Future Shaper: Simon L. Dolan Empowering communication globally Mon, 09 Feb 2026 06:40:26 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 The Collapse of Unhappiness in Middle Age: New Evidence and Challenges for Well-being https://www.europeanbusinessreview.com/the-collapse-of-unhappiness-in-middle-age-new-evidence-and-challenges-for-well-being/ https://www.europeanbusinessreview.com/the-collapse-of-unhappiness-in-middle-age-new-evidence-and-challenges-for-well-being/#respond Tue, 13 Jan 2026 12:23:35 +0000 https://www.europeanbusinessreview.com/?p=241583 By Pedro César Martínez Morán and Simon L. Dolan The graph of happiness against age is traditionally shown as U-shaped, with the index of happiness dipping in the middle-age years. […]

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By Pedro César Martínez Morán and Simon L. Dolan

The graph of happiness against age is traditionally shown as U-shaped, with the index of happiness dipping in the middle-age years. But could the curve have surreptitiously changed shape in the age of the pernicious “S”s: smartphones, screens, and social media? And, if so, what can be done about it?

Happiness has always been the subject of analysis. What potion is hidden behind it? What are its main ingredients? There is a noble interest among human beings in understanding what it consists of and, more specifically, what factors explain this emotional state and, therefore, how it is achieved. A derived analysis from this is whether it is a final goal or if, once achieved, it can be maintained over time. It poses a challenge if it appears and disappears, or even more difficult to manage if it could be achieved, receding, returning, and so on.

There is a factor that has been used as an independent variable in the matter: age. The relationship between age and subjective well-being has sparked enormous interest in psychology and social sciences in recent decades. It seems that human beings do not experience happiness or distress uniformly throughout life. There are patterns that tend to repeat according to age and life stages; achieving it, retreating, returning, and so on.

The best-known of these patterns is the “U-shaped curve of happiness”, according to which well-being is high in youth, decreases in middle age, and rises again in old age. Its statistical counterpart is the so-called “curve of unhappiness”, which is hill-shaped, indicating that life dissatisfaction peaks around the ages of 47-49.

U-shaped curve of happiness

This classical approach has served to interpret what is popularly referred to as the “midlife crisis”, a moment when youthful expectations clash with existential reality, generating disenchantment and reconfigurations of purpose. In fact, this has led to the popularization and vulgarization of the so-called crises of the ages of 40, 50, etc.

However, recent studies have called into question the stability of this pattern. The data today points to a much more concerning phenomenon. Unhappiness no longer waits until middle age to make itself felt; rather, it appears forcefully from youth and tends to soften as one ages.

The aim of this reflection is to integrate classical findings with recent transformations, to add to the debate the role of the “happiness industry”, a framework of discourses, practices, and products that market the promise of well-being, and ultimately to highlight the important value of resilience as a valid and necessary capacity for adapting to mitigate the factors that penalize happiness.

The classic evidence: the “U” of happiness and the peak of unhappiness

For decades, various studies have shown that happiness, statistically explained, follows a U-shaped curve. This means that people tend to feel quite satisfied in their youth, approximately between the ages of 18 to 30, go through a notable decline in well-being during middle age, roughly from 35 to 55 years old, and then experience a significant recovery after the age of 55.

On the other hand, indicators of distress (stress, loneliness, depression, anxiety, sleep problems) have shown a peak-shaped pattern around 47-49 years of age. This critical point is linked to the time in life when family, work, and social pressures become more intense, such as having teenage children, caring for older family members, established but not always satisfying professional careers, and confronting unfulfilled dreams.

Nevertheless, scientific literature emphasizes that this peak of unhappiness is transitory. Most people, after going through middle age, recover their levels of satisfaction. In old age, external pressures usually decrease, the ability to appreciate what has already been achieved increases, and a sense of vital serenity solidifies.

Recent transformations: the collapse of the hump of unhappiness

However, the outlook has begun to change dramatically. A recent study labelled “The declining mental health of the young and the global disappearance of the unhappiness hump shape in age” shows that the famous midlife unhappiness hump has practically disappeared. The new pattern is based on the fact that levels of unhappiness are already very high among the youth and, instead of worsening in middle age, well-being tends to even improve with the years, and older generations today report greater well-being than the young.

The declining mental health of the young and the global disappearance of the unhappiness hump shape in age

The main hypothesis that would explain this shift points to an accelerated deterioration of youth mental health in the last two decades. Among the most cited causes are persistent economic crises, such as the Great Recession of 2008, which left deep scars on young people entering the labor market with few opportunities and prospects; a deficit in access to mental health services (overloaded public systems, delays in diagnoses, and lack of preventive resources); the impact of the COVID-19 pandemic, which intensified anxiety, feelings of uncertainty, and hopelessness; and the intensive use of smartphones and social media, whose causal relationship with youth psychological distress is increasingly documented. Continuous exposure to social com–parisons, approval dynamics, and unrealistic content fuels distorted expectations and feelings of inadequacy that affect self-esteem.

The result is that today it is the young people who are the unhappiest, contradicting Rubén Darío and his famous “youth, divine treasure, you are already leaving and will not return”.2

Nuances and debates surrounding the curve

Although the evidence of the U-shaped curve of happiness has been solid in statistical terms, it is not universal. Its form varies according to income and economic contexts, gender and experiences of discrimination, physical health, and cultural expectations.

Some cohorts even show sustained increases in happiness from youth to middle age. Neurobiology supports these differences: while young people seek pleasure and intensity, adults tend to value stress reduction, and in old age, serenity is prioritized.

In other words, the happiness curve, which in simple terms can be described as a visual representation of how happiness varies throughout our lives, suggests that it tends to be high in youth, may drop in middle age, and eventually increases again as we get older. Mind you, it is a concept that has sparked a lot of debates and nuances, and that’s great because it gives us the opportunity to better understand what we feel and how we live.

As individuals mature, they develop a greater appreciation for what truly matters: meaningful relationships, rewarding experiences, and a sense of purpose.

First, it is important to recognize that this curve is not a universal rule. Some people may find that their happiness increases as they move past adolescence and enter adulthood. Others, however, may experience challenges that affect their well-being at different times in their lives. This is where nuances come in; our experiences, personalities, and environments greatly influence how we feel happiness.

Additionally, another interesting debate revolves around the nature of happiness itself. Is it simply an emotional state or is there a deeper component related to life satisfaction? Some research suggests that, as individuals mature, they develop a greater appreciation for what truly matters: meaningful relationships, rewarding experiences, and a sense of purpose. This approach can make people feel happier, even if life circumstances are not ideal.3

In fact, empowering ourselves with this perspective encourages us to seek happiness in places that we might have overlooked before. And that’s really exciting! Each of us has the power to find or create those moments of joy, even in phases of life that are traditionally considered difficult.

And let’s not forget the importance of community. Social interactions and support from friends and family are crucial. In this sense, the happiness curve gives us an opportunity to reaffirm the need to be connected. While our paths may differ, the act of sharing our experiences and emotions can be incredibly valuable and transformative.

In conclusion, the nuances and debates surrounding the happiness curve show us that happiness is not a straight line. It is a journey full of twists and nuances, in which each of us contributes their own experience. So, celebrate your moments of happiness, and remember that, no matter where you are on that curve, there is always room to grow and find joy. We are in this together, so let’s keep exploring what makes us happy!

Positive psychology and the PERMA model: from deficit to the construction of well-being

Positive psychology proposes a fundamental shift. It is about not analyzing well-being only from the absence of distress, but from the conscious construction of conditions that promote it. Martin Seligman, one of the key figures, synthesizes well-being in the PERMA model.4 In very brief terms, it means this:

  • P (Positive Emotions): cultivating positive emotions such as gratitude, hope, and joy.
  • E (Engagement): to experience states of “flow” or full immersion in meaningful activities.
  • R (Relationships): maintaining strong relationships of trust, support, and affection.
  • M (Meaning): finding vital meaning and feeling part of something greater than oneself.
  • A (Accomplishment): pursuing goals and developing achievements that generate pride, meaningfulness, and satisfaction.

PERMA model

This approach seeks to counteract the growing unhappiness in youth with practical tools of gratitude, mindfulness, purposeful activities, and quality social connections, circumstances that would lead to a fulfilling life.

Waldinger and the science of relationships

Robert Waldinger, director of the Harvard Study of Adult Development, provides a finding that spans generations: the best predictor of long-term well-being and health is not economic achievements or extraordinary travels, but the quality of everyday relationships.

After more than eight decades of following hundreds of people, Waldinger and Schultz conclude that those who had solid relationships, capable of sustaining empathy, gratitude, and conflict resolution, aged with better physical and emotional health, and reported higher levels of life satisfaction.5

Quality of Relationships

The happiness industry: promises, contradictions, and risks

The so-called “happiness industry” encompasses everything from mindfulness applications, motivational coaching courses, self-help literature, and alternative therapies to large corporations that promote “corporate wellness” programs. It is a multibillion-dollar market that turns the quest for meaning and happiness into a consumer product.6

This industry is based on three pieces of logic: the individualization of discomfort, through which the idea is conveyed that unhappiness is always a personal responsibility, making invisible structural social determinants such as inequality, job precariousness, urban loneliness, or vital insecurity; the standardization of happiness, which is disseminated as a normative model of well-being, associated with always being productive and positive, ultimately generating additional pressure and feelings of failure for those who do not conform to these frameworks; and finally, consumption as a solution, because it reinforces the notion that happiness can be acquired by purchasing a course, an app, a spiritual retreat, or even a material object that promises to transform one’s life.

Resilience: the silent strength of well-being

Resilience is understood as the ability to adapt positively to adversity, learn from difficult experiences, and emerge strengthened. Within the framework of Simon Dolan’s contributions, this concept takes on a central role in the construction of sustained emotional well-being.7

Dolan argues that the balance between the three major axes of values—Economic-pragmatic, Ethical-social, and Emotional-developmental—is key to generating well-being both individually and organizationally. In this sense, resilience acts as a moderating factor that helps maintain that balance in the face of pressure, uncertainty, or crises.8

Dolan 3Es

When a resilient person goes through a difficulty:

  • They reinterpret the experience from a framework of meaningful values (connection with meaning and purpose).
  • They mobilize emotional resources (optimism, self-confidence, emotional regulation) that cushion the impact of stress.
  • They strengthen social relationships, a key aspect that Dolan identifies as essential for emotional health and team cohesion.
  • They learn and transform adversity into opportunity, aligning achievements (pragmatic values) with personal growth (emotional values) and ethical commitment to others.

In this way, resilience not only protects well-being but also expands the possibilities for emotional flourishing. Following Dolan’s line of thought, it becomes a practical value that enhances the capacity for positive leadership, change management, and the building of more humane organizational cultures.

Conclusion

The change in the unhappiness curve has profound consequences. In public policies, it is urgent to invest in accessible, preventive, and inclusive mental health, especially aimed at the youth. In education, resilience programs, emotional literacy, and a sense of purpose are needed from school stages. In everyday life, it is important to take a critical distance from the happiness industry, prioritize meaningful relationships, encourage spaces for digital rest, and cultivate practices of gratitude and authentic purpose.

The traditional U-shaped curve of happiness and the peak of unhappiness represented an optimistic narrative for years. Although one would go through a valley of disenchantment in middle age, recovery would come sooner or later. But contemporary reality breaks that logic; distress hits younger people harder, while well-being seems to increase with the passage of years.

This change poses a challenge for society, such as ensuring that new generations have the emotional, social, and economic resources they need to navigate life meaningfully. In the face of the temptation to rely solely on quick fixes from the happiness industry, it is crucial to reclaim a holistic vision of well-being through a daily practice of connection, gratitude, purpose, and collective care.

Happiness, more than a destination promised by emotional marketing, is a cultivable process that is built in the fabric of relationships, in the acceptance of ordinary life, and in the pursuit of shared meaning.

About the Authors

Pedro César Martínez MoránPedro César Martínez Morán is a prominent professor and director in the field of human resource management and talent. With a career spanning over 30 years in the human resources consulting sector, he has served as the director of the Master’s in Human Resources at the Pontifical University of Comillas and the Master’s in Talent Management at Advantere School of Management. His research focuses on talent management and leadership, and he has published numerous articles in high-impact scientific journals. Martínez Morán has also collaborated with research teams in Talent Management and Leadership, significantly contributing to the development of the discipline in his area of expertise.

Simon L. DolanSimon L. Dolan is a prominent academic and university professor, known for his work in human resources and work psychology. He has been a full professor at ESADE Business School and at Montreal and McGill Universities in Canada. Additionally, he is the founder and president of the Global Future of Work Foundation and has been nominated for several research awards; he has recently received an honorary doctorate from the University of Huelva. He has written more than 88 books and hundreds of scientific articles. His focus on values, stress, and resilience in the workplace has influenced thousands of HR managers and other leaders over the years. Recently he is also focusing on the theme of building trust at work. www.learningaboutvalues.com

References
1. Members of the Board of the “Global Future of Work Foundation” (www.globalfutureofwork.com)
2. Famous poem in Spanish by Rubén Darío https://elbuenlibrero.com/juventud-divino-tesoro/
3. Dolan S.L., “Values and enduring happiness” https://simondolan.com/values-and-enduring-happiness
4. Seligman, Martin E. P. Flourish: A Visionary New Understanding of Happiness and Well-Being. New York: Free Press, 2011.
5. For more information on the studies of Waldinger and Schulz,
see: Waldinger, Robert J., & Schulz, Marc. (2023). The Good
6. Life: Lessons from the World’s Longest Scientific Study of Happiness. New York, NY: Simon & Schuster.
7. To read more see: Simon L. Dolan (2024) “The concept of enduring happiness as a panacea to work/life goals”, The European Business Review, May 17.
8. Dolan, S. L. (2023). DE-Stress at Work, Routledge.
9. To read more, see: Garti, Anat, Dolan, Simon L. (2021). “Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World.” The European Business Review. August.

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Well-Being at Work Challenges and Solutions for Mental Health and Risk https://www.europeanbusinessreview.com/well-being-at-work-challenges-and-solutions-for-mental-health-and-risk/ https://www.europeanbusinessreview.com/well-being-at-work-challenges-and-solutions-for-mental-health-and-risk/#respond Tue, 28 Oct 2025 09:01:29 +0000 https://www.europeanbusinessreview.com/?p=237549 By Dr. Simon L. Dolan The well-being of employees is a critical component of organizational success. The multifaceted challenges that hinder mental health and risk prevention in the workplace call […]

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By Dr. Simon L. Dolan

The well-being of employees is a critical component of organizational success. The multifaceted challenges that hinder mental health and risk prevention in the workplace call for urgent proactive measures. Here, Simon Dolan of the Global Future of Work Foundation shares some practical solutions that empower employees and promote resilience.

Challenge 1: Resolving the paradox of better working conditions and the rise of mental health issues

Navigating the paradox of our time, we find ourselves in an intriguing situation: while general quality of life is advancing at an astonishing pace, mental health episodes seem to be on the rise. This juxtaposition may initially feel perplexing, yet it presents an opportunity for us to reflect, adapt, and ultimately thrive in our ever-evolving world.

On one hand, we’ve witnessed remarkable progress in technology, healthcare, and overall socioeconomic conditions. Access to information and resources has expanded, leading to improved living standards for many individuals and communities. From advances in medical care to increased socioeconomic mobility, the benefits are evident. Yet, amidst these advancements, we are also confronting a troubling rise in mental health concerns that merits our attention and understanding.

So, why is this happening? One fundamental aspect to consider is the rapid pace of change itself. We live in a world that is constantly shifting—socially, technologically, and culturally. This whirlwind of change can create feelings of uncertainty and overwhelm. While we embrace innovation, we may also experience a sense of disconnection, leading to anxiety and stress.

The modern work environment can be relentless, marked by increasing demands, rapid technological changes, and a culture that often glorifies overwork.

In recent years, the troubling rise in stress, burnout, and a spectrum of psychosomatic ailments—including, regrettably, suicides—has reached alarming levels, particularly in specific sectors and professions. According to the World Health Organization, burnout is officially classified as an occupational phenomenon, highlighting its significant impact on workers’ health and well-being (WHO, 2019)1. The statistics underscore an undeniable reality: we are facing what can only be described as an epidemic of mental health issues in the workplace.

The modern work environment can be relentless, marked by increasing demands, rapid technological changes, and a culture that often glorifies overwork. Industries such as healthcare, education, law, and technology are particularly affected, where employees grapple with high-pressure responsibilities and inadequate resources to manage their workloads. A report by Gallup reveals that nearly 76 percent of employees experience burnout at some point in their careers (Gallup, 2020)2. This situation is not merely an isolated phenomenon; it resonates across demographics, impacting individuals’ mental, emotional, and physical health.

Numerous studies have highlighted higher suicide rates in certain professions, prompting the need for targeted support and intervention. For instance, the construction industry has been frequently cited as having a particularly high suicide rate. According to a report by the Centers for Disease Control and Prevention (CDC), workers in construction and extraction occupations had a suicide rate of 53.3 per 100,000 people, which is significantly higher than the national average of around 14.5 per 100,000 in 2019. This statistic underscores the intense pressures and hazards associated with these roles (CDC, 2021)3.

Similarly, first responders, including firefighters and police officers, often face overwhelming stress due to the nature of their work. A comprehensive study by the Ruderman Family Foundation found that more than 400 police officers and firefighters took their own lives in the U.S. in 2017, which is more than the number of line-of-duty deaths for those years combined.4 The emotional toll of witnessing trauma and the stigma surrounding mental health can exacerbate the challenges they face.5

Healthcare professionals, particularly those in high-stress environments like emergency rooms or long-term care facilities, also have elevated suicide rates. Research published in the Journal of the American Medical Association (JAMA) in 2020 highlighted that physicians experience a suicide rate that is about 1.4 times that of the general population, with female physicians particularly vulnerable. This calls for robust mental health resources tailored specifically for those who care for others.

Additionally, agricultural workers experience significant challenges, with a report from the National Institute for Occupational Safety and Health (NIOSH) indicating that farmers have one of the highest rates of suicide in the country, partly driven by the stress of economic uncertainties, isolation, and the demanding nature of their work.6

Moreover, the very tools that enhance our lives often contribute to a culture of comparison. Social media, for example, allows us to connect and engage, yet it can also foster unrealistic expectations and feelings of inadequacy. As we become more aware of the joys and successes of others, we might inadvertently diminish our own sense of worth and fulfillment.

However, it’s crucial to recognize that this paradox also opens doors for growth and understanding. Awareness of mental health is at an all-time high, leading to more conversations about well-being than ever before. This shift empowers individuals to seek help, share their experiences, and support one another on their journeys. It’s encouraging to see that workplaces, schools, and communities are increasingly prioritizing mental health resources, advocating for balance, and fostering environments that promote emotional well-being.

In essence, while the challenges we face are real, they also compel us to gather our collective strength. We can harness this momentum to build a future where mental health is prioritized alongside physical health and quality of life. By taking proactive steps to cultivate resilience, practice self-care, and engage in supportive conversations, we can navigate this complex landscape together.

Workplace Well-Being: Mental Health & Risk Solutions

Challenge 2: Solving the mystery of acute mental disorders vs chronic hidden mental ailments

In a world increasingly aware of mental health, it’s crucial for us to delve deeper into understanding the intricacies of mental disorders. Our journey begins with two distinct yet overlapping categories: acute mental disorders and chronic hidden mental ailments. By clarifying these terms, we can advocate for better support systems, increased awareness, and proactive treatments and prevention.

Acute Mental Disorders

The Unforeseen Outbreaks – Acute mental disorders often present themselves suddenly and can have a dramatic impact on an individual’s daily functioning. Conditions such as severe anxiety, panic attacks, or depressive episodes can surface abruptly, leaving individuals feeling overwhelmed and disoriented. While the episodes may be short-lived, the intensity of these disorders calls for immediate attention and intervention.

Encouragement is key here. Those experiencing acute mental disorders should remember that seeking help is a courageous and crucial step. There’s an abundance of resources available—therapists, support groups, and helplines—to assist during these tumultuous times. It’s essential to reach out, as acute episodes can serve as a critical signal that something deeper may need to be addressed.

Chronic Hidden Mental Ailments

The Silent Struggles – On the other hand, chronic hidden mental ailments often lurk beneath the surface, going unnoticed for months or even years. These disorders, such as generalized anxiety, chronic depression, or personality disorders, may not present prominent symptoms but can significantly affect an individual’s quality of life. Victims of chronic mental health issues often excel in masking their struggles, leading to isolation and a reluctance to seek help.

Victims of chronic mental health issues often excel in masking their struggles, leading to isolation and a reluctance to seek help.

But here’s the encouraging part: acknowledging these silent battles is the first step toward healing. Those who suffer from these hidden ailments should feel empowered to seek support. This encourages a culture of open dialogue, where individuals can share experiences and remind one another that they are not alone in their struggles. Remember, vulnerability is a strength.

Bridging the Gap

Seeking Help is Vital – The real power lies in bridging the understanding between acute and chronic disorders. Professionals in mental health must encourage individuals to recognize the signs, whether sudden or gradual. Psychological education and proactive treatment are critical steps in combatting the stigma often associated with mental health.

Moreover, the workplace should be a champion for this dialogue. Employers can create mental health initiatives that address both acute and chronic disorders, fostering an environment of understanding and support. By utilizing Employee Assistance Programs (EAPs), workshops, and mental health days, organizations can significantly contribute to the well-being of their employees.

Challenge 3: Improving the diagnostic tools for measuring chronic stress

Identifying the signs and symptoms of an acute stress situation is a clear and manageable process. While the accuracy of diagnosis does rely on the training and experience of the mental health professional, it’s important to recognize that both diagnosis and intervention have been integral parts of the corporate landscape for many years. Over time, a wealth of evidence-based studies has emerged, demonstrating a consistent progression in our understanding of these issues. This rich body of research not only highlights the clarity we’ve gained but also underscores the effectiveness of proactive measures. With the right support and knowledge, we can navigate these challenges together, fostering a healthier work environment for everyone.

The true challenge lies in the creation of valid and reliable tools that can accurately diagnose chronic stress and promote proactive risk management. By intervening early, we can prevent mental health issues from escalating to severe levels or manifesting as physical health problems. Unfortunately, rigorous diagnostic tools supported by research are largely absent in our field.

Over the past 50 years, dating back to my initial collaboration with Hans Selye in the late 1970s, our dedicated team has conducted extensive studies across hundreds of organizations and various sectors worldwide.7 We are proud to have published our findings in many peer-reviewed journals, contributing valuable insights to the realm of stress management. Most importantly, we have developed a powerful diagnostic tool known as The Stress Map, accompanied by a user-friendly digital interactive platform at www.Stress2Resilience.com.8 

This journey represents not just a collective effort, but a beacon of hope for organizations. Together, we can implement effective strategies that not only identify stressors but also foster resilience, ensuring healthier and more productive workplaces. We hope that we can embrace this opportunity to make a lasting impact on mental well-being!

Exhibit 1: Tools for diagnosing chronic stress 

Source: www.zinquo,com
Source: www.stress2resilience.com

Our innovative tools are designed to accurately detect the key indicators of stress—what we refer to as “stress density”—by examining the signs and symptoms that individuals experience over the course of the past four months. Not only do these tools help identify potential stressors in both workplace and family environments, but they also highlight various well-researched individual factors that can either amplify or mitigate stress effects.

Incorporating elements of gamification, these tools work to dismantle the stigma associated with mental health diagnoses, making the process feel engaging rather than daunting. The online platform generates comprehensive assessments and integrates elements of artificial intelligence, empowering individuals to gain a deeper awareness of their stress levels and the importance of proactive prevention before challenges become overwhelming.

The real beauty of our tool lies in its ability to be utilized on a larger scale, providing valuable benchmarks that allow organizations to pinpoint specific segments where support is urgently needed. By focusing on these areas, we can collectively make a significant impact on the well-being of employees who are currently struggling.

Challenge 4: Combatting mental health only at work is not sufficient

Recent research suggests that solely addressing stress and mental health issues within the workplace is no longer sufficient. In fact, studies indicate that nearly 70 percent of working individuals experience a spillover effect, where life outside of work significantly impacts their mental well-being. It’s crucial that we recognize this connection and examine both workplace and personal factors together.

Additionally, the ongoing struggle to maintain a healthy work-life balance can itself become a significant source of stress. By broadening our perspective and extending our focus beyond the confines of the workplace, we can engage in more comprehensive diagnostic practices and interventions. This is a call for a holistic approach to mental health that encompasses all aspects of our lives. This is not only essential for individual well-being but will foster a healthier, more productive workforce.

In other words, research indicates that the spillover effect occurs when experiences in one domain (work or life) influence outcomes in the other. For example, a study published in the Academy of Management Review which summarized multiple studies, propose that positive experiences at work can bolster personal relationships, while negative experiences can lead to increased stress and dissatisfaction in one’s private life (Greenhaus & Powell, 2006)9. Specifically, individuals who reported high levels of job satisfaction also tended to experience better emotional health and stronger personal relationships. Conversely, those facing work-related stress often carried that burden home, leading to heightened anxiety and emotional fallout in their personal lives.

Those facing work-related stress often carried that burden home, leading to heightened anxiety and emotional fallout in their personal lives.

The American Psychological Association (APA) reports that 61 percent of employees cite work-related stress as a significant contributing factor to their mental health struggles. This stress doesn’t just stay at the office—carrying it home can negatively impact relationships with family and friends, leading to a cycle of stress and dissatisfaction.

A study published in the Journal of Occupational Health Psychology revealed that employees who engage in work-home segmentation—effectively separating their personal and work lives—report a 24 percent higher level of life satisfaction and a 38 percent reduction in feelings of burnout compared to those who experience high levels of spillover (Sonnentag & Fritz, 2007)10. This highlights the importance of boundaries and the positive implications of effective work-life balance.

Furthermore, according to the National Institute of Mental Health (NIMH), individuals experiencing chronic work stress are two to three times more likely to develop mental health disorders, including anxiety and depression. The impact on personal life is significant, often resulting in diminished quality of life, strained relationships, and increased overall dissatisfaction.

Challenge 5: Potential risks to mental health associated with the growing wave of artificial intelligence (AI) applications

While AI presents a multitude of benefits, particularly in providing mental health support tools, it is essential that we also address the potential downsides associated with its use. Here are some key risks that we must consider:

Social Isolation and Reduced Human Interaction

As our reliance on AI—such as chatbots, virtual assistants, and AI companions—increases, we may inadvertently lessen our opportunities for meaningful human connections. This trend is particularly concerning for young people and vulnerable individuals who may struggle with loneliness.

Job Displacement Anxiety

The prospect of job losses due to automation and AI can create significant economic insecurity, leading to heightened feelings of anxiety, depression, and uncertainty about the future. It’s vital that we acknowledge these feelings and strive to find solutions that foster job security.

Algorithmic Bias and Harmful Content

AI-driven content, particularly in areas like social media recommendation systems, can amplify harmful messages, misinformation, and toxic comparisons. The consequences can be alarming, leading to the propagation of fake news and promoting unhealthy behaviors, ultimately triggering anxiety and depression.

Overreliance on AI for Mental Health Care

While AI therapy bots and diagnostic tools have the potential to aid, they can also oversimplify complex psychological issues or overlook critical warning signs. This situation can result in inadequate care and provide a misleading sense of support.

Stress Due to Invasion of Privacy

The need for extensive data collection by AI—gathered from health apps and online activities—can generate significant stress for individuals concerned about their privacy.

Addictive Design

The use of AI to enhance engagement on various platforms can often come at the expense of mental well-being, contributing to increased screen time, fragmented attention, and sleep disorders.

Given these risks, the pressing question is: What can we do to mitigate them? Fortunately, the solutions are clear and actionable. We can advocate for greater regulation surrounding the use of AI, particularly in sensitive areas like health and education. Promoting transparency in data usage, educating the public about healthy digital habits, and ensuring that trained professionals are involved in AI processes are crucial steps we can take.

Summary and conclusions

We recognize that there are many additional challenges that merit discussion, but time and space does not permit us to elaborate. Thus, in table 1, we provide a concise summary of these challenges, along with innovative solutions that we have brainstormed. Our hope is that these insights will be valuable tools for mental health professionals in their vital work.

Table 1 - Well-Being at Work Challenges and Solutions for Mental Health and Risk

In conclusion, prioritizing mental health and risk prevention not only fosters a supportive workplace culture but also drives overall organizational success. By investing in the well-being of employees, companies can enhance productivity, reduce absenteeism, and cultivate a more engaged workforce. When employees feel valued and supported, they are more likely to contribute positively to the organization’s goals. As we embrace proactive mental health initiatives and risk management strategies, we create an environment where individuals can thrive both personally and professionally. It is worthwhile to identify champions of mental health in the organization that are willing to go beyond the legal requirements. They can spread awareness and prevention, paving the way for a healthier, happier, and more successful workplace for all.

About the Author

Dr. Simon L. DolanDr. Simon L. Dolan was a distinguished Senior Research Professor and Director of Programs at Advantere School of Management, in partnership with prestigious institutions like Comillas, Deusto, and Georgetown Universities. As President of the Global Future of Work Foundation and former Chair of the Future of Work at ESADE Business School, he is at the forefront of shaping modern management practices.

Dr. Dolan has an impressive global teaching background, having taught at elite business schools such as Boston University, McGill University, and ESSEC. His prolific output includes over 88 books and more than 150 peer-reviewed articles, showcasing his dedication to advancing knowledge in his field. Honored with a Doctorate Honoris Causa from Huelva University (2024) and the Golden Medal from the Spanish Association of Health and Safety at Work (2025), Dr. Dolan is a thought leader whose innovations, such as The Stress Map and the digital tool www.stress2resilience.com, are making a significant impact in organizational well-being. Explore more about his remarkable journey and contributions at www.simondolan.com or www.learningaboutvalues.com.

References:
1. World Health Organization. (2019). “Burn-out an occupational phenomenon: International Classification of Diseases”.
2. Gallup. (2020). “State of the Global Workplace: 2020 Report”.
3. Centers for Disease Control and Prevention. (2021). “Suicide Rates by Occupational Group — United States, 2016–2017”.
4. Ruderman Family Foundation. (2018). “The Ruderman White Paper on Mental Health and Suicide of First Responders”.
5. JAMA Network. (2020). “Suicide Among Physicians: A Threat to Public Health”.
– National Institute for Occupational Safety and Health (NIOSH).
6. “Agricultural Safety and Health.” 2018
7. Dolan S.L., Arsenault A., (Préface pour Hans Selye) (1980) “Stress, Santé et Travail”. Monographie #5 (Presses de l’Université de Montréal).
8. For more read: Dolan S.L. (2007) Stress, Self-Esteem, Health and Work (Springer); Simon L. Dolan (2023) De-Stress at Work Understanding and Combatting Chronic Stress (Taylor and Francis Group).
9. Greenhaus, J. H., & Powell, G. N. (2006). “When work and family are allies: A theory of work-family enrichment”. The Academy of Management Review, 31(1), 72–92.
10. Sonnentag, S., & Fritz, C. (2007). “The Recovery Experience Questionnaire: Development and Validation of a Measure for Assessing Recuperation and Unwinding from Work”. Journal of Occupational Health Psychology, 12, 204-21.

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Cultivating Endurance: Sharing a Case for Empowering an Organization’s Resilience and Enhancing Wellbeing https://www.europeanbusinessreview.com/cultivating-endurance-sharing-a-case-for-empowering-an-organizations-resilience-and-enhancing-wellbeing/ https://www.europeanbusinessreview.com/cultivating-endurance-sharing-a-case-for-empowering-an-organizations-resilience-and-enhancing-wellbeing/#respond Fri, 22 Aug 2025 05:33:48 +0000 https://www.europeanbusinessreview.com/?p=234256 By Dr. Anat Garti and Dr. Simon L. Dolan In a world wired for stress, success takes more than strategy. This article shows how to build real resilience and combat […]

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By Dr. Anat Garti and Dr. Simon L. Dolan

In a world wired for stress, success takes more than strategy. This article shows how to build real resilience and combat burnout in high-demand workplaces so teams don’t just survive; they lead and thrive.

Introduction

In a world that is ever-changing and fraught with unpredictability, the strength of an organization lies not just in its resources but in its spirit. “Cultivating Endurance: Empowering Your Organization for a Resilient Future” speaks to the heart of what resilience truly means—an unwavering commitment to rise stronger, to adapt, and to flourish despite the challenges that lie ahead.

This title encapsulates the essence of transformation, emphasizing the nurturing process of building resilience as a continuous journey rather than a one-time initiative. It resonates on an emotional level, inspiring leaders and teams alike to embrace the challenges of today as stepping stones toward a more promising tomorrow. In this article, we embark on a path that not only fortifies the foundations of an organization but also ignites a profound sense of purpose and connection within it.

Resilience stands as a vital pillar in ensuring the stability and effectiveness of organizations, acting as a beacon of hope in turbulent times. Across various industries, professionals grapple with the weight of high-pressure situations, the emotional turmoil that often accompanies demanding roles, and the relentless flux of ever-changing work environments. These stressors, if left unaddressed, can spiral into the dark abyss of burnout, robbing individuals of their passion and diminishing their sense of purpose. The result? A profound sense of discontent that permeates job satisfaction and stifles overall performance, leaving once vibrant and engaged employees feeling drained and disconnected. In recognizing and fostering resilience, we not only protect the health and well-being of our workforce but also empower organizations to thrive amidst uncertainty, allowing their spirits to soar even higher.

In recognizing and fostering resilience, we not only protect the health and well-being of our workforce but also empower organizations to thrive amidst uncertainty, allowing their spirits to soar even higher.

In 2019, the World Health Organization announced its decision to include burnout for the first time in history in the official International Classification of Diseases. According to the World Health Organization’s Disease Index (ICD-11), Occupational Burnout is a syndrome resulting from persistent, unsuccessfully managed work stress. Consequently, developing resilience within organizations is essential to ensure the well-being of employees and the sustainability of operations. This article unveils a transformative process for cultivating resilience that can benefit any organization, illustrating its powerful application within a healthcare company. Through this journey, we reveal not just a framework but a beacon of hope for organizations by sharing the experiences of a healthcare team embracing resilience, and we aim to inspire others to embark on their own paths of growth and fortitude, ensuring that together, we can weather any storm.

Resilience is the human capacity to cope with, overcome, grow stronger, and even change in response to experiences in times of adversity.1 This concept can be applied to individuals, families, organizations, and communities. Resilience encompasses the ability to avoid dangers and the ability to cope with them when they occur. The article explains stress mechanisms, burnout symptoms, and its impact. Then, we introduce the Stress Regulation Model. We will also introduce the consulting process for developing organizational resilience using the Stress Map and the Value of Values tools.

Understanding Stress and Burnout

Stress is a natural response to external demands and pressures, activating physiological and psychological mechanisms designed to help individuals cope with challenges. According to the Transactional Model of Stress,2 it arises when individuals perceive a situation as threatening and believe they lack the resources to manage it. This model highlights the role of perception in determining whether stress is experienced as a manageable challenge or an overwhelming burden. While short-term stress can enhance focus and performance, chronic stress that is not effectively managed can lead to burnout—a state of emotional, physical, and mental exhaustion.3

In the classical sense, and based on the research of Maslach and colleagues, burnout includes the following three dimensions.4

  • Emotional Exhaustion – A state of deep fatigue and depletion of emotional resources.
  • Depersonalization – Developing negative, detached, or cynical attitudes toward work and colleagues.
  • Reduced Personal Accomplishment – A diminished sense of competence and achievement in one’s professional role.

Across numerous industries, high-demand organizations are grappling with a pervasive crisis: the relentless grip of stress and burnout. In a world where the pressure mounts from demanding workloads, tight deadlines, and soaring expectations, employees often find themselves caught in an unyielding cycle of exhaustion. This isn’t just a professional issue; it’s a deeply human one. Each day, talented individuals strive to meet the demands placed upon them, yet they are left feeling drained and overwhelmed, struggling to nurture their well-being while still delivering exceptional results. Imagine the toll this takes—not just on performance metrics but on the very essence of what it means to be a thriving workforce. When stress remains unaddressed, the vibrant spirit of engagement begins to wane. Performance plateaus and the high turnover rates that ensue not only disrupt team cohesion but also drain the organization of its most important asset: its people.

But there is hope. By embracing structured resilience-building initiatives, organizations can transform this narrative. We have the power to cultivate an environment where employees not only survive but flourish under pressure. Picture a workplace where individuals feel supported, where their well-being is prioritized, and where they are empowered to tackle challenges with renewed vigor.

Resilience Development Strategies

Building resilience within organizations is a proactive approach to mitigating the negative effects of stress and burnout. The Stress Regulation Model provides a structured framework for understanding and fostering resilience.5 This model is based on four key regulatory factors that influence how individuals perceive and manage stress within the workplace.

Table 1 - Cultivating Organizational Resilience and Wellbeing

The Sequence and Methodology for Implementing the Stress Regulation Model

To implement the Stress Regulation Model effectively, we must adopt a comprehensive, organization-wide strategy that seamlessly weaves resilience-building practices into the fabric of our workplaces. This isn’t just a matter of following best practices; it’s about nurturing a culture that places the well-being of every individual at its core. When organizations prioritize stress management, they empower their employees with the vital tools needed to navigate and regulate their stress levels. Imagine a workplace where every team member feels supported, understood, and equipped to face the daily challenges of their roles. This is not merely a dream—it’s a vision we can bring to life. By fostering an environment that values mental well-being and proactive stress management, we not only enhance individual resilience but also strengthen our entire organization. It also means creating a space where every employee can thrive, not just survive, and where the journey of managing stress becomes a shared commitment to collective well-being.

The implementation of the Stress Regulation Model follows a structured six-stage process designed to equip managers with the necessary tools to regulate stress and develop a resilient organizational culture (see Figure 1). Each stage builds upon the previous one, ensuring a gradual and comprehensive integration of stress management strategies.

Figure 1 - Cultivating Organizational Resilience and Wellbeing

Stage 1: Opening Lecture – Understanding Stress and Burnout

The process begins with an introductory lecture aimed at providing managers with an initial understanding of the stress and burnout mechanisms. This session offers an overview of how stress affects individuals and organizations and highlights the critical role of resilience in mitigating its negative impacts. Managers are also introduced to the intervention process that will guide them through the stages of developing organizational resilience.

Stage 2: Workshop – Practical Application of Stress Regulation Tools

In the second stage, managers participate in a hands-on workshop that deepens their knowledge of stress and burnout mechanisms. In the workshop, we use biofeedback training, where managers use a biofeedback tool to observe and understand the physiological responses that occur during stressful situations. By gaining real-time insights into their stress reactions, managers can better grasp the importance of stress regulation.

A key component of this workshop is the “Stress Map” tool, which helps participants identify their stress triggers and assess their regulation patterns. Through guided exercises, managers learn how to apply stress regulators, which are essential techniques for managing workplace stress effectively. This stage is interactive and experiential, ensuring that managers not only learn theoretical concepts but also practice their respective applications in real-time scenarios.

Stage 3: Application and Supervision in Learning Groups

At this stage, we form learning groups where the managers implement the stress regulation tools introduced in the earlier stage. These groups meet under the guidance of trained supervisors to ensure consistent practice and reinforcement of resilience strategies.

Through structured exercises and real-world case studies, managers apply the “Stress Map” tool in their daily work environment. They share their experiences, challenges, and successes with their peers, fostering a collaborative learning process. The emphasis is on practicing stress regulation in real-time situations, allowing managers to internalize these skills as part of their leadership approach.

Supervision is a critical element of this stage, providing managers with ongoing feedback, adjustments, and reinforcement of best practices. As they gain confidence in using stress regulation strategies, they develop a more adaptive and resilient leadership style, preparing them for the next phase of the implementation process.

Cultivating Organizational Resilience and Wellbeing

Stage 4: Value-based Leadership as a Tool for Anchoring the Change

In the fourth stage, we return to a workshop framework in which managers learn about value-based leadership as a tool for anchoring the change they have implemented. Through the “value of values” tool, managers choose the set of values that will allow them to anchor the change and embed it as part of the unit’s culture.

We use Dolan’s 3Es Tri-axial model to ensure systemic anchoring of the change.6 This model describes how a balanced set of values needs to include three groups of values:

  • The economic-pragmatic group deals with values that direct behavior in an effective way to achieve goals.
  • The ethical-social group deals with relationship values like thoughtfulness, influence, loyalty, and tolerance.
  • The emotional-developmental group focuses on values that encourage a life filled with interest and passion.

By translating these values into practical action, managers build the psychological contract that will enable the assimilation of the value system and anchor the change in the unit’s culture.7

Stage 5: Application and Supervision in Learning Groups

In the fifth stage, the managers are again divided into small learning groups, as was done in stage three, to implement the culture change designed in the previous stage. These groups meet under the guidance of trained supervisors, providing managers with ongoing feedback, adjustments, and reinforcement of best practices. In the groups, they share their experiences, challenges, and successes with their peers, fostering a collaborative learning process.

Stage 6: Closing Lecture

At the end of the process, a summary lecture is given, framing the entire process and integrating the change processes that the managers have made.

Conclusion and Postscript

Through workshops, learning groups, and value-based leadership, the process not only enhances individual coping strategies but also instills lasting cultural changes that promote well-being and sustained high performance across teams.

The paper shows how a structured resilience development process can effectively address stress and burnout in high-demand organizational settings. By leveraging tools such as the Stress Regulation Model and the “Stress Map,” organizations can create a culture that fosters resilience, empowering managers to effectively manage stress and enhance their leadership capabilities. Through workshops, learning groups, and value-based leadership, the process not only enhances individual coping strategies but also instills lasting cultural changes that promote well-being and sustained high performance across teams.

The process that was presented was recently implemented in “Maccabi Healthcare Services”, one of the four HMOs operating in Israel, by consultants from the Israel Values Center and Effect-Tiv Empowering Leaders. At the end of the process, 86% of participants, namely people in managing positions, responded that they frequently use the tools acquired in the process. So, a cascade effect in the organization was observed. The survey conducted before and after the implementation showed an increase in the managers’ feeling that they have room for choice and discretion and a significant increase in the feeling that they have the resources and tools to manage the challenges. Here are several quotes from participants:

“The process turns the issue of resilience into an active action in practice.”

“An excellent combination of theoretical knowledge and practical tools for immediate implementation.”

“Working in small groups added great value and allowed for a more personal and in-depth work process and allowed for an open dialogue in which everyone had a place and the ability to express themselves safely.”

We argue that the triumphant implementation of this model within a healthcare organization in Israel stands as a powerful testament to the profound impact that resilience development can have on employee engagement, satisfaction, and the overall health of an organization. Witnessing the transformative effects on the healthcare staff stirred something deep within, the realization that this approach could be a beacon of hope beyond the walls of healthcare organizations.

Thereafter, a new collaboration was initiated with the R&D Unit of a Clinically Based Teacher Education in “Mofet Institute” in Israel. Fueled by a shared commitment to combat the alarming levels of burnout faced by their dedicated teaching teams, a decision was made to develop a training program for mentors who support student teachers. The goal is to equip these mentors with the ability to serve as “stress-regulating guides” by effectively applying the four stress regulation factors. This initiative is the first step in enhancing the resilience of future educators, ensuring they can navigate the challenges of the teaching profession with greater confidence and well-being. This is more than just a project; it is an emotional journey toward healing, empowerment, and revitalization in our schools. It is our conviction that together, we are crafting an innovative solution that honors the passion, resilience, and unwavering spirit of those who shape the minds of our future.

About the Authors

Dr. anat gartiDr. Anat Garti is a psychologist, certified family and couple therapist, senior coach (MCIL), organizational consultant, group instructor and lecturer in various academic institutes. She is a psychotherapist and supervisor with wide experience working with adults, adolescents and children in individuals, couples and family contexts and settings. She also consults for organizations in the field of stress and burnout, implementing ISO 45003 – Psychological Health and Safety at Work, with a focus on the field of work-family conflict. Garti is the chief psychologist of the Israel Values Center (www.values-center.co.il) and the author of “The Parent as a Value Anchor”(Garti & Dolan, 2016)  and “Work Family Triangle Synchronization” (Garti & Tzafrir, 2022).

Dr. Simon L. Dolan

Dr. Simon L. Dolan is a full professor, senior researcher and director of programs at Advantere School of Management (affiliated with Comillas, Duesto and Georgetown Universities). He has published 85 books (in multiple languages) and over 150 articles in referees’ journals. He is also the cofounder and President of the Global Future of Work Foundation. His work, consulting and research focus on values, leadership, coaching, stress management and resilience as well as issues connected to the future of work. He created the concept, methodology and tools connected to leading and coaching by values as well as the Stress Map. His full bio at: www.simondolan.com or www.learningaboutvalues.com

References
1. Grotberg, E. H. (1997). The International Resilience Research Project. Meeting Paper, 55th Annual Convention, International Council of Psychologists, Graz, Austria, 14-18.
2. Lazarus R.S. and Folkman S. (1984). Stress, Appraisal, and Coping. (New York: Springer)
3. Dolan, S. L. (2023). De-Stress at Work: Understanding and Combatting Chronic Stress. (Routledge).
4. Maslach Burnout Inventory, Wikipedia Maslach Burnout Inventory – Wikipedia
5. Dolan S.L, Garti, A.  Ben-Hur R., and Landau A. (2025). Managing Stress and Burnout (in Hebrew, Forthcoming).
6. Simon L. Dolan, Salvador Garcia and Bonnie Richley (2006). Managing byValues: A Guide to Living, Being Alive, and Making a Living in the XXI Century. (Palgrave-MacMillan, London, U.K); and Simon L. Dolan (2011). Coaching by Values: A Guide to Success in the Life of Business and the Business of Life. (iUniverse. Bloomington, IND).
7. Garti, A., and Dolan, S. L. (2019). Managing by values (MBV): Innovative Tools for Successful Micro Behavioral Conduct. The European Business Review.

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Choosing Your Path: DBA vs. PhD – Empowering Your Future in Management Education https://www.europeanbusinessreview.com/choosing-your-path-dba-vs-phd-empowering-your-future-in-management-education1/ https://www.europeanbusinessreview.com/choosing-your-path-dba-vs-phd-empowering-your-future-in-management-education1/#respond Tue, 19 Aug 2025 03:21:26 +0000 https://www.europeanbusinessreview.com/?p=233607 By Prof. Jean Luc Cerdin, Prof. Simon L. Dolan and Prof. Michel Kalika PhD or DBA? As the world of work evolves, this analysis explores how each degree measures up, […]

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By Prof. Jean Luc Cerdin, Prof. Simon L. Dolan and Prof. Michel Kalika

PhD or DBA? As the world of work evolves, this analysis explores how each degree measures up, thereby helping professionals make smarter, values-driven choices for lasting career impact.

This short article reflects the essence of individual choice while also highlighting the transformative potential of both degrees. It invites readers to consider their unique paths and aspirations in the context of business and Management education, encouraging them to explore the opportunities that await.

PHD or DBA

In today’s dynamic professional landscape, the pursuit of a doctoral degree in management/business is no longer confined to academia. Increasingly, experienced professionals are weighing the merits of two distinct paths: the Doctor of Philosophy (PhD) and the Doctor of Business Administration (DBA). While both are rigorous and prestigious, they serve different purposes and appeal to different aspirations. The choice between them is not merely academic; it reflects deeper questions about how individuals define success, what they value in their careers, and how they envision their future impact.

Drawing on the Dual Aspect Importance and Achievement Career Success Scale (DAIA-CSS) developed by Briscoe et al. (2021), it first examines how professionals experience subjective career success—the personal fulfilment derived from learning, impact, autonomy, and relationships. It then turns to objective career success, focusing on externally recognized indicators such as status and salary. By comparing how each degree aligns with these dimensions, the article offers a nuanced framework to help professionals make informed, meaningful doctoral choices.

Which path aligns with your future

Subjective Career Success: Values, Aspirations, and Doctoral Choices

Choosing between a Doctor of Business Administration (DBA) and a Doctor of Philosophy (PhD) demands thoughtful decision-making. It depends on what you value most in your career. Do you seek impact, autonomy, financial growth, or lifelong learning? According to Briscoe et al. (2021), subjective career success is shaped by seven distinct dimensions—each reflecting different aspirations and definitions of fulfillment. By understanding which of these dimensions matter most to you, you can make a more informed choice.

To make a meaningful choice between a DBA and a PhD, it is not enough to consider the nature of the program alone. One must also consider the career that follows.

Let us start by understanding what constitutes “success”. For sure, it has become more complex—and more personal. To address this, the (DAIA-CSS) scale was developed and validated involving 18,471 participants across 30 countries, representing all major cultural clusters. What makes the DAIA-CSS distinctive is its dual-response format: it measures not only how much individuals feel they have achieved in various aspects of their careers, but also how important each of those aspects is to them personally. This approach led to the identification of seven core dimensions of subjective career success that proved meaningful across national and occupational boundaries:

  • Learning & Development,
  • Work-Life Balance,
  • Positive Impact,
  • Entrepreneurship,
  • Positive Work Relationships,
  • Financial Security, and
  • Financial Success.

To make a meaningful choice between a DBA and a PhD, it is not enough to consider the nature of the program alone. One must also consider the career that follows. Each of the seven dimensions of subjective career success can be examined across two phases: the experience during the doctorate and the trajectory after graduation. This dual-phase perspective reveals how each degree aligns with different definitions of success.

Learning & Development. For those who value intellectual challenge and the pursuit of knowledge, the PhD offers a deeply immersive experience. It is designed to cultivate original thinking, theoretical mastery, and academic independence. The DBA, while also rigorous, is more practice-oriented; it allows professionals to apply research to real-world business problems, often within their own organizations. After graduation, the PhD typically leads to academic careers where learning continues through teaching, publishing, and mentoring. The DBA, by contrast, is often a springboard for strategic leadership, innovation, or thought leadership in industry. In both cases, learning continues, but the context and purpose differ.

Work-Life Balance. The structure of the DBA is explicitly designed to accommodate the lives of working professionals. Programs are often modular or part-time, allowing candidates to maintain their careers and personal responsibilities. PhD programs, especially full-time ones, are more demanding and immersive, often requiring candidates to put other aspects of life on hold. Post-graduation, the picture is more nuanced. Academic careers can offer flexibility and autonomy, but they are also marked by high workloads, pressure to publish, and administrative responsibilities. DBA graduates, depending on their roles, may enjoy more predictable schedules or greater control over their time, particularly in consulting or entrepreneurial settings.

Positive Impact. PhD candidates often aspire to contribute to knowledge and society through research, teaching, and policy influence. The impact is typically long-term and indirect. DBA candidates, on the other hand, are often motivated by the desire to solve pressing organizational or societal problems. Their research is applied, and the impact is often immediate and visible. In the long run, PhDs may shape generations of students or influence academic discourse. DBAs may transform businesses, industries, or communities. Both paths offer the potential for impact—but through different mechanisms and timelines.

Entrepreneurship. The DBA is particularly well-suited to entrepreneurial ambitions. Many candidates are founders, consultants, or executives seeking to enhance their strategic capabilities and credibility. The program supports innovation, business development, and market positioning. PhDs are less directly aligned with entrepreneurship, though they can support academic spin-offs or innovation in research-intensive sectors. After graduation, DBA holders often leverage their degree to scale ventures or enter advisory roles. PhDs may contribute to innovation ecosystems, but the path is less commercially oriented.

Positive Work Relationships. The DBA experience is typically cohort-based, fostering peer learning and professional networking. Candidates often come from diverse industries and geographies, creating rich opportunities for collaboration and exchange. PhD programs, while collaborative in parts, are often solitary, especially during the dissertation phase. After graduation, DBA holders often operate in team-based environments or leadership roles where interpersonal dynamics are central. PhD holders may work in collegial academic settings, but also face competitive pressures related to funding, publishing, and tenure.

Financial Security. Financial considerations during the doctorate differ starkly. PhD students often rely on stipends or scholarships, which vary widely and may be modest. DBA candidates usually remain employed, maintaining income and often receiving employer support. Post-doctorate PhD careers in academia offer stability but modest salaries. DBA graduates, by contrast, often command higher compensation in executive, consulting, or entrepreneurial roles. The financial risk is lower during the DBA, and the return on investment is often more immediate.

Financial Success. PhD students typically accept short-term financial constraints in exchange for long-term intellectual rewards. DBA candidates invest in tuition but rarely sacrifice income. The financial calculus is different. After graduation, PhDs may achieve financial success if they transition into industry or leadership roles, but academic salaries are generally modest. DBA holders are more likely to see a direct financial return, particularly in high-level business roles or entrepreneurial ventures.

Table 1 illustrates how the DBA and PhD align differently with each dimension of career success, both during the doctoral journey and in the careers that follow. It is important to remember, however, that these dimensions reflect subjective career success—how individuals personally define and experience fulfilment in their professional lives. Each person may weigh these dimensions differently, and what feels like success to one may not resonate with another. The value of the DAIA-CSS framework lies precisely in its ability to accommodate this diversity.

Table 1: Similarities and differences between PhD and DBA

Similarities and differences between PhD and DBA

Objective Indicators of Career Success: PhD vs. DBA

While the DAIA-CSS framework provides a robust lens for understanding how individuals define and pursue success on their own terms, it is important to recognize that this perspective captures only one side of the career equation. Career success is also evaluated through more externally visible and socially recognized indicators; this is the domain of objective career success, which includes measurable outcomes such as salary, job title, promotions, and institutional prestige. These markers reflect how success is acknowledged and rewarded by organizations, markets, and broader societal norms (for more support, see for example, Arthur et al., 2005; Gunz and Heslin, 2005).

For professionals weighing the DBA and PhD paths, understanding how each degree performs in terms of these objective outcomes is essential, particularly when considering return on investment, long-term financial security, and career visibility. In this context, indicators such as status and salary become especially salient, as they shape how doctoral qualifications are perceived and valued in professional environments. While subjective fulfillment remains vital, the external validation of one’s achievements often plays a decisive role in shaping career trajectories and opportunities.

Status and the Doctoral Title: A Cross-Cultural and Institutional Perspective

In many cultures, being addressed as “Doctor” carries a weight of authority, expertise, and social distinction that can significantly influence professional interactions and career trajectories.

The symbolic power of the doctoral title, whether PhD or DBA, extends far beyond its academic origins. In many cultures, being addressed as “Doctor” carries a weight of authority, expertise, and social distinction that can significantly influence professional interactions and career trajectories. In academic circles, the PhD remains the gold standard for scholarly legitimacy, often serving as a gatekeeper for tenure-track positions, research funding, and intellectual leadership. The title is not merely a credential but a marker of one’s contribution to the advancement of knowledge. In contrast, the DBA, while academically rigorous, is more closely aligned with applied research and executive practice. Its status is often contingent on the context: in business schools and corporate environments, the DBA is increasingly recognized as a prestigious qualification for senior leadership and strategic consultancy roles.

Cultural norms further shape how the doctoral title is perceived. In countries like Germany, Austria, parts of Eastern Europe, and many countries in Latam (America Latina), the title “Dr.” is used formally and frequently, even outside academic settings, reinforcing its social prestige. In Anglo-Saxon contexts, particularly in the UK and the US, the use of the title is more reserved, often confined to medical domains. Meanwhile, in Asia and the Middle East, doctoral degrees are highly revered, often symbolizing not just educational attainment but also social mobility and familial honor. These cultural variations influence how status is conferred and recognized, affecting everything from networking opportunities to boardroom credibility.

In the professional world, status derived from a doctoral degree can open doors to elite networks, speaking engagements, and advisory roles. However, the nature of that status depends on the degree’s alignment with the expectations of the field. A PhD may command respect in policy or research-driven sectors, while a DBA may be more valued in corporate strategy, entrepreneurship, or executive education. Understanding these nuances is crucial for professionals seeking to leverage their doctoral credentials not just for personal fulfilment, but for strategic positioning within their chosen ecosystems.

Salary as a Marker of Career Success in Business Doctorates

Salary remains one of the most tangible and universally recognized indicators of objective career success. It not only reflects an individual’s market value but also signals how institutions and industries reward expertise, leadership, and strategic impact. For professionals considering doctoral education, the financial implications of pursuing a PhD versus a DBA are far from trivial. Beyond the immediate costs of tuition and opportunity loss, the long-term earning potential associated with each degree can significantly influence career decisions, especially in sectors where compensation is closely tied to perceived authority and contribution.

In academic settings, PhD holders in business typically pursue careers in research and teaching, where salary structures are influenced by institutional prestige, geographic region, and scholarly output. In top-tier business schools—particularly in North America, the UK, and parts of Asia—PhD graduates can secure well-compensated positions, especially when they publish in high-impact journals and contribute to the school’s global reputation. However, outside these elite institutions, academic salaries may be more modest, and the path to financial stability can be prolonged by years of postdoctoral or adjunct roles.

By contrast, DBA graduates are usually experienced professionals who pursue a degree to enhance their strategic capabilities and leadership profile. Rather than entering academia, they often remain in or return to the corporate world, where the DBA can serve as a catalyst for career acceleration. In this context, salary gains are often more immediate and directly linked to the individual’s ability to apply research insights into complex business challenges. The DBA is particularly valued in executive education, consulting, and entrepreneurial ventures, where thought leadership and practical impact are rewarded with higher compensation.

Table 2: Side-by-Side (US Averages)

Side-by-Side (US Averages)
Note: Figures are approximate and vary by experience, location, and sector.

While both degrees can lead to financially rewarding careers, the nature and timing of those rewards differ. The PhD offers long-term academic capital, often with delayed financial returns, whereas the DBA provides a more immediate pathway to enhanced earning potential, particularly for professionals who can translate their research into visible organizational value.

Conclusion: Doctoral Education in the Future of Work

In the context of the rapidly changing world of work, characterized by digital transformation, evolving leadership models, and the rise of portfolio careers, the landscape of doctoral education in business must also evolve. The choice between a PhD and a DBA is no longer a binary decision between academia and practice; it reflects how individuals define success and how institutions respond to the shifting demands of professionals and organizations in a knowledge-driven economy.

For individuals, the pursuit of a doctorate is increasingly shaped by the need to remain relevant, credible, and impactful in a world where expertise is constantly being redefined. The DAIA-CSS framework reminds us that career success is not one-size-fits-all. Some professionals seek intellectual depth and academic contribution; others prioritize strategic influence, entrepreneurial impact, or financial growth. The PhD and DBA offer different pathways to fulfillment, and the key lies in alignment between the degree and the individual’s evolving definition of success in the future of work.

The choice between a PhD and a DBA is no longer a binary decision between academia and practice; it reflects how individuals define success and how institutions respond to the shifting demands of professionals and organizations in a knowledge-driven economy.

For institutions, this transformation presents both a challenge and an opportunity. Too many universities still hesitate to embrace the DBA, fearing it may dilute their academic brand. But this view is increasingly outdated. The DBA is not a lesser doctorate; it is a different one, designed for a different purpose. It belongs at the heart of executive education, offering experienced professionals a rigorous, research-based platform to address real-world challenges. In a world where business problems are complex, fast-moving, and interdisciplinary, the DBA equips leaders to generate actionable insights with academic integrity.

In this context, the DBA should be seen not as a competitor to the PhD, but as a natural progression from executive master’s programs—such as the Executive MBA or specialized master’s degrees in finance, marketing, human resource management or leadership. For many professionals, these programs provide the foundation for strategic thinking and advanced management skills. The DBA offers the next step: a structured opportunity to deepen expertise, generate original insights, and contribute to the broader business community through applied research. It transforms experienced practitioners into practitioner-scholars—individuals who not only lead but also shape the thinking behind leadership.

This is particularly relevant in the fields of human resource management, strategy, marketing, and finance where globalization, demographic shifts, and digital transformation are redefining the nature of work and talented professionals are now expected to navigate complex, multicultural environments while addressing issues such as remote collaboration, global mobility, and inclusive leadership. The rise of artificial intelligence further amplifies these challenges, raising critical questions about algorithmic bias, workforce reskilling, and the ethical use of data in people analytics (See: Dolan, Raich and Trevino, 2025). A DBA enables leaders to rigorously investigate these emerging dynamics and develop evidence-based strategies that align organizational goals with human potential. By bridging academic research and practical application, the DBA empowers management professionals to become strategic architects of the future workplace—globally aware, technologically fluent, and deeply attuned to the evolving expectations of a diverse workforce.

For business schools, this presents a strategic opportunity. The DBA can serve as a flagship offering within the executive education portfolio, reinforcing the institution’s commitment to lifelong learning, innovation, and societal impact. By integrating the DBA into their ecosystem, schools can build bridges between academic research and business practice, attract high-caliber professionals, and expand their influence beyond traditional academic boundaries. Far from diluting the brand, a well-designed DBA program can enhance it, by demonstrating that the institution is responsive to the evolving needs of the market and capable of delivering research that matters.

As the future of work continues to unfold—with careers becoming more fluid, interdisciplinary, and purpose-driven, the demand for flexible, relevant, and high-impact doctoral education will only grow. Institutions that embrace this shift will be better positioned to lead. And individuals who reflect deeply on their values, aspirations, and definitions of success will be better equipped to choose the path—PhD or DBA—that aligns with their vision of a meaningful and impactful career.

As a final note, let us insist that the future of doctoral education in management/business depends on a shared commitment to relevance, diversity, and the recognition that success comes in many forms. Institutions must evolve to support this diversity, and individuals must choose the path that best aligns with their purpose. The DBA and the PhD are not competitors, they are complementary responses to a world where knowledge, leadership, and impact are more interconnected than ever. In the future of work, both degrees have a vital role to play.

The images are original illustrations by Ishu Shrestha,
HEAD OF DIGITAL STORYTELLING & GLOBAL ENGAGEMENT, The Global Future of Work Foundation. 

About the Authors

Dr Jean-Luc CerdinDr. Jean Luc Cerdin is a full professor at ESSEC Business School (France). He specializes in international management of human resources, careers, and mobility. He obtained his doctorate (PhD) at the University of Toulouse and a master’s degree at London School of Economics. Dr. Cerdin has authored and co-authored many publications in his field of expertise, as well as several best-selling books. 

simon dolanDr. Simon L. Dolan is the President and Co-founder of GFWF. He was the former director of the ESADE Future of Work Chair, and holds a PhD in People Management and Work Psychology from the University of Minnesota. He is the co-founder of E-merit Academy, creator of the concept, methodology and tools of “Managing, Leading and Coaching by Values” (www.learningaboutvalues.com), and creator of the STRESS MAP and the online digital diagnosis of stress (www.stress2resilience.com), He is the founder of Gestion M.D.S. management consulting (Canada). He is a former full professor at the Universities of Montreal, McGill, Boston, and others. Dr. Dolan has published over 85 books (in different languages), and over 180 articles in journals destined for business and the academia. He is a paradigm breaker and highly solicited speaker on issues of work in Tomorrowland, culture reengineering, innovative executive coaching, stress management and health enhancement, and new leadership.

Dr. Michel KalikaDr. Michel Kalika, emeritus Professor, is the president of the Business Science Institute, an international academic network providing an Executive Doctorate in Business Administration (AMBA accredited) in face-to-face (10 locations) and online formats, in French, English, German,  and Spanish. In 2025, the Business Science Institute DBA program included 200+ doctoral manager-researchers from 60 countries, 200+ faculty members, 220 graduates, and a collection of 60+ books dedicated to DBA studies. He has co-coordinated a book on the DBA written by authors from eight leading DBA programs in six countries. Previously, Michel Kalika was professor at Lyon School of Management, University Jean Moulin, at Paris Dauphine University, where he created DBA and MBA programs, and dean of EM Strasbourg Business School. Michel is the author or co-author of more than 25 books and approximately 100 various other publications in the fields of strategy and information technology.

References
Arthur, M. B., Khapova, S. N., and Wilderom, C. P. M. (2005). Career Success in a Boundaryless Career World. Journal of Organizational Behavior, 26(2), p. 177–202. https://doi.org/10.1002/job.290
Briscoe, J. P., Kaše, R., Dries, N., Dysvik, A., Unite, J. A., Adeleye, I., Andresen, M., ……, & Zikic, J. (2021). Here, There, and everywhere: Development and Validation of a cross-culturally Representative Measure of Subjective Career Success. Journal of Vocational Behavior, 130, 103612. https://doi.org/10.1016/j.jvb.2021.103612
Dolan S.L. Raich M., Trivino (2025). Equipping for Tomorrow: Unlocking New Skills for the Future of Work in 2033, The European Business Review, July-August
Gunz, H. P., and Heslin, P. A. (2005). Reconceptualizing Career Success. Journal of Organizational Behavior, 26(2), 105–111. https://doi.org/10.1002/job.300
[1]The authors are members of the international faculty that comprise our DBA program, which was established over a decade ago by Professor Michel Kalika through the Business Science Institute (BSI) in Luxembourg. Recently, we have strengthened our program with the exciting addition of the Global Future of Work Foundation, which now offers a virtual, multilingual DBA. This innovative program explores a variety of themes and perspectives related to the Future of Work, ensuring that our students are at the forefront of this vital area. Our international faculty represents a distinguished “who’s who” in the field, bringing a wealth of knowledge and experience that inspires and empowers our participants. For more info, check DBA in the Future of Work – Global Future of Work Foundation

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Unveiling the Shadows: Understanding and Transforming Hidden Societal Risks https://www.europeanbusinessreview.com/unveiling-the-shadows-understanding-and-transforming-hidden-societal-risks/ https://www.europeanbusinessreview.com/unveiling-the-shadows-understanding-and-transforming-hidden-societal-risks/#respond Thu, 14 Aug 2025 08:20:43 +0000 https://www.europeanbusinessreview.com/?p=233926 By Dr. Pedro Cesar Martinez Moran and Dr. Simon L. Dolan In today’s ever-evolving world, it’s crucial to look beyond the surface and recognize the potential dangers lurking in the […]

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By Dr. Pedro Cesar Martinez Moran and Dr. Simon L. Dolan

In today’s ever-evolving world, it’s crucial to look beyond the surface and recognize the potential dangers lurking in the unseen corners of our society. While the idea of a hidden harmful society may seem daunting, it also presents us with a powerful opportunity for awareness and growth. This article sheds light on these issues with the hope of empowering all of us (communities, political leaders, corporations and academic institutions) to take proactive steps toward positive change. Ignoring these challenges may seem easier, but envisioning a healthier and more sustainable future requires us to confront the realities that many may overlook.

Introduction

We live in a time when society, far from being a refuge of support and growth, can become a source of silent harm. A harmful society is one that, consciously or unconsciously, normalizes behaviors that hurt, exclude, or humiliate others. It is not just about great acts of violence or injustice but about an everyday culture where damage – emotional, social, symbolic – is reproduced without question.

In a harmful society:

  • My judgment is the only valid one. I contrast my analysis with those who will corroborate my analysis. I reject those who force me to rethink.
  • Criticism, sometimes ruthless, replaces the rational.
  • Appearance is valued more than well-being.
  • Social networks become free administrators of empty sentences and self-promoting sentences. There is no room for fair judgment.
  • Relationships – family, work, affective – are destroyed by struggles for power, control or ego.
  • Sustaining or promoting mental health is minimized or ridiculed.
  • Success is measured in terms of performance, not balance or humanity, not employing value added to community or to society.
  • Good manners are seen as a weakness.

The most complex aspect of a harmful society is that many of its practices have become so common that they go unnoticed: ignoring someone as a form of punishment, mocking under the pretext of humor, making irony an insidious source of punishment and humiliation, constantly competing, speaking ill of others to validate themselves. Such is not only a society that allows harm, but one that, many times, encourages it, normalizes it and even rewards it.

The danger of this type of society is not always obvious. “He disguises himself in successful speeches, hides behind screens, and feeds on the fear of not fitting in.”1 Little by little, it erodes mental health, destroys collective trust, and creates a culture where toxic individualism prevails. It makes us forget that what is truly human is to take care of others, not to crush them.

If we are not aware, we risk perpetuating this damage. For this reason, it is urgent to question the values that are imposed on us, to build communities based on respect, solidarity and common welfare. Only in this way can we transform a harmful society into a society that heals.2

Conflicts have always existed. They have diverse origins such as different ethnicities, religions, political ideologies, social differences and economic inequalities, access to and possession of territories, and the tenure of natural resources. The consequence of many of these conflicts has been confrontation, war, destruction, partial or total. The trail of hatred and revenge has fueled the behaviors of generations and generations.

Society has been generating models for overcoming these conflicts. Peace treaties, reconciliation processes, mediation and negotiation tables have been instruments used to eradicate future disputes. Such confrontations are elevated to a higher level. Entire territories and countries or population centers are involved in the fight. Either from within the opponents or together with the support of third parties, an end is sought for them. Rarely have the means of pacification managed to have a sense of anticipation.

In recent years, a set of disputes, fights, and confrontations with lower participation of contenders have appeared, which leaves a silent trail of damage. Due to their magnitude and the various scenarios in which they occur, it is difficult to avoid not being involved in any of them. The stealthy sum it produces leads to perpetuating that we are facing a harmful society with different ramifications.

The dark side of social media

In the digital age, spaces that should foster connection and growth have too often become places of revenge or disqualifications.

On social networks, validation has become a bargaining chip. Personal worth seems to be measured in likes, followers, and viral content. This system drives constant competition for attention and approval, leading many people to distort their identity, hide their pain, or even attack others to gain visibility. Behind the screens, the other is dehumanized. Hate speech, cancellation without reflection and the pressure to appear to have a perfect life are clear symptoms of a society that feeds on judgment and not on understanding.

The silent damage of breaking friendships

Understanding and Transforming Hidden Societal Risks

Divorces and separations are, by nature, complex and painful processes. However, when one or both members of the couple act out of resentment, the need for revenge or the desire to hurt the other, the damage that is generated goes far beyond the emotional. Instead of closing a stage with respect and maturity, a cycle of psychological violence, manipulation and deep wounds that can last for years is opened.

One of the most harmful behaviors is the use of children as a tool to punish the other parent. This can be reflected in parental alienation when one parent emotionally manipulates children into rejecting the other. This type of behavior has devastating consequences for the children, who carry a divided loyalty and emotional confusion that can mark their development, in addition to hurting the excluded father or mother.

Another common behavior is the distortion of reality in legal processes. Exaggerating or inventing situations to gain advantages in matters such as custody, pension or the extinction of the existing condominium not only delays the judicial process but also contaminates relationships and emotionally wears down everyone involved. This instrumentalization of justice for vengeful purposes shows a clear intention to harm the other beyond what is reasonable.

The constant reminder of events that have occurred in the past, with an extensive litany of dates, places and details, far from paving the way, feeds gasoline on the irreducible fire of hatred.

Passive-aggressive attacks are also frequent, such as defaming the ex-partner in front of friends, neighbors, family or even on social networks. This type of behavior seeks to destroy the reputation of the other, generating social and emotional damage that is often irreversible.

Silence becomes a weapon of destruction. All communication is cut off. Messages are no longer answered, which, inevitably, need another one back. Sometimes, open dialogue is suddenly replaced by a cold and freezing silence.

These attitudes not only prevent a healthy separation but also perpetuate a negative bond between people who should no longer have any relationship than is strictly necessary, especially if there are children involved. Sustained and nurtured resentment damages mental health, prevents the closure of the cycle and makes it difficult to build new personal or family relationships.

The real problem is not the divorce itself but how it is managed. When the breakup becomes a battlefield where the focus is to win or make the other suffer, everyone loses. Opting for respect and dialogue, as difficult as it may be, is the only way to mitigate the pain and prevent a separation from becoming a permanent wound.

When a friendship is broken with the intention of hurting

Friendship breakups, although less visible than those of a couple, can be just as painful. There are records of divorces and separations but none of broken friendships. And when such breakups come with a load of resentment or with the clear intention of hurting, the damage can be deep and lasting.

Cutting off all communication without explanation or applying the silent treatment for a long time can leave the other in a situation of bewilderment and pain, especially if the relationship was close.

One of the most toxic behaviors in these situations is to speak badly of the ex-friend to third parties, seeking to isolate him or her socially or destroy his or her image. This not only fuels conflict but creates unnecessary divisions in common groups and sows mistrust.

Another form of harm is the revelation of shared secrets, a direct betrayal that goes to the heart of the trust that once united both people. Breaking that implicit pact not only hurts but leaves a mark that is difficult to erase.3

The use of silence as punishment is also common. Cutting off all communication without explanation or applying the silent treatment for a long time can leave the other in a situation of bewilderment and pain, especially if the relationship was close.

The problem isn’t that friendships end—it’s natural for some relationships to change or dissolve over time—but the way some people choose to close those ties: with anger, manipulation, or contempt.

Closing cycles with dignity, even in friendship, is a sign of emotional maturity. When the intention is to harm, the one who loses the most is not always the other: it is oneself.

Family conflicts: When the bond becomes a weapon

Family conflicts, while inevitable in many cases, can become deeply destructive when behavior is guided not by the desire to resolve but by the desire to hurt. In those moments, the emotional closeness that binds family members together becomes the sharpest weapon.

One of the most common and harmful acts is bringing up past mistakes to humiliate or manipulate the other. Instead of addressing a current problem, old wounds are used as a form of punishment. This not only poisons the present but also prevents any possibility of honest reconciliation.

It is also common to take sides within the family, where a marked division is generated between “mine” and “yours”, deteriorating the family fabric and leaving some members emotionally isolated. This dynamic fuels resentment and breaks trust.

Silence is also used in this area. Ignoring, excluding, and cutting off communication are powerful means of emotional violence. In a family, being ignored hurts more than being yelled at.

Silent violence in education

In schools and universities, emotional damage is often hidden behind jokes, group dynamics or non-explicit hierarchies. Bullying among peers, humiliation disguised as humor, systematic exclusion or favoritism by teachers are forms of daily violence that rarely transcend. As in other close relationships, the damage is more serious because it is born from coexistence and apparent normality and because, many times, those who suffer it do not feel legitimized to name it.

Formal and informal authority protects the one who commits the punishment. The victim feels different moods, in many cases, even contradictory. Demonstration of the complex psychological situation that drags and leaves the suffering evil.

Silent hostility in neighborhood communities

Neighborhood communities, neutral spaces for coexistence, can become scenarios of sustained conflict and subtle emotional damage. Unlike major social confrontations, here, the discomfort is built in silence through small but persistent gestures, looks of contempt, rumors that circulate in the corridors, repeated complaints, indirect comments or the simple act of ignoring the other deliberately.

Many times, these conflicts do not have a specific origin but are fed by prejudices, lifestyle differences, or resentments accumulated over time. Disputes over the use of common spaces, noise or the rules of coexistence are transformed into personal battles where the objective is no longer to solve and becomes to punish, point out or marginalize.

This type of damage is difficult to denounce or make visible because it moves in the implicit. There are usually no direct insults or physical aggressions, but there is an atmosphere of constant tension that wears down the emotional health of those who inhabit it. The victim often ends up isolated, not knowing how to act without appearing to be exaggerating or combative.

Coexistence, when contaminated by contempt or indifference, can become a hostile environment. And the saddest thing is that this type of passive violence usually lasts for years, becoming normalized.

Invisible wear and tear in work environments

Understanding and Transforming Hidden Societal Risks

Work, beyond its productive function, is a space of human bonds, and as such, it can also be the scene of harmful dynamics that, although not always expressed openly, undermine the emotional health of those who suffer from them. In many work environments, mistreatment does not occur in shouting or explicit aggression but in more subtle forms: exclusion from important conversations, constant indifference, passive-aggressive comments or a systematic lack of recognition.

The damage is aggravated when these attitudes are normalized under the logic of “that’s the way things are here” or when those who suffer it are afraid to point it out for fear of reprisals, isolation or loss of employment. Rigid hierarchies, poorly managed competitiveness and a lack of safe spaces for dialogue favour this type of silent violence. Often, what appear to be “work tensions” are sustained forms of emotional harassment.

In these environments, people may experience anxiety, low self-esteem, insomnia, and even physical symptoms without clearly identifying the cause. Everyday hostility, when it becomes part of the landscape, leaves deep marks and affects not only professional performance but also personal life.4

Efficiency and productivity have become a supreme value. Burnout is glorified as a sign of commitment, while minimizing the importance of emotional well-being. Toxic environments, unfair competition, and a lack of empathy among colleagues are signs of a culture that rewards results, not humanity. In many cases, those who speak out are silenced for fear of reprisals or the stigma of being “problematic”.

Work should be a place where one can grow, contribute and feel a part of something. When it becomes a field of constant emotional exhaustion, the damage transcends work: it erodes the dignity and well-being of those who suffer from it.

Conclusion

We have built systems that harm instead of caring, that isolate instead of uniting. A harmful society is not born from a single act but from small collective decisions that normalize injustice and despise vulnerability.

The solution is not only to resist but to transform. It is urgent to reclaim authenticity, both in what we share and in how we work. We need spaces that promote real conversations where people are valued beyond their achievements. Only in this way can we break the cycle and build a better society.

Harmful society presents multiple dangers that affect not only individuals but also the community. These dangers can manifest themselves in various ways, from toxicity in interpersonal relationships to the perpetuation of harmful stereotypes to misinformation and emotional manipulation.

One of the most concerning aspects of a harmful society is how it can affect people’s mental health. The pressure to meet unrealistic standards can result in anxiety, depression, and a decline in self-esteem. In addition, the toxic environment can encourage destructive competition rather than collaboration, which in turn limits creativity and personal growth.

However, all is not lost. It is critical that we become aware of these dangers and work together to build a healthier, more positive environment. By promoting empathy and open communication, we can dismantle harmful stereotypes and foster relationships based on respect and support.

Likewise, education plays a central role. Informing ourselves about the harmful effects of disinformation and developing critical thinking will allow us to make more informed decisions and contribute to a more inclusive society.

Each of us has the power to be an agent of change. By adopting a positive mindset and supporting those around us, we can build a community that values collective well-being over societal pressures. Let us accept the responsibility to transform our society, addressing the dangers and always choosing what edifies and uplifts. Change starts with us!

About the Authors

Dr. Pedro Cesar Martinez Moran Dr. Pedro Cesar Martinez Moran is the Director of Master in Talent Management at Advantere School of Management. Since 2017, he has also been the Director of Master of HR at he Pontificia University of Comillas. In addition to academic work, he has worked in different roles as senior executive and senior consultant. Currently he is a member of the board of the Global Future of Work Foundation (www.globalfutureofwork.com).

Dr. Simon L. Dolan Dr. Simon L. Dolan is a professor at Advantere School of Management and the University of Comillas. He is the former director of the ESADE Future of Work Chair. He has a PhD in People Management and Work Psychology from the University of Minnesota and is a former full professor at ESADE, the University of Montreal, McGill University, Boston University, and others. He has published over 80 books, including academic textbooks in HR, in English, French, and Spanish. He is the co-founder and president of the Global Future of Work Foundation (www.globalfutureofwork.com).

References
1. We prefer not to mention specific names, but feel free to apply it to some political leaders or CEOs of very well-known companies.
2. We recommend reading Dolan S.L. Garcia S., Richley B., (2006). Managing by Values: A Corporate Guide to Living. Being Alive and Making a Living in the XXI Century (Palgrave Macmillan); Dolan S. L. (2020). The Secret of Coaching and Leading by Values: How to Ensure Alignment and Proper Realignment (Routledge).
3. In a recent book on trust building, there is an entire chapter that discusses trust in the family and how to build it. The book is currently available in Spanish and French only. Dolan S.L. Brykman K, Diez Piñol M., (2025) “Construir la Confianza“, McGraw Hill; Dolan S., Brykman K., (2025) Déchiffrer le code de la confiance, Presse de l ‘Université du Québec. 
4. For more on that, read in Dolan S.L. (2023). De-Stress at Work: Understanding and Combatting Chronic Stress (Routledge); Dolan S.L. (2007). Stress, Self-Esteem, Health and Work (Palgrave-MacMillan).

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Reimagining Employment: Navigating the Promises and Perils of Artificial Intelligence https://www.europeanbusinessreview.com/reimagining-employment-navigating-the-promises-and-perils-of-artificial-intelligence/ https://www.europeanbusinessreview.com/reimagining-employment-navigating-the-promises-and-perils-of-artificial-intelligence/#respond Thu, 10 Jul 2025 09:44:35 +0000 https://www.europeanbusinessreview.com/?p=227524 By Dr. Simon L. Dolan, Dr. Mario Raich, and Pedro César Martínez Morán The best thing ever to happen to humanity – or the worst? The predictions for the impact […]

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By Dr. Simon L. Dolan, Dr. Mario Raich, and Pedro César Martínez Morán

The best thing ever to happen to humanity – or the worst? The predictions for the impact of AI range from the euphoric to the apocalyptic. Where does the truth lie? Perhaps everything depends on those driving its adoption.

The conversation surrounding AI-driven automation is one permeated with fear and uncertainty, as many visionaries have foreseen the profound disruptions it could inflict on our labor markets. Their words echo with a somber resonance, reminding us of the precarious balance between technological advancement and the well-being of countless individuals.

Albert Einstein once said, “I fear the day that technology will surpass our human interaction. The world will have a generation of idiots.” This stark warning encapsulates a growing concern — that our pursuit of efficiency will undermine the fundamental essence of human contribution in the workforce. Imagine a future where machines replace the very hands that toil, rendering people expendable and relegating their aspirations to dust.

Moreover, the late Stephen Hawking articulated a chilling vision: “The rise of powerful AI will be either the best or the worst thing ever to happen to humanity. We do not yet know which.” His words resonate deeply, trembling with the weight of existential dread. As we rush toward an era driven by algorithms and automaticity, we are left to ponder: who will remain at the heart of the labor market? Will our dreams of productivity lead us to a dark abyss of unemployment, where human touch is deemed obsolete?

Elon Musk, a fervent advocate for caution in the face of AI technology, hauntingly warned, “I think we should be very careful about artificial intelligence. If I were to guess at what our biggest existential threat is, it’s probably that… With AI, we are summoning the demon.” His metaphor serves as a reminder that with our relentless quest for innovation, we might unleash forces we cannot control. As machines increasingly supplant jobs, we risk surrendering not only our livelihoods but also our sense of purpose.

AI controling a man

The truth is, the march of technology is relentless, and the toll it has on the workforce can feel insurmountable. As we stand on the precipice of this brave new world, we find ourselves embroiled in a moral quandary: how do we safeguard the dignity of work in an age where the machines are rising? Will we allow the fear of joblessness to transform our society into one where purpose is lost, replaced solely by automation’s cold efficiency? It is a future that beckons with both promise and peril, and it is one that demands our urgent reflection.

Pessimistic Vision: The Fear of Job Displacement

Critics argue that AI-driven automation will disrupt labor markets, rendering millions jobless. Routine tasks in manufacturing, customer service, transportation, and even white-collar sectors like law and finance are increasingly automated. A seminal Oxford study by Frey and Osborne (2013) estimated that 47 per cent of U.S. jobs are at high risk of automation. Nearly 10 years later, “jobs with a high risk of automation constitute approximately 27 per cent on average across OECD countries” (source: https://www.cesi.org/posts/oecd-27-of-jobs-at-high-risk-from-ai/).

AI’s rapid advancement, unlike previous technological shifts, may outpace workers’ ability to adapt, exacerbating inequality. As economist John Maynard Keynes warned in 1930, “technological unemployment” arises when “the discovery of means of economising the use of labour outrun[s] the pace at which we can find new uses for labour.” Critics like Elon Musk caution that AI could create a “jobless underclass,” while Stephen Hawking feared it might become “the worst event in civilization’s history” if mismanaged.

Here are some pessimistic quotes from notable figures who have expressed concerns about AI-driven automation and its potential to disrupt labor markets, leading to widespread job losses:

  • Stephen Hawking (theoretical physicist): “The automation of factories has already decimated jobs in traditional manufacturing, and the rise of artificial intelligence is likely to extend this job destruction deep into the middle classes, with only the most caring, creative, or supervisory roles remaining.”
  • Elon Musk (CEO of Tesla and SpaceX): “AI is a fundamental existential risk for human civilization, and I don’t think people fully appreciate that. It’s capable of vastly more than almost anyone knows, and the rate of improvement is exponential. We need to be super careful with AI. It’s potentially more dangerous than nukes.” And moreover: “There will be fewer and fewer jobs that a robot cannot do better. These are not things that I wish will happen. These are simply things that I think probably will happen.”
  • Bill Gates (co-founder of Microsoft): “Software substitution, whether it’s for drivers or waiters or nurses… it’s progressing… Technology over time will reduce demand for jobs, particularly at the lower end of the skill set.”
  • Andrew Yang (entrepreneur and former U.S. presidential candidate): “The truth is that automation is already here, and it’s already destroying jobs. The pace of job destruction is only going to accelerate in the coming years, and we’re not prepared for it.”
  • Yuval Noah Harari (historian and author of Sapiens): “As artificial intelligence outperforms humans in more and more tasks, it will replace humans in more and more jobs. Many new professions are likely to appear—virtual-world designers, for example. But such professions will probably require more creativity and flexibility, and it is unclear whether 40-year-old unemployed taxi drivers or insurance agents will be able to reinvent themselves as virtual-world designers.”
  • Martin Ford (futurist and author of Rise of the Robots): “The real threat is mass unemployment—or, at the very least, a future in which a great many people simply cannot find work because they have been displaced by machines and there are no new jobs to replace the ones that have been lost.”
  • Noam Chomsky (linguist and political activist): “The development of full artificial intelligence could spell the end of the human race. It would take off on its own and redesign itself at an ever-increasing rate. Humans, who are limited by slow biological evolution, couldn’t compete and would be superseded.”
  • Kai-Fu Lee (AI expert and author of AI Superpowers): “AI will increasingly replace repetitive jobs, not just for blue-collar work but a lot of white-collar work. The disruption will be profound, and we need to think about how to prepare for a world where a significant portion of the population is unemployable.”

Optimistic Vision: Adaptation and New Opportunities

History, however, suggests resilience. The Industrial Revolution, despite displacing agrarian workers, birthed factories, railways, and urban services, ultimately raising living standards. Similarly, AI will eliminate some roles but spawn new industries. The World Economic Forum (2020) predicts that AI will create 97 million new jobs by 2025, including roles in AI ethics, data science, and human-machine collaboration. For instance, while self-driving trucks may reduce driving jobs, they will increase demand for logistics analysts and remote fleet managers. And, further, an IMF report found that AI will impact 40 per cent of jobs worldwide. In advanced economies, this figure rises to 60 per cent, with roughly half experiencing negative effects (Cazzaniga et al. 2024).

In a world rapidly transforming through the lens of artificial intelligence, it’s easy to feel a twinge of anxiety over the future of work.

AI’s true potential lies in augmenting human capabilities, not replacing them. Erik Brynjolfsson, an MIT economist, argues that “AI can be a tool to complement human creativity,” enabling workers to focus on complex problem-solving and innovation. Education and reskilling programs will be critical. David Autor, a labor economist, notes that “automation reshapes work, but rarely eliminates it,” emphasizing that technology historically creates more jobs than it destroys.

In a world rapidly transforming through the lens of artificial intelligence, it’s easy to feel a twinge of anxiety over the future of work. Yet, amidst these uncertainties, voices of optimism rise above the noise, reminding us of the boundless opportunities that lie ahead. Some of our greatest thinkers and leaders have expressed powerful sentiments about AI-driven automation, shedding light on a hopeful narrative that encourages us to embrace this evolution with open hearts and open minds.

Consider the words of Satya Nadella, CEO of Microsoft, who once said, “Our industry does not respect tradition—it only respects innovation. We can innovate our way into a better future.” This sentiment speaks to the heart of what AI can accomplish. It is not merely a tool to replace jobs, but a gateway to new realms of innovation. As automation takes over mundane tasks, our creative capacities are freed—from the mundane to the magnificent.

Jacques Attali, the French economist and former advisor to President François Mitterrand, propounded a hopeful vision for the future when he stated, “The future will be about silicon and minds, about man-machine cooperation.” His insight urges us to envision a world where the relationship between humans and technology is one of collaboration, not conflict. The journey ahead is not about pitting man against machine but rather weaving a fabric of teamwork that harnesses the strengths of both to tackle challenges head-on.

And as we stand on the precipice of this adventurous journey, let us hold dear the words of Sheryl Sandberg, COO of Facebook: “Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence.” This philosophy of leadership is crucial in an AI-driven world, where it is our collective responsibility to mentor and uplift one another. We must ensure that the transformation does not lead to division but fosters an inclusive community where everyone can thrive.

The essence of these quotes encapsulates a future filled with promise and possibility. We must remember that automation is not an end, but a beginning—an opportunity to redefine human work and elevate one another. Let us boldly step forward, arms intertwined and hearts open, as we collectively shape the landscape of tomorrow. The power to transform our futures lies in our hands, guided by hope, innovation, and a shared vision of a prosperous world for all.

Here are some additional optimistic quotes from notable figures who have expressed positive outlook about AI-driven automation and its potential to enhance well-being in civilization and create tons of new jobs that will compensate for the routine, boring and manual work:

  • Mark Zuckerberg (co-founder and CEO of Meta): “AI is going to make our lives better in the future, and it’s already improving our lives today in many ways. We’re going to have more tools to solve big problems, create new opportunities, and improve the quality of life for people around the world.”
  • Satya Nadella (CEO of Microsoft): “AI is one of the most transformative technologies of our time, and it has the potential to help solve some of the world’s most pressing challenges. It’s not about man versus machine; it’s about man with machines. We need to think about how we can use AI to augment human capabilities and create new opportunities for everyone.”
  • Fei-Fei Li (AI researcher and professor at Stanford): “AI is not going to replace humans; it’s going to augment humans. The future of work is not about humans versus machines; it’s about humans working alongside machines to achieve things we couldn’t do before.”
  • Ginni Rometty (former CEO of IBM): “AI will not destroy jobs; it will change them. Every job will be augmented by AI, and new jobs will be created that we can’t even imagine today. The key is to focus on reskilling and upskilling the workforce to prepare for this future.”
  • Andrew Ng (AI pioneer and co-founder of Coursera): “AI is the new electricity. Just as electricity transformed almost everything 100 years ago, today I have a hard time thinking of an industry that I don’t think AI will transform in the next several years. This will create new opportunities and improve productivity across the board.”
  • Jensen Huang (CEO of NVIDIA): “AI will create more jobs than it displaces. It will enable entirely new industries and opportunities that we can’t even envision today. The key is to embrace the technology and invest in education and training to prepare the workforce for the future.”
  • Erik Brynjolfsson (economist and Director of MIT’s Initiative on the Digital Economy): “Technology is not destiny. The future of work depends on the choices we make today. AI and automation can lead to greater productivity, higher wages, and more leisure time if we manage the transition wisely. The challenge is to ensure that the benefits are widely shared.”
  • Reid Hoffman (co-founder of LinkedIn): “AI will not eliminate jobs; it will transform them. The future of work is about humans and machines collaborating to achieve more together than either could alone. The key is to focus on lifelong learning and adaptability.”
  • Ray Kurzweil (futurist and inventor): “AI will augment human intelligence and create new opportunities for innovation and creativity. It’s not about replacing humans; it’s about enhancing our capabilities and enabling us to solve problems that were previously unsolvable.”

These quotes reflect a more hopeful perspective on AI-driven automation, emphasizing the potential for collaboration between humans and machines, the creation of new industries, and the importance of education and adaptability in navigating the future of work. While challenges remain, these voices argue that AI can be a force for positive change if managed thoughtfully.

Conclusion and a Strong Message to Future-Shapers

AI - stairs with an arrowWhile AI will disrupt certain sectors, humanity’s capacity to adapt is enduring. By investing in education, social safety nets, and policies that promote equitable access to new opportunities, societies can harness AI’s benefits. As with the Industrial Revolution, fear of obsolescence is natural but unwarranted. As economist Joseph Schumpeter observed, technological progress involves “creative destruction”—a cycle of renewal that ultimately drives prosperity. The future need not be bleak if we proactively shape it.

As robots and intelligent machines increasingly take the reins of production and value creation, we stand on the precipice of a profound transformation—one that calls for new mechanisms of value sharing, potentially paving the way for a groundbreaking economy and business paradigm. This shift compels us to contemplate the very essence of work, which has already begun to evolve and will continue to do so. Work should not merely be a means to an end; it is fundamentally about addressing human challenges, delivering essential products and services, and ensuring a dignified quality of life for everyone who desires it.

Quality of life encompasses our deepest values and the fulfillment of our unique journeys in life. It’s about chasing dreams, nurturing our passions, and fostering connections that enrich our existence. Kate Raworth’s groundbreaking work, Doughnut Economics, published in 2017, resonates powerfully in this context. She brilliantly challenges us to rethink our economic systems by posing a vital question: How can we transform economies driven by relentless growth into ecosystems that enable all of us to thrive, irrespective of their growth rates? This is not just an economic inquiry; it’s a heartfelt call to reimagine our priorities, to build a future where the fruit of our labor nourishes our souls and uplifts our communities, ensuring that no one is left behind. Let us embrace this opportunity for change with open hearts and minds, forging a path toward a more humane and nurturing world.

Viewing only paid activities as work is a grave misconception that diminishes the true essence of what it means to contribute to society. We must embrace a broader definition that recognizes all meaningful endeavors—those that enhance life quality and create enduring values—as vital forms of work. This perspective includes the invaluable contributions made through education, nurturing minds and souls for a better future.

Today, the relentless dance of growth and greed continues to ensnare our economy in an unbreakable grip, perpetuating the illusion of endless expansion. Profit has become the singular, dominant measure of success for businesses, often at the devastating expense of the ecosystems upon which our survival depends. Meanwhile, bureaucratic red tape suffocates innovation, fueling the chaos within organizations. Misguided entrepreneurs, chasing the mirage of limitless profit, have turned their enterprises into something akin to a cancer, threatening the very fabric of our economic health.

As we strive to produce faster, cheaper, and more efficiently, we inadvertently strip away the human element—the workers who are also our consumers. Unemployment rises, leading to diminished purchasing power and an increased social burden that affects us all. The stark truth emerges when jobs vanish, so too do consumers and taxpayers. This connection is undeniable: “No work, no economy.”

The fallout isn’t just economic; it’s profoundly social. We witness a dangerous polarization within our communities, leading to fractures that threaten our cohesion and provoke unrest. It’s time for a profound shift—one that redefines our perception of the economy, business, work, and the values that govern our lives. In an age where robots and intelligent machines take over vast swathes of production and value creation, we must forge new mechanisms for sharing the wealth generated by these advancements. We need a revolutionary reimagining of our economy, one that prioritizes human dignity over blind profit and cultivates a future in which every individual can contribute meaningfully, thrive, and find purpose. The journey is challenging but, together, we can pave the way to a more equitable and harmonious world for all.

About the Authors

simonDr. Simon L. Dolan is currently a professor and Senior Director of Research and Programs at Advantere School of Management (Madrid) and the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona. He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 85 books on themes connected to managing people, culture reengineering, values, coaching, stress, and resilience enhancement. In 2024 he was awarded a doctorate honoris causa (University of Huelva) and the IFSAM Award for Excellence in Societally Relevant Management Scholarship. He has published over 170 papers in scientific journals. He is an internationally sought-after speaker. His full CV is at: www.simondolan.com.

Mario RaichDr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organizations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy and Managing Director of Raich Futures Studies in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society.

pedro moranPedro César Martínez Morán is the Director of the Master in Talent Management Faculty at Advantere School of Management, affiliated with Comillas, Deusto and Georgetown Universities (www.advantere.org). He is a professor of Human Resources and researcher and scientific reviewer in Human Resources and Talent Management. Dr. Martínez Morán is an author and speaker on people management.

References
  • Autor, D. H. (2015). “Why Are There Still So Many Jobs?”, Journal of Economic Perspectives. vol. 29, issue 3, 3-30
  • Brynjolfsson, E., & McAfee, A. (2014). The Second Machine Age: Work, progress, and prosperity in a time of brilliant technologies. W.W. Norton & Co.
  • Cazzaniga, M., Jaumotte, M. F., Li, L., Melina, M. G., Panton, A. J., Pizzinelli, C., and Tavares, M. M. (2024). “Gen-AI: Artificial intelligence and the future of work”. International Monetary Fund.
  • Frey, C. B., & Osborne, M. A. (2013). “The Future of Employment”. Published by the Oxford Martin Programme on Technology and Employment, University of Oxford. extension://efaidnbmnnnibpcajpcglclefindmkaj/https://oms-www.files.svdcdn.com/production/downloads/academic/future-of-employment.pdf
  • Keynes, J. M. (1930). “Economic Possibilities for Our Grandchildren”, in Essays in Persuasion (New York: Harcourt Brace, 1932): 358-373 (extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.aspeninstitute.org/wp-content/uploads/files/content/upload/Intro_and_Section_I.pdf)
  • Raich M., Klimek J., Dolan, S.L. Cisullo C., and Klimek S. Shaping Our World (Forthcoming Fall 2025)
  • Raworth K. (2018) Doughnut Economics: The must-read book that redefines economics for a world in crisis. Random House.
  • World Economic Forum. (2020). The “Future of Jobs” Report. (The Future of Jobs Report 2020 | World Economic Forum)

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Equipping for Tomorrow: Unlocking New Skills for the Future of Work in 2033 https://www.europeanbusinessreview.com/equipping-for-tomorrow-unlocking-new-skills-for-the-future-of-work-in-2033/ https://www.europeanbusinessreview.com/equipping-for-tomorrow-unlocking-new-skills-for-the-future-of-work-in-2033/#respond Mon, 07 Jul 2025 08:45:27 +0000 https://www.europeanbusinessreview.com/?p=232024 By Dr. Simon L. Dolan, Dr. Mario Raich, and Iolanda Triviño In an ever-evolving job market, embracing the future requires us to adapt and acquire new skills. Our article, “Equipping […]

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By Dr. Simon L. Dolan, Dr. Mario Raich, and Iolanda Triviño

In an ever-evolving job market, embracing the future requires us to adapt and acquire new skills. Our article, “Equipping for Tomorrow: Unlocking New Skills for the Future of Work in 2033”, emphasizes the importance of leaving behind outdated skills and upskilling for the new landscape. Let’s foster a sense of optimism and readiness for the opportunities ahead!

Introduction

In a rapidly changing job landscape, embracing the future means adapting to new skills and opportunities. The title “Equipping for Tomorrow: Unlocking New Skills for the Future of Work in 2033” not only captures the essence of our message but also instills a sense of optimism and preparedness for what’s to come.

We hope this article will encourage you (the reader) to view the future as a realm of opportunities rather than challenges, and invites you to explore how you (and others in your firm) proactively cultivate the skills necessary to thrive in the evolving workplace.

According to Fred Eichwald in a recent German article, we can anticipate that by 2030, a staggering 70% of job skills will transform. He emphasizes that essential soft skills—such as adaptability, empathy, conflict resolution, and resilience—will be paramount for future success in the workforce.2

Adding to this insight, Simon L. Dolan, president and co-founder of the Global Future of Work Foundation, reveals that a study jointly conducted by the foundation and the Institute for the Futures (at Valkiria) in Barcelona’s innovative 22@ digital district, shows clearly that it’s not always the largest companies that come out on top; but those that are agile and innovative that manage to revolutionize their industries.3 This same study coined “DDOT – Digital Dictionary of Occupational Titles” reported that the most successful professionals in the technology industry were not those who mastered the latest APPs and technology, but those governed by a variety of soft skills that will be specified hereafter.

Considering these findings, we must adapt our understanding of the skills and competencies needed for tomorrow’s job market. Dolan highlights a crucial distinction between two types of skills: “hard” skills, which encompass essential knowledge and expertise, and “soft” skills, which are often more challenging for employers to find. These soft skills are emerging as key attributes that will enhance employability in the future.

This is an encouraging message for all of us. While the job market is evolving, it also opens numerous opportunities for personal and professional growth. Embracing the development of both hard and soft skills will not only ensure your relevance in the future workplace but also empower you to thrive in an ever-changing environment. Some of the critical emerging future skills include:

  • The ability to search for information and create trusted networks. It is necessary to have a professional who knows how to find vital information at the right time. In a world oversaturated with information, locating the information that really matters is complicated.
  • Having proficiency in different languages and computer skills. Globalization makes it necessary to speak several languages; one language is no longer sufficient.
  • Being creative (cognitive skills). The ability to learn, unlearn and relearn. Do not be afraid to get involved. When you do something new, you can make mistakes, but the basis is that you must learn constantly.
  • The ability to negotiate and renegotiate, even with your worst enemy. Managing conflicts as a source of learning and managing stress and promoting well-being.
  • Being proactive. The employees of the future will have to move with passion, always on the lookout for innovation.

work - globe

What are the skills to be employable in 2030? Xavi Olba a consultant in digital strategy and innovation and member of the 22@ Community, talks about a basic skill for the job seekers of the future: “They must not be great possessors of knowledge, but they must be great managers of knowledge”. In addition, they must have highly developed emotional intelligence. To his list, he adds another set of core competencies.4

  • The 2030 candidate must be himself, know what he wants and be honest. You must know the values that move you.
  • You must know that things don’t often happen the first time and that you need to give your teams time.
  • A much-overlooked skill is humility. Someone humble, Olba says, knows himself very well and knows his strengths and areas for development. He allows himself to be helped by his people. It is clear to him that he does not have an answer for everything. And, most importantly, they are passionate about continuous learning, but always from practice.
  • Great Attitude. In other words, they are always on their best behavior. When he has to row, he rows. But when he must put his mind to it to see where the boat is going, he does.

What does this mean for you, your team and your company? Is there a reason for optimism?

In today’s rapidly changing landscape, we find ourselves amidst a whirlwind of technological leaps, social upheavals, and economic fluctuations that seem to redefine the world of work with each passing quarter. The pace of transformation is relentless, making what is relevant today feel outdated tomorrow. It’s easy to feel overwhelmed in this environment, but it’s also essential to recognize the immense opportunities that these changes bring.

According to LinkedIn, 70 percent of the skills required in today’s professions will change by 2030.5 This is not a fictitious prediction of the future – it is a diagnosis of the present with an announcement. However, the reactions to this range from stoic ignorance to the hectic acquisition of further certificates. What is missing is a systemic rethink – among employees, managers and at the executive level. Also missing is a deep reflection of society leaders, including politicians and academics, in designing, charting and preparing for the new future of work. It is easy to be trapped in pessimism and agony, perhaps it will be better to draw a more optimistic scenario.

Let’s take a moment to reflect on the magnificent potential of this technological revolution. Artificial intelligence and automation are not merely threats to job security; they are powerful tools that can enhance productivity and free individuals from mundane tasks, allowing them to focus on creativity, innovation, and problem-solving. This shift invites us to rethink our roles and encourages an era of upskilling and reskilling. By embracing continuous learning and adaptability, every employee — regardless of position — can become empowered architects of their own career paths.

By embracing change and fostering a growth mindset, we enable ourselves — and our organizations — to innovate, evolve, and lead in this new era.

Social changes are prompting fresh perspectives on work-life balance and employee well-being. As we navigate these shifts, organizations could foster inclusive cultures that value diversity and encourage every voice to be heard. When we embrace these changes, we cultivate environments where collaboration and creativity flourish, leading to innovative solutions that address today’s challenges.

Moreover, while economic crises may add pressure, they are also catalysts for resilience and innovation. Businesses are being pushed to rethink their models, driving them to find creative ways to thrive in uncertainty. Those who embrace agility will not only weather the storm but emerge stronger and more adept at navigating future challenges.

There is no turning back, but that’s a good thing. The world of work is evolving, and you have the chance to be at the forefront of this transformation. Adaptation is not just survival; it’s an opportunity to thrive in a landscape rich with potential. By embracing change and fostering a growth mindset, we enable ourselves — and our organizations — to innovate, evolve, and lead in this new era.

So let us step boldly into the future together. Embrace the possibilities that technological advancements offer, champion social inclusivity, and harness resilience in the face of economic challenges. Together, we can navigate this dynamic world of work, transforming it into a landscape that not only benefits businesses but enriches our lives, careers, and communities.

In our rapidly evolving world, the pace of change can be both exhilarating and daunting. Technological leaps are reshaping the landscape of work, creating new opportunities that once seemed unimaginable. Every day, we witness advancements in artificial intelligence and automation, fundamentally altering how we operate and interact within our professional spheres. With these shifts come social upheavals that challenge our traditional mindsets and expectations about career trajectories and job security.

Yes, economic crises may seem to spring forth with alarming regularity, but within each crisis lies the potential for innovation and transformation. Instead of viewing these fluctuations as setbacks, we can harness them as catalysts for growth. The truth is that the world of work is in a state of permanent transformation, and embracing this evolution is crucial for our personal and collective success.

What was relevant yesterday may no longer have significance today, but rather than fearing obsolescence, let’s focus on the incredible opportunity for reinvention. This is our moment to be proactive learners and agile thinkers, ready to adapt and thrive in the face of change.

The landscapes of our careers are evolving at an unprecedented pace, calling for new skills, new strategies, and fresh perspectives to navigate the shifting terrain effectively. This can be an exciting journey—a call to explore uncharted territories and unlock your full potential.

The key lies in our willingness to embrace lifelong learning, cultivate curiosity, and step outside our comfort zones. Seek out professional development opportunities, engage in conversations with diverse teams, and immerse yourself in the latest innovations within your industry. Each step you take, no matter how small, contributes to your own growth and the brighter future of your organization.

And, what about the management of talent in this new landscape?

With the extraordinary advancements in technology, the landscape of recruiting and human resources is undeniably transforming. Tools like ChatGPT, automated recruiting systems, and generative AI models are reshaping how we connect, assess, and engage with talent. These innovations promise efficiency, increased productivity, and data-driven decision-making. However, amid this technological leap, we must shine a light on a crucial aspect that often gets overshadowed: the social, communicative, and psychological development of professionals in the field.

As we plunge into this new frontier of automated solutions, we risk creating a widening gap between rapid technological progress and the soft skills necessary for effective human interaction. Emotional intelligence, empathy, active listening, conflict resolution, and cultural awareness are timeless skills that form the bedrock of meaningful interpersonal relationships and effective teamwork.  Unfortunately, the pace of technological adoption often leaves little room for nurturing these vital human qualities, leading to a dichotomy that could hinder the overall effectiveness of our workforce.

Organizations must prioritize the development of their professionals alongside the integration of cutting-edge technology. By actively investing in training programs that focus on interpersonal skills, we can ensure that our workforce is not only proficient in using advanced tools but also equipped to thrive in an increasingly complex social landscape.

Companies that cultivate a culture of continuous learning and emotional growth will attract and retain top talent, who see value in an organization that invests in their holistic development.

Encouraging collaborative workshops, mentorship initiatives, and open dialogues can foster an environment where professionals enhance their emotional and social competencies. By pairing the power of AI with the art of human connection, we can create a balanced ecosystem that benefits individuals and organizations alike. Moreover, recognizing and addressing this gap can become a competitive advantage. Companies that cultivate a culture of continuous learning and emotional growth will attract and retain top talent, who see value in an organization that invests in their holistic development. Let’s spotlight this essential element of the workforce equation and advocate for a comprehensive approach to professional growth that harmonizes technological prowess with empathetic and effective communication.

In other words, while we stand at the precipice of a remarkable technological future, we must not overlook the human element at the heart of our professional experiences. By championing social and communicative maturity, we can ensure that our industries do not just keep pace with innovation but thrive in it, creating workplaces that are not only efficient and productive but also humane, inclusive, and thriving. Together, let’s embrace this journey for the betterment of everyone involved!

Some observations about Adaptability and the need for a new educational system

Hardly any other term is used so often and so rarely understood. This is because adaptability is often confused with mere flexibility, with the willingness to “think outside the box”. But it requires more: the ability to question established thought patterns, to rethink roles and not only to endure times of crisis, but to use them productively.

This form of inner flexibility is a psychological feat – especially for managers trained for years to exercise control and make quick decisions instead of self-critically questioning their own actions and demeanor.

But that is exactly what is needed now. Those who can no longer question themselves today will no longer be of any help to others tomorrow. And this is precisely where the problem lies: those who are supposed to lead and drive change are often incapable of change themselves.

There is a growing consensus that current education systems predominantly emphasize the acquisition of specialist hard skills, those technical competencies that can easily be quantified and measured. While these skills are undeniably important and necessary for specific job functions, they often overshadow the cultivation of essential soft skills that are critical for thriving in a dynamic work environment.

The current educational framework, focused on standardized testing and rigid curricula, often fails to equip students with these necessary soft skills. While students may excel at mastering specific subject matter, they may struggle to express their ideas, empathize with colleagues, or adapt to unexpected challenges in a real-world context. As we look to the future, we must reimagine education to promote a more holistic approach—one that values both hard and soft skills equally.

The good news is that change is already underway! Educators, employers, and policymakers are beginning to recognize the importance of developing a balanced skill set in students. Programs that incorporate project-based learning, teamwork, and real-world problem-solving are paving the way for more integrated approaches to education. Companies are also playing a pivotal role by offering internships and mentorship programs that blend hard and soft skill development, allowing young professionals to gain valuable experience that prepares them for the complexities of modern work.

work - AIs

By fostering environments that prioritize the growth and application of both hard and soft skills, we can empower the next generation to thrive. It’s a call to action for educators to reassess curricula, businesses to invest in comprehensive training programs, and individuals to embrace lifelong learning and self-improvement.

We hope that we can create a future where students and professionals alike are fully equipped to meet the challenges of tomorrow, ensuring not only their success but also the collective progress of our communities and industries. Let’s champion this new vision of education that values and nurtures all the skills necessary for a fulfilling and productive career—after all, the future belongs to those who are prepared to seize it with both technical proficiency and the essential human qualities that drive collaboration and innovation.

Conclusions: what is really Needed now?

The soft skills list mentioned in this article is a pointer – but it is not enough. What we need is not another course on “adaptability”, “resilience” or “creativity”, but an honest examination of the blind spots in our work culture. These include:

  • Leadership must be rethought – as a service to the development of others.
  • Education needs to realign itself – away from exam knowledge and towards a culture of learning, personal development and metacognitive skills.
  • Companies that demand change must create conditions under which development is possible at all – with time, trust and qualified support.
  • Employees need to realize that the greatest security today lies not in the job itself, but in the ability to develop oneself further.

While the soft skills listed in this article serve as valuable pointers for personal and professional growth, they represent only a starting point in the journey toward true workplace transformation. What we need is a sincere and thoughtful reassessment of the underlying blind spots in our organizational culture.

To foster genuine development, we must rethink leadership as a service dedicated to uplifting others and create a supportive environment where growth is prioritized. Education, too, must evolve, shifting its focus from rote memorization and exams to a culture that values lifelong learning, personal development, and critical thinking. Moreover, companies that are serious about driving change must commit to establishing an environment that empowers employees through the necessary time, trust, and expert guidance; this is essential to create a foundation for continuous development.

And finally, all employees must recognize that true job security in today’s fast-paced world lies not solely in their current positions, but rather in their capacity to adapt and grow. By embracing this mindset, we can cultivate a more resilient workforce equipped to meet the challenges of tomorrow. Let us all commit to this collective journey of reflection and change, building a brighter future together.

About the Authors

simon dolanDr. Simon L. Dolan is full professor, senior researcher and Director of Programs at Advantere School of Management (affiliated with Comilla, Deusto and Georgetown Universities). He is the former Future of Work Chair at ESADE Business School. He has published 85 books (in multiple languages) and over 150 articles in referee journals. He is also the co-founder and President of the Global Future of Work Foundation (www.globalfutureofwork.com). His work, consulting, and research is about values, leadership, coaching, stress management, and resilience, as well as issues connected to the future of work. He holds an MA and PhD from Carlson Graduate School of Management at the University of Minnesota. He is a former editor of cross-cultural management and member of the editorial board of half a dozen scientific journals. His full CV can be found at: www.simondolan.com

Mario raichDr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organizations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy and Managing Director of Raich Futures Studies in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society.

iolandaIolanda Triviño is a Futuristic Strategist & Talent Transformation Specialist. Her approach to collaborating with teams and organizations is driven by three key pillars: Creativity, Technology, and Community. With nearly 30 years of experience in the business sector, Iolanda has successfully led teams and managed projects, combining a strategic vision with agile and humanistic execution. Since 2014, she has served as the President of the Talent Commission for 22@Network, the IT and Innovation business association in Barcelona. In 2012, she founded Valkiria Hub Space, an innovation hub in Barcelona, and the International Open Innovation Community, focusing on the Future of Work and the Talent Transformation Institute for Futures (IFF). She is the co-author together with Simon L. Dolan and others, of an a forthcoming book titled Breaking the game: Leading in the era of disruption, due to be published in Spanish by McGraw Hill in Madrid.

References
1. The authors are part of a team that coauthored a forthcoming book (in Spanish) labeled Breaking the game:: Leading in the era of disruption, which will be published by McGraw Hill around the summer of 2025. The other two coauthors of the book are Dave Ulrich and Chad Albrecht.
2. https://arbeits-abc.de/job-skills-der-zukunft-fuer-arbeitnehmer/?utm_source=firefox-newtab-de-de
3. Yolanda Trivino – The Five Skills to be Employable in 2030 The five skills to be employable in 2030 – Valkiria Hub Space
4. Ibid
5. Work Change Report from LinkedIn (https://economicgraph.linkedin.com/research/work-change-report)
6. Mario Raich, Simon L. Dolan, Paweł Rowinski, Claudio Cisullo, Courtney Abraham and Jan Klimek (2019). Rethinking Future Higher Education. The European Business Review, January.

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Navigating the New Frontier: Embracing Talent 5.0 While Paving the Way for Talent 6.0 https://www.europeanbusinessreview.com/navigating-the-new-frontier-embracing-talent-5-0-while-paving-the-way-for-talent-6-0/ https://www.europeanbusinessreview.com/navigating-the-new-frontier-embracing-talent-5-0-while-paving-the-way-for-talent-6-0/#respond Tue, 22 Apr 2025 11:23:46 +0000 https://www.europeanbusinessreview.com/?p=226654 By Iolanda Triviño, Simon L. Dolan, and Pedro Cesar Martinez In the changing world of employment, it’s more important than ever to understand the shifts in talent dynamics that are […]

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By Iolanda Triviño, Simon L. Dolan, and Pedro Cesar Martinez

In the changing world of employment, it’s more important than ever to understand the shifts in talent dynamics that are defining our future as organizational models evolve to attract, develop, and retain talent. Here we explore the evolution of Talent 5.0 and discuss the imminent arrival of Talent 6.0.

 The dynamics of workplace talent are in a process of profound change. As we transition into Talent 5.0 and soon even to Talent 6.0, it is essential to recognize not just the technological advancements, but also the human experiences and emotions that shape our workplaces.

This article aims to reassure and empower you, whether you’re an employee navigating career changes, a leader seeking to nurture your team, or a curious individual contemplating the implications of these shifts. Together, we can embrace a future where human potential is prioritized alongside innovation, fostering environments that support collaboration, creativity, and compassion.

It is crucial to invest in technology that amplifies creativity and collaboration, without losing sight of the importance of human skills such as empathy and critical thinking.

As we inch closer to the concept of Talent 6.0—where innovation transcends mere skills to embrace creativity, empathy, and adaptability—it’s essential to create environments where individuals feel supported and valued. Companies must prioritize upskilling and reskilling initiatives that not only enhance technical capabilities but also strengthen interpersonal connections. By investing in people and encouraging continuous learning, organizations can create a narrative of progress that resonates with employees at all levels.

Talent 5.0 emerges in a context of radical transformation of work, driven by advanced technologies and the need for key humanistic skills. The evolution from Talent 1.0, focused on efficiency and mechanization, to Talent 4.0, with a focus on digitalization, has given rise to a new era where the integration between humans and machines is fundamental, but with a deeper purpose: to achieve human well-being. Talent 5.0 and Talent 6.0 combine advanced technology and human skills in a work model that not only responds to the needs of the present but shapes the future of organizations.

The meaning and origins of talent 5.0

Talent 5.0 marks a turning point in the evolution of human talent in the digital and globalized era. Unlike previous versions, which focused primarily on technical skills or specialized knowledge, Talent 5.0 emphasizes the convergence between technology and human skills. This concept is aligned with Society 5.0, which seeks a balance between technological advances and human well-being, placing people at the center of development.

Talent 5.0 is characterized by its ability to adapt to rapid changes, learn continuously, and collaborate with emerging technologies. This talent is nurtured by values such as inclusion, creativity, and transformational leadership, driving the transition towards more agile and flexible organizational models in the context of the Future of Work.

In addition, Talent 5.0 is not defined exclusively by technical skills, but also by a shift in the mindset oriented towards opening up to change and the ability to combine human skills (empathy, creativity, leadership) with technological tools. The professionals who embody this model are prepared to face uncertainty and generate innovative solutions in a constantly evolving world2.

Defining the fundamental principles in the new era of talent?3 

Principle 1: Adaptability and Continuous Learning.

The evolution of talent has gone from being a simple physical workforce (Talent 1.0) to becoming a key human capital for innovation (Talent 5.0).

In a rapidly changing environment, adaptability and the ability to learn continuously are critical. Organizations must implement reskilling and upskilling programs so that their employees remain competitive in an ever-evolving market. This is one of the keys to ensuring continuous innovation in Talent 5.0. Google, for example, has established a model where its employees can use up to 20 per cent of their working time to work on personal projects that also support their professional growth. This approach fosters a culture of innovation and allows employees to develop new skills that can be useful to the company.

Principle 2: Transformational Leadership

Transformational leadership focuses on inspiring and empowering teams, rather than just managing processes. This type of leadership is key in the era of Talent 5.0, as it allows for the integration of empathy, a long-term vision, and the use of new technologies. Transformational leadership fosters innovation and adaptation to change. During the pandemic, Microsoft took a transformative leadership approach. Under the direction of Satya Nadella, the company promoted a culture of empathy and encouraged its employees to adopt new technologies such as Teams to maintain remote collaboration. This type of leadership has been crucial in maintaining motivation and productivity in uncertain times.

talent - table 1a

table 1b

Principle 3: Inclusion and Diversity as Drivers of Innovation

Inclusion and diversity are fundamental pillars to promote innovation in the Talent 5.0 environment. Diverse teams, in terms of gender, culture, and thinking, tend to be more creative and effective at solving problems. Companies that prioritize diversity experience better performance and higher financial performance. A report by Deloitte shows that companies with more diverse teams consistently outperform those that don’t prioritize diversity. Teams that value different perspectives and experiences are more innovative and resilient.4 The same message was echoed recently by Dolan et al., who showed the principal features of a resilient organization.5

Principle 4: Comprehensive Employee Well-Being

Well-being is a key component of Talent 5.0. Companies that create comprehensive programs that encompass the physical, emotional, mental, and financial health of their employees are more successful at retaining talent. Holistic well-being not only improves productivity, but also contributes to creating a stronger and more cohesive organizational culture.

Salesforce has implemented wellness policies that include mental health coaching and support services. In addition, the company offers work flexibility to help its employees achieve a healthy work-life balance, which has significantly improved engagement and satisfaction levels.

table2

Principle 5: Technological and Human Partnerships

Technology plays a key role in Talent 5.0, but its true value lies in how it enhances human capabilities. Artificial intelligence, automation, and big data unleash human potential, allowing employees to focus on more strategic and creative tasks. It is crucial to invest in technology that amplifies creativity and collaboration, without losing sight of the importance of human skills such as empathy and critical thinking. Unilever, for example, uses AI to streamline its hiring process, but maintains final interviews with people to ensure that key decisions are empathetic and human.

The evolution of talent 5.0

talent - graph with a jumping man

The evolution of talent has gone from being a simple physical workforce (Talent 1.0) to becoming a key human capital for innovation (Talent 5.0). In Talent 5.0, the integration of technology with human skills creates a necessary balance to meet the challenges of the Future of Work. This model puts the human being at the center, leveraging technology to increase its impact while promoting well-being, diversity, and adaptability.

Envisioning Talent 6.0

The concept of Talent 6.0 would represent the culmination of these emerging and disruptive trends, where work will not only be more flexible, digital and collaborative, but also more personalized, ethical and symbiotic with technology. Organizations will need to prepare for a future where talent will not simply be a resource, but a collaborative partner in the constant transformation of society and the planet.

Conclusion

Organizations that integrate the harmonious coexistence of technology and human skill will find themselves not only enhancing productivity but also cultivating workplaces that prioritize humanity, inclusivity, and well-being.

Talent 5.0 and Talent 6.0 represent a new era in talent management, where technology and human skills must coexist in a balanced way. Organizations that adopt this approach will not only improve their productivity, but also create more humane, inclusive, and wellness-oriented work environments. As the world of work continues to evolve, Talent 5.0 will be key to continue in the form of Talent 6.0 and both will contribute to building a more equitable and prosperous Future of Work.

We argue that the transformation of organizational culture is one of the fundamental pillars for new organizational models to be successful in the era of Talent 5.0 and Talent 6.0. Structural and operational changes within an organization cannot be implemented effectively without a company culture that supports and empowers them. In other words, the shift in organizational culture is not just a necessity, it’s a vital cornerstone for thriving in the age of Talent 5.0 and Talent 6.0. As we navigate this transformative landscape, it’s clear that mere structural or operational changes are insufficient without a nurturing and supportive culture to back them up. Organizations that integrate the harmonious coexistence of technology and human skill will find themselves not only enhancing productivity but also cultivating workplaces that prioritize humanity, inclusivity, and well-being. As we embrace this evolution in how we work, it’s crucial to recognize that Talent 5.0 holds the promise of a more just and prosperous future, a future where every individual can thrive. With empathy and understanding at the heart of this journey, we can collectively foster an environment that empowers each member of the workforce, ensuring that we move forward together toward a brighter tomorrow.

About the Authors

Iolanda TriviñoIolanda Triviño is a Futuristic Strategist & Talent Transformation Specialist. Her approach to collaborating with teams and organizations is driven by three key pillars: Creativity, Technology, and Community. With nearly 30 years of experience in the business sector, Iolanda has successfully led teams and managed projects, combining a strategic vision with agile and humanistic execution. Since 2014, she has served as the President of the Talent Commission for 22@Network, the IT and Innovation business association in Barcelona. In 2012, she founded Valkiria Hub Space, an innovation hub in Barcelona, and the International Open Innovation Community, focusing on the Future of Work and the Talent Transformation Institute for Futures (IFF). She is the co-author together with Simon L. Dolan and others, of an a forthcoming book titled The Future of Work & Talent 5.0,due to be published in Spanish by McGraw Hill in Madrid.

simon dolan (1)Simon L. Dolan is full professor, senior researcher and Director of Programs at Advantere School of Management (affiliated with Comilla, Deusto and Georgetown Universities). He is the former Future of Work Chair at ESADE Business School. He has published 85 books (in multiple languages) and over 150 articles in referee journals. He is also the co-founder and President of the Global Future of Work Foundation (www.globalfutureofwork.com). His work, consulting, and research is about values, leadership, coaching, stress management, and resilience, as well as issues connected to the future of work. He holds an MA and PhD from Carlson Graduate School of Management at the University of Minnesota. He is a former editor of cross-cultural management and member of the editorial board of half a dozen scientific journals. His full CV can be found at: www.simondolan.com

pedro moranPedro Cesar Martinez Moran is the Director of the Master’s in Talent Management at Advantere School of Management. He teaches at Universidad Pontificia Comillas and is also a member of academic research groups. In addition to his academic work, he has held various roles as a senior executive and consultant. Currently, he serves on the executive board of the Global Future of Work Foundation (www.globalfutureofwork.com).

References
1. The article is based on Chapter 3 in a forthcoming book on the future of work that will be published in Spanish by the McGraw Hill company in Madrid. The authors wish to thank Mario Raich, Dave Ulrich and Chad Albrecht, coauthors of the digital textbook on The Future of Work (myeducator.com) for comments and suggestions on an earlier version of this paper.
2. For more, see Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo (2017) “Gloom vs. Bloom of the Future of Work: Can We Chart a Positive Roadmap?”, The European Business Review, August 2.
3. To delve into the success story of Microsoft under the leadership of Satya Nadella, you can refer to the McKinsey article titled “Microsoft’s Next Act,” which analyzes how Nadella has driven innovation and organizational change within the company. https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/microsofts-next-act?utm_source=ccom
4. Deloitte reference article about DEI best practices and high-performance results in teams https://www2.deloitte.com/us/en/insights/focus/human-capital-trends/2017/diversity-and-inclusion-at-the-workplace.html?utm_source=chatgpt.com
5. Simon L. Dolan, Adnane Belout, Jean-Luc Cerdin, and Javier Casademunt (2024), “Towards the Building of Organisational Resilience: Uncovering the Key Features”, The European Business Review, May 27.

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A Vision for Tomorrow: Crafting a Compassionate Blueprint for Our Shared Future https://www.europeanbusinessreview.com/a-vision-for-tomorrow-crafting-a-compassionate-blueprint-for-our-shared-future/ https://www.europeanbusinessreview.com/a-vision-for-tomorrow-crafting-a-compassionate-blueprint-for-our-shared-future/#respond Fri, 07 Mar 2025 11:30:07 +0000 https://www.europeanbusinessreview.com/?p=223790 By Simon L. Dolan The future of work is not just a matter of technology and efficiency; it’s about people. Many of us are navigating uncertainty, stress, and change, yearning […]

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By Simon L. Dolan

The future of work is not just a matter of technology and efficiency; it’s about people. Many of us are navigating uncertainty, stress, and change, yearning for a workplace that understands and supports our diverse needs. Simon L. Dolan puts forward a sympathetic approach to reimagining the world of work.

In the evolving landscape of technological progress, we must prioritize empathy, balance, and inclusiveness, understanding that work is about more than productivity; it’s about nurturing well-being and fostering genuine connections. By focusing on compassion, we can create a work environment that not only adapts to the future but truly enhances the quality of life for every worker. Together, let’s envision a workplace where every person feels valued, supported, and inspired to thrive.

Over the past several years, I have embarked on a profound journey to investigate the evolving landscape of the future of work. This endeavor is not merely an academic pursuit; it is a passionate exploration into possibilities that will shape the lives of generations to come. Envisioning the future is undeniably complex and, yes, it carries significant risk; no one can claim to possess a crystal ball that reveals the unfolding narrative ahead. I recognize that I may not live to witness the realization of my visions and predictions, yet that reality does not deter me in my pursuit.

Work is about more than productivity; it’s about nurturing well-being and fostering genuine connections.

In my research, I have delved deeply into emerging trends and the interconnected currents of several mega-trends that offer glimpses into what lies ahead. This exploration is not just about data; it is a heartfelt engagement with the hopes and fears of individuals navigating an uncertain world. I write books and articles that weave together science, imagination, and a glimpse into human experience. Each piece reflects the complexities of our shared journey toward a new era.

Moreover, my involvement in a global conference tour has provided a platform to share these insights with diverse audiences. It is an awe-inspiring experience to gauge their reactions—a blend of curiosity, intrigue, and inspiration. The feedback has been overwhelmingly positive, serving as encouragement not just for me but for all of us who dare to dream of a brighter future. Together, we can illuminate the path ahead, transforming uncertainty into opportunity for a more harmonious and innovative work environment.

In this ever-evolving landscape of our modern world, it becomes increasingly crucial to acknowledge and understand the mega-trends that are shaping our collective future. At the heart of this transformation lies a series of groundbreaking technological advancements, particularly in the realms of artificial intelligence, remote and virtual work environments, and the burgeoning collaboration between humans and robots. These shifts are not merely abstract concepts; they are tangible changes that have profound implications for each of us and for the entire workforce.

Imagine a workplace where AI handles mundane tasks, freeing up human workers to engage in more creative and meaningful endeavors. Envision a world where geographical boundaries no longer limit employment opportunities, allowing individuals to work remotely from anywhere on the globe while remaining connected to their teams in ways that were previously unimaginable. This new reality presents remarkable opportunities, but it also comes with significant challenges that we cannot afford to overlook.

As we embrace these technological advancements, we must also grapple with the consequences that accompany them. The economy as we know it is on the brink of a transformation that demands our attention and foresight. New features and norms will emerge, and it is imperative that we not only adapt to these changes but also monitor them closely. Inaction or negligence in navigating this transition could plunge us into chaos—a landscape marked by obsolescence for some, and a struggle for survival for others. The risk of social and economic disparities growing more pronounced looms larger than ever.

This is not merely an academic discussion; it is a wake-up call for all of us. It is crucial that we approach this shift with empathy and responsibility. Policymakers, business leaders, and individuals alike must engage in thoughtful conversations about the ethical implications of these technologies. We must actively seek to include diverse perspectives in shaping a future that benefits everyone rather than perpetuates inequalities.

Future of Work

In the future, another overarching mega-trend stands out: the emergence of a borderless global economy. In this increasingly interconnected landscape, traditional boundaries are disappearing, making the world feel more like a village than a collection of separate nations. For today’s graduates, whether from universities or technical schools, this reality signals a crucial shift in perspective. Their futures are no longer tethered to local markets or economies; success now hinges on embracing a global outlook.

Without this understanding and a corresponding change in mindset, many young professionals may find themselves struggling in an environment that feels overwhelming and even desperate. As the world evolves into a global community, the path to success will demand more than just domain-specific hard skills. It calls for an arsenal of soft skills as well, including proficiency in multiple languages and the ability to adapt to diverse work cultures. These competencies are no longer optional; they are essential for navigating the realities of global mobility.

Recent studies underscore this urgency. For instance, it has become increasingly clear that simply being technologically savvy is no longer sufficient for ensuring career success. Skills like resilience, effective teamwork, and the ability to balance professional and personal life are critical. In fact, these soft skills often make the difference between thriving and merely surviving in the workforce.

Future of Work

Moreover, graduates must recognize that their academic training comes with an expiration date. The skills and knowledge they acquire today may quickly lose relevance in an ever-evolving job market. As such, cultivating a mindset of continuous learning—an attitude of auto-upskilling—is imperative. Embracing lifelong learning is no longer just a guiding principle; it’s a necessity for staying competitive and relevant.

The challenge of fostering perpetual creativity is more relevant than ever in today’s fast-paced world. Past successes, whether of individuals, companies, or sports teams, do not guarantee future triumphs. Take, for instance, prominent football clubs like Real Madrid and Manchester City, both of which have faced unexpected downturns despite their illustrious histories. In such moments, the instinctive solution for these organizations has traditionally been to replace the head coach. However, this approach oversimplifies a more profound issue: to inspire and engage their highly skilled, expensive teams, new managers must cultivate innovative ideas that breathe fresh life into the squad.

Creativity, while often deemed an elusive and magical quality, is traditionally hard to define, much less teach. Yet, it plays a crucial role not only in transforming teams but also in navigating the complex landscape of success. Importantly, embracing creativity requires a courageous spirit; it invites us to shift gears even amid prevailing success, challenging the notion that we should rest on our laurels. Acknowledging that failure is a possibility, we must ask ourselves how we can cultivate a culture of creativity at various levels, be it within nations, corporations, or among individuals.

As we ponder this question, it becomes clear that the future will demand a commitment to what I call “perpetual creativity.” This dynamic mindset will empower us to experiment, innovate, and adapt, laying the groundwork for sustainable success. It is essential that we embrace this challenge. After all, while creativity alone doesn’t promise victory, not pursuing it all but guarantees stagnation. The bravery to explore uncharted territories and envision new possibilities is what will eventually differentiate the leaders of tomorrow.

Creativity, while often deemed an elusive and magical quality, is traditionally hard to define, much less teach. Yet, it plays a crucial role not only in transforming teams but also in navigating the complex landscape of success.

As we reflect on these realities, it’s essential to adopt a sympathetic approach. We understand that this transition can be daunting for new graduates. The pressure to adapt to a global economy can lead to feelings of uncertainty and anxiety. However, by encouraging young professionals to embrace this shift and equipping them with the tools to succeed, we can foster a generation that is not only prepared to face the challenges of a borderless world, but also empowered to thrive within it. The future is indeed bright for those willing to rise to the occasion and continuously invest in their personal and professional growth.

With comprehensive planning and a commitment to inclusivity, we can harness the potential of these advancements to create a more equitable society. We face challenges that may feel daunting, but by collectively addressing them with a compassionate mindset, we can pave the way for a brighter, more sustainable future. The stakes are undeniably high, yet with unity, awareness, and intentional action, we can navigate this transformative era with hope and resilience.

In a world often dominated by uncertainty and chaos, it’s easy to feel overwhelmed by the challenges we face. While I may not have the foresight of a prophet or the clarity of a crystal ball, I am compelled to step forward and offer a compassionate blueprint for our collective journey ahead.

Imagine, for a moment, a society built on empathy and understanding—one where the well-being of everyone is prioritized as a cornerstone of communal success3. This is not just a distant dream; it is a tangible goal that we can work towards together. Through thoughtful dialogue and genuine engagement, we can cultivate a culture that values kindness over competition and collaboration over isolation. Our blueprint starts with listening—truly listening—to the voices marginalized by circumstances and reframing our narratives to include their experiences. Each of us has the power to infuse compassion into our daily lives and, by doing so, we create a ripple effect that can change our communities for the better.

As we embark on this journey, it is essential to remember that vulnerability is not a weakness, but a strength that opens the door to connection. In crafting our compassionate blueprint, we must embrace our shared humanity, recognizing that by uplifting others, we inevitably uplift ourselves.

Let us dare to envision a future where compassion paves the way for hope and healing. It is within our grasp to design a society that reflects our deepest values and aspirations. Together, we can transform the present narrative into one filled with promise and possibility, because every step taken with compassion is a step towards a brighter tomorrow.

In closing, I recognize that some of you might see me as just a dreamer, an idealist lost in a world of wishes. And I completely understand if that’s how you feel. But in the spirit of the festive season, I found sparks of inspiration that I feel compelled to share. My hope is that by laying out this vision for a brighter future, I can ignite something within your desire to act and make a difference. As my dear friend Prof. Mario Raich often reminds me, “we face a choice: we can passively accept the future crafted by others, or we can step forward and actively shape our own lives, our own destinies, and perhaps even the very fabric of our society”.4 It is within our reach to turn dreams into reality—but it requires courage and commitment from all of us. Let’s not wait for change to happen; let’s be the change we wish to see. Together, we can create a future that reflects our deepest hopes and shared values.

About the Author

Dr Simon L. DolanDr. Simon L. Dolan (alias Dr. Simon) is a researcher, author, management consultant, and very solicited speaker, a prolific author (over 85 books), and the creator of the Leading, Managing and Coaching by Values concept, methodology and tools. He has recently created the STRESS MAP tool, and the Stress2Resilience online app. He serves as the president of the Global Future of Work Foundation. Prof. Dolan is currently at Advantere School of Management. In 2024, he was awarded the Doctorate Honoris Cause (University of Huelva, Spain), and he was the 2023 recipient of the IFSAM Award for Excellence in Societally Relevant Management. Website: www.simondolan.com. Contact: info@simondolan.com

References
1. For more information, see Simon L. Dolan, Mario Raich, Dave Ulrich and Chad Albrecht (2024) “The Future of Work”, myeducator.com, a state-of-the-art creative book with 15 chapters and angles on the future of work. The digital version has just been released. The book version (in Spanish) is led by Iolanda Trevino and will be published in 2025 by McGraw Hill.
2. See Simon L. Dolan, Anat Garti, Miriam Diez Pinol, and Pedro Cesar Martinez Moran (2024) “The 10 Core Habits of Resilient People: Concept and Tools for Resiliency and Wellness Professionals”, The European Business Review, September 20.\
3. Salvador García Sánchez and Simon L. Dolan (2023) “The Eutopia of Engaging in Unconditional Kindness to Self and Others”, The European Business Review, November 21.
4. Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo (2023) “The Art of Future Design – Part I: Framing, Assessing, and Identifying Relevant Contexts”, The European Business Review, July 9; Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo (2023) “The Art of Future Design – Part II: Deployment, Wholeness, and Impact on Human Beings”, The European Business Review, September 24.

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Reimagining the Future: Unleashing the Deep Transformation and its Impact on Business, Society, and the Quality of our Lives https://www.europeanbusinessreview.com/reimagining-the-future-unleashing-the-deep-transformation-and-its-impact-on-business-society-and-the-quality-of-our-lives-2/ https://www.europeanbusinessreview.com/reimagining-the-future-unleashing-the-deep-transformation-and-its-impact-on-business-society-and-the-quality-of-our-lives-2/#respond Wed, 29 Jan 2025 10:54:09 +0000 https://www.europeanbusinessreview.com/?p=221470 By Mario Raich, Simon L. Dolan, and Claudio Cisullo In a world where everything seems to change with increasing frequency, we risk becoming more blasé about every new shift that […]

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By Mario Raich, Simon L. Dolan, and Claudio Cisullo

In a world where everything seems to change with increasing frequency, we risk becoming more blasé about every new shift that comes along and failing to appreciate just how huge its consequences may be. That “latest big thing” just might be a transformation.

The objective of this article is to describe the magnitude of the transformation that is occurring nowadays around us (business, society, and the world), and to suggest that we are not prepared for this deep transformation. We will describe the so called “deep transformation” and identify the paths needed to undertake a mind shift in order to have a meaningful life amid this tectonic transformation.

At its core, the concept of transformation goes beyond mere change.

At its core, the concept of transformation goes beyond mere change. Change often refers to specific adjustments or modifications; for example, in a company a change may be a new marketing strategy or a shift in company policy. Transformation, on the other hand, involves a fundamental rethinking and reshaping of an organization’s values, culture, processes, and overall direction. It requires a comprehensive overhaul, touching every aspect of the entity involved.

And, most important, in transformation there is no way of going back.

In today’s rapidly evolving world, both businesses and societies are experiencing profound transformations fueled by various factors. Here are the principles:

1. Technological Advancement

The digital revolution has radically altered how we communicate, collaborate, and conduct business. Technologies like artificial intelligence, blockchain, and the Internet of Things are not just tools; they are catalysts that redefine how organizations operate and engage with their customers. This shift necessitates a transformation in workforce skills, leadership approaches, and even business models.2

2. Globalization

The interconnectedness of the global economy has forced businesses to transform to remain competitive. This means adopting more agile practices, embracing cultural diversity, and understanding the complexities of international markets. Societal transformation is also evident as cultures blend and adapt in response to global influences.

3. Sustainability

With growing awareness of environmental issues, businesses are now transforming their operational strategies to be more sustainable. This can involve rethinking supply chains, adopting circular economic principles, and striving for transparency in practices. Societal expectations are changing, with consumers increasingly favoring brands that prioritize ethical practices and sustainability.3

4. Social Movements and Change

Recent societal shifts, sparked by movements focused on equity, inclusion, and justice, are driving transformation at multiple levels. Companies are reevaluating their roles in society, looking closely at their diversity initiatives, corporate social responsibility efforts, and community engagement strategies. This requires a fundamental shift in corporate philosophies, not just a change in policies.

5. Workforce Dynamics

The COVID-19 pandemic accelerated shifts in how we work. Remote work, flexible job arrangements, and the gig economy are now significant parts of professional life. Organizations must transform their HR practices, leadership models, and employee engagement strategies to adapt to a new reality where traditional workplaces are evolving or even becoming obsolete.

The need for a transformational mindset

As businesses and societies navigate these transformations, a transformational mindset becomes crucial. This involves:

Visionary Leadership

Leaders must articulate a clear vision that resonates with employees and stakeholders. They should be able to inspire a collective effort toward embracing change and innovation.

Agility and Flexibility

Organizations must remain adaptable, ready to pivot or iterate their strategies in response to new challenges or opportunities that arise within the transforming landscape.

Empowered Culture

Fostering a culture that encourages experimentation, open communication, and learning from failure is essential. Employees should feel empowered to contribute to the transformation process.

Collaboration and Inclusivity

Engaging diverse perspectives not only enriches problem-solving but also fosters innovation. Collaboration across departments and with external partners can lead to more holistic and innovative solutions.

Human fundamental concerns amid the radical world transformation

Whether we like it or not, the past is gone for good; a new future lies ahead.

Have you ever wondered what your future is? And what the future of our species is? Or what the world of future generations will be? Did you wonder about the value of your life, for yourself and future generations? Did you ever go through the anguish of thinking about the afterlife?

These are the kinds of questions that represent the shaping of our lives. Life is a maze of different kinds of relationships.

  • Life shaping means managing direction and action in life.
  • Life shaping means overcoming unexpected changes (i.e., coping with unexpected events).
  • Life shaping means experiencing life (i.e., understanding and taking part in the maze of
    life at the different levels of individuals, group, team, community, society, and even humanity).

Not only business but our entire world has entered a period of deep, global, and all-encompassing transformation. Everything will be turned upside down. So far, only a few people seem to be aware of how far-reaching the outcomes of this transformation will be. Most people have just registered that something weird is going on. We are in the middle of the transition from the industrial to the cyber-economy and cyber-society. The effects are like shifts of tectonic plates, leading to earthquakes and volcanic eruptions and changing entire landscapes. The feeling of instability is noticeable everywhere.

So far, only a few people seem to be aware of how far-reaching the outcomes of this transformation will be.

We are discovering that reality is non-sequential, non-systemic and, in multiple cases, asymmetric. Models and concepts based on former thinking can no longer help with what is happening around us. Thus, we need to change our view of the world so that, if we are lucky, it will help us to develop new concepts and models based on organic, systemic, and holistic thinking.

True, everything flows! But it flows in a very disruptive manner. Exploring the “New Reality” will bring us more questions than answers, but this is not the core problem. We argue that in the New Reality it is more important to opt for the right questions than to get answers that may become instantly obsolete. To reiterate Christensen’s argument in “How Will You Measure Your Life?”, in which he discusses the significance of pursuing meaningful questions in a changing landscape, the right questions can guide you toward a fulfilling life and decisions, rather than being fixated solely on finding definitive answers.4

The competence of asking the right question is a pivotal skill that fosters deeper understanding and drives insightful conversations. It involves not only clarity of thought but also active listening and an awareness of context. By framing questions thoughtfully, we can unlock new perspectives, elicit meaningful responses, and guide discussions toward productive outcomes. This skill transcends various domains, from education to leadership, as the ability to probe effectively enhances problem-solving, encourages critical thinking, and fosters collaboration. Ultimately, asking the right questions is an art that cultivates inquiry, discovery, and growth.

Are we going through a turning point in history?

Reimagining the Future

The transition from the industrial age into the cyber-age is a huge challenge, but also a unique opportunity for enterprises and corporations. To participate in this development, we need foresight, the right education, the necessary technological infrastructure, and ample entrepreneurial spirit. A multi-reality world in transition requires permanent focus on the actual, the emerging, and the future context. It also requires permanent awareness about contextual changes and future orientation. In a world in transition, we need a process focused on the desired future and not just on the expected one. Businesses that keep on focusing overwhelmingly on past successes have no future. Tomorrow, everything may change. The passive expectation vs active shaping of the future is depicted in exhibit 1.

Hope is a key value that may help leaders to avoid the worst-case scenarios and focus on future vision. Simply spreading optimism seems to be futile; what is needed are real visionary leaders who engage in action. Fortunately, these exist. Exhibit 2 proposes some examples of visionary leaders who are transforming the landscape and preparing for the future. These individuals are not only visionary in their thinking but also actively working to implement their ideas and drive progress in their respective fields.

exhibit 2

Completing the missing puzzle: moving from the expected into the desired future

Our personal future depends to a large extent on the future of others, such as those that are important to us, organizations that are relevant to us, the society that we live in, and of course broader contexts such as our history and the state of science and technology available in our community. These last are super-dynamic and embrace constant changes; they are all in a state of deep transformation.

The more we move from the expected towards the desired future, and the stronger we are in living our own lives, the bigger our impact will be on those futures.

Our short presence in this world will leave only marginal imprints. For most of us, no trace will remain. So, in this type of world, what should we do to enable a more meaningful life? The answer is simple: The more we move from the expected towards the desired future, and the stronger we are in living our own lives, the bigger our impact will be on those futures. But ultimately it depends on us whether it is a positive impact or negative one. We decide whether our life is meaningful for us and our environment, or not. We do not exist alone, and we may choose to impact other people.

Often, we do not realize this choice: whether to spend our lives in blessed ignorance, happy with whatever happens, or take up the challenge and aim beyond this. Our future these days is loaded with an overwhelming array of problems, issues, and crises which lie along the way towards a good future. We are torn between two contradictory options: preventing or avoiding looming problems. The time has come to stop waiting for opportunities and to create them ourselves! People don’t get mature and wise by aging; they just get old! It is necessary to work on our own development at each stage of our life and our career. If we stop this process, then we have reached the end. Exhibit 4 shows drivers of transformation and possible expected outcomes.

exhibit 3

Our objective should be to be better than before, not just “more of the same”. Our life is a blended voyage of serendipity, wonderings, and disasters. If there is no future, everything looks meaningless and hopeless. The future is the most important dimension of our lives.5

Macrotrends and paradigm shifts

Creativity and entrepreneurship are the main driving forces of human civilization. Artificial intelligence and cyber-reality are powerful forces, both pushing into a new dimension. To avoid the trap of the greed-driven economy, there is a need to focus on quality of life.

The paradigm shift includes the following changes:
From greed to mutual respect, tolerance, and trust.
From growth to care.

As of today, we have an overwhelming focus on profit, which leads to distortions in the meaning of economy and ignoring the negative collateral impacts on society and the environment. For example, we accept the harmful and damaging impact of CO2 on the environment and can barely agree to reach CO2 neutrality, instead aiming at an overall reduction below the harmful limits.

In principle, the purpose of economy is to provide meaningful products and services for individuals and society. It is also important to insist on the role of work, which gives meaning to our lives. Since good relationships are the most important basis for a healthy and happy life, work-related relationships may have an important role to play as well. In his writings, Dave Ulrich, a prominent figure in the field of human resources and organizational development, often emphasizes the significance of meaningful work. One of his key phrases reflects this concept:

“Meaningful work is the bedrock of human dignity and organizational success.”6

Finally, creativity and innovation need entrepreneurship to be implemented. AI, automation, digitalization, robotics, 3D printing, and others have a strong impact on all working activities. An increasing amount of human work can be done by machines. Value creation and value distribution will have to change fundamentally. We tend to forget that, besides the paid work we do for others, we all also work for ourselves, our family, neighbors, and other people and organizations. It is often caring work labeled as a social activity. This perception may and should be changing.

Exhibit 5 summarizes concrete actions designed to become part of the desired future.

We must fight to ensure both that we have a future and that it is a future worth having.7 If we miss it, it may take centuries or even millennia to regain the advanced civilization we enjoy now. But we may as well lose it forever. This time, humanity risks being part of the sixth mass extinction.8

Conclusion

Our life is a journey to the unknown, full of surprises and challenges. The journey is the purpose. We can decide largely about the direction we want to take. Obviously, we can just drift, but then we risk following other people’s directions.

Given the deep transformation that is looming on the horizon, we need to adopt a more proactive attitude and move from the expected future to the desired future. It is this that will enhance the quality of our lives. But, for this to happen, we need to understand what is going on in the period of deep transformation in business and society. The voyage to a desired future will involve our imagination and a firm stand and adaptation of new paradigms that will serve as a guiding compass. This article is not intended to provide a solution to all future issues, but to raise the level of consciousness of what is happening and perhaps create a wish list for actions. We should never forget that we live only here and now. Tomorrow is a bridge to the day after tomorrow!

If you promise people gold, you will harvest greed. If you bring people hope, you can win their hearts. And, if you teach people to trust each other, they may again have a real future.

Dreams are changing the world.
Let’s dream together about a better world!

About the Authors

Mario RaichDr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organizations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy and Managing Director of Raich Futures Studies in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society.

simonDr. Simon L. Dolan is currently a professor and Senior Director of Research and Programs at Advantere School of Management (Madrid) and the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona. He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 85 books on themes connected to managing people, culture reengineering, values, coaching, stress and resilience enhancement. In 2024 he was awarded a doctorate honoris causa (University of Huelva) and the IFSAM Award for Excellence in Societally Relevant Management Scholarship.. He has published over 170 papers in scientific journals. He is an internationally sought speaker. His full CV is at: www.simondolan.com.

Claudio CisulloClaudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG, and the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company.

References
  1. See for example: Raich and Dolan (2008) Beyond: Business and Society in Transformation, Palgrave Macmillan, London.
  2. See for example: McKinsey Global Institute Report “The Future of Work: How New Technologies are Transforming the Workplace” (2019): World Economic Forum, “The Global Technology Governance Report 2021”; Harvard Business Review, “Technology as a Tool for Transformational Change” (2020); PwC Report** “Technology and the Future of Work” (2021); MIT Technology Review, “The Tech That Matters in 2021”.
  3. World Economic Forum, “The Future of Business: 2020-2030”; Daniel C. Esty and Andrew S. Winston (2006), “Green to Gold: How Smart Companies Use Environmental Strategy to Innovate, Create Value, and Build Competitive Advantage”.
  4. TEDx Boston : https://www.bing.com/videos/riverview/relatedvideo?q=Christensen+argument+in+%22How+Will+You+Measure+Your+Life?&mid=E568FEC5D87E03259EB2E568FEC5D87E03259EB2&FORM=VIRE
  5. Based on a forthcoming book by Raich et al (2025) “Shaping our future: Moving from expected towards the desired future”
  6. For a deeper understanding, see Dave Ulrich’s book with Younger and Brockbank (2012, McGraw Hill) HR from the Outside In, where they discuss how organizations can create environments that foster meaningful work.
  7. William MacAskill, “The Beginning of History. Surviving the Era of Catastrophic Risk”, Foreign Affairs, September/October 2022, https://www.foreignaffairs.com/world/william-macaskill-beginning-history
  8. Recent estimates suggest that extinction threatens up to a million species of plants and animals, in large part because of human activities such as deforestation, hunting, and overfishing. Other serious threats include the spread of invasive species and diseases from human trade, as well as pollution and human-caused climate change. https://www.nationalgeographic.com/science/prehistoric-world/mass-extinction/

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The Future of Work and the Megachallenges for HR in 2025 and Beyond https://www.europeanbusinessreview.com/the-future-of-work-and-the-megachallenges-for-hr-in-2025-and-beyond/ https://www.europeanbusinessreview.com/the-future-of-work-and-the-megachallenges-for-hr-in-2025-and-beyond/#respond Tue, 28 Jan 2025 09:35:42 +0000 https://www.europeanbusinessreview.com/?p=221430 By Simon L. Dolan and Pedro Cesar Martinez Introduction In an era characterized by rapid technological advancxements, demographic shifts, and evolving workplace dynamics, the role of Human Resources (HR) is […]

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By Simon L. Dolan and Pedro Cesar Martinez

Introduction

In an era characterized by rapid technological advancxements, demographic shifts, and evolving workplace dynamics, the role of Human Resources (HR) is facing unprecedented challenges. As we look toward 2025 and beyond, organizations must prepare to navigate a landscape marked by megachallenges that will reshape the nature of work and employee engagement. From harnessing the power of artificial intelligence and data analytics to fostering inclusivity and adapting to remote work paradigms, HR professionals are at the forefront of these transformative changes. This article looks into the megachallenges for HR in the coming years, exploring strategies to not only survive but thrive in an increasingly complex environment. Join us as we uncover the implications of these challenges and the innovative solutions that will define the future of HR.

To understand the need for HR transformation, let’s first have a look at the current global pulse.

The context: economic, social, environmental, and technological shifts

The Environmental Scene: Future of Work

The global economic scene

Central banks, such as the European Central Bank (ECB), the Federal Reserve in the US, and others worldwide, aim to maintain inflation targets, often around 2%, to foster stable economic environments. These adjustments are carefully monitored as they impact global trade, currency values, and economic stability, influencing everything from consumer prices to international capital flows.

Economies around the world will continue to benefit from an influx of predominantly young, able-bodied, and active workers, which can help to counteract aging populations and labor shortages.

China’s slower growth marks a significant shift for the world’s second-largest economy, which has long been a driver of global economic expansion. After decades of rapid development fueled by manufacturing, exports, and urbanization, China’s growth rate has decelerated due to a combination of factors, including an aging population, high levels of debt, and decreasing productivity. This slowdown affects not only China but also the global economy, as countries that rely on Chinese trade and investment face reduced demand.

Governments worldwide are facing escalating costs tied to their health systems and infrastructure, driven in large part by the impacts of climate change. Extreme weather events, rising temperatures, and unpredictable seasonal patterns are not only straining public health by increasing rates of respiratory and infectious diseases but are also damaging critical infrastructure like roads, bridges, and water systems. As these natural disasters intensify, repair and adaptation costs soar, putting additional pressure on government budgets.

The Global Social Scene

Aging population

The World Bank’s forecasts (2024) indicate a continuous trend of global population aging. According to these projections, individuals aged 65 and over made up 10% of the world population in 2024, doubling the initial percentage of around 5% recorded in 1960. This demographic shift has significant implications for economies, healthcare systems, and social structures worldwide.

World Migration

Conflicts and instability in various regions have triggered large-scale migration, with people seeking refuge in countries that offer safety and better economic opportunities. This wave of migration creates additional pressure on host nations’ resources, infrastructure, and social systems.

The Future of Work and the Megachallenges for HR

Economies around the world will continue to benefit from an influx of predominantly young, able-bodied, and active workers, which can help to counteract aging populations and labor shortages. However, concerns persist about the potential strain on infrastructure, health system, public services, and social cohesion due to these new arrivals, often fueling political and social tensions. In advanced economies, the strategic use of job offers, visas, and educational opportunities will become a crucial tool in addressing skills gaps and attracting talent to fill key roles in sectors facing shortages. According to the International Organization for Migration (IOM), key migration indicators have shown significant increases, as illustrated in Exhibit 1 next page. These figures underscore the growing scale and complexity of global migration, with rising numbers of migrants, refugees, and internally displaced people.

The Environmental Scene

Minerals scarcity and ecological transition to green energy

The struggle for natural resources and the ecological transition are interconnected with global challenges. As populations and economies grow, competition for resources like water, minerals, and fossil fuels increases, leading to conflicts between nations and regions. This struggle is often driven by scarcity and the uneven distribution of resources, which can disrupt geopolitical stability and harm ecosystems. The ecological transition aims to address these challenges by shifting toward sustainable resource management and renewable energy sources. By reducing dependence on finite resources like fossil fuels, the transition promotes energy efficiency and conservation, helping to mitigate resource-based conflicts.

The fight for critical minerals highlights a global race to secure essential resources like lithium, cobalt, nickel, and rare earth elements, vital for technologies such as electric vehicles, renewable energy systems, and advanced electronics. These minerals are crucial for the transition to green energy. As demand surges, competition among nations has intensified, raising concerns over supply chain vulnerabilities, environmental impacts of mining, and ethical issues, including labor practices.

The technological, data management, and the ungoverned AI scene

Data shapes our world by driving insights, enabling personalization, supporting AI and machine learning, enhancing decision-making, raising privacy concerns, and transforming industries globally.

The rise of ungoverned AI refers to the rapid development and deployment of artificial intelligence technologies without sufficient regulatory oversight or ethical guidelines. As AI systems grow more powerful and integrated into critical sectors like healthcare, finance, law enforcement, and social media, the lack of governance poses risks such as algorithmic bias, privacy invasion, job displacement, and even threats to democracy through misinformation. Ungoverned AI could exacerbate inequalities, enable surveillance, and lead to unintended consequences that are difficult to control once systems are widely implemented. While some governments and organizations are working to establish AI policies, the pace of technological advancement often outstrips regulatory efforts, leading to calls for urgent, coordinated global frameworks to ensure AI serves society safely and ethically.

exhibit 1
Source: International Organization for Migration (IOM)i

The Megachallenges for HR in 2025 and beyond

HR professionals must develop competencies that enable them to be strategic partners, credible activists, change champions, HR innovators, integrators, capability builders, and technology proponents.

There are distinct angles to which the megatrends in HR can be introduced. The most interesting framework is the one proposed by Dave Ulrich and his colleagues.  In their latest research, they emphasize the importance of HR in driving business success through talent management, leadership development, and organizational capabilities. Ulrich’s research also highlights the need for HR professionals to develop specific competencies to meet contemporary business challenges. The key insights of their approach include the following:ii

Outside-In Focus in HR

HR should focus on helping organizations succeed in the marketplace by aligning HR activities with external business needs, such as customer and investor expectations.

HR Competencies and Business Performance

HR professionals must develop competencies that enable them to be strategic partners, credible activists, change champions, HR innovators,
integrators, capability builders, and technology proponents. These competencies are crucial for enhancing business performance.

HR as a Strategic Partner

HR should play a critical role in strategy execution, organizational design, employee advocacy, and continuous change management. This strategic involvement helps in delivering organizational excellence and increasing shareholder value.

Talent Management and Value Creation

Effective talent management involves creating, capturing, leveraging, and protecting value through well-designed talent management architectures. This approach integrates various theories and practices to optimize the value derived from human capital.

Improving HR Departments and Professionals

HR departments can be assessed and improved based on specific dimensions, and HR professionals should master competencies that help them deliver value. Continuous improvement in HR practices and professional development is essential for maintaining relevance in a rapidly changing business environment.

While the work of  Ulrich and his colleagues represents the forefront of HR trends and challenges, we have decided to add several complementary trends that perhaps are of utmost importance in the European continent.

piggy bank

1. Supporting the Transition for Upcoming Retirees

As retirement nears, individuals often face uncertainties about income security, healthcare, and lifestyle changes. Effective preparation includes offering financial education on retirement savings, investment strategies, and pension planning to help them optimize their resources.

The workforce is becoming older, and retirement is becoming a major concern to organizations and society. Preparing to provide relief for those approaching retirement involves addressing their financial, social, and emotional needs to ensure a smooth transition. As retirement nears, individuals often face uncertainties about income security, healthcare, and lifestyle changes. Effective preparation includes offering financial education on retirement savings, investment strategies, and pension planning to help them optimize their resources. Employers can also provide retirement transition programs, which focus on mental well-being and strategies for maintaining social connections post-retirement. Access to comprehensive healthcare plans is essential to address medical needs as people age. Additionally, creating opportunities for part-time or flexible work can help individuals adjust gradually while maintaining a sense of purpose. By supporting these areas, society and employers can ensure a more secure, fulfilling retirement for those leaving the workforce.iii

2. Returning to In-Person Work: Boosting Productivity and Efficiency

Organizations that are planning to transition back to in-person work face a range of challenges and opportunities. Many are focusing on creating hybrid models, blending remote flexibility with the benefits of in-office collaboration. Key considerations include ensuring employee safety through health protocols, adapting workspaces for social distancing, and fostering a sense of community after long periods of remote work. Some companies are emphasizing the importance of in-person teamwork for innovation and productivity, believing it strengthens organizational culture. Others are mindful of employee preferences for remote work, seeking to balance flexibility with the need for on-site presence. The transition requires clear communication, adjustments to technology and infrastructure, and a commitment to supporting employees’ well-being as they adapt to new routines and expectations.

3. Artificial Intelligence, Data and HR

People analytics transform workplaces by using data to improve hiring, enhance employee engagement, optimize performance, support decision-making, predict trends, and foster organizational growth. The integration of AI in HR management presents both opportunities and challenges for the future. AI can streamline recruitment, enhance employee engagement, and improve decision-making through predictive analytics. It helps HR teams analyze large data sets for talent acquisition, performance tracking, and personalized training. However, challenges include maintaining data privacy, ensuring fairness and transparency in AI-driven decisions, and addressing concerns over potential job displacement. HR professionals must balance leveraging AI for efficiency while fostering a human-centric workplace culture. Additionally, upskilling HR staff to manage and collaborate with AI tools will be crucial. Navigating these challenges requires thoughtful integration of AI to enhance, rather than replace, the human elements of HR management.

4. Beyond the Work-Life Balance

Beyond work-life balance emphasizes the need for a holistic approach to well-being, where work and personal life are integrated in a way that supports overall fulfillment. Rather than simply balancing hours, it involves creating flexibility to accommodate diverse personal needs and aspirations. This perspective recognizes that work can be a source of purpose and social connection, while also allowing space for family, hobbies, and self-care. It encourages a focus on mental health, meaningful engagement, and adaptable work structures. Ultimately, this approach aims to foster a more sustainable lifestyle that goes beyond equilibrium, supporting long-term personal and professional growth.

5. Issues of Sustainability

The  connection between sustainability  and Human Resources (HR) is an increasingly important topic in today’s business landscape. HR plays a critical role in fostering a culture of sustainability within organizations, driving social responsibility, and aligning corporate practices with sustainable goals. Exhibit 2 shows a deeper look at this connection.

The intersection of sustainability and HR reflects a holistic approach to business where people, profit, and the planet are seen as interconnected rather than separate concerns. As companies recognize that sustainable practices can drive long-term success, HR becomes a strategic partner in shaping a future-ready, responsible, and resilient organization.

It appears that new strategies for leadership development are necessary, aligned with the previous themes. Kawai, Wilson, and Ulrich (2024) outline five “essential practices for enhancing leadership competence at all levels within an organization.”iv Exhibit 3 summarizes these practices.

6. Fostering a Culture of Diversity and Inclusion (D&I)

It is increasingly recognized that diverse teams bring a wider array of perspectives and ideas, driving innovation and improving problem-solving abilities. HR leaders must champion D&I practices by establishing policies that promote a fair and inclusive workplace, which not only attracts talent but also enhances employee morale and productivity. By embracing a holistic view of stakeholder interests, HR professionals help organizations build positive reputations and engage with communities, ultimately boosting brand loyalty and customer trust.

exhibit 2

exhibit 3
Source: Kawai, L.; Wilson, E. and Ulrich, D. (2024)

Conclusions

Given the current business context and the evolution of HR, it looks like the emerging HR competencies are focused on adding value to stakeholders. This is a multifaceted process that requires a strategic mindset, analytical tools, and a commitment to fostering inclusive workplace cultures. As HR continues to evolve in this direction, organizations can expect improved performance, enhanced employee engagement, and stronger relationships with all stakeholders, firmly establishing HR as an essential driver of organizational success.

HR should continually evolve to meet the changing needs of businesses. This includes adopting new technologies, aligning HR strategies with business goals, and focusing on long-term transformation rather than short-term fixes.

HR leaders need to have a strategic mindset to ensure they have a seat at the table with other business leaders. This involves being proactive in shaping the organization’s future and aligning HR practices with the broader business vision.

These insights emphasize that HR’s role is much more than managing personnel—it’s about driving business success by building organizational strength and delivering value across various dimensions.

The authors wish to thank Dr. Dave Ulrich for the comments and suggestions made on an earlier version of this paper.

About the Authors

simonSimon L. Dolan is a Senior Director of Research and Programs Development at Advantere School of Management, affiliated with Comillas, Deusto and Georgetown Universities (www.advantere.org). He is also the president of the Global Future of Work Foundation (www.globalfutureofwork.com). Dr. Dolan is a prolific author who has published over 86 books in multiple languages, and over 160 papers in scientific journals. He is a highly solicited international speaker delivering conferences on the future of work, the future of mental health and resilience at work, culture reengineering, and coaching and leading by values. His full is CV at: www.simondolan.com

pedro moranPedro César Martínez Morán is the Director of the Master in Talent Management Faculty at Advantere School of Management, affiliated with Comillas, Deusto and Georgetown Universities (www.advantere.org). He is a professor of Human Resources/Researcher and scientific reviewer in Human Resources and Talent Management. Dr. Martínez Morán is an author and speaker on People Management.

References
i. International Organization for Migration, World Migration Report 2022, file:///C:/Users/HP%20Pavilion/Downloads/wmr-2022_0.pdf, (accessed on the 25 de October de 2024). See also: World Bank. https://datos.bancomundial.org/indicator/SP.POP.65UP.TO.ZS (accessed on the 25 de October de 2024).
ii. The summary is based on chapters 6 and 7 in a forthcoming book by Dolan, Raich, Ulrich, and Albrecht: The Future of Work, myEducator, 2025. It is also based on personal exchanges and the short articles Dave Ulrich is publishing on LinkedIn.
iii. A good reference for understanding retirement in the EU workforce and its implications for organizations is the report by the European Commission titled “The 2018 Ageing Report: Economic and Budgetary Projections for the EU Member States (2016-2070). This report provides a comprehensive analysis of demographic trends in the EU, specifically focusing on aging populations and the resulting concerns for the workforce and economy.
iv. Kawai, L., Wilson, E. and Ulrich, D. (2024). Five Leadership Development Strategies You Can’t Afford to Ignore, https://www.linkedin.com/pulse/five-leadership-development-strategies-you-cant-afford-dave-ulrich-biyxc/?trackingId=zGEedgBFQw2wwARIEcaDRQ%3D%3D (accessed on the 5 of November 2024).

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Reimagining the Future: Unleashing the Deep Transformation and its Impact on Business, Society, and the Quality of our Lives  https://www.europeanbusinessreview.com/reimagining-the-future-unleashing-the-deep-transformation-and-its-impact-on-business-society-and-the-quality-of-our-lives/ https://www.europeanbusinessreview.com/reimagining-the-future-unleashing-the-deep-transformation-and-its-impact-on-business-society-and-the-quality-of-our-lives/#respond Sun, 17 Nov 2024 13:25:32 +0000 https://www.europeanbusinessreview.com/?p=217980 By Dr. Mario Raich, Dr. Simon L. Dolan and Claudio Cisullo In a world where everything seems to change with increasing frequency, we risk becoming more blasé about every new […]

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By Dr. Mario Raich, Dr. Simon L. Dolan and Claudio Cisullo

In a world where everything seems to change with increasing frequency, we risk becoming more blasé about every new shift that comes along and failing to appreciate just how huge its consequences may be. That “latest big thing” just might be a transformation. 

The objective of this article is to describe the magnitude of the transformation that is occurring nowadays around us (business, society, and the world), and to suggest that we are not prepared for this deep transformation. We will describe the so called “deep transformation” and identify the paths needed to undertake a mind shift in order to have a meaningful life amid this tectonic transformation. 

At its core, the concept of transformation goes beyond mere change. Change often refers to specific adjustments or modifications; for example, in a company a change may be a new marketing strategy or a shift in company policy. Transformation, on the other hand, involves a fundamental rethinking and reshaping of an organization’s values, culture, processes, and overall direction. It requires a comprehensive overhaul, touching every aspect of the entity involvedi. And, most important, in transformation there is no way of going back. 

In today’s rapidly evolving world, both businesses and societies are experiencing profound transformations fueled by various factors. Here are the principles:  

  1. Technological Advancement: The digital revolution has radically altered how we communicate, collaborate, and conduct business. Technologies like artificial intelligence, blockchain, and the Internet of Things are not just tools; they are catalysts that redefine how organizations operate and engage with their customers. This shift necessitates a transformation in workforce skills, leadership approaches, and even business models.ii
  2. Globalization: The interconnectedness of the global economy has forced businesses to transform to remain competitive. This means adopting more agile practices, embracing cultural diversity, and understanding the complexities of international markets. Societal transformation is also evident as cultures blend and adapt in response to global influences.
  3. Sustainability: With growing awareness of environmental issues, businesses are now transforming their operational strategies to be more sustainable. This can involve rethinking supply chains, adopting circular economic principles, and striving for transparency in practices. Societal expectations are changing, with consumers increasingly favoring brands that prioritize ethical practices and sustainability.iii
  4. Social Movements and Change: Recent societal shifts, sparked by movements focused on equity, inclusion, and justice, are driving transformation at multiple levels. Companies are reevaluating their roles in society, looking closely at their diversity initiatives, corporate social responsibility efforts, and community engagement strategies. This requires a fundamental shift in corporate philosophies, not just a change in policies.
  5. Workforce Dynamics: The COVID-19 pandemic accelerated shifts in how we work. Remote work, flexible job arrangements, and the gig economy are now significant parts of professional life. Organizations must transform their HR practices, leadership models, and employee engagement strategies to adapt to a new reality where traditional workplaces are evolving or even becoming obsolete.

The need for a transformational mindset 

As businesses and societies navigate these transformations, a transformational mindset becomes crucial. This involves: 

  • Visionary Leadership: Leaders must articulate a clear vision that resonates with employees and stakeholders. They should be able to inspire a collective effort toward embracing change and innovation.  
  • Agility and Flexibility: Organizations must remain adaptable, ready to pivot or iterate their strategies in response to new challenges or opportunities that arise within the transforming landscape.  
  • Empowered Culture: Fostering a culture that encourages experimentation, open communication, and learning from failure is essential. Employees should feel empowered to contribute to the transformation process.  
  • Collaboration and Inclusivity: Engaging diverse perspectives not only enriches problem-solving but also fosters innovation. Collaboration across departments and with external partners can lead to more holistic and innovative solutions.  

Human fundamental concerns amid the radical world transformation  

Whether we like it or not, the past is gone for good; a new future lies ahead.  

Have you ever wondered what your future is? And what the future of our species is? Or what the world of future generations will be? Did you wonder about the value of your life, for yourself and future generations? Did you ever go through the anguish of thinking about the afterlife?  

These are the kinds of questions that represent the shaping of our lives. Life is a maze of different kinds of relationships. 

  • Life shaping means managing direction and action in life. 
  • Life shaping means overcoming unexpected changes (i.e., coping with unexpected events). 
  • Life shaping means experiencing life (i.e., understanding and taking part in the maze of life at the different levels of individuals, group, team, community, society, and even humanity). 

Not only business but our entire world has entered a period of deep, global, and all-encompassing transformation. Everything will be turned upside down. So far, only a few people seem to be aware of how far-reaching the outcomes of this transformation will be. Most people have just registered that something weird is going on. We are in the middle of the transition from the industrial to the cyber-economy and cyber-society. The effects are like shifts of tectonic plates, leading to earthquakes and volcanic eruptions and changing entire landscapes. The feeling of instability is noticeable everywhere.  

We are discovering that reality is non-sequential, non-systemic and, in multiple cases, asymmetric. Models and concepts based on former thinking can no longer help with what is happening around us. Thus, we need to change our view of the world so that, if we are lucky, it will help us to develop new concepts and models based on organic, systemic, and holistic thinking.  

True, everything flows! But it flows in a very disruptive manner. Exploring the “New Reality” will bring us more questions than answers, but this is not the core problem. We argue that in the New Reality it is more important to opt for the right questions than to get answers that may become instantly obsolete. To reiterate Christensen’s argument in “How Will You Measure Your Life?”, in which he discusses the significance of pursuing meaningful questions in a changing landscape, the right questions can guide you toward a fulfilling life and decisions, rather than being fixated solely on finding definitive answers.iv 

The competence of asking the right question is a pivotal skill that fosters deeper understanding and drives insightful conversations. It involves not only clarity of thought but also active listening and an awareness of context. By framing questions thoughtfully, we can unlock new perspectives, elicit meaningful responses, and guide discussions toward productive outcomes. This skill transcends various domains, from education to leadership, as the ability to probe effectively enhances problem-solving, encourages critical thinking, and fosters collaboration. Ultimately, asking the right questions is an art that cultivates inquiry, discovery, and growth. 

Are we going through a turning point in history? 

The transition from the industrial age into the cyber-age is a huge challenge, but also a unique opportunity for enterprises and corporations. To participate in this development, we need foresight, the right education, the necessary technological infrastructure, and ample entrepreneurial spirit. A multi-reality world in transition requires permanent focus on the actual, the emerging, and the future context. It also requires permanent awareness about contextual changes and future orientation. In a world in transition, we need a process focused on the desired future and not just on the expected one. Businesses that keep on focusing overwhelmingly on past successes have no future. Tomorrow, everything may change. The passive expectation vs active shaping of the future is depicted in exhibit 1. 

Exhibit 1: Passive expectation vs active shaping of the future

Exhibit 1Hope is a key value that may help leaders to avoid the worst-case scenarios and focus on future vision. Simply spreading optimism seems to be futile; what is needed are real visionary leaders who engage in action. Fortunately, these exist. Exhibit 2 proposes some examples of visionary leaders who are transforming the landscape and preparing for the future. These individuals are not only visionary in their thinking but also actively working to implement their ideas and drive progress in their respective fields. 

Exhibit 2: Examples of contemporary visionary leaders 

Exhibit 2

Completing the missing puzzle: moving from the expected into the desired future 

Our personal future depends to a large extent on the future of others, such as those that are important to us, organizations that are relevant to us, the society that we live in, and of course broader contexts such as our history and the state of science and technology available in our community. These last are super-dynamic and embrace constant changes; they are all in a state of deep transformation. 

Our short presence in this world will leave only marginal imprints. For most of us, no trace will remain. So, in this type of world, what should we do to enable a more meaningful life? The answer is simple: The more we move from the expected towards the desired future, and the stronger we are in living our own lives, the bigger our impact will be on those futures. But ultimately it depends on us whether it is a positive impact or negative one. We decide whether our life is meaningful for us and our environment, or not. We do not exist alone, and we may choose to impact other people. 

Often, we do not realize this choice: whether to spend our lives in blessed ignorance, happy with whatever happens, or take up the challenge and aim beyond this. Our future these days is loaded with an overwhelming array of problems, issues, and crises which lie along the way towards a good future. We are torn between two contradictory options: preventing or avoiding looming problems. The time has come to stop waiting for opportunities and to create them ourselves! People don’t get mature and wise by aging; they just get old! It is necessary to work on our own development at each stage of our life and our career. If we stop this process, then we have reached the end. Exhibit 4 shows drivers of transformation and possible expected outcomes.  

Exhibit 3: Drivers of transformation and possible expected outcomes. 

Principal Drivers 

  • New transforming and disrupting technology based on AI and robots among many other new technologies: virtual reality, blockchain, biotech, nanotech, genetics, new materials, new energy sources, etc. 
  • New science is reaching out a long way, exploring even the “Beyond”. 
  • New business with the intelligent collaboration of people, AI, and robots. 
  • Social transformation and demographics, leading to the growing importance of cities.

Possible expected outcomes 

  1. New civilization based on intelligent collaboration, where humans, robots, and AI are in collaboration. The world becoming more equal and the feminine part coming out of the shadows. 
  2. Plutocracy. A few people become immensely rich and wealthy, becoming the masters of the world. abusing the new technology to control the rest. 
  3. Back to the Stone Age. Our civilization crumbles, is destroyed, and starts again from scratch. 

Our objective should be to be better than before, not just “more of the same”. Our life is a blended voyage of serendipity, wonderings, and disasters. If there is no future, everything looks meaningless and hopeless. The future is the most important dimension of our lives. v 

Macrotrends and paradigm shifts 

Creativity and entrepreneurship are the main driving forces of human civilization. Artificial intelligence and cyber-reality are powerful forces, both pushing into a new dimension. To avoid the trap of the greed-driven economy, there is a need to focus on quality of life.  

The paradigm shift includes the following changes:

  •  From greed to mutual respect, tolerance, and trust.
  •  From growth to care.

As of today, we have an overwhelming focus on profit, which leads to distortions in the meaning of economy and ignoring the negative collateral impacts on society and the environment. For example, we accept the harmful and damaging impact of CO2 on the environment and can barely agree to reach CO2 neutrality, instead aiming at an overall reduction below the harmful limits. 

In principle, the purpose of economy is to provide meaningful products and services for individuals and society. It is also important to insist on the role of work, which gives meaning to our lives. Since good relationships are the most important basis for a healthy and happy life, work-related relationships may have an important role to play as well. In his writings, Dave Ulrich, a prominent figure in the field of human resources and organizational development, often emphasizes the significance of meaningful work. One of his key phrases reflects this concept:  

“Meaningful work is the bedrock of human dignity and organizational success.”vi  

Finally, creativity and innovation need entrepreneurship to be implemented. AI, automation, digitalization, robotics, 3D printing, and others have a strong impact on all working activities. An increasing amount of human work can be done by machines. Value creation and value distribution will have to change fundamentally. We tend to forget that, besides the paid work we do for others, we all also work for ourselves, our family, neighbors, and other people and organizations. It is often caring work labeled as a social activity. This perception may and should be changing.

EXHIBIT 4

Exhibit 5 summarizes concrete actions designed to become part of the desired future.   

Exhibit 5: Proposed actions to build a desired future 

Exhibit 5 We must fight to ensure both that we have a future and that it is a future worth having. vii If we miss it, it may take centuries or even millennia to regain the advanced civilization we enjoy now. But we may as well lose it forever. This time, humanity risks being part of the sixth mass extinction.viii 

Conclusion 

Our life is a journey to the unknown, full of surprises and challenges. The journey is the purpose. We can decide largely about the direction we want to take. Obviously, we can just drift, but then we risk following other people’s directions.  

Given the deep transformation that is looming on the horizon, we need to adopt a more proactive attitude and move from the expected future to the desired future. It is this that will enhance the quality of our lives. But, for this to happen, we need to understand what is going on in the period of deep transformation in business and society. The voyage to a desired future will involve our imagination and a firm stand and adaptation of new paradigms that will serve as a guiding compass. This article is not intended to provide a solution to all future issues, but to raise the level of consciousness of what is happening and perhaps create a wish list for actions. We should never forget that we live only here and now. Tomorrow is a bridge to the day after tomorrow! 

If you promise people gold, you will harvest greed. If you bring people hope, you can win their hearts. And, if you teach people to trust each other, they may again have a real future.

Dreams are changing the world. 

Let’s dream together about a better world!

About the Authors 

Dr. Mario RaichDr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organizations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy and Managing Director of Raich Futures Studies in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society 

Dr. Simon DolanDr. Simon L. Dolan is currently a professor and Senior Director of Research and Programs at Advantere School of Management (Madrid) and the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona. He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 85 books on themes connected to managing people, culture reengineering, values, coaching, stress and resilience enhancement. In 2024 he was awarded a doctorate honoris causa (University of Huelva) and the IFSAM Award for Excellence in Societally Relevant Management Scholarship.. He has published over 170 papers in scientific journals. He is an internationally sought speaker. His full CV is at: www.simondolan.com 

Claudio CisulloClaudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG, and the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company. 

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Revisiting HR Challenges at the Dawn of 2024 https://www.europeanbusinessreview.com/revisiting-hr-challenges-at-the-dawn-of-2024/ https://www.europeanbusinessreview.com/revisiting-hr-challenges-at-the-dawn-of-2024/#respond Sat, 02 Nov 2024 03:14:20 +0000 https://www.europeanbusinessreview.com/?p=199774 By Pedro Cesar Martínez Moran and Simon L. Dolan A new year is always an appropriate time to stop and evaluate progress in any given endeavour and, moreover, to consider any […]

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By Pedro Cesar Martínez Moran and Simon L. Dolan

A new year is always an appropriate time to stop and evaluate progress in any given endeavour and, moreover, to consider any new factors that may have entered into the equation. In HR, as in almost every other sector of business, such factors abound.

The challenge for individuals

Individuals are caught in what Zygmunt Bauman called “liquid life”1, which means that they are deeply immersed in a consumer society, relentlessly pursuing satisfaction at an accelerated pace, longing and shifting towards authenticity, embracing individual uniqueness, and enhancing capacity to collaborate generously with others (by leading, sharing knowledge, helping, or even teaching others) as well as with AI-equipped robots.

The demands of contemporary work life require a significant focus on knowledge acquisition, a diverse set of collaborative skills, and the ability to navigate under different circumstances and unknown consequences. In this intricate landscape, seeking support or assistance from teammates, colleagues, or managers becomes essential for effective functioning. Regardless of one’s function, responsibilities, or role in a company, the interdependence among team members is and will become crucial.

The emerging context: managing HR in a VUCA world and other environmental factors

Individuals require interaction with others for their development, and continuous upskilling so that they can maintain an effective performance at work.

Companies worldwide in a VUCA era face new challenges on many fronts — economic, social, environmental, and technological. Considering a working career solely as an individual path should be viewed as a mistake and, hence, it is essential to recognise the interconnectedness of diverse roles within the working environment. Individuals require interaction with others for their development, and continuous upskilling so that they can maintain an effective performance at work.

The objective of this short article is to briefly introduce some key factors that may influence the HR arena, acting individually or collectively.

The rise of intelligent machines and their impact on the individual worker

The current momentum of accelerated digital transformation coupled with the growing strength and ubiquity of generative artificial intelligence (AI) necessitates the acquisition of new knowledge and competencies to maintain performance, efficiency, and productivity. AI is becoming an integral part of everyday life. While it’s undoubtedly driving innovation and creating efficiencies in some fields, it’s also causing a fair amount of fear and uncertainty. The threat to jobs is real, creating both opportunities and redundancies. The Boston Consulting Group indicates that “the explosive popularity of ChatGPT and other forms of generative AI suggests that we are witnessing the start of a new order for business and society”2. However, concerns arise regarding whether handing over control of our lives to algorithms can exacerbate divisions and inequality in society. We need to identify the correct interaction between people and machines.

Climate change is increasingly becoming a political issue

The urgency of averting the catastrophic effects of climate change is escalating rapidly. Technology is widely acknowledged as playing a critical role, with innovations such as clean energy and carbon capture seen as integral parts of the solution. However, the willingness of individuals and organisations to take responsibility, along with the way political and economic trends unfold, will likely be even more critical in addressing this global challenge.

Culture wars

The term “culture war” refers to an ongoing polarisation of society, often characterised by a left-versus-right or liberal-versus-conservative debate largely conducted via social media channels. There is a trend to steer audiences towards content that is likely to confirm their biases, while also inflaming feelings of injustice or inequality.

Turbulent times for economies

Hard economic times often lead governments to opt for reducing spending on public services and utilities, implementing job cuts, and causing a reduction in living standards. Currently, there is an intense campaign to manage inflation efficiently, secure the supply chain, reduce costs, and create safe environments for doing business. Inflationary pressures are exacerbating commercial strain due to high prices for certain products. On the wages side, the decline in purchasing power is causing unease and fostering conflict between employers and workers.

The evolution of work and employment

Changes in how people work will continue to affect many aspects of our lives and society. Although some companies are implementing back-to-
office policies, remote and hybrid working remain at higher levels than before the pandemic. This improves global mobility, as workers are no longer tied to living close to employment centres. However, it can also lead to increased social isolation and reduced social cohesion. In its survey on AI, McKinsey notes that “looking ahead to the next three years, respondents predict that the adoption of AI will reshape many roles in the workforce”.3

The generation gap

The wealth and property ownership gap between generations will continue to drive global and social change. The Deloitte Global 2023 Gen Z and Millennial Survey points out that the responses from Gen Z and Millennials reflect “how the disruptive events of the last few years have shaped their lives and views, and highlight that while they acknowledge some positive change, they remain deeply concerned about their futures”. The survey indicates that 49 per cent of Gen Z and 62 per cent of millennials say that work is central to their identity, work-life balance” and that “having a good work-life balance is the top trait they admire in their peers, and their top consideration when choosing a new employer”.4

The ageing population

World Bank forecasts reveal an ongoing progressive ageing process. According to these projections, people aged 65 and over will account for 10 per cent of the world population in 20225. This represents a doubling of the initial percentage, which was around 5 per cent in 1960, as illustrated in table 1.

table1

The decision-making behaviour of older adults may be influenced by a tendency towards risk aversion, particularly when confronted with potential losses, as suggested by Albert and Duffy.6 This inclination towards risk aversion could give valuable insights into the nature of decision-making in ageing populations.

Ongoing urbanisation

Over the past 50 years, both social structures and patterns of coexistence, as well as mobility systems in large cities, have undergone significant transformations. The European Commission, through its “Knowledge for Policy” website, notes that “people in search of better opportunities, such as jobs, services, and education, have been moving from rural to urban areas across the world, and this accelerating trend is likely to continue in the future. The number of people living in cities has more than doubled over the last 40 years and is projected to reach 5 billion by 2050.” On one hand, it favours productivity, while on the other hand it is “the cause of problems associated with environmental degradation, public health, housing, congestion, and inequalities”.7

The new patterns of migration

Economies will persist in benefiting from an influx of predominantly young, able-bodied, and active workers. Concerns about the potential strain on utilities and public services, as well as the impact of new arrivals on indigenous populations, will continue to fuel political divisions. In advanced economies, the offer of jobs, visas, and educational opportunities will increasingly be used to address the skills gap. The International Organisation of Migration highlights the increasing numbers of key migration indicators, as depicted in table 2.8

table2

The new definition of education(rethinking education)

The speed of technological innovation means that opportunities are opening in industries that did not even exist when many of today’s workers were at school. UNESCO indicates that a new social contract for education is needed. This means “an implicit agreement among members of a society to cooperate for shared benefit”. UNESCO also suggests that “the starting point is a shared vision of the public purposes of education. This contract consists of the foundational and organisational principles that structure education systems and the distributed work done to build, maintain, and refine them.”9

The new model of well-being

A schematic bidimensional model of well-being is presented in exhibit 1.

exhibit1This model proposes expanding the concept of “successes” to encompass both organisational and individual perspectives simultaneously, while also integrating the mental and physical dimensions of well-being. In quadrant A, true well-being is achieved, where individuals perform well while maintaining their personal, mental, and physical health. Quadrant A represents a win–win situation. Quadrant D is considered problematic, where not only does the employee perform poorly, but their health is also adversely affected. Quadrants B and C are also problematic, as either individual health or organisational health is compromised.

Prospective view of the five HR mega-challenges in “Tomorrowland”

People management has transformed organisations. Their traditional transactional role is no longer aligned with the current needs of businesses. Instead, human resources (HR) has evolved into agents of change, requiring them to be closely aligned with the business and take on more strategic responsibilities.
Organisations will encounter a multitude of challenges in effectively managing the people within their workforces in the coming years. This can be categorised into the following areas:

1. Cultural diversity and the creation of integration policies

The world offers a unique opportunity for people of different ages, races, religious beliefs, and political ideologies to live together, without discrimination based on gender or sexual orientation. The 17 Sustainable Development Goals of the UN is a voluntary roadmap (THE 17 GOALS | Sustainable Development). However, despite the interconnectedness and connectedness that exists in many areas, barriers to travel and work persist in some countries.

As the modern workforce evolves, a new HR trend is taking centre stage, manifested by the convergence of reward, culture, flexibility, and meaningful work.

Organisational culture must enable people to be involved, generate commitment in the face of difficulties, and facilitate professional development. Additionally, in recent years, the coexistence of different generations in the same organisation has meant that each cohort has its motivations and idiosyncrasies, making it necessary to establish communication, management, and reward mechanisms adapted to each group. As Baby Boomers retire, Generation X (born between 1965 and 1980) is stepping into leadership roles across many industries. Unlike their predecessors, Gen X leaders combine traditional leadership styles with an innate understanding of technological advances, valuing both experience and innovation. This unique combination has ushered in a more agile, tech-savvy, and holistic approach to leadership, driving businesses into the future with adaptability and foresight.

As the modern workforce evolves, a new HR trend is taking centre stage, manifested by the convergence of reward, culture, flexibility, and meaningful work. No longer isolated elements, these factors are working together to drive employee satisfaction, productivity, and loyalty. The modern employee is no longer driven by financial incentives alone; they seek a holistic employment experience that aligns with their values and aspirations. This shift reflects a broader societal recognition that our jobs can, and should, provide more than just a pay packet.

2. The employment relationship model, part-time work management, and hybrid portfolio management (face-to-face and virtual)

The employment relationship model that has worked for more than a century is under scrutiny. The trend towards shorter working hours is continuing. The four-day week is gaining ground. On the other hand, nomadic working arrangements are not left out of expectations. The return to the office has called into question the benefits of teleworking. Companies have seen a decline in engagement, integration, and communication in their teams. The physical distance has not been reduced by the virtual relationship. The gig economy or on-demand economy continues to make inroads with new ways to generate new revenue.

The impact of changes in the relational models of work would affect the degree of participation and mobilisation in the pursuit of a common project. New knowledge will make it necessary to recycle certain foundations, update others, and incorporate new skills and capacities.

Today, people do not come to the office to work alone in a corner. They come to participate in collaborative projects, solve operational problems more quickly, and contribute their ideas and expertise to strategic projects. Spaces and tools, both physical and digital, for co-creation and collaboration are needed.
As an example of the changing times, employees who live within 80 kilometres of a Zoom office in the United States and beyond will be required to be present at least two days a week from September 2023. Zoom describes this as adopting a “structured hybrid approach”.10

A significant number of employees, including 70 per cent of Gen Z and half of millennials, are turning to side hustles and gig work. Their motivations are twofold: the need for extra income due to the rising cost of living and inflation, and a preference for flexible, skills-based jobs that deviate from the traditional 9-to-5 model.

Traditional side hustles, such as driving for a transportation company or delivering food, have historically supplemented incomes. However, the modern gig economy has been transformed by the explosive growth of influencer marketing. The influencer market is estimated to reach $21.1 billion in 2023, a 29 per cent jump from 2022. What started as a trend among the youth is now engaging a broader demographic with popular platforms. This shift is being fuelled by the accessibility and flexibility of remote working, allowing individuals to create influential content during their working hours.

Hybrid working models are likely to dominate, impelled by a results-driven culture that redefines performance metrics. As organisations juggle between the compelling benefits of remote work with the intangible benefits of in-office collaboration, one thing is certain: the future of work will be a crucible for broader societal change, forcing us to redefine not just how we work but why people work.

3. Demographic challenge and a new definition of talent

The earth’s inhabitants are experiencing a continuous and steady growth in resource consumption. This growth is closely tied to the increasing concentration of populations in urban centres, driven by the generation and demand for employment opportunities in these areas. However, depopulated and ageing regions face a challenge known as the “talent development trap” in Europe. This phenomenon highlights the need to reconsider the definition of tomorrow´s talent and emphasises the importance of lifelong learning.

The maintenance of trades and professions is undergoing changes influenced by shifts in consumption patterns and the evolving habits and behaviours of both companies and individuals. Individuals are calling for the creation of fair and non-precarious employment opportunities, emphasising the need for talent to be recognised and promoted without bias or discrimination based on gender, age, sexual orientation, or disability.

Talent is not perceived as an abundant resource but rather as a scarce commodity. Managing talent becomes crucial, especially when there is a need to fill vacant positions in the face of a lower supply compared to the potential demand.

One of the most pressing paradoxes in the world of work is the challenge of positively correlating labour supply and demand. There is a growing need to identify and attract talent to fill the new professions and roles that are emerging, addressing the evolving dynamics and expectations in the contemporary workplace.

Talent is not perceived as an abundant resource but rather as a scarce commodity. Managing talent becomes crucial, especially when there is a need to fill vacant positions in the face of a lower supply compared to the potential demand. The ongoing war for talent is expected to intensify, particularly with the increased involvement of Al recruitment processes.

The competition for human capital will influence the speed at which individuals join and integrate into organisations. This dynamic will compel companies to consistently enhance their talent management processes to attract, retain, and effectively integrate skilled individuals into their teams.

Contemporary organisations are no longer solely based on the production of goods and services but also consider the economic and social impact of those decisions. This shift encourages an approach rooted in sustainable talent management and development, fostering greater stakeholder engagement with a more pluralistic focus.
Digitalisation has provided organisations with tools not only for recruiting the best talent but also for managing, developing, and retaining that talent. In this context, organisations should prioritise efforts to build a positive reputation as an employer brand. This entails creating a workplace culture that is attractive to potential employees and aligns with sustainable and socially responsible practices, contributing to the organisation’s overall success and impact.

4. Employee well-being and the active promotion of resilience

Well-being serves as an antidote to stress, and individuals have become increasingly aware of the importance of taking care of their health. Companies that invest in the well-being of their workforces often experience an increase in overall performance. However, stress levels have also seen a rise, emphasising the need for resilience, which can help mitigate stress and foster a healthier workplace environment. As Casademunt and Dolan state, “resilience can act as a protective factor for avoiding issues of poor mental health.” They have developed a “resilience core rings model”. This means a “process of six stages where some of the most relevant research in the areas of neurobiology and behavioural therapy are applied to build resilience and recover mental health, with no need for any pharmacological intervention”.11
In recent years, HR professionals have faced mounting pressures and demands, resulting in a concerning trend of HR burnout. HR burnout is not merely an issue of individual fatigue; it extends to impact the overall efficiency of entire organisations and can pose challenges to talent retention and acquisition. As companies expand, their human resource needs grow, underscoring the urgent need for businesses to recognise HR burnout promptly to ensure the well-being and effectiveness of their teams.

5. The use of complex technological resources such as AI

Major developments, such as the use and application of AI, process automation, and large-scale data analysis, are reshaping the skills required in the workforce, necessitating continuous knowledge updates. These skills are broadly categorised into cognitive, digital, self-leadership, and interpersonal, reflecting the imperative to adapt to the evolving challenges in the world of work.

The integration of AI requires an expansion of employee skill sets, resulting in the emergence of new roles and responsibilities and, consequently, new jobs. Individuals must adapt to the digital skills essential for survival, life, and work. The European Union’s digital competence framework for citizens underscores the importance of not only knowledge but also skills and attitudes in engaging with the world.

Despite concerns about potential job loss due to the rise of AI, the tech-savvy Gen Z is particularly open to this science of making machines that can think like humans and perceiving it as a career accelerator. This suggests a future workforce that embraces and integrates technology, reflecting a positive stance on the opportunities presented by technological advancements.

The challenge of offering quality of working life and enhanced well-being to everyone

The challenges mentioned above are not confined solely to people management. Rather, they stem from broader societal changes and their inherent evolution. Technological advancements, involving increased investment and confidence in future progress, demand efforts in preparation and the acquisition of new knowledge.
Individuals need to recognise that the future will unfold in a digital environment rather than an analogue one. The proliferation of social relations facilitated by information and communication technologies should promote more extensive and thoughtful interactions. While technology facilitates business transactions such as trade, it is crucial to prevent the social isolation that can arise from excessive reliance on teleworking.

Improved living conditions have led to the convergence of different generations in the same workplace. Collaboration among these diverse generations is increasingly vital for organisational success.

Conclusion

Private as well as public companies are compelled to confront the ongoing challenges posed by global evolution. They cannot afford to ignore the changes occurring around them. To thrive in this dynamic environment, companies must adopt adaptive and flexible organisational models. Articulating and implementing congruent shared values (i.e. sustainable culture) and nurturing trust will play a crucial role in gluing employees, customers, suppliers, and members of the community together. It is essential to recognise that the ultimate beneficiary of these efforts is the individual being, contributing to a harmonious and sustainable workplace.
In the era of automation and digital transformation, the dispelled significance of human creativity, empathy, and collaboration has become increasingly evident. Forward-thinking companies acknowledge this and invest in cultivating a culture that values these human elements. This not only contributes to the company’s growth but also nurtures a workspace where individuals feel genuinely appreciated and motivated.

The concept of total well-being encompasses various dimensions, including physical, mental, emotional, social, and financial health. By actively supporting employees’ well-being in all these areas, organisations can enhance productivity, reduce absenteeism, and elevate employee morale.

And finally, adopting a holistic approach to actively promoting employee well-being can be regarded as a strategic move for organisations. It not only contributes to a healthier and more engaged workforce, but also fosters a positive work environment, ultimately leading to increased productivity and quality of life for all employees.

The article was first published on 22 January 2024.

About the Authors

Pedro CesarDr. Pedro Cesar Martínez Moran is the Director of Master in Talent Management at Advantere School of Management. Since 2017, he has also been the Director of Master of HR at the Pontificia University of Comillas. In addition to academic work, he has worked in different roles as senior executive and senior consultant. Currently he is a member of the board of the Global Future of Work Foundation (www.globalfutureofwork.com). 

Simon DolanDr. Simon L. Dolan is a professor at Advantere School of Management and the University of Comillas. He is the former director of the ESADE Future of Work Chair. He has a PhD in People Management and Work Psychology from the University of Minnesota and is a former full professor at ESADE, the University of Montreal, McGill University, Boston University, and others. He has published over 80 books, including academic textbooks in HR, in English, French, and Spanish. He is the co-founder and president of the Global Future of Work Foundation (www.globalfutureofwork.com). 

References

  1. Bauman, Z. (2005), Liquid life, Polity. 
  2. Boston Consulting Group, “AI at Work: What People Are Saying”, https://www.bcg.com/publications/2023/what-people-are-saying-about-ai-at-work, 7 June 2023 (accessed 14 December 2023). 
  3. McKinsey, “The state of AI in 2023: Generative AI’s breakout year” (accessed 14 December 2023). https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai-in-2023-generative-ais-breakout-year 
  4. “Deloitte Global 2023 Gen Z and Millennial Survey”, file:///C:/Users/HP%20Pavilion/Downloads/deloitte-2023-genz-millennial-survey%20(1).pdf (accessed 18 December 2023). 
  5. World Bank, https://datos.bancomundial.org/indicator/SP.POP.65UP.TO.ZS (accessed 18 December 2023). 
  6. Albert, S. M., & Duffy, J. (2012), “Differences in risk aversion between young and older adults”, Neuroscience and neuroeconomics, 3-9. 
  7. European Commission, “Knowledge for policy”, “Megatrend continuing urbanisation”, https://knowledge4policy.ec.europa.eu/continuing-urbanisation_en#megatrendcontinuingurbanisation (accessed 18 December 2023). 
  8. International Organisation for Migration, “World Migration Report 2022”, file:///C:/Users/HP%20Pavilion/Downloads/wmr-2022_0.pdf, (accessed 18 December 2023). 
  9. UNESCO, “Rethinking the futures together”, https://courier.unesco.org/en/articles/rethinking-our-futures-together (accessed 18 December 2023). 
  10. Zoom blog, “How to build your best hybrid work environment with Zoom”, https://www.zoom.com/en/blog/best-hybrid-work-environment/ (accessed 18 December 2023). 
  11. Javier S. Casademunt and Simon L. Dolan, “The Resilience Rings: A New Neuropsychological Framework for Building Resilience”, The European Business Review. March 2023. 

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The 10 Core Habits of Resilient People: Concept and Tools for Resiliency and Wellness Professionals https://www.europeanbusinessreview.com/the-10-core-habits-of-resilient-people-concept-and-tools-for-resiliency-and-wellness-professionals/ https://www.europeanbusinessreview.com/the-10-core-habits-of-resilient-people-concept-and-tools-for-resiliency-and-wellness-professionals/#respond Fri, 20 Sep 2024 03:56:27 +0000 https://www.europeanbusinessreview.com/?p=213533 By Simon L. Dolan, Anat Garti, Miriam Diez Pinol, and Pedro Cesar Martinez Moran Creating or enhancing resilience has become a buzz phrase in recent times. The ubiquity of the […]

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By Simon L. Dolan, Anat Garti, Miriam Diez Pinol, and Pedro Cesar Martinez Moran

Creating or enhancing resilience has become a buzz phrase in recent times. The ubiquity of the term in today’s lexicon stems from a myriad of factors, including the rise of self-help culture, the glorification of struggle and adversity, and the commodification of resilience.

In an era marked by constant change and uncertainty, individuals are bombarded with messages emphasizing the importance of resilience in navigating life’s inevitable challenges. Self-help gurus and motivational speakers extol the virtues of bouncing back from setbacks, framing resilience as a prerequisite for success and fulfillment. In a society obsessed with productivity and achievement, the ability to weather storms and persevere in the face of adversity has become a coveted attribute, fueling the proliferation of resilience as a buzzword.

In a society obsessed with productivity and achievement, the ability to weather storms and persevere has become a coveted attribute.

Moreover, the romanticization of struggle and hardship in popular culture has further bolstered the status of resilience as a buzzword. From inspirational stories of individuals overcoming insurmountable odds to viral social media posts celebrating resilience, the narrative of resilience has been mythologized and glorified, perpetuating the notion that resilience is not just a desirable trait, but a heroic one.

The commodification of resilience has transformed it into a marketable commodity, with an array of products and services promising to help individuals build their resilience muscles. From resilience training programs to resilience-themed merchandise, the commercialization of resilience has capitalized on the zeitgeist of self-improvement and personal development, reinforcing its status as a buzzword that resonates with consumers seeking to enhance their capacity to cope with life’s challenges.

At the risk of adding to this discourse, the objective of this article is to offer another interesting angle of profile of resilient people based on their habits. We hope that the paper will be relevant for mental health coaches and other wellness professionals in guiding and helping their clients become more resilient.

While resilience and wellness coaching can offer some benefits in terms of promoting self-care and stress management, it is important to approach this industry with a critical eye and consider the potential drawbacks and limitations of this approach to mental health and well-being. In this article, we will concentrate on habits. In our research as well as in our coaching practices, we have identified 10 key habits of resilient people, and perhaps these can serve as a reference for the professionals in the field who will attempt to modify or change the habits of their clients / patients, rendering them more resilient and healthier psychologically.

Why Resiliency and Wellness Enhancement are so much Needed in Our Time and Age

run

In the face of VUCA and the global health crisis, resiliency emerges as a critical survival mechanism. It is the capacity to adapt, bounce back, and thrive in the face of adversity, setbacks, and uncertainty. Those lacking in resiliency are at risk of being overwhelmed, paralyzed, or even destroyed by the myriad of challenges that define our current reality.

The COVID-19 pandemic has exposed the vulnerabilities and fragilities of our systems and structures, laying bare the need for resilience at the individual, organizational, and societal levels. Those who are resilient can weather the storm, innovate in the face of constraints, and find new ways to thrive in a rapidly changing world.

An important lesson from the COVID-19 era underscores the importance of building and cultivating resiliency as a core competency. It is not enough to simply react to crises as they arise; rather, individuals and organizations must proactively develop the skills, mindset, and strategies needed to withstand and overcome the challenges of our time.

What are the Core Habits of Resilient People?

Research suggests that resilient individuals possess a set of core habits that enable them to navigate life’s ups and downs with grace and determination. These habits are not mere whimsical tendencies, but rather strategic behaviors that have been cultivated and honed over time through deliberate practice and introspection.

The core habits of resilient people are not innate traits, but rather learned behaviors that can be developed and strengthened over time. By cultivating adaptability, self-care, purpose, and a strong support network, individuals can enhance their resilience and better cope with life’s challenges. Resilience is not a passive quality, but an active practice that requires effort and intentionality. By embodying these core habits, individuals can build the resilience needed to thrive in a world that is constantly changing and evolving.

We have identified 10 core habits of resilient people. A summary is provided in Exhibit 1 and the further explanation that follows.

Habit 1: Resilient people find meaning and purpose in their life

Resilient individuals possess a remarkable ability to derive meaning and purpose from their life experiences. In the face of adversity and challenges, they do not succumb to despair or hopelessness but, instead, they channel their inner strength and determination to find a sense of purpose that drives them forward. This ability to find meaning during chaos is a testament to their resilience and mental fortitude.

In other words, the ability to find meaning and purpose in one’s life is a hallmark of resilience. Resilient individuals possess the inner strength and determination to derive purpose from their experiences, transforming adversity into opportunities for growth and self-discovery. By actively seeking out meaning and purpose, they can weather life’s storms with grace, emerging stronger and more resilient on the other side.

Habit 2: Resilient people are always open to learning, developing, and growing

Resilient individuals exhibit a relentless pursuit of personal growth and development, demonstrating a steadfast commitment to the concept of continuous improvement. Their unwavering dedication to enhancing their skills and knowledge sets them apart from others, as they constantly seek opportunities to expand their capabilities and achieve their full potential. This insatiable thirst for learning propels them forward, driving them to consistently seek out new challenges and experiences that will enrich their lives and enable them to overcome adversity with grace and determination. In a world where complacency and stagnation are all too common, the resilience of these individuals serves as a shining example of the power of self-motivation and the transformative impact of a growth mindset.

Habit 3: Resilient people adapt a strong cognitive attitude, saying: I´ll do the best, and … que sera, sera

Resilient individuals often exhibit a strong cognitive attitude characterized by a sense of determination and acceptance of uncertainty. This attitude is encapsulated in the phrase, “I’ll do the best that I can and … que sera, sera.” While this mantra may appear simplistic on the surface, its underlying implications reveal a complex cognitive interplay between attitudes and actions.

The notion of doing one’s best reflects a proactive stance towards challenges and adversity. It suggests a willingness to exert effort and take responsibility for one’s actions, regardless of the outcome. This proactive mindset is a key component of resilience, enabling individuals to navigate obstacles with a sense of purpose.

In this sense, the cognitive attitude of resilient individuals is a delicate balance between agency and acceptance. It reflects a nuanced understanding of the limitations of individual control, while also emphasizing the importance of acting and doing one’s best in the face of adversity. By embracing this attitude, resilient individuals can adapt to challenging circumstances with a sense of resilience and fortitude.

Habit 4: Resilient people use their biological clock rather than the chronological clock

Resilient individuals who prioritize their biological clock over the conventional chronological clock demonstrate a level of strategic thinking that sets them apart from the average populace. By aligning their activities and tasks with their natural rhythms, they can tap into a deeper well of creativity and productivity. This deliberate approach to time management allows them to optimize their energy levels and mental capacities, ultimately leading to more innovative and efficient outcomes.

By embracing their biological clock, resilient individuals can better manage stress and maintain a sense of balance in their lives.

By embracing their biological clock, resilient individuals can better manage stress and maintain a sense of balance in their lives. Rather than pushing themselves to meet arbitrary deadlines and conform to societal expectations, they can work in harmony with their natural inclinations, leading to a more sustainable and fulfilling lifestyle.

Habit 5: Resilient people make sure to maintain blocks of uninterrupted time for serious thinking and meditating prior to engaging

The ability to think critically and make informed decisions quickly is more important today than ever. Resilient individuals understand the value of setting aside dedicated blocks of time for serious thinking. They recognize that to navigate complex challenges and seize opportunities, they must engage in deep reflection and analysis.

By prioritizing uninterrupted time for contemplation and decision-making, resilient individuals demonstrate a commitment to excellence and strategic thinking. They understand that hastily made decisions can have far-reaching consequences, and they are willing to invest the necessary time and effort to ensure that their choices are well-informed and thoughtful.

Habit 6: Resilient people approach a task with passion and curiosity

Resilient individuals often exhibit a fervent dedication to their pursuits, driven by an insatiable curiosity that propels them forward. This unwavering commitment stems not just from a desire to succeed, but from a deep-seated passion for the task at hand. Their approach is not merely one of duty or obligation, but one of genuine interest and enthusiasm.

This relentless pursuit of knowledge and mastery drives them to push boundaries, explore new possibilities, and continuously seek improvement.

This fervor and curiosity serve as powerful motivators, fueling their resilience in the face of challenges and setbacks. Rather than being deterred by obstacles, they view them as opportunities for growth and learning, further igniting their passion and drive. This relentless pursuit of knowledge and mastery drives them to push boundaries, explore new possibilities, and continuously seek improvement.

In essence, the combination of passion and curiosity fuels the resilience of individuals, propelling them towards success and fulfillment. It is through this unwavering dedication to their pursuits that they can overcome adversity and emerge stronger, more capable, and more determined than ever before.

Habit 7: Resilient people program proactively positive experiences into their lives

workout

As each person knows what makes them happy and which are the events that energize them, resilient people program these positive events into their lives. This can be a trip to the opera, taking a beer with the boys, playing golf, or having an enjoyable massage. Obviously, these events need to be carefully planned to ensure no interruptions with work or family life. Surprisingly, some of these events do not necessarily need to be very expensive.

The emphasis on “proactively” seeking out these experiences should clearly include an assurance that these actions are genuine and not simply a performance for others. The notion that small positive experiences can significantly impact one’s resilience may oversimplify the complex nature of resilience; hence, it is not solely built on fleeting moments of joy, but rather on a deep inner strength and the ability to bounce back from adversity.

Once these experiences are planned, one needs to ensure that they do not become routine. We are all aware of the “law of effect” of Thorndike that shows that any stimulus that gets repeated loses its beneficial effect. So, in spite of the fact that positive rewards tend to be repeated, they need to be spaced and varied for the effect not to diminish.1

Habit 8: Resilient people engage in physical and mental exercises

There is a wealth of literature that supports the fact that resilient people engage in either physical activity or mental activity on a regular basis. This was repeatedly tested and proved during the COVID-19 period2. In addition to resilience hormones released and strengthening of the immune system, it enhances metabolism and oxygen in the brain that facilitate better coping and better decision-making.

Nonetheless, one needs to be aware of not using physical exercise as a panacea for mental health and resilience. While dopamine release can contribute to feelings of well-being, it is not a cure-all for the complex emotional and psychological challenges that individuals may face. Overemphasizing the role of exercise in resilience-building can inadvertently minimize the importance of other factors, such as social support, therapy, and self-care practices.

Resilient individuals consistently participate in mental activities such as yoga, meditation, or mindfulness. While it is true that these practices can indeed foster mental well-being and enhance one’s ability to bounce back from adversity, it is important to challenge the notion that they are the sole or even the most effective means of cultivating resilience.

In sum, while physical activity and mental activities can undoubtedly be valuable tools in cultivating resilience, it is essential to recognize that there is no one-size-fits-all approach to building inner strength. Rather than prescribing a single path to resilience, we should encourage a more inclusive and diverse understanding of what it means to be resilient.

Habit 9: Resilient people have a genuine net of social connections

Resilience is frequently attributed to individuals who possess a robust network of social connections. The notion that social support plays a crucial role in bolstering one’s ability to bounce back from adversity is not new. However, the depth and authenticity of these connections are often overlooked in discussions about resilience.

It is not simply the quantity of social connections that matters, but the quality of those relationships that truly determines an individual’s resilience. A genuine net of social connections is one that provides unwavering support, empathy, and understanding in times of need. These connections serve as a safety net, offering comfort and reassurance during challenging times and celebrating successes during moments of triumph.

Those who possess a genuine net of social connections are not immune to hardship, but they are better equipped to navigate the turbulent waters of life with a sense of security and belonging. They know that they are not alone in their struggles and that they have a community of caring individuals who will stand by their side through thick and thin.

Habit 10: Resilient people make sure to engage in the healthy consumption of food, regular eating habits, and cycles of hygienic sleep

meditate

Resilient individuals understand the importance of maintaining a healthy lifestyle, including consuming nutritious food, adhering to regular eating habits, and practicing good sleep hygiene. These individuals recognize that their physical health directly impacts their ability to bounce back from challenges and setbacks. By prioritizing proper nutrition and consistent eating patterns, they ensure that their bodies are adequately fueled to cope with stress and adversity.

Resilient individuals understand the importance of a healthy lifestyle, regular eating habits, and good sleep hygiene.

Resilient individuals recognize that consuming nutritious food is not merely a matter of satisfying hunger, but rather a strategic investment in their overall resilience and ability to cope with life’s challenges. By prioritizing a balanced diet rich in vitamins, minerals, and antioxidants, resilient individuals ensure that their bodies are equipped to handle stress, illness, and other adversities. In essence, resilient individuals view nutrition not as a luxury or an afterthought, but as a fundamental pillar of their resilience toolkit. By making informed choices about what they eat and when they eat it, they empower themselves to face life’s inevitable ups and downs with strength, clarity, and vitality.

Resilient people also understand the pivotal role that adequate sleep plays in their overall well-being. They recognize that a lack of quality sleep can lead to decreased cognitive function, impaired decision-making, and heightened emotional reactivity, all of which can hinder their ability to effectively navigate life’s obstacles. By establishing and maintaining hygienic sleep cycles, resilient individuals safeguard their mental and emotional resilience, allowing them to face challenges with clarity and composure.

Methodologies and Tools in Measuring Resilience Habits the Basics of the Dolan Web of Resilient Habits (DWRH)

While there are numerous scales and questionnaires available to measure resilience, it is important to critically evaluate their validity and reliability, and there are few or limited scales that focus on the habits of resilient people. While there are numerous scales available to measure resilience, such as the Connor-Davidson Resilience Scale (CD-RISC)3  or the Brief Resilience Scale (BRS)4 , none of these address and measure directly the habits of resilient people. Thus, we wish to propose a short and simple measure to assess habits connected with resilience, labeled the “Dolan Web of Resilient Habits” (DWRH).5 Researchers and practitioners should be cautious about relying solely on this proposed measure and are encouraged to consider using a combination of scales, interviews, and observational methods to complement and obtain a more comprehensive understanding of the individual’s resilience habits.

Method 1: Visualizing the Web of Resilient Habits

Use the following four-point scale to assess your state of resilience based on your habits:

Place the score of each of the 10 habits on the DWRH template provided in Exhibit 2.

The DWRH Web of Resilient Habits

To see the web of resilience, you need to connect the dots and shade the area. All the habits that show low scores (0 or 1) need to be addressed first. This visual presentation can be very instrumental for wellness and resilience coaches.

Method 2: Calculating and interpreting the DWRH total score

In step 1, we offer a visual display of the web of habits. Here we propose another way to analyze the resilience index, by calculating the total score. To do that, sum up your choices to calculate a single composite score (which should be in the range of 0 to 30). Based on our experience, here is what the score means:6

Method 3: Personalized DWRH

Although the 10 habits are important to all, people are different in their needs and living circumstances, so there might be a variation in the influence of the habits on their resilience. For some, sleeping hours are critical; without a good sleep, they are nervous and everything stresses them; they cannot approach life’s stimuli rationally. For others, doing meaningless tasks is a source of stress. For them, the first habit is crucial.

To fit the DWRH into the aspects that characterize you, go through each of the habits we have described. Read them and ask yourself, “How important is this habit for my resilience?”7. Rate them on a scale of 1 to 3. Rate the habit as 1 if you think that it is important but you don’t believe that it will make a significant difference in your resilience. Rate 2 if you think that the habit is important for your resilience (but not essential). And rate the habit 3 if this habit is essential to your resilience and that, without practicing it, you may significantly damage your resilience.

In Table 1, place the importance of the habit and then enter the extent to which the habit exists (as in Method 1).

To visualize the personalized resilience, place the scores on a template (as shown in Exhibit 3). This visualization can help you evaluate the habits you should address first. The habits whose presence in your life are less than their importance, where the range column does not reach the height of the column indicating importance (the blue), are the ones that should be addressed first. Because the method can be easily used online (applying a simple Excel app). Exhibit 3 shows a screen shot of an imaginary result for a person being assessed.8

ex 3

As in Method 2, and to get your personalized resilience score, calculate the importance and multiply it by each habit, so that you get a relative composite score of a habit. Then you can also sum them up to calculate your total resilience habit composite index (RCI), as shown in Table 2.

The personalized resilience habit compo-site index (RCI) could be placed in the range of 0-90 and can be interpreted as follows:

Conclusions

There is no doubt that resilience is becoming more and more important in the lives of people and especially in a work context. While resilience has been studied for many years and has been approached from many angles, the focus on habits of resilient people is innovative. In this paper, we have identified a set of 10 core habits of resilient people and offer three distinct methods to assess them and display the results, with the hope that it can be instrumental for professionals in resiliency and wellness coaching. Tools for resiliency and wellness coaching are essential components that should not be overlooked or underestimated in the field of coaching. These tools serve as the foundation for guiding individuals towards building strong mental and emotional resilience, as well as achieving overall well-being.

Tools provide a structured framework for both the coach and the client to navigate the coaching process. They act as a road map, guiding individuals through the various stages of personal growth and development. By utilizing tools, clients can gain clarity on their values, beliefs, aspirations and, most importantly, their habits in order to develop actionable steps towards achieving their desired outcomes. Tools for resiliency and wellness coaching like the one offered in this article serve as a source of empowerment. Hence, practicioners can focus on concrete strategies to enhance the resilience of their clients.

About the Authors

dolan (1)Dr. Simon L. Dolan (alias Dr. Simon) is a researcher, author, management consultant, and very solicited speaker. A prolific author (over 85 books), the creator of the Leading, Managing and Coaching by Values concept, methodology and tools. He has recently created the STRESS MAP tool, and the Stress2Resilience online app. He serves as the president of the Global Future of Work Foundation. Prof. Dolan is currently at Advantere School of Management. In 2024, he was awarded the Doctorate Honoris Cause (University of Huelva, Spain), and he was the 2023 recipient of the IFSAM Award for Excellence in Societally Relevant Management. Website: www.simondolan.com. Contact: info@simondolan.com

pinol (1)Dr. Miriam Diez Pinol is a certified Psychologist member of the Catalan College of Psychologists. She is a member of the executive board and secretary of the Global Future of Work Foundation. She was on the Faculty of ESADE and the Autonomous University of Barcelona, and is currently a Master program director on Human Resource Management and Talent at EAE Business School. She has published numerous scientific papers and several books. Contact: Diezpinolm@gmail.com

garti (1)Dr. Anat Garti is a social psychologist, a certified family and couple therapist, senior coach (MCIL), organizational consultant, groups instructor, and a lecturer in various academic institutes. She holds a BSc in psychology and computer science and an MA in psychology from the Bar-Ilan University, and a PhD from Haifa University. She provides consultation to couples and organizations on the topic of the “work-family interface” and conducts research on the dynamic relationship between the couple and their managers regarding the work-family interface. She is chief psychologist at the Israel Values Center. Website: www.values-center.co.il. Contact: anatgarti@gmail.com

moran (1)Dr. Pedro Cesar Martínez Moran is the Director of the Master in Talent Management at Advantere School of Management. Since 2017, he has also been the Director of Master of HR at the Pontificia University of Comillas. In addition to academic work, he has worked in different roles as senior executive and senior consultant. Currently he is a member of the executive board of the Global Future of Work Foundation (www.globalfutureofwork.com). Contact: p.martinez@advantere.org

References:

1. Thorndike, E. L. (1905). The elements of psychology. New York: A. G. Seiler.

2. See for example: Roberta Antonini Philippe, Laurie Schwab, and Michele Biasutti (2021) “Effects of Physical Activity and Mindfulness on Resilience and Depression During the First Wave of COVID-19 Pandemic”, Frontiers in Psychology, 12: 700742

3. More information in: Kathryn M. Connor, Jonathan R. T. Davidson (2003) “Development of a new resilience scale: the Connor-Davidson Resilience Scale (CD-RISC)”, Depression and Anxiety 18(2):76-82. doi: 10.1002/da.10113.

4. See: Bruce W. Smith, Naila deCruz-Dixon, Kaitlyn Schodt & Faerl Torres ( 2023) “Brief Resilience Scale (BRS)” in: Handbook of Assessment in Mindfulness Research Living reference work entry, https://link.springer.com/referenceworkentry/10.1007/978-3-030-77644-2_92-1

5. Note: The DWRH has not been tested empirically yet. It is based on content validity and feedback of participants in various workshops. It has been found very instrumental in coaching sessions where a coach works with a cochee to prioritize and work on resilience habits.

6. Note: The ranges indicated are only estimates; they were derived based on input from participants in multiple workshops. An empirical research support is still needed, and it is currently in progress.

7. This refinement was developed by Anat Garti, coauthor of this paper, and has been used previously in her research and writings. See for example: Anat Garti and Simon L. Dolan (2021) “Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World”, The European Business Review, January 16. https://www.europeanbusinessreview.com/using-the-triaxial-model-of-values-to-build-resilience-in-a-COVID-19-vuca-world/ ; or Anat Garti and Simon L. Dolan (2019) “Managing by Values” (MBV): Innovative tools for successful micro behavioural conduct”, The European Business Review, November 25 https://www.europeanbusinessreview.com/managing-by-values-mbv-innovative-tools-for-successful-micro-behavioural-conduct/

8. The advantage of this method is that it can also be used in an aggregate form to get a diagnosis for a team or any other group of people.

9. Note: the numbers in this example are the same as shown in Exhibit 2.

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Unraveling the Neurobiology of Trust and Its Application to Leadership Roles https://www.europeanbusinessreview.com/unraveling-the-neurobiology-of-trust-and-its-application-to-leadership-roles/ https://www.europeanbusinessreview.com/unraveling-the-neurobiology-of-trust-and-its-application-to-leadership-roles/#respond Wed, 11 Sep 2024 07:59:56 +0000 https://www.europeanbusinessreview.com/?p=212348 By Simon L. Dolan, Kyle Brykman, Javier S. Casademun, and Miriam Diez Pinyol Trust, a cornerstone of human relationships, is deeply rooted in neurobiology and essential for effective leadership. Here […]

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By Simon L. Dolan, Kyle Brykman, Javier S. Casademun, and Miriam Diez Pinyol

Trust, a cornerstone of human relationships, is deeply rooted in neurobiology and essential for effective leadership. Here we explore the neuroscience behind trust, focusing on the role of hormones and brain regions, and consider how knowledge of these mechanisms can be useful to business leaders.

An Overview of the Neurobiology of Trust

The neuroscience basis of trust is a fascinating topic that considers the intricacies of the human brain and its ability to build and maintain strong relationships. Trust is a fundamental aspect of human relationships and is essential for social bonding and collaboration.2 It is a complex phenomenon that involves a combination of cognitive, emotional, and social processes.

The neuroscience of trust is largely based on understanding the brain’s reward system, which is responsible for regulating our emotions and behaviors. Studies have shown that when we trust someone, our brains release several hormones that are associated with social bonding and attachment. The chemical reaction creates a sense of warmth, closeness, and intimacy, which reinforces the bond of trust between individuals.

Furthermore, the prefrontal cortex, a region of the brain responsible for decision-making and social behavior, is involved in this process. The prefrontal cortex is responsible for evaluating social cues and determining whether someone is trustworthy. When we encounter someone who displays trustworthy behavior, the prefrontal cortex sends signals to the reward system, which reinforces the bond of trust.

However, other regions of the brain, such as the amygdala, play a crucial role as well. The amygdala is responsible for processing emotions, particularly fear and anxiety, which can impact on our ability to trust others. When we encounter a potential threat, the amygdala sends signals to the prefrontal cortex to evaluate the situation and to determine whether it is safe to trust the other person.

Fundamentally, trust is the result of a complicated interaction between brain circuitry, emotional reactions, and cognitive processes. Recent developments in neuroscience have illuminated the complex processes governing our capacity for trust. Research has shown that when the ventromedial prefrontal cortex (vmPFC) is activated, it signifies a person’s willingness to trust others.3 By reviewing research in which trust is a central component, we can better understand the elements of this model and their implications.

Functional magnetic resonance imaging (fMRI) studies have shown a correlation between levels of trust and activity in the vmPFC; it exhibits increased activity when people play trust-based games, such as the Trust Game. Overall, the vmPFC plays a crucial role in processing trust-related information and influences how individuals make decisions in social interactions.

Understanding the neural mechanisms underlying trust can provide insights into human behavior and relationships (see figure 1), especially in the corporate world.

Figure 1: The brain and the hormones connected to the concept of trust

Figure_1The_brain_and_the_hormones

The Key Role of Oxytocin and Implications for the World of Corporate Work

An important component in the neuroscience of trust is the neuropeptide oxytocin, also known as the “bonding hormone” or “love hormone”.4  Social bonding cues like physical touch, eye contact, and constructive social interactions cause the release of oxytocin, which has been found to enhance trust and promote prosocial behavior.5

Oxytocin has been found to enhance trust and promote prosocial behavior.

The impact of oxytocin on trust is mediated by its interactions with the vmPFC and the amygdala, two brain areas implicated in social cognition. By decreasing amygdala activity, oxytocin lowers fear and increases socially approachable behaviors.6 Furthermore, by making social benefits like cooperation and reciprocity more salient, oxytocin contributes to the development of trust-based relationships.7 These neurobiological mechanisms highlight the interconnectedness between brain regions involved in trust and emphasize the importance of understanding the chemistry and circuitry underlying trust to build and maintain trust when working in modern organizations.8

Figure 2: Oxytocin – the hormone of love and trust

Figure_2_Oxytocin_the_hormone_of_love_and_trust

So, in the corporate world, here are some of the key links between oxytocin, trust, and related concepts that affect stakeholders’ behavior, namely the conduct of leaders:

Increased Trust and Cooperation

Oxytocin has been found to promote trust and cooperation among individuals, which can greatly impact leadership behavior. For example, Zak et al. (2004) found that when individuals in a group were given oxytocin, they showed a higher level of trust towards their leader and were more likely to collaborate with others in the group. This may lead to leaders being more inclusive and supportive, fostering a sense of psychological safety within their teams.

Enhanced Empathy and Understanding

Oxytocin has been linked to increased empathy and understanding towards others. For instance, Hurlemann et al. (2010) found that participants who received intranasal oxytocin had a greater ability to recognize and understand facial expressions of emotions compared to those who received a placebo. This implies that leaders who have higher levels of oxytocin may exhibit a greater ability to understand the needs and emotions of their team members, enabling them to lead with more empathy and compassion.9

Improved Communication and Bonding

Oxytocin has been shown to facilitate communication and bonding between individuals. For example, De Dreu et al. (2010) found that participants who received intranasal oxytocin were more likely to display prosocial behavior, such as offering help and support to others, which in turn enhanced group cohesion. This finding suggests that leaders with heightened levels of oxytocin may exhibit stronger communication skills and foster a sense of collective identity within their teams, encouraging collaboration and loyalty.10

Increased Influential Power and Persuasion

Oxytocin has been associated with influencing others and enhancing persuasive abilities. For example, Kosfeld et al. (2005) found that individuals who received intranasal oxytocin were more likely to comply with requests and trust the person making the request. Thus, leaders with higher levels of oxytocin may be more effective in influencing and motivating their team members, leading to enhanced leadership behavior and the ability to achieve desired outcomes.11

Reduced Stress and  Conflict Management

Oxytocin has been found to have stress-reducing effects and promote conflict management. For instance, Heinrichs et al. (2003) showed that the administration of oxytocin led to reduced stress responses and improved conflict resolution skills. Their research indicates that leaders who have higher levels of oxytocin may be better equipped to manage stressful situations, maintain team harmony, and resolve conflicts, leading to a more positive work environment.12

The Dopamine System, Trust, and the Implications for the Corporate World

THE DOPAMINE SYSTEM

Dopamine, a neurotransmitter, is also essential in determining how actions connected to trust are shaped. Dopamine is well recognized for its functions in motivation, reward processing, and reinforcement learning.13 According to recent research, dopaminergic pathways affect how people anticipate and value social rewards, which likely affects decisions about trust.14 All in all, research suggests that when individuals experience a release of dopamine in their brains, they are more likely to engage in trusting behaviors, which leads to stronger relationships and collaborations. This can contribute to enhanced teamwork, problem-solving, and overall corporate success.

Understanding the role of dopamine in trust can provide insight into how individuals navigate social interactions and form relationships. For example, studies employing neuroimaging methods and pharmacological treatments have demonstrated a correlation between dopamine receptor activation in the ventral striatum and actions related to trust, such as a greater readiness to accept interpersonal risks.15 Here are some potential implications, as informed by prior research:

When serotonin levels are sufficient, individuals tend to exhibit more trusting behaviour.

Dopamine plays a crucial role in enhancing empathy, a critical element for building trust at work. When people have increased levels of dopamine, they tend to be more sensitive to the emotional states of others, leading to a better understanding of their colleagues’ perspectives and concerns. This heightened empathy can enhance trust and promote clear communication.

Trust often involves taking risks, and dopamine can influence an individual’s willingness to take such risks. Studies have shown that dopamine can reduce risk aversion and increase the willingness to trust others, even in uncertain situations. This may lead to more willingness to trust coworkers in the corporate world.

Dopamine is closely linked to the brain’s reward system, and it plays a significant role in motivating behavior. When individuals experience rewards or victories, their dopamine levels increase, reinforcing their trust in the corporate environment. This reward-based motivation is likely to enhance employee engagement, satisfaction, and loyalty, which are crucial factors for long-term corporate success.

In summary, dopamine affects trust by enhancing prosocial behavior and empathy, mitigating risk aversion, and motivating reward-based behavior.

Serotonin, Trust, and Leadership Conduct

Serotonin, which is another chemical messenger in the brain, has also been linked to various aspects of trusting behavior. Serotonin is a neurotransmitter responsible for regulating mood. Serotonin is primarily known to promote feelings of happiness and well-being, which have a direct impact on an individual’s willingness to trust others. When serotonin levels are sufficient, individuals tend to exhibit more trusting behavior, believing that others have their best interests at heart.

Serotonin also plays a crucial role in regulating sleep, appetite, and many other physiological processes in the body. It is often referred to as the “happy chemical,” because it contributes to feelings of well-being and happiness. Various studies have shown a correlation between serotonin levels and positive feelings. Research has found that individuals with higher levels of serotonin tend to experience increased positive mood states, such as happiness, contentment, and pleasure.16 Other researchers reported higher levels of positive affect and lower levels of negative affect. “Positive affect” refers to experiencing positive emotions and feelings, whereas “negative affect” refers to experiencing negative emotions and feelings.

Excessive levels of cortisol can have detrimental effects on our physical and mental well-being.

Furthermore, numerous studies have shown that medications that increase serotonin levels, such as selective serotonin reuptake inhibitors (SSRIs), are effective in treating depression and anxiety disorders. These medications not only alleviate symptoms of these disorders but also often lead to an improved overall sense of well-being and positive mood.

So, you might ask what all this has to do with trust. Well, when leaders feel respected at work, we argue that it boosts serotonin levels by enhancing their self-confidence and sense of trust. They effectively inspire trust among their followers, which contributes to their ability to build strong connections and establish a sense of security within their teams. In short, we propose that serotonin may play a role in such leadership examples by promoting feelings of social connection, positivity, and confidence, which are essential components of fostering trust within a team.

Cortisol Levels, Trust, and Leadership Role

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Cortisol, commonly referred to as the “stress hormone”, can also play a significant role in trust by affecting our body’s response to stressful situations. At the same time, excessive levels of cortisol can have detrimental effects on our physical and mental well-being. Specifically, when a leader experiences chronic stress or possesses a leadership style that induces stress in their followers, it can lead to increased cortisol levels and subsequently lower trust levels within the team. Here are some possible effects of high cortisol levels on a leader that decrease the trust level of their followers:

Impaired decision-making

Elevated cortisol levels impair cognitive functioning and decision-making abilities. Leaders experiencing chronic stress may struggle to make rational decisions.

Emotional dysregulation

When cortisol levels are high, leaders may be more prone to emotional outbursts, mood swings, or an overwhelmed state, which can create an atmosphere of unpredictability and unease within the team. Such emotional volatility erodes trust, because followers struggle to anticipate or understand their leader’s reactions.

Communication breakdown

Stress-induced cortisol release can impair effective communication. The leader may exhibit poor listening skills, be dismissive of others’ opinions, or fail to communicate their expectations clearly.

Reduced empathy and engagement

High levels of cortisol can dampen empathy and diminish the leader’s ability to connect with their followers emotionally. A leader who lacks empathy and fails to understand others’ perspectives may appear distant, self-centered, or unsupportive. This diminishes trust, as followers feel unheard, unacknowledged, or undervalued, leading to decreased engagement and commitment to the leader’s vision.

Inconsistent leadership style

Stress-induced cortisol release may also contribute to inconsistent leadership behavior. Leaders under chronic stress may oscillate between micromanagement and neglect, strictness and leniency, or indecisiveness and impulsivity. These inconsistencies erode trust, as followers are unsure about the leader’s expectations or reactions, leading to a feeling of being left in a constant state of uncertainty.

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The Neurobiological Basis of Leadership and the Hormonal Characteristics of Toxic Leaders

Toxic leadership is characterized by leaders who, intentionally or not, engage in destructive, reckless, and / or incompetent behavior towards their subordinates, leading to negative outcomes for both individuals and organizations.

Leadership presence is a combination of trust, charisma, and the ability to inspire others. It involves being able to communicate effectively, make decisions with authority, and lead by example. The underlying hypothesis is that every leader can build trust.17 While effective leaders do not necessarily have specific hormonal characteristics, certain hormones can influence key traits and behaviors associated with effective leadership. It is important to note that factors such as genetics, environment, and individual characteristics also influence leadership behavior and effectiveness. Additionally, hormone levels can vary greatly among individuals.

Facts, fads, and some propositions about the neurobiology of toxic leaders

Toxic leadership is characterized by leaders who, intentionally or not, engage in destructive, reckless, and / or incompetent behavior towards their subordinates, leading to negative outcomes for both individuals and organizations.18 While it is difficult to pinpoint specific hormones associated with toxic leaders, there are certain behaviors and qualities often observed in toxic leaders. Here are some examples:

Narcissism

Toxic leaders often display an excessive sense of self-importance and seek admiration from others. They put their own interests above those of their team and may exploit or manipulate subordinates for personal gain. Research has shown that certain hormones, such as dopamine, can influence both narcissistic traits and toxic leadership behavior. Dopamine is associated with dominance, aggression, and risk-taking, which aligns with the behaviors exhibited by narcissistic and toxic leaders. However, it is important to note that not all individuals with narcissistic traits become toxic leaders, and not all toxic leaders display narcissistic traits. Other factors, such as upbringing, organizational culture, and individual experiences, can also contribute to the development of toxic leadership behaviors.

Authoritarianism

Toxic leaders tend to exhibit a dictatorial and controlling leadership style. They maintain a strict hierarchical structure and enforce compliance through fear, intimidation, or punishment. Research suggests that there can be a relationship between authoritarianism, toxic leadership, and hormonal base. These findings suggest that high cortisol levels may be associated with more authoritarian behavior, and thus provide empirical evidence to support this association.

Lack of empathy

Toxic leaders often exhibit a lack of concern for the well-being and feelings of others. They may be insensitive to their needs, dismissive of their concerns, or show no remorse for their actions. Previously, we argued that hormones, such as oxytocin and cortisol, play a crucial role in empathy and social bonding. Thus, low levels of oxytocin can be associated with non-empathetic leaders and antisocial behaviors. Similarly, increased levels of cortisol can be linked with reduced empathy and a higher likelihood of toxic leadership behaviors. This logic follows the effects of chronic stress and burnout on toxic leadership, as the biological chain disrupts hormonal balance, further impairing empathetic responses.19

How Can Leaders Embed Principles of Neuroscience to Enhance Corporate Trust?

HOW CAN LEADERS (1)

We will close by offering eight leadership behaviors critical to fostering trust which are based on the principles of neurobiology.

  1. Recognize excellence: Neuroscience shows that recognition has the largest effect on trust when it occurs immediately after a goal has been met, when it comes from peers, and when it is tangible, unexpected, personal, and public. Public recognition not only uses the power of the crowd to celebrate successes, but also inspires others to aim for excellence.
  2.  Induce “challenge stress”: When a manager assigns a team a difficult but achievable goal, the moderate stress of the task releases neurochemicals, including oxytocin and adrenocorticotropin, that intensify people’s focus and strengthen social connections.
  3. Provide autonomy: Once employees have been trained, allow them, whenever possible, discretion in how they do their work. In essence, show that you trust them to be able to figure things out. Autonomy is a central human need that builds trust. For example, a 2014 study by the Families and Work Institute in partnership with the Society for Human Resource Management found that 46 per cent of employees would prefer flexibility in work scheduling over a pay raise.20  And a 2015 survey conducted by FlexJobs, an online job search platform, found that 45 per cent of respondents would accept a pay cut for more flexibility in their job.21
  4. Enable job crafting: Job crafting is a process where employees take proactive steps to redesign their jobs. It normally involves changing tasks, relationships, and perceptions of the jobs to fit the individual’s needs, passions, strengths, and motives. When companies trust employees to choose which projects they’ll work on, people focus their energies on what they care about most. As a result, organizations like the Morning Star Company, the largest producer of tomato products in the world, have highly productive colleagues who stay with the company year after year.
  5. Share information broadly: According to recent research by Chris Zook of Bain and Company, only 40 per cent of employees across organizations have any idea what the goals of their company are. Forty per cent – that’s a staggering number. That means that 60 per cent of the team are wandering around, investing effort moving in directions that aren’t contributing to the company focus.22 This uncertainty about the company’s direction leads to chronic stress, which inhibits the release of oxytocin and undermines teamwork. Opening communication lines shows employees that you trust them with sensitive information.
  6. Intentionally build relationships: Oxytocin activation and processing developed over years of human evolution. This means that the trust and sociality that oxytocin enables are deeply embedded in our nature. Yet, at work, we often get the message that we should focus on completing tasks, not on making friends. Neuroscience experiments show that when people intentionally build social ties at work, their performance improves.
  7.  Facilitate whole-person growth: High-trust workplaces help people develop personally as well as professionally. Numerous studies show that acquiring new work skills isn’t enough; if you’re not growing as a human being, your performance will suffer. High-trust companies adopt a growth mindset when developing talent.
  8.  Show vulnerability: Leaders in high-trust workplaces ask for help from colleagues instead of just telling them to do things. This stimulates oxytocin production in others, increasing their trust and cooperation. Asking for help is a sign of a secure leader – one who engages everyone to reach goals.
interesting facts
Source: “The Neuroscience of Trust, Management behaviors that foster employee engagement” by Paul J. Zak, (2017) HBR https://hbr.org/2017/01/the-neuroscience-of-trust

Conclusion

Understanding the neurobiology of trust reveals the profound impact that brain mechanisms, neuropeptides, and neurotransmitters have on trust-building within organizations. By exploring the roles of the ventromedial prefrontal cortex, oxytocin, dopamine, and other hormones, we gain valuable insights into how trust is formed, maintained, and enhanced in the workplace. Trust is not merely an abstract concept but a tangible neurobiological process that influences decision-making, motivation, and collaboration.

Effective leadership is pivotal in fostering trust, involving elements such as delegation, empowerment, effective communication, and consistency. Leaders who demonstrate these qualities can create an environment where employees feel psychologically safe, valued, and motivated to contribute. Additionally, organizational practices like recognition, transparency, and genuine care further solidify trust among team members.

Ultimately, a strong sense of purpose and alignment between leadership vision and team values underpins corporate trust. Leaders who inspire with clear direction, meaningful goals, and opportunities for growth can drive their teams towards shared objectives, creating a cohesive and motivated workforce. By prioritizing trust, organizations can enhance employee engagement, performance, and overall success, fostering a positive and productive corporate culture.

About the Authors

Simon L. DolanSimon L. Dolan (alias Dr. Simon) is a full professor and senior researcher of HRM and Work Psychology at Advantere School of Management (affiliated with Comillas, Duesto and Georgetown Universities). A former Future of Work Chair at ESADE Business School, he has published 85 books (in multiple languages) and over 150 articles in referees’ journals. He is also the co-founder and President of the Global Future of Work Foundation. His work, consulting, and research are about values, leadership, coaching, stress management, and resilience, as well as issues connected to the future of work. He is a member of the editorial board of half a dozen scientific journals. See his full bio at: www.simondolan.com.

Kyle BrykmanKyle Brykman is an Assistant Professor of Management and the VPRI Early Career Research Chair in Leadership at the Odette School of Business, University of Windsor. Kyle’s mission is to help people lead happier, healthier, and more productive lives, which he accomplishes through high-quality research, evidence-based teaching, and engaging training and coaching. Kyle’s research focuses on employee voice and interpersonal team dynamics. He holds a PhD in Management (Organizational Behavior) from Smith School of Business at Queen’s University, an MSc in Management from Wilfrid Laurier University, and an HBA from Ivey School of Business. His email: kyle.brykman@uwindsor.ca.

Javier S. CasademuntJavier S. Casademunt is a consultant and the director of the Brazilian brantch of the Global Future of Work Foundation (www.globalfutureofwork.com). He has served for many years as the director for Brazil, and academic collaborator of the Strategy and General Management Department at ESADE Business School. He is the founder and CEO of the Neuromentoring Institute of Florida. He is a visiting professor to several top business schools in Latin America, and an expert in the areas of leadership, mental health, resilience, and performance. He has more than 20 years of successful experience in managing, teaching, and consulting for companies, governments, and top leaders globally. His email address is javier@javiercasademunt.com, and his website is www.javiercasademunt.com.

Miriam Diez PinyolMiriam Diez Pinyol has been a university professor in multiple academic institutions since 1999. She is a psychologist, an active member of the College of Psychologists in Catalunya. She obtained her PhD from the Autonomous University of Barcelona. She specializes in the management of people and work psychology. She is currently the Secretary-Treasurer of the Global future of Work Foundation (www.globalfutureofwork.com) . She is a former senior researcher at the Institute for Labor Studies at ESADE Business School. She has published numerous articles in quality scientific journals and coauthored two books (in Spanish) published by McGraw Hill. More of her bio can be found on LinkedIn. Her email: diezpinolm@gmail.com.

References

1. This article is based on Chapter 11 in a forthcoming book by Dolan, S.L. Brykman, K., and Diez, M. (in Spanish), entitled (in its translation into English) Cracking the Trust Code: Unraveling the Art and Science Behind Building It, McGraw Hill (2024, forthcoming).

2. For more on trust see Dolan, S.L., Brykman, K., and Tzafrir, S., (2024), “Trust-Me: A Concept and Metric to Embed in Leaders, Enhancing Their Effectiveness”, The European Business Review, March 22.

3. See: Sheppard, B.H., and Sherman, D.M. (1998), “The Grammars of Trust: A Model and General Implications”, Academy of Management, 23(3), 422-37. July 1.

4. Zak, P.J., Kurzban, R., and Matzner, W.T. (2005), “Oxytocin is associated with human trustworthiness”. https://doi.org/10.1016/j.yhbeh.2005.07.009, December 1.

5. Schultz, C.D. (2006). “A trust framework model for situational contexts”. https://doi.org/10.1145/1501434.1501494, October 30

6. Nave, G., Camerer, C.F., and McCullough, M.E. (2015), “Does Oxytocin Increase Trust in Humans? A Critical Review of Research”. https://doi.org/10.1177/1745691615600138, November 1.

7. Rimmele, U., Hediger, K., Heinrichs, M., and Klaver, P. (2009), “Oxytocin Makes a Face in Memory Familiar”. https://doi.org/10.1523/jneurosci.4260-08.2009, January 7.

8. Sheppard and Sherman, (1998). Op. cit.

9. René Hurlemann, Alexandra Patin, Oezguer A. Onur, Michael X. Cohen, Tobias Baumgartner, Sarah Metzler, Isabel Dziobek, Juergen Gallinat, Michael Wagner, Wolfgang Maier, Keith M. Kendrick (2010), “Oxytocin enhances amygdala-dependent, socially reinforced learning and emotional empathy in humans”, Neuroscience, DOI: 10.1523/JNEUROSCI.5538-09.2010 https://pubmed.ncbi.nlm.nih.gov/20371820/

10. Carsten, K.W. De Dreu, Lindred L. Greer, Michel J.J. Handgraaf, Shaul Shalvi, Gerben A. Van Kleef, Matthijs Baas, Femke S. Ten Velden, Eric Van Dijk, Sander W.W. Feith (2010), “The neuropeptide oxytocin regulates parochial altruism in intergroup conflict among humans”. https://pubmed.ncbi.nlm.ngov/20538951/

11. Michael Kosfeld, Markus Heinrichs, Paul J. Zak, Urs Fischbacher, and Ernst Fehr (2005), “Oxytocin increases trust in humans”, Nature, vol. 435, 673–6.

12. Markus Heinrichs, Thomas Baumgartner, Clemens Kirschbaum, Ulrike Ehlert (2003), “Social support and oxytocin interact to suppress cortisol and subjective responses to psychosocial stress”, Biol Psychiatry, December 15, 54(12):1389-98.

13. Dolan, S.L., Brykman, K., (2022), “The use of dopamine to enhance resilience in a post-COVID-19 era”, The European Business Review, January-February. extension://efaidnbmnnnibpcajpcglclefindmkaj/https://simondolan.com/wp-content/uploads/2022/01/TEBR_JanFeb2022_resilience_in_a_postCOVID-19era.pdf

14. Fareri, D.S. (2019), “Neurobehavioral mechanisms supporting trust and reciprocity. https://doi.org/10.3389/fnhum.2019.00271, August 13.

15. See: Zebrowitz, L.A., Boshyan, J., Ward, N., Hanlin, L., Wolf, J.M., and Hadjikhani, N. (2018), “Dietary dopamine depletion blunts reward network sensitivity to face trustworthiness”. April 5 https://doi.org/10.1177/0269881118758303 and Fairley, K., Vyrastekova, J., Weitzel, U., and Sanfey, A.G. (2019), “Subjective beliefs about trust and reciprocity activate an expected reward signal in the ventral striatum”. https://doi.org/10.3389/fnins.2019.00660, June 26.

16. Dariush Dfarhud, Maryam Malmir, and Mohammad Khanahmadi (2014), “Happiness and health: the biological factors – Systematic Review Article, Iran Journal of Public Health, November; 43(11): 1468–77. See also: Rebecca Alexander, Oriana R. Aragón, Jamila Bookwala, Nicolas Cherbuin, Justine M. Gatt, Ian J. Kahrilas, Niklas Kästner, Alistair Lawrence, Leroy Lowe, Robert G. Morrison, Sven C. Mueller, Robin Nusslock, Christos Papadelis, Kelly L. Polnaszek, S. Helene Richter, Rebecca L. Silton, Charis Styliadis (2021), “The neuroscience of positive emotions and affect: Implications for cultivating happiness and wellbeing”, Neuroscience and Biobehavioral Reviews, Volume 121, February 2021, pp. 220-49.

17. Dolan, Brykman, and Tzafrir (2024) “Trust me”, Op. cit.

18. https://journals.sagepub.com/doi/full/10.1177/1548051819833374

19. Dolan (2023) De-Stress at Work, Routledge.

20. Source: “Family and Work Institute’s National Study of Employers” by Ellen Galinsky, Kelly Sakai, and Tyler Wigton.

21. Source: “2015 Annual Survey on Workplace Flexibility” by Brie Reynolds and Carol Cochran.

22. Published by HBR. See: https://hbr.org/podcast/2012/03/good-strategys-non-negotiables.html

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Towards the Building of Organisational Resilience: Uncovering the Key Features https://www.europeanbusinessreview.com/towards-the-building-of-organisational-resilience-uncovering-the-key-features/ https://www.europeanbusinessreview.com/towards-the-building-of-organisational-resilience-uncovering-the-key-features/#respond Mon, 27 May 2024 01:35:57 +0000 https://www.europeanbusinessreview.com/?p=206310 By Simon L. Dolan, Adnane Belout, Jean-Luc Cerdin, and Javier Casademunt1 Introduction Organisational resilience refers to an organisation’s ability to adapt, respond, and recover from disruptive events and changes in […]

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By Simon L. Dolan, Adnane Belout, Jean-Luc Cerdin, and Javier Casademunt1

Introduction

Organisational resilience refers to an organisation’s ability to adapt, respond, and recover from disruptive events and changes in its environment. In a VUCA world, which stands for volatility, uncertainty, complexity, and ambiguity, organisational resilience becomes even more crucial.

To become resilient, the organisation needs to develop certain characteristics that were not so crucial in running the business in former years but have become so essential in today’s business. For a firm, not being able to adjust quickly may lead to death and extinction. The objective of this article is to describe the principal features of organisational resilience, with an emphasis on culture, structure, leadership, and other relevant features.

What are resilient organisations according to Deloitte’s 2020 report?2

To become resilient, the organisation needs to develop certain characteristics that were not so crucial in running the business in former years but have become so essential in today’s business

In the wake of a tumultuous 2020, Deloitte Global’s fourth annual readiness report explores the concept of organisational resilience. Deloitte consultants wanted to know how organisations were coping with the unexpected challenges they faced in the past year and get their opinions about what made their organisations able to withstand chaos. From that analysis, they sought to identify what traits define resilient organisations – traits business leaders can emulate to build greater resilience into their own organisations.

The Deloitte report has identified five characteristics of resilient organisations that enabled and promoted nimble strategies, adaptive cultures, and the implementation and effective use of advanced technology. Businesses that were able to bounce back from unexpected challenges typically were:

  1. Prepared. Most successful CXOs3 plan for eventualities, both short- and long-term. More than 85 per cent of CXOs whose organisations successfully balance addressing short- and long-term priorities felt they had pivoted very effectively to adapt to the events of 2020, whereas fewer than half of organisations without that balance felt the same.
  2. Adaptable. Leaders recognise the importance of having versatile employees, especially after a year like 2020. To that end, flexibility / adaptability was, by far, the workforce trait that CXOs said was most critical to their organisations’ future.
  3. Collaborative. CXOs indicated the importance of collaboration within their organisations, noting that it speeded up decision-making, mitigated risk, and led to increased innovation. In fact, removing silos and increasing collaboration was one of the top strategic actions CXOs took before and during 2020.
  4. Trustworthy. CXOs understand the challenge of building trust. More than a third of responding CXOs were not confident that their organisations had succeeded in developing trust between leaders and employees. Those who are succeeding are focusing on improving communication and transparency with key stakeholders, as well as leading with empathy.
  5. Responsible. Most CXOs acknowledge that the business world has a responsibility beyond the bottom line. Eighty-seven per cent of surveyed CXOs who said they had done very well at balancing all their stakeholders’ needs also felt that their organisations were able to adapt and pivot quickly in response to disruptive events. That’s nearly 50 percentage points more than the proportion of CXOs who said the same at organisations that hadn’t done well at balancing their stakeholders’ needs.

A culture of business resilience

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The culture of business resilience is a mindset and set of values that prioritise the ability to adapt, recover, and thrive in the face of adversity or disruption. It involves a proactive approach to risk management and a commitment to building and maintaining the necessary capabilities to withstand and recover from various challenges.

The culture of business resilience includes the following key features, which include some that were described in the Deloitte report, as well as many more:

Key Feature I: Preparedness

The organisation must be proactive in identifying and assessing potential risks and vulnerabilities and take steps to mitigate them before they occur. This includes having robust contingency plans in place and regularly testing and updating them.

  • Risk assessment and contingency planning: Conduct a thorough risk assessment to identify potential risks and vulnerabilities. This includes analysing internal and external factors such as political instability, economic fluctuations, natural disasters, cybersecurity threats, and supply chain disruptions.
  • Maintain, diversify, and strengthen supply chains: Relying on a single supplier or location can be risky. Businesses should consider diversifying their supply chains, sourcing from multiple regions, and establishing alternative suppliers.
  • Ensure robust cybersecurity measures: With increasing cyber threats, businesses must prioritise cybersecurity preparedness. Implement strong security systems, regularly update software, train employees on cybersecurity best practices, and have incident response plans to quickly address any breaches or attacks.
  • Foster a culture that encourages innovation and flexibility: This will enable quick decision-making and the ability to pivot when needed. Regularly assess market trends and customer needs to stay ahead of the competition.
  • Strengthen financial resilience: Maintain a healthy financial position to weather uncertainties. Have adequate cash reserves, diversify revenue streams, and establish relationships with financial institutions.
  • Have a crisis communication plan in place: Establish a comprehensive crisis communication plan to effectively communicate with employees, customers, stakeholders, and the public during times of uncertainty or crisis.
  • Invest in employee training and well-being: This will enhance employees’ skills and knowledge, making them more adaptable to changing circumstances.
  • Conduct scenario-planning exercises: This helps to anticipate potential future events and their impact on the business.
  • Implement continuous monitoring and evaluation routine plans: Reassess the effectiveness of preparedness measures. Stay updated on emerging risks and trends and adapt strategies accordingly.

Key Feature II: Agility

An agile organisation refers to a company or institution that embraces the principles of agility in its operations, decision-making processes, and overall organisational structure. This is characterised by its ability to quickly adapt, respond to changes, and remain competitive in a rapidly evolving business environment. Here are a few examples of agile organisations:

An agile organisation refers to a company or institution that embraces the principles of agility in its operations, decision-making processes, and overall organisational structure.

  • Spotify: Is known for its agile organisational structure, where teams work in small, autonomous squads that make decisions independently, experiment with new ideas, and adapt to changing customer needs.
  • Amazon: Is renowned for its agility, driven by its customer-centric approach. It encourages employees to experiment, take risks, and learn from failures.
  • Zappos: Is an online shoe and clothing retailer that has built an agile organisation by focusing on core values such as customer service, employee empowerment, and innovation.
  • Google: Is known for its ability to adapt to changing market conditions and continuously innovate. It promotes a culture of experimentation.
  • Toyota: Is often cited as an example of an agile organisation due to its renowned Toyota Production System (TPS), which emphasises continuous improvement, waste reduction, and the empowerment of employees to identify and solve problems.

These organisations showcase different approaches to agility, but all share a common focus on flexibility, adaptability, and continuous improvement to remain successful in dynamic business environments.

Key Feature III: Learning and Innovation

Many studies show that an organisation that has a culture of continuous learning and improvement encourages employees to learn from past experiences and uses them to inform future actions. It also fosters an environment of innovation, where new ideas and approaches are encouraged and supported.

Overall, a learning and innovation culture is essential for business resilience. It enables organisations to embrace change, continuously improve, solve problems creatively, take calculated risks, share knowledge, and stay future-ready. These attributes help businesses withstand challenges and thrive in an ever-evolving business landscape.

Key Feature IV: Collaboration and Communication

An organisation that is transparent about its common values and communicates them to the workforce repeatedly, both to internal and external stakeholders, promotes collaboration across different functions and departments, as well as with external partners and stakeholders. This enables the sharing of information, expertise, and resources, which is critical in times of crisis.

Sharing and leveraging values allows individuals and teams to share their knowledge, expertise, and experiences. This sharing of information helps organisations to better understand their challenges and potential solutions, enabling them to adapt and respond effectively to disruptions or crises.

Collaboration and effective communication foster trust and build strong relationships among team members and departments. This trust enables individuals to rely on each other, share information freely, and work together towards common goals, even in challenging times.4 Strong relationships also help organisations to mobilise resources, access external support, and leverage partnerships to enhance their resilience.

Key Feature V: Leadership and Corresponding Accountability

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The organisation’s leaders must be committed to building a culture of resilience by setting the tone from the top. They should lead by example, demonstrating resilience themselves, and hold themselves and others accountable for maintaining resilience capabilities.

Accomplished leaders can sustain organisational resilience by articulating and communicating a clear vision of where the organisation is headed. This helps in building a sense of purpose and direction within the organisation, enabling it to adapt and bounce back from challenges.

Sometimes, it is easier to describe the characteristics of an effective and resilient leader by focusing on the antithesis, leaders whose actions can become counterproductive to themselves and to their organisation. Among the features of such anti-resiliency leaders, we can identify:

  • Employing a strategy of personal attacks and bullying: Social media platforms often witness political or business leaders engaging in personal attacks and bullying tactics against their opponents. This not only sets a negative example to the public but also distracts from meaningful debates and discussions on important issues.
  • Lack of transparency: Instead of using social media to provide transparent and honest communication, some leaders may use it as a tool to obfuscate or manipulate information. This can erode trust in public institutions and contribute to a growing sense of cynicism among the public.
  • Oversimplification of complex issues: Twitter’s character limit can lead to oversimplification of complex issues by political or business leaders. This can result in nuanced topics being reduced to sound bites and slogans, failing to address the intricacies and complexities that require thoughtful analysis and discussion.
  • Inciting violence or hate speeches: Political or business leaders with a large following on social media can potentially use their platforms to incite violence or spread hate speech. Such messages can contribute to a toxic online environment and have real-world consequences, including acts of violence or discrimination.
  • Lack of accountability: Social media platforms often lack effective mechanisms to hold political or business leaders accountable for their messages. This can allow leaders to spread false information, engage in unethical behaviour, or avoid taking responsibility for their actions.
  • Bombarding with spam messages: This happens when the leader bombards their followers with excessive promotional content or irrelevant information, without providing any real value or engaging with their audience.

Key Feature VI: Controlling Emotions – Emotional Intelligence

Resilient leaders are empathetic and understand the emotions and concerns of their employees. They can provide emotional support, foster a positive work environment, and help employees cope with adversity, thus enhancing the overall resilience of the organisation.

Overall, emotional intelligence leaders can build strong relationships, promote a positive work culture, encourage open communication, manage conflicts effectively, and adapt to change, contributing to the organisation’s ability to withstand and recover from adversity.

Key Feature VII: Building a Capable Team

Accomplished leaders understand the importance of building a strong and capable team. They hire the right talent, provide them with the necessary resources and support, and empower them to take ownership of their work. This creates a resilient workforce that can effectively respond to and overcome challenges. In other words, a leader who builds a capable team contributes to business resilience by ensuring that the team is equipped with the necessary skills, knowledge, and resources to handle challenges and adapt to change. Here are some ways in which such a leader fosters business resilience.

Key Feature VIII: Promote Genuine Employee Well-Being

A real must for organisational resilience is the recognition of the importance of the well-being of the employees. This promotes work-life balance, provides resources for mental and physical health, and offers support during challenging times, helping to build a resilient workforce that can effectively cope with stress and adversity5.

Healthy employees are better equipped to deal with adversaries for several reasons:

  • Healthy employees have higher physical stamina and energy levels, allowing them to handle challenging situations more effectively.
  • Good physical health is closely linked to mental well-being. Healthy employees are more likely to have better cognitive function, including improved memory, focus, and problem-solving abilities.
  • Physical fitness and overall health contribute to emotional stability. Healthy employees are better equipped to handle stress, anxiety, and other negative emotions that may arise when dealing with adversaries.
  • Good health boosts the immune system, making healthy employees less susceptible to illness and more resistant to the physical effects of stress.
  • Maintaining good health often involves adhering to healthy habits and self-care routines.
  • Healthy employees are more likely to engage in teamwork and to contribute positively to team efforts, which can be crucial when dealing with issues that require collective problem-solving and cooperation.

Towards a systemic view of organisational resilience

An interesting angle from which to view organisational resilience is to examine the organisation in a more holistic and systemic perspective. Figure 1 proposes the principal subsystems that need to be analysed and strengthened to build organisational resilience.

Figure 1: A systemic view of organisational resilience

Fig1 a systemic view of organisational resilience

Let’s add a few words on each of the six subsystems that operate in every organisation.

Subsystem I – Workforce & Leadership Resilience

Workforce and leadership resilience refers to the ability of individuals and organisations to adapt, recover, and thrive in the face of challenges and adversity in the workplace. It encompasses the skills, attitudes, and resources necessary to navigate and overcome stress, change, and uncertainty.

Here are some examples of firms that, over the years, have shown the resiliency of their workforce:

  • Johnson & Johnson: Is a multinational pharmaceutical and consumer goods company that has a reputation for its strong commitment to employee well-being and resilience. They provide extensive employee support programmes, including mental health resources and stress management initiatives, which help their workforce stay resilient in the face of challenges.
  • Southwest Airlines: Is known for its resilient workforce, which invests heavily in employee training and development and fosters a sense of camaraderie and support among its staff.
  • Netflix: Is a popular streaming service known for its innovative and resilient workforce and embraces a culture of freedom and responsibility, allowing employees to take risks and learn from failures.

Obviously, and as we have discussed before, to nurture workforce resilience, leaders need to withstand and adapt to the challenges, setbacks, and uncertainty while maintaining a positive and proactive approach. They possess a strong sense of purpose, emotional intelligence, and the ability to make tough decisions in the face of adversity and “sell it to the workforce” as a real necessity.

Subsystem II – Strategic Resilience

Accomplished leaders understand the importance of building a strong and capable team. They hire the right talent, provide them with the necessary resources and support, and empower them to take ownership of their work.

Strategic corporate resilience refers to a company’s ability to withstand and adapt to various internal and external challenges while maintaining its long-term goals and competitive advantage. It involves proactive measures and preparedness to navigate through uncertainties and disruptions. Here are a few examples of strategic corporate resilience:

  • Diversification: For instance, an electronics manufacturer that produces smartphones may diversify into wearable technology or home appliances to reduce its dependency on a single product line.
  • Sustainable practices: Companies can demonstrate resilience by adopting sustainable practices that help them mitigate risks associated with environmental and social issues. An example might be an energy company investing in renewable energy sources to reduce its reliance on fossil fuels and comply with changing regulations.
  • Crisis management: Building a robust crisis management plan is crucial for corporate resilience. This involves identifying potential risks, establishing clear communication channels, and implementing protocols to effectively respond to crises.
  • Innovation and technology adoption: Embracing innovation and leveraging emerging technologies can enhance a company’s resilience. An example could be an automotive manufacturer investing in electric vehicles and autonomous driving technology to adapt to changing consumer preferences and industry trends.
  • Supply chain resilience: This includes diversifying suppliers, creating redundancies, and implementing risk management strategies. For instance, an apparel retailer might maintain relationships with multiple suppliers across different regions to mitigate risks associated with disruptions in a single country.
  • Talent management: Investing in talent development and retention strategies is essential for corporate resilience. This involves creating a culture of learning and innovation, providing opportunities for skill development, and having a succession plan in place to ensure continuity in leadership.

Subsystem III – Technological Resilience

Corporate technological resilience refers to a company’s ability to withstand and recover from technological disruptions, including cyberattacks, system failures, or emerging technologies. It involves having robust technology infrastructure, effective cybersecurity measures, and the ability to adapt and innovate in the face of technological advancements. Here are a few examples:

  • IBM: In the 1990s, IBM faced significant challenges due to the rise of personal computers, but the company successfully transformed itself by shifting its focus towards services and consulting. This resilience helped IBM stay relevant and thrive in the rapidly evolving tech industry.
  • Microsoft: Microsoft has demonstrated technological resilience through its ability to address security vulnerabilities and respond to cyberattacks. For instance, after the infamous WannaCry ransomware attack in 2017, it quickly released patches and updates to protect its systems and help customers mitigate the risks.
  • Amazon: Amazon’s technological resilience is evident in its cloud computing arm, Amazon Web Services (AWS), which offers a highly reliable and scalable infrastructure, enabling businesses to build resilient applications and withstand technological disruptions. Recently, they have also incorporated AI technologies into their services and products to strengthen the company’s resilience.
  • Tesla: Tesla has revolutionised the automotive industry by introducing electric vehicles and autonomous driving technologies. Tesla’s resilience is focused on embracing new technologies.
  • JPMorgan Chase: One of the largest banks globally, the company demonstrates technological resilience by investing in cybersecurity and developing advanced fraud detection systems. It is continuously enhancing the technology infrastructure to protect customer data and prevent cyberattacks.

Subsystem IV – Financial Resilience

Financial corporate resilience refers to the ability of a company to withstand and recover from financial shocks or disruptions, such as economic downturns, market volatility, natural disasters, or regulatory changes. It involves having strategies, policies, and practices in place to mitigate risks and ensure the long-term stability and sustainability of the company’s financial position.

Examples of financial corporate resilience measures include:

  • Diversification of revenue streams: By diversifying their revenue streams across different products, services, or geographical regions, companies can reduce their exposure to specific risks. For example, a technology company may diversify its revenue by offering both hardware and software products.
  • Strong capital and liquidity management: Maintaining adequate capital reserves and liquidity buffers is crucial for withstanding financial shocks. They ensure sufficient cash flow, access to credit facilities, and a well-structured debt profile in any given context of distress.
  • Risk management and contingency planning: This is essential for identifying and mitigating potential risks. Companies that prioritise risk management conduct regular stress tests, scenario analyses, and have contingency plans in place. For instance, financial institutions may stress-test their portfolios to evaluate the impact of adverse market movements on their capital positions.
  • Sustainable cost management: Prudent cost management is vital for financial resilience. Companies that maintain a disciplined approach to cost control can better weather economic downturns or market volatility.
  • Adapting to changing market conditions: This involves quickly adapting to changing market dynamics, monitoring industry trends, customer preferences, and regulatory changes to identify potential risks and opportunities. For example, companies that successfully transition from traditional brick-and-mortar retail to e-commerce have demonstrated financial resilience.
  • Robust corporate governance: Sound corporate governance practices contribute to financial resilience by ensuring effective oversight, risk management, and accountability. Such companies have independent boards, transparent decision-making processes, and effective internal controls. In the end, this fosters confidence among investors and stakeholders, helping to maintain financial stability.

It is important to note that financial corporate resilience is not a one-size-fits-all concept, and the specific measures taken by companies may vary based on their industry, size, and other factors.

Subsystem V – Operational Resilience

Operational corporate resilience refers to an organisation’s ability to withstand and adapt to various internal and external disruptions while maintaining critical operations and delivering value to stakeholders. It involves strategies, processes, and structures designed to identify, assess, and mitigate risks and vulnerabilities that could impact the organisation’s ability to function effectively.

Examples of operational corporate resilience measures include:

  • Business continuity planning: It is essential to ensure that the business functions during and after a disruption. This includes identifying critical processes, establishing backup systems and infrastructure, and creating communication protocols.
  • Incident response and crisis management: Establishing protocols and procedures to effectively respond to incidents and crises. This includes defining roles and responsibilities, establishing communication channels, and conducting regular drills and simulations to test response capabilities.
  • Employee resilience: Building resilience within the workforce by providing training and support to employees, as discussed earlier.

Line management plays a crucial role in operational corporate resilience. They are responsible for implementing and enforcing resilience measures within their respective departments. Line managers are involved in identifying and assessing risks, developing and implementing business continuity plans, and ensuring that employees are trained and prepared to respond to disruptions. They also play a key role in communicating and coordinating response efforts during incidents or crises.

Subsystem VI – Brand Resilience

Corporate brand resilience refers to a company’s ability to withstand and recover from various challenges, crises, or negative events without significant damage to its brand reputation. It involves implementing measures to protect the brand and ensure its long-term sustainability. Here are some key measures to protect the brand:

  • Crisis management plan: This plan should include clear protocols, designated crisis management teams, and predefined communication strategies to minimise the impact on the brand. An example would be Johnson & Johnson’s response during the Tylenol poisoning incident in 1982, where they swiftly recalled and reintroduced
    the product, demonstrating their commitment to consumer safety.
  • Proactive communication: Maintain open and transparent communication with stakeholders, including customers, employees, investors, and the media to build trust and credibility. An example is Patagonia’s consistent communication on environmental sustainability and their initiatives to reduce their carbon footprint, which aligns with their brand values and resonates with their target audience.
  • Strong corporate culture: Foster a culture that emphasises ethical behaviour, transparency, and accountability. This builds a foundation of trust among employees, which translates into consistent brand representation and reduced risk of internal issues impacting the brand6. The most popular example is Google’s corporate culture, highlighted by their mission statement, “to organise the world’s information and make it universally accessible and useful”. This culture has helped them maintain a positive image and attract top talent.
  • Customer experience management: Prioritise customer satisfaction and loyalty by delivering exceptional customer experiences. Focus on delivering quality products and services, personalised interactions, and prompt resolution of customer issues to protect the brand’s reputation. A widely known example is that of Apple’s emphasis on user experience through innovative design, ease of use, and excellent customer service, which has contributed to their brand resilience, resulting in a loyal customer base.
  • Social media monitoring: Actively monitor social media platforms and online channels to identify and address any negative sentiment or misinformation promptly. Engage with customers, respond to their feedback, and address their concerns to maintain a positive brand perception. For example, Starbucks’ effective social media presence allows them to quickly respond to customer complaints or negative comments, demonstrating their commitment to customer satisfaction.
  • Diversified brand portfolio: Diversify the brand portfolio to mitigate risks associated with depending heavily on one product or service. This helps protect the overall brand reputation, even if one component faces challenges. An example is Unilever’s diverse brand portfolio, including Dove, Ben & Jerry’s, and Lipton, which allows them to weather market fluctuations and maintain a strong brand image across different consumer segments.

Building of Organisationsal Resilience

Conclusion

Yes, an organisation can prepare for adversity and become more resilient; it can be re-engineered to develop a culture of resilience. Here is a summary of some strategies and steps that should be taken:

Line management plays a crucial role in operational corporate resilience. They are responsible for implementing and enforcing resilience measures within their respective departments.

  • Create an environment where values are shared and aligned with the objectives of the corporation.7
  • Identify potential risks and vulnerabilities that the organisation may face. This can include natural disasters, economic downturns, cybersecurity threats, or supply chain disruptions.
  • Create a detailed plan that outlines how the organisation will respond to and recover from adversity.
  • Ensure that the organisation has diverse revenue streams, a skilled workforce, and a flexible supply chain.
  • Establish partnerships and collaborations with other organisations, government agencies, and community stakeholders that will provide support and resources during times of adversity.
  • Test and update the plan regularly, engage in exercises and drills to test the effectiveness of the contingency plan. Identify weaknesses and areas for improvement and update the plan accordingly.
  • Learn from past experiences and analyse previous instances of adversity and learn from them.
  • Lastly, foster a culture of resilience by nourishing a proactive and resilient mindset among employees. Encourage innovation, adaptability, and continuous learning.

By taking these steps, an organisation can enhance its preparedness and develop the ability to withstand and recover from adversity, ultimately becoming more resilient.

About the Authors

Dr Simon L. DolanDr Simon L. Dolan is full professor and researcher at Advantere School of Management (affiliated with Comillas, Duesto and Georgetown Universities). He is the former Future of Work Chair at ESADE Business School. He has published 85 books (in multiple languages) and over 150 articles in referees’ journals. He is also the cofounder and President of the Global Future of Work Foundation (www.globalfutureofwork.com). His work, consulting, and research is about values, leadership, coaching, stress management, and resilience, as well as issues connected to the future of work. He holds an MA and PhD from Carlson Graduate School of Management at the University of Minnesota. He was a former editor of cross-cultural management and member of the editorial board of half a dozen scientific journals. His full bio can be found at: www.simondolan.com

Dr Adnane BeloutDr Adnane Belout is an associate professor at the University of Montreal. In addition to his speciality in the management of human resources (PhD), he has developed expertise in the field of HR data analytics. Formerly, he specialised in the field of project management (MA). In addition, he is the Director General and founder of Le Groupe Canadien MDS, a consulting firm based in Montreal, which offers training services in French throughout the globe but with a focus on West Africa (www.groupemds.com).

Dr Jean-Luc Cerdin

Dr Jean-Luc Cerdin is a full professor of International Human Resource Management at ESSEC Business School, France. He researches, publishes, and consults in three primary areas: global mobility, human resource management in MNCs, and global career and talent management. He has contributed numerous articles to international top-tier professional and academic journals, such as the Journal of International Business Studies, the Journal of World Business, Human Relations and Human Resource Management. Additionally, he serves on several editorial boards for HRM and international business journals. He has been visiting professor in American Universities like Wharton and Rutgers, as well as leading business schools in Europe, such as ESADE in Barcelona, Spain.

Javier S. Casademunt

Javier S. Casademunt is a consultant and the director of the Brazilian branch of the Global Future of Work Foundation (www.globalfutureofwork.com). He has served for many years as the director for Brazil, and academic collaborator of the Strategy and General Management Department at ESADE Business School. He is the founder and CEO of the Neuromentoring Institute of Florida. He is a visiting professor to several top business schools in Latin America, and an expert in the areas of leadership, mental health, resilience, and performance. He has more than 20 years of successful experience in managing, teaching, and consulting for companies, governments, and top leaders globally. His email address is javier@.javiercasademunt.com, and his website is www.javiercasademunt.com.

References

  1. The authors are currently working on the development of an innovative tool designed to audit organisational resilience.

  2. This section was inspired by the Deloitte report. The full report can be found at: https://www2.deloitte.com/us/en/insights/topics/strategy/characteristics-resilient-organizations.html

  3. CXOs are high-level executives who focus on creating consistent, frictionless CXs that meet or exceed expectations across all customer touch points and at every stage of the customer journey – before, during, and after a sale is complete.

  4. Much more on the effect of building trust can be found in: Dolan S.L. Brykman K. (2024) The Art and Science of Building Trust (forthcoming).

  5. For more, read: Dolan S.L. (2023) De-Stress at Work. London. Routledge.

  6. An example is the annual or biannual ethical assessment. The use of state-of-the-art audit tools is recommended. For instance: myDova.com

  7. For more, see: Dolan S.L. (2020) The Secret of Coaching and Leading by Values. London. Routledge.

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The Concept of Enduring Happiness as a Panacea to Work/Life Goals https://www.europeanbusinessreview.com/the-concept-of-enduring-happiness-as-a-panacea-to-work-life-goals/ https://www.europeanbusinessreview.com/the-concept-of-enduring-happiness-as-a-panacea-to-work-life-goals/#respond Fri, 17 May 2024 12:51:36 +0000 https://www.europeanbusinessreview.com/?p=206151 By Simon L. Dolan (Alias Dr. Simon) As the human need for constant happiness increases, it becomes commodified – as a goal to be achieved through external means – thereby […]

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By Simon L. Dolan (Alias Dr. Simon)

As the human need for constant happiness increases, it becomes commodified – as a goal to be achieved through external means – thereby perpetuating a culture of consumerism and materialism. This article analyses happiness as a culmination of living our truest values, allowing each individual to find their path to it.

Happiness, often portrayed as the ultimate goal and solution to all of life’s problems, is mistakenly equated with an absence of suffering or difficulty.

The concept of happiness has become a buzzword in recent years, aiming to overcome all individuals’ misery, whether it is felt at home, at work, or in the community.  After all, who does not want to be happy or to become happy? Happiness as a concept can be compared to the brightness and warmth of the sun. Do you know anyone who expresses negative feelings or attitudes against the sun?  Happiness is often oversimplified as a state of being that is universally desirable and easily attainable. The comparison of happiness to the sun, with its connotations of brightness and warmth, serves to perpetuate this complex concept.

While it is commonly believed that happiness is a panacea, a closer examination reveals this notion to be oversimplified and potentially dangerous. Happiness, often portrayed as the ultimate goal and solution to all of life’s problems, is mistakenly equated with an absence of suffering or difficulty. This idealisation of happiness as a cure-all ignores the complexities of human emotions and experiences.

The pursuit of happiness as a cure-all can lead to unrealistic expectations and a constant striving for an unattainable state of being. The pressure to always maintain a facade of happiness can be detrimental to mental health, as it discourages individuals from acknowledging and processing negative emotions. This can result in a suppression of authentic feelings and a disconnection from one’s true self.

Furthermore, the belief that happiness is a magic bullet can perpetuate a culture of toxic positivity, where individuals are expected to always remain upbeat and optimistic, regardless of their circumstances. This can invalidate the very real struggles and challenges that people face, making it difficult for them to seek support or address underlying issues.

Additionally, the pursuit of happiness as a panacea can overlook the importance of a range of emotions in personal growth and resilience.1 It is through facing and overcoming adversity, and experiencing sadness and pain, that individuals can develop strength, empathy, and a deeper appreciation for life’s complexities. By only valuing happiness, we limit our capacity for emotional growth and self-understanding.

This idealisation of happiness as a cure-all ignores the complexities of human emotions and experiences.

The concept of happiness has undeniably become a lucrative industry for consultants, self-help gurus, and lifestyle brands seeking to capitalise on society’s perpetual pursuit of contentment. The commodification of happiness has transformed what was once a deeply personal and subjective emotion into a marketable product, packaged and sold to the masses under the guise of self-improvement and fulfilment.2 

Consultants peddle their services, promising to unlock the secrets to lasting happiness, offering workshops, seminars, and coaching sessions that often come with a hefty price tag. These individuals position themselves as experts in the field of happiness, claiming to possess the knowledge and techniques necessary to guide others towards a more fulfilling life. However, the very act of monetising happiness undermines its intrinsic value, reducing it to a mere commodity that can be bought and sold like any other product.

Millennials say they need a salary higher than half a million dollars to be financially happy. Some people think money can buy happiness. Millennials say they need a $525,000 salary to achieve financial happiness, the highest among all generations, according to a recent Empower survey conducted by the Harris Poll.
Millennials, the generation born roughly between 1981 and 1996, far outpace the other generations with their salary desires. Their desired salary is more than triple that of Gen X, which had the next highest salary needs of any group. Millennials are also at the prime age for several major financial decisions, such as purchasing a home and having children, which could be related to their relatively higher salary demands for financial happiness. Respondents defined happiness in a variety of ways, including paying bills on time, living debt-free, affording everyday luxuries without worry and owning a home. “Millennials are the generation of those who encountered the harsh reality of the American Dream myth.”

Moreover, the relentless promotion of happiness as a goal to be achieved through external means perpetuates a culture of consumerism and materialism, suggesting that true contentment can be attained through the acquisition of material possessions or the pursuit of superficial pleasures. This narrow and superficial interpretation of happiness fails to acknowledge the complexities of human emotions and experiences, reducing a deeply personal and nuanced sentiment to a one-size-fits-all formula for success.

The industry of happiness consultants thrives on the insecurities and vulnerabilities of individuals who are constantly bombarded with messages that suggest they are not good enough or happy enough. By perpetuating the myth that happiness can be bought and sold, consultants exploit the very real and valid struggles that people face in their daily lives, offering false promises of a quick, fixed solution to all their problems.

In other words, the commodification of happiness by consultants and self-help gurus represents a troubling trend that devalues the true essence of happiness as a deeply personal and subjective emotion. Rather than seeking external validation or quick fixes, individuals should prioritise self-reflection, introspection, and genuine human connection as the keys to true contentment and fulfilment. Happiness cannot be bought or sold – it is a state of being that must be cultivated from within, free from the constraints of consumerism and commercialisation.

While happiness is undoubtedly important for overall well-being, it is not a panacea.3 Embracing a full range of emotions, including sadness, anger, and frustration, is essential for a truly fulfilling and authentic life. By acknowledging and accepting the complexities of human experience, we can cultivate a more balanced and resilient approach to navigating the ups and downs of life.

To enhance the professional selling of happiness, it should never be sold as a heal-all, and the concept should be accompanied with three complementary pillars:

  • Clearly defining the concept so that everyone can understand, and prevent false expectations.
  • Clearly develop a valid and reliable methodology of how to apply the concept to individuals, teams, or nations.
  • And clearly refine a metric and tools to measure happiness. A concept without a valid scientific metric is not useful.

exhibit1

Happiness approached from the angle of values

When we embarked on the voyage into the world of values, we faced the same dilemma.   We knew that values represent the DNA of our behaviour; that shared values represent the norm and the culture of a unit, a community, or a larger society; and that the universe of values includes thousands of them, and they all seem to be important to some people. We also took extra care to ensure those values did not become another fashion or a panacea. Therefore, we have dedicated over 40 years to research in studying values, and have eventually developed the three pillars that convert it into what we call “Values in Action”: A concept, a methodology, and a tool(s). 

All that is easier to say than do.  So let´s reduce this complexity to something simple and doable. Our experience suggests that getting to really understand your core values can get you on the road to experiencing more moments of happiness in your life. We call this philosophy: “Values in Action”.

Values are intricately connected to moments of happiness, forming the very core of an individual’s sense of fulfilment and contentment. This relationship between values and happiness is a nuanced and complex one, requiring a deep understanding of the interplay between personal beliefs, societal norms, and individual experiences.

At the heart of this connection lies the idea that values act as guiding principles that shape our thoughts, actions, and decisions. They serve as a moral, economic, and emotional compass, directing us towards what we believe to be important in life. When our actions align with our values, we experience a sense of authenticity and integrity that brings about a profound sense of satisfaction and joy.

Furthermore, moments of happiness are often closely tied to the fulfilment of our values. When we can live by what we hold dear, whether it be honesty, compassion, or achievement, we are more likely to experience a deep sense of contentment and well-being. This alignment between values and actions creates a sense of harmony and purpose that is essential for sustained happiness.

However, the relationship between values and happiness is not always straightforward. In a society that often places emphasis on external markers of success and happiness, individuals may struggle to stay true to their values in the face of societal pressures. This can lead to a sense of inner conflict and dissatisfaction as individuals grapple with the tension between societal expectations and their own deeply held beliefs.

Ultimately, the connection between values and happiness is a deeply personal and individualised one. It requires self-reflection, introspection, and a willingness to prioritise what truly matters to us as individuals. By cultivating a strong sense of self-awareness and staying true to our values, we can create a life that is rich in meaning and fulfilment, leading to moments of true and perhaps happiness.

Over the years, we have researched, tested, and developed methodologies and tools that can help everybody understand his/her core values and examine if they really live up to them in their daily life (work, family, leisure). In addition, we have developed sophisticated training content and corresponding methodologies and tools (both manual and digital tools) that help people get there. Our three-dimensional model has been labelled Dolan 3Es Triaxial Model of Values and is depicted in Exhibit 2.

exhibit2

The misguided notion that the values axis is synonymous with dimensions is a flawed interpretation that undermines the complexity and nuance of the universe of core values. Our research shows that a reductionist perspective oversimplifies the intricate interplay of values and fails to acknowledge the inherent subjectivity and contextuality of core values that, for real decision-making (i.e. action), are limited and placed in a hierarchy. Here is a metaphor we often use to explain how people develop an algorithm for their values selection.  Imagine you are hungry and enter a restaurant that offers a rich, free, buffet-style menu. Although you are hungry, you know you cannot eat everything. Thus, you pick and choose based on your criteria (for example, a combination of products that you consider healthy for you but will satisfy your taste and satisfy your level of hunger). The same applies to the world of values. We do not act based on all the values in the universe but rather pick and choose selected core values, place them in a relative hierarchy (to minimise conflicts between them) and ensure these are aligned with your definition of success. Our research shows that when this process occurs, people have a period of contentment, making them happier and more productive.

true secrets

Although living your core values is often touted as a pathway to happiness, this is by no means a magic solution, but the idea that adhering to one’s core values will invariably lead to a fulfilling and contented life. We know that living by one’s core values may indeed contribute to a sense of purpose and integrity; it is also an important path to what we understand is happiness. Human existence is marked by nuance, ambiguity, and contradiction, and the pursuit of happiness is a dynamic and ongoing process that cannot be reduced to a set of static principles.  Thus, we prefer to talk about moments (or periods of happiness) that can be achieved in living our core values. While we realise that the latter needs to be tuned up from time to time, we also acknowledge that the concept of happiness requires a holistic and nuanced approach that considers the complexity of human nature and the multitude of factors that shape our well-being.

The good news is that we have developed the methodology and tools that help people discover (or identify) their core values, measure them, place them in a hierarchy and ensure, through a coaching approach, that they live their values. We have been training coaches to help people understand what is really important to them and how to ensure alignment with their goals (Coaching by Values)4; we have been training managers to understand their managing philosophy and be more effective in developing shared values (which is our definition of culture) that are aligned with the corporate objectives (Managing by Values)5; and, we help leaders positively impact their followers in leading them into Tomorrowland (Leadership by Values)6.

train

Conclusion

While happiness is often portrayed as the ultimate goal in life, it is important to recognise that it is not a cure-all solution to the complexities and challenges we face. Pursuing happiness as a panacea can lead to overlooking the importance of experiencing a full range of emotions and addressing underlying issues that contribute to our overall well-being.

In a society that often places emphasis on external markers of success and happiness, individuals may struggle to stay true to their values in the face of societal pressures.

Living our core values, by contrast, is essential for achieving true happiness in life, as it allows us to remain authentic and aligned with our beliefs and principles, leading to a sense of fulfilment and contentment that cannot be achieved through superficial pursuits or fleeting pleasures. Only by staying true to ourselves and upholding our core values can we find lasting joy and inner peace in a world filled with distractions and temptations that seek to divert us from our true path. So, let us hold steadfast to our values and let them guide us towards a more meaningful and happier existence.

About the Author

Simon L. DolanDr. Simon L. Dolan is currently a professor at Advantere School of Management (Madrid) and the Pontifical University of Comillas. He is also a member of the Talent and Organizational Leadership research team at Deusto University. He was a former professor at ESADE, the University of Montreal, McGill University, Boston University, and others. He has published over 85 books, including academic textbooks published by global companies such as Pearson, McGraw-Hill, Thomson, and others, as well as digital books at MyEducator. He is the co-founder and president of the Global Future of Work Foundation (www.globalfutureofwork.com). He is the recipient of the 2024 “Doctorate Honoris Causa” (University of Huelva -Spain) and the International Federation of Scholarly Associations of Management (IFSAM) Award for Excellence in Societally Relevant Management Scholarship. For a detailed CV, visit: (www.simondolan.com).

References

  1. Simon L. Dolan, Javier de Pablo (2023): Los Secretos de la Resiliencia (Profit Editorial)
  2. See: Wiliam Davies (2019) The Happiness Industry: How Government and Big Business Sold Us Well-Being
  3. Only a few and numbered scholars approach happiness from a scientific and serious angle. One of these is Prof. Tal Ben-Shahar from Harvard University. see: The Science of Happiness https://www.happinessstudies.academy/
  4. L. Dolan (2011) Coaching by Values: How to succeed in the life of business and the business of life. iUniverse.
  5. Simon L. Dolan, Salvador Garcia, and Bonnie Richley (2006) Managing by Values: a corporate guide to living, being alive and making a living in the 21st century (Palgrave MacMillan).
  6. Simon L. Dolan (2020) The Secret of Coaching and Leading by Values: How to ensure alignment and proper realignment (Routledge).

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Trust-Me: A Concept and Metric to Embed in Leaders, Enhancing their Effectiveness https://www.europeanbusinessreview.com/trust-me-a-concept-and-metric-to-embed-in-leaders-enhancing-their-effectiveness/ https://www.europeanbusinessreview.com/trust-me-a-concept-and-metric-to-embed-in-leaders-enhancing-their-effectiveness/#respond Fri, 22 Mar 2024 11:39:26 +0000 https://www.europeanbusinessreview.com/?p=203276 By Simon L. Dolan, Kyle Brykman and Shay S. Tzafrir Every leader needs to inspire trust in their followers, employees, and stakeholders. Trust is one concept that binds all efforts […]

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By Simon L. Dolan, Kyle Brykman and Shay S. Tzafrir

Every leader needs to inspire trust in their followers, employees, and stakeholders. Trust is one concept that binds all efforts at relationship-building together, leading to business success. In this article, three experts in business management discuss how leaders can build trust.

Introduction

Trust is the foundation of any successful relationship, whether it be personal or professional. Building trust requires effort and time, but the benefits of a trustworthy relationship are immeasurable. Trust can lead to increased communication, better collaboration, and a stronger sense of community. In this article, we will explore the strategies and techniques available to leaders that can be used to establish trust in their relationships.

Trust is an essential concept in many of the articles, books, and research focus of the coauthors of this article. Dolan (2011 and 2020), for example, refers to TRUST as the “Super-Value”, the “Value of Values” or the “Mother of all Values”.1 Garti and Tzafrir (2022), in a recent book, suggests trust to be a powerful concept for synchronising work-family relationships.2 As researchers, consultants, and change agents, we argue that a leader who wishes to be effective in his/her role needs to embed the triple anchors in his/her toolbox: 1) A clear definition of what trust means (and what trust is not), 2) a clear methodology to assess trust, and 3) evidence-based tool (or tools) to assess the genuine level of trust that he/she experiences. We therefore believe that the time is ripe to explore these three components, which we have been researching for over 20 years. This is needed because managers, leaders, and employees across organisations frequently use the term trust, even though it is not very well understood, and neither is it clear as to how to build it and what measures/tools are available to enhance it.

Without trust, employees can feel disengaged and unmotivated—resulting in a decline in productivity or quitting the organisation.

Enhancing trust in organisations is a complex and challenging process that requires a well-planned methodology and effective tools to achieve success. Trust is the foundation of any healthy and productive relationship. Without trust, employees can feel disengaged and unmotivated—resulting in a decline in productivity or quitting the organisation. It may also lead to overall poor organisational performance.

However, enhancing trust within an organisation is not an easy task. It requires a significant investment of time and effort, along with the right “know-how”. Leaders must not only be committed to creating a culture of trust and be willing to make difficult decisions to achieve this goal, but also have a firm understanding of how to do so and what works against trust. Additionally, trust takes time to build, and it can be easily lost if not nurtured and maintained.

The objective of this paper is threefold: (1) to shed light on what trust means in organisational contexts (2) to describe a 360o methodology to assess the leaders´ trust (ranging from self-trust, subordinates´ trust in the leader, and colleagues´ trust in the leader), and (3) to describe the latest applications of the TRUST-ME tool that can be used as a gamification tool and online assessment.

So, what exactly is TRUST?

Trust is about having confidence in someone or something. Trust is about believing that they will do what they say they will do, it is the ability to reduce uncertainty as a result of a shared positive history, and that they have your best interests at heart.3  However, trust can mean different things to different people. For some, it may be about reliability and consistency. For others, it may be about honesty and transparency. And for others still, it may be about a sense of connection and understanding. One clear thing, though, is that trust is vital to any relationship, whether it is personal or professional. Without trust, it is difficult to build strong, lasting connections with others and hard to feel secure and confident in your interactions with them.

Some regard or consider trust as a concept with two components: trustfulness and trustworthiness. This approach combines the attitude of one actor with the characteristics of another. A host of scholars stress the importance of being trustful. In the idealistic tradition, faith and social education nurturing positive expectations are the keys to trust and cooperation. However, trustworthiness can play a major role in this attitude. Overly optimistic or deceitful promises will fool and disappoint the trustful actor, making him/her distrustful, while the experience of trustworthy partners will enhance further cooperation. Hence, the degree of trustworthiness is the central factor for whether trust increases or decreases.4 

Mind you, trustfulness refers to the willingness to trust others and to believe in their intentions and actions without questioning them. It is a positive trait that allows individuals to build strong relationships and foster collaboration. Trustfulness is often associated with openness and vulnerability, as it requires individuals to let their guard down and rely on others. On the other hand, trustworthiness refers to the ability to be trusted, and to act in a reliable and honest way that inspires confidence in others. It is a character trait that is built over time through consistent behaviour and actions. Trustworthiness is often associated with integrity and responsibility, as it requires individuals to be accountable for their actions and to follow through on their commitments. It also involves compassion and benevolence, as one needs to believe that others will act with kindness and with their best interest in mind.

While trustfulness and trustworthiness are both important, they are not interchangeable. Trustfulness can be a positive quality, but it can also be risky if it is not accompanied by discernment and caution. Blindly trusting others, unconditional trust, can lead to disappointment and even harm if the other person proves to be untrustworthy. On the other hand, trustworthiness is a foundational quality that underpins all healthy relationships. Without trustworthiness, trust cannot be built or maintained. Trustworthiness requires individuals to be honest, reliable, and consistent in their behaviour, even when it is difficult or inconvenient.

All in all, research shows that leaders who display trust, create a positive culture which makes a huge difference in terms of the commitment and productivity of members of the organisation (See Exhibit 1).

ex1
Source: https://esp.6seconds.org/2017/08/24/la-neurociencia-de-la-sala-al-directorio/

The Spiritual Dimension of Trust

Is there such a thing as spiritual trust?  The answer is yes. Among the types of trust, it focuses on faith and religious doctrine. People with this type of trust believe in the spiritual energy that surrounds human beings. It is a very subjective trust that depends on the context and culture.  

The phrase “In God We Trust” is a well-known and significant motto in the United States. It is printed on its currency, displayed in government buildings, and has been a part of the US national identity for over 150 years. Despite its origins in wartime and Cold War politics, the motto has endured as a symbol of American values and identity. Regardless of one’s personal beliefs, the phrase “In God We Trust” remains an important part of the US national heritage. It represents its history, values, and commitment to a higher power. And it serves as a reminder that, even in times of hardship and division, one can find strength and unity in one’s faith. Moreover, the phrase is a testament to the importance of faith and spirituality in American life. It acknowledges that religion and spirituality are not just personal beliefs, but also a fundamental part of the nation’s heritage and culture. It is a call to embrace one’s faith and to seek guidance from a higher power in times of need.

The biological and neuroscience base of Trust

We are born to trust — to engage with others and rely on them for survival. This innate human condition served critical evolutionarily purposes in early hunter-gatherer societies that depended on collaboration and concern with non-familial members.

The neuroscience base of trust is a fascinating topic that explores the intricacies of the human brain and its ability to build and maintain trust. The neuroscience of trust is based on the understanding of the brain’s reward system, which is responsible for regulating our emotions and behaviours. Studies have shown that when we trust someone, our brains release oxytocin, a hormone that is associated with social bonding and attachment. This chemical reaction creates a sense of warmth, closeness, and intimacy, which reinforces the bond of trust between individuals.

Furthermore, the prefrontal cortex, a region of the brain responsible for decision-making and social behaviour, is also involved in the process of building trust. This area of the brain is responsible for evaluating social cues and determining whether someone is trustworthy. When we encounter someone who displays trustworthy behaviour, the prefrontal cortex sends signals to the reward system, which reinforces the bond of trust.

However, the neuroscience base of trust is not limited to the reward system and prefrontal cortex. Other regions of the brain, such as the amygdala, play a crucial role in the process of building and maintaining trust. The amygdala is responsible for processing emotions, particularly fear and anxiety, which can have a significant impact on our ability to trust others. When we encounter a potential threat, the amygdala sends signals to the prefrontal cortex, which evaluates the situation and determines whether it is safe to trust the other person.

In conclusion, the neuroscience base of trust is a complex and multifaceted topic that involves a combination of cognitive, emotional, and social processes. It highlights the importance of social bonding and attachment in human relationships and provides insight into the mechanisms that underlie trust. By understanding the neuroscience of trust, we can develop a greater appreciation for the power of trust in our lives and work towards building stronger, more meaningful relationships with others.5

The costs and consequences of mistrust in an organisation’s leader

Mistrust can lead to a lack of innovation and creativity, as employees are hesitant to share their ideas and opinions for fear of being judged or criticised.

Today, mistrust has become a pervasive issue that has far-reaching consequences. In organisations, mistrust can create an environment of fear, doubt, and uncertainty. The costs of mistrust are significant, as it can lead to a breakdown in communication, a lack of collaboration, and ultimately, a loss of productivity.

In the workplace, mistrust can be equally damaging. It can create a toxic environment where employees feel suspicious of one another, and where collaboration is difficult to achieve. Mistrust can lead to a lack of innovation and creativity, as employees are hesitant to share their ideas and opinions for fear of being judged or criticised. It is difficult to recover from mistrust, as research shows that it takes approximately six trust-building actions to compensate for one act that breached trust.6

Mistrust in the workplace can have serious consequences for both employees and the organisation. Firstly, mistrust can lead to a toxic work environment. When employees don’t trust their leader, it creates a culture of suspicion and paranoia. This leads employees to feel isolated and unsupported, which can have a negative impact on their mental health and well-being. A toxic leader can also lead to high turnover rates, as employees may feel compelled to escape the negative atmosphere.

Secondly, mistrust in the leadership of an organisation can decrease productivity. When employees don’t trust each other, they do not collaborate or communicate effectively leading to avoidable mistakes. When employees don’t feel comfortable working with their leaders, they may also be less likely to ask for help, which can further decrease productivity.

Thirdly, when employees lack trust in their leader, they feel unsupported and undervalued. This leads to a lack of motivation and enthusiasm for their work, which ultimately impacts their performance. When employees are unhappy in their jobs, it can also lead to increased absenteeism and presenteeism, which can further impact the organisation’s bottom line.

The paradox of employing “inward-trust¨ but “outward- zero trust”

So far, we have argued that trust is a valuable commodity. It is especially important to nourish it within the people that work in the same team or organisation.  We call it “inward trust”. But, with the rise of cyber-attacks and political turmoil, it is becoming increasingly difficult to rely on others. That’s where the concept of “Zero Trust” comes in. This approach to security is gaining popularity in both international politics and the digital security sector. The idea behind Zero Trust is simple: trust no one. This means that every user, device, and application must be verified and authenticated before being granted access to a network or system. It also means that access is granted on a need-to-know basis, rather than blanket permission.

While the concept of Zero Trust may seem extreme, it is becoming necessary in today’s world. Cyber-attacks and political turmoil are on the rise, and trust is becoming harder to come by. Zero Trust provides a solution to these problems by ensuring that every user, device, and application is verified and authenticated before being granted access. This is a small price to pay for the security of sensitive information and the protection of our democracy.

Leadership and Trust: The usefulness of the TRUST-ME scale and tools

When it comes to measuring trust, it is important to consider the various factors that contribute to its formation. To measure trust, various concepts and scales have been developed. These include the Trust Scale, the Trust in Organisations Scale, and the Interpersonal Trust Scale, among others. These scales are designed to assess different aspects of trust, such as trust in specific individuals, trust in organisations, and trust in oneself.

Many of the conflicts in organisations arise because leaders cannot generate and/or sustain trust. How can a leader have followers if they do not trust him/her? Unfortunately, research suggests that in more and more companies (families included if we use it as a metaphor for an organisation), it seems that people have lost trust in their leaders and their peers. We note this lack of trust in businesses, government agencies, education, and even in our churches (you only must listen to the scandals that are published on the corrupt behaviour of some priests). This general distrust in our leaders points to a cultural breakdown. The problem is not a lack of leaders but a lack of a climate of trust where leadership is possible.

Unless followers feel confident in the fairness and reliability of their leaders, they will not continue following them. Trust can significantly alter individual and organisational effectiveness. Trust, more than power and hierarchy, is what makes an organisation work effectively.

So, if we know that trust is a prerequisite for any attempt by the leader to change the organisational culture and to sustain the reliability, motivation, and behaviour of the followers, why don’t we help leaders to improve trust? In our opinion, people use the word trust too often in making a generic reference and therefore until we have a clear metric to measure it, we will continue to operate without a compass. The consequence is simple: the more a leader uses the word trust (without precision), the more the followers and companions will lose interest in listening to him/her and it will naturally lead to disappointment in our leaders.

For this reason, at the beginning of the 2000s, we began to study trust in work settings, in a rigorous and systematic way. In 2004, we published for the first time an article where we identified the three key dimensions of the concept of trust (acronym RCH), as we refined the tools to measure it. The three dimensions that emerged from the numerous scientific studies were:

Reliability, Concern, and Harmony (See Exhibit 2).

dimension

ex2

Trust assessment: A demonstration of tools that are based on (a) gamification  (b)  digital online

Entrusting my leader assessment and calculating the trust scores in each dimension is provided in Exhibit 3.ex3

Interpreting the results

Calculate your total score by adding the following items.

  • Please retake the scores obtained before and place them respectively for each dimension in column 2.
  • Take your score and divide it by 7 and then multiply each by 2, then place each of them in Column 3 respectively. This will generate a final score on a scale ranging from 1-10 to be used in the Template.

Dimension

Now, mark your final score on each of the corresponding dimensions in the three-dimensional ENTRUST template. Once marked, connect the dots with a straight line. Please shade the area. This is your perceived TRUST zone with the person that you are assessing. 

Chart

The Trust Kit9

The Trust Kit was developed to perform the same exercise as in Exhibit 3 but in a fun and interactive fashion. Research shows that this gamification approach tends to yield more effective results than simple explanations of principles by tapping into psychological and motivational aspects of human behaviour. The Trust Kit contains 21 cards (in alignment with the 21 questions), each of which corresponds with a dimension of the RCH model, with a distinct colour background. Seven cards are Red (representing Reliability), 7 Cards are Green (representing Concern), and 7 cards are Blue (representing Harmony). Players select cards in accordance with the person being assessed (boss, manager, or leader) and place it on the mate (Exhibit 4).ex4ex5 a and b

When you compare the two assessments, and can also see the gap visually, you get an idea of what needs to be worked on to improve the level of trust between a leader and a subordinate. You can add more assessment in the 360o patterns, to identify more gaps (with a team, with peers, etc.,) thereby improving the diagnosis. This will be a cumbersome process, and this is the reason for the development of the digital tool that is described in the next section.

A digital online tool to assess trust in the organisation

The Digital Trust Assessment has been developed as part of a programme and philosophy called “Leadership by Values®”. This programme provides stakeholders with the ability to evaluate their leaders in three areas: 1) assess their core values and measure how well they fit with the organisation’s culture, 2) assess their competencies and leadership skills for future success (9 skills total), and 3) assess their overall state of trust. The programme, which incorporates some features of Artificial Intelligence, assesses each of these leadership skills in a 360-degree degree, and uses information on:

  • Leader’s self-assessment of the level of trust they generate. (RCH model)
  • Subordinates (one or many) aggregate assessment of the leader’s level of trust (RCH Model).
  • Aggregate assessment of leaders’ “peers” (RCH Model), and
  • Aggregate assessment of the leader’s superior(s) (RCH Model)
  • At the end of this process, an elaborate automatic (AI-based) report is generated which indicates (a) the diagnosis, (b) the gaps, and (c) the areas for improvement to enhance this important phenomenon of building mutual trust.

A futuristic note and prediction about the role of trust

In a futuristic vision, the importance of trust in our lives will be more crucial than ever before. As we progress into an era of advanced technology and interconnectedness, trust will shape the very fabric of our society, economy, and personal relationships.

One aspect where trust will play a significant role is in the realm of artificial intelligence (AI) and automation. As machines become increasingly integrated into our daily lives, trust will be essential for us to embrace and fully benefit from these advancements. We will need to trust that AI systems are reliable, secure, and make ethical decisions. Trust will enable us to delegate tasks to machines without fear of them malfunctioning or causing harm.

In a future where virtual reality and augmented reality become more prevalent, trust will be vital to foster meaningful connections.

In economic terms, trust will be the foundation of a thriving digital marketplace. With the rise of decentralised technologies like blockchain, trust will be inherent in every transaction. People will have the confidence to engage in online commerce, knowing that their personal and financial information is secure. This trust will foster global trade and enable individuals from different corners of the world to interact and engage in mutually beneficial exchanges.

Moreover, in a future where virtual reality and augmented reality become more prevalent, trust will be vital to foster meaningful connections. As we immerse ourselves in digital realms, we will rely on trust to distinguish between genuine interactions and deceptive simulations. Trust will be the bridge that allows us to form deep and authentic relationships, whether they are virtual or physical.

Furthermore, trust will be the backbone of governance and societal systems. In a world where data is the new currency, individuals will need to trust that their personal information is handled responsibly and transparently by governments and corporations. Trust will be crucial to maintain social harmony and ensure that power is not abused.

Ultimately, in this futuristic vision, trust will be the currency that fuels progress and enables us to navigate the complexities of an interconnected world. It will determine our ability to embrace technological advancements, participate in the digital economy, form meaningful connections, and maintain a just and equitable society.

In short, trust will be the cornerstone of our lives in the future. Its importance will extend beyond personal relationships, permeating every aspect of our existence. As we navigate a world shaped by advanced technology, trust will be the glue that holds our society together and allows us to fully embrace the opportunities and challenges of the future.

Conclusion

In this article, we explored the concept of trust in all its complexities. We wish to reiterate that trust is one of the most widely used constructs around the world, but it is poorly understood, defined, and measured.

We were trained to think that if any concept is missing these qualities (definition, methodology on how to use it, and metrics) it is useless. An attempt was therefore made to define trust, to look at its dimensions, and to show clearly how it can be applied. We have decided to adopt the RCH three-dimensional Trust model because it was based on empirical research and seems to be used by thousands of researchers around the world.

In the article, we introduced the essence of the RCH model and explored its potential use wherever leadership is called for: at home, at work and in the community. And finally, we introduced three tools for measuring trust, which can all be used in different contexts, and, if necessary, in 3600. This allows you to measure your leader’s trust either manually, or via the use of a gamification tool or digitally. Gaps between the leader and other stakeholders can be easily detected, displayed, and discussed resulting in the preparation of strategic solutions to enhance trust, which in the end, is a win-win outcome.

About the Authors

simon dolanSimon L. Dolan is a full professor and senior researcher of HRM and Work Psychology at Advantere School of Management (affiliated with Comillas, Duesto and Georgetown Universities). A former Future of Work Chair at ESADE Business School, he has published 85 books (in multiple languages) and over 150 articles in referees’ journals. He is also the co-founder and President of the Global Future of Work Foundation. His work, consulting and research are about values, leadership, coaching, stress management and resilience as well as issues connected to the future of work. He is a member of the editorial board of half a dozen scientific journals. His full bio at: www.simondolan.com

kyle brykemanKyle Brykman is an Assistant Professor of Management and the VPRI Early Career Research Chair in Leadership at the Odette School of Business, University of Windsor. Kyle’s mission is to help people lead happier, healthier, and more productive lives, which he accomplishes through high-quality research, evidence-based teaching, and engaging training and coaching. Kyle’s research focuses on employee voice and interpersonal team dynamics. He holds a PhD in Management (Organizational Behavior) from Smith School of Business at Queen’s University, an MSc in Management from Wilfrid Laurier University, and an HBA from Ivey School of Business.

shayShay S. Tzafrir is the dean of teaching and professor at the School of Business Administration, University of Haifa. A former director of the Center for the Study of Organizations & Human Resource Management, he received his Ph.D. and M.Sc. in behavioural science from the Technion – Israel Institute of Technology and earned a B.A and M.A. in political science, as well as LLB, all from the University of Haifa. He serves as a member of the Editorial Review Board in Human Resource Management. He specialises in issues of people management and trust, focusing on the efficiency aspects of human capital. His current research interests include the role trust plays in various organisational factors such as strategic human resource management, organisational performance, and service quality.

References

  1. Dolan S.L. (2011). Coaching by Values. iUniverse; Dolan S.L. (2020). The Secrets of Coaching and Leading by Values. Routledge.
  2. Garti, A., & Tzafrir, S. (2022). Work–Family Triangle Synchronization: Employee, Manager, and Spouse. De Gruyter.
  3. See: Tzafrir, S. S., & Dolan, S. L. (2004). Trust Me: A Scale for Measuring Manager-Employee Trust. Management Research: Journal of the Iberoamerican Academy of Management, 2(2), 115-132.
  4. See: Tullberg J., (2008) Trust—The Importance of Trustfulness versus Trustworthiness, The Journal of Socio-Economics, Vol 37(5): 2059-2071
  5. In January-February 2017, Harvard Business Review published an amazing article by Paul J. Zak who covers with great details the neuroscience of trust. Highly recommended reading.
  6. Baumeister, R., Bratslavsky, E., Finkenaur, C., & Vohs, K. (2001). Bad Is Stronger Than Good. Review of General Psychology 323–370.
  7. This model was published for the first time in 2004 but was studied in other contexts many times by Tzafrir and Dolan and many other collaborators. It was tested in many cultures and sectors. Recently; ResearchGate has advised the authors that over 9000 researchers have downloaded and/or used this model in their own research; it seems that of all alternative models of trust, this one has become the most popular and most cited. To read more:  Tzafrir S., Dolan S.L. (2004) Trust me: A Scale for Measuring Manager‐Employee Trust, Management Research: Journal of the Iberoamerican Academy of Management, Vol. 2(2):115–132, https://do i.org/10.1 108/1 53654 30480 00050 5; Dolan S.L., Tzafrir S., Baruch Y. (2005) Testing the Causal Relationships between Procedural Justice, Trust, and Organizational Citizenship Behavior, Revue de gestion de ressources humanies, Vol. 57:79–89; Mach M., Dolan S.L., Tzafrir S. (2010)The Differential Effect of Team Members’ Trust on Team Performance: The Mediation Role of Team Cohesion, Journal of Occupational and Organizational Psychology, Vol. 83(3):771–794 (https://d oi.or g/10. 1348/09631 7909X 47390 3); Chaluz H., Tzafrir S., Dolan S.L. (2015). Actionable Trust in Service Organisations: A Multi-Dimensional Perspective, Journal of Work and Organizational Psychology, Vol. 31(1):31–39; Capell B., Tzafrir S., Enosh G., Dolan S.L. (2018) Explaining Sexual Minorities’ Disclosure: The Role of Trust Embedded in Organizational Practices, Organization Studies, Vol. 39(7):947–973 https://journal s.sag epub. com/d oi /fu ll/10 .1177 /0170 84061 77080 00.
  8. Tzafrir and Dolan 2004. Op. Cit.
  9. More information on the Trust Kit is available at: learningaboutvalues.com

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The Eutopia of Engaging in Unconditional Kindness to Self and Others https://www.europeanbusinessreview.com/the-eutopia-of-engaging-in-unconditional-kindness-to-self-and-others/ https://www.europeanbusinessreview.com/the-eutopia-of-engaging-in-unconditional-kindness-to-self-and-others/#respond Tue, 21 Nov 2023 02:42:17 +0000 https://www.europeanbusinessreview.com/?p=196386 By Salvador García Sánchez and Simon L. Dolan Introduction “Resilience” seems to be a common term used by professionals in many disciplines. Psychologists and medical experts talk about personal resilience, […]

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By Salvador García Sánchez and Simon L. Dolan

Introduction

“Resilience” seems to be a common term used by professionals in many disciplines. Psychologists and medical experts talk about personal resilience, and corporate analysts, coaches and consultants talk about corporate resilience. After all, not only people but also their corporations need to overcome the state of dystopia1, reaching that of “eutopia”. Dystopia, according to Wikipedia, stemming from the ancient Greek δυσ (dus, “bad”), and τόπος (tópos, “place”), and also called “cacotopia” or “anti-utopia”, refers to a society that is undesirable or frightening. It is often treated as an antonym of “utopia”, a term that was coined by Sir Thomas Moore and figures as the title of his best-known work, published in 1516, which created a blueprint for an ideal society with minimal crime, violence, and poverty. The relationship between utopia and dystopia is in actuality, not one simple opposition, as many utopian elements and components are found in dystopias as well, and vice versa… Dystopias are often characterised by fear or distress, tyrannical governments, environmental disaster, or other characteristics associated with a cataclysmic decline in society. Themes typical of a dystopian society include complete control over the people in the society through the usage of propaganda, heavy censoring of information or denial of free thought, worshipping an unattainable goal, the complete loss of individuality, and heavy enforcement of conformity. Despite certain overlaps, dystopian fiction is distinct from post-apocalyptic fiction, and an undesirable society is not necessarily dystopian. Dystopian societies appear in many fictional works and artistic representations, particularly in stories set in the future. Famous examples include George Orwell’s Nineteen Eighty-Four (1949), Aldous Huxley’s Brave New World (1932), and Ray Bradbury’s Fahrenheit 451 (1953). Dystopian societies appear in many sub-genres of fiction and are often used to draw attention to society, environment, politics, economics, religion, psychology, ethics, science, or technology. Some authors use the term to refer to existing societies, many of which are, or have been, totalitarian states or societies in an advanced state of collapse. Dystopias, through an exaggerated worst-case scenario, often make criticism about a current trend, societal norm, or political system.

A utopia is a place whose existence is impossible (“u” = no, impossible, “topos” = place). Thomas Moore himself, the author of the word, spoke of “eutopia” or “possible good place” (“eu” = good, adequate, and “topos” = place) to designate a necessary and realisable state between utopia and dystopia. Homo sapiens needs to realise the evolutionary state of eutopia that the world undergoes where genuine human values are embedded — this is possible. Activating unconditional kindness in a dystopia of war is not a utopian oxymoron.

Personal resilience refers to an individual’s ability to adapt and bounce back from difficult or challenging situations. It involves maintaining a positive mindset, managing stress and emotions effectively, and being able to cope with adversity.

In the following paragraphs we share our reflections and suggestions on how to enhance personal and collective values, based on principles rooted in the field of health psychology aims at enhancing resilience. The paper is addressed to all people immersed in one of the many situations of wars and violence occurring today in our dystopian world, and especially to the agents and victims of the current ongoing wars in Israel and Ukraine, as well as tens of other armed conflicts around the world2. The horror, cruelty, and emotional hardship of war is one of the most stressful and difficult situations for any human being to face, and the collective consequences for ethical, economic, and psychological health and well-being are just terrible.

In this paper, we build on the concept of eutopia and its underlying construct of kindness. We argue that it can serve as a base to build personal resilience especially in the dystopian context of war. Personal resilience refers to an individual’s ability to adapt and bounce back from difficult or challenging situations. It involves maintaining a positive mindset, managing stress and emotions effectively, and being able to cope with adversity. Personal resilience allows individuals to face and overcome obstacles, setbacks, and failures, and to continue moving forward in pursuit of their goals and well-being. It involves developing skills such as problem-solving, self-confidence, perseverance, and flexibility. Personal resilience is essential for maintaining mental and emotional well-being, as well as for achieving success and fulfillment in various aspects of life.

Resilience Approached From the Angle of Unconditional Kindness

Approached From the Angle of Unconditional Kindness

While there are many suggestions and angles proposed by experts to enhance resilience, an emerging angle is that of unconditional kindness to self and others.
Unconditional kindness goes far beyond mere formal courtesy or good manners. We argue that unconditional kindness is the radical antidote to the poison of hostility, hatred, revenge, and violence; and its short-, medium-, and long-term effects are highly beneficial for eutopic systemic transformation. (Exhibit 1)

exhibit 1
Unconditional kindness refers to taking care of, and being compassionate towards oneself and others under any circumstances; it is the desire to liberate oneself from suffering and free others from suffering, without any other expectations or conditions attached. It is a selfless and genuine expression of love and goodwill towards onself and others, motivated solely by the desire of being more content. Unconditional kindness does not seek recognition, reward, or reciprocation; it is given simply because it is the right thing to do for our personal and collective well-being.

The tree of unconditional kindness

Kindness should be unconditional, or it is not a genuine form of kindness. The metaphor of the tree of unconditional kindness embeds the respective values that are necessary in order to live, coexist, and die in peace. We wonder if there is anything else more important.

We know that the essential elements of a fruit tree are the root, the trunk, the branches, and its fruits. And for its growth, it also needs soil with sufficient nutrients, rainwater, and sunlight. A tree needs to be resilient, since it can be attacked by numerous pests that impede its growth. (Exhibit 2)

exhibit 2
© Salvador García Sánchez, 2023 Source: Garcia S. (2024) forthcoming book. Used with author’s permission. Illustration by Yolanda Díaz Gutiérrez.

Honouring all the many ancestral traditions that refer to the “Tree of Life” as a tree of knowledge, we can use it in a metaphorical way for an initial approach to the eutopic phenomenon of the possible unconditional human kindness and all its associated values, representing our necessary personal and collective evolution as the species Homo sapiens.

Genuine kindness is pure, unconditional, active acts of love or compassion: It exists and manifests itself from the inside out as a gift or grace of our human nature that flows and empowers its own, and liberates us from our own and others’ suffering.
Obviously, controversy prevails as to whether the essential human nature is silent, peaceful, and kind or, by contrast, it is a wolf for man, noisy, aggressive, and unsympathetic. If Buddha, Machiavelli, Jesus Christ, Rousseau, and Hobbes were to converse on the subject, they would most likely disagree.

However, employing the analogy of the tree, they would probably conclude that, in any case, the human being has seeds of love and hate, and whether or not its best positive essence manifests itself depends on the form of relational values. For the best fruits to be produced, solid, healthy roots and sufficient nutrients, irrigation, and abundant light are required. Let’s elaborate a bit more on this.

The essential root

tender and delicate point

The essential root of unconditional kindness is grounded in our neurobiology as we evolve as human beings called Homo sapiens. It is from our inner core of serenity and loving goodness and compassion, firm yet subtle and delicate, that we can treat and care for ourselves as genuine human mammals.

Being kind to oneself is an essential aspect of personal well-being and happiness. By treating ourselves with kindness, we cultivate self-compassion, self-acceptance, and self-love.

As the great Tibetan master Chogyam Trungpa states, “At the core of every human being there is a tender and delicate point”3. His disciple, the Californian psychologist Stephen Gilligan, says that “it is an indestructible core”4. Indestructible means that it is unconditional in character, being especially associated with our inner firmness or solidity to treat ourselves and others well and to face suffering with kindness, whatever its origin, from our inner strength and freedom.

Therefore, we argue that all Homo sapiens have within our being the valuable and surprising gift of an inner space of serenity, kind love, generosity, and awareness of union and interdependence with all that exists that we can call our “Unconditional Tender Core”, highlighting the firm and solid character of this radical tenderness or gentleness, under any circumstance. It constitutes the root of kindness and unconditional good treatment with oneself, of others, and of the rest of nature.

The “only” thing to do to access this root or kind core is to intuit its existence and to free ourselves with benevolence from the armour of fears and adaptive defences that we have accumulated throughout life, contemplating and even using constructively the character with which we move in our different biographical spheres.

The “new” technologies available to us to care for this core root are meditative silence, conscious ownership of time, transformative conversation, understanding forgiveness, gratitude, and joy, which are shown in Exhibit 1. Notice that it has much to do with the sun, rain, and the core values or manifestations of the serene and loving root of the tree of unconditional kindness.

The trunk values of unconditional kindness:

From this radical connection with our peaceful, compassionate, and interdependent essence, the great values of empathy, humility, patience, generosity, care for self and others, understanding forgiveness, gratitude, and joy manifest and grow, constituting the trunk from which the three branches and the many fruits of unconditional kindness grow.

The three branches of expression:

The tree of unconditional kindness has three intertwined branches or expressive dimensions: towards oneself, towards others, and towards the rest of nature of which we are a part. In turn, kindness to those around us has many other possible bifurcations, from kindness in the couple to kindness in the health care system or in sports, to name a few.

Fruits of unconditional kindness:

Kindness has six types of essential fruits, all of them related to each other:

  1. Biological: longevity and cardiovascular health.
  2. Ethical: cooperation, equality, fraternity, brotherhood, fraternity, solidarity.
  3. Emotional: non-aggressiveness, satisfaction, emotional well-being, warmth.
  4. Relational: quality of bonding, mutual attraction, reciprocity, knowing how to accompany, knowing how to listen, knowing how to ask, knowing how to say no, conflict prevention, recognition, knowing how to have details, courtesy, smiling.
  5. Existential-spiritual: knowing how to accept, being able to die in peace.
  6. Business: attracting and releasing talent, commitment, work motivation and positive work environment, team development, and customer and supplier loyalty.

Soil and compost:

The base or nutrient substrate on which the loving roots of unconditional kindness grow is constituted by the other two essential meta-values: trust and coherence.
Trust, as we explain later, is a meta-value of our generative emotional intelligence, while coherence is the meta-value of our pragmatic value intelligence. Without trust no conversation or creativity is possible, and without coherence of action we remain in the colorful clouds. Without the essential nutrients or fertiliser of trust or belief in self and others and coherence or union between what is said and done, the tree can in no way thrive to its fullest splendour.

Rainwater:

The rainwater is necessary for the growth of unconditional kindness; it is the transformative conversation with oneself and others. Without it, the tree remains static and lifeless.

Sunlight:

Sunlight is represented by the experience of full presence, which consists of noticing (awareness) and being mindful (consciousness) of all that is happening here and now within us and in the world around us. Only from full presence can we connect with our indestructible tender core and be able to choose and cultivate with wisdom the values that allow us to act with unconditional kindness towards ourselves, towards those around us, and towards everything around us. Full presence is illuminated from silence and inner space and from the subjective ownership of time here and now. And it is associated with active compassion, mutual understanding and gratitude.

The neurobiological base of unconditional kindness and its’ relationship to resilience

neurobiological base of unconditional kindness

The neurobiology of unconditional kindness involves several regions of the brain and neurotransmitters that contribute to the experience and expression of goodness and empathy.

One important brain region involved in kindness is the prefrontal cortex, particularly the ventromedial prefrontal cortex (vmPFC) and the dorsolateral prefrontal cortex (dlPFC). The vmPFC is associated with empathetic responses and social cognition, while the dlPFC is involved in decision-making and self-regulation. These regions help us understand others’ emotions and make conscious choices to engage in kind behaviours.

Another crucial brain region is the striatum, which is part of the reward system. When we engage in acts of kindness or witness kindness, the striatum releases dopamine, a neurotransmitter associated with pleasure and reward. This dopamine release reinforces kind behaviour and motivates us to continue being kind.

The amygdala, an almond-shaped structure in the brain, also plays a role in kindness. The amygdala is involved in processing emotions, particularly fear and aggression. Studies have shown that when individuals engage in acts of kindness, the amygdala’s response to negative stimuli decreases, suggesting that kindness can reduce negative emotions and promote positive feelings and prosocial behaviour.

Oxytocin, often referred to as the “love hormone”, is another key player in kindness. Oxytocin is released during social bonding and promotes feelings of warmth, trust, empathy, and generosity. It enhances social bonding and strengthens relationships, making acts of kindness more likely.

Finally, mirror neurons are important in understanding and imitating the actions and emotions of others. These neurons fire both when we perform an action and when we observe someone else performing the same action. Mirror neurons help us empathise with others and understand their experiences, facilitating kind and compassionate behaviour.

Overall, the neurobiology of unconditional kindness involves a complex interplay between brain regions, neurotransmitters, and social cognition processes. Understanding these mechanisms can help us appreciate the importance of kindness in promoting positive social interactions and well-being.

So, the conscious practice of unconditional kindness enhances resilience. Kindness is not only a virtue that contributes to positive relationships and overall well-being, but it also plays a significant role in enhancing resilience. When we practise kindness, we benefit not only others but also ourselves. Acts of kindness release hormones like oxytocin and serotonin, which promote feelings of happiness, contentment, and overall well-being. These positive emotions strengthen our mental and emotional resilience, making it easier for us to cope with stress and bounce back from setbacks.

Additionally, kindness fosters social connections and support networks. When we show kindness to others, we build strong relationships and create a sense of community. These connections provide a safety net during challenging times, as we can turn to others for support, encouragement, and assistance. Having a strong support system is crucial for resilience, as it helps us feel less alone and provides us with the resources and emotional support needed to navigate difficult situations.

Furthermore, acts of kindness can also inspire others to be kind, creating a ripple effect of positivity and resilience within a community. Witnessing or experiencing kindness can boost our own resilience by reminding us of the inherent goodness in people and the potential for positive change. It can also motivate us to pay it forward and engage in acts of kindness ourselves, further strengthening our resilience and the resilience of those around us.

The three circles model

exhibit 3

The three circles model is a theory proposed by Paul Gilbert5, Professor of Clinical Psychology at the University of Derby and founder of The Compassionate Mind Foundation. This model is central to Compassion Focused Therapy (CFT) and aims to understand the complexity of the brain’s systems and mechanisms for survival and growth. (Exhibit 3)

In summary, kindness enhances resilience by promoting positive emotions, fostering social connections, and inspiring others to be kind. By practising kindness, we not only improve our own well-being but also contribute to a more resilient and compassionate society.

Values, values intelligence, and enhancement of kindness-based resilience.

There are a host of values that can enhance kindness-based resilience in individuals and navigate through life’s ups and downs with adaptive intelligence.

The word “intelligence” comes from the Latin “legere”, containing the meanings of reading and choosing. Salvador Garcia (2018) has proposed the concept of “Values Intelligence”6. The concept can easily be added as another form of intelligence to the list of multiple intelligence proposed in the wonderful work of Howard Gardner.7

Coming from the state of full consciousness or mindfulness, is described as the wisdom to read the reality as it is and choose the values response or guides for action that seem to be most convenient for our full personal and collective development. Dolan (2020) also added that depending on the situations and the objectives of the person, the values need constant reflection of alignment and realignment8. Considering the so-called “Triaxial Model of Values” created by the two authors, these are the essential more intelligent values related to unconditional kindness:

Ethical Values 

Ethical Values 

  • Empathic love – This meta-value of unconditional kindness involves being able to understand and share the feelings of others. It allows individuals to connect with and support others with caring love, which can help to build social support networks and enhance resilience.
  • Gratitude – Gratitude wish is intimately related to the concept of unconditional kindness treated in this paper. Cultivating a sense of gratitude can help individuals to focus on the positive aspects of their lives, even in difficult times. It can help to shift their perspective and foster a sense of resilience.
  • Solidarity – Coming from the Latin solidus, solidarity or the ability to help in overcoming vulnerability, strengthens the quality of human relationships arises from empathy and unconditional kindness and generosity, and increases the capacity to face the vicissitudes of life.
  • Generosity – The word “generosity” comes from the Latin generosus, which means abundant and well engendered. Generosity is a quality of unconditional kindness necessary for the evolution “from ego to eco”, from self-interest to common good, as proposed by Otto Shramer.9
  • Forgiveness – Forgiveness is a powerful resilience medicine to heal emotional wounds. It starts from the idea of benevolence or wanting the good of the other, without excusing or forgetting the bad action suffered, and without ceasing to desire compensation for the damage. As Daniel Lumera, the Italian promoter of the International Kindness Movement10, says: “What do we want–to assert our reasons or to be free?”

Pragmatical Values 

  • Coherence and determination – Having a strong sense of purpose and self kindness helps individuals to persevere through challenges and setbacks. It is a meta-value of unconditional kindness to oneself, allowing one to stay focused on one’s goals and continue working towards them, even in the face of adversity, being conherent between what one thinks, feels, says and does.
  • Adaptability – Being adaptable means being able to adjust and respond effectively to changing circumstances. It involves being openly kind to new ideas and approaches and being willing to learn and grow from experiences.
  • Perseverance – Perseverance involves the ability to keep going and not give up, even when faced with obstacles or setbacks. It requires individuals to have a strong work and life ethic and a willingness to put in the effort required to achieve their goals in a kind or caring way with one self and others.

Emotional – Generative Values 

Emotional - Generative Values 

Emotional-generative values can be also called “poietic” for their quality of facilitating the self-emergence of new and beautiful possibilities for action.

  • Trust and self-belief – Means having a strong sense of self-belief and self-confidence is a meta-value crucial for resilience. It allows individuals to trust in their own abilities and to have faith in their capacity to overcome challenges.
  • Optimism – Being optimistic helps individuals to maintain a positive outlook, even in difficult circumstances. It allows them to see challenges as opportunities for growth and to believe in their ability to overcome obstacles.
  • Patience – Coming from the possibility of being “in a peace mood”, patience is an emotional-generative value related to determination, adaptability and perserversance to achieve our medium- and long-term objectives
  • Creativity – Creativity is an essential emotional-generative value to find new solutions to problems and to express with small but significant details the meta-value of unconditional kindness.
  • Joy and celebration – The playful and conscious appreciation of everything we have accomplished and what we have learned. It is based upon gratitude and mindfulness, recognition of what has happened, seeing what we have done, and increasing our resilience about future events.

In other words, in this paper we propose to use the concept of “Unconditional kindness” as a meta-value that complements our previously proposed three axes deducted from the universe of values: the ethical, the pragmatic, and the emotional-generative (Triaxial Model of Values11).

In addition to an overall meta-value of unconditional kindness, we also propose the practice of a respective sub-meta-value in each of the axes. For example, the sub-meta-value of ethical intelligence will be empathic love; the sub meta-value of the emotional-generative or “poietic” intelligence axis will be trust and self-belief, and the sub-meta-value of pragmatic intelligence will be coherence and determination. An illustration of these concepts is summarised in Exhibit 4.

exhibit 4Now, let’s examine these sub-meta-values of unconditional kindness in relationships to resilience. Let’s start with LOVE. Although some experts claim that love is more a type of need than a value, regardless of its exact definition and classification, it seems to play a vital role in the development of resilience. Exhibit 5 shows some ways in which the ethical values intelligence of EMPATHIC LOVE can contribute to resilience:

exhibit 5All in all, love plays a central role in enhancing resilience by providing emotional support, a sense of belonging, motivation, positive relationships, and self-compassion. It acts as a protective factor that enables individuals to cope with and overcome adversity more effectively.

Trust is another key concept in the development of resilience. Although Dolan et al. claim that TRUST by itself is the “Value of Values”, or the “mother of all values”, it can also be considered a sub-meta-value of the emotional-generative axis of the triaxial model12.

exhibit 6Trust plays a crucial role in enhancing resilience in various aspects of life and it is especially important at times of dystrophy.

Overall, trust plays a fundamental role in enhancing resilience by promoting social support, collaboration, risk-taking, effective communication, and psychological well-being. Building and maintaining trust in relationships, communities, and organisations is crucial for fostering resilience in the face of adversity.

Studies have shown that when individuals engage in acts of kindness, the amygdala’s response to negative stimuli decreases, suggesting that kindness can reduce negative emotions and promote positive feelings and prosocial behaviour.

The last sub-meta-value of pragmatic intelligence referes to COHERENCE AND DETERMINATION. It refers to the state of being consistent, logical, and connected in one’s thoughts, actions, and behaviours. It implies that there is a clear and logical flow in the way someone communicates, makes decisions, and executes tasks. When someone demonstrates coherence in action, they can effectively align their intentions, words, and actions, creating a sense of harmony and integrity. This can lead to improved performance, better relationships, and a stronger sense of self.

Coherence in action involves aligning one’s beliefs, values, and behaviours to create a unified and purposeful approach to life. When individuals have coherence in action, they can make decisions and take actions that are in line with their goals and values, leading to a greater sense of fulfillment and satisfaction.

Coherence in action and resilience are closely related, as they both contribute to overall well-being and success in life. When individuals have coherence in action, they are more likely to have a strong sense of self and purpose, which can enhance their resilience. Similarly, resilience can help individuals maintain coherence in action by allowing them to overcome obstacles and stay focused on their goals.

Together, coherence in action and resilience enable individuals to navigate life’s challenges with greater ease and effectiveness. They provide a solid foundation for personal growth, emotional well-being, and success in various areas of life, including relationships, work, and personal development.

Practical principles for practising self-kindness during a war

practising self-kindness during a war

Why should we begin by taking care of ourselves?

Just as in an emergency during an air disaster, where you must first put on your own oxygen mask and then be able to help the most vulnerable children or other people, the response of unconditional care or kindness in the case of a war disaster must start with yourself.

Being kind to oneself is an essential aspect of personal well-being and happiness. By treating ourselves with kindness, we cultivate self-compassion, self-acceptance, and self-love. This involves acknowledging our strengths and weaknesses, embracing our imperfections, and practising self-care.

When we prioritise our own well-being, we are better equipped to extend kindness to others. By taking care of ourselves physically, emotionally, and mentally, we have more energy and resources to share with those around us. This can be in the form of offering support, lending a listening ear, or showing empathy and understanding.

Furthermore, being kind to ourselves sets an example for others to follow. When people witness our self-compassion and self-care practices, they are more likely to adopt similar behaviours. By modelling kindness towards ourselves, we inspire and encourage others to do the same.

Ultimately, by being kind to ourselves first, we create a positive ripple effect. When we prioritise self-kindness, we not only enhance our own well-being but also contribute to creating a kinder and more compassionate world.

1. Keep the Inner Calm 

inner calm

  1. Practise mindfulness: Try to stay grounded and situate yourself in the reality of the present, contemplating the horror face to face. Try to become aware of the breath, and go within oneself “here and now”, connecting with the inner centre of peace, self-compassion, and kindness.

    In situations of relative calm, try to live small moments of mindfulness or full consciousness about very simple but meaningful things, such as when sipping water, when eating something, when giving or receiving a caress from a loved one, when thanking someone for something, when receiving someone’s support or thanks, when remembering a positive episode in life…

    Obviously, this soothing response of calm and soothing in the face of disaster and suffering of self and others is more likely to occur in people trained to meditate, but it is not impossible in any circumstance.

    If we panic or succumb to hatred and thirst for revenge, we will not be able to think adequately to face the situation with the best possible guarantees of physical and emotional survival for ourselves and others.

    No doubt, maintaining calm in times of war can be extremely challenging, and some even call it a utopia. However, it is essential for survival and our own well-being. Here are further eutopic strategies that can help:
  2. Stay informed: Knowledge about the situation can help reduce fear and uncertainty. Stay updated with reliable news sources to understand the status, developments, and potential risks. However, be cautious about consuming excessive or sensationalised information, as it can heighten anxiety.
  3. Create a safety plan: Develop a plan for yourself and your loved ones to ensure their safety during wartime. Identify safe areas, emergency contacts, and evacuation routes. Having a plan in place can provide a sense of control and reassurance.
  4. Practise self-care: Take care of your physical and mental well-being. Engage in activities that help you relax and reduce stress, such as exercising, meditating, or pursuing hobbies. Prioritise self-care to maintain emotional stability and resilience.
    Seek support: Connect with others who are going through similar experiences. Share your concerns, fears, and emotions with trusted friends, family members, or support groups. Talking about your feelings can help alleviate stress and provide a sense of solidarity.
  5. Maintain routines: Establishing daily routines can provide a sense of normalcy and stability amidst chaos. Stick to regular schedules for meals, sleep, work, or other activities as much as possible. Routines can help create a sense of control and reduce anxiety
  6. Limit exposure to violence: Minimise exposure to violent images, videos, or graphic content. Constant exposure to violence can increase stress levels and desensitise individuals. Instead, focus on positive aspects of life, engage in uplifting activities, or seek out inspiring stories.
  7. Seek professional help if needed: If you find it difficult to cope with the stress of war, do not hesitate to seek professional help. Mental health professionals can provide guidance, support, and coping strategies tailored to your specific needs.

Remember, staying calm in times of war is a gradual process, and it’s normal to experience ups and downs. Be patient with yourself and others and focus on the strategies that work best for you.

2. Recognise and Express What You Feel

Autodidactic exercise: Try to name the emotions you are feeling and try to share them with others, whether it is fear, hatred, anger, helplessness, indignation, humiliation, vulnerability, sadness, guilt, revenge, affection, and concern for those closest to you, or a combination of several of these.

In other words, naming emotions and expressing them can indeed be a powerful strategy for resilience during times of war. Here are some clear emotions that individuals may experience during such challenging times and converting them into resilience:

  • Fear: Acknowledging and naming fear can help individuals understand their own vulnerabilities and take necessary precautions to ensure their safety.
    Anger: Expressing anger in a constructive manner can help individuals channel their frustrations towards positive actions, such as advocating for peace or seeking justice for those affected by war.
  • Sadness: Recognising and expressing sadness can allow individuals to grieve for the losses experienced during war, fostering healing and emotional resilience.
  • Empathy: Cultivating empathy towards others affected by war can help individuals build connections and support networks, fostering a sense of community and resilience.
  • Hope: Holding onto hope and expressing it can serve as a driving force during times of war, providing individuals with the strength to endure and work towards a better future.

In sum, by naming and expressing these emotions, individuals can better understand their own emotional landscape, seek support from others, and develop strategies to cope with the challenges of war. It is important to note that emotions are complex and multifaceted, and individuals may experience a wide range of emotions during times of war.

3. Maintain Life Hope

life hope

To realise that one is still alive, to sustain the painful present, to activate all the internal resources, emotions, values, and inner strength that one has to maintain the hope that one can get out of the horror, proposing different objectives and perspectives in the short and medium-long term and thinking about learning and personal growth after the hecatomb.

One needs to re-emphasise the role that hope plays in enhancing resilience during times of war. It provides individuals with a sense of purpose, motivation, and optimism, enabling them to endure and overcome the challenges and adversities associated with war.

Here are some ways in which hope enhances resilience:

  • Psychological well-being: Hope helps individuals maintain a positive mindset and outlook, even in the face of extreme hardship. It allows them to believe in a better future and envision possibilities beyond the current situation. This psychological well-being helps individuals cope with stress, trauma, and anxiety during war.
  • Motivation and determination: Hope fuels motivation and determination to persevere through difficult circumstances. It gives people the strength to keep going, despite the immense challenges and sacrifices required during war. Hope instils a sense of purpose and empowers individuals to fight for a better future.
  • Resisting despair: War often brings about a sense of despair and hopelessness. However, hope acts as a counterforce to despair, enabling individuals to resist giving in to negative emotions. It provides a sense of resilience and the belief that things can and will improve, even in the darkest of times.
  • Building community and support: Hope can bring people together, fostering a sense of unity and solidarity. During war, individuals with hope often seek out and connect with others who share their optimism and determination. This sense of community and support is crucial for resilience, as it provides a network of individuals who can offer emotional support, encouragement, and practical assistance.
  • Adapting and finding solutions: Hope encourages individuals to think creatively and find innovative solutions to the challenges posed by war. It promotes resilience by enabling individuals to adapt to changing circumstances, identify opportunities for improvement, and work towards positive change.

Overall, hope acts as a powerful force during times of war, enhancing resilience by providing individuals with the mental and emotional strength to endure, overcome, and work towards a better future.

4. Be at the Service of Others

To put ourselves at the service of those closest to us in order to take care of their immediate physical and emotional survival:

  • Doing whatever we can in the best interests of physical survival in the most supportive, generous, collaborative and creative way possible.
  • Listening to others attentively as much
    as possible.

Being at the service of others can help create resilience during times of crisis such as war because it fosters a sense of purpose, builds social connections, and promotes a sense of unity and collective responsibility. Here are a few reasons why:

  • Purpose and meaning: Serving others during a crisis provide individuals with a sense of purpose and meaning in their lives. It gives them a reason to keep going and persevere through difficult times. By focusing on helping others, individuals can find solace in knowing that their actions are making a positive difference in the lives of others, even amidst the chaos and destruction of war.
  • Social connections: Serving others during a crisis often involves working together in teams or communities. This creates opportunities for individuals to build strong social connections and support networks. These connections can provide emotional support, encouragement, and a sense of belonging, all of which are crucial for resilience during times of crisis. By working together, individuals can share their burdens and find strength in the collective effort.
  • Unity and collective responsibility: Serving others fosters a sense of unity and collective responsibility. During times of war, communities often come together to support and protect each other. By actively participating in service, individuals contribute to the overall well-being of their community, which strengthens the bonds between community members. This sense of unity and collective responsibility can help individuals withstand the challenges of war and create a resilient community whose members supports and uplifts each other.
  • Psychological benefits: Serving others can have positive psychological effects on individuals. It can provide a sense of satisfaction, fulfillment, and a boost in self-esteem. These positive emotions and feelings can act as protective factors during times of crisis, helping individuals cope with stress, trauma, and adversity more effectively.

Overall, being at the service of others during times of crisis like war can help create resilience by providing individuals with a sense of purpose, building social connections, fostering unity, and promoting positive psychological well-being. These factors contribute to the ability to bounce back, adapt, and persevere through challenging circumstances.

5. Transform and Channel.

transform and channel

Although it is practically impossible to justify or excuse situation of violence nor is it easy to forget the damage caused, the most radical, extraordinary, powerful, practical and emotionally healthy response of kindness might be a proper medium to do so, and engaging in it for the long term leads to transforming and channeling the emotional energy of fear and rage into compassionate energy of forgiveness on behalf of the aggressor. The reparation of the damage caused, and construction of new realities of future may coexists.

From a state of serenity and the practice of mindfulness and unconditional kindness, it is possible to think re imagine and rewrite realty. Afterall, reality is truly in the eye of the beholder. Here are a few examples:

  • “No truth is totally true; it is only partly true at best. Do not categorise, do not judge, do not align yourself with any ideology. What I think and believe today is different from what I thought and believed some time ago and what I will think and believe years from now…”
  • Truths can be considered relative and subjective because they are shaped by individual perspectives, beliefs, and experiences. Different people may perceive and interpret the same information or situation differently, leading to varying conclusions about what is true. Cognitive biases and personal biases can also influence how individuals perceive and accept certain truths. These biases can be based on cultural, societal, or personal factors, which can lead to different understandings of what is true. Furthermore, truth can be influenced by the context in which it is presented. The same information can be interpreted differently depending on the cultural, social, or historical background of the person receiving it. This means that truth can be relative to a particular context or situation.
  • Additionally, truth can also be subjective because it often involves personal beliefs and values. What one person considers true may be different from what another person believes to be true, based on their own values and beliefs. This subjectivity makes truth a matter of personal perspective and perception.

In summary, truths are relative and in the eye of the beholder because they are influenced by individual perspectives, biases, experiences, and cultural contexts.

“If I had been born in a different place, had lived through different social circumstances, different friends, different family, different environment, different education… If I had suffered certain abuses, treatment, abandonment, contempt, discrimination… What would I be like today? Perhaps like the aggressor who is now killing us…”.

Thus, forgiveness is possible.

In fact, we are all united with everyone from the genetic matter that constitutes us as the human species of Homo sapiens. We all come from the first living beings that existed. We are all biologically interdependent siblings.

Hopefully we Homo sapiens will one day evolve into “Homo amabilis”, being aware that the brain response of unconditional kindness is much more convenient for our survival as a species than the response of endless revenge or violence.

An apparent paradox: War crisis and despair leads to growth

When we show kindness to others, we build strong relationships and create a sense of community. These connections provide a safety net during challenging times, as we can turn to others for support, encouragement, and assistance.

While it sounds like an unbelievable paradox, research shows that the aftermath of crises, such as wars and other disasters can lead to growth and renovation because they force individuals or societies to reassess their current situation and make necessary changes. When faced with a crisis or feeling despair, people are often pushed out of their comfort zones and are forced to confront their weaknesses, limitations, or failures. This can lead to a period of self-reflection and introspection, where individuals or societies evaluate their values, priorities, and goals. During this process, people may discover new strengths, develop resilience, and gain a deeper understanding of themselves and the world around them. They may also become more open to change and more willing to take risks to overcome the crisis or despair they are facing.

Additionally, crisis and despair can bring people together and foster a sense of community. In times of adversity, individuals often find support and solidarity with others who are going through similar experiences. This shared experience can create a sense of unity and motivate people to work together towards finding solutions and creating positive change.

Ultimately, crisis and despair can serve as catalysts for growth and renovation because they challenge individuals and societies to adapt, innovate, and evolve. They can lead to new perspectives, new ideas, and new approaches that can bring about positive transformation and renewal.

Conclusion

Resilience during times of war and dystopia is indeed a significant challenge. The stress of armed conflict creates a multitude of physical, emotional, psychological, political and economic hardships that can severely test the resilience of individuals and communities.

War often results in the loss of loved ones, destruction of homes, and displacement of communities. These traumatic experiences can have long-lasting effects on individuals, making it difficult to bounce back and rebuild their lives. During times of war and conflict, people live in constant fear and uncertainty. The threat of violence, displacement, and loss can create a sense of helplessness and anxiety, making it challenging to maintain resilience.

Despite these challenges, resilience can still emerge during times of war and conflict. Communities often come together to support one another, find ways to adapt, and rebuild their lives. Resilience during these times is about finding strength in the face of adversity, adapting to new circumstances, and seeking support from others. It requires a combination of individual and collective efforts to overcome the challenges and rebuild lives in the aftermath of war and conflict.

While there are various approaches to enhancing resilience, this paper suggests a distinctive perspective centred around unconditional kindness. The emergence of unconditional kindness involves showing empathy, compassion, and support towards oneself and others, without any conditions or expectations. This approach to resilience recognises the importance of fostering positive emotions, building strong relationships, and cultivating a sense of love and belonging.

We are all united with everyone from the genetic matter that constitutes us as the human species of Homo sapiens. We all come from the first living beings that existed. We are all biologically interdependent siblings.

Firstly, practicing unconditional kindness towards oneself can significantly contribute to resilience. This involves being self-compassionate and understanding when facing challenges or setbacks. Instead of being self-critical or judgmental, individuals can offer themselves kindness and understanding, recognising that everyone makes mistakes and experiences difficulties. This self-compassion helps in developing a resilient mindset by promoting self-acceptance, self-care, self-confidence and, ultimately, self-esteem.

Secondly, extending unconditional kindness to others can also enhance resilience. By offering empathy and support to those around us, we create a sense of connection and belonging. This social support network becomes crucial during tough times, as it provides a safe space to share experiences, seek advice, and receive emotional support. Acts of kindness towards others not only benefit them but also foster positive emotions within us, leading to increased resilience.

Furthermore, promoting a culture of unconditional kindness within communities and organisations can have a profound impact on resilience. When kindness becomes a shared value, individuals feel supported, valued, and motivated to overcome challenges. This can be achieved through initiatives such as kindness campaigns, peer support programmes, or fostering a positive, participative and inclusive work environment.

As Homo sapiens, we need the resilient re-evolution of unconditional kindness!

About the Authors

Salvador Garcia SanchezDr. Salvador García Sánchez is a medical doctor and social psychologist. He is a professor at the University of Barcelona. He is a co-founder of the Butterfly Movement, a eutopic alliance of values and conversations between old and young generations aiming at pollinating unconditional kindness to self and others. Creator of the “Values Intelligence” model and the “Cards on the Table” conversational tool.

Dr. Simon L. DolanDr. Simon L. Dolan has completed his doctorate at the University of Minnesota in HRM and Work Psychology. He is presently a full professor and senior researcher at Advantere School of Management. He is a prolific writer (over 85 books and more than 150 articles published in scientific journals)) and founder of the think tank “Global Future of Work Foundation,” in which he serves as the president. He is the creator of the coaching and leading by values philosophy, methodology, and tools. More: www.simondolan.com

References

  1. https://en.wikipedia.org/wiki/Dystopia
    See: List of ongoing armed conflicts, https://en.wikipedia.org/wiki/List_of_ongoing_armed_conflicts
  2. https://en.wikipedia.org/wiki/Ch%C3%B6gyam_Trungpa
  3. https://www.stephengilligan.com/
  4. Gilbert, P. “An Evolutionary Approach to Emotion in Mental Health With a Focus on Affiliative Emotions”. Emotion Review 7(3). July 2015
  5. Salvador Garcia (2018) Inteligencia de Valores. Alicante: ECU. English version forthcoming: “Values Intelligence: a good step inside and three steps forward”.
  6. Howard Gardner (1993) Multiple Intelligences. Basic Books.
  7. Simon L. Dolan (2020) The secret of coaching and Leading by Values: How to ensure alignment and realignment (Routledge).
  8. https://www.clubofrome.org/publication/earth4all-scharmer/
  9. https://www.theworldkindnessmovement.org
  10. See: García, S. and Dolan, S (1997) La Dirección por Valores: la gestión del cambio más allá de la dirección por objetivos (McGraw Hill); Dolan S.L., Garcia S., Richely B (2016) Managing by Values:
  11. A corporate Guide to Living, Being alive and making a living in the 21st Century (Palgrave MacMillan).
  12. Dolan, S.L. Brykman, K., (2024) The Art and Science of Building Trust (forthcoming in 2024).

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The Art of Future Design — Part II: Deployment, Wholeness, and Impact on Human Beings https://www.europeanbusinessreview.com/the-art-of-future-design-part-ii-deployment-wholeness-and-impact-on-human-beings/ https://www.europeanbusinessreview.com/the-art-of-future-design-part-ii-deployment-wholeness-and-impact-on-human-beings/#respond Sun, 24 Sep 2023 02:38:55 +0000 https://www.europeanbusinessreview.com/?p=192399 By Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich, and Claudio Cisullo In this article, we extend the logic that was previously published in Part I of this […]

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By Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich, and Claudio Cisullo

In this article, we extend the logic that was previously published in Part I of this journal and explain the requirements for a successful deployment of future design. We argue that we must holistically evolve in order to be capable of designing, and living within, the best future design possibilities. We also discuss implementation issues that complement those provided in Part I.

Deploying the Future Design Framework

Overview

Future design work begins with asking the question: “What do we want to focus on?” The answer may be more difficult than it sounds. For example, a team of people may decide they want to focus on designing the future for education. This focus may be general: the generic future of education. It may be specific: the future for a specific age group or market (such as higher education or executive education). It may be geographically targeted: the future of education in Brazil. The direction may (and probably will) shift at any time in the organic implementation of the future design process.

As designing moves forward to address the future, the level of confirmed information and knowledge will decrease in proportion to unknown information.

The designer begins by exploring the context of the actual situation. From here, a definition of the key elements, key statements, and key issues of the emerging future and remote future emerges. The deeper and more intense the exploration of the actual situation, the deeper and more intense will be the definition of emerging future and remote future. In order to understand and imagine the fullest expression of the remote future, the designer(s) will need to cluster and mesh all the gathered and imagined insights, information, knowledge, and wisdom from both the actual reality and the emerging future. The latter will include employing tools to reach out to the future, beckon the future, and listen to the future, pulling its insights and wisdom back into the design process moment. A variety of visual models can be created to draw a wide range of insights from multiple intelligence sources (e.g., mind, body, heart, and spiritual) into the wisdom-seeking design process.

As designing moves forward to address the future, the level of confirmed information and knowledge will decrease in proportion to unknown information. The designers’ perceptions will need to be developed so that each member of a team itself will be capable of clearly seeing the future with sincere empathy. Activating heart intelligence will support these processes as well as guide the designers to the most appropriate source of knowledge. These sources may include historical information, international experiences, other people’s views (especially controversial ones), interdisciplinary knowledge, and multimedia medium. Contradictory insights should be especially noted. Key factors to observe, discuss, and creatively address in this process include:

  • Do you see linear progression (i.e. more of the same)?
  • Do you see natural ageing or decay of current elements?
  • How do you measure the probability that actions will occur?
  • What level of hype is affecting the situation (tech hype, tech progress, acceptance, applications, etc.)?
  • What trends and mega-trends may be converging?
  • What black swans and / or jokers may be present?
  • What unexpected discoveries and breakthroughs may occur?
  • What changes are already occurring today that may lead to future outcomes?
  • What is the market drive or demand for the element?
  • What are possible points of no return?

The Future View

exhibit 1 future view

It will be of the utmost importance to integrate mesh learning and clustering of all insights and information as well as to utilise skills of creativity, intuition, imagination, and dreaming in the process of designing the emerging and remote futures. Using a visual model such as described in Exhibit 1 can help to gather insights as well as to communicate them with greater shared intelligence. This Future View allows the design team to chart a middle way through a range of possible futures including the expected and anticipated future (forecast), the unexpected and unknown future (black swans), the wishful and ideal future (utopia), and the feared and undesired future (dystopia). This model will be used repetitively, with each use allowing for deeper dives and higher flights of possibility.

Direction and Action

exhibit 2

The Future Design Framework relies on the development of the direction of the project, the set of actions to lead us there, and the actual implementation of future option(s). Direction, as mentioned in Part I of this article, is the guiding star towards which we are headed. Actions are the choices made in the context of the current reality, emerging future, and remote future that are interrelated and mutually impactful. Direction, once set, will run in parallel with elected and implemented actions. Action operates in a variety of ways based on the designers’ perceptions, biases, and proclivities for implementation. For future design, it is action leading to implementation that will lead to purposeful and meaningful possibility (see Exhibit 2).

From Retro View to Future Navigator

exhibit 3

Once the future design description is chosen, the design team will move towards beckoning this future and listening to the future, acting as if this future has already happened. They will then look back in time (even to the present moment) in order to chart the historical decisions and actions that have led to this point. Such a “history” of dozens of years of change will also lead to deeper awareness of both the emerging and remote futures. This process will allow the team to develop a Future Navigator which can help it to navigate towards the future. This method is particularly useful for the creation of disruptive innovation future options (Exhibit 3).

Design Skills

There are several design skills that will be helpful in using the Future Design Framework:

  • Use constructive feedback (with oneself as well as with members of the design team) to create a thriving, successful design team. This includes several steps: 1) sharing appreciation for what has been proposed; 2) asking questions about its purpose; 3) describing one’s feelings and thoughts about it; 4) presenting one’s proposals for improvement; and 5) mutually dialoguing about the exchange.
  • Create a mesh of information and knowledge flows about the core (core business, core issue, core topic, etc.); neighbouring topics; relevant current and emerging contexts; and creative white spots.
    Use direct dialogue, virtual dialogue, and social networks to gather additional info, knowledge, ideas, and insights.
  • Create smart questions.
  • Create a sustainable flow of information, knowledge, insights, and wisdom, documenting relevant information, knowledge, and wisdom (along with their source).
  • Expand perspectives, information sources, skills, and insights about relevant and tangential topics.
  • Cluster the information within an ad hoc created framework to uncover hidden patterns.
  • Aim to become the most knowledgeable expert about the “topic.”

Specific Steps for Implementation

exhibit 4

Here are some specific steps to follow when using the Future Design Framework. Remember that it will be implemented through both linear and non-linear (circuitous) ways. These are summarised in Exhibit 4.

Success Factors for Working with the Future Design Framework

Success Factors

There are several success factors for the designer and team to contemplate and discuss as they work with the Future Design Framework.

A vision: The mindset we use to anticipate the future will guide its creation. To create our most positive future, we believe it is essential to hold a positive, flourishing, and hopeful mindset.

We envision a new world, one with a new society, a new economy, and responsible leadership that focuses on developing a thriving quality of life for all. Old paradigms are replaced with new ones, developed collaboratively and inclusively across disciplines, cultures, and power structures. The fundamental principles for governance and leadership are collaboration, partnership, care, and creativity. The future way of life blends real and virtual worlds; artificial intelligence is used to create a sustainable, decent life for all the inhabitants of the planet. AI-based entities and robots are allies and partners with human beings. Work is redefined and redistributed between highly intelligent machines and robots and human beings. Human work and the parallel understanding of leisure will continually shift, yet we believe both will be an increasing source of meaning and value in people’s lives, organisations, communities, and society.

Values underlie ethical decision-making, a process that involves weight values against each other and chooses which ones to elevate.

Constant reflection: This vision cannot occur without numerous questions being reflected upon, again and again and again. Over time, the questions and their answers will change and, in fact, must change, as the context will be ever-evolving. Thus, the skill of reflection and the ability to gather, synthesise, and explore—along with the capability to creatively destruct and mutually integrate information, knowledge, and wisdom—must be developed. Some questions to ponder include:

  • How is work defined?
  • Who is in charge? Who controls who and what?
  • What is the value of leisure? Is human work a necessity or a privilege?
  • Can human beings choose their work and “career” path?
  • What ethical models can we, and should we, put in place to control technologies and their integration / substitution with work? How can we do this?

Values and ethical decision-making: Given the potential we have as human beings to watch (or even to create) either the destruction or the flourishing of our society and all that we stand and live for, it is time for us to live from our values. Values are the individual beliefs that motivate people to act one way or another, guiding human behaviour. Schwartz has identified basic, universal values that are shared by people across all cultures that are defined according to their underlying motivations.1 They arise out of three universal requirements of the human condition: the needs of individuals as biological organisms, the requisites of coordinated social interaction, and the survival and welfare needs of groups. These values are categorised into four groups: openness to change (self-direction and stimulation); conservation (security, conformity, and tradition); self-enhancement (hedonism, achievement, and power) and self-transcendence (benevolence and universalism). Some values have intrinsic worth (e.g., love, truth, and freedom), while others describe behaviours or traits that are instrumental, the means to an end (e.g., ambition, responsibility, and courage). Still other values are considered sacred and act as moral imperatives for those who believe in them. This type of values are seldom compromised because they are perceived as duties rather than alternatives to be weighed in decision-making.

Values underlie ethical decision-making, a process that involves weighting values against each other and choosing which ones to elevate.2 For the process of designing the future, pundits, scholars, and leaders of many disciplines — including the sciences, technology, medicine, arts and humanities, literature, business, government, etc.—recognise that it is the time for defining our values and ethical decision-making. Ethical decision-making, too, is a collaborative process that must be undertaken by people of different cultures, backgrounds, disciplines, and levels of power. Here, again, are reflective questions that must be pondered upon in this process:

  • Who will / should be involved in the definition of values and ethical decision-making?
  • What values (shared, intrinsic, instrumental, and moral imperatives) matter, both today and in the future?
  • How will we conduct, manage, and lead from the ethical decision-making process?
  • How do we stay abreast of the changing context and its impact on values and ethics?

Generational involvement: Throughout the ages, each generation has tended to view the world and all its challenges and opportunities with different mindsets and behaviours from other generations.3 Great events in history affect the lifestyles of a generation and affect different generations differently. Generational behaviour also affects how and when we participate as individuals in social change or social upheaval as well as how we see our present reality, our future, and our past. Baby boomers, for example are idealists, loathe narcissism and self-satisfaction of their peers yet are also self-centred in orientation. Gen X-ers are self-reliant, self-sufficient, and sceptical and don’t trust in the permanence of things. Millennials are confident and goal-oriented. They respect egalitarian leadership, seek an integrated work / life balance, and are oriented to the collective self. Gen Z-ers are more protective, self-taught, and self-aware in their orientation. Furthermore, different generations also have different views of technology. Whereas millennials are technology-dependent and hyperconnected through mobile devices, instant messaging, and texting, Gen Z-ers have developed with the personalisation of technology and content—a capability that will enable this generation to self-educate and experience individual growth across their lifetime.

exhibit 5As we contemplate, envision, and design the future, it will be necessary to collaborate in cross-generational teams, extensively leveraging young people and new generations of young people over time so that we benefit from their new perspectives, values, and mindsets.

Transformation of perception: To be capable of designing the future, we will need to overcome the limitations of human beings to perceive the reality around us so that we can create anew. This will require us to activate new sources of intelligence, imagination, intuition, and dreaming.

In order to design the future, each human being needs to continue to evolve as a complete and whole being capable of operating at multiple yet integrated levels for, after all, the human being is a most miraculous creation of nature.

For this to happen, people will need to learn how to “deform” or detach the perceptions we hold that are mere projections arising out of stored neurological patterns that influence our views, behaviours, and decisions. These stored patterns are deeply layered, conscious and unconscious, built and reinforced over time, affecting our world view and all that we claim to be true. How often do we actually question how we see, why we think the way we do, our judgements, cultural and personal biases, values, and truths that we hold most dear? Our embodied worldview colours our view of everything we see and do and define our mental comfort zone, which feels safe and familiar; our framing of the possible and impossible; our likes and dislikes; our expectations of ourselves and others. We are controlled by the human habit of projecting the past upon the present as well as the future, generalising experiences and preferences, expecting other people to concur with our views.

To get meaningful insights about the future, it is necessary to transform our nervous systems so that we are capable of seeing from the present moment (releasing our attention to both the past and future projections); exploring relevant actual context; and listening to the emerging and future context. Listening to the future will require holding empathy for the future and the people we work with, crossing space and time, while simultaneously being capable of increasing our ability to work within increasingly complex systems and webs of knowledge.

How do we most easily and sustainably achieve this level of neurological change? It starts with heart intelligence.4 By accessing the power of the heart with practices and tools, those biases, prejudices that are locked in our nervous systems can be transformed, allowing access to our higher cortex, the part of the brain where values, flexibility, and systems thinking reside. Through the heart, we can access intuitive intelligence and heart qualities such as care, compassion, dignity, peace, calm, joy, and love while also enabling us to activate empathy so that we create a sincere relationship with the future.

As heart intelligence supplements mindful intelligence and even spiritual intelligence and we deepen our capacity for handling complexity, we can also pour in more information, knowledge, and wisdom by studying, and reflecting on, our history, international experiences, and other people’s views (even if controversial).5 We may also be able to integrate new sources of knowledge and experience such as artificial intelligence and the metaverse.

From here, imagination and dreaming are born.6 We are able to leave our mental comfort zone —our home base of paradigms and expectations—and venture to the beyond, a new universe of ideas and concrete realities, hope, and possibilities. This is a bold undertaking, not just an intellectual adventure but a visionary, mindful, heart-filled, and spirit-led journey: the middle way through the opposing lenses of dystopia and utopia.

Transformative and meaningful innovation and entrepreneurship:

success growth concept

Intelligence, intuition, imagination, and dreaming are key ingredients for transformative innovation — the tool of entrepreneurship that energises the creative destruction process and enables the creation of something new that creates significant and lasting change. To be transformative, innovation and entrepreneurship deliver meaningful value and sculpt the paradigm of meaningfulness for people and society.

Responsibility and partnership: No longer will it work to ignore, or pretend to not see, the crises we are facing. As human beings have created most of our most critical global issues, it is up to us to solve them. This will require great work by courageous people representing a multi-coloured and multi-layered tapestry of capabilities, experiences, and sociocultural backgrounds—all of whom are stakeholders in our shared and future world, all of whom offer unique value for creating solutions and designing the future. We see three pathways to success:

  • Conduct transformative innovation via entrepreneurship, focused on delivering financial, social, human, and planetary impact.
  • Create communities built on partnership rather than the old paradigm of domination.7 Communities will include both digital and virtual ones while partnerships will include both human-to-human and human-to-intelligent machine collaborations.
  • Develop heart-, purpose-, and action-centered communities—fueled by shared values and inspired with new sources for intelligence, imagination, intuition, and dreaming—that are able to create a new future out of our current experiences of breakdown, crisis, and destruction.

A Model of Wholeness for Human Beings

exhibit 5

The human being is a most miraculous creation of nature. Every individual is a unique and highly complex system who lives within a relational web with other unique, complex human beings. The human system is vast and diverse, a microcosm within the macrocosm of the universe. Both the individual and his or her groups have the incredible potential for learning, being, and creating, all of which are rarely fully developed. In order to design the future, each human being will therefore need to continue to evolve as a complex, whole, and integrated Self as well as member of multiple communities.

The human experience operates at multiple levels, all of which originate with the Self (see Exhibit 6). One useful conception is the “mind-body-soul” connection that incorporates multiple elements of wholeness. A whole person has personal and professional lives that interconnect, and mental, emotional, physical, and spiritual spheres that influence and interact with each other. Thoughts and feelings affect one’s physical well-being, which, in turn, impacts one’s thought process. One’s spiritual well-being brings a sense of purpose and meaning in life, including morals, ethics, beliefs, and faith, and sets the overall context for mental, emotional, and physical well-being. The power of heart intelligence integrates with, and balances, the intelligence of the rational mind, empowering resilience and well-being, and serving to heal stress, bias, and emotional patterning stored in the nervous system.8

Although mind, body, and soul do not operate alone, it’s useful to look at their foundational roles and contributions to the human experience. The mind is the home of knowledge, wisdom, consciousness, and choice. It is the home of rational intelligence and the intellect as well as cognitive and meta-cognitive capabilities. From here, understanding, imagination, and free will is born. Within the heart lies feelings and emotions, heart qualities and values, and the foundation for heart intelligence.9 Here, emotions and values interplay. By activating positive, regenerative emotions such as care, compassion, calm, respect, dignity, joy, and love, one can bring coherence to one’s neurological system and being. By activating heart intelligence, one can access one’s higher brain functions as well as higher self and wisdom. One is also capable of creating true connection and relationships with other people. The body is the home of the physical aspects of life: the beating of the heart; the circulation of the blood; the five senses; and sensuous aspects of love. The body holds the person’s physical characteristics and attributes as well as embodied mind, competencies, and emotions. Within the body, one feels from the gut and experiences the range of toxic to energising moods.

There are many overlaps in this inner system. Intuition arises within the heart and body. Entrepreneurship incorporates the mind and heart. Purpose is borne within the mind, heart, and spirit. Wisdom encompasses and integrates all the contributions of the heart, mind, body, and soul.

The Self incorporates the whole being in the statement, “I am.” Bigger than Descartes credo (“I think, therefore, I am”), the Self integrates the inner context of self with external reality. This holistic being manifests in everything from one’s unique fingerprint and personal presence to one’s presence within the dynamic, transforming community of other Selves. The Self also mirrors, embeds, and is embedded in the Higher Self, placed at the transcendence level of Maslow’s hierarchy of needs—the very highest and most inclusive or holistic level of human consciousness.

It is out of this system of the Inner Context of the Self that meaning is made. Every aspect of the Self (mind, body, spirit) seeks meaning, yearns for expression, and longs for purpose. Human beings are born for meaningfulness that is embedded in our cells, breath, and spirit.

We can thus extrapolate important conclusions:

  • Life is a permanent quest for meaning and meaningfulness.
  • Meaning is contextual, born in, and affected by, the interplay of internal and external contexts.
  • Meaning can bring us closer to transcendence.
  • People hunger for transcendence.
  • We can experience meaning on many different levels within the maze of life: individuals, group, team, community, society and even humanity.
  • Life offers a networked, complex maze of diverse and purpose-filled, meaningful relationships.
  • Our quest for meaningfulness results in purpose, contribution, and the legacy that we leave to our children and our children’s children.

The Path(s) to Meaning

There are many paths to meaning. One important path is creating value through living one’s values. This practice adds value to one’s life, community, and society. Another path is creating and living one’s dream life (based on one’s core values) using intuition, imagination, and a little bit of fantasy and fiction. The direction can be large and more “esoteric” in nature, such as making the world a better place, educating, or mentoring the next generation. Or it can be more job-specific, such as playing a role in the production of pharmaceutical products, delivery of health services, or the creation of an art form. Meaningfulness is an important indicator of value; values are an important driver of meaningfulness.

Over time, as we move from observing how things are to wondering why things are the way they are, wisdom grows. We discover the difference between having and being. We uncover what really matters. We recover life’s meaning. This shift in values and questions may occur from the natural ageing process. Often, it is the result of a dramatic life change, a crisis, a monumental event that shakes us to the core, splits us open to reveal a hole within, a question never asked, an answer never found, a part of oneself that is yearning to be born. All of a sudden, we become aware of our life, the meaning of our life, the limited time we have yet to be here. We reflect on all the time we have drifted through life, living a life that others have expected. We appreciate the value of the present, the now, the living that occurs in the sacredness of every present moment. We wake up to an inner command: it is time to design one’s own purposeful life.

Summary and Conclusions

The Paths to Meaning

By gathering all our insights, imaginings, intuitions, and contextual information into this model, we can begin to chart the middle way for designing a desired future. Multiple iterations of this entire process will serve to expand the possibilities for the future, giving the team the opportunity to collaboratively co-create the future of education, as an example. This co-creative process must take into account the expected and anticipated future (forecast), a wishful and ideal future (utopia), an unexpected and unknown future (black swans), and a feared and undesired future (dystopia).

Over time, as we move from observing how things are to wondering why things are the way they are, wisdom grows. We discover the difference between having and being. We uncover what really matters. We recover life’s meaning.

We know that we stand on the precipice of change. With one foot in the past and another in the present, our eyes scan two horizons: to the west lies the setting sun; to the east, the rising sun. The competing pulls urge us to let go of the pure rule of traditional paradigms, the “Western civilisation” as we have known it, while it beckons us to anticipate the new, to wonder what lies on the other side of the eastern horizon. We sense the possibilities. From contextual analysis, we see the dawn of major breakthroughs in astrophysics, elementary physics, biosciences, and medicine, many supported by advanced technologies. Perhaps the discoveries and innovations made in this era may be as great as those made 100 years ago by Einstein, Bohr, Heisenberg, Rutherford, Hubble, and many others.

Living in today’s transforming world demands great imagination, intuition, courage, and intention. In this present moment, we stand on the precipice of great possibility and great harm, encouraged by the work of hope-filled leaders and our own desire to live meaningful lives and to create a better world. Bubbles of joy, inspiration and love beckon us forward—all of us, every human being—to contribute our dreams and capabilities in the design, co-creation, and innovation of today and tomorrow. To walk the journey, we need the right arrows in our quiver: shared values, a targeted direction, a range of actions, and integrated understanding of the complex context involved in designing the current, emerging, and remote future. As we contemplate the future and the impact of the disruptive forces surrounding us, we know we must seek positive energy and hope over lack of control, fear of change, and the unknown in order to move forward.

Though it is unseen and unknown, the future is and can be born in our imagination. As students, learners, leaders, and human beings, we have the ability to leverage the poignant possibilities and achievements of the Cyber-Age to newly imagine society and economy. The emerging world view and awakening values will guide us in walking through the messiness of change we are living through today: high volatility, increasing uncertainty, growing complexity, and heightened stress and ambiguity. The creative process requires stepping directly into the creative void, experiencing the breakdown in order to achieve breakthrough, and allowing the future to speak to us, to pull us forward to what is yearning for creation.

The proposed Future Design Framework can be applied to designing the many dimensions of the future that lie before us: humanity, society, and planetary survival; business, organisations, teams, and leadership; global, regional, and local issues; social, economic, and cultural challenges; a single life, a family, or nation; or even the future of change itself. Over time and space, the role of information, knowledge, and facts will be replaced by the fruitful outcomes of intuition, imagination, and dreaming. Our ability to handle complexity will improve; our fear about the future will decrease. Our capacity for future design will improve, the more we practise it ourselves and with others. As human beings living in human societies, we have the great capacity to learn, creatively destruct, and transform—standing tall while walking the middle way to our shared future that is born of imagination rather than destiny.

About the Authors

Kristine Marin KawamuraDr. Kristine Marin Kawamura is currently a Clinical Full Professor of Management at the Drucker School of Management, Claremont Graduate University (California, USA). She is also the CEO and founder of Yoomi Consulting Group, Inc., a leadership success and organisational transformation company. Her research, as well as her overall purpose, is focused on transforming leadership, organisations, societies, and individual lives with Care—a core resource for creating extraordinary connection, authenticity, resilience, and engagement in organisations and unlocking new levels of human, technological, and societal impact. www.cgu.edu/people/kristine-kawamura/ or https://yoomiconsulting.com

Mario RaichDr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organisations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy and Executive Director at”Raich Futures Studies” in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society, education, business, and work.

Dolan SimonDr. Simon L. Dolan is currently a senior professor and researcher at Advantere School of Management (Madrid) and the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona. He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 80 books on themes connected to managing people, culture reengineering, values, coaching, and stress and resilience enhancement. He has also published over 150 papers in scientific journals. He is an internationally sought speaker. His full CV is at: www.simondolan.com

Ulrich DavidDr. Dave Ulrich is the Rensis Likert Professor at Ross School of Business, the University of Michigan, and Partner at the RBL Group (www.rbl.net), a consulting firm focused on helping organisations and leaders deliver value. He studies how organisations build capabilities of leadership, speed, learning, accountability, and talent through leveraging human resources. He has written over 30 books and 200 articles on talent, leadership, organisations, and human resources.

Claudio CisulloClaudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a Board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG, and also the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company.

References

  1. See Source: Schwartz, S. H. (2012). An Overview of the Schwartz Theory of Basic Values. Online readings in Psychology and Culture, 2(1). http://dx.doi.org/10.9707/2307-0919.1116, p. 9.
  2. An interesting innovative methodology to assess dominant values has recently been designed and offered by Simon L. Dolan (co-author of this chapter); see: www.learningaboutvalues.com. Furthermore, there is a recent innovative online app enabling the assessment / audit of the ethical conduct of members of any organisation (see www.myDOVA.com).
  3. See https://www.nhhfa.org/wp-content/uploads/2019/10/Conference_Handout_Martin_2019.pdf and Strauss & Howe (1991) Generations. Morrow & Co: New York.
  4. See the work of Kristine Marin Kawamura, co-author of this article, for research on the power of heart intelligence to transform biases and integrate multiple intelligence and knowledge sources. http://www.yoomiconsulting.com/
  5. Ibid.
  6. For guidance, Melissa Allen describes simple ways to develop imagination. https://www.ideatovalue.com/crea/melissaalles/2016/04/10-surprising-ways-develop-imagination/
  7. See the work of Riane Eisler: https://centerforpartnership.org/resources/riane-eisler/
  8. See the work of Kristine Marin Kawamura, co-author of this article, for research and services related to the development of heart-centered leadership capabilities, regenerative emotions, and heart intelligence. http://www.yoomiconsulting.com/
  9. Ibid.

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The Art of Future Design — Part I: Framing, Assessing, and Identifying Relevant Contexts https://www.europeanbusinessreview.com/the-art-of-future-design-part-i-framing-assessing-and-identifying-relevant-contexts/ https://www.europeanbusinessreview.com/the-art-of-future-design-part-i-framing-assessing-and-identifying-relevant-contexts/#respond Sun, 09 Jul 2023 00:13:35 +0000 https://www.europeanbusinessreview.com/?p=187247 By Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo Our desire to design a better future for those coming behind must be guided by a […]

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By Kristine M. Kawamura, Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo

Our desire to design a better future for those coming behind must be guided by a new framework that considers the complexity of a yet unknown future and the different forces that influence it.

Throughout human history, people wake up to the fact that we are here for only a short “blip” in time. They may look up to a starry night and ponder the vastness of space, the greatness and smallness of their own lives. This sudden awakening to the preciousness of time inspires many to contemplate the meaning and purpose of their lives; their placement in history; their role in creating or at least influencing the future; or the power of their own choices to change direction, influence others, and contribute to the greater sense of meaning in the course of human history. It leads many to recognise that each one of us is a valuable yet momentary hero or heroine, living our life in a human society on a living, breathing, and changing planet.

Scientists and philosophers, too, explore the meaning of life within their respective disciplines and perspectives. We know from quantum mechanics, for example, that all material objects simultaneously exist as a wave and a particle. This paradoxical mystery also applies to the experience of being human beings. On one hand, we flow (sometimes bumping along) through the journey of our lives — growing, learning, changing, and eventually, moving into the great unknown. Simultaneously, at any one moment, time stands still and the greater context of our society and world is frozen in meaning and experience. We live each moment embedded in a specific society that is surrounded by a dominating “Zeitgeist” (a term often described as the spirit of the age, the overarching mood of that specific period that is constantly being created, and recreated, by the overarching ideas, beliefs, and events of that time.)

Life, itself, comprises waves and particles, experiences that are both individual and shared. Our moments in life are the particles; our journey through life, the wave. With life so short in the arc of the universe, our proposal is that one’s life should focus on goodness—being our better selves, contributing our strengths and values to create a better world, and taking action to design a healthy, thriving, and “best” future. Given the power that human beings have to envision the future, act, and produce impact, we see the value and responsibility for people of all cultures, disciplines, and walks of life to create meaningfulness, happiness, and even bliss for ourselves and others with whom we walk our journey through life’s moments.

This is the first of a two-part article. In part I, we discuss why we need a new framework to guide our efforts to design the future. We describe the Future Design Framework (developed by futurist Mario Raich, coauthor of this paper), and its foundational concepts. The issues discussed hereafter become of utmost relevance, especially in view of the recent developments in artificial intelligence (AI), for which some fear that it can possibly destroy humanity (see: Delbert, 2022).1

The Need for a Future Design Framework

exhibit 1 and 2

Given that we don’t know the future, seeking to design the future is simultaneously stimulating, presumptuous, and terrifying. We can’t see it, touch it, or fully anticipate its possibilities and risks. Human beings live within an external, environmental context of forces, paradigms, assumptions, and axioms. We also operate from an internal, inner context that has been shaped over time. In this paper, we describe the positive and negative interpretations of the disruptive forces we face today and propose longer-term possibilities that may arise from these forces. We then present a model that portrays the complex, inner life of human beings and suggest methods to harness the potential capabilities that people may bring to the future design process. We propose that understanding our outer and inner contexts is a necessary process for future design and for creating meaningfulness in our work and lives.

Environmental Forces for Change

Most business professionals, strategists, and innovators are familiar with the process of analysing environmental forces through the lens of PESTELDG, a nomenclature that stands for, political, economic, sociocultural, technological, environmental, legal/regulatory, demographic, and global forces. All of these numerous interconnected forces characterise the present reality, which together formulate the current worldview we hold both as we perceive today and the future.

The Other Forces for Change

Technology and Economics as a Force for Change

Several interrelated elements of a PESTELDG analysis attract our attention. First is the advent of the Cyber-Age, which has moved us into a world in which digital systems—operating on their own, interacting with more conventional physical systems, human beings, and the environment—have flattened, quickened, and connected our world. This era is ripe with the potential transformation of business, education, culture, and society. Given the potential of the fourth industrial revolution to revolutionise the speed and scope of the creation and destruction processes, it mandates new regulations and changes in political systems and the role of government. Second is the convergence of advanced technologies—especially virtual reality (VR), alternative reality (AR), and AI—with their potential to alter our life and work, far beyond anything we can envisoin or expect. Advanced technologies also present new avenues for value-creation and new ways of working, living, and building relationships. There are also inherent risks and threats. Leaders and organizations may be unable to gather the full range of benefits or mitigate against the extensive spillover costs associated with advanced technologies. When technology is used to exacerbate polarisation, drive apart societies, and incent racism, terrorism, and war, it simultaneously increases anxiety and fear about the future threatens the destruction of the very fabric of society we honour and value.

Most powerfully and dramatically, the Cyber-Age facilitates the possibility to change the paradigm of the economy and economics and bring back meaningfulness into politics and the political-socio-cultural-economic systems that gird our world. For at its core, the central question of economics is to determine the most logical and effective use of resources to meet private and social goals by providing products and services that are valuable and meaningful, to individuals, communities, and societies. Our overwhelming drive for profit as a core element of capitalism, however, has motivated many leaders and organisations to exploit the planet and resources, creating spillover costs and negative collateral impacts on society and the environment. (For example, we accept the harmful and damaging impact of CO2 on the environment. We cannot even manage to gain agreement from the multiple stakeholders, in most industries and corporations around the globe, to work towards CO2 neutrality or to reduce their CO2 levels, much less acknowledge that we have a climate change problem!)

Creative energy plus transformational innovation inspiring entrepreneurship can help us shape our world for better or worse – a direction that depends on our guiding purpose.

The pervasive focus on profits has created profound distortions in the meaning of economy. Economics is really “economy in action.” The purpose of economics (along with the application of resources and innovation processes) is to provide meaningful products and services for individuals and society, meaningful value creation, meaningful work, and the sharing of created value (through work, education, and economic development activities). Work, in fact, gives meaningfulness to our lives and the opportunity to create relationships—what research has shown to be the most important basis for a healthy and happy life.2

The Western Zeitgeist as a Force for Change

The Western Zeitgeist (“spirit of the ages”) has been pervasive in nearly all our systems and primarily, the movement to capitalism.

The capitalism mindset has been forged from
many forces:

  • Hundreds of years of limitless growth and exploitation of resources have stressed the planet and people, exacerbating a toxic relationship with productivity and performance and widening inequities and inequalities in our systems.
    Societies of domination (white power) along with the subjugation of people of colour, native communities and cultures, and women. The control of human beings through slavery, marriage, and lack of opportunity has led to inequity and inequality across the globe.
  • The fake news in the social media that spreads like fire, with politicians taking advantage of the tools and content to manipulate us. All this carries the promises of a different future. But it is up to us whether it will increase the quality of life or become a threat to humanity.
  • The focus of the media on bad news, constantly fueling our worries and fears, as we see crises everywhere: financial crisis, political crisis, social crisis, etc. Whether real or perceived, existing or not, crises and threats are increasing our anxiety about living.
  • The lack of trust in traditional institutions such as corporations, governments, and religions has left people feeling cheated and betrayed by their leaders.
  • The poor decisions made by parents and adults have burdened young people with a pillaged planet and the responsibility to “fix it.” These paradigms have powerfully skewed our perceptions (and thus our decision-making) for hundreds of years. Thus, our current reality as well as the one we project into the future is based on biases and judgements cemented not only in our own minds but also in our communities, organisations, societies, and institutions.

The Inner Context as a Force for Change

inner context

As human beings, we need to develop the capacity to overcome our limitations to perceive the reality around us as well as transform the layered perceptions we hold that have been “hijacked” by cultural and personal biases. This will empower us to reimagine, redesign, and reinvent our systems and paradigms in our quest to design our “best” future.

We believe there are three patterns that need transformation:

  • Our tendency to view the world from the lens of our reality; what we see mirrors our stored memories, experiences, and perceptions influenced by the dominating worldview (Zeitgeist), biases, and even prejudices—all of which are stored within brains and nervous systems. These affect what we consider as possible and impossible, acceptable and unacceptable as well as our likes and dislikes and mental comfort zone.
  • Our human habit to project our past experiences and present status into the future.
  • Our propensity to project our own experiences, views, and preferences onto others, expecting them to feel, think, and behave similarly to ourselves.

How do we address these patterns and develop the capacity to view and hold the future with empathy? By adopting a hope-filled, growth mindset, making a courageous commitment to learn and grow, and undertaking the inner work to free oneself from these entrenched patterns3. There are many paths to this journey, depending on the individual. One may study human and social history; choose to travel, study, and/or work locally, regionally, and globally. One may develop relationships with people from a wide variety of backgrounds, mindsets, and cultures—appreciating both similarities and differences. One may also seek to develop a range of intelligence sources, expanding their own capacity to learn, connect with others, and collaborate.

An Important Note: Design Thinking Isn’t Enough

Although design thinking may be incorporated when designing the future, it may not be sufficient to address the complexity of thought process, creativity work, and transformation needed to achieve such a complex goal. In a few words, design thinking is a problem-solving process that focuses on solving the needs of a specific group of people, which is usually an organization’s customers.4 The approach matches customer needs with what is technologically possible and converts this into a business strategy that offers value and market opportunity. Design thinking can be used by all types of businesses as no one can ignore the changing needs and desires of their clients. Citing Grubel: “Design thinking draws upon logic, imagination, creativity, intuition and reasoning to explore the possibilities of what we could create to enable the desired outcomes for our end users.”5 The process involves five steps: 1) developing empathy for the end user; 2) identifying the problem; 3) using ideation techniques to create scenarios and solutions; 4) prototyping solutions; and 5) testing solutions with groups of consumers, users, and other stakeholders.

However, we see three critical weaknesses in attempting to design the future with this methodology:

Perception and bias: The team will implement all the steps using the current perceptions and biases of its members (and of the team itself). People’s brains and nervous systems are wired to recognise familiar patterns based on historical experiences and stored biases. The ability to empathise with the future will be based on the current reference frame and perceptions of the future.

Change and time: The design thinking process cannot address the fact that all inputs, outputs, and the process itself will evolve through the time and space involved in moving into the future.

Creative energy plus transformational innovation inspiring entrepreneurship can help us shape our world for better or worse – a direction that depends on our guiding purpose.

Selection and information bias: The group will also be affected by selection bias and information bias. The members selected to be part of the group will most probably not match the characteristics of future members (who will have evolved given the environmental disruptions we will be facing, such as the human-AI-robot interface). Information bias will most probably occur because key study variables, ideas, and prototypes that will be possible in the future will not be known today—again affected by the lack of ability to perceive the future with “new eyes.” Because of defining shared values as part of the design process, it will be difficult to “lift” above the group’s individual values and perceptions of the problem, solutions, and future possibilities.

We believe a new framework is needed for desgining the future.

An Overview of the Framework for Future Design

exhibit 3

The Future Design Frame-work has been developed to build a relationship with the future in three different ways. 1) To reach out to the future from our current reality; 2) To beckon, or call forth, the future to enter the creative void; and then, 3) To listen to the future when it appears in the design process. (See Exhibit 3)

exhibit 4

Unlike a traditional lineary framework, the future design framework is a sophisticated and circuitous (nonlinear) methodology that can be used to systematically explore, define, and create the future. It supports designers to utilise skills of imagining, intuiting, and intelligent dreaming along with action research and active planning to dynamically integrate both the direction and action over time and space.

exhibit 5The Future Design Methodology simultaneously comprises three modalities of time and space: the actual (and immediate context), the emerging future, and the more remote future—all three of which are juxtaposed within a world in great transition and a future that is in permanent and dynamic transformation. (See Exhibit 5). The framework thus provides a process that a) focuses on the desired future rather than the (currently) expected one; and b) views the emerging and future stages as dynamic rather than static. Because the framework works multi-dimensionally as well as cyclically, it allows us to cope with an ever-changing future as well as to take meaningful action along the way. In short, the framework allows us to develop a “future design,” which leads to the creation of both, or either, an emerging future view and a remote future view.

Concept Foundation-I: Management by Traction Framework

 

direction action

At the core of the Future Design Framework is the Managing by Traction (hereafter MbT) Framework.6 MbT is a simple and effective way to move forward in a dynamic form towards the selected direction. It acts as a simple feedback loop, building a dynamic and interactive relationship between “direction” and “action.” MbT incorporates five interdependent elements: 1) the context (an understanding of the world in transition i.e., driving forces, enablers and megatrends); 2) the MbT transformation framework (including three mutual feedback loops between direction and action: the actual, the emerging, and the future); 3) the direction (the guiding star towards which we are pointing); 4) the action (the nonlinear steps taken in quest of the direction within the changing context); and 5) the methodology utilised to discover and “find” creative solutions.

The application of action and direction in a design process, by themselves, are not new concepts. What is new, however, is defining and utilizing them in light of our turbulent environment; constantly changing players over time and space; the dynamic regeneration of three mutual feedback loops that are simultaneously changing and interdependent; and, the application of a “pull” strategy, in which the design process is pulling information and inputs from a future that does not yet exist.

It is important to understand the relationship between direction and action in MbT. With this process, the direction becomes an active part of the action, which can, in turn, continually influence and shape the identified direction. Direction and action, therefore, operate in tandem, with direction showing the way for the action, and action shaping the direction based on the outcomes implied in the direction.

Once the direction is established, the actions take the lead. The process continues as an interaction between the direction and action with three mutual feedback loops concurrently running (the actual, the emerging future, and the future). Continual assessment of the alignment between action and direction is required, in case corrections are needed.

Concept Foundation-II: Seeking the Middle Way between Dystopia and Utopia

dystopia

What is critical in the journey is that we begin by embracing “flaws,” differences, and points of conflict within the design process and team. As we imagine collaborative groups of people partnering with others from different communities and societies working in the design process, we know that we will see a wide variety of degrees of ideas and progress. Such work in the creative void is necessary to the innovation process. The all-encompassing partnership process is based on many principles, including mutual respect, trust, common ground, open communication, complementarity, honesty, acceptance of the unknown, and willingness to walk through a transformation (and grieving) process.

These principles will be necessary to guide partnerships to navigate the journey through two overarching emotional and creative-destructive forces:

  • Dystopia: the imagined state or society in
    which there is great suffering or injustice; typically, one that is totalitarian, post-apocalyptic; the after-effect of environmental disaster, with characteristics such as controlling, oppressive government, anarchy or no government, extreme poverty, and banning of independent thought;
  • Utopia: the imagined place or state of things in which everything is “perfect;” with characteristics of peaceful governance, equality for all citizens, a safe and healthy environment, and education, healthcare, and employment for all.

As we experience today’s disruptive forces, dystopia seems to prevail as we experience fear and anxiety (that is exponentially spread through social media). Utopia, on the other hand, seems more like a wishful dream we hold for the future of society. The utopian-dystopian dilemma creates a vacuum between the two opposing forces. We are pulled between competing values such as love and hate, greed and generosity, good and evil, individual and community, survival and transcendence, and differentiation and collective beingness. Within the void lies potentiality, imagination, and creativity—all sources of power to mitigate the lack of committed action some people call fate.

For future design, we seek to travel the middle way between dystopia and utopia. The middle way forms its roots in Buddhist thought, which describes the middle ground between attachment and aversion, between being and non-being, between form and emptiness, and between free will and determinism. The concept can be applied to any dualism or diametrically opposed pair; in between any two opposites lies emptiness.7 This creative potential is needed to develop and implement solutions that will allow us to preserve and enhance life quality and solve global issues that threaten the future of humanity. Creative energy plus transformational innovation inspiring entrepreneurship can help us shape our world for better or worse—a direction that depends on our guiding purpose.

How can we motivate others to follow the middle way? Though Max Weber said that the sword, money, and words are tools to motivate people, we believe that more powerful inspirations are imagination, dreams, and love. The future begins with the ideas in our heads, the purpose in our hearts, the tools in our hands, the values we share, and the dreams and imaginings of the human spirit.

Concept Foundation-III: Context Matters

exhibit 6

The future design process will be crafted from the complex interplay of past, present, and future contexts (See Exhibit 6). After all, the present moment is not a lone experience. As we stand in the present moment, we are rooted in a greater environmental context that has been built from past experiences, paradigms, and concepts. As we view the future from the present moment, it is a projected one, necessarily affected by the past and the present. Juxtaposed between the time and space of the past and future, the present moment is merely an arbitrary halt within the currents of time, ripples in space, and heartbeats we ride, the moment from which we dynamically project the future.

The context with which we perceive anything is always relevant. It is dense, complex, palpable, ever-changing and ever-being created. It can be continuously reimagined.
To easily understand the impact of context, think about your own life! You are an individual who can be differentiated by many attributes as well as skills, work and life experiences, talents, and interests. You have also been influenced ever since you were born by multiple systems, paradigms, and axioms: the political, economic, and social systems of your country; your cultural roots and values; your family’s priorities, rituals, and values; the rules defining good behaviour, rewards, and punishments that are defined by your family and society; and the assumptions that underlie every perception as well as process (including the meaning and application of the future design process!).

Context, too, establishes the foundation for our perceptions, including our individual mindset, worldview, and overarching Zeitgeist. Context provides the container for bias, spawns its development, and nourishes its perpetuation. Unless and until the designer is able to lift out of his or her bias, it serves as a concrete foundation in his or her nervous system. As the firmament for a society’s worldview and Zeitgeist, bias can rule and regulate the future design process.

Imagine how the designer’s perceptions and bias towards advanced technologies can impact their implementation and use in the present as well as greatly influence and control their role in the future. As we stand on the edge of the virtual frontier, many people are excited over the potential for artificial intelligence, the metaverse, virtual reality, augmented reality, and other Fourth Industrial Revolution technologies. They envision the possibilities for creating immersive experiences across sectors (technology, entertainment, education, and retail) and within business functions (product/service development, customer and employee experience), for providing interactive sensory space for human beings and whole communities in their daily tasks, for creating new and increasing sources of economic value.

On the other hand, this is scary stuff! We are challenging the separation of human beings and technology, somewhat like the separation of church and state. There are huge risks and negative potentials from lack of control as we seek to control human beings, mindsets, emotions, consumer purchasing, decisions and the like. Such fear will impact the range of potentialities born from these advanced technologies. Perhaps positively? Perhaps negatively? Time will tell.

The poor decisions made by parents and adults have burdened young people with a pillaged planet and the responsibility to “fix it.” These paradigms have powerfully skewed our perceptions (and thus our decision-making) for hundreds of years

The context set by science and philosophy is always changing as well as we can see in the changing view of the source of illness (arising from imbalance or God?), the perspective of the earth as flat or round, or the relationship between the greater cosmos and divinity.9 Designer Johannes Jörg writes that today’s cosmos tends to be free of divinity, has no centre at all, and is almost infinitely larger than anything that’s even possible to imagine.10 He also says that our ongoing understanding of ourselves will dramatically expand the boundaries of our inner cosmos, emphasising the importance of introspection (beyond the more objective avenues to knowledge such as empirical evidence and logical reasoning) to self-understanding. He writes, “It seems to me that Western culture in the beginning of the 21st century is facing a corresponding cultural situation regarding the inner cosmos. Looking inside the human intellect, one is faced with a similar, stubborn bias of perspective as we look towards the stars five centuries ago.” This evolving view challenges us to look at the biases we hold resulting from our greater contextual understanding. If change is to happen, it must start on the inside.

Whether we are talking about the past, the present, or the future, context matters. Our views of the future have developed over time, and its possibilities and risks defined in terms of our current context and perception. Even the very perception of context we hold is built on the systems, paradigms, assumptions, and axioms that have been taken to be true. A system (of thought as well as perceived reality) built this way can be logical and rational; it can be partially true or, in the worst case, totally wrong. We only have to look at the great number of false “truths” about the Covid-19 pandemic posted on the internet or perpetuated by “fake news” channels to see this lived out today.11

Summary of Framework Tenets

summary framework

The Future Design Methodology rests on several tenets:

  • When we are moving into the future, the unknown is only continuing to grow bigger in scope while also evolving at ever-increasing speeds. Additionally, we need to start with deeper insights into the actual context of the past, present, and future to both prepare for our journey and extend our understanding of the future.
  • Arising from advanced technologies, increased complexity in managing and governing organisations, and structures, processes, tools, and instruments become increasingly incapable of adequate application, we are living in a state of permanent transition. Context (along with contextual changes) is becoming a driving force of transformation. This will most likely lead to growing disruption and transformation in all key aspects of human life: society, economy, business, science, technology, education and politics.12
  • The future design process challenges us to move beyond our traditional strategic planning processes, intuition patterns, and sources of wisdom. It is designed to “push” (and “invite”) people and organisations to work beyond their comfort zone and reframe intuition patterns—a valuable capability in times of permanent change.
  • The Future Design Framework supports these needs by taking a complex and systemic view, employing visual models so that insights are more intelligent and communicable, and is developed for collaborative work.
  • The end users—and other beneficiaries of the design process—are the many diverse communities and societies that span our globe as well as their individual members who are all seeking to live lives of meaning while walking through transformations we can’t fully see or understand.
    Our ideation process must build evolution, transformation, and movement into its core and allow for the constant exploration of an ever-changing context (including both the environmental/outer context and the personal/inner context).
  • Prototypes must include possibilities yet not envisioned, provide meaningful and equitable impact, and integrate with advanced technologies that are continuing to evolve from today to tomorrow. Testing must occur at multiple levels—human, robotic, and AI as well as individual, relational, community, spatial, and all the interconnections between the modalities.
  • The definition of the “problem” needs to be examined as it will most assuredly be multi-layered, interdependent, and complex. Should we even be attempting to address the future? And what are our goals? To define it? Control it? Learn from it? Limit it? Or, co-create it?
  • Throughout all the design steps, we will need to access the greatest aspects of our imagination, intuition, and intelligence—surpassing the sole application of mind-based processes. Our quest is to design the future and to do so in a way that empowers and encourages us to see our current paradigms and assumptions that control our current views of the past, present, and future. This process must allow us to see (and cocreate) a future that does not yet exist—one that cannot be built by simply reorganizing past data and analysis processes. This process must also empower us to simultaneously engage today’s current reality, tomorrow’s emerging opportunities, and the future’s constantly-changing possibilities.
    This article is a reduced version of a forth coming chapter that will be published digitally in a book entitled: The Future of Work – An Anthology. My Educator (www.myEducator.com)

About the Authors

Kristine KawamuraDr. Kristine Marin Kawamura is currently a Clinical Full Professor of Management at the Drucker School of Management, Claremont Graduate University (California, USA). She is also the CEO and founder of Yoomi Consulting Group, Inc., a leadership success and organisational transformation company. Her research, as well as her overall purpose, is focused on transforming leadership, organisations, societies, and individual lives with Care—a core resource for creating extraordinary connection, authenticity, resilience, and engagement in organisations and unlocking new levels of human, technological, and societal impact. www.cgu.edu/people/kristine-kawamura/ or https://yoomiconsulting.com/yoomiq/

Mario Raich Dr. Mario Raich is a Swiss futurist, book author, and global management consultant. He has been a senior executive in several global financial organisations and an invited professor to leading business schools, including ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com) and Managing Director for the Innovation Services at ”Raich Futures Studies’‘ in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society, education, business, and work.

Dolan SimonDr. Simon L. Dolan is currently a senior professor and researcher at Advantere School of Management (Madrid) and the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona. He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 80 books on themes connected to managing people, culture reengineering, values, coaching, and stress and resilience enhancement. He has also published over 150 papers in scientific journals. He is an internationally sought speaker. His full CV is at: www.simondolan.com

Ulrich DavidDave Ulrich is the Rensis Likert Professor at Ross School of Business, the University of Michigan, and Partner at the RBL Group (www.rbl.net), a consulting firm focused on helping organisations and leaders deliver value. He studies how organisations build capabilities of leadership, speed, learning, accountability, and talent through leveraging human resources. He has written over 30 books and 200 articles on talent, leadership, organisations, and human resources.

Claudio CisulloClaudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a Board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG, and also the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company.

References

  1. Delbert C., (2022). There’s a Damn Good Chance AI Will Destroy Humanity, Researchers Say in a New Study. https://www.popularmechanics.com/technology/security/a41507433/stop-ai-from-taking-over/
  2. See: The Good Life: Lessons from the World’s Longest Scientific Study of Happiness by Robert Waldinger, MD, and Marc Schulz, PhD, Simon & Schuster (January 10, 2023) and The Good Life, An Interview with Robert Waldinger, https://hms.harvard.edu/magazine/sleep/good-life
  3. See www.yoomiconsulting.com for practices and guidance to develop this capacity.
  4. For an overview of the history of design thinking, see https://www.interaction-design.org/literature/article/design-thinking-get-a-quick-overview-of-the-history#:~:text=Cognitive%20scientist%20and%20Nobel%20Prize,as%20principles%20of%20design%20thinking
  5. Sundy Grubel, Design Thinking in Real Life, May 9, 2019, https://www.accenture.com/us-en/blogs/software-engineering-blog/sundy-grubel-design-thinking
  6. A full description can be found in a paper we published in The European Business Review in November 2020: Raich et al: Managing By Traction (MbT) Reinventing Management in the Cyber-Age, https://www.europeanbusinessreview.com/managing-by-traction-mbt-reinventing-management-in-the-cyber-age/
  7. For more, read the work of the philosopher-monk Nagarjuna (c. 2nd-3rd centuries, CE) from the Madhyamaka school. Madhyamaka – Encyclopedia of Buddhism https://encyclopediaofbuddhism.org/wiki/Madhyamaka
  8. See https://www.deviantart.com/andela1998/art/look-at-life-through-red-tinted-glasses-377908230
  9. Our study of science, philosophy—and all the systems and knowledge that underlay our thinking and decision-making —are all rooted in context. There are many examples of how new knowledge caused an evolution or even a revolution in thinking about our world. In medicine, shamans believe that illness comes from imbalance, soul loss, entanglement (taking on the energy of others), lineage patterns, or disconnection from the natural world. In the Middle Ages, people believe that “god” controlled everything, thus, god must also send disease and illness. Infectious disease doctors study how the pathogen and host interplay in the infectious disease process. With regards to the Earth and its relationship with the solar system, people used to believe that the centre of the Universe was the spherical, stationary Earth, around which rotated the Sun, Moon, stars, and planets. This view, established by Ptolemy (4th century BC) was only overturned when scientific findings from Copernicus, a mathematician and astronomer, proposed that the sun was stationary in the centre of the Universe and the Earth rotated around it. This controversial perspective also became seen as the start of the Scientific Revolution, which brought ground-breaking shifts to the human conception of the cosmos and humanness itself. The Copernican revolution launched a fundamental cultural transformation away from religious paradigms and towards scientific paradigms.
  10. See Jörg, Johannes. The Copernican Revolution of the human mind, October 31, 2021. (The Copernican Revolution of the Human Mind | Essentia Foundation) https://www.essentiafoundation.org/the-copernican-revolution-of-the-human-mind/reading/
  11. For example, once a statement such as, “This is not a pandemic,” is repeated (and by people with high levels of reputation capital or marketplace power) and is reinforced by people’s supporting beliefs and values, a conspiracy theory can transpire. Soon, the speaker and listener hear only this statement, and they seek out information that perpetuates it, blinding them from anything that refutes its core message. Reinforced and dogmatic repetition of any assumption, paradigm, or axiom can build into a false context, believed by many but without a foundation in reason, facts, or the truth.
  12. Raich M., Eisler R., and Dolan, S.L. (2014) Cyberness: The Future Reinvented, Amazon. https://www.amazon.es/Cyberness-Future-Reinvented-Mario-Raich/dp/1500673382; Raich M., Dolan S.L., (2008) Beyond: Business and Society in Transformation, Palgrave Macmillan.

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Imagining a Shared Journey into the Future of Work https://www.europeanbusinessreview.com/imagining-a-shared-journey-into-the-future-of-work/ https://www.europeanbusinessreview.com/imagining-a-shared-journey-into-the-future-of-work/#respond Fri, 05 May 2023 00:13:15 +0000 https://www.europeanbusinessreview.com/?p=181265 By Simon L. Dolan, Kristine Marin Kawamura, Mario Raich, and Dave Ulrich Work enables us to create value for ourselves and others. In our forthcoming book on the Future of […]

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By Simon L. Dolan, Kristine Marin Kawamura, Mario Raich, and Dave Ulrich

Work enables us to create value for ourselves and others. In our forthcoming book on the Future of Work, we examine what it involves, why it is occurring, and how leaders, organizations, and societies may positively innovate transformative solutions to guide our journey forward.

For years we have known that working is an essential component of one’s life. After all the years you’ve spent preparing for work, can you imagine life without it? Given the powerful set of disruptive forces occurring in the world today, what will work look like in the future? What will it mean? What will transform? What will stay the same? How will our working and nonworking time and activities be related—both in the fabric of our individual lives and of society?

The answers to these questions are provided in our forthcoming book on the Future of Work (hereafter FOW). The book uses data, science, creative speculation, imagination, core values, and reflective processes to guide the learner to discover the FOW. We use this approach to provoke people to open up and envision a future context that they, too, have never experienced. The book will awaken the learner with unfamiliar terminology, systems, and potentialities while also encouraging dialogue and collaboration around the burgeoning future of work.1 We also publish and distribute the book using an innovative and futuristic digital platform that addresses the new generation of students (www.MyEducator.com). Our goal is to encourage readers to get out of their comfort zones and begin the challenging journey of co-creating and preparing for the future. Our desire is to train and educate learners of all backgrounds so that they align their work with the core values that are needed to craft a positive future.

Hereafter, we highlight several seminal ideas that are further developed in the book. We explore the value for work in people’s lives; we define the FOW era and describe the mega-forces driving its development; and finally, we propose a circular framework that organisations (individuals and teams) may use to co-create the future.

The Why of Work

Let’s start with the fundamental question: Why Do We Work? The answer for some people may be simple: because we must. Or, because we like it. We work to make money to secure other ends. Work fills our time. It buys us leisure and affords us the chance to “be who we really are” in our nonworking hours. Work enables mastery, autonomy, achievement, contribution, or a sense of accomplishment. It gives a way to economically measure our value or worth to a community, society, or family.

To others, the answer is profound: because it connects us to our artistry, our spirit, our sense of a greater master, the unknown, a greater being, a greater sense of destiny. It helps us to feel and experience life with a sense of hope, a source of meaning we seek to touch through the daily routines and operations of our lives. It empowers our voices, time, and connection with people or nature, to experience a sheer act of creativity. It gives us a sense of purpose, a means to actualise the fullness of our lives. It opens us to the river of knowledge and knowing, being and doing, and opens the floodgates of learning to our mind, heart, and senses. It makes us feel powerful, more alive, and more connected to other human beings and our community. It gives a way to answer the philosophical question: Why are we here?

People will need to learn specific skills on how to collaborate, connect, communicate, imagine, and co-create with other people, on teams, and in cross-border working groups.

The answers to any of these questions differ in different seasons of our lives. As children, we ask, what do I want to do when I grow up? How can I fulfill the dreams and desires of my parents? At some point, we lightly touch the existential question, who am I really supposed to be in my life? In middle age, we may work to perform, to influence, to raise families, or to give us choices. In the sunset of our lives, we contemplate, what did I do with my time? What good work did I do? What tree did I plant, book did I write, child did I raise, or art did I leave behind?

No matter one’s answer to these questions, we know that work is a large—if not the largest—part of our life experience in terms of time, valuation, and meaning. Work, in principle, consists of any activity that enables us to create value for ourselves and others. Its meaning is framed in the social, economic, political, and cultural spheres of our lives. Its value as well as its “why” have changed throughout human history and will only continue to change.

Future of Work: The What, the Why, and the How

Future of Work

Today, as we stand at the precipice of yet another human revolution in work, we foresee that work is once again undergoing a fundamental transformation within a much greater and profound global metamorphosis. It begs our attention to collaboratively question and co-create its meaning, impact, and path forward.

The What

New virtual work environments will evolve, integrating new forms of intelligence, new physical-social-emotional-cultural workforce distribution methods, and hybrid workforce models. Workers, both individually and collaboratively, must learn how to learn and to unlearn knowledge, skills, and competencies in order to successfully perform.

The FOW comprises facets that include how work, workers, and the workplace will evolve within the context of a cacophony of disruptive forces that simultaneously offer “limitless” opportunities and profound threats in today’s world. It is borne out of thousands of years of work, millions of small and large technological evolutions and revolutions, and changing human and organisational systems that have supported human evolution throughout civilisations. With the FOW, we celebrate the success of advanced technologies and their impact on productivity, information, speed, and efficiency yet arm wrestle with the inherent uncertainty, lack of control, and overwhelm of too much, too little, and too many unknowns. For the first time, advanced technologies make us question what is human and what is machine. They threaten the survivability of the planet that rages in reaction to unmitigated resource exploitation and lack of care. They challenge our values and invite leaders to walk the narrow line between creative destruction and meaningful transformation, inciting both the fear and hope of change.

The Why

There are three principal forces already set into motion that will impact workforces, workplaces, and the nature of work. (See Exhibit 1)

exhibit 1

  • The first megatrend is the growing adoption of technologies and the increase in disruptive technologies, including: artificial intelligence (AI), machine learning, robotics, and human-machine interfaces and collaborations. New virtual work horizons will evolve, integrating new forms of intelligence, new physical-social-emotional-cultural workforce distribution methods, and hybrid workforce models. Workers, both individually and collaboratively must learn how to learn as well as unlearn knowledge, skills, and competencies in order to successfully perform.2
  • The second megatrend is the twin, polarising forces of globalised and regionalised (localised) work. Frontiers of work are becoming meshed networks composed of individual “nodes” of work—with the location of work becoming progressively unimportant. Simultaneously, disruptive forces such as rising nationalism, political bipolarisation, hatred of difference, and fear of change are isolating nations, regions, communities, and human beings. The connections that bind us (like global supply chains, pandemics, fuel and food shortages, and shared knowledge) also serve to separate us.
  • The third megatrend is the perpetual demand for constant creativity and innovation (in all the fields and disciplines, organisations, and institutions in which we work). This is the essence of a volatile, uncertain, complex, and ambiguous (VUCA) world. In the past, companies were able to establish market domination, benefiting from their position of strength for long periods of time; this was because the rate of change was easily absorbed and anticipated by strategists. Today, and in the future, the domination position will no longer be valid. Change, arising from fast-breaking trends in technological innovation, climate change, social media, information overload, digital connection, and others, is happening faster than ever. This means that institutions, organisations, and employees will need to assume more risk and innovate continuously on a faster-spinning transformation wheel.3

These trends occur within the greater systems and paradigms within which we work, lead, and perform. Traditionally, most organisations operated with an overwhelming focus on profit as the critical (and only) measure of performance. Organisation structures were hierarchical. Cultures were bureaucratic. Leaders were primarily men. Power meant “power-over,” with inequity and inequality rampant. The goals for innovation were to increase efficiency and the time-to-market of new inventions. Products and services were targeted to fulfil the needs and wants of consumers.

In principle, the purpose of an economy should be to provide products and services that deliver meaning to individuals and society. A new paradigm for “economics” becomes possible when people work to create an economy that reflects and generates meaningful shared values. As part of this, people will work to deliver products and services that embody these shared values, to create meaningfulness in their working and nonworking lives, and to foster happiness and wellbeing through valued relationships.4

The How

Based on years of research, we believe that the vast majority of society’s actors (i.e., governments, corporations, business leaders, educational institutions, and educators) are not prepared for this new landscape of work.5 Most still believe that the future will represent an extension of our current reality, systems, and paradigms. Many don’t know what they don’t know. Many will also continue to find comfort in the perceptions that have been groomed over the course of one’s life and experiences. What does it take to see anew? To view the unknown with a radical new lens? Knowledge. Courage. A willingness to unlearn, to sit in the void of learning anew. Reflection. Imagination. Hope. Values.

Our work gives a way to answer the philosophical question: Why are we here?

Once the capacity of individual human beings has been inspired and unleashed to question, learn, and create a new way of working in a new world, it is essential for organisations to also learn anew. They will need to move from using the traditional, linear approach for strategic development to adopting an “inside-out/outside-in” virtual, circular methodology.6

As we move into the FOW, we must leverage the strengths of organisations and individuals (including their capabilities, knowledge, experiences, and “soft” skills like imagination and intuition) across the boundaries and borders that typically divide us so that we co-create the most positive possibilities. For this to happen, we need to build a connection between what happens outside an organisation with what occurs within it — establishing a shared journey between the people inside and outside the organisation (Exhibit 2).

exhibit 2An “Outside-In” process starts with understanding the external context formed from general trends (e.g., technology, demographics, political toxicity, physical health, and mental wellbeing.) We need to identify the value (needed and defined) by the firm’s external stakeholders (customers, investors, communities, etc.), the people receiving the organisation’s work, so that the capabilities and actions taken by the internal employees are aligned with the trends and needs in the external environment. For example, given climate change, organizations will need to invest in product innovations that decrease carbon emissions and cultural innovations that enable them to increase shareholder value, human wellness, and overall social impact.

The “Inside-Out” process starts with identifying the human capabilities and actions within the organisation (related to talent, organisation, leadership, teaming, etc.) that need to be developed in order to maximise the value provided to external stakeholders who are operating within the changing environment. For example, a company may focus on improving employee engagement in order to maximise customer satisfaction or retention; it may develop diversity, equity and inclusion (DEI) programmes to meet the needs of, or gain an understanding of, diverse customer segments; or, it may invest in leadership development and implement a new management system to increase investor confidence in the organisation.

Embarking on a Shared Journey into the FOW

Discovering the Future of WorkWhether we approach the new landscape of work from the angles presented in Exhibit 1 or those in Exhibit 2, one thing is certain: it will require the development of new workplace skills by individuals and teams. The new digital workplace not only will reduce the need for an onsite workforce but also will increase the demand for knowledge-intensive tasks. New workplace skills will also need to be developed. Some of these include: complex problem-solving; creative, critical, and innovative thinking; computer, software, and data literacy; and soft skills such as communication, empathy, emotional/social/cultural intelligence, cross-cultural management, resilience-building, reflection, and flexibility.

Furthermore, the journey into the FOW is a shared journey. No one person, team, or organisation can walk the journey alone. People will need to learn specific skills on how to collaborate, connect, communicate, imagine, and co-create with other people, on teams, and in cross-border working groups. Learning to build relationships with people in digital and face-to-face environments will be a requirement for all workers and leaders—not just those who are extroverts and more comfortable working on teams. In order to succeed, leaders must learn how to build trust, lead imagineering and creativity sessions, align values, and develop resilience in globally-based, culturally diverse, and remote working groups — leading the creation of the future while walking through it.

Discovering the Future of Work

Here are the initial questions the learner may use to begin the shared journey to the FOW.

1. Context and Vision for the Future of Work

  • What is the history of work? Why does context matter to the Future of Work?
  • How is the nature of work, workers, and workplace evolving?7
  • What management system is needed to build successful cultures and organisations? What is “Managing by Traction” (MbT) and why is it necessary for the journey?8
  • How can we successfully and imaginatively create the future? What is the Future Design process?9
  • What creativity and imagination skills will guide the journey?10

2. The Future of Business and Management

  • How will business transform in the Cyber-Age?11
  • How will leadership evolve and disrupt current systems? What is Leadership 5.0? 12
  • What are the core principles of “Managing by Values?” How does it differ from managing by objectives or instructions? 13
  • How can we create a continuous sustainable innovation culture? Why is MBVSIV so needed?14
  • What is “Talenting?” How can we attract, retain and motivate talent? 15

3. The Future for People and Practice

  • What leadership competencies are required to lead people?16
  • Why are value-based competencies so needed? 17
  • What new HR policies and practices will be needed?18
  • What new forms of teamwork and intelligent collaboration are needed and why?19, 20
  • What are the true needs for, and implications of, lifelong learning?21

4. Future Paradigms in the Future of Work

  • What will be the new role of women and the feminine mindset?22
  • What is the concept of “Human Uniqueness” and why is it needed? 23
  • How (and why) will educational systems evolve? 24
  • What is the meaning of “All-Encompassing work Metamorphosis” and why is it needed?25
  • Why is a genuine transformation of work needed? What are our visions and strategies for transformation? 26

Future Paradigms

Conclusion

The purpose of this paper has been to awaken the reader to the Future of Work journey that awaits us all. We encourage you to use the reflective questions, individually and in teams, to begin the shared co-creation process of the future that is calling.

About the Authors

DolanDr. Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com) and research professor at Adventere School of Management-Madrid (a strategic partner with Comillas, Deusto and Georgetown Universities). He was the former Future of Work Chair at ESADE Business School in Barcelona). He is a prolific author with over 82 books published on themes connected with managing people, culture reengineering, values, coaching, wellbeing and resilience.

Kristine KawamuraDr. Kristine Marin Kawamura is a clinical full professor of management at the Drucker School of Management, Claremont Graduate University, Claremont, CA, USA. She teaches the course, Create Your Future, as well as courses in cross-cultural leadership, global leadership, and entrepreneurship. She is also the founder and CEO of Yoomi Consulting Group, Inc., a leadership success and organizational transformation company. The overall purpose for her work is to transform leadership, organizations, society, and individual lives with Care. Her ongoing research addresses three themes: Care; Future of Work; and Social Impact. (See yoomiconsulting.com)

Mario RaichDr. Mario Raich is a Swiss futurist, book author and global management consultant. He was a senior executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com) and Managing Director for the Innovation Services at Frei+Raich Ltd in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently, he is researching the impact of cyber-reality and artificial intelligence on society, education, business, and work.

UlrichDr. Dave Ulrich is the Rensis Likert Professor, Ross School of Business, University of Michigan, and Partner at the RBL Group (http://www.rbl.net). He has written over 30 books and 200 articles on talent, leadership, organisations, and human resources.

References

  1. Dolan S.L., Kawamura K., Raich M., Ulrich D., (2023) The Future of Work: An Anthology, MyEducator (2023 – in press). Authors have equally contributed to this paper, and their names appear in alphabetical order.
  2. Many of the papers connected to this trend have been already published in this journal (i.e. Raich et al (2020) The Cyber-Organization and the New World of Work. April: Raich et al (2019) Beyond Collaborative Intelligence we can see a Meta-Mind Society Surfacing and we can Dream of a Ω-Mind. September.
  3. Raich & Dolan (2008) Beyond: Business and Society in Transformation. Palgrave-McMillan.
  4. Waldinger & Schulz (2023) The Good Life: Lessons from the World’s Longest Scientific Study of Happiness, Simon & Schuster (January)
  5. Dolan et al. (2015) Are You – And Your Company – Prepared for The Future of Work in Tomorrowland? The European Business Review, July.
  6. This model is based on the extensive work of Prof Dave Ulrich, co-author of this paper.
  7. Raich et.al. (2018) Insights into the Transformation of Business in the Cyber-Age, TEBR, March.
  8. Raich et al. (2020) Managing By Traction (MbT) Reinventing Management in the Cyber-Age TEBR, November.
  9. Forthcoming paper, inspired by Raich et al (2022) The Art of Life Design, Kindai Management Review, Vol. 10.
  10. Forthcoming paper by the authors
  11. Raich et al, (2018) Op. Cit.
  12. Ulrich et al. (2009) The Leadership Code: Five Rules to Lead by. HBR Press
  13. 1Dolan et al (2006) Managing by Values, A Corporate Guide to Living, Being Alive, and Making a Living in the 21st Century. Palgrave- McMillan: Garti and Dolan (2021) Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World, TEBR, January
  14. Kawamura and Dolan S.L. (2019) MBSIV: A Framework for Creating a Sustainable Innovation Culture, TEBR, May.
  15. Dolan and Hayashi P., (2013) Talenting: Framework and Metaphors for a New Processual Approach to Talent Management, TEBR, May.
  16. Ulrich – The 2017 HR Competency Study & What It Means For You. https://tucana-global.com/2017/10/27/dave-ulrich-the-2017-hr-competency-study-what-it-means-for-you/
  17. Dolan (2021) The Secret of Coaching and Leading by Values. Routledge. McKinsey Quarterly (1994) What is value-based management? https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/what-is-value-based-management
  18. O’Donoghue (2021) The David Ulrich HR Model https://www.testcandidates.com/magazine/the-david-ulrich-hr-model/
  19. Kawamura and Dolan S.L. (2019) Op. Cit.
  20. Raich et al, (2019) Op.Cit.
  21. Raich et al (2019) Rethinking Future Higher Education, TEBR, January
  22. Kawamura et al (forthcoming )
  23. Raich et al (2021) Human Uniqueness at The Dawn Of Intelligent Machines, TEBR, July
  24. Raich et al, Op. Cit. 2019
  25. Raich, Kawamura et al (forthcoming)
  26. Raich, Kawamura et al (Forthcoming)

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The Resilience Rings: A New Neuropsychological Framework for Building Resilience https://www.europeanbusinessreview.com/the-resilience-rings-a-new-neuropsychological-framework-for-building-resilience/ https://www.europeanbusinessreview.com/the-resilience-rings-a-new-neuropsychological-framework-for-building-resilience/#respond Thu, 23 Mar 2023 07:31:51 +0000 https://www.europeanbusinessreview.com/?p=177365 By Javier S. Casademunt and Simon L. Dolan Mental health problems, especially in the workplace, have become the current global pandemic that COVID-19 left behind. We are witnessing an increase […]

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By Javier S. Casademunt and Simon L. Dolan

Mental health problems, especially in the workplace, have become the current global pandemic that COVID-19 left behind. We are witnessing an increase of 25 per cent in general anxiety and depression worldwide, having an impact of about 12 billion working days lost annually, and costing the global economy approximately US$1 trillion (WHO, 2022). The global prevalence of anxiety and stress is estimated at about 50 per cent for the youngest working generation in the corporate world, the Gen-Z, and about 40 per cent among millennials (Deloitte, 2022). Lastly, 53 per cent of C-suite executives in 11 countries admitted having struggled with mental health problems, especially with anxiety and depression, during the pandemic (Oracle, 2020). Thus, mental wellness has become a priority for the leading global companies and executives in every sector, where real care is focused on the most valuable and strategic resource – their people.


KEY TAKEAWAYS

  • The Resilience Rings framework is a new approach to building resilience that draws on neuropsychology and emphasizes the importance of social support.
  • The framework consists of three interrelated “rings” – the Inner Ring of self-awareness, the Middle Ring of interpersonal relationships, and the Outer Ring of social systems and structures.
  • By focusing on developing skills and resources in each of these rings, individuals can build resilience and better cope with the challenges of work and life.

In this global context, resilience is emerging as the genuine competitive advantage; it has become a critical element in the face of adversity (Daydov et al., 2010). Resilience has multiple definitions, but a concise one is offered by Wu et al. (2013), who have defined it as “the capacity to adapt successfully in the face of stress and adversity”. The term “resilience” is becoming so persuasive and desired that millions of people are writing about it. A Google search in November 2022 yields 765,000,000 results. In the academic literature, it is used to describe a diverse variety of phenomena ranging from prevention of mental health illnesses to effective adaptation, and rapid retrieval after adverse life experiences. It is also used to explain psychological growth after traumatic life experiences (Rutten et al., 2013).

Resilience is not a static skill. On the contrary, it can be trained through specific cognitive and behavioural practices which can become habits, enhancing the capacity of the individual to face adverse and stressful experiences or environments, such as the current post-pandemic corporate world (Dolan 2023; Dolan & Garcia, 2020; Tabibnia & Radecki, 2018). In this global context, the corporate world faces a real challenge in overcoming this phenomenon. There is an urgency to equip resilience consultants and coaches with effective framework, models, methodologies, and tools to support companies and their executives in battling stress and mental illnesses in the workplace.

In this paper, we present an original framework that applies the latest research in neuroscience and psychology. We borrow and focus on the intersection of neurobiology and cognitive behavioural therapies in proposing an innovative angle to build resilience.

The resilience core rings framework

The framework presented here is formed of six rings, each of which represents a stage and a process. Each ring is composed of three activities and is accompanied by several concrete tools that act in different neural or psychological sub-systems, but which enable the building of resilience. While resilience has been treated as an outcome, a trait, or a dynamic process, our framework is focused on the last of these – the process. It is argued that resilience is a dynamic process which combines skills and external resources to build the capacity to face life stressors or trauma, and recover from them rapidly (see also Happer et al., 2017). From a neurobiological focus, our framework relies on the acceptance and commitment therapy (ACT) model and processes created by Professor Stephen C. Hayes and his colleagues from the University of Nevada (Hayes et al., 2012). The ACT model has six processes that are applied through behavioural therapy: • Acceptance • Diffusion • Values • Being present • Noticing self • Committed action.

The final objective of the ACT model is to develop psychological flexibility, which is a critical factor in resilience. We further argue that our proposed framework can be applied to individuals, organisations, or even communities. As such, it can promote and sustain resilience and act as a mental health buffer for an employee, a company, or a larger population.

Framework of the resilience core rings to understand resilience

The first ring: consciousness

Cognitive consciousness

Emotional self-consciousness, or self-awareness, is a fundamental part of emotional intelligence, extremely necessary and determinant for the effective processing of emotions and their consequences for the individual. Research shows that self-awareness is an important element impacting leadership success (Goleman et al., 2007, 2013). More importantly, studies show that people with low emotional self-awareness are less likely to respond to rising levels of stress, until they succumb to a very high level of it, and disruptive emotional reaction occurs. But for many others, the rising emotional reaction is often manifested in severe signs and symptoms of stress, and emotional recovery takes significantly longer. All in all, this state negatively affects both physical and mental health and obviously impacts the capacity to show resilience (Armstrong et al., 2011). The main problem with self-awareness is that, generally, people are not educated in the recognition of emotion and the neural substrates that underlie emotional arousal, making it very difficult to identify and anticipate emotional stress and its consequences (Dalgleish et al., 2009). There-fore, the conscience process of our framework works on three levels (figure 2).

The 3 levels of consciousness connected with resilience

  • Cognitive consciousness: The first level of depth in the consciousness process for building resilience is to educate the client (i.e., executives or other employees) on how the thought processes around their daily experiences may become the origin of their emotions. To overcome it, Fox et al. (2018) argue that the most effective way is through affective neuroscience training. Through cognitive and emotional training, individuals get to clearly identify, in the first place, what kind of cognitive processes they experience, along with their thoughts and, secondly, differentiate what type of emotion they are experiencing, while they achieve a clear differentiation and understanding of the symptoms of each emotion. Right from the first level of conscience, we expose the genetic and epigenetic components of mental health and emotional problems, where we find, for example, that in the case of depression the genetic heritability for women is approximately 40 per cent, and for men 30 per cent (Kendler et al., 2001).

Epigenetics is a new emerging concept that explains the possible links between traumatic life experiences or acute life stressors, such as mistreatment in childhood, affect the genome in a permanent way, changing the DNA and its expression and, consequently, the emotions and behaviour of individuals (Park et al., 2019). The cognitive model of depression, for example, shows how the thoughts of an individual are affected by bias produced by previous traumatic experiences, genetic disposition, and the hypothalamic-pituitary-adrenal (HPA) axis reactivity, which, together with other variables, form the cognitive distortions that are the starting point of emotions (Disner et al., 2011). Thus, we argue that having a clear understanding of the different mental health problems that individuals can face, and a clear identification of them, together with the cognitive processes that start the emotional process, serves as a solid basis to stablish emotional self-consciousness and offers the possibility for starting to build a robust self-awareness – a key element for anticipation and future regulation of any emotion that the individual can feel. The end result: boosting their resilience.

  • Neuroanatomical consciousness: The second level of consciousness is attained by educating people on each of these mental health problems and connecting it to a specific area of the brain, thus increasing neuroanatomic self-awareness (Amen et al., 2011). Functional magnetic resonance imaging (FMRI), PET, and SPECT scan studies revealed that even though our brain works with several areas interconnected most of the time, there are certain areas of the brain which have higher levels of activity, displayed by more blood and oxygen flow in the specific area when we are feeling specific emotions (i.e., due to certain mental health problems or other reasons). Stress has shown, through the technology of neuroimaging, that the blood oxygen level dependent (BOLD) activation in the anterior cingulate cortex (ACC) has higher blood flow when an individual faces stressors (Gianaros et al., 2005). In the context of states of depression and / or fear, the amygdala is the focal point. There was evidence of a concentration of blood and oxygen for depressed people, and a hyperactivity in the region was shown (Siegle et al., 2007). Finally, we wish to add the basal ganglia as an important group of subcortical structures that are directly involved in several psychiatric illnesses. Basal ganglia hyperactivity is also responsible for anxiety (Macpherson & Hikida, 2019). In line with these findings, structural magnetic resonance imaging (MRI) studies found that areas of the brain have inter-individual volume differences, affecting levels of activity and having a role in psychopathology, such as a bigger amygdala volume as a precursor of depression (Van Heijndhoven et al., 2009).
Epigenetics is a new emerging concept that explains the possible links between traumatic life experiences or acute life stressors. 

Neuroanatomical differences between volume areas of the brain of different individuals can also be explained, up to 80 per cent of the variability, by genetic heritability, meaning that each one of us has a unique brain, related to the different levels of activity and different volumes of the areas of our brain, with a significant contribution of genetics (Zhao et al., 2019). One can thus conclude that executives (and employees) who have an awareness of their unique brain and are able to locate the areas of the brain that are affected in every major mental health problem they suffer from can take corresponding conscious action, thereby increasing their level of resilience.

  • Neurochemical consciousness: The third level of depth in the conscience process is to elucidate what specific neurochemicals are related to each area of the brain through neurochemical pathways. Considering, for example, the monoamine neurotransmitter system, mainly formed by serotonin, dopamine, and noradrenaline, with different levels and interactions between them. Each has a critical role in the stress response, the generation and control of emotions and behaviours, and stress resilience (Feder et al., 2009).

We also know that neurotransmitter levels have a genetic component, too, and are heritable, besides the possibility of being disrupted in childhood due to traumatic life experiences, as in the case of serotonin (Booij et al., 2015). These three monoamine neurotransmitters are scarce in the brain, transmitted by a few neurons in specific neural pathways, having an enormous impact on mental health and, especially, resilience. A depletion in serotonin is believed to be linked to stress and anxiety, modulating the neural response to stress and mood regulation. A reduction in the level of dopamine is understood to play a significant role in depression, lowering the reward system and its impact on motivation (see also Dolan & Brykman, 2021). Finally, noradrenaline levels influence the fight-or-flight response of the amygdala, dramatically influencing emotion generation, especially stress and anxiety (Lövheim, 2012). Leaving aside the abstract nature of emotions and realising that they are a consequence of a neurochemical process in our brain sets the basis for future interventions focused on neurotransmitter generation, understanding exactly what they are, how they work in our brain, and how their level affects the emotions and, with that, the level of resilience of the individual increases.

When individuals have a clear understanding, through neuroscience education and awareness, of the cognitive and neurochemical processes, and the neuroanatomy that generates and sustains the emotions they are going through, it can dramatically increase emotional awareness and equip them with knowledge that will help them understand, and accept, their cognitive and chemical process in a holistic manner (Tabibnia & Radecki, 2018). Borrowing from ACT therapy, increasing the capacity of individuals, through neuroscience education, to accept their thoughts, emotions, and the bodily sensations that follow them makes it easier for them to face and accept what they are experiencing, and to stop avoiding the negative emotional experience, thus enhancing resilience with full consciousness. In sum, we propose that the first ring of the framework to build resilience is connected to the neuro-knowledge stage via the method of focusing on neuroscience education.

The second ring: construction

Neuroplasticity is the capacity of our brain to improve itself and make changes from a functional and structural point of view. Neuroplasticity can take place as morphological changes, changes in neuronal connectivity, or the creation of new neurons in the neurogenesis process (Fluchs & Függe, 2014). Once executives and / or employees know the thoughts they must battle and, especially, the neurochemistry that follows them, they can focus on the psychological flexibility process, which will act over neuroplasticity, creating new connections and new neural patterns. They also can focus on the practices and habits they must create in their lives to enhance neuroplasticity in the specific way they need, for the areas of the brain they have more active, and the neurotransmitters they lack. The construction process is created using three dimensions or levels of activity, where strong neural capabilities can be built for the brain through neuroplasticity:

The 3 dimensions of construction connected to resilience

  • Physical dimension: The first, and critical, dimension of the individual for creating neuronal capabilities through neuroplasticity is the bodily dimension, comprised of three main routines, which are nutrition, exercise, and sleep (Tabibnia & Radecki, 2018). A small change in nutritional habits offers significant changes in the number of amino acids, like tryptophan or tyrosine, that the brain has available to metabolise crucial neurotransmitters for emotional health and, therefore, for resilience, such as serotonin or dopamine (He & Wu, 2020). Secondly, physical exercise promotes the reception of new metabolised neurotransmitters, neuroanatomical changes, and neurogenesis in the hippocampus, enhancing neuroplasticity, improving cognition, resilience, and mental health (El-Sayes et al., 2019). Lastly, the most important routine an individual can take care of, not only to increase resilience but also to improve physical and psychological health, is sleep. Studies show that sleep has a direct impact on mood, the elimination of anxiety, purposeful drive, personal growth and the quality of relationships and emotional connection with others, essential factors for building resilience (APA 2013; Hamilton et al., 2007).

Transition 1: Renewing the brain – when neurochemistry meets nutrition.

Optimal neurotransmitter levels make the brain work at its optimal potential. When the last variable of a ring encounters the first variable of the next ring, different phenomena take place in the process of building resilience. Between the first ring of our model, consciousness, and the second ring, construction, brain renewal takes place, initially and foremost, because nutrition is the most important practice to improve our neurochemistry. A large proportion of the global population are very sensitive to stressors, experience intense emotional reactions, and have bad mental health and low resilience, due to their counterproductive nutrition habits, in relation to their specific emotional tendency. For example, if individuals who tend to experience stress through genetic heritability or development (Stanwood, 2019) increase their own levels of dopamine synthesis by eating foods with a high content of tyrosine, a precursor of dopamine, norepinephrine and noradrenaline (Fernstrom & Fernstrom, 2007), they can increase their levels of dopamine and activate their dopaminergic pathways in the dorsal part of the medial prefrontal cortex (dmPFC), producing higher levels of stress (Nagano-Saito et al., 2013). In contrast, individuals who are aware of the neuroscience behind nutrition could choose a rich L-Tryptophan diet that will elevate their synthesis of serotonin, counterbalancing dopamine and lowering their levels of stress (Richard et al., 2009). Nutrition is the fastest intervention that we can apply to renew our brains biochemically, promote neuroplasticity, and enhance resilience. We like to call this stage of the model “neuro-competence”. Once the executives or employees know what nutrition, exercise, and spiritual practices are best for their brain, they become competent in applying them to their daily life.

  • Mental dimension: After the stage of consciousness, when executives and employees have a clear identification of their destructive thinking patterns and have started the process of neuroplasticity through the physical dimension of the construction phase, the effort in the mental dimension is to overcome unhelpful thinking using tools, such as thought records or guided discovery, among others, to attain psychological flexibility by lowering the credibility of the thoughts and minimising their impact on emotion arousal, building neuroplasticity and resilience (Disner et al., 2011; Hayes et al., 2012).
  • Spiritual dimension: The last way of changing your brain that we present in our model is through several spiritual practices proved to lower reactivity to stressors and build higher resistance to negative emotions, increasing resilience. Meditation, for example, has the capacity to lower the physical volume of the amygdala and reduce its reactivity, even when meditators are out of the meditating state. Meditation proves to be an effective habit that promotes neuroplasticity and resilience in a time as short as eight weeks (Leung et al., 2018). Praying, which some people regard as a form of meditation, is proven to activate the reward system of the brain and its dopaminergic pathways, creating a protective effect against depression (Schjodt et al., 2008). Spirituality, understood as a connection to a higher power or as a connection with what is transcendent or sacred, has a direct effect on the quality of relationships, life values, personal meaning, and how individuals cope with stressful or traumatic situations, enhancing resilience (Smith et al., 2012). In addition, it is worth mentioning that spirituality in a work context and especially for leaders makes their leadership role more effective and thus less stressful, and indirectly contributes to higher levels of resilience (Dolan & Altman, 2012).

Individuals suffering from specific mental health problems and having a specific level of activity in their brain areas need specific nutritional and physical interventions for their brains to change in the direction that is needed, by metabolising more or different neurotransmitters and reducing the volume and, consequently, activity of their problematic brain areas. Building the specific neuronal capabilities they need will promote less reactivity to stressors, more emotional management capacity, and more resilience. Lastly, spirituality itself is a powerful source of resilience, especially over a neurochemically and neuroanatomically improved brain.

The third ring: coherence

coherence

The third stage of our framework is coherence. From a clear understanding of the basic mechanisms and tendencies of their own brain, and already applying behavioural and nutritional interventions to improve their brain through neuroplasticity, individuals can find themselves and attain a powerful sense of purpose. In the process, they find the meaning of their lives, while enhancing their levels of resilience, preparing the ground for future quick recovery from stressful life experiences, or even maximising post-traumatic psychological growth, which is a distinctive characteristic of resilient individuals (Tedeschi & Calhoun, 2004). In this stage, individuals are directed to dive into their belief system, through a review and re-evaluation of their life experiences, ending with a clear definition of their values, vision, and mission. Accordingly, this objective, the coherence definition stage, is accomplished through the application of three powerful tools that can be applied in personal and corporate settings:

  • Values: The first and most important step in the search for meaningfulness in life is to understand our core value system. Values are the DNA of our behaviour and they lead to concrete action. When our values are not congruent with our behaviour or not aligned with our mission and vision, stress is manifested, and the probability of impaired physical and mental health is increased. (Dolan, 2023; Dolan, 2020; Dolan et al., 2006)
  • There are many models and approaches to understand values. However, we propose the Dolan 3Es Triaxial model, since it seems to be the most concise and is based on years of research. In addition, the model isility. The three groups of the 3Es Triaxial model encourage the development of values which will help build the capacity to cope with, adapt to, and shape change, and to learn to live in a more balanced way in a VUCA era.
Two important notes about Figure 5. 1) Notice the nature of the interaction between the axes. The interaction between the Economic axis and the Ethical axis leads to survival. The interaction between the Economic axis and the Emotional axis leads to Innovation and Entrepreneurship. The interaction between the Ethical axis and the Emotional axis leads to higher sensitivity. To learn more about this asymmetric configuration of values and the consequences of the interactions (interfaces), read in Kawamura and Dolan (2019), “MBSIV: A Framework for Creating a Sustainable Innovation Culture”, The European Business Review, May. 2) For each axis, we have provided an example of eight values. Our research-based tool designed for coaches, consultants, and managers includes many more values. See: “The Value of Values” in www.learningaboutvalues.com

The economic pragmatic group deals with values that direct behaviour in an effective manner, which is instrumental in achieving our goals in life or at work. This group includes values such as excellence, planning, diligence, efficiency, etc. Developing resilience means having transformability as an economic-pragmatic value. Walker and colleagues (2004) and Folke and colleagues (2010) emphasise the importance of transformability in building resilience. They argue that transformability is the capacity to create a fundamentally new system when ecological, economic, or social (including political) conditions make the existing system untenable. This value should be the answer to our need for control and certainty. Instead of trying and failing, controlling, and predicting the VUCA life, which may lead to desperation and the development of “learned helplessness”, we should embrace the volatility, uncertainty, complexity, and ambiguity of the situation, be creative, and derive a new system. Instead of waiting for our life to “return to normal”, we must transform our way of thinking and see the VUCA world as the next normal.

The second axis in the 3Es Triaxial model is the ethical-social group of values. This group deals with relationships, values that direct behaviours of thoughtfulness, influence, loyalty, tolerance, etc. Developing resilience during a VUCA era means having engagement as one of the top ethical-social values. One main factor in this regard is the critical need for support systems. Research shows that effective support systems can play an important positive role, leading to fewer signs and symptoms of stress. During the COVID-19 pandemic, there were attempts to replace social support virtually, but unfortunately, while it seems to be effective to some degree, it is not for everyone.

The third axis of values connects to the emotional-developmental area of an individual’s life. Most people do not often consider this value group seriously; they are so busy in the struggle merely to survive that they block the constructive emotional development. The underlying values in this axis are oriented towards constructing a life filled with interest, passion, and creativity, even though this last is difficult to define. For example, creativity in the VUCA world can be viewed as a new sense of coping, adapting, and solving novel problems. In this environment, creativity needs to be viewed out of the box, since it needs to overcome inhibitions, supplant the traditional way of relying on experience, and break away from habitual assumptions and routines. Another value that is important for survival and connected to this axis is vitality. Vitality is one’s conscious experience of possessing energy, enthusiasm, spirit, and aliveness (Ryan and Frederick, 1997). Vitality will bring resilience, since vitality is our psychological survival ally. Through vitality, we intend to create the small pleasures daily and capture the corresponding fulfilling experiences. Vitality can be instrumental and enhance resilience only when it breaks away from yesterday’s world (which no longer exists) and tackles the new VUCA world positively, yet realistically (Garti & Dolan, 2021).

In sum, an understanding of the configurations of the values on which this section focuses can lead to the emergence of a targeted, resilience-based behaviour. We argue that we can move from the abstract theory of resilience to a concrete way of illustrating the value-driven compass. By adopting the behaviours and strategies of highly resilient people, we can create an entire workforce that will become better equipped to face adversity with a positive outlook, recover quickly and contribute in innovative and creative ways to driving value, even in volatile times.

  • Vision: The second tool we apply in the coherence process is the corporate or personal vision. A corporate or personal vision is a clear statement that encompasses where the company or the individual wants to be in the long term, in an ideal future where all the strategic objectives have been attained. A vision is fixed and does not change for any reason, and includes a purpose, ambitious long-term goals (Collins & Porras, 1996) and, most importantly, the more aspirational values of the Triaxial model. Audacious long-term goals give employees or the individual the motivation to continue to grow and learn, while catalysing the needed behavioural change, and the purpose gives a sense of transcendence that goes beyond personal or corporate interests and gives a powerful sense of realisation. Besides motivation and transcendence, having clear long-term goals stimulates the reticular activating system (RAS) in the brainstem, which is responsible for our selective attention. The activated RAS guides our brain through the exhausting process of attention, improving our filter of reality, by filtering the inputs we receive and considering what is important to achieve our goals (Garcia-Rill et al., 2013). Including the values in the vision offers the necessary sense of purpose that act as fuel, involving the neural substrates of motivational behaviour in the brain, which keeps the individuals moving ahead with determination and strong will (Berkman, 2018).
  • Mission: The last element of the coherence process is the mission statement. A clear mission statement is a short and concise summary of the corporate or personal strategy that is applied every day in the progression for attaining the future vision (Collins & Rukstad, 2008). The mission statement gives the key elements that will become the basis of the personal and organisational development plans, including investment and training. The mission is how the vision is accomplished through daily operations, and includes the more operational values of the Triaxial model, offering a sense of purpose fulfilment every day and, hence, an important sense of realisation, undeniably necessary, in daily routines and activities. To execute the mission in an effective way, individuals must use the neural pathways of the executive control of their brains, learning, acquiring new capabilities, and attaining behavioural change to become closer to their future vision every single day (Berkman, 2018).

Transition 2: The motivated brain – when spiritual practices meet values.

Long-lasting motivation comes from pursuing something higher and bigger than our own interests. The last routine of the construction ring is the spiritual dimension of the self, where praying and mindful meditation are central. We know through studies that both practices have the effect of activating the neural correlates of motivation in the brain, such as the ventral striatum and, specifically, the nucleus accumbens in the case of praying (Schodt et al., 2008). Having a clear vision, mission, purpose, and, especially, values offers a sense of transcendence in everything we do that, combined with the regular practice of meditation or praying, makes the individual more compassionate, able to connect with others, and more motivated to do what is right and correct, for the greater good, elevating their own values and creating an even more transcendent experience practised on a day-to-day basis (Einolf, 2013).


Having clearly defined values, purpose, vision, and mission, either for the organisation or the individual, immediately gives a great sense of fulfilment and attention to the present moment. Besides that, while we guide the attention of our brain to present stimuli, it becomes more difficult to ruminate on past mistakes and be prone to stress and depression, or to project future fears, and be predisposed to anxiety. This also corresponds to the values stage of the ACT process, where the client does not change as a result of guilt or shame, but instead changes under a dynamic of intrinsic motivation produced by clearly identifying their values and practising them, building psychological flexibility (Hayes et al., 2012). Living under coherence, especially with our values, is critical. Values coherence reduces our level of stress, has a protective effect against potential mental health problems, and enhances our level of resilience (Dolan, 2020); Dolan, 2023). We call this stage of the model “neuro-strategy”, because personal or corporate values, mission, and vision, are consequences of neural patterns created all through our lives. Being coherent with the experience that created those patterns and ultimately using them in our lives, while using them as energy to continue growing, makes us happier and more resilient.

The fourth ring: command

The fourth stage of our model is emotional command. The methodology applied via the model is a construction of capabilities that generates emotional anticipation and potential emotional equilibrium, before entering the emotional command domain, all for the purpose of making the process of emotional control easier. The first ring, consciousness, gives the individuals knowledge of the specific areas of the brain involved in their emotional tendency. Having a clear identification of the symptoms, the triggers that lead to emotional arousal, and the predictability that arises through the awareness of the symptoms and the tendency, offers the possibility of anticipating emotional reactions and potentially having more control over them. Counterproductive copying strategies like emotional suppression are, in many cases, the consequence of low emotional awareness and may lead to chronic stress and impaired physical health, especially after a traumatic experience (D’Andrea et al., 2011). The emotional control stage is composed of a process of three facets of emotional command.

  • Emotional anticipation: After time invested in the first ring, in being aware of the cognitive process, and the emotional arousal that follows, individuals are ready to anticipate their tendency to emotion and the specific emotions that are part of their daily life. Having the capacity of practising self-emotional observation prepares them to regulate the emotions, when they appear, minimising the negative outcome in terms of anxiety or stress or elevated heart rate. Being present in the moment, observing and accepting the emotion that is appearing, and practising mindfulness breathing techniques makes possible the successful anticipation and the further regulation of the emotion, reducing its negative impacts (Arch & Craske, 2006).
  • Emotional control: When individuals fail to anticipate emotion, losing the opportunity to successfully regulate its arousal, they get into the domain of emotional control. A useful emotion control technique is reinterpreting the stimulus that is causing the emotion to change the emotional response of the individual. The objective of the technique is to counterbalance the activity of the amygdala by activating the anterior cingulate cortex (ACC) and the prefrontal cortex (PFC), reducing the activity of the amygdala and, with it, the emotion (Ochner & Gross, 2005).
  • Emotional management: Once individuals learn how to anticipate and control their emotions, liberating themselves from adverse emotional reactions and their consequences, building resilience by establishing new neural connections that build resilience (Tabibnia & Radecki, 2018), they are ready to practise positive emotional induction techniques that will have long-lasting cognitive and emotional benefits, due to the recently acquired ability to control emotion. Two emotional management techniques that effectively generate positive emotions in individuals are gratitude and best-possible selves. Individuals start by writing a list of things they are grateful for, once a day for at least eight weeks and, secondly, they write a list of their best-possible future selves. Afterwards, they think vividly about them for at least the same eight weeks. We suggest transforming every value of the individuals into long-term objectives and imagining themselves attaining all of them, one imagination exercise with one value at a time (Sheldon & Lyubomirsky, 2006). Imagining themselves in a perfect future in which they achieve all their objectives and live according to their core values generates a profound sense of purpose fulfilment and induces a positive mood, while motivating the individuals to continue applying their values, every day, to attain this mental objective that has been established.
Resilience is not a static skill. On the contrary, it can be trained through specific cognitive and behavioural practices which can become habits. 

Having the capacity of anticipating and regulating emotions, controlling the impulses that emotion may provoke and, lastly, being able to self-induce positive emotions are great tools to protect mental health and develop resilience. Many different techniques are applied at this stage of the model, activating neural pathways between the limbic system and the prefrontal cortex (PFC) and strengthening neural patterns that promote psychological flexibility and self-control, lowering the potential negative effects of disruptive emotional expression and enhancing resilience. This stage corresponds to the “being present” stage of the ACT therapy, where individuals use attentional and cognitive control exercises to stay fully present in the here and now, where life happens and when actions can be taken to make the most of it, being present (Hayes et al., 2012). As emotional control is the key to self-leadership, this stage, which we call “neuro-leadership”, represents the fundamentals for extraordinary leadership and personal results.

Transition 3: The concentrated brain – when mission meets emotional regulation.

The quality of cognitive focus depends on the quality of emotional regulation. Emotions are great behavioural promoters but also great cognitive bias creators. Stress generates cognitive impairment and causes individuals to suffer cognitive inflexibility. This is terrible where there is a clear goal to achieve, where an individual should be able to have a degree of flexibility because of the actual volatile, uncertain, complex, and ambiguous (VUCA) world we live in (Goldfarb et al., 2017). On the other hand, anxiety causes people to have an attentional orientation to threat cues, affecting the possibility of identifying opportunities, a critical element for accomplishing a mission and objectives. Finally, depression creates a biased self-image affecting the level of security with which a leader, or anyone, takes decisions (Mogg & Bradley, 2005). Emotional regulation, and with it cognitive focus, psychological flexibility, opportunity identification, and high self-image, is the key to pursuing a mission effectively daily. The level of quality in the cognitive focus anchored in the present moment, not future threats and past mistakes, is the most important competitive advantage for a successful mission-oriented leader.

The fifth ring: connection

colleagues

The fifth stage of the framework is connection. Due to the COVID-19 pandemic, we have numerous studies that prove how isolation worsened the mental health conditions of millions of people worldwide (Dolan and Garcia, 2019). Nevertheless, even before this global health problem, the impact of loneliness on physical and mental health had been widely studied, with clear results on its consequences for depression, anxiety, stress, and suicidal ideation (Leigh-Hunt et al., 2017). Social connection is a promoter of oxytocin, a very powerful hormone that works as a neurotransmitter in the brain. Oxytocin generates trust between individuals in social interactions, while it lowers stress levels, reduces the fight-or-flight response of the amygdala, makes people more generous, and generates positive emotions, among many other benefits associated with social bonding (MacDonald & MacDonald, 2010).

Oxytocin, the affiliative human neurotransmitter in the brain, and a higher meaning generator, plays a significant role in building resilience (Feldman, 2020). Based on this knowledge and built upon a progressive construction through the stages of our methodology, we continue to the application of our framework. The intention is to benefit from the newly built resilience and recently acquired skills, such that the old self-image that individuals used to conceptualise, commonly representing a distorted self-conceptualisation created by long-term sustained cognitive biases, begins to disappear, along with the behavioural consequences of the unregulated emotions. A new self, authentic and noticed through the experience of the present moment and the constant practice of values, begins to flourish with a completely renewed perspective on the world and the self. The connection stage is very important, because the self-image is being transformed by authentically perceiving others through the same cognitive processes, which allows the individual to truly perceive who they really are, caring for others and contributing socially from the new authentically perceived self (Hayes et al., 2012). The connection stage is formed of three facets of social caring behaviour and compromise, where the self-image is newly constructed by putting values into practice and caring for others in the process:

The three facets of connection connected to resilience

  • Contribution: The first level of meaningful connection, including values in action, is contribution. Individuals, especially in corporations, should have the opportunity to identify a social cause that is aligned with their values, to which they can contribute economically. Studies show that pro-social behaviour, even when the giver never meets the recipient, significantly improves well-being (Martela & Ryan, 2006). When individuals act intentionally over their core values by identifying social causes aligned with them and contributing economic resources to these causes, they undergo an immediate improvement in their well-being. This is the current strategy of some of the leading companies globally, focused on offering opportunities to their employees to give back, also aligned with their values, through a preselection performed by their employees, which enhances retention, loyalty, happiness, and well-being.
  • Participation: The second level of compromise in connection and meaningful giving back is participation. When the process of helping others takes place personally, especially when the cause in which individuals are participating is aligned with their core values, empathy is established and, with it, generosity is promoted, with the subsequent secretion of oxytocin, building resilience (Barraza & Zak, 2009). In this moment, individuals must be directed to participate personally and physically with their skills, time, and dedication, to a cause aligned with their values. When corporate mission, social cause, and employee values and skills are aligned, a powerful phenomenon takes place, enhancing employee retention, satisfaction, and loyalty towards the business (Bengston, 2020; Dolan, 2020).

By adopting the behaviours and strategies of highly resilient people, we can create an entire workforce that will become better equipped to face adversity with a positive outlook, recover quickly and contribute in innovative and creative ways to driving value, even in volatile times.

  • Co-creation: The last level of meaningful compromise and social connection is to use creativity and values for the greater good. When individuals identify their shared values, applying the Dolan 3Es Triaxial model (Dolan, 2020), and create new and unique social programmes in complete alignment with their values, people thrive while adding real and differential value to society and bonding with others with the same higher ethical compass and beliefs, completely changing their physical and emotional states. Creativity and social interaction with a higher purpose, based on shared values applied to help people in need, have the power to help build resilience, elevate purpose, and offer the ultimate sense of transcendence.

Meaningful, and constructive connections, with the clear purpose of applying shared values to leave a pro-social legacy that helps other people with what is best inside us according to our core values, is one of the most powerful combinations to finally build and lock resilience in the dynamic construction process. Oxytocin, the main neurotransmitter involved in the whole process, has a direct effect in serotonin and dopamine systems, two of the monoamine neurotransmitters involved in mental health preservation and resilience. Oxytocin, as a hormone, is secreted by the pituitary gland, positively affecting the activation of the HPA axis in stress response and generating fast recovery from acute stress. Ultimately, oxytocin positively affects areas of the brain involved in fear, anger, and behavioural responses, such as the amygdala, nucleus accumbens (AC), reducing their reactivity and improving the emotional, cognitive, and behavioural reaction and recovery, from trauma (Sharma et al., 2020). Social meaningful connection, the neurotransmitter consequence of it, oxytocin, and the cascade of positive effects that it creates in the brain and in the central nervous system is the key neurotransmitter for building resilience and social connection with purpose, guided by values, is the final and ultimate practice in order to develop it. We call this stage of the model “neuro-creativity”, in which executives or employees apply their enhanced cognitive focus and purposeful strategies to create social solutions that will create and guarantee sustainable resilience.

Transition 4: The resonant brain – when emotional management meets contribution

The quality of one’s emotional management equals the quality of one’s decisions, and it resonates across organisations. Emotions are powerful decision drivers that affect the decision-making process in all kinds of ways, from predictable, pervasive, beneficial, or even harmful. If an individual is feeling anger or anxiety, at a certain moment in time due to a specific situation, they may make future fearful or pessimistic future predictions which will affect their behaviour, affecting their outcomes. Fearful people have the perception of low control over circumstances and outcomes of situations. In contrast, beneficial emotions of expected outcomes, such as helping people by contributing to a social cause, will influence decision making by helping people derive happiness and helping to manage the giver’s own mood, relieving fear, sadness, or stress (Lerner et al., 2015). On the other hand, due to the emotional contagion, an executive or leader who does not have emotional management skills, and lets fear, anger, stress, or anxiety arise at work is what we can consider to be a toxic leader. The toxic leader creates emotional dissonance for the people around them and harmfully contaminates others with negative emotions. In contrast, leaders that have a good emotional management know how to balance their mood, induce positive emotions in themselves, consequently resonate positive emotions, and guide people around them to elevate their emotions by practising generosity aligned with their values, have better results and resilient teams (Goleman et al., 2013).

The first five rings of the resilience construction process and their transitions

The sixth ring: commitment

The sixth, and final, ring of the framework is commitment. Even the more groundbreaking and effective frameworks, models, methodologies, and tools are nothing without intentional action and commitment. This stage is completely focused on applying everything that was developed through the model and, more importantly, uses neuroscience principles to create and maintain motivation and drive in the application and repetition of every stage. To attain this objective, the commitment phase is divided into three activities that must be undertaken by the executives or employees:

mental wellbeing

  • Clarify the why: Having a clear reason why the individual wants to build resilience is crucial for the success of the applied model. Once the individuals have this reason why (e.g., be a better leader, become more productive at work, be a better husband or father, leave a legacy, etc.), they can start visualising how their life will be in a perfect future with the newly built resilience, creating what is called a positive emotional attractor (PEA). Imagining vividly how this perfect future will come to happen creates positive emotions that will also contribute to building resilience and generate a strong motivation to pursue that future. On the other hand, having a clear vision of what will happen if the future vision is not successfully achieved will create a negative emotional attractor (NEA), which will also contribute to behavioural change and motivation in order to avoid this future failure (Boyatzis et al., 2015).

Transition 5: The integrated brain, when co-creation meets neuroanatomy

An organisation can be a complete brain, formed by the complementary capacities of every unique brain that integrates the organisation. The last transition of the resilience six ring model takes place between the ring connection and the ring consciousness, uniting co-creation and neuroanatomy. As we presented, every brain has different levels of activity in different areas, giving the individual a specific emotional tendency. Together with the emotional tendency, levels of activity also relate to different capabilities, for example, a high reactivity of the amygdala comes together with a tendency to sadness and depression (Disner et al., 2011), but also, a high reactivity in the amygdala comes with the capability of being more empathetic that other people who don’t have this neuroanatomical characteristic (Marsh, 2018). Consequently, every brain has unique features that are complementary and can complete, and integrate, the organisational brain. Once individuals go through the first five rings of the process, they become aware of how their brain can create synergies with other brains, combining capabilities that will make the organisation be more productive and stronger in terms of skills, spreading how resilience can be built and enhanced through neuroscience.

  • Learn the how: During the whole educational or coaching process, the main objective of the resilience trainer or coach is to allow the individuals to understand, learn, and interiorise all the concepts that form the model. Deeply understanding sets the basis for the neuroplasticity that creates resilience, and we know through studies that learning changes our brains at the cellular, synaptic, and molecular levels, which is recognised to be needed for behavioural change (Sweatt, 2016). There is no sustainable change without the neuroplasticity of learning.
  • Apply the what: Once there is a clear why and a learnt how, we propose that action is induced through a clear individual action plan. The final objectives of the action plan are generating intrinsic motivation, by activating the dopaminergic pathways involved, and allowing the creation and maintenance of a growth mindset, due to the activation of overlapping neural pathways and brain areas related to intrinsic motivation. Having a clear action plan and being directed to constant action offers motivation and a growth mindset at the same time (Ng, 2018).

The commitment stage of the process places individuals in a constant state of learning and action that gives motivation and makes it possible for them to grow by experiential learning, facing challenges, and overcoming them, with a newly acquired or strengthened growth mindset. Committed action in ACT is also the final stage of the model and, in order to apply it, short-, medium- and long-term goals are established, with the objective of sustaining action and secure the transformation of the participant, and its results (Hayes et al., 2012).

Principles of clarify, learn and apply in enhancing resilienceThe resilience core rings frameworkThe process described in figure 9 is continuous and must be interiorised as a lasting change in habits, lifestyle, and acquisition and improvement of permanent skills in order for neuroplasticity to continue to virtuously build and renew intrinsic motivation, growth mindset, and resilience. First, a clarification of why resilience needs to be built is undertaken. Then, in the second level, a learning route for the concepts that compose all the rings of the process is designed. Finally, specific actions for the application of every concept are developed and implemented at the third level.

Conclusion

Mental health, especially in corporate settings, is a global challenge that must be addressed. For this objective, effective frameworks, models, methodologies, and tools must be developed and applied. Resilience can act as a protective factor for avoiding issues of poor mental health. Neuroscience and psychology come in handy, as it shows what is happening during prolonged periods of stress and the corresponding potential mental health issues. The resilience core rings model is a process of six stages where some of the most relevant research in the areas of neurobiology and behavioural therapy are applied to build resilience and recover mental health, with no need for any pharmacological intervention. The educational nature of the model and its focus on such key areas as neuroanatomy, neuroplasticity, values, emotional control, social connection, and motivation makes this model very effective. Indeed, it is a life-changing process that guarantees the building of resilience and the enhancement of mental health. We argue that our framework can be applied in every culture or setting, making it a scalable solution to battle the global mental health pandemic (i.e., at the individual level), through organisations, or even larger communities (i.e., urban zones). The application of this educational framework can protect large chunk of a stress-inflicted population and transform the situation towards enhancing resilience and lowering the incidence of mental health issues.

About the Authors

Dolan SimonSimon L. Dolan is currently a full professor and senior researcher at Advantere School of Management (www.advantere.org) and president of the Global Future of Work Foundation (www.globalfutureofwork.com). He is the former Future of Work Chair at ESADE Business School in Barcelona, and before that taught at some leading business schools like McGill and Montreal Universities (Canada), Boston and Colorado (US), and others. He is a prolific author with over 80 books on themes connected to managing people, culture reengineering, values, well-being, and coaching. He is an international consultant and sought speaker who delivers conferences in four languages: English, Spanish, French and Hebrew. His full c.v. and more information at: www.simondolan.com His email: S.Dolan@advantere.org

javierJavier S. Casademunt is a consultant and the director of the Brazilian Branch of the Global Future of Work Foundation (www.globalfutureofwork.com). He has served for many years as the director for Brazil, and Academic Collaborator of the Strategy and General Management Department, at ESADE Business School. He is the founder and CEO of the Neuromentoring Institute of Florida. He is a visiting professor to several top business schools in Latin America, and an expert in the areas of leadership, mental health, resilience, and performance. He has more than 20 years of successful experience in managing, teaching, and consulting, companies, governments, and top leaders, globally. His email is: javier@.javiercasademunt.com web site: www.javiercasademunt.com

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Frontiers in the Neurobiology of Values: New Challenges for Mental Health Professionals in the New Landscape of Work https://www.europeanbusinessreview.com/frontiers-in-the-neurobiology-of-values-new-challenges-for-mental-health-professionals-in-the-new-landscape-of-work/ https://www.europeanbusinessreview.com/frontiers-in-the-neurobiology-of-values-new-challenges-for-mental-health-professionals-in-the-new-landscape-of-work/#respond Wed, 01 Feb 2023 21:11:01 +0000 https://www.europeanbusinessreview.com/?p=173640 By Simon L. Dolan and Tom Dolan The co-authors of this article are 30 years apart in age, genetically bonded as biological father and son, and united in making value-driven […]

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By Simon L. Dolan and Tom Dolan

The co-authors of this article are 30 years apart in age, genetically bonded as biological father and son, and united in making value-driven decisions every day. We communicate even if our values are not always the same. We strive to do what is right for our environments, minds, and biology and maintain our homeostasis. What is the impact of those personal choices down the line? Does the management of our decisions, actions, and response to stressors affect our children and grandchildren?

If you are familiar with the concepts of Managing, Leading and Coaching by Values (Dolan 2011, 2021, and 2023) which emphasise stress and values interaction, you may recall the triaxial model which helps identify and rank individual core values to enhance general well-being and boost productivity (by reducing stress). In diagnosing what is important to you and then finding a way to apply those core values to your daily behaviour, you create an alignment resulting in enhanced mental health and productivity (see also: Garti and Dolan, 2019 and 2021). The rub, as they say, is balancing this with your life/work goals and objectives, which is inevitably easier said than done.

This article is focused on (and sometimes forecasts) possible future events from an admittedly odd (we prefer innovative) perspective connected to the neurobiology of values. Admittedly, some of the newer ideas we present in this paper are speculative. More research is certainly needed to substantiate some of our propositions. We do not claim this research to be exhaustive. Nonetheless we feel there is enough here to present you with this “appetiser” of sorts. Perhaps it can help stir reflection around the ideas of resilience, mental health, and what the future holds.

So, let’s start with the basic assumptions and current practices and gradually move towards new paradigms and the future. Values, Managing by Values, leading by values, and Coaching by Values are dynamic concepts and methodologies. They have evolved dramatically since the first author began his academic journey in the early 1980s (he was the co-founder of ISSWOV, the International Society for the Study of Work and Organisational Values – www.isswov.net). The study of values is in continuous evolution. Values are part of nature. Some claim that if we do not change or even transform our current values, an entire civilisation is at a risk of becoming extinct (Raich, Eisler and Dolan, 2014). If you are creative and innovative, and have genuine concern about the future, you may decide not to wait any further and implement some of the more concrete ideas proposed hereafter immediately.

The neurobiology of values

The neurobiology of values

How do humans develop the values that permit us to classify objects as beautiful or ugly and to judge actions as good or evil? Where are good social conduct and ethical principles grounded? We have long been preoccupied with such questions. Some of the answers may be found in our evolution, specifically in our neurobiology. Recent research suggests that the evolution of human values may be imprinted in the human brain, both in its gross anatomy and in the finer details of its physiology, including brain chemistry. Developments in neuroscience indicate that values evolved as the human brain did, with each affecting the other.

Humans have been pondering the origins of their values for centuries. Until recent times, such issues were primarily the province of philosophers, theologians, sociologists, and historians who studied the universality of, or variations in, specific values across different cultures. Neuroscience and other scientific disciplines are making a more objective and experimental approach possible. The imaging techniques used to display the living brain, for example, allow us to see which areas of the brain are activated when people are manifesting different classes of values. And because the field of neuroscience is expanding to include neurophysiology, neurology, and anatomy, among other areas of science, more tools will likely be available soon to further our understanding of this complicated, vexing, and wonderful issue.

control center
In recent years, several concrete observations have laid the foundation for a neuroscience of values. Brain images of people responding to questionnaires designed to evaluate moral and ethical attitudes show clearly that certain attitudes are associated with certain parts of the brain. We have also learned that specific neurons or neural networks are involved when a person is displaying a sense of empathy. Data from some brain-imaging studies suggest not only that there is a cerebral substance connected with values associated with empathy, but also that it developed by evolutionary selection.

One proposed explanation is that the biological blueprint of human values stems from the “life regulation system”, which is known as homeostasis. All life forms have systems that permit them to maintain biological processes within a range compatible with life. In complex species (like the human), the regulation of life depends on a close interaction between brain systems and body-proper systems and is controlled in effect by a specific collection of well-coordinated brain regions. Life regulation is not automatic; it involves choices and preferences, but at the most basic levels those choices and preferences are made subconsciously. The life regulation system, or homeostasis, is built to achieve certain goals, among them the maintenance of health, the prevention of circumstances leading to death, and the procurement of states of life tending toward optimal function, rather than merely neutral or defective function.

Non-genetic inheritance is not limited to the first generation of the progeny, but it can involve grandchildren and even other generations.

Homeostasis inherently embodies values in the sense that it rejects certain conditions of operation, those that would lead to disease or death, and seeks conditions that lead to optimal survival. Therefore, one can claim that what we call “good” and “evil” are aligned with categories of actions related to ranges of homeostatic regulation. What we call good actions are, in general, those actions that lead to health and well-being in an individual, a group, or an entire community. What we call evil, on the other hand, pertains to malaise, disease, or death in the individual, the group, or the community.

The same can apply to other values, such as efficiency or inefficiency. The inefficient part of the regulatory spectrum is characterised by higher energy consumption, inadequate performance, impediments, and the like. At the dawn of the human values, we presume, objects that were classified as beautiful were associated with efficient states, either because they occurred in life circumstances in which the homeostatic range was efficient or because the objects themselves can cause efficient homeostatic states.1

Throughout the years of researching and writing about culture, we have insisted that social and relational life is strongly linked to beliefs, values, and attitudes, which are themselves governed by an anatomical substance. This has been studied using brain-imaging techniques. Davidson2, for example, found that activity in the ventromedial prefrontal cortices of the brain (VMPEC) is greatest in people who are very compassionate and caring. His work also showed the remarkable heterogeneity among individuals in their affective style and values. Viewing Davidson’s work considering the homeostatic theory of values, one can hypothesise that human values evolved along with the species to ensure maximum survival and that these values in turn may have caused cerebral modifications. Is there a relationship between changes in the human frontal brain areas and the emergence of values? A variety of scientific evidence confirms the existence of a neural network that is activated during the exercise of some values (moral, ethical). This network links the prefrontal and medial temporal lobes.

Throughout its evolution, the human brain has acquired three components that progressively appeared and grew one on top of the other, similar to strata in an archaeological site. The oldest (the archipallium or primitive) is located at the bottom and to the back; the next one (the paleopallium) is in an intermediate position; the most recent (the neopallium, also known as the superior or rational) is situated on top and to the front. These are like three biological computers that, although interconnected, retain their types of intelligence, subjectivity, sense of time and space, memory, mobility, and other, less-specific functions.

In 1878, the French neurologist Paul Broca (see section in the History of Neuroscience) called attention to the fact that, on the medial surface of the mammalian brain, right underneath the cortex, is an area containing several nuclei of grey matter (neurons) that he called the “limbic lobe” (from the Latin word limbus, meaning border or edge), because it forms a kind of border around the brain stem. Today the limbic lobe together with certain adjacent deep structures including the amygdala is known as the limbic system. Research suggests that specific affective functions (e.g., some emotions) are developed in this region – such as those which induce females to nurse and protect their toddlers and the playful moods that engender ludic behaviours. Emotions and feelings, like wrath, fright, passion, love, hate, joy, and sadness, which are mammalian inventions, originate in the limbic system.

It is important to stress that all the structures in the brain interconnect intensively. Some contribute more than others to this or that kind of emotion, but no one is by itself responsible for any specific emotional state. The prefrontal area is connected to the limbic region, so when it suffers a lesion, the person loses his or her sense of social responsibility (associated with the limbic system), as well as the capacity for concentration and abstraction (associated with the prefrontal area). When prefrontal lobotomy was used for treatment of certain psychiatric disturbances, the patients entered a stage of “affective buffer”, no longer showing any sign of joy, sadness, hope or despair. In their words or attitudes, no traces of affection could be detected.

Neuroscience, emotion, and values

What is the relationship between emotions, on the one hand, and values, on the other? We claim that emotions are connected to values because they involve appraisals. So, we can even suggest that emotions are correlates of values. The simplest version of this view is the claim that to feel one type of indignation (emotion) is to believe or judge that a situation is unjust; that is, if we believe a situation is unjust, we will become angry when confronted with it. In keeping with this view, one would see a correspondence between the importance a person ascribes to a value and the frequency of his or her emotional experiences related to that value.

Therefore, we would expect to find the following:

security values

Therefore, emotions are triggered by the brain following a sequence involving values. In the triaxial model proposed in Dolan et al. (2016), there is the axis of emotional values. One of the values connected to this that has been studied frequently is empathy. Empathy is a value that allows us to relate to the emotional states of others. This value is critical in regulating social interactions, as it enables an individual to effect social bonding and exhibit care for others. Interestingly, scientists studying empathy in both children and animals have concluded that it is a major ingredient in explaining human and primate behaviour. We see compelling evidence for the strength of the empathic reaction in scientists’ findings that rhesus monkeys refuse to pull a chain that delivers food to them if doing so shocks a companion. These monkeys literally starve themselves to avoid inflicting pain on another.

values attributes emotion

Using values to manage emotions

Can you imagine a world with no emotions? No happiness, no sadness, no anxiety, no love, no pleasure, no pain, no frustration, no urges… no addiction. Every single one of us simply going about our day, doing whatever it is we are supposed to do (whatever that might be in a world without emotion). Don’t just read this and move on. Take a few minutes to really imagine it. Imagine what your life would be like without emotions. Imagine what your soul would be like without emotions. Consider this, without getting too philosophical: would you even have a soul? There was an inciteful film released in 2002 that touched on exactly this theme (called  Equilibrium, directed by Kurt Wimmer and starring Christian Bale).

Using values to manage emotionsWithout emotions, you and I would be nothing more than physical bodies and the electrical impulses that produce the energy to run them. All thoughts would be functional. There would be no good or bad. No evil. No hatred. No love. In essence, we would be machines. What makes us human is our emotions. What allows us to experience the wonders of life – as well as the sorrow – is our emotions. Without emotions, not one of us would ever struggle with a single compulsive behaviour. There would be no addiction. Life would be … wonderful? Now, take this one step further. If a life without emotions equals a life without certain behaviours, can controlling these behaviours be reduced to the “simple” task of managing our emotions? When we learn to manage our emotions, we have learned to manage our behaviour.

We see compelling evidence for the strength of the empathic reaction in scientists’ findings that rhesus monkeys refuse to pull a chain that delivers food to them if doing so shocks a companion.

There are two types of emotions you need to be aware of in the addictive environment: value-based emotions and behaviour-based emotions. Physiologically, they may be identical. Behaviour-based emotions are the emotions that are experienced as a result of the triggering stimuli and the compulsive ritualistic behaviour that follows. And so that we are clear, the “behaviour” can be fantasy, masturbation, pursuing a romantic interest, stalking, smoking, drinking, gambling, eating, or any other action that can alter one’s emotions (which can be just about any behaviour imaginable – in the right circumstances). Such stimuli and behaviour elicit immediate emotional reactions that can overwhelm a person’s value system and, over a sustained period, progressively destroy values altogether.

Value-based emotions are considerably different. They are based not on the reaction to stimuli, but in the preparation for it. They are based on a foundational commitment to long-term growth and life management. They are based in having developed an open and honest line of communication with oneself. Consider a marathon runner who sprints to the lead in the first couple of hundred yards. The sprinting causes the runner to briefly experience the pleasure of winning, but the situation is not sustainable. Soon, his or her body will wear down, and all the tools that he could have used to win the race will no longer be useful. They will have lost their value. His entire race will be reduced to the single action of sprinting and resting, sprinting and resting. Addiction is similar. The behaviour-based emotions are the sprint; the value-based emotions are the tools that will keep one in the race for the long haul.

Psychologists, therapists, and other health professionals normally work on altering and changing the negative consequences of behavioural-based emotions. In the first author’s books and published articles, he shows that by reducing incongruence or by contrast enhancing congruence of values, we can lead better lives both at work and off work (for example: Bao et al., 2013). When our actions are consistent with our established values, positive emotions result. When our actions are based on spontaneous reaction, instability and chaos may result. The trick to managing the two in unison is being aware that behaviour-based emotions can produce overwhelming changes in the here and now. Value-based emotions produce powerful, sustained emotions over time. There is a healthy time for both.

Is there a hereditary, non-genetic basis of values?3

Non-genetic inheritance

Over a decade ago (in 2013), the then UK attorney general, Dominic Grieve, provoked a stir in the media by suggesting that some minority communities based in the UK – Pakistani in particular – come from an origin where corruption is endemic. In fact, what he said was that cultural values are inherited.4 Experience and science say that observable features (called phenotypes) such as physiology, morphology, skin colour, IQ, etc., are based on inherited DNA, and therefore could be applied to different racial groups. But the question persists as to whether factors such as sociability, mental attitudes, the tendency to crime and corruption (among others) are also innate and inherited, or simply culturally learned, and will disappear over generations as immigrants assimilate and adapt to other customs and practices.

Recent studies have shown that there is a process called epigenetics (these are inherited changes in gene activity that are not caused by changes in the DNA sequence) in which conditions experienced by previous generations cause subtle changes in the way genes work. In one famous experiment, researchers trained mice to fear a cherry-like aroma and, despite not meeting the smell before, their offspring exhibited a terror response to a cherry blossom smell versus a neutral smell. It certainly makes one wonder.

There are many similar anecdotes with experience in human beings. Children who have experienced the horrors of wars can go beyond fear of war of other generations. There are also many stories that lead to a common syndrome, called “the second-generation syndrome”, of the Holocaust survivors. Although there is no scientific research that clearly shows the mechanism by which phobias, fears, and other extreme experiences are transmitted through generations, through the transmission of the “memory ” of the experiences of ancestral generations, more and more theories about this are becoming known. Recent research with animals seems to provide “convincing” evidence of the biological transmission of such “memory”, along with associated brain changes, of adult male mice that was evidenced with their children and then grandchildren.

The behaviour-based emotions are the sprint; the value-based emotions are the tools that will keep one in the race for the long haul.

Let’s clarify this proposal further. Inheritance is typically associated with the Mendelian genetic laws of transmission of information from parents to offspring by alleles (DNA sequence). However, there are increasing empirical data suggesting that traits (and perhaps some that are value-driven) can be acquired from ancestors by mechanisms that do not imply genetic alleles, referred to as non-genetic inheritance. Information that is not genetically transmitted through the generations includes the traumatic experience of parents and long-term exposure to certain environments (i.e., living within a context of incongruence between important values) that could have effects on parental cell mutations and polymorphisms.

Non-genetic inheritance is not limited to the first generation of the progeny, but it can involve grandchildren and even other generations. Non-genetic inheritance has been observed for multiple traits including global development, cardiovascular risk, and metabolic symptoms, but this presentation will focus on the inheritance of behavioural patterns related to living through chronic (or long-term) periods of value incongruence. Generational non-genetic inheritance is often interpreted as the transmission of epigenetic marks, such as DNA methylation and chromatin modifications, through gametes (trans-generational epigenetic inheritance). However, the information can be carried through generations by many bioactive substances, including hormones, cytokines, and even microorganisms, without the involvement of the gametes.

following hypothesisThus, based on experiments with animals and limited anecdotes of empirical data in humans, it is presumed that both acute traumatic experiences and chronic situations such as living incongruently with your core values can trigger diseases. Moreover, they can also affect the first and second generations through mechanisms of hereditary processes that are not genetically transmitted. Remember that using the term “epigenetic” to describe processes that are not heritable is controversial. Unlike genetics based on changes to DNA sequencing (genotype), changes in gene expression or cellular phenotype of epigenetics have other causes, hence the use of the prefix “epi-” (Greek epí: over, out of, around). If we are talking about animal experiments, we wish to share a classic example. Fearful memories persecute descendants of mice; the genetic footprint of traumatic experiences carries at least two generations5. In this experiment, baby mice – and even offspring of offspring – may inherit an association fearful of a certain odour with pain, even if they have not experienced pain themselves, and without the need for genetic mutations. Certain fears can be inherited through the generations, as suggested by a provocative study of the behaviour of mice. The authors suggest that a similar phenomenon could influence anxiety and addiction in humans. But some researchers are sceptical of the findings because a biological mechanism that explains the phenomenon has not been identified. Researchers propose that DNA methylation, a reversible chemical modification of DNA that typically blocks the transcription of a gene without altering its sequence, explains the inherited effect.6

And what about human beings? Studies have hinted that environmental factors can influence biology more rapidly through “epigenetic” modifications, which alter gene expression, but not their actual nucleotide sequence. For example, children who were conceived during a harsh famine in the Netherlands in the 1940s are at increased risk of diabetes, heart disease, and other conditions, possibly due to epigenetic alterations of genes involved in these diseases. A very extensive study of 350 twins (in Minnesota) concluded that for most of the measured traits, more than half of the variation was found to be due to inheritance, leaving less than half determined by the influence of parents, the home environment, and other life experiences.

Based on this evidence, we would like to propose the following hypothesis that occurs for acute reasons (for example wars, concentration camp, etc.), or chronic long-term situations like living in chronic situations of values incongruence:

It ends in triggers through epigenetic changes that can be inherited in up to two generations.

behavioral traitsIf what we have described so far makes sense, let us conclude by making some tentative propositions:

exhibit 1
Note: This model is a hybrid product of a model described in more detail in Prof. Dolan’s forthcoming book DE-STRESS (Routledge 2023) and the recently developed tool THE STRESS MAP ( https://simondolan.com/stress-map-great-tool-for-all-health-professionals ), combined with the consequences of epigenetic processes
children inherit parental suffering
Source: El Pais Digital, 21 October 2018, article by Miguel Angel Criado. Free translation of some excerpts from this article.

Honestly, our intuition in response to all these questions / propositions is yes. Imagine the consequences for coaches and other health professionals. Now, if they do good work in diagnosing value incongruence and signs and symptoms of chronic stress, not only will they be helping a coachee/client/patient to overcome their problems and have a better quality of life, but indirectly they are helping their children and the children of their children. Wow! This is heavy stuff!7

Conclusion

We often hear older folks becoming nostalgic about the simpler times that they lived in. Life has certainly changed in significant ways compared to even 20 years ago. You may have also noticed mental health becoming a more common concern. This is also an indicator of the changing times. We live in a far more connected world where change is a constant due to globalisation (e.g., COVID-19) and constant innovations in technology.

Turbulence, high demands, and urgency are all characteristics of a VUCA world. This translates to high pressure, stress, and potentially burnout for the individual working and living in a VUCA world. An antidote has been offered, labelled with yet another buzzword: “Agile”.

This is a new phase of human civilisation that we have entered as a global society, for which we look for solutions at the individual as well as the organisational level. And another buzzword is emerging “Resilience”.

But how can we become resilient if the term is connected to our physical, emotional, spiritual, and mental states. Living in a VUCA world increases the likelihood that stress will be on the rise and resilience might be even harder to achieve. The latest discovery in neuroscience shows clearly that it might cause epigenetic changes (see, for example: NIH research matters, 2010).

So, what is the new role of mental health professionals in this new landscape? First and foremost, we need to treat people that have clear signs and symptoms of stress. Then we need to refine the tools that will enable not only detecting episodes of acute stress but also measure the “density” of chronic stress8. We further claim that reducing value incongruence amongst our core values plays a major part in reducing stress (thereby reducing the likelihood of epigenetic DNA changes) and enhancing resilience (Garti and Dolan, 2021).

At the organisational level a new stream of

mental health issue at work
Source: WHO https://www.who.int/news/item/28-09-2022-who-and-ilo-call-for-new-measures-to-tackle-mental-health-issues-at-work

consultancy is emerging: resiliency consultants. They help organisations and their leaders develop new competences that are essential. These are leaders that will not add to further toxicity at work, that will enhance a flexible and value-shared culture, and will provide a culture of trust (see: Dolan, 2023). And at the individual level, a new stream of coaches is emerging that helps people overcome and even thrive in a VUCA world by a way of responding to events that controls how they affect us, not the events themselves. Resilience enables the beholder to maintain composure and react calmly to VUCA, by maintaining a positive mindset and ensures, for example, that we optimise the use of dopamine in the establishment of our healthy homeostasis (see: Dolan and Brykman, 2022).

Neuroscience is teaching us that there are a few key areas that make up how emotions work in the brain. Our prefrontal cortex, which exists in human brain, is involved with emotional regulation and decision-making. This is where we store our sense of self, our value system, our self-control. We use the prefrontal cortex to suppress emotions. While all are important, in this paper we stressed the importance of values and the great need to reduce value incongruence as a path to enhance resilience in this generation, as well as in future generations.

About the Authors

Dolan SimonDr. Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com) and research professor at Adventere School of Management-Madrid (www.adventere.org). He is the former Future of Work Chair at ESADE Business School in Barcelona, and before that taught at some leading business schools like McGill and Montreal Universities (Canada), Boston and Colorado (US), and others. He is a prolific author with over 80 books on themes connected to managing people, culture re-engineering, values, well-being, and coaching. He is an international consultant and sought speaker who delivers conferences in four languages: English, Spanish, French, and Hebrew. His full c.v. and more information is available at: www.simondolan.com

Dolan TommyTom Dolan is an avid student of HR, entrepeneur,  investor, social explorer and currently holds positions as CEO of Paywell™ and CRO of READY! Computer Corp. His full c.v. and more information is available at: www.tommydolan.com

References

  1. See Damasio, A. (pp. 47–56) in: Changeux, J.P., Damasio, A., & Singer, W.J. (Eds.). (2005). Neurobiology of Human Values. Springer.
  2. See Davidson, R.J. (pp. 67–90) in: Changeux, J.P., Damasio, A., & Singer, W.J. (Eds.). (2005). Neurobiology of Human Values. Springer.
  3. This section is quite speculative. It is a synthesis of Prof. Dolan’s talk at the Expo-Coaching conference in Madrid in 2016, as well as ensuing presentations in a dozen other international conferences thereafter. Remember that the suggestions represent only plausible hypotheses, and these were not studied sufficiently or supported by rigorous empirical research. At the same time, every time we present this thesis, the reaction of the audience is enthusiastic, and it seems that it hit a relevant cord, as audiences concurred with the message. Actually, such feedback was the impetus to writing this paper.
  4. See: Dominic Grieve’s comments on British Pakistanis branded offensive | Dominic Grieve | The Guardian
  5. See: http://www.nature.com/news/fearful-memories-haunt-mouse-descendants-1.14272 December 2013
  6. The important terms to understand are: non-genetic inheritance – occurs when bioactive substances, including hormones, cytokines, and even parental mutations of microorganisms, have an impact on the next generation; it is also called a non-Mendelian inheritance (https://en.wikipedia.org/wiki/Non-Mendelian_inheritance); polymorphism – the occurrence of two or more distinctly different morphs or forms; genetic transmission – Mendelian – is inheritance of biological characteristics following the laws proposed by Gregor Johann Mendel in 1865 and 1866, and rediscovered in 1900; genetic alleles – one of several alternative forms of the same gene or same genetic locus.
  7. The methodology on how to do that is described in Dolan (2011), Dolan (2021) and Dolan (2023)
  8. Density is a term we apply and use in the STRESS MAP tool. It is an algorithm that multiplies the frequency of a sign or symptom of stress by its severity.
    _________
  • Bao, Y., Vedina, R., Moodie, S., Dolan, S.L. (2013) “The relationship between value incongruence and individual and organizational well-being outcomes: an exploratory study among Catalan nurses”, Journal of Advanced Nursing, Vol. 69 (3): 631-41 (doi: 10.1111/j.1365-2648.2012.06045).
  • Dolan, S.L. (2011) Coaching by Values, iUniverse.
  • Dolan, S.L. (2021) The Secret of Coaching and Leading by Values: How to Ensure Alignment and Proper Realignment, Routledge – A Taylor and Francis Group.
  • Dolan, S.L. (2023 – forthcoming) De-Stress at Work; Understanding and Combatting Chronic Stress, Routledge – A Taylor and Francis Group.
  • Dolan, S.L., Brykman, K. (2022) “The Use of Dopamine to Enhance Resilience in a Post COVID-19 Era: Lessons From Recent Discoveries in Neuroscience that Helps Sustain Vigilance and Productivity in Life and Work”, The European Business Review, January.
  • Dolan, S., Garcia, S., Richley, B. (2016) Managing by Values. London. Palgrave MacMillan.
  • Garti, A., Dolan, S.L. (2019) “Managing by Values (MBV): Innovative tools for successful micro behavioural conduct”, The European Business Review, November.
  • Garti, A., Dolan, S.L. (2021) “Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World”, The European Business Review, January
  • “History of neuroscience”, History of neuroscience: Paul Broca (https://neuroscientificallychallenged.com/posts/history-of-neuroscience-paul-broca)
  • NIH research matters (2010), Stress Hormone Causes Epigenetic Changes, National Institutes of Health (NIH) https://www.nih.gov/news-events/nih-research-matters/stress-hormone-causes-epigenetic-changes
  • Raich, M., Eisler, R., Dolan, S.L. (2014) “Cyberness: The Future Reinvented”, https://www.amazon.es/Cyberness-Future-Reinvented-Mario-Raich/dp/150

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New Outlook, New Educational Curricula And Proactivity https://www.europeanbusinessreview.com/new-outlook-new-educational-curricula-and-proactivity/ https://www.europeanbusinessreview.com/new-outlook-new-educational-curricula-and-proactivity/#respond Tue, 27 Sep 2022 05:22:51 +0000 https://www.europeanbusinessreview.com/?p=162582 By Dr Mario Raich, Dr Kristine Marin Kawamura, Dr Simon L. Dolan, Dr Paweł Rowiński and Mr Claudio Cisullo  PART II: Towards A Visionary Prescriptive Transformation of Education Transformation of education […]

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By Dr Mario Raich, Dr Kristine Marin Kawamura, Dr Simon L. DolanDr Paweł Rowiński and Mr Claudio Cisullo 

PART II: Towards A Visionary Prescriptive Transformation of Education

Transformation of education in a world out of balance: where to begin

As our world, processes, and interconnections move faster in ever-more complex ways, people around the globe—whether they live in city towers or jungle huts—have a serious problem with our ability to understand the world we live in. Change is both surrounding us and beckoning us, whether we see it or not. Our language, concepts, and way of thinking are all becoming more and more inadequate in describing the New Reality. Knowledge, once ample for decision-making, is becoming obsolete. We believe we need to envision a new education paradigm that will ensure continual learning and minimum obsolescence of a growing wealth of knowledge. This system must support the development of both today’s and tomorrow’s generations as well as mitigate any inequality and inequity of access for people of all backgrounds, cultures, and income levels, whether they fill roles as knowledge workers or technical, skills-based workers. This latter need has only been heightened with the impact of COVID-19.

Education has always held the key to the advancement of humanity as it has always shaped the development of our own children and future generations. Education prepares people to lead healthy, functioning, and productive lives and work. Beyond serving as the foundation for peoples’ life designs, it also enables individuals and communities to develop, weave, and maintain the fabric of human society.

Education has always held the key to the advancement of humanity as it has always shaped the development of our own children and future generations.

Our educational paradigms have changed as our societies have changed, their importance growing over time with the recognition that education is needed in order for people of all backgrounds to prepare themselves to work, live, go to college or technical programmes, support their families, and contribute to society.  Since the 1900s, education has evolved to support advancements in transportation, communication, culture, and school settings. Programmes expanded to emphasise primary and secondary education with tertiary education (including post-high-school education resulting in diplomas, undergraduate and graduate certificates, and associate’s, bachelor’s, master’s, and doctoral degrees) for knowledge workers and skilled-trade programmes for non-knowledge workers. Schools became larger, with more people attending. The school year expanded from 99 to about 180 days, with breaks in the summer, spring, autumn, and winter along with days off for important holidays. Most public and private schools outlawed corporal punishment. Public education was expanded with access to new forms of private schools. Delivery changed as well with the advancement of technology and with computers and online systems available to more students around the world. Teachers shifted their role from “sage on the stage” to “guide on the side” styles. Some teachers have become much more aware of the need to educate the whole student, adding in courses in mindfulness and heart-based resilience-building in addition to awareness of values, environmental concerns, and caring for people and communities.

There are still problems, however, with our educational system. Many complain about the greater emphasis on “teaching to standards” and “teaching for the test,” using examinations rather than teacher-centered feedback to assess student capabilities. The curriculum has shrunk in many parts of the world, with budget cuts eradicating valuable topics such as arts, music, and physical education. The STEM curriculum is neither equally nor equitably provided to less-advantaged students or non-white students. Many teachers’ depth of knowledge has been decreasing over time, with classrooms growing too large to provide personalised learning in close relationships. Given our times coloured by nationalism and autocratic leadership, some parents use education as a political weapon. COVID-19 has only exacerbated the inequality and inequity in educational quality and access. On the whole, access to quality education is weak in the developing world. In the developed world, the content is becoming less relevant to the requirements of our changing world. The digital divide in classrooms, schools, communities, and societies is only further increasing the chasm between the haves and have-nots around the globe. 

Against this backdrop, the world of work is changing more rapidly than ever before. Communications, AI-based systems, and machines are rapidly taking over an increasing number of working activities and are considered a big threat for employability. As the authors of Solomon’s Code write, “For better or worse, AI innovation has changed the way most of us live and work.”1

As a result, our educational systems no longer meet our current and future needs. Deep, broad, and rapid change must be immediately undertaken so that people are prepared for the tomorrow that is already disrupting today’s systems. Changes in the educational system, however, have always been slow and reactive rather than proactive and visionary. This is because the education system is one of our biggest (and perhaps the toughest) bureaucracy to confront for several reasons. Its features raise daunting obstacles to change. It is huge in terms of numbers. Reined in by a fixed curriculum, the education system is simultaneously extremely complex, as the curriculum has been defined and/or implemented differently in nearly every school system. In most cases, its finances are dependent on governmental budget allocation. Management at both governmental and community levels is hierarchically oriented in the highest roles.

And where, we ask, is the funding of change? Because the development of AI and its applications offers huge economic opportunities for corporations and their shareholders, innovators, and partners, the funding for these strategies is astronomical in comparison to the funding for the development and deployment of future-oriented education. Private and state investments are eyeing the technological singularity while neglecting, ignoring, or not even identifying that human singularity is equally necessary and valuable—perhaps even more valuable than the technological one, as human beings, not technology, are the core of society, work, and life, our very reasons for being, seeking innovation, and driving productivity. Technology is here to serve human beings and not the other way around. As previously noted, collaborative intelligence (i.e., the collaboration of smart machines and humans) suggests a promising future where technology and humans will work and create together. To keep parity and anything close to a “balance” of power, control, and potential, we need to invest far more in the development of what is considered “unique” for humans. In summary, the future is now. It is urgent to develop the “human uniqueness” aspects of education as a critical element of the education transformation process.  A solid compass is urgently needed to inform, guide, and lead this change process.

New Education Paradigm

“An education system unable to adapt to the speed of innovation in
society is obsolete.
An education system that is not preparing citizens to be happy and healthy in the world they live in is worthless.” (Michael Soskil, Educator)2

Daniel Susskind has rightly pointed out that we tend to treat our educational institutions as sacred. This makes them incredibly resistant to any major changes and transformation.3 We have, instead, tinkered at features and functions rather than the underlying paradigm that needs adaptation to fit a transformed world.

As we stand on the precipice of a New Reality, what kind of educational system and curriculum will be required?

Let’s start by changing our views of the scope (time, space, and place) of education. This requires us to extend our focus from educating youth and young adults to educating people throughout their lifetime. Education and work are deeply interlinked, and thus need to be treated as one core life process. Classroom education is already being extended to online and hybrid environments. The role of “teacher” can be extended to “educator,” or roles delineated as coach, mentor, team leader, team member, and “the self as coach.”

Furthermore, we propose a multi-generational, multiple-stakeholder, multi-level, and systemic education model to support the education requirements for the future. Our solution requires intervention and inclusion by governments, business, educational institutions, educators, parents, and members of both older and younger generations. The paradigm needs to be extended from being provided in traditional classroom pedagogies and within limited periods of time to being delivered on an any-to-any basis across the lifetime journey, customized by the learner. The model must be grounded in the reality that education and work are deeply interlinked concepts and practices, which should be treated as one core, life process. 

Our proposed system will educate people at seven levels of lifelong learning and education: the three traditional levels of primary, secondary, and tertiary (graduate) education; plus, four newly proposed advanced levels of postgraduate, post-formal, corporate, and senior education. Taking a lifetime-education approach will enable people to continually grow and change, to respond to environmental change rather than to react to it, so that they are prepared to maintain employability while continuing to contribute in meaningful ways through their work and lives. This is also needed in order to equip people to adapt to new circumstances that arise outside their control in a rapidly disrupting world.

New Education Paradigm

Features of the new paradigm in education include:

  • Is based on a lifetime education framework that encompasses all stages of human life and includes both knowledge and technical  workers. (This moves education away from the traditional over-emphasis on content and obsolete concepts.)
  • Integrates the four main processes involved in lifetime education throughout the education system:
  1. learning, relearning, and unlearning;
  2. research, search, exploration, and discovery;
  3. design and development; and,
  4. deployment. (Of all of these, learning to unlearn is a most critical competency; it is necessary for rapid learning, letting go of system patterns that no longer fit the new reality, and rapid deployment of the new system.) 
  • Incorporates adult mentors and coaches as a longitudinal resource that is readily available in most work organisations and communities that can promote deep learning, renewal, and reflection and can extend the talents of older generations into the next generation.
  • Leverages both the smart abilities of AI-based machines and human-unique skills, abilities, and competencies.
  • Facilitates micro-education, which provides access to experts and expertise—for anyone, at any time, and located anywhere—through micro-modules delivered across virtual platforms, which allows individuals to customise their own “education system of one.”
  • Promotes collaboration between people and smart machines, which is needed as both an input to, and output of, deep disruptive change.
  • Guides participants to anticipate, define, and live by emerging values of future generations that will become the shapers of the new emerging culture and society at large, accessing the best and most appropriate values transmitted via legacies and tradition.
  • Redefines “encompassing education,” which stokes curiosity, the joy of creation, and passion for knowledge as power engines of education at two levels: the development of our unique human abilities and the advancement of our general human intelligence (GHI).
  • Meets the unique needs of every individual human being and group by accommodating agility, flexibility, modularity, and customisability.
  • Reimagines the future of workforces and environmental needs—proactively, organically, and reciprocally.

These foundations will lead to the development of a new core curriculum that will be offered through all seven phases of the lifelong learning methodology. As a core aspect of these, we propose to create an online-based education model that teaches the unique human competencies to people of multiple generations, accessible across the globe. Over time, this module would be delivered within the standard curriculum offered in primary and secondary school. The curriculum would naturally be developed differently for the different levels of learners. For example, primary, secondary, and senior education requires direct links with the outside world. Higher education, postgraduate, post-formal, and corporate education requires direct links to, and integration with, the work environment and work practice.

Let’s use as an example the building blocks for developing the lifelong learning-oriented curriculum, exploring the building blocks needed at the levels of higher and post-formal education.

Building blocks of higher (tertiary) education

One of the significant dilemmas of today’s higher education system in the developed world is knowing how to prepare the students for the cyber-world without losing either valuable legacies of a centuries-long academic tradition or their own individual capabilities. The developing countries have a double challenge: to deliver education for the uneducated and to make it fit for the cyber-world at the same time. This challenge must be addressed, because it is the students in these institutions who would be entering the workforce within a few years.

As people moving into higher education, students will need to develop generic, cyber-age specific competencies, offered through a “curriculum generale,” in order to thrive as well as to contribute their best in the new reality. Each discipline would customise and apply this curriculum to its specific needs. (Think of this like the relationship between basic and applied science subjects and processes.) The curriculum must also be transdisciplinary in nature, allowing students to achieve several learning outcomes: to develop their own unique cross-disciplinary identity; to deepen their innovatory capacity by working within a collaborative process with people (and machines) across disciplines; to develop disciplinary self-reflection that is both culturally and professionally appropriate; and, to learn and practise reflective judgement and negotiation during the collaborative process. It must also guide students to work across knowledge, technical, cultural, and stakeholder boundaries to facilitate a systemic way of solving complex, wicked, real-world problems.

One of the significant dilemmas of today’s higher education system in the developed world is knowing how to prepare the students for the cyber-world without losing either valuable legacies of a centuries-long academic tradition or their own individual capabilities.

Higher education also needs a general curriculum that supports all students in developing generic, cyber-age-specific competencies. Each discipline will need to customise this curriculum to its specific needs. In addition, curricula will need to be integrative and transdisciplinary, designed to cross the limits and boundaries of traditional disciplines. The curricula must also focus on  developing unique human competencies so that the greatest strengths of being human can integrate with the greatest strengths of AI-based machines. Additionally, continuous talent development will need to become a core energiser lifelong education, simultaneously integrating talent development and with the deployment models that allow it to be accessible to all. Finally, with more and more people working outside traditional organisations, students will need to be prepared with the concepts, strategies, and skills of entrepreneurship, marketing, career development (especially the development of a personal brand identity), and the “soft skills” of cultural intelligence, communication, negotiations, and resilience-building to be successful in the future reality.

These proposed modules can also be extended into postgraduate education so that the existing workforce, too, is prepared to adapt to changes arising in the cyber age and to be productive. Additionally, these modules can be shaped for appropriate introduction in the primary and secondary education system so that students are learning knowledge, practising skills, and identifying values in their formative years.

Building blocks of post-formal education

Post-formal education is the initial and most important aspect of lifetime learning. This is because people will already be working in jobs that, for the most part, were required, defined, and skilled from past systems, requirements, and mindsets. With the growing requirement for human beings to collaborate with both machines and other human beings, this skill will need to be introduced as rapidly as possible. This capability will soon become a requirement within current and newly-created jobs, needed as a starting point for new jobs and for ongoing employability. Furthermore, organisations tend to invest in technology at much greater levels than human-unique capabilities. This will rapidly expand the need for coaches and consultants to support the learning and practicing of these competencies as well as companies to extend investments to organizational change programs and implementation strategies in order to prepare workers for future success. We therefore propose that the core curriculum be developed and introduced through a joint effort of academia and the corporate world as quickly as possible.

The proposed post-formal education includes several developmental foundations:

Superminds. As described in Thomas Malone’s book Superminds: The Surprising Power of People and Computers Thinking Together,4  a Supermind is a group of individual minds who are effective at working together to achieve goals. These “minds” may be provided by human beings and through artificial intelligence. Together, they provide collective intelligence that allows us to imagine and deliver new vistas of human capability and creativity. We are already working with collective intelligence groups through hierarchical companies, global markets, governmental democracies, scientific communities, local neighbourhoods, and other combinations. What’s different with Superminds is that we additionally incorporate artificial intelligence as a collaborative partner in the ever-more, hyperconnected world. Superminds thus represent talented people with large personal and professional networks and connections. Given their simultaneous skills in relationship management, collaboration, and intelligent collaboration (i.e., with machines equipped with AI), Superminds will become informal leaders in their talent domain and in the organisations in which they are employed or with whom they contract. Superminds may become the most precious and valuable assets of these organisations.  Therefore, attracting, developing, deploying, and retaining Superminds will become of the highest importance to organisations.

The value of Superminds consists not only in their extraordinary expertise in their domain of work but also in their connections and personal networks. Superminds will be capable of leveraging their personal expertise, network capability, and work practices within trans-, intra- and intradisciplinary teams and projects. No doubt, they will also play a major role in research and development as well in post-formal education.

Supermind Academy. A variety of Supermind Academies will be developed, each consisting of a selected community of Superminds from different disciplines who will work together on transdisciplinary, multidisciplinary, and interdisciplinary projects. Most of these projects will address “dream” topics—our greatest challenges, those wicked problems that are too big to be addressed by any one individual person, team, organisation, or nation—and those of greatest global relevance and impact. Operationally, Supermind Academies may by temporary or long-term; they may be utilised by hot groups, within open networks, or by large organisations or institutions that all are seeking to solve problems or create solutions that are cross-border or cross-boundary in nature.

Meta-Mind Academy and Global Meta-Mind Academy. A Meta-Mind Academy is a selected community of Superminds who are in the leading position and at the ultimate forefront of educational development and who are the backbone of the emerging meta-mind society. Exceptional members may become professors at this level. Global Meta-Mind Academies, serving as the hub of the network of Meta-Mind Academies, will serve as the penultimate level of membership level.

Additionally, Meta-Mind Academy certification teams may be used to oversee the learning and development of online education models, securing quality, integrity, and consistency of delivery. Special Academy teams may be used to coach students through the contractual process of developing individualized learning plans. 

Meta-mind society.  A new social pyramid is emerging, one that is being created from the combination of Superminds, Meta-Mind Academies, and Global Meta-Mind Academies. This society will provide both hierarchical and inter-relational pathways for individuals and communities to be educated, to collaborate, and, ultimately, to contribute to a globally connected society and world.

This educational pathway provides new professional and societal development pathways for workers. People may start as apprentices and move along their own customised development path towards Superminds as fellows, experts, masters, and professors. If people change their professions, they can easily step on to a new path as an apprentice.

Beyond post-formal education: towards an all-encompassing approach to lifelong learning

There are four levels of education beyond post-formal education that would provide essential avenues for development in our New Reality: postgraduate education, post-formal education, corporate education, and senior education.

All four levels are required because of two transformative and interconnected mega-trends: the complex, disruptive forces related to future of work (including digitalisation, AI-related technological advancement, and contract employment, among others) and the set of challenges leading us into the “danger zone,” such as degradation of the environment (climate change), racial and social unrest (migration and diversity), the COVID-19 pandemic and future pandemics, violent political conflicts, and the multi-level, deepening chasm of human and social inequalities and inequities. The proposed transformation of the education paradigm will, in turn, also lead to all-encompassing transformation in science, society, economy, and business and, finally, in work itself.

If education moves from the realm of sacred to mutable, and if we can build one core life process between encompassing education, work, and personal life, then we can envision a new education paradigm. Education will then become the main enabler for the creation and deployment of life values and, ultimately, societal, community, and personal contribution. Rather than being seen as a great divider of people and communities, education will now become a greater equaliser, a systemic tool for building equity across the globe. 

Exhibit 1

The proposed model (Exhibit 1) describes the symbiotic relationship between education and work. The learner will be educated along a lifelong basis with a curriculum encompassing both technology-based and human-uniqueness-based knowledge, skills, and practices (that are all deployed through work). Work, in turn, presents the ever-changing demands for new learning and for new opportunities for its application. The learner’s life values will serve as the source of purpose for the individual and its parameters for measuring the results and impact of purposeful work and contribution.

As we face the danger zone and the potential crush of its underlying forces and wicked problems that threaten our civilisation and even our existence, we cannot afford to waste the development of any talent. Instead, we need to support the ongoing, lifelong development of whole classes of people who are underserved, and guide them to develop core values and be respected and integrated into the greater collective intelligence network.  This model must therefore be applied to the educational needs of every living human being on the planet, without regard to their status, income level, location (i.e., developed or developing world), race, citizenship, culture, social status, or sexual orientation.

The shared waste of talent  

Simple statistics reflecting underlying biases, discrimination, and prejudice show us how much talent we are wasting today. Additionally, they indicate the opportunity we may gain by releasing the untapped potential of underserved or underrepresented categories of human beings.

  • Gender bias: Research shows us that 50 percent of women (female talent) around the world want to leave their job in the next year; 21 percent want to exit within the next two years. Because of the global pandemic, mothers around the globe are in crisis due to the disruption of their work, their home lives, and the mental, emotional, educational, and technological challenges borne by their children. In many parts of the world and in numerous industries, women have been belittled, underpaid, and underappreciated for years if not for their entire lives.

What are we losing? The feminine mindset. A relational, caring worldview. Balance. The unique contributions of individuals who have not been given the opportunity to contribute from their whole selves and experiences. This loss is often generational as children—both boys and girls—are affected by long-term societal and gender-based inequities.

  • Ageism with older workers: 64 per cent of older workers say they have experienced ageism; 58% of workers say that ageism begins when people reach 50 years old. Ageism is now the most widely experienced form of discrimination in Europe. Thirty-five percent of Europeans say that they have experienced unfair treatment directed towards them solely because of their age. This is higher than gender (25 percent) and ethnicity (17 percent). Fewer than 1 in 2 people in the 55-64 age demographic are employed. Only 1 in 10 people in the 65-69 age demographic are gainfully employed.5 

What are we losing? Talent. Knowledge. Experience. History. A greater understanding of the context of today’s problems over time, place, and space.  Entrepreneurial ventures. Older workers can become needed coaches and mentors and pass on institutional and historical knowledge.

Additionally, stereotypes of some people born from the early 1980s to the early 2000s are causing some companies to be reluctant to hire anyone under 40.  Those holding these attitudes and stereotypes see young workers as lazy, spoiled, unpredictable, unreliable, and unprofessional. Some employers believe that young workers lack loyalty and will leave their employer once a better opportunity presents itself.6 

What are we losing? Creativity. New perspectives. Youth are incredible, creative problem solvers and view the world from a more current mindset and world view.

Emerging categories of talent

The deployment of lifetime learning may be assessed by measuring the actual deployment of workers at different levels of development. We may see emerging categories, each with new assessment criteria and standards- or rubric-based grades, all of which will inspire people to learn and achieve in their work, as well as deliver a standard of comparison across roles. Here are a few examples:

  • Practice masters: people employed in technical/creative fields, such as handicrafts, the arts, technology, engineering, etc.
  • Collaboration masters: people with highly developed general human intelligence, also able to collaborate with AI-based machines
  • Masters in coaching/mentorship: people able to guide others in development and achievement of capabilities, designated as “senior mastership”
  • Superminds: people with a high level of expertise and talent in designated fields, as well as highly connected and networked
  • Meta-Mind Academy members (regional, international, global): people able to work collaboratively with Superminds in different disciplines as well as AI intelligence, in order to solve wicked problems and address global challenge

The new core curriculum: unlearning and detaching from the past

The new core curriculum will enable people to develop their unique human abilities, their ability to work with AI-based technology, and their general human intelligence capabilities, within and over a lifetime framework—and all applicable to, and appropriate for, people of all backgrounds and cultures living and working around the globe. This will allow people to see both threat and opportunity in our changing conditions, to overcome the challenges with integrated and appropriate problem solving, and to constantly learn and grow at a pace that keeps up with overall societal and environmental changes. This new global curriculum must meet our shared criteria of human uniqueness, complexity, and diversity, in order to have a positive impact on the entire human population through a process of epigenetics.7

To create a new core curriculum, first of all it is necessary that we stare squarely in the face of the “magic mirror” (see Exhibit 2). The “magic mirror” serves as an image of our “reality” that has been created from our own perceptions—all of which are influenced by our prejudices, biases, beliefs, wishful thinking, and expectations.8 For the most part, these are all based on prior experiences and our reactions to them; they are stored as patterns in our neurological system. This means that a person may never actually see or interpret people, experiences, objects, or trends for what they really are. One is always influenced by one’s prior conditioning and reactions, all of which are embedded within one’s neural system, which operate in a never-ending, circular pattern to help a person see, control, and operate within the world in such a way that he or she is comfortable. This system makes a person feel safe and have “control.” It provide the instantaneous ability to handle what occurs in the moments of one’s life. These perceptions, however, are all usually based on past experiences and reactions to those experiences.

Exhibit 2

Our “reality” is our biggest roadblock to finding creative solutions. We tend to see the reality in the way we either want or expect it to be—or, even worse, the way that others want us to see it. The best way for a person to go beyond “my reality” is “deep” exploration of the existing information, knowledge, know-how, experiences, and solutions around the issues that concern them the most. This requires a deep, soulful reflective process that spans exploration of the mind, spirit, emotions, and heart in order to connect with the deepest, most authentic self, which yearns to create. Learning to activate one’s heart intelligence provides a doorway into changing the patterns that are embedded in our brains and neurological systems. This reality transformation process resembles the one that may be used develop actually creative, integrative, and “new” solutions to problems. For both perceptions and creativity, our own experiences often serve as our most critical block to accessing change and true creativity. In order to truly create, one must step away from the rules, systems, and identifications that have served well up until this point and then: step into the creative void; apply new “ingredients” for change”; await new insights; and, then, co-create the new possibilities that are yearning to be born. Exploration on both inner and outer levels allows us to see the reality beyond our own view. It can lead to the reframing of the issue we are looking at. It can transform the way we are seeking, overcoming limiting emotions and thoughts. It can prepare the mind supported by heart-based intuitive and intelligence to ready itself to see, find, uncover, discover, or recover creative solutions.

The new core curriculum: a generic blueprint

The new core curriculum must include education in the areas of both human uniqueness and high tech/virtual cyber knowledge and skills. In Exhibit 3, we present a generic blueprint for this curriculum that will need ongoing adaptation, development, and review by a team of educators and leaders, and then deployment and application in diverse settings and systems.

exhibit 3

Within the core curriculum will be a series of integrated yet stand-alone “virtual labs.” Virtual labs are platform-based digital and virtual hubs that provide regional and/or global connection, communication, and collaboration between experts, researchers, R&D organisations, faculty, practitioners, and students associated with a specific field or discipline (for example, social intelligence, artificial intelligence, robotics, neurotech, etc.). The labs additionally incorporate access to relevant publications and relevant industries. They serve as the platform for open innovation and the crowdsourcing of ideas, funds, and solutions that are needed to address the scale of wicked problems that we will continue to face as we move into our new world.

We foresee that the virtual labs will integrate the development of cyber and human uniqueness capabilities. They will also intermix talent acquisition and deployment, life/work design, and design thinking with globally based action research and collaboration skills, social, emotional, and heart intelligence skills, and digital, augmented, virtual, and collaborative intelligence skills. Ultimately, virtual labs will aid in the development of Superminds who learn and grow as whole human beings in their respective fields and communities.

These labs, however, are not substitutes for physical labs. There will always be challenges, connections, and problem-solving initiatives that require people to touch, sense, feel, hear, and see others in reality. The labs will be instruments for building true connection with other people by supporting them to develop productive and thriving interpersonal and social relationships.

A proactive action toward transformation

In order to transform our education system to support the cyber-reality, we suggest that leaders utilize the following core planning principles so that we may proactively co-create the needed paradigm shift:

  • Take a systemic view toward education, life, and work. We need to use systemic thinking, for example, by aligning with the UN Sustainable Development Goals so we are modelling the need to partner with existing institutions.
  • Take a holistic, multiple-intelligence, and multi-identity view of human beings. This view shall incorporate mental, emotional/social, spiritual, and physical aspects of people as well as the intersectionality of their personal identities.
  • Hold a collective view of human beings and technology. Recognising that human beings create, program, and build technology as well as algorithms, this view recognizes technologies as tools for serving humanity and society and not the other way around.
  • Actively design the future. Do this by utilising a future design framework (supported by action research and design thinking techniques) to help us cope with the current world in transformation and the future that is both being designed and revealing itself to us. This will help us create a desired future, limiting the pull towards the future that is either in operation or we would otherwise expect to occur.
  • Clearly recognise that challenge of defining the direction for the future while simultaneously taking action to create tomorrow, today. The desired direction will run in parallel with the actions being taken for design. (This is a bit like flying the plane while building the plane.) Follow a managing by traction (MbT) process to guide this process.10
  • Be mindful of cultural transformation. The transformation process and outcomes will  encompass the multi-layered worldview of every individual contributor that has developed over time, including: individual biases, experiences, and deeply held beliefs; shared collective and cultural worldviews and lifestyles; our human relationships with, and within, multiple communities and societies—both with shared and different views and mindsets; our relationship with animals, the planet, nature, and the environment; our learned and transformed ways of behaving, reflection, and changing; and, finally, our individual and shared relationship with the arts, language, history, and projected understandings of sociocultural systems, paradigms, values, beliefs, and attributed meanings.
  • Expand responsibility for defining, developing, progressing, learning, and controlling the education system and its curriculum frameworks from the schools (alone) to a collective composed of individuals, schools, specialised organisations, corporations, and collective institutions. New methods for assessing learning performance and outcomes (including progress of skills, abilities, competencies, and talents) need to be created, shifting from sole dependence on examinations to new, measurable devices.

We recommend numerous actions to begin the education transformation process:

1. Develop the new education paradigm and curriculum that views life and work as collaborative and meaningful activities that secure the quality of life. Four elements are necessary:

  1. Action 1: Develop the unique human competencies. Launch within primary and secondary school education frameworks.
  2. Action 2: Develop the new core curriculum for university-level education that will incorporate generic cyber-age-specific competencies. Each discipline should customise this curriculum to its specific needs.
  3. Action 3: Incorporate “talent development” as a core element of lifetime learning. This will require innovative talent development and deployment models being developed and then applied.
  4. Action 4: Extend the human uniqueness competencies at the university level in order to prepare students for an uncertain, yet surely fascinating world. 

2. Build a global regulatory agency, grounded in shared life values and based on a shared leadership context that revolves in membership on a periodic basis.

3. Develop Superminds, agencies, virtual labs, etc. that are grounded in shared life values, serving both the needs and aspirations of individuals and the collective.

4. Implement a phased solution for launching the curriculum. Phases I and II will overlap (see Exhibit 4).

5. Develop a resilience-building, stress management programme for students of all lifelong learning levels so that all human beings and teams learn how to manage change, their own inner world, and their interactions with others as well as how to develop as authentic individuals and community members throughout their lives.

Exhibit 4

Activating essential values in the transformation journey

“When educating the minds of our youth, we must not forget to educate their hearts.” His Holiness the Dalai Lama

No matter how quickly or even completely we evolve towards a metaverse—including all its many components, such as artificial intelligence, virtual reality, cyber-intelligence, and digital intelligence—at the core of societies, communities, and human beings is life itself. All at the same time, life is musical, magical, growth-oriented, fragrant, sensual, tragic, beautiful, profane, emotional, spiritual, physical, mental, and creative. Life is both tangible and intangible; it incorporates the known and the unknown. Life gives birth to people and hope. Generative and transitory. What makes life worth living is more than experiencing the artificial, although technology in all its imaginative glory may serve to elevate and make more productive the human experience.

Just as we stand on the pivotal point of utopia and catastrophe, technology, too, stands on the precipice of service and destruction. Technology has the potential to serve the greater good, to aid us in crossing the danger zone and addressing the challenges that threaten our civilisation. If unleashed to its own inherent power and unguided, valueless explosion in applications, technology also has the power to take over our minds and reality, potentially destroying human civilisation in its own quest for birth and survival.

It has never been more important for human beings at every level of society, in every role, and in every community to define their individual and community core values, reaching across borders and boundaries, in relationships and as families, classes, communities, societies, and institutions, and to answer the questions: “What do I stand for?” and “How can I use all my capabilities to serve the higher good, to make the world a better place?”

Values act as guiding stars for people making decisions throughout their lives. They act as energising forces as we define our long-term purposes and life/work. They also serve as bumper guards, forming a set of decision-making criteria as we face challenges and trade-offs in the moments of life.11

The metamorphosis of education will require people to examine two kinds of values going forward: the mega-value of trust and overarching life values.

Trust. Trust (and the confidence to act in trust) is the essence of the life contract we make with ourselves and with each other. It is the belief we have in ourselves, in other people, or in institutions. Self-trust lies at the core of self-confidence, empowers our own certainty of abilities, and supports us to choose and learn from experiences. All healthy relationships are based on mutual trust that develops over time. Trust is also the fundamental condition for co-creating positive, thriving, and generative cooperation, collaboration, and partnership with leaders, companies, and even brands, products, technology, and tools. It is the core, ennobling value that knits together the fabric of society, weaving people together in life and work, helping them to feel safe and that they belong to a group. Trust in a leader allows organisations and communities to flourish, while the absence of trust can cause fragmentation, conflict, and even war.

Building trust, at any of these levels, we all know, takes attention and intention, time and resources. Trust must be earned. If broken or lost, it becomes very difficult to restore. While trust is fragile in nature, an extremely hopeful part of the generative nature of human beings and human relationships is that trust can be renewed, regained, and reclaimed.

Trust is also a dangerous concept. Some people are not trustworthy. Some are guided to serve values that are based on greed or selfishness, used to manipulate, deceive, control, and/or betray others to serve a depraved idea or outcome. People, therefore, learn to trust leaders more by their actions than their words.

Life values. The second kind of values that act as a guiding light for people and every successful organisation, community, and society are “core life values.” These serve as guiding parameters in life and work and help us to define and even measure short- and long-term success. When shared and lived, life values bond people together and define a culture. Over the long term, they can also be used as the foundation for establishing healthy, productive, and meaningful relationships amongst stakeholders, creating trust and bringing tangible benefits to all. Such values underlie sustainability strategies, as leaders of companies and institutions strive to transparently meet goals and deliver outcomes that serve all its stakeholders around the globe.

These serve as guiding parameters in life and work and help us to define and even measure short- and long-term success.

It is not only the identification of shared life values but also the actual open dialogue that groups use to identify their priorities that empower values as generative and guiding lights. As people talk about what is most important to them, what is essential for their group identity and success, they are co-creating their shared values at the heart level. This process is the essence of collaborative living and loving.

Here is a list of possible core life values that we recommend individuals and groups meaningfully contemplate as they determine their shared purpose and strategies for contributing to a shared planetary outcome:

  • Happiness: How can we make ourselves, others, and future generations happy?
  • Preservation: How can we preserve a habitable world for future generations?
  • Purpose: How can we take care of something valued, valuable, and essential?
  • Duty: How can we fulfil meaningful duties?
  • Contribution: How can we leave a meaningful legacy and make the world a better place –in the short and long term?
  • Creativity: How can we create new knowledge, artefacts, works of art, solutions, and ideas?
  • Education: How can we help to educate the next generation?
  • Relationships: How can we cultivate the art (and science) of forming meaningful and sustainable relationships and partnerships?
  • Talent: How can we develop the talent resident in individuals, communications, organisations, and/or institutions?
  • Peace: How can we facilitate peace, kindness, and a commitment to facilitating life (rather than hatred and war) in our world?
  • Service: How can we serve others, assist in the healing process, and/or coach others to learn and grow?
  • Care: How do we act with care towards others while building care as a resource into our teams, organisations, and institutions?

Creating dialogue and making shared choices surrounding core life values will help to build trust. We propose that teams follow these guiding principles to maximise their shared result for this work: 

  • Understand that building relationships is more important than achieving short-term transactions. Without the establishment of good relationships, a transaction will not be sustainable.
  • Seek to place purpose before profits in both life and work. Profitability is necessary for the longevity of nations, organisations, and jobs. However, balance out the reciprocal exchange in creating healthy profits with investing resources, achieving results for all the stakeholders, and giving back to society.
  • Practise transparency over opaqueness, adhering to principles of conviction and commitment over mere compliance. Great societies and organisations value open, honest communications. They practise doing the right thing over doing what is most expedient, with a commitment to long-term vision, purpose, and results.
  • Practise promoting advocacy over apathy. This means speaking and acting with courage and “walking your talk,” often placing the needs of others ahead of your own fear of leading change.   

Conclusions

We all know that education is key to all of our lives. It is the key to civilisation, the heart of human, social, economic, political, cultural, and historical development across the ages. Education also brings meaningfulness to our daily life as it challenges us to grow and to let go of that which doesn’t serve our growth process. It emboldens us to reach for the activities, work, relationships, and values that ground our lives with meaning. Education is necessary for supporting the development of skills, attitudes, and competences that generate rich and healthy families and work environments, both principal and intersecting spheres of our lives. However, neither education nor our educational systems can be taken for granted or remain static in their historical foundations today, especially given the amazing and alarming speed of technology advancement, the new theatres that beckon us (like the metaverse), and the exponential number of connections and networks within which we may operate.

Education

The deadline for achieving the UN Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, is fast approaching. Will we achieve the 17 Sustainable Development Goals by 2030? With the promises achieved and the promises broken from decades of work by countries and the United Nations—including the 1992 Earth Summit and the Millennium Development Goals set at the 2000 Millennium Summit—we have learned that leaders at all levels of institutions and from all walks of life need to envision and then deliver a systemic solution that has the potential to address our interconnected and systemically based wicked problems. We believe that at the very heart of this needed system-wide transformation process is education. We simply must ensure that all children and adults will have access to education—the right kind of education—that will support the equitable development of all people in all facets of human and societal functioning. This will necessarily include their education in human uniqueness capabilities, relational and connection skills (including emotional, social, and heart intelligence), talent development, and digital literacy. This will also include “twenty-first-century (soft) skills” such as critical thinking, problem solving, creativity, compassion, empathy, resilience-building and communication. All will be needed to enable people of all ages and backgrounds to contribute while continuing to evolve to meet the ever-changing demands of our burgeoning cyber-reality.

In both Part One and Part Two of this paper, we challenge the bureaucratic logjam that has stunted our educational system along with its very concept and roots.  We argue that we are not doing enough to respect the drivers of societal transformation or to match its speed of change. Talent around the globe is becoming obsolete. Many are neglected or forgotten as the world continues its rapid evolutions and revolutions. Leaders who recognise that now is the time to lead towards a future that is already being created are desperately looking for a renovated educational compass for guidance. It is not easy to find such a compass. However, if we do not even see that we need one, much less be on the journey to envision, find, co-create, and voice it into reality, then the probability for conflicts, disasters, epidemics, and social and economic chaos will only increase.   

In many corners of the world, the topic of education is typically applied to children and teenagers—the learners in primary and secondary education. While supporting this focus, we call for a transformed curriculum and set of new processes in both of our papers to help these students learn to learn and unlearn while also deepening their development of human uniqueness capabilities and digital skills (as well as STEM and liberal arts subjects). We must not stop here. In today’s knowledge-driven economies, which includes nations in both the developed and developing worlds, access to both quality education and talent development are necessary and related components. We argue for systematised lifelong learning to be developed and implemented within all seven chapters of the human journey. Simultaneously, we also argue that all world leaders must embed, invest in, and lead as one voice for this to occur across the globe and at all levels of human identity (individuals, communities, cities, countries, organisations, and institutions). This will be essential in order for us to achieve all 17 Sustainable Development Goals by 2030 (while preparing ourselves for the next set of shared and universal goals we will need to achieve as we move through the century) and to be prepared to live and work, survive and thrive, in a completely new world. 

People of all countries, regardless of their level of health and wealth, their level of technological and cultural development, stand to gain immensely from an improved and transformed education paradigm.  Collaborations between governments, parent and teacher associations, Superminds, Supermind Academies, and all teachers, students, coaches, and mentors must work together to find the best (i.e., the most efficient, effective, constructive, integrative, and intelligent) ways to transform education. Many questions need to be asked. What do we keep? What do we change? How shall we innovate? How will we partner and collaborate? Who will we listen to? Who shall speak? Who shall lead? Who may follow? And, how can we stay hopeful, mindful, heart-filled, and purpose-driven throughout the process? 

As a writing team, we call for action—innovative, envisioning, and inclusive action. We call for the organisation of an Education Transformation Summit, gathering others to pull together to lead the change we both anticipate and fear. We seek to inspire others as well as ourselves to shift out of our comfort zones and ask the tough questions, explore the void of creativity, and enter a heroes’ journey of learning, unlearning, relearning, and returning with the gifts of discovery and transformation. For the first time in history, we are in the unique position of being able to provide education opportunities for all, but only if we pull together. We cannot miss this critical opportunity. The time for change is now. The place for change is here. 

This paper is Part II of two articles presented in sequence under the same principal heading. The subheading is somewhat different for these two parts, and they are very complementary.

About the Authors

Dr Mario Raich

Dr Mario Raich is a Swiss futurist, book author and global management consultant. He was a senior executive in several global financial organisations, and Invited Professor to some leading business schools, such as ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of cyber-reality and artificial intelligence on society, education, business, and work.

Dr Kristine Marin Kawamura

Dr Kristine Marin Kawamura is currently a Clinical Full Professor of Management, Drucker School of Management, Claremont Graduate University (California, USA). She is also the CEO and founder of Yoomi Consulting Group, Inc., a leadership success and transformation consulting company. Her research as well as overall purpose is focused on transforming leadership, organisations, societies, and individual lives with Care—a core resource for creating extraordinary collaboration, authenticity, resilience, and engagement in organisations and unlocking new levels of human, technological, and societal impact.

Dr Simon L. Dolan

Dr Simon L. Dolan is currently the President of the Global Future of Work Foundation. He was formerly the Future of Work Chair at ESADE Business School in Barcelona.  He taught in many North American business schools, such as Montreal, McGill, Boston, and Colorado. He is a prolific author, with over 80 books on themes connected to managing people, culture reengineering, values, coaching, and stress and resilience enhancement. He has also published over 150 papers in scientific journals.  He is an internationally sought speaker.  His full c.v. is at:  http://www.simondolan.com

Dr Paweł Rowiński

Dr Paweł Rowiński is ALLEA Board Member (Polish Academy of Sciences). He holds a degree in mathematics from the University of Warsaw, and doctoral and habilitation degrees in earth sciences with a specialisation in geophysics from the Institute of Geophysics, Polish Academy of Sciences. Among others, his research interests include mathematical methods in geophysics, geophysical flows, river hydrodynamics, and fluvial hydraulics. Paweł Rowiński has published more than 160 refereed scientific publications. He serves as associate editor for several prominent scientific journals and publications. In 2018 he was elected Vice Chair of the Europe Division Leadership Team of the International Association for Hydro-Environment Engineering and Research IAHR. Since May 2015, he has served as Vice President of the Polish Academy of Sciences (second term in office).

Mr Claudio Cisullo

Mr Claudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he has founded and established over 26 companies in different business segments globally. He is a board member of several internationally renowned companies. He is the founder and owner of the family office CC Trust Group AG and also the founder and Executive Chairman of Chain IQ Group AG, with its headquarters in Zurich. Chain IQ is an independent, global service and consulting company providing strategic, tactical, and operational procurement. (https://chainiq.com/)

Notes and References 

  1. Solomon’s Code. Humanity in a World of Thinking Machines, Olaf Groth and Mark Nitzberg, 2018
  2. Michael Soskil, the 2017-18 Pennsylvania Teacher of the Year in his contribution “A time of unprecedented change”, to the book Teaching in the Fourth Industrial Revolution, Routledge, 2018
  3. A World Without Work, Daniel Susskind, Metropolitan books, New York, 2020
  4. To read more, order the book  or watch video on the theme, see: Superminds by Thomas W. Malone | MIT Center for Collective Intelligence
  5. Source: 45 Shocking Ageism Statistics – BrandonGaille.com. Accessed 29 April 2022
  6. Source: Ageism Effect on Younger and Older Executives (bluesteps.com). Accessed 29 April 2022
  7. The main difference between genetics and epigenetics is that genetics is the study of genes that control the functions of the body, whereas epigenetics is the study of inheritable changes of organisms caused by the modification of gene expression. Genes are the basic units of heredity that pass genetic information over generations.
  8. The concept has been developed by Giocama Rizzolatti and his colleagues at the University of Parma, who have undertaken research into what have become known as “mirror neurons.” The early stages of research were received with a fair amount of scepticism but they are now generally regarded as being for real, and they change the accepted view on how perception and cognition work and how empathy functions. Rizzolatti’s work comes out of the brain research that has been mapping the brain and its functions over the last twenty years or so. His discovery, through primate research, is that when an observer sees someone act with intention, not only do they respond perceptively, as revealed by neuron activity, but also as if they themselves were doing the action.  This does away with the old division of perception, cognition, and action as discrete activities.
  9. Please see www.yoomiconsulting.com for more information on accessing the power of the heart and positive emotions to transform deeply-embedded neurological patterns (e.g., subconscious emotional memories and associated physiological patterns that lead to unconscious bias, judgments, and negative emotional reactions) and increase inner coherence, resilience, and improved  decision-making.
  10. More information in our paper: “Managing by Traction (MbT). Reinventing Management in the Cyber-Age”, Mario Raich, Tomasz Krzeminski, Claudio Cisullo, Simon L. Dolan, and Bonnie A. Richley, The European Business Review, November-December 2020
  11. For more on values, read:  Dolan S.L., The Secret of Coaching and Leading by Values, How to Ensure Alignment and Proper Realignment. Routledge, 2020

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Towards A Visionary Prescriptive Transformation of Education: Part I: New Paradigms, New Reality, and a Distinct Reflection https://www.europeanbusinessreview.com/towards-a-visionary-prescriptive-transformation-of-education-part-i-new-paradigms-new-reality-and-a-distinct-reflection/ https://www.europeanbusinessreview.com/towards-a-visionary-prescriptive-transformation-of-education-part-i-new-paradigms-new-reality-and-a-distinct-reflection/#respond Thu, 28 Jul 2022 23:39:12 +0000 https://www.europeanbusinessreview.com/?p=157128 By Mario Raich, Kristine M. Kawamura, Simon L. Dolan, Paweł M. Rowiński and Claudio Cisullo This paper is Part I of two articles to be published in sequence under the […]

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By Mario Raich, Kristine M. Kawamura, Simon L. Dolan, Paweł M. Rowiński
and Claudio Cisullo

This paper is Part I of two articles to be published in sequence under the same principal heading. The subheading is somewhat different for these two parts, and they are very complementary.

Educators are the co-founders of our future

We are living in extremely disruptive times. Our world, our systems, and our foundations for working and living are out of balance, ready both to implode and explode. We teeter on the edge of collapse of all-encompassing transformation, which calls all leaders to face challenging choices. Do we view these challenges as opportunities or threats? Are we capable of launching the inward exploration, the heroes’ journey that is required to change ourselves and then to lead change with others and in our organisations? Do we have the courage to confront the ills and traumas embedded in our previously constructed systems that are now even more fully inflamed by the unleashed forces that are giving us the energy and fuel to truly metamorphose through the chaos of our times? 

What often drives change is a vision of tomorrow that pulls us through the chaos and pain of transformation. However, we as leaders of institutions and organisations have not yet figured out our tomorrow. We may see the impact of today’s changes and our day-after-tomorrows unfolding. Yet, what is our tomorrow? What tomorrowwhat paradigms, reality, outlook, systems, and capabilities of tomorrowwill help us create a tomorrow that is fully worthy of human living, human working, human loving, and human flourishing? 

What often drives change is a vision of tomorrow that pulls us through the chaos and pain of transformation. However, we as leaders of institutions and organisations have not yet figured out our tomorrow.

This paper includes two interrelated parts that will be published in a sequence. In both parts, we build on previous articles published in this journal as well as in Kindai Management Review. Our aim is to continue the discussion and create a future that is worthy of living for people around the globe. All in all, we are proposing a new system to support both the disruptive transformation and the organic envisioning of a new world that celebrates humanity and all our innovations, whether they be technological, emotional/spiritual, or heart/brain based. 

The logic for this series is the following. In Part 1, we present the actual and emerging context of our times, labelled the “Danger Zone.” This zone may be considered the void of creation, a place and time of turmoil, upheaval, and loss, which must be experienced and then crossed to reach a new tomorrow. If handled poorly, we may further exacerbate the inequalities, terror, and pain experienced by many across the globe   the end of the world as we know it. If handled well, we also may face the end of the world as we know it. Yet, could we also gain? What kind of world could we create if people lived from a place of wholeness? If today’s children, teens, Gen Zs, millennials, and leaders were educated, led, and freed to be even more uniquely human? We describe this Danger Zone as being upside down, out of balance, and ripe with potentiality. 

We also offer a profound analysis of human uniqueness, within the greater context of the non-human trends we must grapple with in our current reality, including the fast-developing role of artificial intelligence (AI). We provide a perspective on creating a world and workplaces based on the balance of profit (arising from capitalism) and purpose (arising from values, meaning, trust, and heart intelligence). In addition, we offer an examination of human uniqueness on four different levels: “Me”, i.e., individuals; “We”, i.e., relationships, communities and society; “They”, i.e., human artifacts; and “It”, i.e., the environment and ecosystems necessary for us humans to survive and thrive.1

In Part 2 (our ensuing paper), we address the role of education (and identify the broad-based need for educators) needed to lead the change we need in our world. One thing is certain: education, as we envision and deploy it today, is outdated. It fails to prepare us and our next generations for the new world. Therefore, this is an urgent call to transform education and to develop a new core curriculum.  The redefinition of education, as we will argue in this article, will become the foundation of an encompassing global educational transformation that must be implemented from preschool through secondary, tertiary, corporate, and life-long learning programmes.  The identification of educators, as well, must expand as, together, we envision the capabilities, relationships, and interconnections needed for global, community, and individual transformation. All leaders must become educators and coaches of others. All individuals must become educators and coaches of self in order to accomplish the external and internal systemic changes we need in order to transform our reality. 

Part 2 also offers a brief analysis of the transformation needed in the economic, sociocultural, business, work, and leadership aspects of organisations, so that the gestalt is more complete, effective, and impactful. Our future is still unfolding, co-created by all who step into the creation process. We view this article as an invitation to all readers to participate in the transformation process, so that we address both the immediate (acute) and chronic conditions we face in the quest to co-create positive transformation in our world today. 

A turning point: will we allow the collapse of our civilisation? Or will we create total transformation?

We stand on the precipice of human and planetary survival and sustainability. Having moved past the binary poles of right or wrong decisions, leaders must clearly face the ramifications of decisions, unprecedented in scope and impact, that were made in the past and are currently destroying human lives and societies. Global threats like climate change, food security, availability of clean water, the COVID-19 pandemic, massive human migration, authoritarianism, polarisation, and even global war are driving entire societies apart, destroying the fabrics that have woven them together for centuries. These forces have caused people around the globe to suffer from extraordinary levels of anxiety, stress, depression, and hopelessness, whether the source of their pain is conscious, unconscious, or existential. Though daunting, many institutions and leaders are rising to the occasion, working individually and in collaboration to meet the lofty ambitions described in the UN Sustainable Development Goals. For these to be achieved, however, we need still-greater levels of commitment and collaboration at every level of our world: system, institutional, trans-institutional, community, family, and individual. 

What is most terrifying is to realise that the underlying foundation of many of the destructive forces is human beings themselves. Although human beings are capable of being both sinners and saints, three negative motivational drivers inherent in human nature have prevailed: 2 

  • Greed for power, money or dominance over others, which eventually leads to corruption and abuses of power
  • Fear of losing acquired wealth, status, or an entitled or privileged position in society (e.g., racial superiority)
  • Fundamentalism and hatred of all that is different or strange or that doesn’t fit into accepted norms or images

All three drivers stem from two interrelated economic principles: the illusion of infinite growth and the belief that more is better. These drivers fuel a vicious cycle that is propelled by interlocking disruptive forces and the rising levels of stress, anxiety, and angst that is a defining feature of the human condition. We believe that leaders across systems and disciplines need to pay immediate attention to breaking this circle (within their institutions, organisations, and individual decisions) to change the disastrous outcome towards which we are rushing headlong.

We are at the crossroads of two intersecting paths: the continued spreading hopelessness, despair, and a lack of meaning throughout the population; or the rebirth and flourishing of the “higher” human being, capable of addressing the opposing forces of continuity and change. 

These widespread and unchecked negative emotions and realities, however, are causing people to lose trust in their institutions and the political and economic leadership of their societies. Such a loss of trust within societies is dangerous. They may precipitate a greater meltdown of core human values and a general state of human indifference and the decay of social structures that have evolved through generations of civilisation. They have given rise to totalitarian leaders who promise simple solutions to complex problems, using ideology, religion, and control of mass thought and media to subvert democracy, freedom, safety, and true security. Often, people without a strong sense of purpose or inner self-esteem can be easily seduced by authoritarian personalities because they have lost sight of their own moral compass. This cycle legitimises autocracy and may lead to anarchy. The cycle represents a dying of the old systems that are no longer working, that really have never worked. And it offers a tipping point, a choice point, arising from the recognition that out of death and decay comes transformation that may be energised by the beliefs, practices, and actions of people and communities across the globe. We are at the crossroads of two intersecting paths: the continued spreading hopelessness, despair, and a lack of meaning throughout the population; or the rebirth and flourishing of the “higher” human being, capable of addressing the opposing forces of continuity and change. 

We should always bear in mind that most people tend to notice, perceive, and even believe information when it confirms their opinions and worldview, even when the information is contradictory and the facts do not make sense.  Neural research can explain this. Part of our brain, the amygdala, is wired to see familiar patterns that have developed throughout our lives. These patterns help us to more quickly discern activities occurring in the world around us and to make decisions that keep us safe. These patterns also underlie our biases and judgments we hold in our perceptions of current reality. Stress, anxiety, depression, and hopelessness actually only strengthen the amygdala’s control over our reactions. Depleting emotions and “negative” feelings keep us locked into patterns that have been built in our nervous systems throughout our lives and keep us from being able to access the parts of our brain (higher cortex, etc.) that we can use to be flexible, to make values-based decisions, and to choose a new direction in the moment. It is therefore not a surprise that our biases “rule us,” orienting us to accept information that is consistent with our worldview. Science tells us these cycles can be changed by accessing heart-based tools and heart intelligence. Being conscious of our beliefs and biases can also help us to better screen and absorb information in a more critical manner. Unfortunately, many people have fallen prey to false prophets marketing fear and “dogmatic truth,” even if it is evident (to others) that this information contradicts the facts. The exchange of “truth” for a “promise of safety” seems to have settled more and more around the globe, which has also led to polarisation, scapegoating, and the “cancelling” of people, communities, and societies as well as any ideas different from one’s own.

People can be influenced by, and succumb to, other insidious traps. We can observe a growing number of people following abstruse and fanciful conspiracy theories, often fuelled by social media. Others place nearly unlimited trust and belief in technology, making it appear like a new form of “religion.” Technology is an ever-changing “god”, as the demand for growth, fueled by incremental, disruptive, architectural, and radical innovation (both evolutionary and revolutionary) shakes up our industries, institutions, communities, and individual lives. The advance of the technologies of the Fourth Industrial Revolution (robotics, AI, AR, VR, big data, IoT, blockchain, crypto, and the like) has produced a developing scenario in which the service of humanity seems too often eclipsed by the momentum of technology. The Fifth Industrial Revolution, however, if responsibly and ethically developed, may allow human beings and technology to dance together, metaphorically speaking, proactively building a connection between technology and purpose and inclusivity.

We can envision neither the path going forward nor the final outcome of our decisions. Do we choose to create value and serve humanity or do we continue to make short-term decisions based on negative human drivers and further perpetuate economic, political, and social turbulences and increased human, animal, and planetary stress? 

In this paper, we choose to move from the “either-or” strategies and decisions of the past to the “both-and” strategies, decisions, and creative solutions that we need to effectively lead today and tomorrow by exploring the role of education in the transformation process. With this our declared endgame, let’s begin by describing more clearly the Danger Zone in which we are living and operating. 

The Danger Zone: “Either-Or” or “Both-And” Alternative Outcomes

Let’s set the stage by reviewing a precept of economics. Traditional economic theory is based on the notion of trade-offs. Trade-offs are the foundation for understanding opportunity costs, which describe the balancing of factors involved in decisions that involves time, resources, factors of production, and knowledge, which are unattainable all at the same time. For example, a person gives up the opportunity to buy product B because he/she wants to buy product A, as in the standard economic example of guns for butter. Trade-offs are part of the traditional mindset and worldview of business; we must give up profits for purpose, short term for long term, people for technology. Trade-offs set up an “either-or” decision matrix and have led to a Danger Zone that we believe entails the risk of the partial or total collapse of our civilisation.

Moving across the Danger Zone is critical for the survival of people, societies, and the plan. We believe there are alternative pathways leading to different landing zones in our shared future. 

The Danger Zone3

Highlights of Great Challenges and Opportunities of Human-made Disasters

We argue that people, communities, and societies around the globe are moving into a “Danger Zone,” a space and time in which we face a high risk of harm from multiple, competing, and coalescing forces that entail the risk of partial or total collapse of our civilisations. We cannot avoid naming the worst-case scenario: the total annihilation of the human species. The Danger Zone consists of three areas of challenge arising as collateral damage from how we, human beings, have chosen to live.

1. Environment degradation: climate change; degradation of ecosystems, marine life, and polar life; biodiversity loss and extinction of species; water shortage; desertification; and global pollution (air, water, soil, space)

2. Social unrest: COVID-19 pandemic and future pandemics; global migration; spread of bipolarisation and an increase in authoritarian and nationalistic regimes, threatening democracy; nationalistic and “cancel” culture; growth in income, racial, sexual, and cultural inequalities; future of work trends, causing job transformation and job losses

3. Conflicts: the rise in terrorism (domestic and foreign), warfare, and genocide/ethnic cleansing of people and cultures, any of which could lead to a global war; existing domestic, national, and regional wars; asymmetric conflicts and other conflicts due to polarisation and authoritarianism

Furthermore, the global pandemic, COVID-19, has exacerbated human, societal, geopolitical, cultural, and economic divisions and inequalities around the globe. The culmination of all three aspects has created cracks in the social cohesion that has tied communities, societies, and nations together.

Sir David Attenborough, the naturalist, claims that climate change is humanity’s greatest threat in thousands of years. If we cannot stop the degradation of the environment soon — most importantly, climate change — we will have to confront social unrest, conflicts, and wars. Some experts project that hundreds of millions of people may be displaced, leading to a “tsunami of people” swept from their homes, millions or even billions of “climate emigrants” becoming nationless refugees, provoking a worldwide immigration crisis. Given that our social and emotional resilience is already crumbling, its further disintegration would cause global mayhem and, finally, the collapse of civilisation. It is highly unlikely that our tightly connected, globalised social and economic systems can withstand such a global chaos.

We believe that the global issues of the Danger Zone will dominate the rest of the first half of the twenty-first century and forever change our future path. It contains inherent existent AND connected risks for our civilisation, and even humanity itself. We also have mixed feelings about the future as we believe the outcomes are not final. We agree with Seth Baum, an expert in catastrophic risk, as he states:

“If humanity can succeed at avoiding catastrophes, or if we can recover from them, then we may be poised for an incredibly bright future — one enriched by transformative technologies and expansion into outer space. But if we fail, the harm could be permanent. A catastrophe that causes human extinction would, of course permanently end our civilisation. However, even if some humans survive, humanity as a whole may never regain the advanced civilisation we have now.”4

Whatever path we take, everything indicates that we are coming closer to a mega-disruption, which may lead towards a “back to the start” journey for humanity, a near extinction, or even a total collapse in humanity and civilisation. If we are lucky, we may co-create a deep transformation process that leads to both Transhumanism and the shift from Meta-Mind towards Ω-Mind and Encompassing Metamorphosis, creating a completely new world. Most importantly, we are still in the co-creative process of transformation! We still have the opportunity, capacity, and capability to access to our higher-human selves and intelligence to choose the pathway and direction with which future humanity may unfold.

Possible Outcomes:Extinction, Partial Destruction, and/or Total Transformation

Utopia 1: Encompassing Metamorphosis and shift from Meta-Mind towards Ω-Mind 

Utopia II: Transhumanism 

Dystopia 1: Growing populism and neo-fascism leading to the reign of powerful lords

Dystopia II: The world controlled by autonomous smart machines and systems

Catastrophe I: Partial or total destruction of human civilisation

Catastrophe II: Extinction of human species

Definition of Terms
  • Utopia: an imagined place or state of things in which everything is perfect
  • Encompassing Metamorphosis: a complete change of character, appearance, or condition; appeared as a metaphorical concept in literature, in biology (applied to animals such as the butterfly), and during the modern scientific age (between the seventeenth and nineteenth centuries), during which it resurfaced in conflict with evolutionist thinking. In the contemporary period, the meaning shifts to signify a strong vector of complete change or transformation. 
  • Meta-Mind: a partnership between human beings (the human mind) with machines (artificial intelligence, IoT, cloud, VR, and AR), leveraging and co-creating collaborative intelligence, as well as the collective intelligence of the crowd 
  • Ω-Mind: the space, place, and time in which there is a thriving and positive universal connection and symbiosis between globally connected human beings and machines
  • Transhumanism: the belief or theory that the human race can evolve beyond its current physical and mental limitations, especially by means of science and robust human-enhancement technologies. Such technologies would augment or increase human sensory reception, emotive ability, and cognitive capacity, as well as radically improving human health and extend human life spans. Such modifications resulting from the addition of biological or physical technologies would be more or less permanent and integrated into the human body.
  • Dystopia: an imagined state or society in which there is great suffering or injustice, Typically one that is totalitarian or post-apocalyptic. Transhumanism run wild leads to two forms of dystopia:
  • Dystopia 1 may arrive from advanced capitalism, which values progress and efficiency above everything else as a means to maximise profits. Human beings become vessels of powerful, negative leaders to serve this value.  
  • Dystopia 2 may arrive from reaching the point of Singularity, which allows the convergence of human and machine consciousness to the point at which artificial intelligence surpasses that of humanity. This process values progress and efficiency above everything else as a means to maximise power. Smart and independent machines, operating out of human control, control human beings to serve this value. 
  • Catastrophe: an event (or series of compounding events) causing great and often sudden damage or suffering; a disaster
Crossing the Danger Zone

We believe in the potential of converting tough challenges into opportunities. Science, advanced technologies, ethics, human choice, the opening to heart intelligence, and the rise of collective, integrative intelligence are all strategic tools that could be developed specifically to empower transformation.

Among these, we believe that artificial intelligence, used in conjunction with these other noted strategic tools, may offer our greatest opportunity. We are already seeing how AI has activated the early transformation of stand-alone threats into collective opportunities through a range of disciplines: biotech, nanotech, genomics, new sources of sustainable energy, geospatial mapping, cosmic technology, new technologies beyond today’s imaging, and the fast-emerging new natural sciences that are leading to a new, more integrative worldview of the human and technology dance.

These opportunities will be gained through the combination of technology advancements and social/geopolitical change, both of which will most likely dominate the world agenda for the rest of this century. We foresee that collaborative intelligence arising from a highly integral man-machine interface equipped with AI will play an increasingly important role in this development. We believe that this level of collaborative intelligence will further advance our movement towards the ‘Meta-Mind-Society,’ a concept that we have recently explained (2019)5.

Human Uniqueness and Collaborative Intelligence Revisited

Before we examine how transforming education is necessary for us in order to transform our future, we need to review the concept of “human uniqueness.” Human beings, in many ways, are a unique species that is grounded in nature and the natural, living reality. We have physical, mental, spiritual, and emotional qualities. We are also part of the earth, Gaia, which may simply be seen as a vast self-regulating organism. Human beings are also highly complex biological machines (i.e., living entities that are able to procreate and multiply). We have highly developed levels of consciousness and self-consciousness along with a subconscious that drives our decisions in sometimes mysterious ways. We are capable of introducing a new level of complexity into our already complex worldthe capacity to exert purposeful and meaningful change within ourselves and into the fields, relationships, and systems around us. The free will born of consciousness allows people to imagine and to create things which were not there before.

Unlike machines, another aspect of being human is our fundamental identity as relationship creatures, whether they are unilaterally, mutually, and/or multilaterally defined (see Exhibit 1). We have a relationship with our self, which gives us an inner context to our life, an identity within a complete and complex “metaverse” of our self. We also have relationships with other people (e.g., friends, partners, children, families, communities, etc.). In so doing, we are both part of these relationships as well as separate from, and with, them. We are also part of larger communities and societies, again, simultaneously being a member of them while still standing separate within them. Human beings are thus complex creatures with the capacity to be part of an inner metaverse, a collective intelligence, a collaborative intelligence, and an outer context (or greater metaverse).

As human beings, then, how do we create purposeful and meaningful change? We believe that this process must begin with education. Education is the main driver for securing social and cultural continuity and developing unique, mature personalities. Instead of focusing solely on “artificial intelligence” as a stand-alone strategy, we need to begin thinking about artificially  enabled and highly performing, purposeful actions. Remember that all the so-called “smart” and “intelligent” machines are based on algorithms; and all algorithms are developed by human beings who often cannot separate their perceptions from their own deeply seated biases and experiences, all embedded in their neurological systems. Consequently, AI systems perform by mimicking human behaviour described, defined, and directed by human beings. 

Collaborative intelligence, as described in previous papers, is developed when the individual and collective intelligence of human beings is combined with artificial intelligence. It is developed through mass collaboration, exponentially growing when humans and smart AI-based machines work together, which allows it to deliver the best results by leveraging the most appropriate abilities of both sides. When human intelligence and AI is able to leverage collaborative intelligence, combine the collective intelligence of the crowd (through massive crowdsourcing) with the computational power of machines (including IoT, cloud, and virtual reality) in all forms and on a massive scale, we can reach the Meta-Mind. You can think of the Meta-Mind as a joint venture of enhanced human mind and highly smart, advanced AI, the place of “Singularity.”7  

Given the human propensity to be in relationships and our constant desire to learn and growand when the Meta-Mind lives and acts in our current and not-yet-foreseen multiple realities and hybrid realitieswe can envision superminds gathering in Supermind Academies, Meta-Mind Academies, and Global Meta-Mind Academies. We would then be able to create a Meta-Mind Society that is dominated by Meta-Minds. There, the Superminds and the highly developed machines are fully connected to the outside world, forging “Symbionts.”8 In the Meta-Mind Society, AI-based machines will lead the further development of technology algorithms, tools and systems that are needed for its full development. This may change once the development of AI and AI-based machines is capable of operating completely independently and autonomously from human support and intervention.

This Meta-Mind Society requires a new level of collaborative intelligence that we cannot even imagine today. Furthermore, we have not yet developed the capability to collaborate on such an any-to-any scale. We also need new forms of organisations, new structures, such as digital, virtual, and meta-platforms, core processes, and advancements in new technologies such as  neuroscience, bioinformatics, and cyber-reality for this to occur. 

The overarching purpose of this vision of the future is to create value for all the elements, or stakeholders, involved in its implementation. For this to happen, we need a shared purpose, shared ethics, shared values, a Global Collective Regulatory Board, and individual human beings operating from their highest-human self as often as possible. We have great work to do to create a world in which this is possible, valued, and rewarded. Unfortunately, too many political and business leaders today are rather “top-heavy” in their orientation, mindset, and power. Many are more concerned with their rewards, achievement, and earnings than the needs of the people they lead or the institutions with which they collaborate and partner. Too often, C-level and senior executive meetings are focused on power games, solving problems, or fixing legacy systems rather than taking concrete actions to create value throughout the organisation and its stakeholders, whether they are human- or machine-based. It usually takes a crisis or conflict to shake an executive team from its comfort zone and seek true change.  

 A Necessity: Leaving the Comfort Zone

Why does a crisis or conflict elicit change? How do they motivate people at all levels of institutions and from all backgrounds to move from their comfort zones and actually change?

Research tells us that people resist change. A popular adage says that people would rather die than change. Why might this be true? Over the course of their lives, people become comfortable with behaviours, rules, guiding principles, and values. Their use makes it easier to live and to make decisions, requires less thinking and more built-in, automatic responses. This set of routines builds a box around us, four walls that allow us to be more productive and more efficient as we meet each passing moment without having to weigh or test alternative responses to everything going on around us. These four walls also inhibit our ability to think about, explore, be curious about, or even see something that is new. As long as we continue to receive favourable responses to our behaviours, most people believe they have no reason to change. This becomes one’s comfort zone, one’s baseline operating system, which works simply because it works over a sustained period of time. Additionally, we want to feel good about ourselves. We have all learned effective techniques for retaining a positive self-image. If what we have done has worked in the past, we will continue these behaviours. This desire helps us discredit disconfirming data from the external world, and we are faced with a difficult choice: to reject or to accept its message. Accepting something new may be painful, as we are faced with changing our positive self-image, stepping out of our comfort zone, experimenting, learning something new, changing our behaviour, and accepting our new self-image. 

The opposite way of being in the world over time is to live and work with a learning mindset. Those with a learning mindset hold an attitude that predisposes them to seek out challenge, to be open to new experiences. They are curious, motivated with a constant and intentional need to learn and to grow. In fact, they believe they can and will learn through the experience. 

Research  also shows that leaders with a learning mindset and an intention of gaining something positive from an experience actually experience more growth and development than leaders who don’t hold this attitude. 

Now, enter change in the external world in the form of a crisis or conflict. Or a wholly new disruptive force, like the powerful, even unimagined, onset of artificial intelligence into our comfort zone of leading, running an organisation, interacting with others, building our workplace, and even learning. There are a variety of ways to accept or reject this invitation to transform. Leaders with a learning mindset, seeking to imagine, reimagine, or envision a new tomorrow, have learned to learn, to dream, and to address the fear and stress that naturally occurs with profound invitations to change and then to work to transform others. The transformation process requires courage, reflection, a deep sense of caring and compassion for others, and the willingness to explore and speak one’s truth while moving into collaboration with others.

Let’s further explore the comfort zone and its principal drivers and challenges in light of the risks and potentialitythe possibility of creating a “utopian” or “catastrophic” future offered with the advancement of artificial intelligence in our world and work (see Exhibit 2).

Imagine a leader who is an inventor, innovator, entrepreneura dreamer of making a difference, leading change, and creating a future worth living, ripe with courage, curiosity, and strong feelings of passion and commitment to create a dream. Her life has multiple aspects, include her working life (in which she performs daily tasks, seeks results, and drives her career) and her personal life (in which family, friends, personal values, spiritual routines, and emotional well-being are valued and sought). In order to create a purpose-driven sense of meaning in her full life, her goals include bringing purpose and well-being into all parts of her life, cultivating a sense of relation, connection, compassion, and care into work, and clear-sighted goals and mindset into her personal life. She is very concerned about the future generations of her family, wanting to move beyond hoping for a positive world to strategically leading the creation of one. She actively seeks to look within so that she develops herself to be capable of envisioning a positive future and thriving future generations as well as out into the community, seeking to address the key issues glaring in society’s reality. 

To make a dream come true, she recognises that capabilities for creativity, resourcefulness, entrepreneurship, and perseverance are required. Additionally, she knows that any kind of change, much less transformation, will move her outside her comfort zone, that place and space in which she feels good, positive, and valuable. She will need to move into a zone of discomfort as part of the process of creating a new comfort zone. Awakened with curiosity, inspired by hope, seeking to alleviate pain (her own and the world’s), dissatisfied with the status quo, external forces of change, disruption, and dark possibilities of current reality, she feels she simply must act to do her part to create a better, more positive world for future generations. 

There is pressure and even fear in such a model with its imploding energies and drivers. Any change leader knows that he or she (and all the people with whom they connect) are critical stakeholders in creating the future. He or she feels the impetus to envision the new, to rally their stakeholders to create a new tomorrow, calling forth courage to hold to a dream and then use innovation, entrepreneurial skills, and gathered resources to make it happen. As Martin Luther King said, “Tomorrow is today!”  The push to speed up and the risk of being too late to address the huge and challenging problems inherent in crossing the Danger Zone can be inspiring, yet also stress-producing. Fear, stress, dissatisfaction, and hopelessness can overwhelm or even paralyse any change leader. What is needed for all leaders is the resources and capabilities to operate their inner lives while supporting external stakeholders to be fully capable of moving into the abyss, through the danger zone and into their new comfort zone with ease. 

What are the keys to success for a leader of change as she anticipates our future world and creates the pathway to get there? Being capable of intelligent collaboration and partnership, where information integration, visualisation, and new modes of sincere and co-creative collaboration will improve business performance beyond our wildest expectations. Reimagining vision and potential, where organisations step away from their past successes and even the systems, rules, and stories that gave them their successes in order to co-create from the perspective of “what is possible?” rather than “what should we do?” Using the foundations of social entrepreneurship as a first light in the dark of anticipatory change. And transforming the foundations of education in a world that is teetering between survival and metamorphosis.

The Metaverse: Its Potential Transformation of our Economy, Society, Work, and Education System

Some futurists and pundits are envisioning and describing our future world as a “metaverse”. This term was originally coined by Neal Stephenson (1992) to describe a future world comprised of a network of 3D virtual worlds in which people can interact, do business, and forge social connections through virtual avatars. The metaverse draws on numerous technologies already in play, including machine learning, blockchain, virtual reality platforms, gaming, 3D graphics, digital currencies, sensors, and VR-enabled headsets. Given how COVID-19 has isolated people and encouraged remote and hybrid work experiences, the metaverse could reshape how we work in four major ways: new immersive forms of team collaboration; the emergence of new digital, AI-enabled colleagues; the acceleration of learning and skills acquisition through virtualisation and gamified technologies; and the eventual emergence of a metaverse economy with completely new enterprises and work roles.9   

The metaverse may bring new opportunities for segmentation, supplementing direct-to-consumer (D2C) and business-to-business (B2B) strategies with direct-to-avatar (D2A) approaches. Estimated market sizes may reach as much as $800 billion or $1 trillion in size by 2024, and leverage the current expenditures on gaming platforms for virtual goods, as well as block chain and bitcoin innovations. Commerce may unlock the development of value chains and commerce chains in virtual-to-virtual as well as physical-to-virtual and virtual-to-physical formats.

Within this world, communications, propelled by digital transformation, may lead us to develop an advanced web platform that will promote the sharing of information, data, and intelligence between the machine-to-machine (M2M), human-to-machine (H2M), machine-to-human (M2H) and human-to-human (H2H) interfaces. 

Although the development of a direct interface between human brain and machines has yet to be developed, advances in virtual reality, holograms, 3D technologies, and AI could give us the potential to remotely network a vast array of human brains through machines. These advancements would, of course, impact the production and R&D processes, accelerate “future of work” changes, and increase our demand to metamorphose the education system (see Exhibit 3).

Work is already being transformed by “future of work” forces, such as increasing contract work, digitalisation and virtualisation, lifelong learning, diminishing global talent, and others. In addition to these trends, we believe that we are also witnessing a dramatic transformation in the meaning and purpose of work. Given the level of challenges we face as we step into the Danger Zone, the activities and values of both work and life will be integrated as, together, we use entrepreneurship for social innovation, developing solutions that allow us to meet the UN Sustainable Development Goals that address all aspects of sustainability, including climate, water, air, human dignity, and social equality. Such a future represents a call to action by all countries (poor, rich, and middle-income) to promote prosperity, respect life, and protect the plan. They also recognise that strategies need to both end poverty and promote economic growth, while addressing social needs such as education, health, job opportunities, and social protection, and tackling climate change and environmental protection. The need to create solutions in our physical reality, digital reality, augmented or virtual reality, in any convenient place and time, is vast. 

Finally, work and education may become more joyful and fun! Gamification inspires creativity and imagination and supports physical and virtual “building” of products and services. In the metaverse, we may all become builders.

Let’s Imagine a Story: Ina as a Future Supermind

Ina is an introverted person. Quiet and shy as a child, she has always been highly imaginative and full of both curiosity about the environment and a passion for the enigma, the unknown of the universe. From the outside, she appears to live in her own world. As a child, she preferred spending hours with animals instead of other children, filled with empathy towards all living creatures. As a teenager, she was labelled “difficult,” because she was a loner, very focused on her own inner world while appearing to be closed off to interactions with people and situations around her. In school, she was attracted to subjects in the history of science and history of the arts, which she pursued in higher education. She also participated in the first human uniqueness-based “core curriculum.” She was an outstanding student in the “Future Lab,” through which she learned how to develop and deploy her imagination and future-oriented mindset. She became involved in planning for the metamorphosis of education, consciously concerned with the importance of maintaining the humanity of human beings through the development of human-unique capabilities and shared core values. 

She finished her studies right when the Meta-Mind Society was launched. To Ina’s surprise, she was invited to join the Meta-Mind Academy as well as become a member of the Supermind group “Supermind for Future Design.” Ina’s sources of superior uniqueness are her empathy and her imagination with a particularly developed ability to envision the future. Given her interest in the future design of science, she became a member of the Education Certification team in the disciplines of historiography (the study of historical writing) and history of science. Ina was invited to become a member of a Supermind team oriented toward exploring the feasibility of dream projects, such as: Fusion Mind and Ω-Mind; the nano-production factory; time and space engineering; time travel; new energy sources; light speed and beyond; cosmic travel to exoplanets; and the world beyond the elementary particles. She will be invited to become a Symbiont further down the road.  

Conclusions for Part One

Is a world of Superminds, Super Academies, and a possible Singularity far-fetched? Does it feel frightening? Overwhelming? Exciting? Do you long for a stroll in nature, deeply breathing in the clean air and feeling the touch of wind on your skin… or does it perhaps inspire you to step onto the technology-future train with your entrepreneurial spirit and identified core life values?

Technology, today, is transforming our world faster than ever, propelling us into great increases in efficiency and opportunity while also exacerbating dangerous side effects: a hyper-speed reality, information overload, extremely high levels of stress, anxiety, and depression, and an ever-growing addiction to our screens. 

Here is what we know. The transformation of work and business has been a continual process since the beginning of known history. Technology has continually aided productivity benefits, transformed society, and improved the human condition from the Stone Age period to today. Technology, today, is transforming our world faster than ever, propelling us into great increases in efficiency and opportunity while also exacerbating dangerous side effects: a hyper-speed reality, information overload, extremely high levels of stress, anxiety, and depression, and an ever-growing addiction to our screens. For example, the latest research shows us that the rise of cryptocurrencies, aided by AI and blockchain, is moving currency creation from the national to individual levels. Mining bitcoins using blockchain technology, designed to rely on a vast decentralised network of computers, requires a huge level of computing power, and therefore energy use.   The mining of bitcoins in the UK alone uses a similar amount of energy to the entire nation of the Netherlands, with two-thirds of the required energy sourced through fossil fuels, causing a huge negative impact on climate change. 

We also know that education, too, has shifted over time to support changes in society and technology. Though encumbered by bureaucracy and inflexible systems, we also recognise its supreme importance in improving the lives, work, and dignity of people around the world. 

To some, the Metaverse is the future that has already begun. Still others think it a fad, even a pipe dream of the imagination that will never come to pass. To others, it seems like a nightmare being unleashed upon humanity. Clearly, however, we are in a transformation process, one that demands that we face the Danger Zone squarely, standing on the brink of total catastrophe or a great potentiality to step more deeply into questions of humanity and the humane and to challenge each other to answer the very difficult questions about the relationship between the attributes of human uniqueness and the opportunities and threats offered by the cyber age. 

We may soon see the first multi-hybrid, integrated models of business and work based on human labour, intelligent machines, and virtual activities performed by humans and supported by virtual entities. Collaborative intelligence and cyber-entities are beginning to appear in many aspects of daily life and work. An encompassing metamorphosis is emerging, tipping society, politics, education, science technology, economy, business, and work  

What we also know is that the future has not yet been created. As we read the tea leaves of change in our tea cups of reality, we see the world careening out of its historical comfort zone over the next twenty to thirty years. We clearly see the precipice on which we stand, teetering on the edge of catastrophe and utopia, as we face the looming Danger Zone. We have no choice but to solve the wicked problems that threaten our survivability while walking through the competing economic, political, and sociocultural turbulences and related anxiety and stress levels.

What gives hope is a growing level of awareness of a universal consciousness in worldviews and science. This consciousness is flooding our minds and hearts with new ideas and approaches in almost all the sciences, allowing new technologies to blossom and to bring more spiritual awareness of our lives and work. Simultaneously, we also see that the life objective of many individuals around the globe is shifting towards their individual and collective search for life’s meaning and the prioritisation of life values. This search is universal, part of the individual life design, which flows as a core element of lifetime education and honouring the dignity and contributions of people at all stages of life. Furthermore, human beings are social creatures. For social life to be beneficial to all its members, key principles such as mutual respect and tolerance are needed as they allow for the expression and acceptance of diversity of social and political forms. 

This all leads us to raise a critical question worthy of deep exploration: will technology and all it offers work to serve society and humanity, or will it be a dire weapon of destruction that even more quickly robs us of our humanity and lives?

We do not wish to use technology to escape reality but to embrace life, employing it with great care and shared values, so that we are able to augment reality with virtual content, experiences, knowledge, and connections that can make life and work more fun, productive, and fulfilling. 

As leaders of organisations and institutions and members of families and communities across the globe, we must answer this question. We urgently need to prepare interim solutions and work to co-create a future world that is worthy of living and working, one that offers dignity to all people, creatures, environments, and nature across the planet. This is a challenge we raise to governments, business, educational leaders, and to all human beings. For us to answer this question, we need courage, collaboration, a set of shared values, a new educational framework, and great trust operating throughout all our systems.  

We do not wish to use technology to escape reality but to embrace life, employing it with great care and shared values, so that we are able to augment reality with virtual content, experiences, knowledge, and connections that can make life and work more fun, productive, and fulfilling. The technologies of the cyber age offer an opportunity to help people experience a greater connection to loved ones and to human beings around the globe. Although education is not the universal panacea, we know that it is a valuable and essential part of the solution for preparing us for the future of work. Our educational paradigm and curriculum both need to advance to support our exploration of deep-rooted questions about humanity and the humane. Its transformation to include lifelong learning, the honouring of life in all its phases and stages, and to develop what is uniquely human are the gifts of this coming age. Such an education system will also allow us to step into new careers and jobs, expand our talent and those of every human being on the planet, reduce inequality and inequity, and more consciously and responsibly co-create our shared future. If we are not prepared as a global society to work in the future, we face tremendous risk and loss: the loss of jobs and uncontrollable unemployment; the loss of consumers and taxpayers, leading to non-functioning societies; and even the loss of empowered societies, capable of continuity and change. This situation may lead to a growing polarisation of people and greater inequity and inequality that may crack society and lead to social unrest.

We need global regulation by leaders who operate from a place of heart (including connection, community, collaboration, and service) rather than ego and rapacious greed. Such a world will build bridges across the many boundaries and borders that separate us and empower the journey we must face, leading us through, and into, the Danger Zone and into an unforeseen utopia. 

We believe that the guiding force through the chaos and complexity must be fuelled by trust, heart intelligence, and core values that supplement the brilliance of head intelligence and knowledge-intensive innovations. These capabilities will help us untangle the knotted cords of unfettered growth and greed that create the illusion of infinite growth, and the bureaucracy that roots us in traditional systems and paradigms that no longer operate effectively. They will help us build collaborative intelligence between human beings and machines, led by human beings, with machines positively serving society. The one word to lead us through the transformation: the African word “ubuntu,” which means, “I am because we are.” “Humanity towards others.”    

So, What Can We Do?

Manage the transformation… or it will manage and control us. 

We could wait for governments and the corporations to save us from the consequences of the global key issues, threats, and disasters. We could take to the streets, demonstrating for others to undertake heroic action. We could complain, get angry or desperate, resigned to an uncontrollable outcome. We can also choose power in our own lives, take one small step for humankind at a time; change our diet or consumption patterns; reduce our own carbon footprint; avoid littering; choose new packaging alternatives over plastic; take care of the environment; love our children and our community members. 

These are all useful and terribly necessary steps. And we need more. We believe that we can use the power of technology and create community networks or foundations that allow us to leverage the power of focused solidarity. Foundations could be used to finance cyber-cooperatives— local, regional, national, international, or global in expanse. Each cyber-cooperative could tackle a wicked problem of greatest concern and meaning to its members: the preservation of nature and the environment; organic food; climate change; human dignity; inequity of employment and education; women’s rights;  or peace. 

Let us use the twin engines of human-unique capabilities and advanced technology intelligence to launch solutions that capture the beauty and wildly-imaginative aspects of being human beings.

Note: This is the end of Part 1 of our paper.  In the ensuing issue of this journal, Part 2 will discuss the metamorphosis of the education paradigm and curriculum and present a further call to action to leaders of change.

About the Authors

Prof. Mario RaichDr Mario Raich is a Swiss futurist, book author and global management consultant. He was a senior executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for Innovation Services at Frei+Raich Ltd in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of cyber-reality and artificial intelligence on society, education, business and work.

Dr Kristine Marin Kawamura is currently a Clinical Full Professor of Management, Drucker School of Management, Claremont Graduate University (California, USA). She is also the CEO and founder of Yoomi Consulting Group, Inc., a leadership success and transformation consulting company. Her research as well as overall purpose is focused on transforming leadership, organisations, societies, and individual lives with Care – a core resource for creating extraordinary collaboration, authenticity, resilience, and engagement in organisations and unlocking new levels of human, technological, and societal impact.

Simon L. DolanDr Simon L. Dolan is currently the President of the Global Future of Work Foundation. Former Future of Work Chair at ESADE Business School in Barcelona. Former professor at many North American business schools, such as Montreal, McGill, Boston and Colorado. He is a prolific author, with over 80 books on themes connected to managing people, culture reengineering, values,  coaching  and stress and resilience enhancement. He has also published over 150 papers in scientific journals.  He is an internationally sought-after speaker.  His full c.v. is at: http://www.simondolan.com 

Dr Paweł Rowiński is ALLEA Board Member (Polish Academy of Sciences). He holds a degree in mathematics from the University of Warsaw, and doctoral and habilitation degrees in earth sciences with a specialisation in geophysics from the Institute of Geophysics, Polish Academy of Sciences. Among others, his research interests include mathematical methods in geophysics, geophysical flows, river hydrodynamics, and fluvial hydraulics. Paweł Rowiński has published more than 160 refereed scientific publications. He serves as associate editor for several prominent scientific journals and publications. In 2018, he was elected Vice Chair of the Europe Division Leadership Team of the International Association for Hydro-Environment Engineering and Research IAHR. Since May 2015, he has served as Vice President of the Polish Academy of Sciences (second term in office).

Claudio CisulloMr Claudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG and also the founder and Executive Chairman of Chain IQ Group AG, with headquarters in Zurich. Chain IQ is an independent, global service and consulting company providing strategic, tactical and operational procurement. (https://chainiq.com/)

References

  1. See:  “Rethinking Future Higher Education”, Mario Raich, Simon L. Dolan, Paweł Rowiński, Claudio Cisullo, Courtney Abraham and Jan Klimek, The European Business Review, January-February 2019; “Managing by Traction (MbT). Reinventing Management in the Cyber-Age”, Mario Raich, Tomasz Krzeminski, Claudio Cisullo, Simon L. Dolan, and Bonnie A. Richley, The European Business Review, November-December 2020; “Human Uniqueness at the Dawn of Intelligent Machines”, Mario Raich, Dave Ulrich, Simon Dolan, Claudio Cisullo, The European Business Review, July-August 2021; and “The Art of Life Design”, Mario Raich, Jan Klimek, Simon Dolan, Claudio Cisullo. Kindai Management Review, September-October 2022, vol. 10. 
  2. We talk more about these drivers in our books:  Raich M., Dolan S.L. (2008) Beyond: Business & Society in Transformation. Palgrave-MacMillan; and  Raich M., Eisler R., Dolan S.L. (2014) Cyberness; The Future Reinvented, Amazon.com
  3. See recent writings and more details in: https://www.shapingtomorrow.com/home/alert/8167288-Social-Futures;  “Survival at stake”, https://www.tribuneindia.com/news/archive/survival-at-stake-836631; “What are the biggest threats to humanity?”, Simon Beard and Lauren Holt Centre for the Study of Existential Risk, 15 February 2019, https://www.bbc.com/news/world-47030233; Francesco Basetti, “Environmental Migrants: Up to 1 Billion by 2050”, https://www.climateforesight.eu/migrations-inequalities/environmental-migrants-up-to-1-billion-by-2050/; Sir David Attenborough, “Climate change ‘our greatest threat'”; Matt McGrath, 3 December 2018; Luke Kemp, 19 February 2019, “Are we on the road to civilization collapse?”, http://www.bbc.com/future/columns/deep-civilisation;  “Why catastrophes can change the course of humanity”,  Seth Baum, 9 April 2019, https://www.bbc.com/future/article/20190408-how-catastrophes-can-change-the-path-of-humanity 
  4. “Why catastrophes can change the course of humanity”, Seth Baum, 9 April 2019, https://www.bbc.com/future/article/20190408-how-catastrophes-can-change-the-path-of-humanity 
  5. Mario Raich, Simon  L. Dolan, Claudio Cisullo and Bonnie A. Richley (2019) “Beyond Collaborative Intelligence we can see a Meta-Mind Society Surfacing and we can Dream of a Ω-Mind”, The European Business Review, September.
  6. For more information on the concept, see our paper published in this journal: “Human Uniqueness at the Dawn of Intelligent Machines”, Mario Raich, Dave Ulrich, Simon Dolan, Claudio Cisullo, The European Business Review, July-August 2021
  7. Singularity may be defined as “a hypothetical moment in time when artificial intelligence and other technologies have become so advanced that humanity undergoes a dramatic and irreversible change.”
  8. The MIT Center for Collective Intelligence defines Superminds as “a group of individuals acting together in ways that seem intelligent”. Companies, governments, labour markets, scientific communities, the editors of Wikipedia, and the US economy are all superminds, because they all include groups of interacting individuals that – at least sometimes – seem intelligent. In other words, “supermind” is a short way of saying “collectively intelligent system”.
  9. Purdy, M. (5 April 2022). “How the Metaverse Could Change Work”. HBR. How the Metaverse Could Change Work (hbr.org), accessed 2 May 2022.

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The Use of Dopamine to Enhance Resilience in a Post COVID-19 Era: Lessons From Recent Discoveries in Neuroscience that Helps Sustain Vigilance and Productivity in Life and Work https://www.europeanbusinessreview.com/the-use-of-dopamine-to-enhance-resilience-in-a-post-covid-19-era-lessons-from-recent-discoveries-in-neuroscience-that-helps-sustain-vigilance-and-productivity-in-life-and-work/ https://www.europeanbusinessreview.com/the-use-of-dopamine-to-enhance-resilience-in-a-post-covid-19-era-lessons-from-recent-discoveries-in-neuroscience-that-helps-sustain-vigilance-and-productivity-in-life-and-work/#respond Thu, 06 Jan 2022 13:00:41 +0000 https://www.europeanbusinessreview.com/?p=136450 By Simon L. Dolan and Kyle M. Brykman Introduction Resilience is an emerging concept in business and psychology.  Its origins are in the school of thought inspired by Seligman and […]

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By Simon L. Dolan and Kyle M. Brykman

Introduction

Resilience is an emerging concept in business and psychology.  Its origins are in the school of thought inspired by Seligman and colleagues and the positive psychology movement.1 The premise of positive psychology is that well-being can be defined, measured, and taught. Well-being includes positive emotions, intense engagement, good relationships, meaning, and accomplishment (PERMA). Questionnaires can measure it. Trainers can teach it. Achieving it not only makes people more fulfilled but makes corporations more productive, soldiers more resilient, students more engaged, marriages happier. Seligman even came up with a formula: 

H = S + C + V

Happiness (H) equals your genetic set point (S) plus the circumstances of your life , plus factors under voluntary control (V).  Unlike previous promises of happiness, positive psychology insists it is evidenced-based, using the resources of contemporary social science—surveys, longitudinal studies, meta-analyses, animal experiments, brain imaging, hormone measuring, and case studies. Most recently, Seligman has turned to big data analyses of postings on social media websites (e.g., Facebook). He and his team have created a curriculum of positivity. They have measured the impact of training and the surprising benefits of learned optimism.  The conclusions of positive psychology can validate experience and offer hope, in a sense, that:

  • Genetics shape mood and personality, but only in part.
  • Human beings can change and improve.
  • Moods matter but can be altered by understanding circadian rhythm. 
  • Individuals have signature strengths that can be identified and employed.
  • Flow moments exist and can be cultivated. 
  • Other people matter. 
  • Strong social bonds are crucial. 
  • Marriage and religion contribute to well-being. 
  • Positivity improves health, work, creativity, and relationships. 
  • Intrinsic adaptation to both the good and
     bad is useful
  • Optimism is a learned skill. 
  • Happiness requires effort.
  • Happiness is contagious.

Neurotransmitters, like dopamine, seem to help spark the chemical messengers that keep us alert and on task. Dopamine in particular, seem to have a biological connection to motivation, focus and resilience.

And within the stream of research in positive psychology, there is the emerging construct of Resilience, that for many represent the opposite pole of stress – the focus is on positive adjustment to inherent life challenges, resulting in a healthy, productive, and happy self.  Although the construct of resilience has been around for decades, it gathered steam and popularity during and post the COVID-19 pandemic. Resilience, though often applied to individuals, is also relevant to teams, companies, communities, and governments.  During the pandemic, organizational resilience was tested, as companies encountered unexpected challenges that necessitated constructive adaptation (structure, processes, contacts with employees, and market creation and penetration).  The rules of the games have changed and those who were unable to bounce back (i.e. demonstrate resilience), for whatever reason, were unfortunately wiped out from the business scene.  The non-resilient attitude of these companies let to their demise, to their extinction.  

In this paper we focus on the essence of  individual resilience, and  more  specifically  approached from the  angle of  neuroscience.  Our aim is to advance  the proposition that some hormones are playing an important role in creating a sustainable resilience. More specifically, neurotransmitters, like dopamine, seem to help spark the chemical messengers that keep us alert and on task. Dopamine in particular, seem to have a biological connection to motivation, focus and resilience.2

The word resilience derives from the present participle of the Latin verb resilire, meaning “to jump back” or “to recoil.” The base of resilire is salire, a verb meaning “to leap” that also pops up in the etymologies of such sprightly words as sally and somersault.  In more clinical terms, resilience is the ability to adapt to difficult situations. When stress builds, or adversity and trauma strikes, you still experience anger, grief, anxiety, and pain, but you are able to keep functioning, sometimes even flourishing because of it.3 The Mayo clinic offers the following tips for becoming more resilient:

Get connected 

Building strong, positive relationships with loved ones and friends can provide you with needed support and acceptance in good and bad times. Establish other important connections by volunteering or joining a faith or spiritual community.

Make every day meaningful 

Do something that gives you a sense of accomplishment and purpose every day. Set goals to help you look toward the future with meaning.

Learn from experience

Think of how you’ve coped with hardships in the past. Consider the skills and strategies that helped you through difficult times. You might even write about past experiences in a journal to help you identify positive and negative behavior patterns — and guide your future behavior.

Remain hopeful  

You can’t change the past, but you can always look toward the future. Accepting and even anticipating change makes it easier to adapt and view new challenges with less anxiety.

Take care of yourself

Tend to your own needs and feelings. Participate in activities and hobbies you enjoy. Include physical activity in your daily routine. Get plenty of sleep. Eat a healthy diet. Practice stress management and relaxation techniques, such as yoga, meditation, guided imagery, deep breathing or prayer.

Be proactive

Don’t ignore your problems. Instead, figure out what needs to be done, make a plan, and take action. Although it can take time to recover from a major setback, traumatic event or loss, know that your situation can improve if you work at it.

Be proactive

The concept of resilience at life and at work 

Resilience can be conceived in several ways, including as a stable trait-like difference, a capacity, an outcome, and a process. The trait perspective assumes that some people are inherently more resilient due to their inherent personality, including greater hope and optimistic beliefs. The capacity perspective focuses on the resources that people (e.g., social support) and organizations (e.g., psychologically safe culture) have acquired that enable them to bounce back quickly and more effectively. The outcome perspective focuses on whether individuals demonstrate resilience, in terms of achieving greater performance, cohesion, and/or well-being despite adversities. It focuses on whether one is resilient based on their actions, whereas the capacity perspective considers whether one can demonstrate resilience if and when adversity strikes. Finally, the process perspective captures a combination of these elements, as it focuses on how entities use their capacities to demonstrate resilience.

Common throughout these perspectives is that resilience involves two defining elements – the experience of adversity and positive adaptation despite this adversity.4 First, entities must experience adversity to demonstrate and build resilience. Adversity ranges on many continuums, including severity, duration, and predictability, which impacts individuals’ and organizations’ ability to demonstrate resilience. For example, consider the different behaviors and emotions involved in responding to a severe and unpredictable acute event (e.g., COVID-19 pandemic) versus a minor and predictable chronic obstacle (e.g., high work demands). What matters, however, is how people perceive the adversity. Resilient people and organizations view adversity as a springboard for growth and development as opposed to a negative experience that should be avoided at all costs. 

Second, resilience involves demonstrating positive adaptation, such that an individual or organization returns to (bounces back), or even surpasses (thrives), previous levels of functioning.5 Positive adaptation may happen instantaneously or take many months to years. It is facilitated by mechanisms of social support, learning, communication, and improvisation, among others. Without positive adjustment, the entity simply succumbs to the adversity or may survive, but with some impairments, and thus did not demonstrate a resilient outcome.

The key role of Dopamine and its connection to resilience

Now, that we understand what resilience entails, we turn to the latest discoveries from neuroscience that explains why some people are more resilient than others. The field of neuroscience places the focus on the role of Dopamine. Dopamine is known as the pleasure-and-reward neurotransmitter. It helps create a feeling of enjoyment and a sense of reward and accomplishment when we get something done. It motivates performance and builds positive habits.

Research undertaken at the Huberman Lab at Stanford University, proposes that Dopamine, in its role as chemical messenger in our brain, has the ability to help us create, stay focused, and complete projects with extreme efficiency.6 Huberman has concluded that Dopamine helps us feel more motivated, energized, happy, alert, and in control. It so follows that Dopamine would fuel resilience by stimulating support seeking, persistence over challenges, and positive mood to execute activities.  In a series of videos on Apple Podcasts, which reviews the research on Dopamine consequences, Dr. Huberman and his colleagues presents 14 tools to show how to control dopamine release to increase motivation and focus and reduce addiction and depression. They also explain why dopamine stacking with chemicals and behaviors inevitably leads to states of underwhelm and poor performance. They further explore how to achieve sustained increases in baseline dopamine, compounds that protect dopamine neurons (e.g., caffeine) from specific sources. Finally, they describe non-prescription supplements for increasing dopamine—both their benefits and risks—and synergy of pro-dopamine supplements with those that increase acetylcholine.7  

figure 1

In other words, more and more evidence is showing that we tend to repeat behaviors that cause dopamine to be released. On the flip side, low dopamine correlates with feelings of hopelessness, worthlessness and even depression.8 Perhaps the bad news, then, is that Dopamine can also play a role in addictive behaviors. Dopamine deficiency can impair our ability to manage stress, focus attention, finish tasks, and maintain motivation.9  Other downsides including self-isolation and self-destructive thoughts and behaviors.  Researchers have found that, in the long-term, low dopamine levels, or poor dopamine signaling can, result in hand tremors, slowness of movement and even pre-Parkinson’s symptoms.10

How Dopamine Works in the Brain

Dopamine begins kicking in before we obtain rewards. This is important because it means that its real job is to encourage us to act, either to achieve something good or to avoid something bad. Essentially, dopamine affects how our brain decides whether a goal is worth the effort in the first place.  When our brain recognizes that something important is about to happen, dopamine kicks in.  Researchers have found that dopamine spikes occur during moments of high stress — like when soldiers with PTSD hear gunfire.

Researchers from Vanderbilt University headed by postdoctoral student Michael Treadway and Professor of Psychology David Zald, correlated dopamine levels with resilience by mapping the brains of “go-getters” and “slackers.” They found that people willing to work hard had higher dopamine levels in the striatum and prefrontal cortex — two areas known to impact motivation and reward. Among slackers, dopamine was present in the anterior insula, an area of the brain involved in emotion and risk perception.11  

figure 2
Source> Jeremy Teaford/Vanderbilt University

Similar research from Brown University assessed the role of dopamine in influencing how the brain evaluates whether a mental task is worth the effort by measuring natural dopamine levels while choosing between memory tasks of varying difficulties. More difficult mental tasks were rewarded with more money, and those with higher dopamine levels in a region of the striatum called the caudate nucleus were more likely to focus on the benefits (the money) and choose the difficult mental tasks. Those with lower dopamine levels were more sensitive to the perceived cost, or task difficulty.12 Next, the participants completed experiments after taking either an inactive placebo, methylphenidate (a stimulant drug typically used to treat ADHD), or sulpiride (an antipsychotic medication that, at low doses, increases dopamine levels). Increasing dopamine boosted how willing people with low, but not high, dopamine synthesis capacity were to choose more difficult mental tasks. 

In sum, the results from these experiments reflected the findings for natural varying dopamine levels. To gain more insight into the decision-making process, the researchers tracked the participant’s eye movement as they reviewed information about task difficulty and the amount of money they would receive. Their gaze patterns suggested that dopamine didn’t alter their attention to benefits vs costs. Rather, it increased how much weight people gave to the benefits once they were looking at them.

How Dopamine Makes You Feel

Dopamine, thus, seems to help us know exactly what we want and how to get it: it helps us access our self-confidence, rational, self-awareness, and our critical thinking. Dopamine also helps us focus intently on the task at hand and take pride in achievement: it enhances our strategic thinking, masterminding, inventing, problem solving, envisioning, and pragmatism. We may feel overly alert or need less sleep than other people. Dopamine also seems to support the following activities:

  • Reward and pleasure centers.
  • Attention and learning.
  • Sleep and overall mood.
  • Behavior and cognition.
  • Movement and emotional responses.
  • Voluntary movement, motivation, and reward.

And here is another interesting angle. It seems that Dopamine also plays an important part in morning wakefulness. Sergio Gonzales and his collaborators report that dopamine inhibits norepinephrine’s melatonin producing effects and shuts off melatonin production in the morning when the brain needs to awaken.13 

Implications

Some research assert that excessive dopamine can lead to excessive risk-taking behaviors and impulsive actions, like reckless driving, shoplifting, violence, or over-control of others.  However, as a person’s neurobiology, brain structure, and genetics will also influence symptoms, two people could have equally high levels of dopamine, but entirely different symptoms may result. This could be due to differences in dopaminergic receptors and how each brain processes the dopamine. Below is a list of some negative symptoms that could stem from high dopamine.

Agitation

Those with high dopamine may feel internally restless and overstimulated. While sufficient dopamine can actually help some people stay calm, abnormally high levels can make a person feel internally nervous and knotted. It may be difficult to sit still for long periods of time.

Anxiety

Some people may feel more anxious when dopamine levels increase in certain parts of the brain. This may be due to dopaminergic receptor dysfunction as well as the specific areas of the brain that experience the dopamine elevations. This is generally why some people with anxiety disorders feel more anxious with dopamine reuptake inhibitors (DRIs).

anxiety

Cognitive acuity

People call amphetamines “speed” for a reason – it makes their cognition speed up and their mental performance improves. It seems like other people are functioning in slow-motion whereas the user is locked in a state of peak performance. Heightened levels of dopamine are associated with improvements in cognitive function such as memory, learning, and problem solving.

Hyperactivity

Some people become hyperactive (not to be confused with inattentive) when they have high levels of dopamine. The hyperactivity may be a byproduct of constant pleasure-seeking behavior associated with dopamine elevations. High dopamine for some people makes it difficult to sit still (counterintuitive to most ADHD diagnoses).

Insomnia

Excess dopamine may make it difficult to fall asleep, thus resulting in insomnia. Low levels of dopamine are associated with lethargy and chronic fatigue. Drugs that increase dopamine levels in the brain are associated with sleeping problems and insomnia.

Mania

Those experiencing mania or hypomania may be partially fueled by elevations in dopamine. Mania is characterized by decreased need for sleep, feelings of happiness, talkativeness, social behavior, impulse behavior (e.g. shopping sprees), etc. Hypomania is considered a slightly milder version of mania. Both conditions may worsen or become triggered with increases in dopamine.

Paranoia

Those experiencing paranoia tend to have heightened levels of extracellular dopamine in the brain. Those with conditions like paranoid schizophrenia and paranoid personality disorder tend to also have problems with the number of dopaminergic receptors. The paranoia can often be mitigated with drugs that decrease dopamine. Even those without psychiatric conditions can experience paranoia as a byproduct of using certain drugs for the dopamine boost.

Stress and Burnout

Depleted dopamine can result in a variety of issue in various systems in the body. Early warning signs are loss of energy, fatigue, sluggishness, memory loss, or depression.

Those who experience high levels of stress, such as those associated with a nervous breakdown, may experience boosted dopamine production. This dopamine is produced by the sympathetic nervous system that senses “danger.” Dopamine also initiates the production of adrenaline, leading you to feel extremely alert and less relaxed. Excess stress however is associated with depletion of dopamine or a “burn out.”

Source:High Dopamine Levels: Symptoms & Adverse Reactions, Mental Health Daily

(https://mentalhealthdaily.com/2015/04/01/high-dopamine-levels-symptoms-adverse-reactions/)

To the same extent that excess of Dopamine  can trigger in some people adverse effects,  a dopamine deficiency may present as mental challenges like distractibility, lack of follow-through, memory loss or forgetfulness, poor abstract thinking, slow processing speed. Attention issues, like ADD/ADHD, decreased alertness, failure to finish tasks, hyperactivity, impulsive behavior  and poor concentration.

A dopamine deficiency can also contribute to physical issues like low energy, fatigue, sluggishness anemia, balance problems, blood sugar instability, carbohydrate cravings, decreased strength, or digestion or thyroid problems.  Dopamine deficiency can present as emotional challenges like anger, aggression, hopelessness, worthlessness, guilt, depression, pleasure-seeking behavior, stress intolerance, social isolation, mood swings, procrastination, self-destructive thoughts.14 

Depleted dopamine can result in a variety of issue in various systems in the body. Early warning signs are loss of energy, fatigue, sluggishness, memory loss, or depression. Other early symptoms include:

  • Hard time self-motivating
  • Cravings for chocolate
  • Easily distracted
  • Shiny object syndrome (easily distracted)
  • Not feeling fulfilled when you accomplish a task
  • Looking for quick fixes
  • Addictive tendencies (Alcohol, drugs, work, exercise, emotional eating, social media, gambling, shopping)
  • Having a hard time focusing and staying on task
  • Self-sabotage
  • Self-isolation
  • Feelings of hopelessness or worthlessness
  • Feeling tired in the morning
  • Having a shorter temper than usual
  • Don’t feel like going out but feel good when you do

Can we manage the Dopamine secretion in order to enhance resilience and avoid adverse effects?

Inhaling the appropriate essential oils can communicate signals to the olfactory system and stimulate the brain to release neurotransmitters that help regulate your mood.

In a 2013 article, researchers at Xiamen University, China, reported, “Most studies, as well as clinically applied experience, have indicated that various essential oils, such as lavender, lemon and bergamot can help to relieve stress, anxiety, depression and other mood disorders. Most notably, inhalation of essential oils can communicate signals to the olfactory system and stimulate the brain to exert neurotransmitters (e.g. serotonin and dopamine) thereby further regulating mood.”

Inhaling the appropriate essential oils can communicate signals to the olfactory system and stimulate the brain to release neurotransmitters that help regulate your mood. For example, research explained in an article in Current Drug Targets entitled “Aromatherapy and the Central Nerve System (CNS)” found that smelling bergamot, lavender, and lemon essential oils help to trigger your brain to release serotonin and dopamine.15 

According to Jodi Cohen, essential oils help balance the dopaminergic system and it include immune modulating essential oils such as oregano, thyme, lavender, rosemary, and lemon.  In an article  labelled “How to Increase Dopamine with Essential Oils”, the authors provide the following explanation:

  • Lavender oil seems to promote relaxation and peace. Low dopamine levels cause problems like poor sleep, anxiety and fatigue. Inhaling the calming powdery & flowery scent of lavender oil every day assists in promoting better sleep and decreases anxiety.
  • Lemon Oil  seems to boost “feel good” hormones in the body. Some, albeit limited  research , suggests that lemon oil has powerful anti-depressant properties that helps beat the blues!
  • Rose Oil  seems  to be a n  anti-depressant and anti-anxiety effects.  Some suggest that it also prompts psychological relaxation and improves sexual dysfunction
  • Peppermint Oil  seems to  have  a high menthol concentration which helps sometimes relieves high stress levels, agitation and dull moods

Source: https://superfoodsanctuary.com/how-to-increase-dopamine-with-essential-oils/

All in all,  Jodi Cohen asserts that “these remedies must be able to cross the blood-brain barrier to modify the brain’s neurotransmitter response. Neurotransmitters like dopamine and serotonin lack the necessary transport mechanisms to cross the blood-brain barrier, while lipid-soluble essential oil molecules do not”.

Stress, Nutrition and Dopamine Output

When we experience stress, our body activates “fight or flight” chemicals known as adrenaline and noradrenaline that are part of the catecholamine group.16 These chemicals are derived from dopamine – hence the latter is a precursor to make the neurotransmitters norepinephrine and epinephrine. This means that when we are stressed out, we break down dopamine to produce stress hormones like oxytocin. Over time, multiple episodes of high stress can deplete dopamine reserves. According to Jodi Cohen, this happens when dopamine secreting cells get overwhelmed with stimulus to produce dopamine and begin to shut down, effectively reducing our ability to produce stress hormones on demand.17 This helps to explain how chronic and acute adversities might interact to affect or resilience responses. An individual who is experiencing a lot of chronic stress (e.g., difficult job responsibilities, work-family conflict) may be more susceptible to succumb to an unexpected adverse event, like the COVID-19 pandemic, relative to individuals who entered the situation while experiencing moderate or low levels of stress. It also speaks to the importance of proactively addressing our stressors, either through therapy, regular breaks, or job crafting, before they bubble up and overwhelm or incapacitate our stress response system.  

Stress, Nutrition and Dopamine Output

In order to produce dopamine, we need to both consume adequate amounts of protein in our diet and good stomach acid and digestive function to supply our body with the building blocks it needs to make dopamine. When we consume (and properly digest) dietary protein, it is broken down into amino acids. Dopamine is made from the amino acid tyrosine, which converts into dopamine through a series of biochemical steps. Most supplements that claim to boost dopamine production within the brain often contain the amino acid tyrosine, which first converts to L-dopa before converting into the actual neurotransmitter. The conversion between tyrosine and dopamine is important, because without the dopamine neurotransmitter, an individual is more likely to develop Parkinson’s disease and will have a harder time finding life rewarding.18 

Conclusion

Resilience is not a trait that you are either born with or without. It’s a set of behaviors, thoughts, and actions that can be learned and developed. When you break it down to the physical level in your brain, resilience is a neuroplastic process.  It’s really about how well your brain handles the unexpected aspects that life brings.

Being resilient doesn’t mean that you don’t experience hard times. In fact, intense emotional pain, extreme trauma, and severe adversity are common in people who are considered very resilient. The road to resilience most often involves considerable hardship. That’s how we often build and demonstrate our resilience. 

According to Richard Davidson in his book, The Emotional Life of Your Brain, resilience is one dimension of your emotional style and includes greater activation in the left prefrontal cortex (PFC) of the brain. Davidson writes: “The amount of activation in the left prefrontal region of a resilient person can be thirty times that in someone who is not resilient.”

Davidson’s early research found that the abundance of signals back and forth from the PFC to the amygdala determines how quickly the brain recovers from being upset. The amygdala is your brain’s threat detector responsible for the fight-or-flight response. More activity in the left PFC shortens the period of amygdala activation. Less activation in certain zones of the PFC resulted in longer amygdala activity after an experience producing negative emotions. Basically, some people’s brains weren’t good at turning off negative emotion once it was turned on.

In later research with the help of MRIs, Davidson confirmed that the whiter matter (axons connecting neurons) lying between the prefrontal cortex and the amygdala, the more resilient a person was. The converse was also true. Less white matter equates with less resilience. By turning down the amygdala, the PFC is able to quiet signals associated with negative emotions. The brain can then plan and act effectively. 

Resilience means an adaptation in the face of adversity and the ability to bounce back from these circumstances without being overly influenced by negative emotions.  Dopamine seems to be a neurotransmitter that enables  the bouncing back rapidly and productively. Most people display a degree of resilience (and mobilization of the dopamine neurotransmitter) but recurrent episodes of stressful life and work events can deplete our dopamine reserves, making us less resilient.  

Healthy nutrition and lifestyle can increase dopamine in the brain. Working up a sweat by running, swimming, dancing, or other forms of movement, can help by increasing dopamine levels in the body. Studies carried out on animals have shown that certain portions of the brain are flushed with dopamine during physical activity. When we are constantly exposed to stressors like financial difficulty, relationship troubles, workplace stress, and more, it affects our body’s production of dopamine, thereby reduces resilience.

And attitudes count. Resilient people seem to have this set of attitudes in common:

  • They remain optimistic, but balance optimism with realism.
  • They face, rather than ignore, their fears.
  • They have a strong sense of right and wrong that provides an attitudinal framework.
  • They partake in a religious or spiritual practice or are part of some other group with strong beliefs.
  • They have a strong social support system in which they give to and receive from others.
  • They have resilient role models to emulate.
  • They make physical fitness a priority.
  • They keep their minds fit by engaging in lifelong learning.
  • They stay mentally flexible and have a good sense of humor.
  • They have a calling, mission, or purpose in life. 

About the Authors

Simon L. Dolan

Simon L. Dolan (Ph.D – University of Minnesota)  is the president of the Global Future of Work Foundation and Honorary president of ZINQUO. He is a prolific writer and researcher,  with over 77 books published (in multiple languages), over 150 articles in scientific journals, and over 600 conferences delivered throughout the world. He has been a professor at some of the leading business schools (ESADE, McGill, Boston –  to name a few).  He is a very solicited international speaker hence he speaks 7 languages.  For more information visit his web site: www.simondolan.com. 

Email: simon@globalfutureofwork.com 

Kyle M. Brykman

Kyle M. Brykman (Ph.D. -Queen’s University) is an Assistant Professor at the Odette School of Business, University of Windsor. His research focuses on employee voice, team resilience and conflict. His research has been featured in various prestigious academic journals, including the Journal of Organizational Behavior, Small Group Research, and Group & Organization Management. For more information visit his web site: kylebrykman.com. 

Email: kbrykman@uwindsor.ca 

Notes and References

The post The Use of Dopamine to Enhance Resilience in a Post COVID-19 Era: Lessons From Recent Discoveries in Neuroscience that Helps Sustain Vigilance and Productivity in Life and Work appeared first on The European Business Review.

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A Voyage Into Premature Aging: The Role of Chronic Stress and its Principal Correlates https://www.europeanbusinessreview.com/a-voyage-into-premature-aging-the-role-of-chronic-stress-and-its-principal-correlates/ https://www.europeanbusinessreview.com/a-voyage-into-premature-aging-the-role-of-chronic-stress-and-its-principal-correlates/#respond Fri, 19 Nov 2021 00:05:07 +0000 https://www.europeanbusinessreview.com/?p=127980 By Prof. Simon L. Dolan and Prof. Mario Raich Introduction  The idea of stress and aging was born many years ago while one of the co-authors of this paper, Simon L. […]

The post A Voyage Into Premature Aging: The Role of Chronic Stress and its Principal Correlates appeared first on The European Business Review.

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By Prof. Simon L. Dolan and Prof. Mario Raich

Introduction 

The idea of stress and aging was born many years ago while one of the co-authors of this paper, Simon L. Dolan, was a junior researcher working with the famous team of Dr. Hans Selye at the University of Montreal. Hans Selye is considered by many to be the “father of stress”, or the founder of the concept of stress in modern medicine. i  Dolan joined the team in 1978 and stayed and worked with Hans Selye until his unexpected death in 1982. In 1980, Selye  wrote the preface to Dolan and Arsenault first book on stress in Frenchii. The team had several periodic meetings where new discoveries by members of the team were shared, and substantial time was also devoted to new ideas for setting a future research agenda. This was the first time that we heard Hans Selye and his close friend Dr. Paul Rohan propose a redefinition of stress as a concept of accelerated aging (or premature aging). But we did not really set up a program to study it. Now, as we are preparing to publish the latest editions of books on chronic stressiii, we thought it is an opportunity to tackle again this challenging proposition and perhaps shed more light on the multiple relationships between stress and aging. We hope readers will understand this phenomenon better and perhaps can be involved in adopting measures and respective lifestyles to slow down the process of premature aging. In addition, an attempt is made to simplify concepts without trading off the scientific rigor.   

Simply stated, aging in humans represents the accumulation of changes in a human being over time and can encompass physical, psychological, and social changes. Reaction time, for example, may slow with age, while memories and general knowledge typically increase. Ageing increases the risk of human diseases: of the roughly 150,000 people who die each day across the globe, about two-thirds die from age-related causesiv.More than 70% of people over 65 have two or more chronic conditions such as arthritis, diabetes, cancer, heart disease and strokev. Studies of diet, genes, and drugs indicate that delaying one age-related disease probably staves off others. At least a dozen molecular pathways seem to set the pace of physiological ageing.vi  

Why do some people live longer than others? 

Obviously, increasing life span without disease is sought by most people. Researchers have tweaked multiple pathways to give rodents long and healthy lives. For example, restricting calorie intake in mice or introducing mutations in nutrient-sensing pathways shows extended lifespans by as much as 50%. And these “Methuselah mice” are more likely than the control mice to die without any apparent diseases. Post-mortems reveal that tumors, heart problems, neurodegeneration, and metabolic disease are generally reduced or delayed in long-lived mice. In other words, extending lifespan also seems to increase “health-span”, or the time lived without chronic age-related conditions. These insights have hardly made a dent in human medicine. The current tools for extending healthy life—better diets and regular exercise—are effective, but there is lot of room for improvements, especially in adding psycho-social factors to the generic algorithm of life expansion. All in all, the latter is the prime objective of this short paper.  

Ageing increases the risk of human diseases: of the roughly 150,000 people who die each day across the globe, about two-thirds die from age-related cause.

While the causes of premature ageing are uncertain, current theories are assigned to the damage concept, whereby the accumulation of damage (such as DNA oxidation) may cause biological systems to fail, or to the programmed ageing concept, whereby problems with the internal processes (epigenomic maintenance such as DNA methylation) may cause accelerated ageing. Additionally, there are other reasons which can speed up the rate of ageing in human beings like obesity and a compromised immune system. To make things worse, there are multiple paths to aging which means that there might be an individualized context. For example, the “Spectrum Model” of Aging is a relatively new interdisciplinary quantified approach to successful aging; it aims to increase overall well-being in later life. The model employs the field of gerontologyvii as a means of reducing and perhaps even eliminating the boundaries created by other disciplines in order to improve patient outcomes and quality of life for all older adultsviii.  

Why do some people age faster than others? 

Biologically, ageing results from the impact of the accumulation of a wide range of molecular and cellular damage over time. Thus, this leads to a gradual decline in physical and mental capacity, a growing risk of diseases, and ultimately, death. These changes are usually consistent, and they are associated with a person’s age in years. While some people aged 70 years may be strong and enjoy good health, others who are 70 years old may be weak and require others to help them. The real question about aging is whether the chronological age and the biological age are identical.   There is growing evidence that this might not be the case. Hence, some people reach premature aging, and others benefit from postmature (delayed) aging.  The real question is: Why is it happening?   

A series of recent studies are raising a powerful  probability for the  existence of an aging hormone or an aging enzyme. The problem is that this hormone is in increased production in one of five people. In those who are under stress, it seems to be almost non-existent. Additional studies are needed to reach a personal conclusion for reducing stress and perhaps, by doing so, will lead to a reduction of premature aging.  

So, the question becomes: Why do some people look older in their 20s, while others look like they’ll stay young forever? This question of course concerns us all, and is still considered by many to be a mystery that cannot be easily explained. But, in recent years, there have been some interesting studies that have found all kinds of factors that influence the process and may shed more light on one of the most important questions of mankind.  

In this article, we present some of the key factors connected to premature aging; perhaps this synthesis will add value to those concerned with this phenomenon. The paper is eclectic, hence it uses recent findings published in “Nature”, as well as relying on recent research findings emerging in the field of epigenetics. Finally, we will also discuss our own research into the understanding of the consequences of chronic stress. We think that examining all these factors simultaneously can enable plausible hypotheses. The specific hypothesis that we are adding has to do with the consequences of living for prolonged periods in a state of value incongruence.  

Figure 1

The concept of Chronic Stress 

In the field of stress, researchers, and practitioners  clearly distinguish between an acute stress and chronic stress. While some of the biological and physiological mechanisms are similar (variation is only in severity and repetitiveness), the diagnosis of chronic stress is much more complex, hence the signs and symptoms are not obvious; they have no color and no odor, but they are cumulative and toxic and involve the “tear and wear” of the body or the soul, which eventually leads to disease and often death. In this paper, we focus on chronic stress. Chronic stress has been shown to have a number of negative health impacts, from insomnia to weight gain to an increased risk for heart disease — not to mention impairing the immune and digestive systems as well as the central nervous system. And when it comes to aging, we’ve all heard that worrying will give you wrinkles, but is the science there to back up the idea that stress accelerates aging? Although more research is still needed on the exact mechanisms by which psychological stress contributes to biological aging, what we do know is that stress can be a contributor to premature aging. In other words, when we are under ongoing stress, it creates that fight-or-flight reaction on one hand or suppression in growth on the other hand in an unrelenting way. As a result, the stress hormones-enzymes are released into the body.ix What we know so far is that the release of those stress hormones is creating permanent biological changes. In Dolan´s et al  books the concept of escalated zero is explained further but in general it is hypothesized that  the hormones do not settle back to the same zero. But in order to maintain functionality, a new homeostasis is reached and it progressively (when more episodes of stress occur) goes up and up. Little by little, the body is breaking down. 

The underlying hypotheses proposed here includes the following: 

  • Stress, being acute or chronic, damages cells, and eventually leading to early (or premature) aging. 
  • Chronic stress ages the brain. 
  • Chronic stress leads to vision and hearing loss
  • Chronic Stress contributes  to an unhealthy lifestyle. 

Regular Check-Ups

One of the problems of being young in your 20s or relatively young in your 30s and 40s is that you might have a medical condition that doesn’t exhibit any symptoms. Truth be told, we often only think of going to a doctor’s when it’s absolutely necessary. But having regular checkups from an early age can help detect a condition that is not showing symptoms or causing you any sort of discomfort. If a condition is detected early by medical testing it can also be much more manageable. At an early stage of a medical condition, you might not need hospital care which can drain a substantial amount of savings.

The Biological – Hormonal Stress angle 

From a biological angle, aging is associated with a decrease in the regeneration capacity of the skeletal muscles after an acute injury—resulting in a decrease in physical strength and physiological abilities.  

However, a recent article in NATURE proposes a new factor that you may well have never heard of. The authors state that genetic studies have identified a powerful aging suppressant hormone called “Klotho”. The document reviews important studies conducted on the mysterious hormone. And, while most of the studies on the subject were conducted at this stage only on mice, one of the most fascinating academic works focused specifically on a group of women. There, they report on a study including 90 mothers who were defined as living with “high emotional stress” and another 88 women who lead a more relaxed life. All women were generally healthy and in their 30s or 40s. Among the women who faced high mental stress, there was a significantly lower rate of this hormone. Dr. Eric Perth, from the University of California, San Francisco who led the study, said, “Our findings suggest that the which we now know is very important for health, may be associated with mental stress and even premature illness and death.”x  

The University of California study was conducted after researchers at the same university identified a specific genetic variant found in one in five people, causing increased production of the hormone Klotho. In this study, the scientists were able to prove that the cognitive abilities of these people are better and that their prefrontal cortex is greaterxi. In addition, the researchers explained that these people tend to live longer and suffer from fewer diseases related to aging. Furthermore, in another study, the same group of researchers went even further and increased the rate of this hormone in the bodies of laboratory mice. Their findings improved the brain function of those mice and reduced the rate of toxins associated with other studies for the development of Alzheimer’s disease. 

By the way, Klotho is a transmembrane protein that, in addition to other effects, provides some control over the sensitivity of the organism to insulin, and appears to be involved in aging. Its discovery was documented in 1997 by Makoto Kuro-o, et. alxii. The name of the gene comes from Klotho or Clotho, one of the Moirai, or Fates, in Greek mythology. In experiments with mice, Klotho-deficient mice, manifest a syndrome resembling accelerated human ageing and display extensive and accelerated arteriosclerosisxiii.

With all these findings, it will probably take a long time before such experiments are carried out in humans and before we understand exactly if and how this hormone affects the rate of aging and the risk of developing various diseases. Of course, until then, no one will recommend taking certain supplements without control—there is one conclusion that perhaps should be considered seriously:  

Reducing chronic stress will certainly prolong life via the production of the Klotho hormone or via other etiological paths.  

And what about job stress? A 2012 study, published in the journal PLoS ONE, found that work-related exhaustion can have a harmful effect on critical DNA in the cells. Researchers measured the length of DNA sections called telomeres and found that individuals with the most job stress had the shortest telomere—when telomeres become too short, the cells can die or become damaged. Those who did not experience work exhaustion had longer telomeres. Telomere shortening has been linked to Parkinson’s, type 2 diabetes, cardiovascular disease, and cancer, the study notes.xiv 

DNA

Chronic stress has been shown to contribute to the development of Alzheimer’s disease, and recent research has shown that greater stress may be the reason that some women’s brains age more prematurely than men. An article published in 2012 in the NewScientist, quotes researchers based in UC Berkeley, who discovered that the pattern of gene activation and deactivation that occurs as the brain ages seemed to progress more quickly in women; the scientist states, “A higher stress load could be driving the female brain towards faster aging-related decline.”xv 

The over production of the fight-flight hormone (adrenaline) speeds up the heart rate and increases blood pressure, and in several cases, showed temporary vision and hearing loss. When stress becomes chronic, a prolonged and repeated adrenaline production may relate to a decrease in hearing and vision, although we do not know if these are permanent losses. Nonetheless, we definitely begin to behave and feel less vital if adrenaline is constantly pumping throughout the body. 

Aside from the chemical-hormonal changes, it has been fairly well documented that people under stress neglect to take care of themselves; they are known to eat poorly, to exercise less, to drink more, and rely excessively on medication. All of those things eventually show up on your body and affects the aging process. Experts in nutrition insist that developing healthy habits (eating, sleeping, being active) is critical to aging well. Regular exercise protects the aging brain, and conversely, sleep deprivation can accelerate aging. As you get older, good nutrition becomes increasingly important in how the body ages.  

Wellbeing depends on what we perceive as life quality. This is by in large an individual choice and for most of us a moving target, because of the transformation phases in our life from child to old age. It is our choice wheatear we  actively design our life or let us drift in the life maze.xvi  

“Six factors measured by age 50 were excellent predictors of those who would be in the “happy-well” group–the top quartile of the Harvard men–at age 80: a stable marriage, a mature adaptive style, no smoking, little use of alcohol, regular exercise, and maintenance of normal weight.”   

exercise

It takes a meaningful purpose and action to create joy and satisfaction. They may lead to wellbeing and moments of happiness on individual, organizational, and social level. Additionally, they should also lead towards greater serenityxvii 

The Stress Inflammatory Angle 

There are many studies connecting chronic stress with inflammatory processes resulting in higher microglial activation and expression of proinflammatory markers. More importantly, the higher inflammatory response seen in stressed animals was associated with a higher rate of death of dopamine, the most characteristic feature seen in Parkinson’s disease. In total, stress seems to be an important risk factor in the degenerative processes leading to real diseases such as Parkinsons and naturally implies premature aging.xviii 

Furthermore, following the demonstrated association of employee burnout or vital exhaustion with several risk factors for cardiovascular disease (CVD) and CVD risk, research by Toker et. al, shows the possibility that one of the mechanisms linking burnout with CVD morbidity is microinflammation; they pointed out the role of C-reactive protein (hs-CRP) and fibrinogen concentrations in the etiology. Their sample included 630 women and 933 men, all apparently healthy, who underwent periodic health examinations. The authors controlled for possible confounders including 2 other negative affective states: depression and anxiety. In women, burnout was positively associated with hs-CRP and fibrinogen concentrations, and anxiety was negatively associated with them. In men, depression was positively associated with hs-CRP and fibrinogen concentrations, but not with burnout or anxiety. Thus, they have concluded that burnout, depression, and anxiety are differentially associated with microinflammation biomarkers, dependent on gender.xix  

It’s no secret that stress may show on our skin: from forehead lines to breakouts, stress has a way of showing its wear and tear on our face. But what we did not know is that it can also lead to premature aging.

Another interesting angle, which comes from the beauty sector, is to examine the relationships between stress and premature aging, where the focus is on the skin. It’s no secret that stress may show on our skin: from forehead lines to breakouts, stress has a way of showing its wear and tear on our face. But what we did not know is that it can also lead to premature aging. The hypothesis is that internal and external stressors set off a cycle of inflammation that accelerates the aging process. Inflammation is a defense mechanism. It serves as the body’s natural way of protecting itself against injury and infection. However, when it occurs on a loop (i.e. chronic base), it can cause damage that stresses our skin cells and accelerates the aging process. Chronic stressors and unhealthy lifestyle habits are to blame for this type of inflammatory response. In such cases, negative stimuli linger and set off an unhealthy cycle of inflammation that goes largely undetected. Inflammation is our body’s natural defense mechanism to combat the effects of these stressors. But, as we age, our body becomes less efficient at ‘turning off’ the inflammatory response and the body goes into a chronic low-grade inflammatory status that damages tissue.”   

Inflammation causes a number of skin changes that accelerate the aging process.  It includes:

  1. Dehydration – Lacking sufficient water content, the skin becomes dry, dehydrated and inflexible
  2. Collagen & Elastin Degradation – When inflammation becomes chronic, it sets off metalloproteinases (MMPs) in the skin. These enzymes which are found in the spaces between skin cells break down proteins such as collagen and elastin and inhibit their production.
  3. Glycation – the skin loses its ability to build and retain fat, it becomes less and less plump. When glycation attacks our fat cells, it causes them to become misshapen and our face loses volume and begins to appear flat and sunken, as though it is falling.  

The stress and Epigenetic angle  

The word “epigenetics” is derived from the Greek word “epi”, meaning “over” or “above,” and in this case, over or above the genome. This area of research involves the study of how our behaviors and environment can cause changes that affect the way our genes work. Genes are made of a molecule called DNA. Epigenetic changes are vital to normal biological functioning and can affect natural cycles of cellular death, renewal, and senescence. Different lifestyle and behavioral factors such as diet, sleep, exercise, smoking, and drinking alcohol can also affect the composition and location of the chemical groups that bind to our DNA. Environmental factors such as stress and trauma may also have an impact. 

A recent article by Zannas (2019) provides a state-of-the-art review on the links between Epigenetics, psychological stress and agingxx. Zannas concludes that psychosocial stress—especially when chronic, excessive, or occurring early in life—has been associated with accelerated aging and increased disease risk. Among molecular mechanisms linking stress and aging, the author reviews evidence on the role of epigenetics, biochemical processes that can be set into motion by stressors and in turn influence genomic function and complex phenotypes, including aging-related outcomes. The article further provides a conceptual mechanistic framework on how stress may drive epigenetic changes at susceptible genomic sites, thereby exerting systems-level effects on the aging epigenome, while also regulating the expression of molecules implicated in aging-related processes. This emerging evidence, together with work examining related biological processes, begins to shed light on the epigenetic and more broadly, molecular underpinnings of the long-hypothesized connection between stress and aging.  

stress

Epigenetics can also mark accurate chronological time versus biological time. Our chronological age is based on our birthdate, but biological age means the true age that our cells, tissues, and organ systems appear to be, based on biochemistry. Our epigenome is affected by our environment and experiences over time, similar to how rings on the inside of a tree can tell us the tree’s age and mark when it has encountered damage or stress.  

Dr. Steve Horvath of UCLA and his team discovered an epigenetic clock that allows us to measure the age of all human tissuesxxi. Past models of biological versus chronological age were based on an analysis of telomeres. These are structures at the end of chromosomes that keep them from tangling with each other and play an important role in DNA replication during cell division. One of the most promising, Nobel Prize-winning epigenetic techniques uses a harmless virus to introduce special genes called Yamanaka factors (after the researcher who discovered them) to undo the epigenetic programming of mature cells. This process transforms the mature cells back into their younger stem cell formxxii. Having those younger cells in place has been shown to regenerate some function lost to age, illness, or injury. 

The science of epigenetics offers intriguing windows into how and why we age at different rates. It also holds both great promise and potential peril for unethical or inequitable use. While this field is growing fast, it is still evolving, and many of the technologies are still only used in animal models and have not yet been approved for humans. Be skeptical and cautious when considering any anti-aging interventions, especially if something seems too good to be true. While it’s nice to imagine how epigenetics could someday be manipulated to heal or restore, common sense advice on healthy aging remains: eating correctly, exercising, getting enough sleep, moderating unhealthy habits, and managing the chronic stressors in your life to the best of your ability.  

figure 2

Aging is a multifactorial process characterized by the progressive loss of physiological functions, leading to an increased vulnerability to age-associated diseases and eventually, death. Several theories have been proposed to explain the nature of aging. One of the most known theories identifies the free radicals produced by the mitochondrial metabolism as the cause of cellular and DNA damage. However, there is also evidence supporting that epigenetic modifications, such as DNA methylation, noncoding RNAs, and histone modifications, play a critical role in the molecular mechanism of aging. Another interesting paper explains how the interlinked effects of oxidative stress and epigenetics can explain the cause of age-related declines.xxiv  

Value Incongruence, stress, and aging  

The relationship between incongruence amongst core values and stress tends to become stronger when a value is ranked as more important, but people do not live coherently with it. Our own studies show that there is considerable evidence that not knowing or not living congruently with our core values leads to stress. If it persists, it leads to all the negative “wear and tear” consequences. A host of studies connect values—especially the notion of value incongruence—with the social-psychological construct of “dissonance” or more   specifically  “cognitive   dissonance”.  The latter refers to a situation involving conflicting attitudes, beliefs, values,  or behaviors.  The theory proposes   that   this   is   not   sustainable as it produces abnormal behavior or even diseases and thus this feeling of discomfort eventually leads a person to alter some of his/her attitudes, beliefs, or behaviors in order to restore balance. xxv 

One thing is certain: a prolonged state of value incongruence leads to stress, and stress is a condition that debilitates the body and the soul. We have written many articles and books on the sources and consequences of stress (at work), and we are convinced that the latter negatively affects our physical and mental health. 

Interestingly, though, the medical and biological literature has started to borrow concepts from psychology and sociology to explain the mutation of cells (or diseases). Traditional medical textbooks classify diseases by the affected organ or system, and frequently by the agent involved, for example, viral and bacterial diseases. But increasingly, mental and physical diseases are appearing that cannot be explained sufficiently in this manner—among them the process of aging. The models of diseases have changed, and the new paradigm includes the social phenomenon involved in the etiology of a disease. One of the social factors that has been identified in this context is value incongruencexxvi 

When an individual experiences chronic value incongruence, the likelihood of health-related problems increases dramatically. In our own research, our colleagues found out that nurses who felt trapped in their jobs (they wanted out because of value incongruence), but were forced to stay in their positions because of economic needs, experience a higher level of job burnout and also have an incidence of metabolic syndrome higher than expected given their age. xxvii Metabolic syndrome is a key predictor of heart disease and type 2 diabetes. Burnout—an unpleasant and dysfunctional condition that both individuals and organizations would like to avoid—has been established as a stress phenomenon. It presents a pattern of health correlates one would expect to find with the following conditions: headaches, gastrointestinal disorders, muscle tension, hypertension, cold/flu episodes, and sleep disturbances, among others. Stress phenomenon is also a form of mental distress characterized by (a) a predominance of dysphoric symptoms such as emotional exhaustion, (b) a predominance of mental and behavioral symptoms, and (c) decreased work performance resulting from negative attitudes and behaviors. 

Despite the obvious connections, the relationships between values, cognition, stress, and illnesses are complex and not fully understood. But science is advancing our understanding of psychological experiences.

The scientific evidence for the negative outcomes of chronic value incongruence for both organizations (e.g., productivity loss, or incapacity to retain talent) and individuals (e.g., likelihood of mental and physical diseases) is overwhelming. Mind you, we are not talking about a form of temporary or transitory incongruence; we are talking about a permanent feeling or perception. 

Despite the obvious connections, the relationships between values, cognition, stress, and illnesses are complex and not fully understood. But science is advancing our understanding of psychological experiences. We now know that these experiences in some ways both arise from (or are manifestations of) and affect brain chemistry and biology. It appears that cognitions leading to stress influence biology (i.e., ageing).  

Several theories from different research fields in management, psychology, and medicine claim that human beings are generally inclined to reduce cognitive or motivational discrepancies and that such incongruences are associated with negative outcomes such as psychological distress or dissatisfaction. So, by and large, high levels of incongruence are hypothesized to be an essential cause of the formation and maintenance of a variety of psychopathological symptoms whereby leading to premature ageing.xxviii  

Conclusions  

We all know that emotional stress affects our body, brain, and mind. A long list of studies has already shown that stress increases the production of inflammation in our bodies, increases the risk of various diseases, and adversely affects many biological processes. The good news is that there are now lots of proven ways to improve our response to stress and reduce its impact on us.  

The first step is to raise awareness of how stress is gripping our lives. And as awareness increases, we can also examine which tools might help lower the height of the flames. Yes, it is not easy. Sometimes it also requires professional help, but it is one of the best investments we can make for ourselves throughout life. 

In order to help professionals, diagnose chronic stress, an original card tool based on principles of gamification  has been developed.  The tool is called “The Stress Map”.  

The Stress Map

Used with permission.  

The stress map is based on many years of our research where several themes discussed earlier in this paper have been integrated.  The stress map has been inspired by the correlates and derivatives of chronic stress, as presented in Figure 3.  

figure 3

The 4 pillars that can help diagnose chronic stress and vulnerability include:  

  • Use the tool to Identify the density of the signs and symptoms of chronic stress in the past 3,6, or 12 months (the latter are identified at the psychological, biological-somatic, physical-inflammatory, and physiological levels); density is a new algorithm developed for the stress map that multiplies the severity of the sign/symptom by the frequency of occurrence. This can generate a type of hierarchy of the signs and symptoms of a person’s poor coping. 
  • Use the tool to Identify the core possible sources of chronic stress (in the work and non-work setting). Research indicates that both spheres of life are important due to a spillover effect,where sources of stress in one sphere of life of the person affects the other.
  • Use the tool to Identify what we label the “meta sourcesof stress”. This   addresses the following questions:  does the person lives in congruence with his/her core values?Does the incongruence also create conflicts between work and family life? Does the person have a low level of trust amongst the people that he/she are being surrounded? 
  • Use thetool to Identify the modulators that can either exacerbate or filter the negative consequences of stress.  These haveto do with some key individual differences and vulnerabilities to be affected by epigenetic factors.  

In order to help the person, stop (or perhaps slow down) the process of premature aging, a mix of two critical elements is needed:

  1. a good diagnostic tool that will help understand his/her chronic stress situation, so awareness is created and risk factors are identified, and
  2. build and prepare the person for overcoming chronic stress by doing psychological and physical alignment. The latter  promotes  resilience  and decreases the process of aging.   

With the emergence of paradigms of positivity in psychology and medicine, we are learning more and more about the positive aspects of health and well-being, all that promotes longevity and a good quality of life.  Physical fitness combined with mental fitness and value congruence, leads to enhanced mental health as well as psychosomatic health and extended life expectancy. This congruence also leads to relative happiness, which in turn has been correlated with both mental and physical health. 

Positive psychology focuses on positive emotions, strengths, and good mental health, all of which are related to value congruence. Happiness and life satisfaction is linked to value congruence. Our colleagues have seen that value congruence coupled with support and optimism leads to faster recovery following surgery. Although some people take it even further and suggest that there is a link between positive psychology and cancer survival, this has yet to be proven. 

While wellness is experienced at the individual level as happiness, joy, health, and longevity, many of its causal factors extend well beyond the individual. Similarly, while wellness promotion strives to increase the joy, health, and longevity of individuals, its strategies go well beyond the individual and include environmental, social, and other collective interventions because the etiology of aging and well-being depends on, among other factors, value congruence (the social environment) and the physical environment. 

Classification of Strengths, and the study of how those strengths can be applied by individuals to improve their social interactions, are all very important additions to the evolving explanation of the enhancement of well-being and the slowing down of the process of premature aging.xxix 

And talking about reference point, many refer to the longevity of the Japanese population. According to a 2019 life expectancy report, the average lifespan of the whole world is 72.6 years, but for Japan, it is 84.6 years. With more than 29% of its population over the age of 65, the Land of the Rising Sun is consistently recognized for its big community of healthy elders. On December 28, 2012, Jiroemon Kimura became the oldest verified male in history—he lived for 116 years and 54 days before dying from natural causes.   

What’s the Japanese secret to maintaining good health for so many years? In Japan, it is no secret. In fact, everyone learns it at a young age. In their mandatory educational program, Japanese children are taught to eat a balanced diet, keep good hygiene, and exercise daily. Those habits are complemented by various practices of mental stress reduction techniques. Longevity in Japan, more precisely, can be summarized in three ritualistic points: 

  1. The balanced diet – Japanese people favor an adequate, well-proportioned, and nourishing meal. A Japanese diet is balanced physically, emotionally, and spiritually. Food is regarded as a gift from the land, the mountain, or the river. To enjoy a meal is to pay tribute to the one who prepared it. 
  2. The religion of nature – Japanese people worship every small thing in nature; a rock, a river, and a tree branch all possess an inner spirit that Japanese people call kami. According to Shintoism, each living thing has its individuality, but it is not separated from others. We are all part of a continuous, collective life current, and we live our lives in pursuit of that flow. 
  3. The embedded concept of Ikigai in daily life  Ikigai is a Japanese concept of a “reason for being.” It is the mental state of four elements: what you lovewhat the world needs, what you are good at, and what you can be paid for. There is no exact number of people who reach the sweet spot of ikigai or people who are nearly there. The essence of ikigai is to find your life purpose, your reason for existing, and your motivation to get out of bed every single day. Finding purpose in life reduces incongruences, conflicts, and chronic stress and boosts one’s health. In a study published in 2006 in the Journal of the American Medical Association, a group of researchers found a positive correlation between having a purpose in life and a decreased mortality rate. People who know their direction, intention, and objective experience less stress, anxiety, fatigue, and negative effects on the nervous system. The science at work here is still emerging, but generations of Japanese people have practiced—and benefited from—ikigai. It is considered a key pillar to building and sustaining a happy and fulfilled life. 

Ikigai

In summary, since ageing is primarily the result of a failure of maintenance and repair mechanisms (both psychological and biological), various approaches have been discussed in this paper.  Namely the reduction of chronic stress is proposed as the prime mechanism to modulate the process of aging. However, in order to do that, a good diagnostic tool has been sought, and the stress map tool can serve this purpose. This is the first diagnosis tool available for health professionals. The diagnostic process begins with awareness of a problem, followed by a state of acceptance, and then the person seeks health care; there is an iterative process of information gathering, information integration and interpretation, and a determination of a plan of action. Assuming that most rational people will attempt stopping or slowing down premature aging, this paper provides the multiple pathways of doing it.  

About the authors 

Prof. Simon L. Dolan

Prof. Simon L. Dolan is a researcher, author, management consultant and a very solicited speaker. A prolific author (over 77 books), the creator of the Leading, Managing and Coaching by Values school of thought. He serves as the president of the Global Future of Work Foundation. He commutes between Barcelona (Spain) and Montreal (Canada) and delivers speeches in four languages throughout the world via his “Thinking Heads” agency (www.thinkingheads.com ).  His writings and interests are in the interface between values, stress, and wellbeing, coaching and leading all connected to the future of work. To learn more about him: www.simondolan.com .  Contact:  info@simondolan.com      

Prof. Mario Raich

Prof. Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com) and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition, he is a cofounder and member of the advisory board of the Global Future of Work Foundation in Barcelona. He is the coauthor of books and many articles on the future.  Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business, and work. Contact: mario@raich.net

Endnotes and references

  1. See for example: Mario Orsatti “An interview with the “father of stress”  (2012)   https://www.tm.org/blog/people/interview-with-father-of stress/#:~:text=Hans%20Hugo%20Bruno%20Selye%20%281907-1982%29%20is%20known%20as,to%20the%20pressures%20of%20injury%20and%20intense%20experience. ; Hans Selye, Wikipedia https://en.wikipedia.org/wiki/Hans_Selye
  2. Shimon L. Dolan & André Arsenault (1980) Stress, santé et travail. Published  as Monographie #5 (The Université de Montreal).
  3. Simon L. Dolan, De-Stress at work: Understanding and combatting chronic Stress  (Routledge 2022 -forthcoming): Simon L. Dolan, Eric Gosselin, André Arsenault “Stress, Santé & Performance au Travail”, Presse de l Université du Québec – Forthcoming 2022).
  4. Source_ Wikipedia – https://en.wikipedia.org/wiki/Ageing
  5. Hung, W. W., Ross, J. S., Boockvar, K. S. & Siu, A. L. BMC Geriatr. 11, 47 (2011).
  6. Luigi Fontana, Brian K. Kennedy, Valter D. Longo, Douglas Seals & Simon Melov “Medical research: Treat ageing” , NATURE, July 23, 2014 (https://www.nature.com/articles/511405a)
  7. Gerontology is the study of the social, cultural, psychological, cognitive, and biological aspects of aging. The word was coined by Ilya Ilyich Mechnikov in 1903, from the Greek γέρων, geron, “old man” and -λογία, -logia, “study of”. The field is distinguished from geriatrics, which is the branch of medicine that specializes in the treatment of existing disease in older adults.
  8. Martin DJ, Gillen LL. Revisiting gerontology’s scrapbook: from Metchnikoff to the spectrum model of aging. Gerontologist. 2014;54(1):51-58.
  9. Enzymes form and act at the site of production. Hormones form and act at different sites. Examples: Protease, amylase, and lipase are important enzymes for digestion. Examples: Melatonin is the hormone that regulates your circadian rhythm (sleep cycle) Insulin is another hormone that regulates blood sugar.
  10. Note: Perth stressed that his research was purely observational and did not prove a cause-and-effect relationship between high levels of stress and a decrease in the rate of this hormone, and certainly did not prove that such a link affects the acceleration of aging.

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Breakthrough or Breakdown? Diagnosing chronic stress and risk factors in elite athletes in view of preventing meltdowns and enhancing top performance https://www.europeanbusinessreview.com/breakthrough-or-breakdown-diagnosing-chronic-stress-and-risk-factors-in-elite-athletes-in-view-of-preventing-meltdowns-and-enhancing-top-performance/ https://www.europeanbusinessreview.com/breakthrough-or-breakdown-diagnosing-chronic-stress-and-risk-factors-in-elite-athletes-in-view-of-preventing-meltdowns-and-enhancing-top-performance/#respond Mon, 02 Aug 2021 13:46:31 +0000 https://www.europeanbusinessreview.com/?p=122401 By Simon L. Dolan and Sara Martinez Espejo Why are elite athletes more susceptible to stress? Can sports athletes be prepared to better cope with stress? can meltdown be prevented? […]

The post Breakthrough or Breakdown? Diagnosing chronic stress and risk factors in elite athletes in view of preventing meltdowns and enhancing top performance appeared first on The European Business Review.

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By Simon L. Dolan and Sara Martinez Espejo

  • Why are elite athletes more susceptible to stress?
  • Can sports athletes be prepared to better cope with stress? can meltdown be prevented?
  • How do elite athletes cope with performance anxiety?
  • What are the symptoms of chronic stress in athletes?
  • Are there diagnostic tools readily available to identify chronic accumulated stress?
  • Can we develop resilience in top performance athletes?

Only when athletes are able to focus their thinking and control their emotions can they maximize their abilities to successfully master their sport.

There are two events that have caught the public attention these days. First is the very sad exposure of the breakdown of Simone Biles, a top athlete that in retrospect we are starting to understand that she was subject to prolonged stress, that was undiagnosed (or ignored) and eventually lead to a breakdown; the early signs and symptoms of chronic stress were not clear to her, to her technical coaches and even to friends and family members surrounding her. What a pity. This story is heart breaking but hardly unique. More elite athletes are reporting mental health ailments such as anxiety, depression, psychiatric conditions and eating disorders. The exact percentage of Olympic athletes with mental health concerns isn’t clear, since it hasn’t been recorded.

Olympic athletes

One thing is certain: should these people be offered a valid diagnosis which detects their chronic stress and risk factors on time, the entire sad episode(s) could have been prevented. Help could have been offered to this elite athlete on time and perhaps the agony of breakdown be avoided. We estimate that similar pressures exist for other top performers throughout the world in the fields of art and entertainment, but the focus of this article is on the elite sports celebrities.

Call it serendipity, or coincidence, at the same time that the case of Simone Biles hit the headlines across the globe, a less mediatic event took place during the past several years: the culmination of years of stress research led to the development and release of a unique tool to detect chronic stress and is called: The STRESS MAP. The latter is based on over 40 years of research intending to develop a valid framework to diagnose chronic stress. Mind you, there are numerous tools available to diagnose acute stress, but this is not the case for chronic stress hence most of the signs and symptoms are hidden; they have no color and no odor as many observers say.   Nonetheless, once the signs and symptoms are observable, it might be too late to intervene and prevent the negative consequences from occurring. The stress map is all about that [i]; it is a tool that is easy to use by anyone. It is based on principles of gamification, and it is perhaps the only available tool that deals with society rising killer ”Chronic Stress”.

During the two decades (1990s/2000s) that I spent competing as an athlete on the world stage, I figured out lots of different ways to cope with game-day stress and performance anxiety on the fly, through trial and error. When it came to mastering my mental game and breaking a Guinness World Record, there wasn’t a “method to my madness.” I didn’t have a sports psychologist with a Ph.D. on hand to give me the inside scoop on tried-and-true ways to optimize one’s mental game” – (Christopher Bergland, Psychology today” – https://www.psychologytoday.com/us/blog/the-athletes-way/202006/3-universal-ways-elite-athletes-cope.

The objective of this short paper is to further expose the chronic stress of top sport performers and offer to professionals surrounding them the use of contemporary and recent tools that can be used by anyone to help them realize their particular situation and perhaps provide the help and resources to help them maintain the high performance while avoiding meltdowns. Along this line, two recent studies by Leis et al (2020) and (Poulus et al., 2020)[ii] who have investigated stress and coping in esports,  bring to bear the influence of mental toughness – or resilience- among world-class sports athletes (who play video games competitively in multiplayer online battle arenas) compared to traditional athletes who interact face-to-face in the flesh. These findings were published on April 28 in the Journal Frontiers in Psychology, and showed that in order to cope with stress, Olympic top-level athletes need absolutely to engage in 3 simultaneous activities:

  1. Emotion-Focused Coping (EFC): Using emotion regulation and other mindfulness techniques to calm “fight or flight” stress responses.
  2. Problem-Focused Coping (PFC): Actively troubleshooting and problem-solving to counteract stressful stimuli in a specific context.
  3. Avoidance Coping (AC): Using avoidant strategies to disengage physically or psychologically block out a source of stress.

Furthermore, the latest studies in neuroscience and psychology show that 80% of the athlete’s performance is mental, which implies that if we do not prepare and train our mind, we can never achieve our 100%. The brain is just one more muscle and as such must be trained; the brain directs the show. You train as you perceive, as you think, how you act and ultimately how you feel.

Freedom from stress happens in proportion to our responsiveness to our true selves, allowing every moment possible to be an opportunity for self to be what it is and enjoy the process.

However, in order to do all that, the first step for the athlete (or his/her coaches) is to develop this level of consciousness. Thus, a valid and reliable diagnostic tool is really needed. Wellness coaches and other mental health professionals are aware of the importance of training elite athletes, ever since the breakthrough message contained in the bestselling book of one of the co-founders of the coaching profession, Timothy Gallway (1972) who wrote: “The inner Game of Tennis[iii]. The message of the inner game is simple: “focus on the present moment, the only one you can really live in”. In his book, Gallway asserts that “Freedom from stress does not necessarily involve giving up anything, but rather being able to let go of anything, when necessary, and knowing that one will still be all right”. And finally, in this classical book, it is suggested that almost every human activity involves both the outer and inner games. There are always external obstacles between us and our external goals, whether we are seeking wealth, education, reputation, friendship, peace on earth or simply something to eat for dinner. In the end our obstacles are always there; the very mind we use in obtaining our external goals is easily distracted by its tendency to worry, regret, or generally model the situation, thereby causing difficulties from within. Freedom from stress happens in proportion to our responsiveness to our true selves, allowing every moment possible to be an opportunity for self to be what it is and enjoy the process. As far as we can see, this is a lifelong learning process. The true question is how do we get to this point? How do we develop to reach this state? What is the extent that coaches and those surrounding us can help us get there? And most importantly, what tool (s) are available to help us diagnose the outer and inner noises that generate stress and prevent us from focusing on the here and now (and nothing else)?

And here is where the recently developed STRESS-MAP can become an important diagnosis ally of athletes and their coaches. This tool was based on a long journey that begun at the Mayo Clinic in Minnesota while Simon L. Dolan (co-author of this paper) completed his doctoral studies at the Carlson Graduate School of Management. In the clinic, he observed many patients who survived their first heart attack for which started a mental journey questioning the essence of life (following this health crisis); is it really worthwhile to commit totally to work? What about the physical and mental consequences of this total dedication? Actually, the entire issue of what constitutes professional success came to bear. The conclusion of this reflection was obvious: being excellent in what you do professionally but suffering premature physical or mental health consequences, does not constitute a real professional success. Issues like that, led to two subsequent observations and conclusions:

  1. We are witnessing a new form of toxicity. It has no color and no odor, and have no obvious early signs or symptoms, but can lead to premature physical and mental ailments and even to death; this is what chronic stress is all about.
  2. We need to revise our definition of professional success to include at least two dimensions: A professional performance dimension, but also a personal health dimension.

While the idea is generic and can apply to many professions, in Figure 1 we propose the case of the elite athlete.  

Figure 1:

Figure 1

Quadrant A: Breakthrough and resilience – This is an ideal case. This is the quadrant that most athletes opt for. It means that the athlete is able to reach record performance and feels mentally positively and complete. Some people refer to this state as a state of flow. It is that sense of fluidity between the athlete body and mind, where he/she is totally absorbed by and deeply focused on the professional task or challenges, beyond the point of distraction. The state of flow was popularized by positive psychologists Mihaly Csikszentmihalyi and Jeanne Nakamura when the person becomes fully immersed in whatever he/she were doing. Csikszentmihalyi and Nakamura reached this conclusion by interviewing a variety of self-actualized, high-performing people including mountain climbers, chess players, surgeons, and ballet dancers[iv]. Mind you, the flow mental state is generally less common during periods of relaxation and makes itself present during challenging and engaging activities. But if is it happening during multiple moments of competition it can be inferred as a state of true resilience.

Quadrant B: Breakdown – Breakdown happens when the athlete realize that he/she pays the mental prize of sustaining high performance continuously. There are many studies that show that high performing individuals that lack the resources to overcome the continuous demands on them, end up overwhelmed and they break down. The breakdown can be manifested in several forms but the most common is burnout and depression. Depression is not about having an off day. It is more substantial and negatively affects how the athletes feel, think, and act, and eventually diminishing their ability to function well professionally but also at home.   And there is also the case of minor mental breakdowns; when athletes over-think sport situations to the point where fear and anxiety disrupts the natural execution of sports skills – the problem is a mental breakdown. For example, when you see an athlete become upset after a bad play and loses focus in the plays that immediately follow, the athlete is suffering from poor emotional coping skills – or a mental breakdown.

Quadrant C: Withdrawal – This is the quadrant very typical to many athletes. We all know that top performance in many sports is determined by the length of time spent playing the sport, the competitive level achieved, and the amount of time spent in training and competition. Obviously, there are distinct types of sports, some that do not necessarily have an age expiry (i.e., Golf). But this is the exception. More elite high-performance athletes are aware of their expiry capacity and prefer to withdraw from a single competition (or from the sector altogether) before it affects their mental state. And there is also a partial withdraw that avoids excessive stress. For example, Japanese tennis player and the world number 1, Naomi Osaka, withdrew from a post-match press conference citing high stress, which also invited her to a huge fine and ire, but solidarity from fellow athletes has been coming which shows empathy to her condition. And again, this was the case of Simon Biles, a celebrated athlete and medal-winning, high-profile gymnast who has decided to withdraw even before the competition as she perceived a low performance result. Withdraw happened even before the act

Quadrant D: Meltdown – this is the worst-case scenario hence you really lose it all. Obviously in the long term may require professional health assistant in order to climb back to normal life. In a meltdown situation, the athlete throws the towel and decided to not going back to the competition anymore. But there are also episodes of partial meltdown, that become chronic if they are repeated. And again, because we are living these days through the Olympic experience, let’s quote a phrase from the media:

Meltdown
Source: https://www.houstonchronicle.com/texas-sports-nation/tokyo-olympics/article/Novak-Djokovic-s-Olympic-meltdown-shows-16354493.php

“Saturday, after already losing two straight matches — semifinals in singles and mixed doubles — Djokovic completely melted down in the bronze medal match. He threw his racquet into the stands; he would have been ejected, or even arrested for that under different circumstances, but no spectators in Tokyo worked to his advantage. Later he smashed his racquet into the net pole during a changeover and threw the mangled piece of equipment into the photographers’ pit.”

Greater lifetime stress made athletes more susceptible to future stressors. Research suggests that elite athletes are at increased risk of poor mental health, partly due to the intense demands associated with top-level sport. Despite growing interest in the topic, the factors that influence the mental health and well-being of elite athletes remain unclear. From a theoretical perspective, the accumulation of stress and adversity experienced over the life course may be an important factor (McLoughlin et al, 2021)[v].

Elite athletes are expected to perform at the top level over an extended period of time and are expected to deliver extraordinary results continuously. Actually, they are expected to be superman (or superwoman) for a prolonged period. And research shows that if you do not have proper mental preparedness, this is impossible. Prolonged pressures in many other professions end in burnout, depression, and other psychological ailments. The pressure that mounts on elite athletes comes from family, friends, coaches, and the public. All of the elite athletes’ stakeholders are often guilty of placing unrealistic expectations on them. This may result in feelings of insecurity and displeasure in their achieved progress in their sport, comparing themselves to their chronological peers. As a consequence, some who are not psychologically prepared may lose self-esteem and withdraw from the sport or from particular events in which they perceive their competencies to be challenged. In our opinion, this was the case of Simone Biles during the ongoing Olympic games or the case of Rafael Nadal who has decided to withdraw in 2021 from top competitions such as Wimbledon or New York open tennis. Obviously, having injuries or other circumstances of improper fit can be used as a pretext for the withdraw hence admitting mental misfit is not considered proper. Nonetheless, we all know that coping with stress in sport is a pivotal self-regulatory factor that promotes optimal levels of sporting achievement. Individual-related factors (personality, motivation, cognitive evaluation) are key predictors of sport-related coping. Task-oriented coping represents the strategy to directly manage the stressful situation (that is, problem-focused) and its resulting cognitive and affective activation (approach emotion-focused). This is also called approach or engagement coping and includes strategies such as effort expenditure, thought control, relaxation, logical analysis, mental imagery, and support seeking. All these are the essence of the 4 pillars model of chronic stress that is embedded in the Stress Map tool.

The Stress Map Tool

The idea of developing the stress map followed a long journey into research on understanding chronic stress. Admittedly, the research did not focus exclusively on stress in professional sport, but the generic model and principles can apply perfectly to this sector. The research team under the helm of Simon Dolan (co-author of this paper) has published over the years a dozen articles in scientific journals based on empirical results of their studies in different sectors, countries and occupations; they also wrote several bestselling books (in multiple languages) such as “Stress, Self-Esteem, Work and Health (Palgrave-Macmillan, 2006), and an updated edition of the book in similar format is forthcoming in 2022 and is entitled: DE- Stress at Work: Understanding and Combatting Chronic Stress (Routledge).

: DE- Stress at Work: Understanding and Combatting Chronic Stress : DE- Stress at Work: Understanding and Combatting Chronic Stress

The 4 pillars that can help diagnose chronic stress and vulnerability include:

  • Identify the density of the signs and symptoms of stress in the past 3,6, or 12 months (the latter are identified at the psychological, somatic, physical, and physiological levels); density is a new algorithm developed for the stress map that multiplies the severity of the sign/symptom by the frequency of occurrence. This can generate a type of hierarchy of the signs and symptoms of poor coping of the athlete.
  • Identify the core possible sources of stress (in the work and non-work setting). Research indicates that both spheres of life are important due to a spillover effect, where sources of stress in one sphere of life of the athlete affects the other.
  • Identify, what we label the “meta sources of stress”. This addresses the following questions: does the elite athlete live in congruence with his/her core values? does the elite athlete has a conflict between dedication to his sports passion and simultaneously commitment to family demands? And does the elite athlete have TRUST in the coach and the technical team that prepares him/her to sustain top performance?
  • Identify the modulators that can either exacerbate or filter the negative consequences of stress. Here comes to bear some personality traits of the athlete and other individual characteristics known to modulate the stress syndrome; it includes personality proneness to stress, lack of support systems that are available and the perception of lack of control or resources to perform well.

In order to help the elite athlete to cope with this pressure and prevent crackdown, a mix of two critical elements is needed: 1) a good coaching process (psychologically as well as technically), and 2) a good diagnostic tool that will help the coach build and prepare the athlete for enduring resilience.

Effective coaching requires not only the establishment of a satisfactory relationship but also adequate physical, technical, mental, and tactical preparation of the athletes. Supportive coaching is used to refer to a broad and multi-faceted coaching style that incorporates distinct yet interrelated emotional/relational and structural/instrumental components of effective coaching. Supportive coaching can play a positive role in providing guidance in the goal-striving process and nurturing athletic and mental skills. It can be seen as a resource likely to make athletes more capable of problem-solving and preparing them to cope with the stress inherent to sports competitions. Task-involving motivational climates is positively correlated with task-oriented coping. By contrast, an environment that includes an ego-motivated coaching culture may provide athletes with an unsupportive coaching style. As a result of an unsupportive environment, athletes experience excessive pressure from coaches, favoritism, and greater time spent with the best athletes are important risk factors for impaired self-regulation. This is shown by associations between ego-involving motivation climate and the use of disengagement-oriented coping in the sports domain (Nicolas, Gaudreau et al. 2011).[vi]

There is ample research suggesting that holistically young aspiring top athletes are at risk of developing burnout, as they face not only high physical demands but also psychological pressure to reach the elite level. Burnout appears to be linked to chronic emotional and interpersonal stressors in a person’s relationship with their work. In athletes, burnout is associated with negative outcomes such as performance impairment, reduced enjoyment, depressed mood and, potentially sport termination. Optimists perceive their life as less stressful than pessimists, which may be why they are less likely to burnout Exhaustion is a central component of burnout and is related to stress associated with intense training and competition demands. A reduced sense of athletic accomplishment is manifested in the perception of low ability with regard to performance and skill level. Sport devaluation manifests itself in a loss of motivation, with the athlete ceasing to care about his or her previously beloved sport.

So, the role of a psychological coach is essential in preventing stress and burnout in athletes. An effective, proactive, and preventive approach to stress management adopted by the coach seeks to make changes in the macro-environment (organization culture), the microenvironment (task redesign), or in the athlete perceptions of control (for example, enhanced decision-making opportunities). Organizations and official delegation management teams are recommended to proactively address the underlying causes of the stressors, establish effective mechanisms to recognize and respond to stressor warning signs and implement systematic learning, un-learning and re-learning in order to get rid of habits and behaviors that can eventually become counterproductive. The stress map tool can aid the coach in pinpointing and diagnosing the Achilles points and develop effective preventive strategies. Further interventions should focus on moderating external pressures for the athlete and monitoring and modifying their training demands.

We realize that the stress map is not a panacea. Yet, it is an important tool that has been backed by years of scientific research and is at the disposable of all coaches. We really hope that episodes such as we have witnessed these days with the case of Simone Biles will not hit the headlines and most important reduce the suffering and agony of the top athletes, their families, and their fans.

Simone has won in these Olympic Games, and more importantly has made many athletes win, giving visibility and normality to psychological injuries just as it is done with physical injuries. If an athlete ruptures a ligament, he/she cannot continue competing; if an athlete has a severe episode of anxiety crisis (stress), he/she cannot continue competing. Where is the difference? Why don’t we treat it the same in our advanced intellectual society? At the end, we are trying to create a better society. Isn´t it the spirit of the Olympic games?

Unlike machines, humans do not simply follow algorithms that lead to perfect solutions. Coaches generally do a good job of teaching sport skills, but when athletes are called to execute the skills in which they have learned in competitive situations, they often fall under pressure – and end up choking as a result. Making things worse, most athletes go back to only practising the physical elements of a sport skill, and often disregard the importance of being able to control nerves and emotions (mental skills) the next time they feel pressure in a competitive situation.

The mind of the athlete is their most valuable tool and their most impactful asset in and out of the sport. And it is also the most susceptible to external influence. Athletes are more than their results. Michael Jordan always said that he was blessed to have a High-Performance Coach – Tim Grover. ”I consider my mental coach to be an essential part of my training program.” So, we make a call to coaches, family and friends of the athlete to engage collectively and support resilience and high performance of the athlete but apply judgements and use the latest psychological tools and resources to improve the mental assessment and bring the situation to endure resilience. And, if along the athlete journey, some psychological dumps surface, that’s not the end of the journey hence early detection can lead to intervention and prevention.

About the Authors

Simon L. Dolan

Simon L. Dolan is the president of the Global Future of Work Foundation and Honorary president of ZINQUO. He is a prolific writer and researcher, with over 77 books published (in multiple languages), over 150 articles in scientific journals, and over 600 conferences delivered throughout the world. He has been a professor at some of the leading business schools (ESADE, McGill, Boston – to name a few). He is a very solicited international speaker hence he speaks 7 languages. For more information visit his website: www.simondolan.com. Email: simon@globalfutureofwork.com

Sara Martinez Espejo

Sara Martinez Espejo is an experienced People Director and Executive Coach, with more than 10 years in Human Resources roles working in an international environment across Europe, Japan and LATAM in Multinational companies as well as Startups. She is a psychologist, certified coach trained at the Tavistock Institute in London, certified high performance coach trained at Elite High Performance Coach in Canada, and the Managing, Leading and Coaching by Values certification from ZINQUO (Barcelona). For more information visit his web site: www.elite-coaching.es. Email: hola@elite-coaching.es

References

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Human Uniqueness At The Dawn Of Intelligent Machines https://www.europeanbusinessreview.com/human-uniqueness-at-the-dawn-of-intelligent-machines/ https://www.europeanbusinessreview.com/human-uniqueness-at-the-dawn-of-intelligent-machines/#respond Wed, 21 Jul 2021 05:50:01 +0000 https://www.europeanbusinessreview.com/?p=121206 By Mario Raich, Simon L. Dolan, Dr. Dave Ulrich and Claudio Cisullo Every generation wants to improve on the previous generation; however, this generation risks breaking this tradition and becoming […]

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By Mario Raich, Simon L. Dolan, Dr. Dave Ulrich and Claudio Cisullo

Every generation wants to improve on the previous generation; however, this generation risks breaking this tradition and becoming a vexing terrible legacy to future generations!

The article offers a future narrative of what human uniqueness may mean in view of the fast and disruptive developments in Artificial Intelligence (AI), and seconded by the development of Cyber-Reality. In today’s times of upheaval, it is becoming paramount to take a serious and comprehensive look at the future and clearly decide what future we and the next generations will have.

The future suggests two threats/challenges humanity might face. The first group of challenges involve the so called “Danger Zone”, which includes themes recognized by many such as: degradation of the environment (climate change), social unrest (migration and diversity), the COVID-19 pandemic and future pandemics, and political violent conflicts (Raich and Dolan 2008).1 The second group of challenges can be clustered around the fast and often disruptive development of the AI technology.

The Danger Zone and AI technology are already reshaping our lives and will most likely have greater impact on the future of work. While the coronavirus pandemic will likely be managed in the next few years, crossing the danger zone may take until mid of the century, and we will need every help we can get. The AI technology can become part of the solution.

Nevertheless, a number of questions remain about the AI challenges: what will happen to the workforce?  How will people interface with this new technology? Will most jobs be replaced by automation? Will new jobs emerge? How will AI reinvent the economy, business, and work?

The human/AI technology collaboration is simple to describe but difficult to implement. It requires continual investment into both the development of AI-based technology, and the development and deployment of human uniqueness.

Many of these questions revolve around the role of individuals in the future. In this article, we offer a holistic view of the highly complex, dynamic, and ever transforming “human uniqueness”, by comparing it to the uniqueness of AI-based technology. We envision intelligent collaboration between human and machines, which will lead to the collaboration of Super-Minds and AI-based smart machines and systems in a Meta-Mind-Society in the foreseeable future (Raich et al, 2019).2

The human/AI technology collaboration is simple to describe but difficult to implement. It requires continual investment into both the development of AI-based technology, and the development and deployment of human uniqueness. This collaboration calls for a lifetime education so that smart machines can connect with ever smarter individuals by finding synergy between people and technology. Finding synergy between people and technology is a very relevant issue as digital (AI) smart machines are quickly evolving, and people need to catch up and evolve as well.

Prior to the development of our arguments, it is worth mentioning that we are looking at human uniqueness in comparison to smart machines and artificial intelligence, but we do not claim that each and every AI technology encompasses all unique characteristics. The purpose of this paper is to single out the differences between humans and machines. It is about what humans are able to do better and vice versa. This is not about a very distant future, because we cannot foresee today how far the development on both sides can go, but we can make predictions about a foreseeable future.

As of today, the machines are merely mimicking humans. In the future, they may be performing activities that humans cannot do. But we always need to be aware of the fact that this context in which machines operate is totally different from the human context. For example, machines can mimic facial expression or the human voice, but they do not experience any feelings like humans do. We should always bear in mind that human nature is unique and infinitely complex; YOU, the reader, are also unique, as you are made up of a biological and psychological configuration that not only distinguishes you from machines, but also makes you  different from another human beings.3

HUMAN UNIQUENESS

“Imagination is a core aspect of being human; it allows us to fully experience ourselves in relation to the world and to reality. Human imagination plays a key role in creativity and in innovation.4 Machines, albeit all the AI in the world, cannot do that.”

How about starting the discussion by posing some difficult questions?

1. If you could save a large number of people would you do that?

Even if you do not know them? Even if you will have no chance of meeting them? What about if they would live in the future, and you are not there anymore?

2. Are we responsible for future generations?

What about the hundreds of billions of human beings in the future? Is it ethical to destroy their chance to be born and live on this planet?

3. What if we were the last human generation to exist?

Have you ever thought about it? Just imagine all humans have lost the ability to procreate.

4. Will AI-based smart machines do the work and care for humans?

If this is the case, why bother at all? Why are we struggling to create more wealth? Will work become a privilege, not just a mere necessity?  If this would be the case, will life still have any meaning?

5. Is technology the solution to all big global issues?

Will technology be able to repair everything we have screwed up?

Will we have an abundance of goods and services to feed the world population and cater to their social and psychological needs? Will people have superhuman abilities and become eternal talents?

6. Do we, as humans, just need to follow the path of technological development?

Can or should we reject some types of technologies? If we just follow advances in technology why bother? Perhaps technotopia is awaiting us?

For sure, most humans have some sort of talent (the only question is what kind and for what); humans are more unique than they think. Many parts of the human body are unique. For instance:  ears, iris, toes etc. The way people walk, talk, the way they move and dance, and many other life specific functions like EEG, EKG etc. are unique as well.  And in terms of psychological traits, there is an entire field in psychology that focuses on individual trait differences.

Thus,  let us conclude that human beings are highly complex biological and psychological machines (i.e., living entities able to procreate and multiply).  Humans are also highly social beings; they have a highly developed level of consciousness and self-consciousness; they have introduced new existential levels of complexity, purpose and meaning, which give a sense to their lives and can explain what drives them to act and/or change. Free will, brought by consciousness, allows humans to imagine things which have not existed before. Humans have an innate ability to create and to destroy. Another innate ability, entrepreneurship, allows them to create new things. Humans are able to live, think, and act within extremely contradictory models, (e.g., from rational to irrational, from happy and joyful to sad depressive, highly emotional to abstract and logical, from genial to very limited, even stupid, etc.). Thanks to their creativity and entrepreneurship, they can be very innovative and constructive, but also highly destructive. They have a conscience, a mind with many different processes like thinking, decision making, differential levels of intelligence processes, etc. We can add the personality factor, the “Self”, the core characteristics which explains dreams, the entire array of senses, socialization, relationships, empathy, emotions, feelings, gut feelings, etc.

Taxonomy

Humans are able to undertake very noble actions like sacrifying their own existence for a cause they consider important and engaging in cruelty towards their own kin or another living creature. Humans are highly context driven, individualistic, even narcissistic, and empathic, and driven by the common good. Humans have highly complex abilities, but they can also be very precise and parsimonious. So far, the human brain is the most complex thing we have known. But human uniqueness is far more than just the brain. People have similar appearance, but also sufficiently distinct characteristics to be perceived as unique individuals. During their lifetime, they undergo a permanent change but are still keeping their unique physiologic and psychologic characteristics. They are conditioned by their genetic pool and by the context of their life but are also shaped by their life experiences.

Table 1: Some human specific characteristics and abilities

Humans are part of one or several communities and societies. They create the community and society and are shaped by them. Interaction with other people is an existentially important part of their life. Communication is an important and necessary element of their social life. The human brain allows humans to think critically and creatively in a way that does not need to be programmed.

We have still many unanswered questions.

  • What makes a human an individual?
  • What comprises the self?
  • How does personal identity persist for a lifetime?
  • What is consciousness and is there a
    “carrier” of individual identity?
  • What is the role of relationships?

SOME UNIQUE TRAITS AND CHARACTERISTICS OF HUMAN SOCIETY

We, as humans, have similar appearances but are all very unique in essence. If we are looking at collaborative intelligence, (i.e., close cooperation and co-creation of humans and smart systems and machines), we need to consider what each side brings to the party. For sure, the outcome will be greater than just the sum of both parts. Thus, we need to talk about this possibility rather than considering complementarity or replacement.

One of the key challenges (or perhaps a problem) for humans is not only about what we know and who we are, but worse—what we want to be.5 Human beings are highly complex, evolving, transforming, and dynamic entities. Human communities and societies are also highly complex systems. Complexity can be analyzed from an individual perspective but also from other aggregates surrounding the person like organization, community, or the larger society. Kathleen Wallace even claims that we are a network.6 The latter, add layers of complexity to the individuals.7

Human communities and societies are also highly complex systems. Complexity can be analyzed from an individual perspective but also from other aggregates surrounding the person like organization, community, or the larger society.

Bear in mind that we are still far away from having a comprehensive theory of life, and moreover, further away from a comprehensive theory of mental states, processes, and behaviors in humans. Therefore, it is not surprising that human uniqueness, partially shared by animals, is escaping an overall general exploration. Not only that we miss a clear accepted definition of consciousness, but we are plagued with proxy definitions and descriptions from different angles and disciplines. Life and consciousness seem to be somehow linked. It looks like there is a relation between the level of complexity of the brain, the nervous system, and consciousness, and intelligence/other mind processes.  Furthermore, and increasing number of studies point out that gut bacteria also play a role in explaining our complex decision making processes as another possible key player. We know that people and microbes live together in a symbiotic relationship. There are trillions of microbes in our gastrointestinal tract, around 90 per cent are bacteria. Researchers report that gut bacteria have a number of important functions such as breaking down food, manufacturing vitamins and training our immune system. An imbalance in gut bacteria has been linked to a number of health and behavioral problems including obesity, mood disorders, and altered immune response (Holmes & Rosewarne – “Gut bacteria: The inside story).8

Table 2: Some human specific characteristics and abilities

MORE ON INDIVIDUAL UNIQUENESS AND THE UNIQUENESS OF THE HUMAN SPECIES

Humans are complex biological and psychological entities. As Tattersall underlines “human come in infinite mental varieties”9  But the social level adds even more complexity to the human existence. Tattersall insists that on one side, humans need the ability to understand, predict, and manipulate the behavior of other members of their own species to survive from day to day. On the other, side insights into the motives are an essential ingredient of human social behavior.10 Bregman, in his exceptional essay “Humankind” points out that human beings are ultrasocial learning machines, born to learn, to bond, and to play.11 Most importantly, they have developed their ability to work together.12 Bregman argues in his book that people are hardwired to be kind, and deep down, they are decent.  The latter generate hope for the innate ability of people to deal constructively with the existential threats ahead of us. On top of everything, many human characteristics are contextual. People’s perceptions and worldview are often biased. Our beliefs, our worldview, our values and our feelings have an influence on what and how we perceive and understand our environment.

The latter generate hope for the innate ability of people to deal constructively with the existential threats ahead of us. On top of everything, many human characteristics are contextual.

Communities and the society, as mentioned earlier,  are also highly complex systems. Family represents our rudimental source of values and behavior, and the community may strengthen it. Behavior is the door to the inner world of other people. Behavior, communication, and experience are shaping our consciousness. Each person seems to be in a special privileged position” with regard to his own thoughts and feelings, a position than no one else could ever occupy.13

Individuals are nothing without other relevant people and human society. We need also to differentiate between human uniqueness on the individual level and the uniqueness of the human species. Individuals have unique relationships with other individuals. These relationships vary and can change over time. Individuals can also be members, at least temporarily, of several different societies. Society is mostly a semi-open system; it can range from serval hundred’s, or thousands of members to millions and much more. Language, culture, traditions, and religion are the most critical differences.

Jessica Flack, Professor and Director of the Santa Fe Institute, claims that in complex systems, the last thing that happened is almost never informative about what is coming next.14 Individual humans are deeply entangled in their communities and each one has his/her individual web of relationships. This web is dynamic, adapting to new situations and internal as well as external factors. This is largely also due to the fact that the social context is in permanent transformation.  Each individual brings their personal uniqueness to the web of relationships and its Metaverse, to the community, and to society. Communities and society have their unique features as well and are subject to intense dynamics and transformation.

Table 3: Uniqueness of human communities and societyBetween the uniqueness of individuals, we have the unique characteristic of other human aggregates such as two joint individuals, a team, a small or a large group, and finally the communities and the human societies.

We argue that at the center of human uniqueness is the ability to build relationships. This begins with the relationship with oneself, relationships to other relevant people within the community and society, relationships to smart machines and other artefacts. One can even refer to relationships to the whole Universe.  In sum, human relationships are unique; they are highly complex, dynamic and mutual. The most intensive are the ones from “me” to “we” (As explained in Fig. 2 below).

One could claim that human existence is all about relationships; unilateral and mutual. They allow us to have impact on our social environment and vice versa. We have relationships with the outside, with the outer world; we are at the same time part of it. We have relationships with other people, (i.e., our friends, partners, family, the community we live in) and at the same time, we are part of all of these. But we are also part of the entire human species. Finally, we have a sort of relationship with ourselves.

In comparison to other living species, the crucial differences between human and other species are not in what we’re made of, but in what we do. The context and the Zeitgeist are essential factors impacting our behaviors and actions.15 In comparison to the AI based smart machines, it is our “inner life” that distinguishes us. In the period of collaborative Intelligence, it is emotional intelligence, a human unique characteristic, that will be thriving.  The latter may never be reachable for the machines.

Social and emotional intelligence are a core part of human uniqueness and the foundation of human society and civilization. They are the mortar holding human communities and societies together. Daniel Goleman claims that based on the findings of neuroscience, we can say that we are wired to connect.16 Furthermore, he argues that we should consider general intelligence merely as a derivative of social intelligence. Mathew Lieberman devotes an entire essay to the question dealing with the issue “why brains are wired to connect.”17 Steve Taylor, author of the bestselling novel, The Fall18, makes the case that humans aren’t inherently selfish; they are actually hardwired to work together.19

Human Relationships are bridges between the inner and the outer context. Size and scope of ME, WE, THEY, are dynamic, flexible, and changing proportions. They are in permanent transformation. Each, in itself, is highly complex. In other words, their relationships are adding additional layers of complexity.

Humans thrive on empathy, emotions, imagination, creativity, and entrepreneurship, which is virtually absent in even the most advanced and powerful Cyber-Entities. We believe that even ‘hyper smart machines’ will not be able to have feelings and emotions, like love, hate, happiness, sadness, etc. They will never experience compassion, jealousy, or feeling sorrow and regret. They will not be inspired, enthusiastic or passionate; neither be optimistic or pessimistic. No doubt they will be able to mimic feelings and emotions, but not more than that. Neither will they have conscience and a sense of remorse. In one-word,  human emotions will remain human forever.

In this respect, animals are closer to humans than the intelligent machines. On the other hand, someday machines will be able to help increase people’s happiness, overcome depression, or deep pain.20 They might help us make better decisions.21  They might be able to increase cognitive powers and help sustain our creative fire, or entrepreneurial spirit.

The Complexity and layers of Human Relationships

Notwithstanding, it is important to bear in mind that today’s AI applications, including the fast-spreading business applications, are still in an emerging stage; they are based on simple AI moving into multiple factor AI, like the autonomous cars. As Daniel Faggella, the founder and CEO at Emerj clearly states, “AI is being hyped, and its potential in business is still for the most part experimental.”22 But nevertheless, we need to be aware of the fact that an AI powered Fourth Industrial Revolution will affect, complement, destroy, transform, and create millions of jobs worldwide.23

Figure 3: The metaverse and the multiple links between the inner and the outer worlds

Human Uniqueness in the Metaverse

Humans live and act in their Metaverse.24 The “Metaverse” today is composed of several very different worlds: the “Multiverse”, our universe; the “virtual world”, the fast-expanding world based on the digital representation of our universe; the universal consciousness, and the “fantasy world”, based on the fiction humanity has produced. It may encompass the “dream world” as well. 

The “spiritual world” is highly developed within all religions but is also an important part of individual consciousness. The virtual world may also contain a representation of the spiritual world and may develop its own spirituality in the future. People are citizens of many worlds! The concept that the Multiverse is still in evolution and the virtual world is at its infancy is worth noting.

Table 4: About multiverses and consciousness

HUMAN INTELLIGENCE AND ARTIFICIAL INTELLIGENCE25

Humans are in many ways a unique species, and a singularity of nature.

General Natural Intelligence

If we take the view that intelligence is the ability to cope in a meaningful way with different situations and issues, we have a basis to compare natural and artificial intelligence. This view also allows us to have a holistic view on natural intelligence and human intelligence in particular.

Intelligence seems to be a core characteristic of life and to be adapted to the development level of living entities. Consciousness seems to be the enabler of the different forms of intelligence: innate, subconscious, conscious, and higher consciousness. Humans seem so far to be unique creatures encompassing all four forms of consciousness. But we cannot exclude the existence of higher developed living beings, or even immaterial beings. We cannot exclude the existence of other forms of consciousness.

Table 5: General Natural Intelligence FrameworkHow can humans collaborate with smart machines?

Computers cannot think. But increasingly, they can do things that only humans could do before. It is now possible to automate tasks that require human perceptual skills, such as recognizing handwriting or identifying faces, and those that require cognitive skills, such as planning, reasoning from partial or uncertain information, and learning. Technologies able to perform tasks that are traditionally assumed to require human intelligence are known as “cognitive technologies”.26

Instead of focusing solely on “Artificial Intelligence”, we should start thinking about artificially enabled and performed purposeful actions. Remember that all of the so-called “smart” and “intelligent” machines are actually based on algorithms. Consequently, they are just mimicking human behavior aiming to get similar or the same outcomes as humans.

If we want to compare humans with AI based “Cyber-Entities”, we need to bear in mind a holistic view on both sides. We need to look at what is unique and what is common to both sides. There is an immense amount of biological, biochemical, and neurological processes necessary to create a living entity, and this is just a small part of being a human. “Life” as such, is still a conundrum.

And there are plenty of “non-material” elements of a human being. Today we can watch humans and smart machines creating collaborative intelligence. Each side brings its uniqueness into this partnership. In the future, this will be a given in a Meta-Mind-Society. Based on collaborative intelligence, we will have smart clusters, resp, meta-clusters. Human “Super-Minds” will be leading this collaboration.

Several questions can be raised:

  • Is consciousness only connected with life?
  • Can machines or programs ever be conscious,
    or even self-conscious?
  • Will they be able to become like humans? Does it make sense? Is it desirable?
  • Will we be able to “download” the human brain
    to a computer?

These kinds of questions might not be relevant today, because technology, which would enable it, is still in its infancy. Perhaps these are the wrong questions. All we know is that so far, the development of the so called “smart”, “responsible”, “intelligent” machines and Cyber-Entities are only “emulating” human behavior and certain human abilities. They perform certain human actions and behaviors in a similar way like humans, but the basis of their activities is very different. The use of the concept of “artificial intelligence” is misleading.

All we know is that so far, the development of the so called “smart”, “responsible”, “intelligent” machines and Cyber-Entities are only “emulating” human behavior and certain human abilities.

In fact, the real question that should be bothering us today is: “How far can and will Cyber-Entities replace humans, because they can do it better and more efficient than humans?” Actually, this is primarily an economic rather than an ethical question. Yet, another troublesome question that surfaces is: “What will be the Cyber-Entities’ unknown developed abilities?”

As of today, one of the big questions is, “How will we share the value created in collaboration with the smart machines?” One possible benefit is the fact that we may have a lot more free time from work.  Yet, this leads to another, even more critical question:  Which meaningful activities could be embedded into the new definition of work?

According to Richard Gall, an artificial neural network can process very specific data at an incredible scale, but is not able to process information in the rich and multidimensional manner a human brain can.27 AI is also still far away from learning common sense.

Roadmap of Artificial Intelligence (AI) & Cyber Reality (CR)

In some of our previous writing, we argue that we are at the beginning of the age of collaborative intelligence ever since humans and smart AI-based machines have started working together.  Collaborative Intelligence (CQ28) is a combination of Human Mind (HM) (individual & collective) and Artificial Intelligence (AI) in different forms and levels. It delivers the best results leveraging the most appropriate abilities of both sides. The collaboration of humans with smart machines and programs creates new solutions way beyond our imagination, leading to meaningful life-quality enhancing products, services, and experiences.29

Hereafter, we will attempt to synthesize and present an overview of the expected AI emulating capacity mimicking human intelligence and behavior. For now, it seems that we are only at the first steps; we have only “weak AI” and very simple CR. The necessary technological basis, like quantum computing and the computer interface: “brain to computer” and the other way around, are still in their infancy. Without a doubt, we are making progress. Maybe someday “fusion intelligence” and Cyber Entities with a high level of their own autonomy may become reality.

But so far, we are struggling to develop all the desired deployments of human activities on the level of weak AI. Although, we are already able to coordinate several single AI tasks, like those necessary for an autonomous car. We also know that many projects are underway on developing a “General Artificial Intelligence”, which will be able to emulate processes of other kinds of human intelligence, like social and emotional intelligence. The question arises: “Is it really necessary and useful?” In collaborative intelligence, humans can perform this part. So, maybe it makes more sense to work on further development and enhancement on the human side? A large part can probably be emulated. But without the inner feeling; it will still be only a proxy. Probably from this stage on, most of the AI deployments will be a joint, and the frontiers of integrating human and machine input. Therefore, for the time being, we should only use the term “collaborative intelligence”, or perhaps even “advanced collaborative intelligence”.

In the next stage, the Meta-Mind certainly cannot be reached without a close collaboration of humans; in particular, the “Super-Minds” and AI driven Smart Machines. And the stage of “Fusion-Mind” is actually still very speculative.

The most important insight is that the future is about humans and machines working together. Therefore, we need to focus on both the development of both Super minds, and Smart machines and systems. In the end, the question is not about if the machines will replace the humans, but how much they can enhance human experience and increase the quality of our life.

Table 6: Current and future development of Artificial IntelligenceFor the next leap to the Advanced Collaborative Intelligence, we need to create a new infrastructure based on new technologies. The new infrastructure will use technologies like quantum technologies, quantum entanglement, quantum computing, but also biological computing, direct connectivity, Brain-to-Brain, Brain-to-Machine, and Machine-to-Brain. A new Web will be based on quantum technologies with access to all smart things and devices. Smart 3D printing will be controlled by smart machines.

We may also see a society built on new paradigms, the “Meta-Mind-Society”, with a New Economy and New Business Models. Most industries will be highly automated. All this requires a completely new education with many human intelligence processes and unique human features enhanced as well. Furthermore, in the context of an “Advanced Virtual Reality”, seamless VR will come into being along with our-reality and will be encompassing the Metaverse.

As of today, we can see as dystopia the upcoming “Strong Lords” using and abusing the development of humans and AI to get countries and regions under control, with the aim of global control. There is a great worry of a situation getting out of control  due to programming errors, and malevolent programming of AI based programs. Eventually, another dystopia would be AI based programs becoming completely autonomous and self-directed in conflict with human interests. Obviously, one cannot exclude additional development direction, which will emerge in the future, but we really need to undertake visionary simulations prior to development now.

For example, we cannot exclude that in the far future, AI might become truly intelligent and be able to operate without context. As of today, the keywords describing the AI deployments are “emulated similarity!”

The idea of “Smart Machines” equipped with an artificial intelligence higher than the human biological intelligence is quite popular with technophiles and technophobes. This point in time is named the “Singularity”, because from there, the AI is supposed to develop on its own and its development is expected to surpass the human intelligence by millions or even billions of times.

But they are forgetting that human intelligence is a tricky and debated concept. For the purpose of this paper, we are using a simplified definition. We consider “intelligence” as a process, including the use of available resources, leading to a purposeful action creating specific results. This action can be provided by humans, animals, or machines.

The Ω-Mind is where people with enhanced minds and talents are collaborating and co-creating jointly with machine intelligence and are shaping and designing the world for the betterment of humanity. 

Figure 4: Expected development of intelligence available for humans (proxy)In respect to the “Human Uniqueness”, we have to bear in mind that we are far away from encompassing a theory of life, and even further away from an encompassing theory pertaining to the human mind. We employ both terms quite often, but the meaning and definitions are far from being clear; actually, we use plenty of different proxies steaming from different angles. Maybe this is an indication of a false approach? Anyway, life and consciousness seem to be tightly linked. Is it life that brings consciousness to the world, or is it the other way around?

In respect to the “Human Uniqueness”, we have to bear in mind that we are far away from encompassing a theory of life, and even further away from an encompassing theory pertaining to the human mind.

Comparing Artificial Intelligence directly with Human Intelligence is a big mistake because on the human side, we have a whole array of intelligence processes and on the AI side, we just have selected activities performed by AI based “Smart Machines”.

We argue that the fully-fledged human intelligence is encompassing all available and accessible resources we can get. So, potentially all AI deployment is encompassing all available resources as well, as much as they are relevant to the specific case. In this sense, the cyber savvy people have a far stronger intelligence at their disposal. This also means that the concept of the Singularity may be wrong or at least misleading.30

Nevertheless, let’s move now to focus on what is actually unique on the side of AI and AI deployment, and let’s define the future agenda by speculating on the consequences of these unique features.

So far, AI leverages many of the computer features: faster speed, higher efficiency, better and faster access and distribution, and easier and faster scaling, which leads to cheaper products, services, and solutions. 

Supercomputers can analyze problems and reach solutions faster than humans, but the user has to tell them what to do. AI-based systems can not only increase efficiency, but can do it as long as it is required without signs of fatigue or losing accuracy.

The work of AI is already sometimes so complex it is impossible to understand why and how they arrive at conclusions. Researchers are working on AI programs that improve generation after generation without human input. Someday, these kinds of machines may discover new approaches to AI and develop novel machine learning that even researchers could not find.31 We have to be wary of AI created with bad intentions and those based on wrong assumptions or going bad for any reason.

We tend to agree with the statement made by Ramón López de Mántaras, “The human brain is very far removed indeed from AI models, which suggests that so-called singularity—artificial superintelligences based on replicas of the brain that far surpass human intelligence—are a prediction with very little scientific merit.”32 If we consider that human uniqueness, and that the complexity of behavior of a human being goes way beyond the brain, this statement becomes even more paramount. 

Figure 5: The multiple impacts of human uniqueness on society, politics, economy, business, and work

DON´T WORRY- LET´S TOAST TO HUMAN YOU-NIQUENESS: CONCLUDING REMARKS

Human individuum is a complex life entity with a large number of abilities, skills, expertise and talents—sometimes unique talents. It has personality in the making, with consciousness and self-consciousness. It has a limited duration as a dual entity consisting of biological, physiological, and psychic and mental processes.

Any individuum needs an adequate education to become a valuable part of society. Everybody is aging and eventually maturing. All human individuals are part of at least one community with different relationships to other people. They are all performing permanently different activities to exist. In this sense, existence is a permanent set of many processes keeping people alive. Most processes are independent from conscious control, they are automated; some are driven by people’s minds, others by emotions and feelings.

Humans are unique individuals with unique abilities and talents. They are members of families, communities, and society; they act as citizens, as consumers, and work within organizations, businesses, and workforces, or on their own. Individuals are creating and shaping the society they are part of, and they are shaped and formed by this society. It is mutual interdependence. Society does not exist without its human members, and they need society to survive. Society and all social organizations consist of a myriad of unique individuals. Most of them are performing roles requiring only a small part of their abilities and talents. They are forced to take these roles by mostly uncontrolled circumstance or wrong self-assessment, making themselves and the organizations they work for unhappy.

The more the collaborative intelligence will dominate human activities, the more it will be important to develop and deploy human uniqueness. Which means, it is important to find out where the smart machines and programs will be better, where humans are better, and in particular, where they are better working together.

Some people will be excellent in their role and may become Super minds. Some will want to work for the common good any may become members of the Meta-Mind-Academy. Human uniqueness and Collaborative Intelligence will lead to a Meta-Mind-Society.

Society does not exist without its human members, and they need society to survive. Society and all social organizations consist of a myriad of unique individuals.

Society, culture, and governance have a big impact on the direction of the development and deployment of individuals. The biggest role will be that of education. People can always be exposed to the arbitrariness of state-run organizations. Even in the most liberal and democratic countries, the free development of individuals depends very much on the quality of the people in power. Do they use it for the common good or for personal advantage? Are the responsible leaders respecting the citizens? Do they abuse their power for personal enrichment? Do they respect the laws and rules? Despotism is primarily a personal characteristic, independent of the function and form of government.  History has shown that too much power and its extended duration tend to corrupt most of people. Personal integrity and a sense of social responsibility are decisive factors. This is true not just for people leading governments, but also for any kind of organization.

Economy and business will increasingly focus on Collaborative Intelligence. This means the role of the individual will be changing, and the role of human uniqueness will be growing fast. Maybe for the first time in human history, work will be shifting form necessity to privilege. Collaborative intelligence will at least allow us to reduce the time we have to work. This will lead to more time for leisure, but also for self-development and self-actualization. This presupposes a different model of value sharing. People will have to get a fair part of the value generated through collaborative intelligence and artificial intelligence.

Lifetime education, including self-development and self-actualization will be considered as part of work. On the other side, work will be considered as an important element of individual development and self-actualization, supporting one’s life quest and fulfillment. Anyway, work is an important and meaningful activity in human life.

The entire process of hiring, developing, and deploying talents will most likely change. It may well become much more focused on access to the right talents for the right purpose than employment. Super minds will become informal but powerful, often just temporary, leaders.

Corporate and post formal education will be much more focused on human uniqueness.

Curiosity and the joy of creation are the two principal drivers of education. Education is a core element of the context; at the same time, it is a key context driver. It is a shaper of culture, civilization, and society, and has a key impact on quality of life. But education is a key factor in shaping and transforming our uniqueness as well. In particular within the “We” and “They” area. 

About the Authors

Mario Raich

Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com) and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition, he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business, and work.

Simon L. Dolan

Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). He held the Future of Work Chair at ESADE Business School in Barcelona, and before that taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 75 books on themes connected with managing people, culture reengineering, values, psychological health, and coaching. His full c.v. can be seen at: www.simondolan.com. He is currently the president of the “Global Future of Work Foundation”, a not for the profit ”Think Tank” enterprise.

Dr. Dave Ulrich

Dr. Dave Ulrich is the Rensis Likert Professor, Ross School of Business, University of Michigan, and Partner at the RBL Group (http://www.rbl.net). He has written over 30 books and 200 articles on talent, leadership, organisation and human resources. In his writings and consulting he has shaped the HR profession, defined organizations as capabilities, and shown the impact of leadership on customers and investors.

Claudio Cisullo

Claudio Cisullo is a Swiss-based serial entrepreneur and investor. He is the founder and Chairman of CC Trust, a family office invested across the biotech, leisure, pharmaceuticals, professional services, real estate and technology sectors. Among his most recent investment is Chain IQ Group, a globally active provider of procurement services.

References

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Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World https://www.europeanbusinessreview.com/using-the-triaxial-model-of-values-to-build-resilience-in-a-covid-19-vuca-world/ https://www.europeanbusinessreview.com/using-the-triaxial-model-of-values-to-build-resilience-in-a-covid-19-vuca-world/#respond Sat, 16 Jan 2021 16:04:45 +0000 https://www.europeanbusinessreview.com/?p=106957 By Anat Garti and Simon L. Dolan The coronavirus (COVID-19) pandemic began at the end of 2019 in China and quickly spread globally. Millions of people around the world are […]

The post Using the Triaxial Model of Values to Build Resilience in a COVID-19 VUCA World appeared first on The European Business Review.

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By Anat Garti and Simon L. Dolan

The coronavirus (COVID-19) pandemic began at the end of 2019 in China and quickly spread globally. Millions of people around the world are infected and hundreds of thousands have died. The COVID-19 plague has brought uncertainty over the future and an understanding that the pandemic is far from over. Economic conditions are in great volatility. The complexity and ambiguity of the plague and its implications challenge the health systems in many countries and also result in a political quagmire. In short, the COVID-19 plague is an intense example of the VUCA world.

VUCA is an acronym that describes an environment of volatility, uncertainty, complexity and ambiguity1. Volatility means relatively unstable change; uncertainty implies a lack of knowledge as to whether an event will have meaningful ramifications; complexity suggests many interconnected parts forming an elaborate network of information and procedures; and ambiguity is the lack of knowledge as to “the basic rules of the game” (Bennett and Lemoine, 2014). 

Since the late eighties and early nineties, pundits and leaders alike have asserted that we live in a “VUCA world”.  A VUCA environment is challenging even the most able of business leaders, who may find their skills growing obsolete as quickly as their organisations change in this volatile, unpredictable landscape (Lawrence, 2013). At this time in history, assuming that we are learning from the past, we should have been ready for this world of uncertainty, and ready for the challenges that COIVD-19 presents. Unfortunately, we are not quite there.

A VUCA environment is challenging even the most able of business leaders, who may find their skills growing obsolete as quickly as their organisations change in this volatile, unpredictable landscape

Understandably, medical professionals and public health specialists are focused on taking care of individuals who are very sick, while containing the coronavirus’s spread in the general population (Sher, 2020). Less attention is given to managing the VUCA economics and psychological consequences of the COVID-19 crisis. This article uses the framework  advocated  by Dolan et al. of the “Managing by Values” (MBV) model and, more specifically, its triaxial model (Dolan, Garcia and Richley, 2006) to design a way to build resilience in the VUCA world in general, and the COVID-19 era in particular – resilience that facilitates reducing those related economic and psychological consequences.

Garcia and Dolan (1997) and Dolan and colleagues (2006) developed the “Managing by Values” (MBV)  model to help organisations handle this VUCA world by developing a value-based configurational compass. In their book, they describe the evolution of the school of thought in management due to the increasing complexity in the environments that organisations operate in. Figure 1 summarises this evolution that started with MBI (Managing by Instructions) to MBO (Managing by Objectives) and finally to MBV (Managing by Values). The evolution is driven by the need to manage environmental and intra-organisational complexities (Dolan, Garcia and Auerbach, 2003; Dolan and Richley, 2006).

In the early 20th century, Management by Instruction (MBI) was an appropriate and adequate way to run an organisation. Change happened at a slower pace and therefore the way things were done in the past worked well enough to pass on to others. By the 1960s, change was accelerating to the point where more flexibility of action was required by managers. Thus, the introduction of Management by Objectives (MBO) enabled managers to agree on a direction and to choose their own strategy. As changes in the environment began to intensify (e.g., global competition, impact of technology, global economic crisis, etc.), MBO proved to be an insufficient strategy for managing in an interconnected and fast-paced VUCA world. Managing by Values (MBV) aims to help us create a set of values that directs us towards being productive, ethical and, all in all, satisfied human beings, as described in Dolan, Garcia and Richley (2006) or Dolan (2011, 2019 and 2020). The model argues that a full, balanced and healthy life needs to include three groups of values: the economic pragmatic group, the ethical-social group and the emotional-developmental group;  this is the essence of the 3Es Triaxial Model of Values. We will use these three groups of values to develop the concept of resilience.

Managing by Values (MBV) aims to help us create a set of values that directs us towards being productive, ethical and, all in all, satisfied human beings.

Resilience was originally introduced by Holling (1973); he stated: “Resilience determines the persistence of relationships within a system and is a measure of the ability of these systems to absorb changes of state variables, driving variables, and parameters, and still persist” (p 17).  Brand and Jax (2007) review the variety of definitions proposed for “resilience” and concluded that there are two distinct meanings of resilience. In the first, resilience is defined as the time required for a system to return to an equilibrium point following a disturbance event. The second defines resilience as the amount of disturbance that a system can absorb before changing to another stable regime, which is controlled by a different set of variables and characterised by a different structure. In this article, we refer to the second definition, in the sense that resilience incorporates the capacity of social-ecological systems to cope with, adapt to, and shape change, and learn to live with uncertainty and surprise (Folke 2003, 2006). Managing by value with the three groups of the 3Es Triaxial Model encourages developing values which will help build the capacity to cope with, adapt to, and shape change, and learn to live with this COVID-19 VUCA era.

The economic pragmatic group deals with values that direct behaviour in an effective manner which is instrumental to achieving our goals in life or at work. This group includes values such as excellence, planning, diligence, efficiency, etc. Developing resilience means having transformability as an economic-pragmatic value. Walker and colleagues (2004) and Folke and colleagues (2010) emphasise the importance of transformability for building resilience. They argue that transformability is the capacity to create a fundamentally new system when ecological, economic or social (including political) conditions make the existing system untenable. This value should be the answer to our need for control and certainty. Instead of trying and failing, controlling and predicting the COVID-19 VUCA life, which may lead to desperation and the  development of “learned helplessness”, we should embrace the volatility, uncertainty, complexity and ambiguity of the situation, be creative and derive a new system. Instead of waiting for our life to “return to normal”, we have to transform our way of thinking and see the VUCA world as the next normal.

We argue that “creativity” is an important component of the emotional-developmental axis. In this VUCA situation, people often do not consider this value group seriously. They are so busy in the struggle merely to survive that they block the constructive emotional development.  The underlying values in this axis are oriented towards  constructing  a life filled with interest, with passion and with creativity, despite the fact that this last is difficult to define. Creativity in the VUCA world can be viewed as a new sense of coping, adapting and solving novel problems.  In this environment, creativity needs to be viewed out of the box; hence, it needs to surpass  inhibitions, overcome the traditional way of the past of relying on experience, and break away from habitual assumptions and routines. The clear indicator of the need for creative solutions is apparent in the ongoing experience with the continuing waves of COVID-19 infections. Having succeeded in the first wave is not a guarantee that the same remedies will work again in the second wave. Actually, the facts show that many countries are failing in generating this creative solution in the next round, and the pandemic is becoming worse. That may be the reason that children are more creative than adults (Runco, 2014); they transform our way of thinking and see the VUCA world as the new normal, and are not bound in their imagination to the previous “normal” life.

The COVID-19 challenge, for most individuals, organisations and nations, can be reduced to tackling the issue of survival. Thus, another emotional-developmental value that is required precisely in this period is vitality. Vitality is one’s conscious experience of possessing energy, enthusiasm, spirit and aliveness (Ryan and Frederick, 1997). Vitality will bring resilience, since vitality is our psychological survival ally. By vitality, we intend to create the small pleasures on a daily basis and capture the corresponding fulfilling experiences. Vitality can be instrumental and enhance resilience only when it breaks away  from yesterday’s world (which no longer exists) and tackles the new VUCA world positively, yet realistically.

The third axis in the 3Es Triaxial Model is the ethical-social group of values. This group deals with relationships, values that direct behaviour of thoughtfulness, influence, loyalty, tolerance, etc. Developing resilience during the COVID-19 VUCA era means having engagement as one of the top ethical-social values. The COVID-19 VUCA era generates an extreme amount of ongoing stress. According to Dolan’s model of acute or prolonged (chronic) stress (Dolan, 2006), there are factors that can either filter or amplify the stress reaction.  Stress means “wear and tear” to the body (physically) or the soul (emotionally).  Any strategy addressed to minimise the wear and tear can enhance resilience. One main factor in this regard is the critical need for  support systems. Research shows that effective support systems can play an important positive role, leading to fewer signs and symptoms of stress (Dolan et al., 1992; Dolan and Renaud, 1992). Since COVID-19 requires us to implement social distance, developing and maintaining our support systems is an essential value. There are attempts to replace social support virtually, which seems to be effective to some degree, but not for everyone.

Values are an abstract concept. To build economic and psychological resilience to COVID-19, we have to translate these abstract concepts into concrete behaviours. For this translation process, we will use Garti’s “behave your values” model (Garti and Dolan, 2019). The model borrows from the evolution of management by instruction (MBI) to management by objectives (MBO) and then to the present concept of managing by values (MBV). For translating values into behaviour, the model proceeds in the opposite direction, dismantling the abstract value identified in the (MBV) phase, into concrete objectives (MBO) and finally into one or several contingent context specific behaviours (MBI).

It is important to note that the objectives must be understood in light of the values and not as stand-alone, otherwise we return to MBO of the sixties. The objectives interpret the spirit of value. They are flexible and come to serve the value. They are the means, and value is the goal. The instructions that follow are examples of ways in which the objectives that translate the essence of the value can be implemented. They should not be seen as instructions, as in MBI.

Table 1 displays the way we recommend dismantling the values noted to objectives and examples for some specific behaviours.

table-1-triaxial

In summary, the resilience value system is recommend for living in the COVID-19 era.  To be more specific, we propose to use the Values Pie chart (Garti and Dolan, 2019). The Values Pie integrates the 3Es Triaxial Model and the “behave your values” model, as has been described above, and creates a clearer picture for the way one wants to build resilience. The Values Pie has four ingredients. (1) The correct portion of each axis in the value system. Remember that in the Triaxial Model, the pie has to contain all three axes divided in any way that suits the system. (2) Each slice of the pie contains the values of that axis.  (3) The size of the font of each value expresses the importance of the value for the Values Pie owner. A value that is expressed in a small font represents a relative less important value compared to a value that is expressed in a bigger font. (4) Each value has its objectives (MBO). Given that the Values Pie portrays a holistic view of the axes distribution, the values that are in each axis show their importance and their objectives. The Resilience Values Pie recommended for living in the COVID-19 era is displayed in figure 2.

figure-2-triaxialConclusions and implications

Today’s world is best described by the concept of VUCA (volatility, uncertainty, complexity, ambiguity). The coronavirus pandemic has created unprecedented disruption and stress at the personal level as well as for organisations and their workforces. Entire countries are affected by it as well.  Only with time will we learn and understand the real devastation that has happened (and is still growing strongly).

There are numerous articles, papers, books and even TV documentaries on the suffering, the stress and the devastation. A recent McKinsey report says that COVID-19  is “first and foremost a human tragedy, affecting hundreds of thousands of people”. Furthermore, at the macro level, “it is upending entire industries”  (McKinsey, 2020b). At the very personal level, it is affecting people’s physical and mental health, as well as their livelihoods. Meanwhile, there are no definite answers about how long the disruption will last, when the outbreak might weaken and when it will come back.

Against this gloomy background, we are attempting to propose a focus on positivity by creating hope.  We have chosen to focus on the concept of resilience.  Resilience can apply to individuals, to teams, organisations or an entire community. Building a resilient workforce in an organisation, for example, is one of the best defences against adversity, helplessness and even numbness in a VUCA world.

Resilient organisations are those that can successfully bounce back and grow from adverse experiences. Resilient people do the same.  Thus, business leaders over the past twenty years have adopted the US Army War College’s concept of VUCA as a way to describe the massive change and disruptions that have continually rocked organisations, markets and governments around the world. VUCA has become the new normal, especially in light of COVID-19, and leaders have realised that there is little we can do to change these kinds of external factors; we can only prepare and respond by strengthening the internal factors.   

The understanding of the configurations of the values on which this paper focuses can lead to the emergence of a targeted, resilience-based behaviour.  In the paper, we move from the abstract theory of resilience to the concrete way of illustrating the value-driven compass.  By adopting the behaviours and strategies of these highly resilient people,  we can create  an entire workforce that will become better equipped to face adversity with a positive outlook, recover quickly and contribute in innovative and creative ways to driving value, even in such volatile times.

About the Authors

Dr Anat GartiDr Anat Garti is a social psychologist, couple and family therapist, management consultant and coach. She is the chief psychologist of the “Israel Values Center”: www.values-center.co.il . Contact anatgarti@gmail.com

Prof. Simon L. DolanProf. Simon L. Dolan is a researcher, author, management consultant and very solicited speaker. A prolific author (over 75 books), the creator of the Leading, Managing and Coaching by Values school of thought. Recently he has created and serves as the president of the Global Future of Work Foundation. He commutes between Barcelona (Spain) and Montreal (Canada) and delivers speeches in four languages throughout the world via his “Thinking Heads” agency (www.thinkingheads.com ).  To learn more about him: www.simondolan.com.  Contact:  info@simondolan.com    

References

  • The acronym VUCA, according to many sources, originated in the US military (Whiteman, 1998).
  • https://www.un.org/sites/un2.un.org/files/2020-06_-_unin_quarterly_innovation_update_-_second_covid-19_special_edition.pdf
  • Bennett, N., and Lemoine, G.J. (2014). What a difference a word makes: Understanding threats to performance in a VUCA world. Business Horizons, 57(3), 311-317.
  • Brand, F.S., and Jax, K. (2007). Focusing the meaning (s) of resilience: resilience as a descriptive concept and a boundary object. Ecology and society, 12(1).
  • Dolan, S.L. (2006). Stress, self-esteem, health and work. Palgrave-MacMillan.
  • Dolan, S.L., (2011). Coaching by Values: A Guide to Success in the Life of Business and the Business of Life. iUniverse. Bloomington, IND.
  • Dolan, S.L., (2019). Más coaching por valores. Madrid, LID editorial.
  • Dolan, S.L., (2020). The secret of Coaching and Leading by Values: How to ensure alignment and proper realignment. Routledge.
  • Dolan S., Garcia S., and Auerbach, A., (2003). Understanding and Managing Chaos in Organizations, International Journal of Management; Mar 2003; (20), 1; 23-30.
  • Dolan S., Garcia S., and Richley, B. (2006). Managing by values: A Guide to Living, Being Alive, and Making a Living in the XXI Century. Palgrave MacMillan, London (U.K).
  • Dolan, S.L., and Renauld S., (1992). Individual, organizational and social determinants of managerial burnout: A multivariate approach. Journal of social behavior and personality (7) :95-110.
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  • Folke, C., Carpenter, S.R., Walker, B., Scheffer, M., Chapin, T., and Rockström, J. (2010). Resilience thinking: integrating resilience, adaptability and transformability. Ecology and society, 15(4).
  • Garcia S., and Dolan S.L. (1997). La dirección por Valores . Madrid. McGraw Hill
  • Garti, A., and Dolan, S.L. (2019). “Managing by Values” (MBV). The European Business Review.
  • Holling, C.S. (1973). Resilience and stability of ecological systems. Annual review of ecology and systematics, 4(1), 1-23.
  • Lawrence, K. (2013). Developing leaders in a VUCA environment. UNC Executive Development, 1-15.
  • McKinsey (2020a). Agile resilience in the UK: Lessons from COVID-19 for the ‘next normal’. October 14. https://www.mckinsey.com/business-functions/organization/our-insights/agile-resilience-in-the-uk-lessons-from-covid-19-for-the-next-normal
  • McKinsey (2020b). COVID-19: Implications for business – Executive briefing. October 7. https://www.mckinsey.com/business-functions/risk/our-insights/covid-19-implications-for-business
  • Runco, M.A. (2014). Creativity: Theories and themes: Research, development, and practice. Elsevier.
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Raising The Ethical Bar: Ethical Audits and Positive Culture Transformation https://www.europeanbusinessreview.com/raising-the-ethical-bar-ethical-audits-and-positive-culture-transformation/ https://www.europeanbusinessreview.com/raising-the-ethical-bar-ethical-audits-and-positive-culture-transformation/#respond Mon, 11 Jan 2021 13:39:15 +0000 https://www.europeanbusinessreview.com/?p=107169 By Simon Dolan, Steven Hawkins, Chad Albrecht and Bonnie Richley While most organizations have a code of conduct (or a code of ethics), many employees don’t care about, nor even […]

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By Simon Dolan, Steven Hawkins, Chad Albrecht and Bonnie Richley

While most organizations have a code of conduct (or a code of ethics), many employees don’t care about, nor even recognize, their own company’s code of ethics.  As pointed out by Liran and Dolan (2016)1, “There is a growing discrepancy between the values stated on the wall and values in action.” In the “Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse”, the Association of Certified Fraud Examiners estimates that organizations lose approximately 5% of their revenue or $4.5 trillion globally to occupational fraud and abuse each year2. Furthermore, the European Anti-Fraud Office (OLAF) reports fraud of roughly €485 million to the EU budget in 2019 alone3. Clearly, there is a lack of ethics in both the private sector and in government. Research suggests that unethical behavior is not unique to a time or place and that unethical acts happen in organizations of all types and across all industries.

The Yale Center for Emotional Intelligence, in collaboration with the Faas Foundation, conducted a national survey of more than 14,500 employees across industries to better understand how Americans experience work. The sample represented the U.S. economy in its distribution of industries, sectors, and demographic diversity. While the majority of workers stated that they never, or almost never, experienced pressures from management (or direct supervisors) to act unethically, 11% sometimes experienced this pressure and 12% experienced this pressure often. In other words, 23%, or nearly one in four people, feel pressure to do things they know are wrong.  In the research, the authors suggested that we need to find ways to alleviate the pressure to act unethically and prevent the fear of speaking up4.   While there are many reasons that employees engage in unethical behavior, one reason is that employees want to find ways to benefit their organization.  In the process, they often face a conflict between the desire to maximize self-interest and the desire to act ethically. Other reasons for engaging in unethical behavior may include: (1) Influence of supervisors and/or peers, (2) Actions consistent with Social Exchange Theory where employees feel underpaid and thus allow themselves to settle their lack of rewards by cheating and bypassing the organization’s ethical codes, (3) Productivity crisis and the perceived urgent need to do whatever it takes to contribute to the firm’s success.

Under which circumstances, are unethical acts most likely to occur?

While it is difficult to single out a specific industry where unethical acts are most likely to occur, research on ethics allows us to make some predictions. For example, companies with unrealistic revenue goals are more likely to pressure employees to cut corners to achieve short-term results.  Such has been the case in social media, financial, retail, and multiple other industries, leading to frequent security and privacy violations.  Furthermore, the desire to grow and control costs has consistently resulted in underfunding IT functions eliminating appropriate cybersecurity and customer data privacy policies and procedures. In some cases, governmental regulations have even been ignored to achieve business objectives. In the case of Volkswagen, for example, unrealistic market share goals trumped engineering integrity. As a result, under-resourced and difficult-to-achieve objectives led Volkswagen managers and engineers to commit fraud on a global scale for years.

Companies with unrealistic revenue goals are more likely to pressure employees to cut corners to achieve short-term results.

In the high tech industry, the market changes so quickly that there are additional pressures to behave unethically. For example, the speed with which artificial intelligence, autonomous vehicles, virtual reality, the internet of things, big data, and many other futuristic products are developed creates a vulnerability for many companies.  This is further compounded by additional ethical issues such as artificial intelligence and other major technologies that could potentially impact society. Often, the need to beat the competition seems to override the responsibility to examine the ethical dilemmas they create leaving collateral damage.  Such is the case with the immense speed and pressure to develop a vaccine for the COVID-19 pandemic. Due to a perceived lack of sufficient testing, and ignoring of internal controls on a scale rarely seen before, experts fear that a significant proportion of the population will be hesitant to get vaccinated when the first vaccines become available.  In the eyes of many consumers, high tech equals high risk.  And, if left unchecked, ethics will continue to be thought of as irrelevant creating significant consequences for both individuals, organizations, and societies.

Unethical acts are also more likely to occur in organizational units located in remote locations and with individuals who spend more time with people external to the organization, such as customers, vendors, contractors, and others in conflict of interest situations.   “Out of sight” can often mean “out of control” when it comes to employee ethical behavior. Those who spend most of their time with individuals external to an organization may align loyalty and values elsewhere. They are frequently vulnerable to kickbacks, bribery, misappropriation of funds, and other ethical problems. This type of problem has recently shaken the royal family in Spain, where the King Emeritus received (while he was still the King), a bribery of about 75,000,000€ as gratitude for having Spanish companies build the high-speed train system in Saudi Arabia. This along with other ethical scandals, forced the King to abdicate his position as king and pass the honor on to his son.  The full story and the ramifications of this scandal are still unfolding. 

Code of ethics conceptUnethical behavior is more likely when individuals or organizations rely on the law to define what is and is not ethical. We argue that the law is not sufficient and hence cannot cover every possible ethical dilemma.  As a result, values become increasingly important. Shared values represent the cultural DNA of the firm.  These core values should be posted publicly (on the web site and other documents of the firm) and be followed meticulously by all employees and stakeholders5. Failing to do so, may lead employees and others to act unethically.

Hopefully, most people would agree that the above behaviors are unethical even though they may not be illegal. A major contributor to the infamous Enron fraud was the fact that many of their “accounting games” did not violate any laws or specific accounting regulations but were still considered unethical. 

What mechanisms are in place to promote or increase ethics?

Most organizations have a code of ethics or conduct that employees are trained on and expected to follow. Most companies also have various processes and hiring practices to filter out bad actors applying for positions. But in many instances, however, long-term employees are often the perpetrators of fraud. One bank, for example, found that the biggest percentages of fraud perpetrators were those that had been with the organization between 15-20 years, had worked themselves into positions of trust, and who had financial pressures in their lives.

Auditing is another mechanism that should promote and increase ethics. Auditing is a necessary process for the long-term health of any organization, whether large or small. Audit and quality control is used once the project is complete to ensure that no issues are present. Both practices are often supported by an internal audit framework to ensure the compliance of quality standards, for more on this visit: https://www.etq.com/audit-management/. Larger firms often employ their own internal auditing departments, while smaller firms often employ third-party auditing or shared services. Public companies are also required to have external audits of their financial statements.  The auditing process is currently required to assess and correct the financial statements of an organization according to accounting standards and good internal control processes. While some firms will undergo operational audits to improve efficiency, they are typically not required. The only type of auditing required by law are financial statement audits and the related audit of internal controls over financial reporting for publicly traded companies. The primary focus on auditing is to detect errors in an organization’s financial statements or deficiencies in the organization’s internal controls over the financial reporting process. Detection can be one of the most important steps within the fraud prevention process, as most fraud schemes are not discovered for many months.

What mechanisms should be in place to promote or increase ethics?

The ACFE divides occupational fraud into three broad categories: (1) Asset Misappropriation – stealing or misusing an organization’s resources (86% of cases); (2) Financial Statement Fraud – intentionally misstating or omitting material information in an organization’s financial statements (10% of cases) of cases; and (3) Corruption – bribery, conflicts of interest, extortion etc. (4% of cases)6. External audits usually focus on only one type of fraud – financial statement fraud, leaving the majority of cases not subject to required audits.  Asset misappropriation and corruption should also be included in the scope of combined audits or addressed with separate audits. Both asset misappropriation and corruption can significantly damage the financial health of an organization and often leave an audit trail that can be followed7.

In the wake of continuing major scandals within large corporations, calls from the public for corporate leadership to be held accountable are ever increasing.

In addition to financial performance, another category of performance indicators that could be used to assess companies business practices would be an ethics audit.  Ethical business practices are more relevant than ever before in the business world. In the wake of continuing major scandals within large corporations, calls from the public for corporate leadership to be held accountable are ever increasing. Some companies have heard public opinion and are increasingly trying to conduct their business in an ethical manner. Ethical considerations also permeate the work of auditors, who often have to resolve ethical dilemmas that arise during the auditing process8. Given their experience and knowledge of company operations, financial statement auditors may be well positioned to also perform ethics audits as well.

Although organizational-led efforts to become more ethical are notable, no formal standards exist to determine what it means to be ethical. This paper calls for the establishment of formal standards of ethical business practices. Although the meaning of what is ethical may be subjective, objective standards for ethical principles based on situations could be developed during the ethics audit process. If a situation-based approach is used in addition to the establishment of principles, then the ethical audit would be built from a solid foundation. The standards should produce quantifiable and measurable results that will allow larger scale ethical issues to be measured and improved. If governments and other regulators care about ethics as much as financial performance, an “ethics audit” should be required by regulators. If an ethics audit is not required but organizations sincerely care about ethics, they should voluntarily undergo regular ethics audits and report the results of those ethics audits to stakeholders.

In addition to ethical standards, ethics auditing procedures and tools should be developed to assist companies and auditors in performing internal or external ethics audits. Albrecht et al (2017) suggests that the iconic fraud triangle could be applied more broadly to other types of ethical compromises, not just financial fraud. If this is the case, then the framework of the fraud triangle as expanded to the “Ethics Compromise Triangle” could be a useful tool to assess ethics of a company’s culture and identify strategies to improve9. Using the compromise triangle as a framework, more detailed and specific tools and audit procedures can be developed to increase the efficiency and value of ethics audits.

The fraud triangle is an old concept and has existed for over 30 years, It is probably the most iconic and fundamental fraud theory developed. It has thoroughly permeated the fraud, criminology, accounting, auditing, and marketing literature and has provided the basis for accounting policy decisions. It has been universally accepted in every setting where fraud is described or analyzed. The fraud triangle states that individuals are motivated to commit unethical behavior (i.e. fraud ) when three elements come together: (1) some kind of perceived pressure, (2) a perceived opportunity and (3) some way to rationalize the fraud as not being inconsistent with one’s values. The fraud triangle is depicted in Figure 1:

The Fraud Triangle

The purpose of the ethical audit is to assess and diagnose the ethics behind an organization’s actions and goals. An ethical audit would assess how well a company is living up to generally accepted ethical standards as well as its own ethical goals as an organization. In addition to building a more ethical foundation for the auditing process, the firms being audited will experience primary benefits to their organization. Firm leadership would be better able to determine if the ethical goals and guidelines set for the company are being met on an objective level. Leadership would have a valuable feedback tool to aid in the maintenance of a healthy ethical culture within an organization. The ethical audit will reveal if the firm has developed an ethical culture and will aid in the development of a better ethical culture in the future10. Various course corrections could be made if a firm’s current ethical goals are not met. The ethical audit also indicates the overall health of a firm. If a company engages in ethical practices, they are less likely to become a victim to fraud, and suffer from the financial losses associated with such activities.

An ethical audit would assess how well a company is living up to generally accepted ethical standards as well as its own ethical goals as an organization.

Much like the audit opinion firms receive for their financial statements, the creation of formal documentation that can certify a company as ethical would be beneficial for individual firms and the business community. Investor and consumer trust would increase, and the firm would be able to see a boost in its image within the business community. Firms have many benefits to gain when participating in an ethical audit. For an ethical audit to maintain the highest standards, the current approaches and attitudes towards auditing must change for the successful incorporation of a more ethical framework. Auditing practices should move from a rules-first approach to a principles-first approach, where ethical concerns are at the forefront of evaluative criteria11. An auditing approach that allows individuals to use an ethical framework will allow the implementation of an ethical audit. Additional transparency about the process will only help to foster a connection between a firm, its customers, and its shareholders. 

Summary and conclusions

Regulations concerning the financial auditing process have increased over the years to ensure the system of financial auditing is better, more thorough, and more consistent. A series of recently passed laws in many countries seek to bring further transparency to the auditors and their processes. For example, following the lead of the EU, The United States of America also recently adopted standards requiring financial auditors to publicly disclose the name of each engagement partner12. The EU also passed a series of regulations called the 8th Company Law Directive, which required the establishment of an auditing committee for publicly traded companies to ensure the quality and transparency of financial reporting. Research has indicated that the effects of these laws on financial reporting quality have been positive13. If regulators and governments care about ethics similar attention should be given to ethical audits.

We call for laws and regulations that will require companies to undertake an ethical audit in a similar fashion to how these companies are required to undergo financial audits. Ethical audits will allow the discovery between what companies espouse and what they practice.  Today, it is extremely difficult to know which companies are most ethical and which follow best business practices.  Ethical audits will require companies to be held to a higher degree of transparency and responsibility. The establishment of new regulations will also increase the integrity of the ethical auditing process through the enforcement of formal standards.

Conducting an ethical audit can be crucial in the detection of any impropriety that would otherwise go unchecked. This can include uncovering unscrupulous or illegal activity within the firm, such as the unfair treatment of employees, customers, or suppliers. For example, the audit may reveal breaches of external regulations relating to excessive working hours or an unsafe working environment. The ethical audit is done not only to ensure that prohibited practices do not take place, but that behaviors advocated in a company’s code of conduct and within its written policies and procedures actually exist in practice. The value statements of a business should not be at odds with how its people behave.  A dangerous precedent can be set by having corporate actions that are inconsistent with a company’s values.

The ethical audit is the next step in the evolution of a firm’s transparency to the public and a way to ensure that a company’s values are actionable and accountable. Too many scandals and fraud schemes have happened when large companies are trusted to manage everything themselves and there is no third-party verification. Although most of these scandals have been perpetrated by individuals, a system of regulation will enable perpetrators to be caught faster and the mere fact that ethical audits exist will deter many people from being dishonest in the first place.  Ethical audits will result in fewer frauds and unethical acts and will help companies improve their public images. When ethics are at the forefront of business strategies and transactions, everyone profits from living in a more honest world where values are aligned with actions.

About the Author

Prof. Simon DolanProf. Simon Dolan is currently the president of the Global Future of Work foundation. Previously, he held several professorship positions in some of the leading management and business schools (Montreal and McGill, Boston and Colorado, ESSEC and HEC, and ESADE in Barcelona).  He co-founded ISSWOV (The International Society for the Study of Work and Organizational Values). He is a prolific author with over 75 books published in multiple languages. He is also an entrepreneur that founded Gestions M.D.S. in the 1980s (in Canada) and currently is the honorary president of ZINQUO  (in Spain). A high solicited speaker- Check him out at: www.simondolan.com or www.thinkingheads.com  email: info@simondolan.com

Prof. Steven Hawkins_Author

Prof. Steven Hawkins is an assistant professor at Southern Utah University and received his PhD from the University of Tennessee. Stevens research focuses on fraud and ethics from an accounting perspective and has written multiple articles on the topic.  Steven is currently a certified public accountant (CPA) and worked at Ernst and Young as an auditor for three years before pursuing a PhD.  Email: stevenhawkins@suu.edu

Prof. Chad Albrecht

Prof. Chad Albrecht is a Full Professor of Strategy & the Director of MBA Programs at Utah State University. At USU, Chad has received numerous awards including Researcher of the Year, Graduate Mentor of the Year and Undergraduate Research Mentor of the Year (3 times). Chad has also been a Robbins Research Finalist for his work on fraud prevention and detection. Chad has written six books and his fraud-related research has been quoted in the Times of London, In-Flight Magazine and various other news agencies. Email: chad@albrechtfamily.com

Dr. Bonnie Richley_Author

Dr. Bonnie Richley is the Chief Design and Innovation Officer for Interaction Science, a global consulting firm. She is a published author, keynote and motivational speaker. She has held numerous leadership positions in academia and in the public sector. Her work centers on high-impact engagement through individual and team coaching in organizations, adult learning, and transformational change. Email: b.richley@yahoo.com

References

  1. Liran, Avi and Dolan, Simon L. (2016) “Values, Values on the wall, Just do business and forget them all: Wells Fargo, Volkswagen and others in the hall” The European Business Review https://www.europeanbusinessreview.com/values-values-on-the-wall-just-do-business-and-forget-them-all-wells-fargo-volkswagen-and-others-in-the-hall/
  2. Association of Certified Fraud Examiners. (2020). Report to the Nations: 2020 Global Study On Occupational Fraud and Abuse. https://www.acfe.com/report-to-the-nations/2020/.
  3. https://ec.europa.eu/anti-fraud/investigations/fraud-figures_en
  4. Source: Zorana Ivcevic , Jochen I. Menges and Anna Miller:  How Common Is Unethical Behavior in U.S. Organizations? Harvard Business Review, March 20, 2020 (https://hbr.org/2020/03/how-common-is-unethical-behavior-in-u-s-organizations)
  5. Dolan, S.L. (2020) The Secrets of Coaching and Leading by Values. London-NY  Routledge.
  6. Association of Certified Fraud Examiners. (2020). Report to the Nations: 2020 Global Study On Occupational Fraud and Abuse. https://www.acfe.com/report-to-the-nations/2020/.
  7. Espinosa-Pike, M. and Barrainkua, I. (2016). “An exploratory study of the pressures and ethical dilemmas in the audit conflict.” Revista de Contabilidad. Vol. 19,Issue 1. https://doi.org/10.1016/j.rcsar.2014.10.001.
  8. Jeppesen, K. (2019). “The role of auditing in the fight against corruption.” The British Accounting Review. Vol. 15, issue 5. https://doi.org/10.1016/j.bar.2018.06.001.
  9. Albrecht, Chad; Albrecht, Conan; Hawkins, Steven (2017) “Is there an Ethics Compromise Triangle?” Internal Auditing, Vol. 32:4. pp. 5-20
  10. Semradova, I. and Hubackova, S. (2015). “Observations on the development of ethical culture.” Procedia – Social and Behavioral Sciences. Vol. 182. https://doi.org/10.1016/j.sbspro.2015.04.737.
  11. Satava, D., Caldwell C., and Richards, L. (2006). “Ethics and auditing culture: Rethinking the foundation of accounting and auditing.” Journal of Business Ethics. Vol. 64, no. 3. https://www.jstor.org/stable/25123749.
  12. Reid, C.D., and Youngman, J.F. (2017). “New audit partner identification rules may offer opportunities and benefits.” Business Horizons. Vol. 60, issue 4. https://doi.org/10.1016/j.bushor.2017.03.008.
  13. Bajra, U. and Cadez, S. (2018). “Audit committees and financial reporting quality: The 8th EU Company Law Directive perspective.” Economic Systems. Vol. 42, Issue 1. https://doi.org/10.1016/j.ecosys.2017.03.002.

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Managing By Traction (MbT) Reinventing Management in the Cyber-Age https://www.europeanbusinessreview.com/managing-by-traction-mbt-reinventing-management-in-the-cyber-age/ https://www.europeanbusinessreview.com/managing-by-traction-mbt-reinventing-management-in-the-cyber-age/#respond Thu, 26 Nov 2020 00:01:34 +0000 https://www.europeanbusinessreview.com/?p=105410 By Mario Raich, Tomasz Krzemiński, Claudio Cisullo, Simon L. Dolan and Bonnie A. Richley Abstract “We are at a critical turning point in human history!  We are all prisoners of […]

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By Mario Raich, Tomasz Krzemiński, Claudio Cisullo, Simon L. Dolan and Bonnie A. Richley

Abstract

“We are at a critical turning point in human history!  We are all prisoners of our paradigms. And as managers, we are captives of a paradigm that places the pursuit of efficiency ahead of every other goal.”1

In a world of ambiguity and increasing instability, we urgently need to review and reinvent management, and that includes ways of doing business. We need to exercise new leadership competencies and review management paradigms, relevant processes, tools and instruments that are still valid in today’s volatile, uncertain, complex and ambiguous (VUCA)2  environment and in our highly technological and global world. We argue that there is a great need to adopt bold new ideas and concepts and not merely change existing terminologies. The time has come for a clarion call for a new management framework. Our framework of the new management approach is through the lens of strategic planning, since it plays a key role in management success. We argue that the strategic planning process should be reinvented to become a dynamic-direction operation involving ‘planning by interactive action processes’. Employing such a dynamic focus would also mean that performance reviews will embed concepts such as value creation. In this way, the direction becomes an active part of action, where action can continually reshape the direction. It is highly important to know which direction to choose, why it has been chosen and how to get there.

The strategic planning process should be reinvented to become a dynamic-direction operation involving ‘planning by interactive action processes’.

Often, the selected direction is more of a guiding star than a road map to follow. This also helps to define a dynamic assignment of resources and means, which is a prerequisite to following the selected direction. Actions would include delivering ongoing constructive feedback about the feasibility of the selected direction. In this way, the selected direction defines the desired future, and action is the actual creation of it. Direction is always future-oriented and action is focused on current activities and results.

What we describe in this article is the essence of what we label ‘Management by Traction’ (hereafter referred to as MbT). MbT is a framework that is a powerful enabler for management in the cyber-age. It is based on a short and simple feedback loop.

Introduction

“Imagination is the source of new, unexpected and often better solutions, fuelling bold visions.”

All human actions have an implicit or explicit purpose. But only a meaningful purpose may be attractive and sustainable, and thus provide traction to others.

The ever-changing complexity in which we live and operate in both our personal and business lives can be captured by the future design framework (i.e., preceding the setting of a direction). Once a direction is defined, we can move directly to an action or action(s) which are continuously assessed to verify alignment with the direction, while also being sensitive to the need to change direction if corrections are required. Action and direction are not new, yet they have concurrent impact on the future direction. What is new is the fact that our turbulent environment and key players are constantly changing, generating a feedback loop that is both constructive and dynamic. Such a feedback loop is needed now more than ever. In business strategy terms, one can say that feedback is being driven by a pull strategy far more than by a push strategy (see: https://keydifferences.com/difference-between-push-and-pull-strategy.html).

This pull strategy is applicable to all core management processes, including strategy development, planning and implementation. The pull strategy that we offer differs slightly from classical pull strategies. We call this pull strategy ‘smart strategy’, because it encompasses all three phases: development, planning and implementation, linking theory and practice. Moreover, smart strategy is applicable for corporate governance, resource allocation, performance management, corporate structure, talent development, deployment and all other management processes. Thus, this paper focuses mainly on smart strategy. It may help leaders to learn a new, simplified and very efficient way of developing and deploying ‘strategy’. It may allow a concurrent bidirectional influence in the development of direction and the deployment of actions.

Direction can be developed using Raich’s user-friendly ‘Future Design’ Framework, and its actions can follow the practice which was implemented successfully by Xellect (a Polish-based consulting company: www.Xellect.com). Raich’s Future Design Framework is based on the ability and practice to dive deep into the current context and move on to emerging and future contexts.  More detail is offered in a later section of this article.

Numerous creative solutions are usually needed to develop and sustain the attractiveness of a chosen direction. Many years of experience have shown that the ability to shift the focus from searching towards finding is more important than lots of creativity.

The pace and scope of change today are in permanent acceleration. Additionally, there are an increasing number of key technologies that will be converging during the next decade. We are moving, perhaps, into the fastest, most encompassing and deepest transformation in human history, for better or for worse. This will most likely lead to growing disruption and transformation in all key aspects of human life: society, economy, business, science, technology, education and politics (Raich, Eisler and Dolan, 2014).

Beyond understanding the immediate business context, it is vital to have solid insights about the future at two levels: the emerging future and the more remote future.

Thus, there is a quest for new ideas about how to cope with the emerging different worlds we live in. The governance and management of organisations are becoming messier, and the classical corporate forms, structures, processes, tools and instruments are increasingly becoming incapable of coping with these complex challenges. In a state of permanent transition, it becomes extremely difficult to predict where things are headed. The number of different factors to be taken into account is drastically expanding. Contextual changes are becoming one of the driving forces of transformation. In such an environment, people are eager to implement ideas and projects as fast as possible, in order to adapt and to attempt to gain a sense of security, or to survive. Beyond understanding the immediate business context, it is vital to have solid insights about the future at two levels: the emerging future and the more remote future. This makes the traditional strategic development process not only complex and difficult, but also increasingly more irrelevant.

Therefore, organisations are seeking simpler, faster and more efficient ways to replace the classic strategic thinking and strategic management, so as to be able to cope with increasing complexity and uncertainty. Education also needs to make a big leap in order to catch up with the new emerging reality. It needs a paradigm shift from the traditional approaches towards a new future-oriented core curriculum.

One of the key questions about future management is whether strategy can still be the right way to lead an organisation in the cyber-age. Obviously, we can call everything we do ‘strategy’ (even a state where there is no existing strategy), and wait patiently while doing nothing, until an ‘opportunistic strategy’ emerges, or an ‘ad-hoc strategy’. In essence, the terms ‘strategy’ and ‘strategic’ are very malleable concepts, used whenever something seems particularly important. The question arises:  is a classic ‘strategy’ really useful in times of VUCA and permanent transformation? We argue that today we need to make it possible (and even necessary) for non-experts in the organisation to participate in its forward thinking.

In most cases, once a strategy is developed and agreed upon, it is not flexible to some key factors that may have changed in the context. In principle, the process needs to be started again based on the reframed context.

In a constantly globally transitioning connected world, people are eager to implement ideas and projects as fast as possible, even when some risk might be involved. Take, for example, the rush to develop and use a vaccine to solve the COVID-19 pandemic. There are ample examples where new ideas are deployed, including new processes, new tools in order to deal quickly and easily with emerging problems, and challenges.

And closely related to this approach is the need to engage in new governance principles, and to set up agile structures. Some initial new approaches towards a new governance, business structure and organisation have already been presented by Raich et al. (2019)3 in previous issues of The European Business Review. In this paper, nonetheless, we present and elaborate on the MbT framework, which is focused on Direction and Action embedded in a loop, running concurrently. We hope that this framework addresses the implicit and/or explicit purpose of a 21st-century organisation.

Reality Check: We Are Living In An Age Of Radical Transformation

“Everything flows, but it flows in a very disruptive manner!”

The present is not what we expected it to be, and the future is even more uncertain and is changing continuously. We are in midst of the transition from the industrial to the cyber-economy. We are discovering that reality is non-sequential, non-systemic and asymmetrical. Models and concepts based on former thinking cannot cope with what is happening around us. Thus, we need to change our mindset about the world. The business world (as well as political leaders) are also desperately looking for new concepts and models that are characterised as organic, systemic, and employing holistic thinking.

Indeed, the ‘new reality’ will generate more questions than answers (e.g., the management of the COVID-19 pandemic). However, it is more important to identify and define the right questions than to get answers that may become obsolete tomorrow (for example, managing the initial eruption of the COVID-19 did not guarantee proper management of the second wave of infections).

Transitioning from the industrial age into the cyber-age is a huge challenge, but it also offers unique opportunities for enterprises and corporations. It requires foresight, appropriate education, and the proper use of the necessary technological infrastructures, as well as a strong dose of entrepreneurial spirit.

We need to be constantly reminded that our world is not only global, but also highly complex, dynamic and interconnected. We are not used to planning actions for a global and systemic world. We have been educated to use converging thinking with the promise of “a solution” at the end. The world around us is full of diverging and disrupting events and happenings. We need to change our view of the world forever. We must learn to find the right questions and adequate creative solutions.

“It is vital to understand what is going on around us!”

Today, with advances in technology, meaningfulness in work is vanishing (Forbes, 2018, based on the work of Ulrich and Ulrich). In addition, people are anxious about automation based on intelligent machines, intelligent programs and robots, which seem to be the principal workforce of tomorrow. Intelligent programs and robots are becoming an integral part of the workforce and of our lives. Therefore, it is necessary to understand what is happening around us.

The highly uncertain and fragile future will lead to restructuring and increasingly change the purpose of companies aiming to survive (and prosper) depending on the opportunities created. A good example is Amazon, which started as a book/music virtual store but, from the opportunities presented, today sells almost anything and anywhere. Uber is a company that started competing with taxi services but has now expanded to include land and air transportation and food delivery. These are only two of many examples that support our argument.

The ‘danger zone’ we need to cross (environmental degradation, social unrest, conflict, fast technological advances, unprecedented levels of inequality, and polarisation) could mean that global disruptions are becoming the rule, rather than exception, in the coming decades. We need the courage to move beyond our comfort zone into the unknown and unexplored territory, to discover what has never been thought of before. It is time to bring connected (holistic and systemic) spiritual, physical, psychological, philosophical and social thinking to the transformation of science and our world view.

Reinventing Management In The Cyber-Age

“The future is not just happening… people make it happen.”

Cyber-reality influences the transformation of work in the cyber-age due to automation and virtualisation based on artificial intelligence (AI). This means that many work activities (not just manual), will be automated, digitised and virtualised. As a consequence, many new jobs related to technology will be created. Virtual reality will also be a driving force in the transformation of work.

“Our future economy will shift from growth to sustainable transformation and innovation.”

We argue that our future economy will shift from growth to sustainable transformation and innovation. We further think that the purpose of business will be to provide solutions that create value and an increased quality of life for everyone. We will witness completely new and different business models. We speculate that the digital value platform (and later on the hybrid value network) will be the most important structure of organisations. However, organisations have to focus on developing individuals to be better at adaptability, innovation and execution. Richley and Lingham (2015) have developed integrated theories and concepts from learning, creativity, design thinking, innovation and work motivation to create a measure to assess, coach and develop individuals to be more adaptive. Further, their work identifies tendencies when innovating and executing, especially when working on projects. As more individuals are assessed, coached and developed, it strengthens the organisation to innovate and provide solutions that will align with the shift in our economy from growth to sustainable transformation. Richley and Lingham (2020, forthcoming) have further elaborated on the importance of this approach in our current organisational and global contexts.

We put forward that business in the future will need to have two executive leadership teams:1. agile and transforming ongoing business; and 2. preparing new business ventures for emerging and uncertain businesses. These executive leadership teams will also need to be assessed, coached and developed to attain higher quality of engagement and improved capacity to innovate and execute following the two-phase approach to achieve ‘high-impact engagement’ in organisations (Lingham & Richley, 2018). Due to the constant transformation in the business corporate environment, strategic entrepreneurship will become a principal driver of business. Early attempts have been made to focus on sustainability in the corporate business environment. However, it is only recently that a model of social business innovation, or SBI, was introduced by Richley (2009) in order to help organisations consider their strategic entrepreneurship and thus expand and add value at the intersection of business and society. The seven characteristics of SBIs should be introduced as part of an organisation’s strategic entrepreneurship as a main driver of business, so as also to benefit society. In addition, corporate leaders will have to become enablers of education, as the cyber-organisation will become a ‘hyper-education community’. Each organisation will also have to actualise its own ‘future intelligence’ to enable the exploration of ideas and solutions that will have the biggest impact in both the short and long term.

Strategy is Shifting Towards Managing by Traction, I.E. Direction and Action

Costas Markides, a professor at the London Business School, argues that there is little agreement among academics as to the purpose of strategy. He also points out that most executives would define strategy as how to achieve the company’s objectives. According to him, that is a technically correct definition, but it is so generic that it is practically meaningless.

The conventional process of setting goals, developing a strategic plan, converting it to an operational plan, and finally executing the approved plan does not work very well today.

For several decades, annual strategy planning has been an essential part of corporate liturgy. Organisations would spend months developing their corporate strategy, followed by operational planning and budget allocation. This approach has worked for many years and is taught in business schools around the globe. The accumulated corporate bureaucracy creates corporate entropy and gets in the way of the required agility and resilience towards unexpected changes and disruptions.

The conventional process of setting goals, developing a strategic plan, converting it to an operational plan, and finally executing the approved plan does not work very well today.

In a VUCA world, planning is becoming obsolete. In 1994, Henry Mintzberg, the leading management guru, observed that the process of strategic planning was effective for about 25 percent of companies. The majority found it to be ineffective. To reiterate, in a world that is constantly in transition and where business is driven by AI and cyber-reality, we urgently need to review and reinvent the way we conduct business, lead and manage processes, tools, instruments and structure. This deep transformation of the business and the business context will inadvertently affect work and education. Permanent disruptions and transformation in a multi-reality world require new ways to lead and to manage society and organisations. We need management by traction (MbT).

The cyber-age creates, huge challenges and opportunities for humanity, but it calls for a deep transformation of business and society, enabling them to harness the power of digital technologies. We can leverage ‘creation’ as a driver to have a positive and meaningful impact on education, culture, business and society. We can bring meaningfulness back into politics and the economy.

“The unfolding fourth industrial revolution has the potential to revolutionise the speed and scope of creation and destruction. The convergence of new technological solutions will alter our life and work far beyond our expectations. It will also change politics and the role of governments. Virtual reality and artificial intelligence are adding a new dimension. The impact is difficult to imagine today, but it will be very deep, way beyond anything we can imagine today!”

A Future Design Framework

“In a world in transition, we need a process focused on the desired future and not just on the expected one.”

To aim at the desired future, we need to define the direction. In the following paragraphs, we describe how to develop the direction and make the transition to action. ‘Direction and action’ are based on the future design framework. Once the direction has been designed, it will run in parallel with the action.

To cope with the environment in transformation we need a future design framework which can help us to cope with the ever-changing future and allows us at the same time to continue with meaningful actions. The traditional management process can be replaced by MbT, which is based on the future design framework, having dynamic direction and interactive action processes at its core. In MbT, the direction becomes an active part of action, which can in turn continually shape the direction. Direction and action therefore operate in tandem. Direction shows the way for the action, and actions shape direction based on the outcomes.

It is critical to know which direction to choose, which choices to make and why, and how to get there. As mentioned earlier, the selected direction is often more of a guiding star, rather than a road map to follow. This also helps to define the resources, the corresponding means and the tools which will be required in order to follow the defined direction.

We need to develop ‘empathy’ towards the future”.

To get a better understanding of the future, we need first to overcome our limitations in order to perceive the reality around us, as well as the deformation of our perceptions due to our cultural and personal biases. We need to develop ‘empathy’ towards the future. Studying our history, international experiences, other people’s views (even controversial), and the use of many different sources (often contradictory) can help shape our view as well. In addition, the development of imagination and intuition is important. We need to overcome our current reality, as it may unconsciously limit our perception based on our dominating world view, our biases, what we consider possible and impossible, acceptable and unacceptable, likes and dislikes, our mental comfort zone, etc. We also need to overcome the human habit of projecting past experiences and present status into the future. Finally, we need be aware of the human habit of generalising experiences and views and preferences, expecting other people to think and behave similarly. To get meaningful insights about the future, it is necessary to release the past, to explore the relevant actual context, and go beyond to the emerging and future context. Is it even possible?

Journey into the unknown

Exploring the future in a fast-changing environment challenges traditional intuition, patterns and wisdom. It is pushing people and organisations beyond their comfort zone. For ‘future exploration’, it is useful to create a ‘mental framework’, (i.e. a generic representation of the ‘scenario’ and the ‘space’ we want to consider). We suggest that we should move from linear simple logic and structures to one that is complex and systemic.

It is a journey into the unknown (unexplored and uncharted), where the paths to follow have often to be discovered or even created. A multi-reality world in transition requires constant focus on the actual, the emerging and the future context. It also requires constant awareness about contextual changes and how they might affect our future orientation. Businesses that are too focused on past successes will have no future. Everything can change in an instant.

As a first step of the entire process, we need to elaborate a generic context framework beginning at the actual level and then moving towards the emerging and future levels. A look at the mega-trends (including industry or other specific mega-trends) can offer deep insights into the actual context by constantly gathering and clustering insights and information. As we move toward the emerging and future contexts, what we know gets smaller as the unknown increases.

To observe the contextual changes, we need to promote and create a culture of exploration. Every key function with contacts to the outside of the enterprise (board of directors, executive board, procurement, R&D, marketing, sales, services, HR) should participate in a constant exploration of the ever-changing context. Pay attention to the changes of the external context bringing in connected (holistic and systemic) spiritual, physical, psychological, philosophical and social thinking to the transformation of science and our world view. Such a design would further link to MbT, supporting “high-impact engagement” (Lingham & Richley, 2018), and align with the seven characteristics outlined in social business innovation (Richley, 2009) as organisations explore new ideas, possibilities and approaches to engage and thrive in the both the emerging and future contexts.

Fortunately, the fastest and most efficient way to leverage and to deploy the growing power of AI is the close collaboration of humans and intelligent machines, leveraging the best from both sides. But this also means heavy investment in the further development of AI and the enhancement of human capabilities in parallel.

MbT Framework

To leverage ‘creation’ and bring back meaningfulness into politics and the economy, we have developed the MbT framework based on two core elements: direction and action. Once the direction is established, the actions will then lead the process, which then continues as an interaction between the direction and action at three levels: actual, emerging and future. This means the ‘direction’ and the ‘action’ processes are running in parallel across all three levels.

This framework focusing on ‘direction’ and ‘action’ is particularly useful for businesses in highly volatile industries, businesses at risk of disruption, entrepreneurial organisations, and any organisation that might want to go beyond the traditional strategy development process.

The core MbT Framework is basically made up of five core elements: an understanding of the world in transition (i.e., driving forces, enablers and mega-trends, and the transformation loop); the future design framework; the direction, the action; and a method to find a creative solution

Action and Results

Direction-driven workflow – toward future and results

Direction-driven workflow is an agreed-upon and designed way for the teams and leader to plan and implement the strategy. It is a management system derived from OKR technologies. OKR stands for ‘Objective and Key Results’. OKR was created by Andy Grove4 at Intel. The system is fixed and visualised in the form of a process, its tools and methods.  Tools are sets of templates (canvases), especially GO Model Canvas5, that help you design, fix and visualise your prepared concepts. Check out the following OKR best practices to get a better view of your business operations.

Direction-driven workflow is a standard of collaboration tailored to the needs and capabilities of the team. Importantly, this standard is flexible and easily modifiable. This translates into the possibility of an adaptive approach and an agile working style. The composition of the elements contained in it helps the leader and the team to prepare for the effective implementation of the strategy in the VUCA environment. These elements support not only the management of the task flow, but above all at the level of intellectual work of a conceptual nature. This type of work is necessary to create a direction and continuously refresh it. The more vulnerable the team’s work environment is, the shorter will be the prospect of planning goals and strategies, and thus there will be a need to refresh the strategy more frequently.

Direction-driven workflow captures and systematises the intellectual activities on which the future of the company depends and the ability to survive the VUCA environment. It introduces new rules to the work culture and involves preparing an appropriate approach to planning, providing feedback and evaluating results and actions to make decisions and, above all, to build a learning organisation.

Stage 1 

Flow Session. This is a workshop where the team learns about the direction-driven workflow concept and prepares its first version. The next design steps are for Zone 1 Runway, Zone 2 Feedback Loop, and Zone 3 Service. Flow Session is a workshop meeting. The design and fixation of a direction-driven workflow by one team and leader may require a 1-3 session. The wavelength caused by direction-driven workflow can range from 1-3 weeks. In the first approach, the team will need more time than in subsequent cycles, which will only serve to modify and improve the direction-driven workflow model.

Stage 2

Creo Camp. This is a series of team meetings focused on planning and finding solutions. At Creo Camp, the team uses everything they agreed to design direction-driven workflow for Zone 1, RUNWAY. The result of each Creo Camp is the goals and strategy saved using OKR technology. Creo Camp can last from 2 to 4 weeks. The more levels of management there are, the longer the planning process will be. It should start in the last month of the quarter – depending on its length, it may be the first or second week of the month.  It may be completed in the first or second week of the following quarter. Creo Camp is an event that triggers a wave of creative thinking and planning. At Creo Camp, the team and leader will define the objectives and key results (OKR) by submitting them into a coherent strategic concept. They will start looking for solutions that will then be transformed into projects supporting the achievement of the objectives.

Stage 3

Strategic Sprint. This is the stage of the action leading to the implementation of the planned strategic concept. It focuses on the implementation of tasks, monitoring and evaluation of results. What is most important at this stage is working on the basis of agreed principles. The team and the leader should first and foremost focus on achieving the planned results and, of course, solving current problems. The direction and priorities of the action are set out in the OKR and, in addition, tools to help you plan your projects. The team is precisely focused and prepared for work. During the operation, the team will carry out periodic monitoring of their activities and make the necessary adjustments required to stay on course. In each of the subsequent sprints, the team and leader will gain more and more skills and experience in addressing the challenges of the VUCA environment and following in the designated direction.

The Significance of Collaborative Intelligence in Creating Breakthroughs in TrAction

“Humans can experience great peace of mind from the feeling of union with the universe!”

We are at the beginning of the age of collaborative intelligence, since humans and smart AI-based machines have started working together.  Collaborative intelligence (CQ)6 is a combination of human mind (HM) (individual and collective) and artificial intelligence (AI) in different forms and at different levels. It delivers the best results by leveraging the most appropriate abilities of both sides.

The collaboration of humans with smart machines and programs creates new solutions, way beyond our imagination, leading to meaningful quality of life, and enhancement of products, services and experiences.7 Super-minds together with AI-based machines will be able to create ‘meta-minds’, thus leading to a ‘meta-mind society’.

“Humanity urgently needs a new direction built on a new big dream and accompanied by bold actions!”

Later, when the general AI is well developed and most of the world highly connected, a state of ‘fusion-mind’ may result. The final aim would be the development of the ‘Ω-mind’, a perfect globally connected alignment of natural and artificial intelligence.

A major achievement will be reaching the meta-mind society. The separated and the joint developments are still ahead of us. Collaborative intelligence will lead to major breakthroughs for TrAction, in the development of direction and the deployment of action, and finally in the concurrent development of both.

Implications and Conclusions

“What’s lacking is not insightful analysis, but truly bold and imaginative alternatives to the management status quo – and an army of innovators who have the stamina to reinvent the management from the ground up.”

Here are some suggestions which can help an organisation to survive and thrive in a fast-changing context:

  • Create a culture of exploration
  • Create an open digital platform with all information about relevant context changes accessible to all employees. Keep them always with the source, and the name of the provider.
  • Encourage employees to follow contextual changes and make leadership interest visible
  • Make the exploration competitive and attractive, with prizes for best contributions
  • Organise regular reviews of the input and create follow-up actions and projects
  • Engage students for specific exploration journeys (e.g. to explore the future of your business)
  • Build an enterprise-specific network for ‘future ideas’. Involve people from the corporate eco-system to participate
  • Use parallel governance – one for the actual and emerging contexts and one for the future business.
  • Don’t forget to watch start-ups relevant to your industry and your business. They are an important early indicator of new developments.

Be aware! There is permanent transition on all levels. Get ready for the unexpected. People will be permanently moving:

  • From one education phase to another within a lifelong education framework
  • From one job to another. A job for life is the exception.
  • From one geopolitical constellation to another
  • Between different realities: our reality, digital reality, augmented reality, and virtual reality
  • AI will be moving toward GAI

Companies will change structure and organisation according to their actual purpose. They will use collateral education and development to create organisational future orientation built through a set of practices that permit the identification and interpretation of changes in the environment and drive adequate actions to ensure long-term survival and success.

Collateral development is spreading and sharing practices and know-how upwards, downwards, and laterally to peers. It is a way of infusing practices into an organisation’s culture. It may be useful to have a direction for the actual and emerging business, as well as one for the future business.

About the Authors

Mario Raich is a Swiss futurist, book author and global management consultant. He Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business and work.

Tomasz Krzemiński – Business Designer, consultant, trainer. Has implemented dozens of projects on strategy improvement in various industries, including banks,  manufacturing companies, trading companies, and insurance.  Author of innovative management methods and tools:  GO Model Canvas, Stragiler, Extreme Strategy Design, Strategic Workflow Design. Have participated in the Polish-Swiss Government Project concerning the development of entrepreneurship. More, in:  https://www.xellect.com

Claudio Cisullo is a Swiss-based serial entrepreneur and investor. He is the founder and Chairman of CC Trust, a family office invested across the biotech, leisure, pharmaceuticals, professional services, real estate and technology sectors. Among his most recent investment is Chain IQ Group, a globally active provider of procurements services.

Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com ). He used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 75 books on themes connected with managing people, culture reengineering, values and coaching.  His full c.v. can be seen at: www.simondolan.com

Bonnie A. Richley is the Co-Founder and Chief Design and Innovation Officer for Interaction Science, LLC. She previously was an Associate Professor and Chair/Program Director for the Department of Business and Entrepreneurship at Chatham University, the AVP of HR and Asst Professor at Case Western Reserve University. Her work involves positive organization development with expertise in Appreciative Inquiry; executive coaching as a trainer and master coach; and adult learning theories and competency development.

 

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Covid-19, Stress, Self-Esteem, Values, and Psychological Well-being: How to Assess Risks of Becoming Depressed, Anxious, or Suicidal? https://www.europeanbusinessreview.com/covid-19-stress-self-esteem-values-and-psychological-well-being-how-to-assess-risks-of-becoming-depressed-anxious-or-suicidal/ https://www.europeanbusinessreview.com/covid-19-stress-self-esteem-values-and-psychological-well-being-how-to-assess-risks-of-becoming-depressed-anxious-or-suicidal/#respond Wed, 13 May 2020 07:37:21 +0000 https://www.europeanbusinessreview.com/?p=95504 By Dr. Simon L. Dolan and Dr. Salvador Garcia Sanchez[1] A few years back, we published several books dealing with Stress, Self -Esteem, Health and Work, which was intended to […]

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By Dr. Simon L. Dolan and Dr. Salvador Garcia Sanchez[1]

A few years back, we published several books dealing with Stress, Self -Esteem, Health and Work, which was intended to understand the phenomenon is work settings (Dolan 2007; Dolan & Arsenault 1980 and 2010; Dolan, García & Diez-Piñol, 2015). The books have been written in different languages for people who did not understand the scope and the reasons for them to suffer from stress, depression, burnout and other psychological ailments. Mind you, similar to the current situation with the COVID-19 pandemic who is infecting millions of people throughout the globe, there were no (or very few) reliable and valid measures to detect chronic stress and trace its impact of the psychological and physical health of the workers.   Back in the 1980s, 1990s, and 2000s, the focus of scholarly work was really to develop models and reliable measures that will enable the true understanding and predictions of what was described as the “hidden Pandemic”; it has no color neither odor, but caused suffering, ill health and even deaths. The WHO is repeatedly releasing reports showing that every 40 seconds there is someone in the world that commits suicide due to depression and anxiety resulting from stress (WHO report, Sept. 9, 2019). Obviously, the signs and symptoms of acute stress are by far easier to detect and perhaps intervene, but the signs and symptoms of chronic stress are more complicated and resemble the COVID-19 individuals who are positive but show no symptoms. Once the symptoms are manifested, the disease is at an advanced state and intervention becomes more complicated. The same is true to chronic stress; by the time clear symptoms show, (can happen years later not just 14-15 days as is the case of the COVID-19), in the case of stress interventions might be too late or perhaps too difficult to remedy. Thus, this led to the developments of thousands of researchers publishing articles targeting, modeling and measuring chronic stress in view of intervening and preventing depression, anxiety or even suicides, not to mention real physical diseases. It also led to the emergence of new “buzzwords” and syndromes in this field of stress, like burnout, personality prone to stress (Type A people), and alike. Similarly, a host of concepts borrowed from positive psychology were introduced to deal with acute and/or chronic stress such as resilience, hardiness, and recently mindfulness.

We, the authors of this paper, also contributed to the filed by adding innovative and insightful components that might explain whether or not individual have the psychological resources to mitigate or by contrast to exacerbate the effects of stress; namely we proposed over the years that in 99% of work related stress is generated because our way of understanding what is happening depends on our perception. Cognition plays a key role in the etiology of occupational stress; to a large extend it depends on the “eye of the beholder”. Our cognitive interpretation of the situation depends on two inter-related yet independent variables: 1) our assessment of our “Self Esteem” (which in many cases is implicit hence we are not always aware of it) , and 2) our values, or our form of living that is either congruent or incongruent with our values (Bao et al 2013; Dolan 2016).   We argue that the communities of professionals who wish to help stress victims need a clear model and a reliable measure(s) of assessment characterized by relative simplicity in order to quickly understand the situation and consequently intervene rapidly. By analogy, this is very similar (albeit other hidden enemy), as is the current situation of COVID-19.   In our published books we present the full complexity of the stress model, hence stress is a multifactorial and multidisciplinary field of study. Nonetheless, for practical purposes, and based on over 15 years’ experience in detecting core values, that use simple heuristic models and tools, we noticed significant instrumentality in helping people. While our assessment is research- based, and while we acknowledge the fact that we do not capture the full complexity of the stress phenomenon, nevertheless it provided the best solution for those suffer from stress, depression and anxiety. So, in the remainder of this paper, we attempt to apply similar principles to the situation that we all experience today be it as citizen confined at home, or health workers helping to fight the disease and savings life.   We argue that the beauty of our proposal is its simplicity in the tools that we have elaborated and these can be used by anyone, ranging from people who may use it as self-help to professionals that can do a quick diagnosis and perhaps complement it with more comprehensive assessment.

 

Brief background and conclusions about the importance of “self-Esteem” in the etiology of stress

There is ample research that deals with the importance of a person’s image of self-value and self confidence in all aspects of human activity including work and non-work contexts. Studies all over the world have associated self-esteem with human health and psychological well-being. This effect may be interpreted through the scope of resources increase and active coping against life’s problems. Moreover, there seems to be a strong antistressor impact on self-esteem regardless of the circumstances. High self-esteem is considered a fundamental aspect of personal well-being, happiness, and adjustment. Individuals with higher self-esteem are more satisfied with their lives, have fewer interpersonal problems, achieve at a higher and more consistent level, and are less susceptible to psychological problems as well as to a variety of physical illness than those with lower self-esteem.

Self-esteem refers to the positive or negative way people feel about themselves. Self-esteem seems to be associated with stressors that have to do with emotion. Low self-esteem is sometimes called low self-worth. It is perhaps too early to speculate, but we argue that the people that suffer the most during the COVID-19 crisis, are those that have relatively low self-esteem. We predict that research in the future will reinforce this hypothesis. For the moment, we only have anecdotes and journalistic reports that indirectly support this claim. Here are two typical examples from India and the other one from Australia:

    • A string of suicides rocked India in different states in the past few days: a 61 years-old man ended his life by jumping off his second floor flat after penning a suicide note stating he was tired of the pandemic situation ; a 31 years old man ended his life fearing he has contracted the Covid-19 infection; A 75 years old hanged himself and left a note that it was a coronavirus fear; a 30 years old asymptomatic man who was tested positive , committed suicide by slitting his throat while he was in isolation ward of a state run medical college
      (Source: the Times of India, April 12,2020)
    • A “beautiful” teen who feared being isolated with coronavirus tragically died after attempting to take her own life. The young waitress, who had high-functioning autism, was said to have been unable to cope “with her world closing in, plans being cancelled and being stuck inside” Emily was very concerned about coronavirus itself but more concerned about the mental health impact of isolation and the fear of the unknown,” Emily’s sister Annabel Owen, 21, said in a tribute, posted online.
      (Source: news.com.au March 26, 2020)
    • A 34-year old Italian nurse who was working on the frontline of the coronavirus crisis at a hospital in Lombardy, the worst-affected region of Italy, committed suicide after testing positive for coronavirus. Daniela Trezzi, who worked in the intensive care unit of the San Gerardo Hospital in the city of Monza, killed herself out of fear that she was spreading the virus, the National Federation of Nurses of Italy said in a statement late Tuesday, expressing “pain and dismay.”
      (Source: Daily Sabah March 25, 2020)
    • New York ER doctor who treated coronavirus patients dies by suicide. She was at top emergency room doctor in New York who was working on the frontline trying to save coronavirus victims at the height of the pandemic and also suffered the disease herself. has died. Dr. Breen had previously contracted the coronavirus herself. She later went back to work after recuperating for about a week and a half.
      (Source: The Guardian, April 28,2020)


Being cut off from friends and family, facing the monotony of the interior of our premises, mingled only with the prospect of losing our jobs in a looming economic crisis, and the fear of losing our own life and the life of those we love during the pandemic, can impact millions of us. Suicides hotlines in most European and North American continent sees a sharp rise. Again, we argue that substantially less people who have high self-esteem and who lives in congruence with their values, will be the one clogging on the hotlines or the one who commit suicide.

So, what more do we need to know about self-esteem? feelings of self-worth tend to drop under failure; people who fail are more concerned about self-protection in stressful situations, and they are more likely to have depressive attributions in response to negative events. They also tend to overgeneralize the negative consequences of a stressful situation and find it difficult to repair their negative moods. The effects of these maladaptive responses to stressful situations can be aggravated when stressors are perceived as threatening and uncontrollable, like the current pandemic situation. These can further impede an individual’s ability to cope successfully and, those perceptions only verify the initial negative biases. In line with our proposed cognitive model of stress, self-esteem is associated with adaptation to stressful situations by changing the impact of the appraisal during the adaptational process. Research has reported systematically that people with low self-esteem exaggerate the negative impacts on outcomes and those with high self-esteem, used more neutral appraisal to mitigate the negative outcomes. In other words, high self-esteem attenuated the detrimental effect of negative stressor appraisals on daily negative effect.

 

Brief background and conclusions about the importance of living in congruence or incongruence with your core values in the etiology of stress

Why Value incongruence? Our 35 years of accumulated research on values (García & Dolan 1997; Dolan, Garcia and Richley 2006, and Dolan 2011 and 2020, Garcia 2018) shows us very clearly that if we do not understand our core values, the ambiguity leads to stress. Moreover, if we do not align our daily conduct to our core values, it leads to a state of incongruency and consequently leads to a host of psychological and physical ailments (Bao et al 2013, Dolan 2016).

While research on value congruence and stress is scant, the limited studies amongst clinicians working in intensive care units often exposed to numerous stressors  (i.e., the risk of being infected by the Corona virus), shows that it affects their mental state and health. Among them, those who understood clearly their values, report less symptoms of depression and had much more vigor to assume their responsibilities (Lamiani, Dordoni and Argentero, 2017). In our own case, we have developed over the years a concept, a methodology, and tools to measure values incongruence using a Triaxial Model. Using the latter, people can be helped in discovering what are their core values and how these are distributed along the axes. Our research shows that if you don’t have a minimum of 1 value in each of the axis, the situation is not sustainable as incongruency frequently occurs. Moreover, if our daily conduct is not aligned with our core values, it leads to stress, depression, anxiety and other ailments (Dolan, 2020) . More information on the Triaxial model and its relevance to the COVID/19 crisis, can be seen in a recent papers we have published in this Journal (Garti and Dolan , 2019; Dolan et al, 2020).

So, an interesting manner to pose a diagnosis is to assess the combined classification of Self-Esteem and values. This can help map the probability of developing depression, anxiety and even suicides based on the quadrant that the person is being placed. Figure 1 proposes our classification:

The normal way to assess self-esteem is to combine a valid paper and pencil tool with other methods which may include projective tests and observations. Actually. there are tens of various validated assessments available, many which were developed for applications with children or adolescents, but others were developed for psychiatric wards and for adults in work settings. Nonetheless, most of them are not applicable to the context of the COVID-19 that we are living today during the confinement.   In this period, we need to use a rapid virtual method(s) in order to detect people who are in the danger zone with the view of reducing the probability of state depression or anxiety and mitigating the likelihood of suicide. Thus, we are aware of the tradeoff between scientific validity and practicality. Additionally, after long weeks of confinement, people that are being approached, albeit the paradox that it is for their own good, have no patience, and indeed they even become irritated with lengthy assessments. In this vein, we are proposing a “quick and dirty” assessment that can be used by almost any professional, and if risk has been detected, a health professional can be signaled for providing help. We have developed the tool based on Rosenberg scale that is often used in the field of social work. While the original tool is by itself relatively short, it uses a 4 points rating scale which takes time, so we have reduced it into a simple “Yes” or “No” reply. Table 1 provides the list of questions for this assessment:

The scale ranges from 1 to 10. If you have accumulated a total of 6 and more no, it suggests low self-esteem. In order to calculate the quadrants proposed in Figure 1, we use a median split where 50% above and below can be placed on the figure.   (Modified from Rosenberg 1965): http://www.socialworkerstoolbox.com/rosenberg-self-esteem-scale/. used with permission.


Similarly, the assessment of value congruence (and/or incongruence) is also lengthy. In the field of values, there are tens of different manners to define values, to measure values and to connect them with real life conduct. In the past 35 years or so we have studied values, and the evolution of the research helped us to frame a concept ( Dolan et al, 2006, Garcia and Dolan 1997), a methodology (Dolan, 2011) and tools (Dolan, 2020). These were the fundamental principles for the development of the coaching by values community which until today teaches and certifies people in understanding and detecting what is important to them and helping them align their conducts with their values . In order to do that, we are applying  methods that are fun and easy to use, based on gamification techniques and principles (Garti & Dolan, 2014). We also use a card game/tool called: the “Value of Values TM” (see: www.learning-about-values.com or www.coachingxvalores.com). While we are trying to adapt these tools to the virtual reality in the COVID-19 context, we also developed a simple assessment based on 10 questions, that can be used in a cruder manner (see table 2). Imagine, that the assessment is being conducted by a virtual coach, a therapist, a psychologist, or other health professional in a form of an interview. It is the interviewer that keeps the assessment template at hand and marks the answer in the corresponding columns. Based on this interview, diagnosis can be rendered in a few minutes. We argue that the beauty of the assessment is in its simplicity.

The scale ranges from 1 to 10. If you have accumulated a total of 6 and more “no”, it suggests a relatively high level of value-incongruence. In order to calculate the quadrants proposed in Figure 1, we use again a median split where 50% above and below can be placed on the figure.   (Modified from concepts developed by Dolan, Garcia and Richley (2006) and Dolan (2011 and 2020).

 

Conclusions:

In hospitals around the world, doctors, nurses and other healthcare workers are fighting an enemy that has already killed more than hundreds of thousands of people, including close to 60,000 in the United States alone. And as with any war, the fight against COVID-19 will result not just in direct casualties, but also take a terrible toll on the psychological state of many of those who survive.

It will be years before the mental health toll of the COVID-19 pandemic is fully understood, but some early data already paints a bleak picture. A study published March 23 in the Journal of the American Medical Association (JAMA) by Jianbo et al (2020) found that, among 1,257 healthcare workers working with COVID-19 patients in China, 50.4% reported symptoms of depression, 44.6% symptoms of anxiety, 34% insomnia, and 71.5% reported distress. Nurses and other frontline workers were among those with the most severe symptoms. Obviously, the COVID-19 represent a real and severe stress as they wonder about the adequacy of their protective gear, they were afraid of spreading the disease to their families and had to deliver service in an area that is still a puzzle and unknown not for the way it spreads but also the choice of effective remedies and treatment.   So, we do have early data on the symptoms of ailments, but we do not have data on the one that are resilient and can mitigate the negative psychological well-being. We claim that the one who have the least severe symptoms are the one that have high value of dedication to the profession, to the gift of providing care and similar social-ethical values. Their values and their conduct are very coherent. We also argue that most likely, at the same time, these people benefit from a high level of self-esteem.   At this point, it is only a hypothesis, but with time we will find out if these assertions are true.

And, as to the general population, a recent paper by Pfefferbaum and North (2020) published in the New England Journal of Medicine, conclude that Millions of people are being impacted by the psychological fallout from the COVID-19 pandemic and its economic aftermath, and large numbers may experience emotional distress and be at increased risk of developing psychiatric/psychological disorders such as depression and anxiety. They have previously studied survivors of disasters including the 9/11 terrorist attacks and Hurricane Katrina, and call to monitor the psychosocial needs of their patients as well as themselves and fellow health care workers during this time. A recent review of the effects on quarantined people and health care providers in earlier disease outbreaks found stress, depression, insomnia, fear, anger, and boredom, among other problems. Interestingly enough, the co-author of the study. Dr. North also points out that a great number of people do not develop psychiatric ailments as they seem to be resilient (see: https://www.news-medical.net/news/20200415/Depression-anxiety-may-be-side-effects-of-COVID-19-pandemic.aspx).   We argue, of course, that the different proportions of resiliency lies with people who have relatively high level of self esteem and high level of value congruence.

Helping people that are in the danger zone of being depressed and anxious or have high probability to commit suicide is very important.   What needs to be done by coaches, therapists, psychologists and other health professionals is to be able to diagnose on time, and assess rapidly the emotional state of a person via virtual tools or face to face with a focus on combined levels of self-esteem and value incongruency. In order to do so, we need to deploy “quick and dirty” measures. During the COVID-19 confinement, emphasis should be placed on boosting self-Esteem and ensuring that people (be they health care workers or those confined at home) are consciousness of their core values (what is really important to them and that the latter are aligned with their realistic goals and objectives), as well as ensuring that self-esteem remains high.    How to do that, might be a matter of another long paper, but in order to end the paper with a positive and optimistic note, we offer a list of selected tips that can be   deployed and served instrumentally to those in need. It is not a panacea, but it offers self-help to many that are confined at home, and of course to health professionals who can expand their menu of remedies in concrete suggestions.  Remember, priorities should be given to diagnose and provide help to those classified in Quadrant D (figure 1), but others can benefit from these tips as well.

About the Authors

Dr. Simon L- Dolan (Ph.D) is a prolific author with over 75 books and 250 articles published in professional and scientific journals. He is currently the president of the not for the profit Global Future of Work Foundation (www.globalfutureofwork.com), and former Future of Work Chair professor at ESADE Business School. He is also the founder of the concept, methodology and tools of the Coaching and Leading by Values” (www.coachingxvalores.com and www.leadershipbyvalues.com). More on his activities at: www.simondolan.com

Dr. Salvador García (M.D.) is a Medical Doctor and a Social Humanist Psychologist. For years, he has been developing his vision of biopsychosocial health based on values. He is a professor of human resource development, entrepreneurship and social innovation at the University of Barcelona (UB). He has extensive experience in business humanization consulting. He studies and promotes the Triaxial Values ​​Intelligence, which includes the components of ethical, pragmatic, and emotional-generative axes. He is also a strong believer in the role of love, trust, and coherence that underpins his triaxial model of values.

[1] The authors wish to thank Mrs. Keren Dolan for a speedy quality copyediting as well as insightful comments made on an earlier version of this paper.

References
1. Bao Y., Vedina R., Moodie S., Dolan S.L.,   (2013) The relationship between value incongruence and individual and organizational well‐being outcomes: an exploratory study among Catalan nurses, Journal of Advanced Nursing, Vol 69 (3): 631-641
2. Dolan, S.L., (2020) The secrets of coaching and Leading by Values. London. Routledge.
3. Dolan S.L., (2016) “Reflections on Leadership, Coaching and Values: A framework for understanding the consequences of value congruence and incongruence in organizations and a call to enhance value alignment”, The Study of Organizations and Human Resource Management Quarterly, Vol 1(2); 56-74
4. Dolan S.L., (2011) Coaching by Values; How to succeed in the life of Business and the Business of life”. iUniverse.
5. Dolan S.L., (2007) Stress, Self-Esteem, health and Work. London. Palgrave-Macmillan
6. Dolan S.L., Arsenault A., (1980) Stress, Santé et Rendement ay travail. (préface par Hans Selyé) ERI, Université de Montréal.
7. Dolan S.L., Arsenault A., (2010) Stress, estime de soi, santé et travail. Quebéc. PUQ.
8. Dolan S.L. García S. Diez-Piñol M., (2015) Autoestima, estres y trabajo. Madrid. McGraw Hill
9. Dolan S.L. Garcia S. Richley B., (2006) Managing by Values: A corporate guide to living, being alive and making a living in the XXI century. London. Palgrave-Macmillan.
10. Dolan S.L., Raich M., Garti A., Landau A., (2020) “The COVID-19 Crisis” as an Opportunity for Introspection: A Multi-level Reflection on Values, Needs, Trust and Leadership in the Future, The European Business Review, April 6, 2020
11. Garcia, S (2018). Inteligencia de Valores: un buen paso hacia dentro y tres hacia delante. Alicante: ECU.
12. Garcia S., Dolan S.L. (1997) La dirección por valores. Madrid. McGraw Hill.
13. Garti A., Dolan S.L., (2019) “Managing by Values” (MBV): Innovative tools for successful micro behavioural conduct”, The European Business Review, November 25
14. Garti A., Dolan S.L., (2014) Children’s Gamification and Storytelling as Tools for Understanding and Instilling Values: A Guide for Coaches, Educators and Parents in the Use of ‘Value of Values’ and ‘Magic Carpet and the Islands of Values’, ESADE Business School Research Paper No. 254 (https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2413816)
15. Lai,  J.,   Ma.S., Wang, Y., et al (2020) Factors Associated With Mental Health Outcomes Among Health Care Workers Exposed to Coronavirus Disease 2019, JAMA Netw Open. 2020;3(3) https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2763229
16. Lamiani G., Dordoni  P., Argentero P. (2017) “Value congruence and depressive symptoms among critical care clinicians: The mediating role of moral distress”, Stress & Health, Vol 34(1): 135-142
17. Pfefferbaum, B., and North, C.S., (2020) Mental Health and the Covid-19 Pandemic, The New England Journal of Medicine, April 13 (April 13, DOI: 10.1056/NEJMp2008017) https://www.nejm.org/doi/full/10.1056/NEJMp2008017
18. Rosenberg M. Society and the Adolescent Self-Image. Princeton: Princeton University Press; 1965.
19. WHO report (2019) Suicide: one person dies every 40 seconds https://www.who.int/news-room/detail/09-09-2019-suicide-one-person-dies-every-40-seconds

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“The COVID-19 Crisis” as an Opportunity for Introspection: A Multi-level Reflection on Values, Needs, Trust and Leadership in the Future https://www.europeanbusinessreview.com/the-covid-19-crisis-as-an-opportunity-for-introspection/ https://www.europeanbusinessreview.com/the-covid-19-crisis-as-an-opportunity-for-introspection/#respond Mon, 06 Apr 2020 09:55:56 +0000 https://www.europeanbusinessreview.com/?p=94113 By Simon L. Dolan, Mario Raich, Anat Garti and Avishai Landau The current period of misery and even despair surround us. It is perhaps an opportune moment to reflect on […]

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By Simon L. Dolan, Mario Raich, Anat Garti and Avishai Landau

The current period of misery and even despair surround us. It is perhaps an opportune moment to reflect on our lives and conduct as individuals, families, organizations and society in general. This short reflection has been written by practitioners and researchers who are concerned about values throughout the phases of our lives.   Over the years, we have developed a concept, a methodology and tools to help people understand what is really important in their lives. It is a mirror of the hierarchy of their core values and helps these people align the latter with their day to day activities, and ultimately leads to having a more meaningful and satisfying life.   When the 3E model of values was developed, it was not intended to be applied to an acute, emergency or life-threatening pandemic like we are witnessing nowadays. Based on years of research, the proposal advanced in all our books, articles and speeches around the globe is based on the following assertion: values (and specifically core values) are a far better predictor of our behavior than our needs. Still, we always state that in an emergency context, the understanding of needs (or perceived needs such as survival), will be more impactful to understanding our behavior then values.   This short paper is a first time attempt to examine the applicability of values in conjunction with our needs, to explain behavior and actions of ourselves and our leaders. We also reiterate the important role of the construct of trust, which we often label “the Value of Values” in the etiology of behavior.

In order to do this, the underlying presentation is based on the authors’ previous writings such as Dolan’s 3Es model of the three axes of values, complemented by Garti and Landau’s usage in Families, and Raich et al’s vision of the future. It allows to observe the proactive leadership style and behaviors at different levels ranging from micro settings (individuals, couples, families) to macro settings (organizations, communities-societies and even countries). The Coronavirus pandemic enables introspection across levels, across sectors and across cultures. No doubt that its implications will remain with us for a very long time. So, let’s see what we observe and the lessons that we can already learn.

Let’s begin with understanding the underlying model of values. The triaxial model of values was first introduced in 1997 (Garcia and Dolan, 1997), refined in 2006 (Dolan, Garcia & Richley, 2006) and fully developed and described in 2011 (Dolan, 2011). The model was articulated over the years based on rigorous empirical research and validation in over 20 countries (Dolan et al, 2013).   Since then, the model was coined Dolan’s 3Es triaxial model of values (hereafter 3Es). Multiple scientific papers and thousands of workshops as well as certifications world-wide, lend support to the concept, the methodology and the tools proposed (see recent books: Dolan, 2019, 2020). The essence of the 3Es triaxial model divides the entire universe of values, into three Axes (which are interrelated in a specific configuration).

  • The Economic-Pragmatic Axis (called the Red Axis) embeds values that connect values important to our achievement of specific goals be they individual, couple, family, organization or societal. This axis includes values such as: influence, planning, consistency, resilience, flexibility, productivity, efficiency and the like. The key question is to what extent we know our core values in a conscious manner (as a person) and to what extent we share them as a couple, a family, an organization or a society.
  • The Social-Ethical axis – (called the Blue Axis) embeds values that connect values important to our relationships as individual or as a collective. This axis includes values such as: friendship, honesty, collaboration, family relationships, and the like.
  • The Emotional-Developmental axis (called the Green Axis) embeds values that connect what is important to us as humans or as a collective who seek to keep on learning and developing as well as self-actualizing during our lifetime. This axis includes values such as: initiative, creativity, open-mindedness, joy and the like.


“Values are people´s motivators. For most people they are unconscious motivators.
However, in highly successful organizations, or healthy families, each member is aware of their personal values and how these relate to the organization/family value system”
– Garti & Dolan (The European Business Review, 2019)

Based on values, culture reengineering processes were developed in organizations and communities and tested in several countries. Since 2010, and following certification of consultants, coaches and leaders, the applications were used in various sectors and contexts ranging from families, sport teams, virtual teams, high tech companies, military organizations, educational settings and many more via a process that we call co-evolution (see for example: Dolan et al, 2018). The accumulated wisdom suggests three sets of conclusions:

1) That the 3Es model of values, and more specifically when we focus on core values, is an asymmetrical model; this means that some axes are more important to individuals or a collective of individuals than other axes.

2) In order to successfully and sustainably navigate throughout the stages of our lives, we need to have a minimum percentage of core values of each of the 3 axes; an absence of a value on any of the axes will not allow us to function well across time as individuals or as a collective.

3) The model can be applied equally to any type of setting or relationship, be it a couple, a family, a team, an organization or a society. The key to having an enjoyable, healthy and productive life depends on our understanding of what is important to us (bring it from the unconscious level or the implicit level to the conscious and explicit level). We must ensure that it is aligned with our definition of “success” and the audience for whom we function (family, team, organization) as well as the extent to which we are aligned and share values with the others with whom we interact (more detail in Dolan, 2020).

Having explained the generic part of the 3Es model, let´s place the Coronavirus event in the middle of the Triaxial model, and examine it from the three angles. This will allow us to introspect on where are we today and how it will affect our lives in the aftermath of the Coronavirus.

Most people are so busy running so many errands that they have no time to stop and think whether they are doing the right things. We are so used to doing whatever we do, that we really don’t think twice about the “why”. This is especially the case when we are in our comfort zone (Raich & Dolan 2008), or perhaps think that we are eternal. The real reflection occurs when we are in crisis.   Crisis at the individual level (i.e. serious disease, serious accident, sudden loss of a job, marital and/or family breakage, romantic or terrible disappointment and the like). This can also happen at the organizational level (i.e. being denied a top position, closing of a company due to mergers or acquisition or simply declaring bankruptcy).   Now it is occurring at the societal level; in fact, it is occurring at the global level. The Coronavirus is by all accounts the greatest threat to societal order (economic, emotional and ethical) and to personal life in the last 300 years.  

Let’s delve a bit more into the world of values and the Coronavirus but let´s examine it one level at a time.

 

At the personal level

The Coronavirus crisis is an opportunity for personal soul searching, for analysis and reflection: what have I done today? Did I succeed in whatever I did? What is the true meaning of success to me? How can I strengthen the areas where I feel I am succeeding? What do I want to do differently?

Examine these points through the three axes. What do I want to achieve in my life and how (the Red axis)? Why is it important for me to achieve these things? Is it for emotional-personal reasons? If the answer is yes, then perhaps the leading axis is the green one. Will achieving these things help me with my self-image? If this is the case, it’s important to ask myself why I need to achieve them to reinforce my image. Is it important for me to achieve these things for my own development? Does it fulfill me? If so, the green axis is even more dominant.   By contrast if my reflections center on what is the extent to which I become independent financially or economically so that I will not have to worry about economic survival it´s another angle. Do these goals align with my relationship, with the blue axis, or maybe they are in conflict with them? I should check which axis is more important to me and why. What are the relationships that matter to me and what values lead me when managing them? Am I satisfied with the way I run them? Do I want to do something different?

During this crisis we recommend personal observation which will allow you to accurately understand the core values in each axis and the relationship between the axes. Is one axis intended to help fulfill the values in another? Are the axes in conflict? If so, how can things be managed differently? We recommend using all tools developed to work with the triaxial model to allow this observation (Dolan, 2011, 2020; Garti & Dolan, 2019).


At the couple level

The Coronavirus crisis can be an opportunity to examine whether we succeed as a couple. What are the common areas, conversations, mutual support and collaboration that make our couple relationship successful? Where do we succeed and how can it be strengthened? How do we survive as a couple?

In addition, it is an opportunity to examine the values in our relationship that we would like to preserve. What values in the blue axis enhance our relationship and what values are missing? Does our relationship have compassion and cooperation? Do we feel affectionate in our relationship? Is our relationship managed by the value of competitiveness?

On the green axis we will try to examine what are the core values. Are they passion, development, creativity? Are we satisfied with the values in this axis or want to change them?

On the red axis, we recommend exploring how we, as a couple, manage to achieve our marital goals. Are we aligned with our marital goals and the way we achieve them?

 

At the family level

The Coronavirus crisis is also an opportunity to examine the family’s strength, and how and where to strengthen it further. What tools and practices are needed to do that or perhaps create new tools and a more refined-shared family culture. How do we survive as a family?

Let us look at our family culture through the three axes. In the red axis, look at the values ​​that lead us to achieve results. Are we a family whose core values are ordered, perhaps saving? Maybe we are flexible? Do we persevere in what we decide?

In the blue axis, look at how we manage our relationships in the family. Are we patient with each other? Do we tolerate each other? Are we honest? Do we function well and do things together as a family? At the same time, do we allow each family member to preserve and manifest their own uniqueness?

On the green axis look at whether each member feels appreciated in the family. Does everyone feel psychologically safe in the family?

Nowadays, the whole family spends hours together. We recommend sitting down as a family activity and building the family values ​​map. Look at what the family needs to do to make changes and turn the map into a roadmap through which we live as a family. This is a great gift for every family.

 

At the organizational level

Corporations (in the private sector) are there to provide products, services, or solutions, with an end goal to also make money. This is embedded in the mission and vision of the vast majority of all companies. But the question becomes: how much profit do you wish to amass and why? The old paradigm (before the Coronavirus crisis) was that the more the better. It guarantees financial wellbeing to all stakeholders and probably wealth guarantees the long-term survival of the company.   The Coronavirus crisis shows us clearly that this is not the case. When the entire supply chain changes, your past or present economic success does not guarantee survival. The Coronavirus crisis may stimulate a philosophical reflection on why we need organizations/corporations. Do we need organizations to serve people and society, or do we need society (with its capitalistic rules and regulations as practiced today) to serve organizations?   The Coronavirus shows, perhaps, for the first time, that other values seem to be by far more important than economic values; in a crisis situation, health, for example, is by far more important than wealth. Additionally, it is the first time in history (perhaps) that agents in the health profession need to make terrible and difficult decisions about which patients they will try to save and which they will let die given the scarcity of resources. A terrible decision to make. It reflects societal, organizational and individual values that are tied to this most difficult decision. On the positive side, we see a chain of philanthropic activity with a magnitude that would have never occurred prior to the Coronavirus crisis. In this situation, economic considerations are placed lower on the hierarchy.   The contribution to the common need by some of the wealthy people/organizations in the world, shows care, camaraderie and compassion as core values (centered along the social-ethical axis,). Money and resources are channeled towards purchasing protective gear, accelerating research, and providing emergency shelters to the needy.   True, it is done in certain geographic areas where rich corporations operate, but the medium-term benefits will be to society at large. Every day, we hear stories of people like Bill Gates, Jack Ma, Mark Zuckerberg, and Amancio Ortega to name a few, who get on the bandwagon with their personal wealth. It is also a time to reflect on issues such as: what is our corporate social responsibility today, and which will we follow after the crisis. Medtronic, with headquarters in Israel, has decided for example, to give away its patent for producing respirators as a solidary act to enable the production of these devices worldwide. This is one of many examples that are being shared daily. Having business policies as usual is not accepted, and more and more organizations attempt to show that they are sensitive to the human needs. They are attempting to be more ethical, equitable, environmentally conscious, gender sensitive, and even more sensitive towards the poor, the sick, the old, the oppressed, etc. Similar considerations can be asked for a societal level which we summarized in Table 1.

 

Table 1: A synoptic table for the societal level 

Value Axis Key Question
Economic-pragmatic What’s important to our society’s economic goals and objectives?
Social-ethical What’s important to our society’s social fabric and ethical conduct?
Emotional-developmental What’s important to our society’s emotional and creative development?

 

On leadership, values and the embedment Spiritual axis

The Coronavirus crisis is also a real test to see how our political leaders manage the crisis. Leadership is all about followership.   The Coronavirus crisis shows the kind of leaders we trust and are willing to follow, and others we are not. It also shows the level of collegiality and the level of obedience. The Coronavirus crisis shows how the state manages the delicate balance between achieving efficient results (avoiding high rate of mortality) and intruding on personal privacy. It establishes the tradeoffs between what is more important: health or economy. To what extent leaders respect core democratic values, and what is permitted in the name of a health crisis. The Coronavirus crisis shows the many faces of good and evil governance. At the societal level, the Coronavirus crisis has been a real test to values such as brotherhood, voluntarism and other cherished values that are badly needed in times of crisis.  We have already mentioned in former writing that spiritual values surface much stronger during times of crisis. A leader who does not have the capacity to embed some of these values cannot inspire (Dolan, 2015, Dolan and Altman, 2012). The heart of society as well as the organization is the values that the leader instills. In fact, we argue that culture is nothing more than shared values. Our values are acquired during our education and become our invisible guides. They define the direction for our desires, behavior and actions. We should not forget, nonetheless, that values are contextual. The same value can have contradictory meanings in different contexts. For example, for some people “love” is considered a very important value (although we think it is more a need). Nevertheless, possession can be manifested in the name of love. It can be extremely negative and even dangerous, having little in common with the concept of unconditional love. Similarly, blind trust can be a recipe for disaster. History is full of examples of people trusting a leader blindly. We must be careful because we are good at fooling ourselves.

Culture is the soul of the organization or society in general. At the foundation of culture are system relevant paradigms: social, political, worldview, business, economy, and work. Culture is driven by strong beliefs and assumptions built on those paradigms. They are also strongly linked to the dominant world view and religion. They permeate the way of life, community, politics, education and even science.

Values come in next because real values are born of underlying basic assumptions and beliefs. They “ride” on them. Otherwise they are either wishful thinking or fake values. Values are in their essence, neutral. The context defines whether they are good or bad. Again, the message is that values are contextual.

People tend to respect the values which have direct consequences on their life, their wellbeing, or career. If the propagated values are in contradiction with their inner values, people tend to make trade-offs. The propagated values have to be confirmed and corroborated by the behavior of the leaders. On the other hand, if the values are aligned with their inner values it can generate incredible amounts of energy and lead to peak performance (Dolan, 2020).

Today the wrapping seems to be more important than the content. We like nice looking wrapping, but once we purchase it, we throw it away creating environmental problems. It has a mainly aesthetic purpose. Buying a wrapped object; its function is advertising, promotion and publicity. Most of the nice and impressive statements about vision, mission and values have the same purpose. They come from the same kitchen be it for organizations, corporations, politicians, or even individuals. We live in a world of reality shows and false promises, where impression is more important than truth. We are addicted to a superficial glittering world. This leads to fake democracies and wrong education. Maybe crossing the “danger zone” (such as the coronavirus) can help create a more human, sincere and honest civilization, where people will no longer accept all the falsehood and fake around them. Liran and Dolan talked about this corporate phenomenon in their paper entitled: Values, values on the wall, just do business and forget them all (Liran & Dolan TEBR 2016).

The expected paradigm shifts of economy and business have a big impact on our culture as well. Our culture will partially shift into the Virtual Reality (VR).  The Coronavirus is having an unprecedented impact on the events scene, but the virus doesn’t have to bring the industry to a halt. Virtual reality (VR) seems to offer a solution to the travel bans companies all over the world are facing and the restrictions on large gatherings that are being imposed by governments.

The impact on culture and quality of life is immense, in both directions: positive and negative. Part of our comfort zone is already and will be transferred more intensely to the VR. New forms of culture will be developed. For example, fictions can be experienced like real in the VR; we can have active parts in novels, movies etc. We will be able to dive into any historical period and observe it directly. Education will be free or at very low cost and accessible for all already in the digital form. Later on, in global virtual “schools” learners will drive learning, and the teachers will become guides, tutors, coaches and trusted experts in learning. Learning will be complemented by individual development of core competencies enhancing talent development. Education will encompass learning, deliberate skills training, and practice focused on talents[i]. Students will be able to explore how the chosen domain of expertise may affect their life and try different options to find the most suitable in VR.

All these dramatic changes affect our comfort-zone. The “growth and greed” capitalism seems to be coming to an end. Because of the claim that free markets are tightly linked to democracy, our democracies are also affected. Democratic systems are running out of steam. Global economic crash is constantly looming because of the astronomic debt of all economies. All this leads people to yearn for past greatness. Maybe it is also a symptom of the aging populations in the leading countries.

We argue that the next 20 to 30 years will lead the world out of the historical comfort zone towards a future still widely unknown. As this will lead to economic, political and social turbulence and increased anxiety in people. We hope that the terrible experience of the Coronavirus pandemic will alert political leaders to carefully consider the path to mere economic growth. It will be a real challenge for governments, business, education and all of us. It requires a multidisciplinary and systemic approach with a view towards the future. We need to write, and dream about a positive state of the future which considers the three axes of values as the underlying paradigms and contrary of the past, not allow the economic axis to dominate all actions (Raich et al 2014).

Culture is the way we see the world and behave accordingly.
Culture is the soul of the civilization, the society and the organizations.

Spiritual values may be an interesting bridge to connect all classes of values. A hybrid of need and spiritual value; perhaps the concept advocated by all spiritual gurus in all religions and spiritual movements is the concept of love. We refer to love in form of a universal and unconditional state. Likewise, we argue that another meta value is the concept of trust.   Think about it. If at any society, at any organization, in any family there is a real sharing of unconditional love and unconditional trust, what else do we really need in order to feel part of something important? On the top of it, if we are conscious of our triaxial model of economic, emotional and ethical values, we become part of the universe and our daily conduct is hyper aligned (Dolan, 2020).

Some believe that nature as a whole can be considered as spiritual values. The Universe contains intricate organization at every level from the atom to the galaxy. The biosphere of our earth contains countless organized entities, and every day there is something new under the sun. From the womb of Nature has come sentient creatures who care, who value.  Around these creatures is this rich world capable of meeting needs and desires.  Is all this an accident, per the physicalist or the result of design, per the theist, or the result of something quite different than those polar positions have imagined? Nature is seen as an essential part of the universe and thus should not be interfered with. In an interesting blog, Schenk suggests that “Whatever “value” is, it arises from and is a part of Nature’s ability to self-organize and to create complexity, including conscious, intentional, and valuing beings such as our selves.   Ultimately, Nature is responsible for creating both the being that values and the things that satisfy the wants and desires of this being.  From this fact, we can deduce that this “creative” activity of Nature is the progenitor of all value.   Nature is the origin of value – and thus finding value in Nature is not merely a matter of taste, but a matter of fact” (Schenk 2020)In this sense, futurologists and other scientists claim that the Coronavirus, might have occurred because the advanced technological society is really interfering with natural ecosystem. They call our attention to the fundamental need to shift paradigms in the Cyber-Age economy in order to restore the universal values-order. This includes the following shifts:

  • From focus on (infinite) growth towards sustainable transformation and innovation
  • From focus on profit towards a balance of profit, life quality and social good
  • From fear of technology towards collaborative intelligence
  • From having towards becoming and being
  • From representative democracy towards authoritarian regimes
  • From control towards mutual tolerance, trust and respect
  • From strategy towards TrAction, which is a new concept to replace the traditional strategy (Raich et al, 2020 -forthcoming)

 

The Coronavirus Crisis: Needs vs. Values

Needs and values are indeed highly interconnected. Both are connected to the things we care about. There will be times, in your process of gaining a deeper understanding of another person, when it won’t be important to distinguish whether you’re exploring a need or a value. But there is an important distinction between the two: needs tend to be very similar for all people, whereas values tend to be highly individualized. However, needs might have some sort of hierarchy for which when our survival is at stake; they supersede our values. Needs, nonetheless are mostly chosen for us by the physical environment (breathing, eating, drinking for survival). Values, by contrast are chosen by us.   Needs and values show themselves in a variety of ways. Each has some characteristic patterns that make it possible to distinguish one from the other, even in an acute situation as the Coronavirus crisis.

 

Why Trust is the “value of Values” and more specifically during the Coronavirus virus crisis?

“Trust takes time to build, it can be lost in a fraction of a second and is very difficult to restore!”

Trust is the mother of all values. All relationships are based on mutual trust. Trust is the fundamental condition for cooperation, collaboration and partnership. Trust may also be dangerous, because not all people we trust are trustworthy and may deceive and betray us. Thus, one should be careful who we want to trust.

Trust is the belief we have in another person or in an institution. It is the core of the relationship. Experience can reinforce trust, but false promises not only undermine, but destroy trust. Lost trust is difficult to restore and sometimes even impossible. Therefore, it is the highest social good. Genuine trust must be earned. People trust leaders more by their actions than their words.

There is no doubt that we live in times of high uncertainty. This is the time that we need to follow our leaders be they our family leaders (at home -family), our corporate leaders or of political leaders. This is the time when we need to change (or even transform attitudes, behavior, and daily activities) to the extent that we have never seen before. We do it as followers only when we have trustworthy leaders. Trusting parents will provide the safety and security that children need, trusting our health professionals will provide the confidence in placing our bodies in their competent hands, and trusting our political leaders is critical in changing behaviors such as social distancing, having a protective mask, or staying at home. Trust, as we have mentioned in all our writing is a process that takes times to build but could be lost in a fraction of a second. This is the real moment to examine who we trust in times of uncertainty, who we are we willing to follow. We are not certain that we trust our leadership in handling the Coronavirus crisis (except perhaps the ones in China, Korea and other odd countries), which takes a huge toll on our physical and emotional wellbeing.

We place our trust (and hope) in our scientists and in our collective intelligence that is manifested across borders and frontiers. We are certain that a real solution to the Coronavirus crisis will be found. History indicates that real breakthrough innovation comes from the sharing of trustworthy and reliable scientific information and from global solidarity.  The value of solidarity is the key to true collaboration. When one country is struck by an epidemic, it should be willing to honestly share information about the outbreak without fear of economic catastrophe – while other countries should be able to trust that information and should be willing to extend a helping hand rather than ostracize the victim. Today, China can teach countries all over the world many important lessons about Coronavirus, but this demands a high level of international trust and cooperation. Recently, an amazing collaboration was set up between doctors in Spain and doctors in China (all work is in real-time with the help of volunteers that translate back and forth on a platform that was created see: https://covid19alliances.com/). Early results seem to be very promising. Perhaps the best manner to conclude this paper is by paraphrasing to say:

IN TRUST WE TRUST.

 

Conclusions

The world before Coronavirus and after cannot be the same
                                                                      – Goldin & Muggah (2020) 

Values act as a compass to follow the direction we have chosen. If we want to have a chance to cross the ‘danger zone’ we need to initiate a value shift. We need to move from growth towards care and responsibility; from confrontation, egocentrism and conflict towards empathy and partnership; from profit towards the quality of life. We also need to redefine the quality of life as allowing a decent life and making it accessible to everybody worldwide. The overall shift needs to convert a path from the materialistic towards spiritual values. Here are a few interesting points for reflection:

  • Care and responsibility for nature and the eco-system becomes a must if we wish to stay alive on this planet. It will require sustainability, a zero-waste attitude, and a shift away from cheap mass production and the throw-away mentality.
  • We will need to deploy all the creativity and entrepreneurship we can get to implement creative solutions developed globally for the threats in the ‘danger zone’.
  • Once we have crossed the danger zone, the next direction will be the development of the Meta-Mind-Society leveraging cyber technology for the good of humanity. For this purpose, we will have to focus on futurizing thinking and humanizing work while fostering collaborative intelligence (Raich et al, 2019). We will need to create concurrent direction and action. Similar to the creation of the UN following WWII, perhaps we will need to establish a Global Ethical Council to act as a ‘global conscience’ for the direction and progress of our journey across the danger zone and later on our progress towards the Meta-Mind-Society. This council will also have the task of developing recommendations and policies to prevent the abuse of future advanced cyber technology by powerful lords, organizations and cyber criminals, as well as cyber entities based on advanced AI getting out of control. A cyber virus can become indirectly as vicious and deadly as the Coronavirus.
  • The arts and the special media have to play a particularly important role in our journey across the danger zone and later on towards the Meta-Mind Society, spreading the message and creating role models to follow.
  • Education will have to raise the awareness of the young generation and leverage their creativity to get creative solutions.


It is time to look forward to the emerging future. To the time after the peak of COVID 19 infections i.e. the time of de-escalation of the harsh protection measures. It will take some time before we will be out of the state of emergency. We still don’t really know what the new “normal” will look like. This pandemic has shaken the foundations of the globalized world. We cannot exclude the possibility that we will be in completely different economic, social and even political circumstance. Therefore, it is also time to start preparing for a new world.

It appears that the Coronavirus pandemic may return next fall. We hope that an effective vaccine (and treatment) will be found before. None of us (individuals, couples, families, organizations and societies) wish to re-live it. This pandemic is a proxy for other disasters and threats that will most likely come up.

  • In the next decade over a billion young people will enter the labor market and many of them be will be trained but unemployed. Large numbers of young people face a future of irregular and informal employment according to several predictions (see for example – Trading economics Forecast 2020-2022). At the same time technology development, in particular automation, robotics and AI will affect many professional activities and reduce the number of jobs requested.
  • Climate change will force hundreds of millions of people out of their homes worldwide.
  • Polarizations across most countries will continue to rise leading to a weakening of social cohesion and the creation of dangerous tensions and conflicts. The number of armed conflicts, and the arms race between the countries, in particular if the global and regional power continues to grow. In hindsight, the Coronavirus pandemic may look like a dress rehearsal for the management of multiple simultaneous global crises.


Whilst several Asian countries have managed the Coronavirus pandemic quite well, most of the affected countries struggle, and the international institutions failed to manage the downside risks generated by the globalization. The world is forced to find a vaccine for COVID 19 to avoid massive disruptions for years.

The Coronavirus pandemic is a comprehensive crisis encompassing health, financial- economic, social and human crisis.

 

Final note:  The Lessons learned

At the Micro level (Individuals, couples, and family)

  • We need to have r values in place and test the extent to which we share them way before a terrible crisis emerges.
  • This way contingency and proactive plans can be prepared in advance at all these levels. We can see a surge in coaching that help people, couples and families reexamine their goals and objectives, challenging if the latter are realistic, and helping them set up plans to align daily behavior with the objectives, and easily switch behavior in case of a severe crisis. It is a worthwhile investment. The end results of this type on introspection is a way to develop life more consistent with what is really important.
  • Three things will be changed forever following the pandemic: the way they think, the way they relate to each other and the way they think about what they value (Kruglanski, 2020)

 

At the Macro Level (Organizational, community, state or the world)

  • We need to loosen the dense global connectivity on all levels to reduce the number and intensity of dangerous systemic risks. At the same time, we need to reinforce the role of international institutions in global risk management.
  • Countries need to be better prepared for big and global crises. Priority of sustainability over infinite growth.
  • Life sustaining production needs to have a back-up in the country and not rely only on the global value chain.
  • The healthcare industry needs to be re-evaluated in view of global disasters and pandemics. Shift priority from profit towards real life saving.
  • In a national or global crisis people turn to strong leaders. Autocratic countries seem to deal with crises better. Democratic countries need to develop ways to enable temporary strong but trustworthy leaders to take over, without invading the freedom and privacy of individuals.
  • We need to get prepared to cope with a dramatic economic crisis due to a disaster like the pandemic, which can lead to a reduction of more than 10% of the global GDP. Basic income in some form may be part of the solution. Maybe we need a global Marshall Plan?
  • Global risks require global solutions to get a comprehensive response. Globalization can transform global opportunities to global risks and threats. The way we deal with the threat created by the Coronavirus pandemic shows whether we are ready and able to handle a global threat.


The collateral disruptions created by the Coronavirus pandemic will shape the world for the next decades. They are manifold, life losses, disrupted partnerships and families, vanished jobs, bankrupt businesses, structural disruption and weakening of social cohesion, and last but not least failed trustworthy leaders. Future post Coronavirus leaders will face two critical challenges: futurizing and humanizing (Morgan, 2020).

Despite the many negative effects of the Coronavirus virus on our current and future lives, there are also some positive effects. Ism & Leyre, (2020) proposed in their article “16 ways Coronavirus may change the way we look at the world, and Fortwengel (2020) insist on 3 ways the crisis will have permanent effects: (1) Business travel considered critical before will significantly diminish (2) Flexible working arrangements and virtual work will become more habitual (who says that we need to go to a place called work), and industry will start to seriously prepare for disruption pressures that will come from both the demand and supply side. At the risk of being a bit naïve yet based on data we have accumulated at the Global Future of Work Foundation over the past several years (www.globalfutureofwork.com) , we wish to conclude this paper with some positive predictions in the aftermath of the pandemic :

  • There will be a marked shift towards digital technologies in business and education, e.g. virtual conferencing, workshops, and home office for work and home-based education.
  • There will be an accelerated push forward towards intelligent collaboration of humans with smart machines in order to come up with rapid solutions to pandemics and other crises.
  • It seems that there is a re-discovery of direct human contact and communication on the phone or over the digital channels.
  • There will be more production on-site, on-demand customized using 3D printing and related technologies.
  • There will be an expansion in the creation of digital ownership, i.e. algorithm-based recipes and solutions.
  • There will be a concentrated global effort to cope with the highly uncertain future.
  • There will be many more scholars, visionaries and even political leaders who will start to seriously consider future oriented thinking and action in an uncertain environment.


According to Sneader and Singhal (2020), in a paper published in the Mckinsey & company, the coronavirus is not only a health crisis of immense proportion – it’s also an imminent restructuring of the global economic order. The Coronavirus disrupting effect may constitute shock transformation that will have a permanent (we hope) effect on our core values, on our definition of success and happiness, on our enhanced global concerns (the ecosystem, poverty, immigration, or others) and on the search for a better global solution that will protect us all.

The authors wish to thank Mrs. Keren Dolan for a speedy quality copyediting as well as insightful comments made on an earlier version of this paper. 

About the Authors 

Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). Prof. Dolan used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 75 books on themes connected with managing people, culture reengineering, values and coaching. His full bio can be seen at: www.simondolan.com  Contact him: Simon@globalfutureofwork.com or simon.dolan@esade.edu

Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy www.emeritacademy.com ), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business and work. Contact: Mario@emeritacademy.com

Anat Garti is a social psychologist, couple and family therapist, management consultant, and a coach. She has recently obtained her doctorate from the University of Haifa. She is the chief psychologist of the Israel Values Center: (www.values-center.co.il) . Contact her: anatgarti@gmail.com

Avishai Landau is a certified coach and trainer in “Leading and coaching by values”.   He is the founder and CEO of the Israel Values Center (www.values-center.co.il). He has over 30 years of experience in various senior executive positions at some of the leading corporations in Israel. Co-author of several books on leading and coaching in Hebrew. Contact him at: mbv.org@gmail.com

 

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The Cyber-Organisation and the New World of Work: Advocating a twin governance and collaborative intelligence solution to overcome a constant disruptive business context https://www.europeanbusinessreview.com/the-cyber-organisation-and-the-new-world-of-work-advocating-a-twin-governance-and-collaborative-intelligence-solution-to-overcome-a-constant-disruptive-business-context/ https://www.europeanbusinessreview.com/the-cyber-organisation-and-the-new-world-of-work-advocating-a-twin-governance-and-collaborative-intelligence-solution-to-overcome-a-constant-disruptive-business-context/#respond Wed, 25 Mar 2020 14:55:15 +0000 https://www.europeanbusinessreview.com/?p=93080 By Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo This paper explores the concept of the cyber-organisation and, in particular, the so-called cyber-enterprise and its functionality in a […]

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By Mario Raich, Simon L. Dolan, Dave Ulrich and Claudio Cisullo

This paper explores the concept of the cyber-organisation and, in particular, the so-called cyber-enterprise and its functionality in a business context that is constantly generating disruption due to rapid technological advances and a shift in the definition of work. The cyber-enterprise is, and will be, operating in this fast-changing context driven by artificial intelligence. We argue that cyber-reality will change the fundamental roles of all stakeholders, be they employees, suppliers, customers, investors, partners, associations or governmental agencies, and will require corresponding changes in the governing bodies of organisations. Today, we are living in a world in transition and transformation(1). There are three powerful converging megatrends that may explain the shaping of the new world of work: globalisation, digitalisation and creation / destruction. Add to this the rise in cyber-reality, artificial intelligence (AI), global connectivity, as well as hybrid reality, hybrid work and business entity, and, finally, new, disruptive technologies like quantum computing, blockchain, neurotech and robotics, and you will understand that a new form of cyber-organisation is emerging. It is not a luxury; it is a vital necessity in order to survive and sustain business. We propose a new structure of twin boards to deal with this new business environment strategically and operationally.

 

Beyond contexts related to business, we are also facing global challenges threatening our sheer existence: demographics and global migration; environmental deterioration through global pollution; climate change; asymmetric conflicts and wars. Other contributing factors that are shaping, or will shape, the cyber-enterprise include the emerging new “Intelligent Internet” (including the Internet of Things), combined with machine learning, mobile technology and new technologies encompassing people, artefacts and cyber-entities (CE)1, which is on the way to becoming the first autonomous cyber-entity existing and acting in hybrid reality.

Beyond digital reality, a new, much-more-potent and disruptive revolution is surfacing: cyber-reality (CR). Cyber-reality is a powerful configuration of elements from digital reality, augmented reality and virtual reality. Together with artificial intelligence (AI), it will lead to a far more radical transformation than anything we have seen before. In fact, digitalisation is just one step, albeit a necessary one, in the transition towards virtual reality (VR). The progress of VR is tightly linked to the development of computer technology and artificial intelligence.

The radical changes in business environments occurring as a result of the rise of cyber reality and advanced AI are causing a totally new design of the enterprise, including structure and governance. We argue that a new form of corporate governance is emerging (or perhaps needed), based on the twinning of more-traditional executive boards with a replica of the coronation in virtual reality.

Adding to this complexity are new forms of higher education which are becoming a core part of cyber-business development. Education has become strategically important and will definitely move to the corporate board level. In a recent paper, we asserted that the design of lifetime education is essential for the Cyber-Age, and it is based on four pillars: learning, research and design, development and deployment(2).

The new generation joining the workforce and entering the markets is highly “cyber-savvy”. Social and professional life are shifting increasingly into virtual reality. People need to be willing and able to coexist, live and work side by side with smart machines and cyber-entities, creating collaborative intelligence.

To prepare for the big transformation ahead, we need to understand what is happening right now, what is on the horizon, and how and where all this will shape the cyber-organisation and its corresponding governance. Since transformation is already in effect, we wish to alert the readers that there are issues that need to be dealt with immediately (here and now), while other important issues can be left for the future2.

A large part of the human population lives and works extensively in hybrid reality, composed of “our reality” and cyber-reality. With virtual reality becoming seamless with “our reality”, the boundaries between the different realities are increasingly blurred.

Today, we may wonder how it is to live and work in a world characterised by permanent transitions, where highly smart cyber-entities are present as companions of humans. Make no mistake; this type of world is not far away; smart cyber-entities are already supporting people throughout the day, at home and at work, in politics, in the arts, in science and technology, in education, in entertainment, in “our reality” and in cyber-reality. Cyber-reality consists of digital, augmented and virtual reality.

Coexistence and collaboration have become an integral part of human civilisation. Robots and smart machines are taking care of a significant proportion of manual and administrative work. A large part of the human population lives and works extensively in hybrid reality, composed of “our reality” and cyber-reality. With virtual reality becoming seamless with “our reality”, the boundaries between the different realities are increasingly blurred. Moreover, the new spatial Internet based on highly sophisticated AI and advanced VR leads to a plethora of private and corporate communication networks with restricted access.

Imagine, in a not-too-distant future, situations where some people have physical and mental abilities way beyond the rest, simply because they have augmented their competences, thanks to advanced technologies and techniques. The mentally enhanced humans are considered to be the intellectual elite, with coaching and mentoring duties towards the rest of the population. They create the talent pool of scientists, technicians, engineers, future researchers and future designers or even spiritual leaders. Imagine how social and professional life will shift into virtual reality. By the same token, crime and wars can also occur in this virtual reality. In countries ruled by powerful lords, advanced technologies permit control over the citizens.

 

Reality or imagination

Digital reality has already made big inroads into all domains of our life. Augmented reality is expanding fast in gaming, education and business. The market for augmented reality is expected to be worth $61.39 billion by 2023, growing at a 55.71-percent compound annual growth rate3. Virtual reality is establishing its presence in many industries in a number of ways, such as experiences and business processes4.

So, we are witnessing different elements of new forms and structures of organisation that are unfolding: the so called “cyber-organisation” or “cyber-enterprise”. Once fully developed, these will be very different kinds of organisations. We do not argue that all organisations will become cyber-organisations, as we will most likely see a mix of traditional forms side by side. Some organisations will be relatively stable, such as those in charge of infrastructure, but there will also be those who will constantly be adjusting in a highly automated environment, and these will struggle to satisfy the growing and changing needs, requirements and wishes of its multiple stakeholders. They will have a structure that is highly nimble and agile, creating and driving new markets in the hybrid reality as a substitute for, or an addition to, the more traditional markets.

Many working activities will be executed collectively by highly sophisticated, AI-based entities (machines and robots) in a joint effort with humans. Technology will accomplish routine, standardised tasks that are often seen as repetitive. Humans will spend their working years performing a mix of productive, creative and educational activities. An increasing part of work and education will be shifting into cyber-reality, in particular virtual reality.

 

Re-examining AI and CR: Taking a closer look

If we look at the world today, waves of new applications which employ artificial intelligence are being introduced across all spectrums of life – work, business and leisure.

People are using various AI applications in daily activities and work tasks without even being aware of them5. Research by McKinsey has gone as far as describing AI as contributing to a transformation of society “happening ten times faster and at 300 times the scale” of the Industrial Revolution6. Several authors see AI as the new driver of growth.

Purdy and Daugherty argue that AI has the potential to overcome the physical limitations of capital and labour, and open new sources of value and growth7. A report entitled “How AI Boosts Industry Profits and Innovation”, published by Accenture Research and Frontier Economics, claims that AI technologies have the potential to increase productivity by 40 percent or more by 2035. Accordingly, they will increase economic growth by an average of 1.7 percent across 16 industries, with information and communication, manufacturing and financial services leading all industries8. In the same vein, Columbus, in an article published in Forbes magazine, claims that artificial intelligence will enable 38-percent profit gains by 20359. Profitability will be noticed mostly in education, accommodation and food services, as well as the construction industries.

AI is already enabling a wave of innovation across many sectors of the global economy. By and large, it helps businesses use resources more efficiently.

The number of AI applications and AI start-ups is continuing to grow. AI is on the way to becoming omnipresent in our world, and we are increasingly dependent on functioning AI applications.

A McKinsey article entitled “Global AI Survey: AI proves its worth, but few scale impact” looks at AI adoption across industries, regions, and capabilities, and the research bears out the instincts of those early movers10. Healthcare is emerging as the prominent area for AI research and applications. According to a 2016 report from CB Insights, about 86 percent of healthcare provider organisations, life science companies and technology vendors to healthcare are using artificial intelligence technology11. Healthcare AI start-ups have raised $4.3bn across 576 deals since 2013, topping all other industries in AI deal activity12. Bioz, for example, has developed advanced AI that reads and understands life science articles, helping researchers to accelerate the discovery of cures for diseases and the development of new treatments and medications13.

The number of AI applications and AI start-ups is continuing to grow14. AI is on the way to becoming omnipresent in our world, and we are increasingly dependent on functioning AI applications. A recent Siemens report entitled “Unlocking the potential of digitalization”15 shows the growth of various forms of AI and its increase between 2014 and 2019:

  • Autonomous robots: 31% increase (from 3,582 to 3,927) (including self-driving vehicles)
  • Digital assistants: 30% increase ( from 2,175 to 8,075) (e.g., Siri, automated online assistants)
  • Neurocomputers: 22% increase (from 1,590 to 4,685)
  • Embedded systems: 19% increase (from 877 to 2,095 (machine monitoring and control systems)
  • Expert systems: 12% increase (from 7,055 to 12,433) (e.g., medical decision support systems, smart grid)

 

In addition, we can see AI and CR converging16. Future progress depends very much on the development of ICT, but also on new technologies, like photonic computers, quantum computing and Web 3.0 (which may well be the spatial web17). According to CB Insights18:

  • AI applications begin to go beyond the focus on narrow tasks, moving towards general AI.
  • New techniques for the creation of AI applications are being invented. For example, deep learning is getting a makeover, thanks to capsule networks.
  • The effect of AI is increasingly entering into the activities of white-collar workers, such as lawyers, consultants, financial advisors, journalists, traders, and more.
  • China is catching up fast with the United States in AI development. In some areas, China already has the lead.

Nevertheless, it will take a while before we see fully fledged cyber-organisations in a hybrid world.

 

Applications of Cyber-Reality (CR)

CR is being used in different industries, such as finance, healthcare, architecture, construction, manufacturing, retail, tourism, transportation (air, water, land, outer space), mining, etc. For more, see overviews of applications19. Obviously, the development of CR is tightly linked to the progress of AI. VR is being deployed in different areas of business: procurement, production, R&D, innovation, HR, marketing and sales, etc. Here are a couple of examples:

  • Virtual and augmented reality is creating innovative methods in healthcare for treatment and training, and for the collaboration of doctors. Shafi Ahmed, Professor of Surgery and Associate Dean at Barts Medical School, has based his efforts to solve the huge global shortage of trained surgeons on merging the world of medicine, global education, and virtual and augmented reality to democratise and scale surgical education, so as to make it affordable and accessible to everyone, using the power of connectivity to allow equitable surgical care20. See also a list of top healthcare VR and AI start-ups21.
  • Researchers at Nvidia22 have taught artificial intelligence systems how to generate and detail new virtual cityscapes, by training neural networks on real video footage23.
  • At AImotive24, self-driving AI is learning to drive almost entirely in a virtual world. The company is doing 90 percent of its testing in virtual reality25.
  • eXp Realty is the largest residential real estate brokerage by geography in North America. eXp Realty has 11,000 agents (and counting), who connect through a virtual office reminiscent of the massive online multiplayer game Second Life26. Inman27, the industry’s leading source of real estate information, is calling eXp Realty28 one of the most innovative real estate companies in the world.

In the next couple of years, we will most likely see the biggest progress in applications based on augmented reality. In this way, people will bring VR into their daily and working lives, preparing for its deployment across the entire spectrum of life and business. We will see many specific VR applications for conferences, the gaming industry, the movie business, the travel industry, education, etc.

Nonetheless, the biggest progress is anticipated in human-machine collaboration, where the two sides will complement each other. This will open the way for future enhancements of human capabilities based on sophisticated AI, neurotech, biotech and gentech. Perhaps one of the killer sets of applications will reside within the fast deployment of VR, and research suggests that it will be implemented in the healthcare sector, helping to contain the cost explosion.

In an earlier article published in this journal,29 we presented a classification of the realities that we are facing or will be facing. Based on the different “realities”, multiple “hybrid realities” will be created. The full power of cyber-reality will come when virtual reality is seamless with “our reality”. This will be the result of the convergence of AI and CR.

 

So, what are the implications for governance and ownership?

A new form of organisation is emerging – the “hybrid organisation” – which operates simultaneously in several or all “realities”. Some areas of organisational activities are already shifting towards virtual reality, e.g. marketing, education and R&D. The cyber-organisation, therefore, focuses on providing solutions in the Cyber-Age. Each solution is a project, based on a digital solution, which becomes available later on a virtual platform. As challenges and solutions are far more complex, core members of the interdisciplinary hybrid project teams will be carefully selected and assigned to specific purposes. Additionally, ad hoc talents will support them across the globe. This new organisational species has also been called the Market Oriented Ecosystem (MOE), which evolves and melds the traditional holding company and multidivisional firm30.

 

What is the purpose of the cyber-enterprise?

The cyber-enterprise is a self-sustaining adaptive CR network of relations acting as an engine for multiple value creation. It has the capacity to produce and deliver the corporate promise (i.e. the creation of meaningful solutions, products and services, leading to multiple value creation). The form of the enterprise is based on value creation networks. The key issue is the ability to form networks and relationships by working on digital platforms and virtual networks within multiple ecosystems.

The digital value platform and, later on, the hybrid value network will be the most important structure of an organisation. This kind of structure allows for several contact points with the environment. The three most important will be marketing, sales delivery and procurement.

The cyber-enterprise represents the Zeitgeist of the Cyber-Age at its best31. Its sustainability is not based on stability of the structure and linear continuation of “more of the same”. It is the product of continuous change, transformation and innovation based on its agility, flexibility and rapid adaptation. Many cyber-enterprises are the outcome of unexpected, often disruptive changes. It is a model for future education, deploying the full range of learning, understanding, development, creative solutions for the future and, finally, implementation. It is constantly exploring and analysing a thousand possible futures, and designing its own – ever-changing – future as well. This requires the interlinking of many disciplines of knowledge on a global scale, with interdisciplinary teams composed of humans with enhanced abilities and cyber-entities using and leveraging technology on the edge.

The leading members of the cyber-enterprise can be called the “high priests” of the future, since they explore and design constantly, watching the context changes and in particular the emerging changes, their investigations supported by special exploratory platforms 32.

 

The challenge of governance in the cyber-enterprise

Due to the constant transformations in the business environment, strategic entrepreneurship is becoming a main driver of business. Permanent change, sometimes highly disruptive, requires a permanent adaptation of the strategic direction, sometimes even of the purpose of business.

Quick reaction and agility alone are not enough. Agility without strategic entrepreneurship can lead to wrong decisions. Therefore, strong business leadership requires a combination of strategic leadership and strategic entrepreneurship to play a major role in the executive board of directors. This means that “strategic twins”, or individuals with two core competences – leadership and entrepreneurship – will be indispensable.

This leads to the critical issue of getting a corresponding talent with multiple competences to run in parallel. As companies need more and more digital- and virtual-savvy employees, the question becomes whether just substituting senior executives with digital natives is sufficient, or whether perhaps it is risky, since the organisation is losing decades of precious executive experience. This is a real dilemma.

The solution to this dilemma, perhaps, is to create parallel boards (we call them “twin boards”) that will together maintain agility, future-oriented and responsible for the overall strategy. The two executive committees need to be working side by side. We argue that we will need, perhaps, one board consisting of young, high-potential executive talents that will oversee future business, and another board with senior executives in charge of taking care of the actual business
effectively and efficiently.

Future business means preparation for virtual-age technology, with corresponding innovative projects and initiatives, and start-ups. The actual business represents not only the generation of profits, but also securing the necessary funds for the creation and development of future business. In addition, the senior executives will also have the role of mentoring and coaching the members of the “future business board” in their talent development and executive decisions.

Adding to this complexity is the fact that business in the future will also be composed of AI entities working in tandem with humans. So, we may need to draw scenarios of collective intelligence in order to predict what is coming and aid the selection of the best paths and solutions. We are talking about joint governance of human leaders and intelligent digital and virtual entities. This joint governance will be based on blockchain principles. Blockchain is a peer-to-peer network, which distributes power among the different members, using technology. This means no single person or system can ever shut down the blockchain. It would require many users with serious computing power to run the blockchain down, and even then they might not be successful. Blockchain is robust and resistant to attacks and fraud, due to a distributed power system. The new form of corporate governance, therefore, will put an end to most of the administrative management work, as it will be delegated to AI entities34.

In other words, business in the future will need to have a structure on two levels: agile and transforming ongoing business, and at the same time preparing new business ventures for emerging and uncertain future business. This will have a deep impact on corporate governance and structure. It will require a double executive board, as we have suggested before, but with a different focus: one for existing business and one for future business. Each one will have its own budget, strategy and strategy implementation, business development and projects. But, at the same time, they will use a common corporate structure and have a common board of directors in charge of the entire corporate strategy.

The above proposal may lead to the creation and deployment of new business practices and the spreading of digital and virtual expertise within the corporation. In addition, it is a smart way to attract young, promising talent to the organisation.

Successful new business ventures can be incorporated into the running business, or become separate business units, or be spun off.

 

More about strategic twin governance

In the Cyber-Age firm, we will see at the strategic level core executive competences converging and creating what we call “strategic twins”: leadership and entrepreneurship, as well as management and business acumen. Recall that the main reason is permanent business transformation in hybrid reality. The operational part of the executive work will be increasingly done by cyber-entities. The top executives will have to take care of the transformational ability and readiness of the enterprise. The speed of transformation will vary in the different industries, and will from time to time be subject to unexpected disruptions. Only quick and adequate adaptation will allow them to survive and to thrive. The list of business challenges is growing: managing hybrid teams composed of humans, robots and intelligent programs; enhancing human talents; digital and, later on, virtual entities on the board and the executive committee; blockchain in governance; emerging new leadership competences, etc.

It is assumed that in the Cyber-Age, the economy and business paradigms will be shifting from a focus on growth towards sustainable transformation and innovation36. Permanent transformation and innovation will be the rule. The business paradigm in the Cyber-Age will move towards partnership with cyber-entities, creating collaborative intelligence and allowing business to leverage the achievements of the Cyber-Age, to deliver values for multiple stakeholders.

 

Broadening the core competences for executives in the cyber-organisation

Traditionally, the core competences for executives were considered to be: leadership, entrepreneurship, management, and business acumen. These now need to be expanded to include “cyber savviness”, which will enable executives to use and leverage ICT, AI, CR & CE, etc. for the well-being and survival of their organisations.

 

We argue that, in the future, leaders will become enablers of education. The cyber-organisation will become a “hyper-education community”.

Towards transition and expansion of key executive competences

We argue that, in the future, leaders will become enablers of education. The cyber-organisation, therefore, will become a “hyper-education community”, embedded with continuous learning and unlearning processes, involving its entire ecosystem and, according to some experts in particular, its customers37.

 

Revisiting the concepts of work, workforce, industry and technology

Let’s redefine the concept of work. We may consider work to be any activity (physical, virtual or mental) which creates value for quality of life. Initially, work was mainly necessary for survival. Later, there came a split between paid and unpaid “work”.

Some key questions arise. How will future work be positioned within the new business models based on digital platforms and, later, hybrid value networks? How will the framework of supply and value creation affect work? What will be considered work in the future? Where do we have untapped potential of work? What role will working time play in the future? How much time will be allocated for work, for education and for private life?

First and foremost, we need to understand the uniqueness of people and their core competences on one side, and those of smart machines on the other. In addition, we need to explore the synergies and the collaboration of people with smart machines. Probably there will not be an either/or situation. Smart machines will just enter gradually into many job areas, enhancing people’s work. It will be a complementary collaboration, rather than a competitive one. But there will also, no doubt, be a total shift in the content of work from people to smart machines.

Collaborative intelligence, i.e. the smart collaboration of people and smart machines, is therefore an important theme to be discussed. Just fuelling people’s fears about job losses does not seem constructive. In the Cyber-Age era, the problem is not “work, or no work”, but rather the way in which work is remunerated and the values which we attach to work. We need to stop paying for working time and start remunerating for meaningful activities that add value to quality of life in society.

The perceived value of work needs to shift from materialistic outcomes and values towards life values. This would allow shifting from paying working time towards paying for outcome and value created. In this way, work can become a meaningful activity again. Maybe we should start to base taxation on value created and shift part of these to a universal income.

No doubt within the next decade we will have a massive reduction and transformation of human work and working activities as a result of cyber-entities (some estimates go as high as 50 percent). But these numbers are unevenly distributed; some jobs will vanish, while others will be only slightly affected. Moreover, many jobs will simply be enhanced by cyber-entities38. The workforce will be engaged in a mix of “old” jobs, jobs changed because of cyber-entities, and many new jobs, most of them not known today.

 

The shift from Leadership 4.0 towards Leadership 5.0

In a world that is undergoing revolutionary technological transformation, the way we work, live and act an eventually have an effect on leader transformation, too. Leadership in the Fourth Industrial Revolution will be defined by the ability to rapidly align and engage empowered, networked teams with clarity of purpose and a fierce resolve to win (this is Leadership 4.0)39. According to the Oxford Leadership programme, agility is the principal competence of digital leadership, coupled with the involvement of employees. In addition, leaders need to be open and transparent and create an innovative culture40. Today even the most advanced agile enterprises – Amazon, Spotify, Google, Netflix, Bosch, Saab, SAP, Salesforce, Riot Games, Tesla, and SpaceX, to name but a few – operate with a mix of agile teams and traditional structures41.

Leadership 5.0, on the other hand, operates in a volatile VUCA context, which requires the ability to anticipate disruptive changes, adapt purpose and business models and do it almost instantly. It will require collateral leadership and future affinity on all levels. This means, among other things, access to the necessary talents and resources on a “just in time” basis. These leaders will have to deal with a rapidly changing “workforce” composed of humans and smart machines, operating in symbiosis in cyber-reality.

Keeping a sense of meaningfulness and sharing corporate values will represent a permanent challenge to both models of leadership. Collateral talent development and deployment and access to necessary talent in time will entail a higher level of responsibility for leaders. Collaboration and co-creation amongst hybrid teams composed of people and CEs will become a key competitive advantage. Lastly, leadership will also require lifelong education in the leadership competences. Fine-tuning and acquisition of additional competences represent the characteristics of these new leaders.

Most key competences in the near future are strongly related to specific human competences42. They include:

  • Life competences (self)
    Generic and digital literacy, verbal and written communication, negotiation, critical and future thinking, imagination, creative problem-solving, generic entrepreneurship; self-development
  • Social competences (important other people)
    Relationships and empathy, life partnerships, parenting, collaboration, trust and respect, empathy, collaboration, virtual collaboration, negotiation
    Living and working in different realities
  • Cognitive / mental competences
    Rational and irrational thinking, mental switching between the different realities, common sense and sense-making, computational thinking, cognitive flexibility, finding creative solutions, complex problem-solving, critical thinking, future thinking, design thinking, transdisciplinary. holistic and systemic, encompassing thinking and actions
  • Work competences (work)
    Performance, value creation, adaptation, collaboration and co-creation, entrepreneurship, care, and specific professional and executive competencies
  • Future orientation, anticipation and design and meaningful and purposeful action based on free will and autonomy
  • Creation based on creativity and entrepreneurship
    Curiosity, exploration, imagination, resourcefulness creative problem-solving
  • Caring (social and healthcare, sustainability,
    service orientation)
  • New media literacy (social media, visual media)
  • Business competences Partnership and collaboration with CEs; cyber-reality competencies; coping with permanent transformation and innovation; business expertise and hybrid organisations know-how. Executive competences: leadership, entrepreneurship, management and business acumen. Tightly linked strategic leadership and entrepreneurship. Coping with cyber-entities, cyber-reality, artificial intelligence, the Internet of Things, and the “Future Internet”
  • Value based leadership / Leading by values (see also: www.leadershipbyvalues.com)

 

A note on collateral development and talent enhancement
The aim of collateral development is to educate a few selected, talented individuals within the organisation and enable them to spread what they have learned across the organisation. Since talent development is the most important element of education, let’s look at executive talent development. It begins with focus on individualised talent development for talented executives and those with high potential. After an in-depth talent exploration, they need to complete an executive challenge, with collateral development of the competences and talents of the project team. At the core of collateral talent development is the talent development project, which deals with a key issue selected for each participant in the talent development. This is the beginning of a talent development journey called the “talent challenge”. During their engagement in the talent development project, the participants work on their core competences and have an opportunity to develop them within the project. The participants in these projects are also learning how to develop their talents in a sustainable way through specific on-site and online projects. Sustainable talent development is driven by specific personal characteristics, in particular, curiosity, perseverance and resourcefulness. It is fuelled by passion, joy and pleasure. Collateral talent development needs to have strong links with the development and implementation of solutions for corporate key issues and the future development of the corporation. It creates and enhances entrepreneurial spirit in the corporation. Later on, a roll-out into the organisation takes place. The aim of collateral education is to spread talent development practices across the organisation, making it more entrepreneurial and innovative. Research on the future of higher education indicates that talent development will become the most prominent topic in education during a large part of our lives – in particular, our working lives. Talent development begins with the definition of key skills and the focus domain (expertise) where these skills will be deployed. This leads to the development of core competences, and their successful deployment leads to the creation of talents. Talents can only be developed in their application. Higher and postgraduate education, in particular executive education, will converge towards dual education, because there is no talent development without proper deployment. Lifetime education will be based on four pillars: learning, research, development and deployment. Collateral development allows the transformation of an organisation into a ‘talent forge’, shaping talents and securing the development of critical competences.43

 

Cyber-work with a focus on Web 3.0

Evolving AI and CR are changing the nature of markets, geographical boundaries are increasingly blurred, and technology has emerged as a powerful creator of new markets. They also are increasingly reshaping how companies interact with their customers.

In his work on the future of marketing, Kumar has introduced the concept of “transformational marketing”44 as a response to marketplace changes and future trends, in order to present customers with superior-value offerings over the competition. Over the next 2-5 years, convergence into the virtual market, including the introduction of 5G technology, will be a fact. Peter Diamandis, the co-creator of Singularity Hub, wrote in a recent blog that all this transformation will create a trillion-sensor economy that will “enable us to both map our physical world into virtual space and superimpose a digital data layer onto our physical environments. Suddenly, all our information will be manipulated, stored, understood and experienced in spatial ways”45.

Given that current knowledge and competences will become obsolete in a very short time, the growing demand will be for lifelong learning, which will also be achieved using Web 3.0 and its innovative new VR interfaces and platforms. And again, Diamandis argues that tomorrow’s career model will shift from a “one-and-done graduate degree” to continuous, lifelong education, professional VR-based re-education, which, all in all, will reduce barriers to entry for anyone wanting to enter a new industry.

Today we can see several trends in the virtual workplace which redefine what work really means:

  • Technology development (e.g. AI, CR , Blockchain) and new technologies (e.g. IoT, spatial Internet) are reshaping marketing; “imagine showing up at your building’s concierge and your AR glasses automatically check you into the building, authenticating your identity and pulling up any reminders you’ve linked to that specific location” (Diamandis, 2020, op. cit).
  • Multiple channels are leading towards an “encompassing platform-based, all-channels marketing”.
  • Social media and influencer marketing are gaining in importance.
  • Positive brand perception becomes crucial in the ever-changing markets. Emotional branding becomes crucial46.
  • Focus on individual customers and extreme personalisation are crucial for success. This is leading to hyper-personalisation of content, and a one-to-one relationship.47
  • Mobile connectivity is moving to the core of marketing and communication.

 

Conclusions and implications

The advancement of artificial intelligence, the rise of the virtual workplace, the developments in 3D technologies, the shift to Web 3.0 and the improvements in digital data integrity via blockchain technologies are unstoppable. They are already present in all areas of our life and work. To prepare for the big transformation ahead of us, it is important to understand what is happening right now, what is already emerging and what is coming later on.

  • Due to the development of cyber-reality (digital reality, augmented reality and virtual reality) and artificial intelligence, we are also experiencing the transformation of reality towards “hybrid realities”.
  • Organisations need to define the best way to leverage the growth potential for themselves
  • New technologies, materials and technological solutions will bring new challenges and opportunities. All this will require organisational readiness for change and transformation to cope with the coming challenges; i.e. agility, fast adaptation, flexibility and resourcefulness.
  • Each organisation needs to organise its own “future intelligence”, which enables the exploration of what will have the biggest impact in the short and long term on the organisation. It also needs to create mechanisms to translate these insights into meaningful action.
  • This means also exploring available AI and CR solutions to find out which ones are relevant for the organisation, and testing the best way of deploying them. Teach leaders how to create and use contextual and future frameworks.
  • To be ahead of the competition, the organisation may need to create a “Future Executive Board”. In this article, we proposed the idea of a “twin board”. It also needs to find out what the critical corporate assets of the organisation in the Cyber-Age are and refocus the organisation accordingly.
  • The workforce needs to be prepared for collaboration with smart machines and robots, so as to harness “collaborative intelligence”. Lifetime education solutions for the employees of the organisation must be introduced, in particular collateral education and talent development.

About the Authors

Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business and work.

Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). He used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 70 books on themes connected with managing people, culture reengineering, values and coaching. His full c.v. can be seen at: www.simondolan.com

Dr. Dave Ulrich is the Rensis Likert Professor, Ross School of Business, University of Michigan and Partner at the RBL Group (http://www.rbl.net). He has written over 30 books and 200 articles on talent, leadership, organisation and human resources.

Claudio Cisullo is a Swiss-based serial entrepreneur and investor. He is the founder and Chairman of CC Trust, a family office invested across the biotech, leisure, pharmaceuticals, professional services, real estate and technology sectors. Among his most recent investment is Chain IQ Group, a globally active provider of procurement services.

 

Endnotes and references

1. By cyber-entities (CE), we mean all digital and virtual programs and algorithms; AI-based smart machines; robots; digital and virtual assistants; smart communication devices; all kinds of computing devices and the Internet.

2. We have presented ideas and insights about the future of higher education in a separate article: “Rethinking future Higher Education”. TEBR January/February 2019.

3. The Many Different Ways That Augmented Reality is Deployed Today

https://www.visiononline.org/blog-article.cfm/The – Many – Different – Ways – That – Augmented – Reality – is – Deployed – Today / 117

4. What industries are using virtual reality? Hannah Williams March 23, 2018

https://www.computerworlduk.com/galleries/applications/what – industries – are – using – virtual – reality – 3674149/

5. Applications of artificial intelligence, https://en.wikipedia.org/wiki/Applications_of_artificial_intelligence; 14 Applications of artificial intelligence that you’ve never thought of, https://blog.adext.com/en/applications-of-artificial-intelligence

6. Dobbs, Richard, James Manyika, Jonathan Woetzel, (2015) ‘The four global forces breaking all the trends’, McKinsey Global Institute. Quoted in “Artificial Intelligence. The Road Ahead in Low and Middle-Income Countries” June 2017, https://webfoundation.org/docs/2017/07/AI_Report_WF.pdf

7. Mark Purdy and Paul Daugherty, Why Artificial Intelligence is the Future of Growth, https://www.accenture.com/t20170927T080049Z__w__/us-en/_acnmedia/PDF-33/Accenture-Why-AI-is-the-Future-of-Growth.PDFla=en

8. Mark Purdy and Paul Daugherty , How AI boosts industry profits and innovation, https://www.accenture.com/t20170620T055506__w__/us-en/_acnmedia/Accenture/next-gen-5/insight-ai-industry-growth/pdf/Accenture-AI-Industry-Growth-Full-Report.pdf?la=en

9. Louis Columbus, Artificial Intelligence will enable 38% profit gains by 2035, https://www.forbes.com / sites / louiscolumbus / 2017 / 06 / 22 / artificial – intelligence – will – enable – 38 – profit -gains – by – 2035 / #6531deff1969

10.https://www.mckinsey.com/featured-insights/artificial-intelligence/global-ai-survey-ai-proves-its-worth-but-few-scale-impact?hlkid=9d9b0049431c431cbee686672363c6f8&hctky=11505572&hdpid=04fed00d-9d34-40da-9ea6-a4f1ac197cc2

11. 10 Common Applications of Artificial Intelligence in Healthcare, https://novatiosolutions.com/10 – common – applications – artificial – intelligence – healthcare/

5 Applications of Artificial Intelligence That Are Used (And Useful), https://datafloq.com/read/5-applications-artificial-intelligence-are-used/4922

Brian KalisMatt CollierRichard Fu 10 Promising AI Applications in Health Care, https://hbr.org/2018/05/10-promising-ai-applications-in-health-care

12. CBINSIGHTS, Top Healthcare AI Trends To Watch, https://www.cbinsights.com/reports/CB-Insights_AI-Trends-In-Healthcare.pdf?utm_campaign=ai-healthcare-trends_2018-09&utm_medium=email&_hsenc=p2ANqtz-9cFyPhyaEwRI2fPwi6knKOy2-e3kqXlvBECccUkMIPMWGF5M9xzIdLAXVJI5FVAB4J2xZBHWIElJi0wCcYH43b_Yu9lA&_hsmi=65885394&utm_content=65885394&utm_source=hs_automation&hsCtaTracking=10090c45-f8fb-4e24-876b-13e8d4a4ac34%7Ceab0a80d-a0e1-4d0e-92e5-b511a85b80ea

13. https://www.bioz.com/

15 Business Applications For Artificial Intelligence And Machine Learning, https://www.forbes.com/sites/forbestechcouncil/2018/09/27/15-business-applications-for-artificial-intelligence-and-machine-learning/#37b2de61579f

14. Nine charts that really bring home just how fast AI is growing. Artificial intelligence is booming in Europe, China, and the US, but it’s still a very male industry.

https://www.technologyreview.com/s/612582/data-that-illuminates-the-ai-boom/?utm_campaign=the_download.unpaid.engagement&utm_source=hs_email&utm_medium=email&utm_content=68299807&_hsenc=p2ANqtz–Mu9llmXtY3rUBAv_vrpx0X1fmp9E3FIIyzG8lHTB9ZLWKNBKgos1yeEZjTO_eeOoqGEdSxX3M6f8kwqDFG3Uq0vwK4Q&_hsmi=68299807

AI Index 2018 Report, http://cdn.aiindex.org/2018/AI%20Index%202018%20Annual%20Report.pdf

Christina Mercer & Thomas Macaulay How tech giants are investing in artificial intelligence, Nov 27, 2018, https://www.techworld.com/picture-gallery/data/tech-giants-investing-in-artificial-intelligence-3629737/

Andy Patrizio, Posted July 18, 2018 25 Top AI Startups,

https://www.datamation.com/artificial-intelligence/top-ai-startups.html

Anna Thorsen The Best AI Startups in Europe, November 27, 2018 https://valuer.ai/blog/the-best-ai-startups-in-europe/

15. https://new.siemens.com/global/en/company/stories/home.html

16. John DeCleene, August 30, 2018, The Convergence of AI & VR – What You Can Expect

https://www.datadriveninvestor.com/2018/08/30/the – convergence – of – ai – rv – what – you – can – expect/

17. What Is The Spatial Web? November 19, 2018 https://vrroom.buzz/vr-news/tech/what-spatial-web

How the Spatial Web Will Transform Every Element of Our Careers

Peter H. Diamandis, MD, Dec 12, 2018 , https://singularityhub.com/2018/12/12/how-the-spatial-web-will-transform-every-element-of-our-careers/?utm_medium=email&utm_content=how-the-spatial-web-will-transform-every-element-of-our-careers&utm_source=newsletter&utm_campaign=fy18-hub-daily-rss-newsletter&mkt_tok=eyJpIjoiWlRBeE16QTRNamswWWpkaiIsInQiOiJaQkF6Z2NSRnlHaG5GbjNcLzFnMlJieHpsN3c1SzBjZVlIbFdheitmMXBWYWdYRXNyNk9VdDl1cmUyeDNkWjc1MWZUOTh1Mms3ZHlNajdIVlJRaVNRSmRvWjZjOTFXZWRPbk9Sck5BR0JaaHZLZE5wWHB6OUg2dkFnbW1PXC9wMk0rIn0%3D

Annlee Ellingson , Aug 20, 2018, Verses introduces Web 3.0: The ‘Spatial Web’, https://www.bizjournals.com/losangeles/news/2018/08/20/verses-introduces-web-30-the-spatial-web.html

18. https://www.forbes.com/sites/steveculp/Top AI Trends To Watch In 2018, Artificial Intelligence Trends To Watch – CB-Insights_State-of-Artificial-Intelligence-2018.pdf

https: / /www.cbinsights.com/reports/CB – Insights _ State – of – Artificial- Intelligence – 2018.pdf? utm_campaign=state – of – ai _2018 – 02&utm _ medium = email&_hsenc =p2ANqtz-8IBREjAnvr2m1Bs8TjuVaUquTkQgj13RHDBwQocIoXeFOD84x0WlpOzkyCYGqTfHgDk6fDocxUYa3yA_6l5fEhCBVrvw&_hsmi=60665752&utm_content=60665752&utm_source=hs_automation&hsCtaTracking=be5990ad-0aed-432b-a2e3-c76dfdc898e8%7C57a6f99e-da54-4bac-8857-8e3ad466c8ba

19. Applications Of Virtual Reality, https://www.vrs.org.uk/virtual-reality-applications/; https://en.wikipedia.org/wiki/Applications_of_virtual_reality

VR Training Next Generation of Workers, Oct 30, 2017, 08:42am

https://www.forbes.com/sites/charliefink/2017/10/30/vr – training -next – generation – of – workers /#

20. Shafi Ahmed, PhD, FRCS , Professor of Surgery and Associate Dean, Barts Medical School https://exponential.singularityu.org / medicine / faculty2018 / shafi-ahmed /?utm_source=hub&utm_medium=referral&utm_campaign=xmed17&utm_content=nov12body

Artificial Intelligence in Healthcare | Accenture – Accenture-Health-Artificial-Intelligence.pdf

https://www.accenture.com/t20171215T032059Z__w__/us-en/_acnmedia/PDF-49/Accenture-Health-Artificial-Intelligence.pdf#zoom=50

21. Top 19 Healthcare Virtual Reality startups ; http://www.medicalstartups.org/top/vr/;

Top 91 AI startups in Healthcare, Updated: December 08, 2018, www.medicalstartups.org/top/ai/

22. https://www.nvidia.com/en-us/

23. Michael Irving, AI neural network builds new virtual cities by studying real ones, 04.12.2018

https://newatlas.com/nvidia-deep-learning-3d-environment/57502/?utm_medium=email&utm_campaign=2018-12-04%20094159%20Other%20Daily%20Basic%202018-12-04%20095007%20Cutting%20edge%20concepts%20revamped%20legends%20and%20standout%20cars%20of%20the%202018%20LA%20Auto%20Show&utm_content=2018-12-04%20094159%20Other%20Daily%20Basic%202018-12-04%20095007%20Cutting%20edge%20concepts%20revamped%20legends%20and%20standout%20cars%20of%20the%202018%20LA%20Auto%20Show+CID_61580078b7c966afc76b4e669d4c587a&utm_source=Campaign%20Monitor&utm_term=Read%20more

Video-to-Video Synthesis, Ting-Chun Wang, Ming-Yu Liu, Jun-Yan Zhu, Guilin Liu, Andrew Tao, Jan Kautz, Bryan Catanzaro, https://arxiv.org/pdf/1808.06601.pdf

24. https://aimotive.com/

25. Vanessa Bates Ramire, Dec 18, 2017, This Self-Driving AI Is Learning to Drive Almost Entirely in a Virtual World, https://singularityhub.com/2017/12/18/this – self – driving – ai – is – learning – to – drive – almost – entirely – in – a – virtual – world/

26. https://secondlife.com/

27. https://www.inman.com

Emma Hinchliffe, Inside the billion-dollar virtual brokerage, https://www.inman.com/2018/05/30/i-toured-exp-realtys-virtual-reality-heres-what-its-like/

28. https://www.exprealty.com/

29. Mario Raich, Dave Ulrich, Simon Dolan, Claudio Cisullo, Insights into the transformation of business in the Cyber-Age, The European Business Review – March-April 2018, https://www.europeanbusinessreview.com/insights – into – the – transformation – of – business – in – the – cyber – age/

30. Arthur Yeung and Dave Ulrich. Reinventing the Organization. 2019. Harvard Business Press).

31. Mario Raich, Dave Ulrich, Simon Dolan, Claudio Cisullo, Insights into the transformation of business in the Cyber-Age The European Business Review – March-April 2018, pp. 16-17

32. Examples of AI helping development to follow the fast changing world: Shaping tomorrow’s AI-driven, systems thinking model that delivers strategic foresight and anticipatory thinking in real time https://www.shapingtomorrow.com/home; tech market intelligence platform CB Insights, https://www.cbinsights.com/

33. Traction is a new management concept replacing strategy. In development

34. The promise of artificial intelligence, https://www.accenture.com/_acnmedia/PDF-19/AI_in_Management_Report.pdf, p. 3

35. A strategic leader should, depending on the situation, be able to be analytical and focus on people- not just employees.

36. Discussed by Raich and Dolan, in Beyond Business and Society in Transformation, 2008

37. Edward Hess presents some interesting ideas in this direction, although he uses the concept of the “hyper-learning community“. Becoming a Hyper-Learning Community: The Future of Business

25 Jan 2018 https://ideas.darden.virginia.edu/2018/01/becoming – a – hyper – learning – community – the – future – of – business/

38. Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo, Gloom vs. bloom of the future of work. Can We Chart A Positive Roadmap? The European Business Review September – October 2017 https://www.europeanbusinessreview.com/gloom-vs-bloom-of-the-future-of-work-can-we-chart-a-positive-roadmap/

39. Brian Bacon, Chairman and founder – Oxford Leadership http://www.oxfordleadership.com/leadership-4-0-review-thinking/

40. 7 Characteristics of Leadership 4.0 – What successful leaders do differently

http://www.oxfordleadership.com/7-characteristics-leadership-4-0/

41. Darrell K. Rigby, Jeff Sutherland, Andy Noble, Agile at Scale, https://hbr.org/2018/05/agile-at-scale

42. Already mentioned in the article Mario Raich, Simon Dolan, Paweł Rowiński, Claudio Cisullo, Courtney Abraham and Jan Klimek ,Rethinking future higher education, The European Business Review, January/February, 2019

43. For collateral talent development https://emeritacademy.com/

44. V. Kumar, Transformative Marketing: The Next 20 Years, First Published July 1, 2018

https://journals.sagepub.com/doi/full/10.1509/jm.82.41

45. https://singularityhub.com/2020/02/06/work – in – the – age – of – web – 3 – /#.Xj04py2NQPA.mailto) .

46. Natalia Chrzanowska, 9 Thoughts About the Future of Marketing

https://brand24.com/blog/the-future-of-marketing/

47. ibid

(1) See: Beyond: Business and Society in Transformation, Mario Raich and Simon L. Dolan, Palgrave, London 2008

– The great transformation in business and society. Also “Reflections on current culture and extrapolation for the future” Simon Dolan, Mario Raich, Cross Cultural Management: An International Journal, Vol. 16 No. 2, 2009, pp. 121-130

(2) Some of these issues concerning business in the Cyber-Age, are presented in other chapters of this book (Raich & Dolan, op.cit. 2008

(3)  Collaborative Intelligence is a combination of human mind (HM) (individual & collective) and artificial intelligence (AI) in different forms and levels. It leads to co-working and co-creation of humans and AI-based systems and machines.

(4) Higher focus on human competences and talents

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An Open Letter to Researchers Studying the Coronavirus (COVID-19) https://www.europeanbusinessreview.com/an-open-letter-to-researchers-studying-the-coronavirus-covid-19/ https://www.europeanbusinessreview.com/an-open-letter-to-researchers-studying-the-coronavirus-covid-19/#respond Thu, 19 Mar 2020 10:46:30 +0000 https://www.europeanbusinessreview.com/?p=93199 I am not a medical doctor, nor specialist in epidemiology, but I consider myself very experienced and conversant with methodologies of scientific research. While we all wait desperately for the […]

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I am not a medical doctor, nor specialist in epidemiology, but I consider myself very experienced and conversant with methodologies of scientific research. While we all wait desperately for the research and scientific community to develop a vaccine or treatment for the coronavirus (and other viruses that may arise and in need of a solution), I am putting forward a call for researchers to develop a new stream of inquiry to help our global society.  I do realize that making such a call will have polarized reactions so it is important that I articulate my intention to focus on the strengths of our internal human systems during times of epidemics or pandemics. This is critical in that we focus on generating hope rather than unintentionally creating fear and desperation. I believe that through such a steam of work, we can shift from looking at what makes us weak to what makes us resilient during such times where our own need for human interaction is affected negatively.  We can then move ever forward to discovering what enduringly connects us.

For many years, the paradigm of conducting research in medicine has been to focus on concentrating and understanding the pathology of diseases. This lens has helped us as a society to eliminate causes of illness and provide a sharp focus on fast recovery. Nonetheless, in the past few years, civilization is experiencing cycles of new types of disease that traditional medical research has not been fast enough to contain. My proposal is to open a stream of medical research that focuses on why, during times of health pandemics, there are always those who are resilient to such causes. 

My proposal is to focus on the people who are resilient to health issues related to being in contact with unseen viruses. What protects some humans from the COVID-19 even when they have come into contact with those who are infected? We hear of many who have been infected, those who have recovered and those who did not. Although it is critical to understand the virus and how it affects people who have been tested as positive, it is equally critical to understand why some people are not affected even when they have come into contact with those who were tested positive. The focus on what makes some human beings resilient and healthy will offer another perspective and perhaps another important and interesting stream of research.

I can offer some ideas, but with humility, I admit that I don’t have the knowledge and tools to spearhead such a stream of research thoroughly. Nonetheless, it has taken me 40 years of ongoing research and successful practice that focus on the importance and centrality of values that raise self-awareness when interacting with others. The hierarchy of values is now a concept, a methodology with developed tools to help people become conscious and therefore understand what is really important in their lives. This stream might offer insight to what extent core values are aligned with a definition of life meaning and success. From the perspective of being successful, those who are resilient and not affected by the virus, may be considered successful in our current pandemic. I am not writing this piece to defend my theory and practice of managing and living by values.  I am putting out a call to propose a line of research that will be able, perhaps in relative terms, to assist in discovering the ingredients (genetically, or socially) that protect people from contracting COVID-19.  Is it possible, that our defense system has some sort of hierarchy (which we do not understand yet) where antibodies that were developed to protect one family of viruses, also protects other types of viruses? Other questions could be: to what extent human beings that overcame one type of virus remain effective for fighting other types of viruses?; or what are some common denominators of people in “risk” areas that enable them not to contract this virus or other diseases?

I am sure that my call for this research will be appealing to those who believe in approaching medicine from a systemic perspective and those who believe in natural remedies diets designed to boost our immune system. But I am not talking about these generic ideas that we all agree might be good and positive.  I am calling for a specific and rigorous research that intends to discover why and how people in “risk” areas do not get infected or are also not contagious.  This is especially true to the case of the current pandemic of COVID-19.

My apologies for those of you who read this call and have made previously similar proposals, and perhaps with even more rigor and content.  I include in this call my belief of the power of collective intelligence and it is my hope  that someone who reads it, and who is by far more qualified to comment or have the ability to undertake a rigorous research in this direction.

This is my very humble hope to be able to contribute to the stream of ideas opening new lines of research and perhaps new discoveries to help humanity – something we have dire need of in today’s chaotic environment.

My sincere gratitude to Dr. Tony Lingham and Dr.  Bonnie Richley, my dear colleagues and friends from Cleveland (Ohio), who were the first to read this short essay,  propose important changes to further the coherence and articulation of this call, and strongly encouraged me to make this document public.

With honesty and humility,

Dr. Simon L. Dolan (www.simondolan.com)
President, The Global Future of Work Foundation  (www.globalfutureofwork.com)
Email: info@globalfutureofwork.com

 

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“Managing by Values” (MBV): Innovative tools for successful micro behavioural conduct https://www.europeanbusinessreview.com/managing-by-values-mbv-innovative-tools-for-successful-micro-behavioural-conduct/ https://www.europeanbusinessreview.com/managing-by-values-mbv-innovative-tools-for-successful-micro-behavioural-conduct/#respond Mon, 25 Nov 2019 20:14:31 +0000 https://www.europeanbusinessreview.com/?p=87164 By Anat Garti and Simon L. Dolan “Values values on the wall, just do the business and forget them all” wrote Liran and Dolan (2016)1 as a title for one […]

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By Anat Garti and Simon L. Dolan

“Values values on the wall, just do the business and forget them all” wrote Liran and Dolan (2016)1 as a title for one of many articles Dolan wrote with colleagues on working with values in organisations. The message is clear. In many cases, organisations do not consider values seriously. They adorn themselves with nice values and miss the core idea of values – managing the way we think, feel and behave. The objective of this short paper is to propose a series of ideas on how to render the MBV concept truly operational, so that the full potential of this revolutionary concept can be rendered instrumental. The tools and methodology have been developed and experienced in different settings and they really do not fail – they deliver excellent results.

 

How do values become a daily reality rather than an empty declaration on the wall? To this end, Dolan developed over the years several models that invite organisations and individuals to examine what is important to them and manage their life accordingly – Management by Values (MBV) with its core model of the 3Es Tri-axial focus (Dolan, Garcia & Richley, 2006; Dolan, 2011 and 2019; Dolan 2020)2. Over the years, and as a result of Garti’s work as an organisational consultant and as a couples and family therapist, several complementary tools were developed and will be described hereafter. In this paper four of these tools are described: (Tool # 1) Behaving Your Values, (Tool #2) The value of the “Values’ Pie”, (Tool #3) The value of the “Value Anchor”, and (Tool #4) The value of the “Value Message”. All these tools represent different components of the full MBV model. A particular set of applications was recently described in a short book addressed to parents and entitled “The parent as a value anchor” (Garti & Dolan, 2016)3 as well as Chapter 7 (in Spanish) in Dolan’s most recent book entitled: Más Coaching por valores (Dolan 2019)4.

Because the environment has changed so dramatically, managers have found it necessary to alter their practices in order to meet the needs of the times.

It all began with Dolan and colleagues’ description of the evolution of the school of thoughts in management due to the increasing complexity in the environments that organisations operate. Figure 1 summarises this evolution that started with MBI (Managing by Instructions) to MBO (Managing by Objectives) and finally to MBV (Managing by Values). The evolution is driven by the need to manage environmental and intra-organisational complexities5.

 

Because the environment has changed so dramatically, managers have found it necessary to alter their practices in order to meet the needs of the times. In the early 20th century, Management by Instruction (MBI) was considered to be an appropriate and adequate way to run an organisation. Change happened at a slower pace and therefore the way things were done in the past worked well enough to pass on to others. By the 1960s, change was accelerating to the point where more flexibility of action was required by managers. Thus, the introduction of Management by Objectives (MBO) enabled managers to agree on a direction and to choose their own strategy. As changes in the environment began to intensify (e.g., global competition, impact of technology, global economic crisis, etc.), MBO proved to be an insufficient strategy for managing in an interconnected and fast-paced VUCA world.

Values systems are the motivators that drive the behaviour of individuals, organisations and society, leading today to the emergence of Management by values (MBV).

In fact, organisations still relying on MBO often discover that their managers fail to meet their objectives. Frustration also increases when, despite their best efforts, they are unable to determine what went wrong. Many times, it is not that the goals were lofty or unrealistic; simply, many unforeseen changes occurred that were not and could not have been predicted. As a result of this growing complexity, scholars began to draw upon chaos and systems theories to better understand organisational behaviour. During this period, organisations came to be seen as complex and dynamic systems existing in a state of flux and interaction with their environment. Years of research have confirmed that the key to understanding the behaviour of such systems is to understand the corresponding values of these living systems. Values systems are the motivators that drive the behaviour of individuals, organisations and society, leading today to the emergence of Management by values (MBV).

 

Tool #1: Behaving Your Valuesor Translating values into everyday behaviour

Values are an abstract concept. For us, at the micro level, to be able to conduct our everyday life according to our values, require a methodology enabling to translate these abstract concepts into concrete behaviours. For this translation process we borrow the evolution from management by instruction (MBI) to management by objectives (MBO) and then to the present concept of managing by values (MBV) which truly helps to leap into the future, as it helps built an excellent compass in a VUCA world (Dolan, 2016, Dolan, 2020)6. When translating values into behaviour, we found it most useful to proceed in the opposite direction, which means from MBV to MBO and finally to MBI. It really works well at the micro level. In translating values into behaviour, one should dismantle the abstract value identified in the (MBV) phase, into concrete objectives (MBO) and finally into one or several contingent context specific behaviours (MBI). A best way to support this argument is to show an example. Here comes one:

Managing by Values (MBV) aims to help us create a set of values that direct us towards being more productive, more ethical and, all in all, more satisfied human being.

David a manager in a software company, wanted to live his life by the value of “respect” (MBV). He should ask himself: what does it mean to live by this value? What are the objectives (MBO – Managing by Objectives)? In this case, David dismantled the value of respect into two objectives: To live my life in a way that (1) makes sure that the other feels worthy, and (2) sees and takes into account the needs of the other. Now, each one of these objectives needs to be further dismantled into everyday behaviours, answering the question: “What should I do in order to meet these objectives?” As a true example, let’s use the case where David, had to give feedback to a colleague; thus he consciously makes the effort to give the feedback in a way that ensures that the colleague feels worthy and respectful after hearing the feedback. Another example is when David had to take a decision that affects his family. In that case, he considered the needs of his family before taking the decision. Table 1 depicts this example.

Another example, is taken from our book “The parent as a value anchor”. It is showing how to translate the value “being a good brother”.

 

If one of the values that the parent wants his/her child is to conduct himself by being a good brother (or the value of “good brotherhood”), he/she should translate the value into its objectives, or, in other words, into the meaning of good brotherhood for him/her. He/she can say that the meaning of “good brotherhood” means (1) protecting your brother when he is being bullied, (2) showing an interest in your brother, and (3) be generous to your brother. Each one of these objectives needs to be further divided into everyday behaviours. If one of the brothers, Dan, has an important test, the parent should encourage his brother to display an interest and tell him: “Dan had an important test today, he is your brother, and he would be very pleased if you display interest in him and ask him how did the test go”. Table 2 provides a synthesis for this example. It’s important to note that there are many behaviours/instructions that can meet one objective. When we write the behaviours/instructions (MBI), we write only some of them to demonstrate the way that one can meet this objective.

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Tool #2: The Value of the “Values’ Pie”

Managing by Values (MBV) aims to help us create a set of values that direct us towards being more productive, more ethical and, all in all, more satisfied human being. These three goals are also the three groups from which the set of the values should be formed. Dolan 3Es Tri-axial model of ValuesTM as described in Dolan, Garcia and Richley (2006) or Dolan (2011, 2019 and 2020) argues that a full, balanced and healthy life needs to include three groups of values: the economic-pragmatic group, the ethical-social group and the emotional- developmental group.

1. The economic-pragmatic group deals with values that direct behaviour in an effective manner which is instrumental in achieving our goals in life or at work. This group includes values such as excellence, planning, diligence, flexibility, efficiency, etc. This group of values encourage us to be productive people. The economic-pragmatic group is labeled as the red axis.

2. The ethical-social group deals with relationships, values that direct behaviour of thoughtfulness, influence, loyalty, tolerance, etc. This group of values encourage us to be ethical and social. The ethical-social group is labeled as the blue axis.

3. The third group is the emotional- developmental group. Because of our pursuit of life, people often do not take this value group into consideration. This group deals with the orientation for a life filled with interest, with passion, and with finding the path of life that will be good for a certain person. Values from this group will enable us to grow up as a fulfilled person. The emotional-developmental group is labeled as the green axis.

 

The Values’ Pie integrates the Dolan “3Es Tri-axial model” and the Garti “behave your values model” as has been described above and thus creates a clearer picture of the way one wants to manage his/her life. The Values’ Pie, as we describe hereafter, has four ingredients: (1) The correct portion of each axis in one’s life. According to the Tri-axial model, if the pie contains all three axes, one can divide the whole (the 100%) in any way that suits him/her. (2) Each slice of the pie contains the values of that axis. Each slice contains up to 3 values, so that the total values in the pie will be between three to five values. (3) The size of the font of each value expresses the importance of the value for the Values’ Pie owner. A value that is written in a small font represent a relative less important value compared to a value that is written in a bigger font. (4) Each value has its objectives (MBO), up to 5 objectives to each value.

Having a values’ pie and a value anchor for each objective in the pie, gives a full map of how a group should behave if they want to manage their group by these values. Leaders have a challenging task of helping their followers assimilating this values’ map.

Figure 2 is an example of David’s Values’ Pie. In this example, the economic-pragmatic axis is 25% of the pie, meaning, the pragmatic portion he wants in his life is 25%. The 75% left is divided equally by the ethical-social axis and the emotional-developmental axis. The economic-pragmatic axis contains one value – ‘excellence’, which is operationalised in two objectives: (1) Be competent in what you do, and (2) to make sure that whatever you do is in “high standard of quality and accuracy”. The ethical-social axial contains two values, ‘family’ and ‘respect’. Through the font you can notice that ‘family’ value is more important to David than the ‘excellence’ value and the ‘respect’ value, both are smaller than the font of the ‘family’ value. The ‘family’ value contains two objectives (MBO): (1) Giving the family priority, (2) Initiating family experiences. The ‘respect’ component includes: (1) Making sure that the other feels worthy, and (2) Considering the needs of the other. The emotional-developmental axis has one value, ‘vitality’ with two objectives: (1) Experience things in its full maximum richness, and (2) Initiate meaningful experiences. The ‘vitality’ value is as important as the ‘family’ value, as can be seen by its font size.

 

As can be seen in Figure 2, the Values’ Pie gives a holistic view of the set of values – the axes distribution, the values that are in each axis, their importance and their objectives. The pie reflects the way one wants to manage his/her life. Worth noting is that one should take a great deal of time and attention in exploring and building his/her Values’ Pie. Figure 3 is another example of a Values’ Pie. This example is of an organisation Values’ Pie context.

 

Tool#3: The Value of the “Value Anchor”

A value is not a dichotomous phenomenon (having or not having), but rather a phenomenon that runs on a continuum characterised by behavioural space. Using the anchor as a metaphor, behaving by values means behaving in boundaries that the rope of the anchor enables – not too firm and not too flexible. For example, an honest person is not a person who has never lied, but a person that in his essence is honest and the times he has been dishonest are very incidental and rare. Each person decides for himself/herself what is the correct “length” of his/her rope. When one’s rope is too long and it means that the behavioural space is too wide; and when a person behaves most of his time in spaces far away from his/her anchor, then we will say that this person is dishonest. The anchor is designated to secure a sea craft to a certain place in the ocean, without the vessel being carried away by the wind, the waves, and the flow of the ocean or any additional factors. Similarly, the value anchor is designated to confine the person to a correct behavioural space, without him/her being carried away by inner (psychological needs) or outer (social pressure) determinants.

A value is not a dichotomous phenomenon (having or not having), but rather a phenomenon that runs on a continuum characterised by behavioural space.

In his book “The (Honest) Truth about Dishonesty” Ariely (2013), describes opposing forces which motivate our behaviour. On the one hand, a person wants to think of himself as an honest and respectable person and wants to feel good about himself. On the other hand, a person wants to benefit from some circomstances7. Ariely elaborates the concept of the flexibility of thoughts that enables a person to cheat a little and still feel good about himself. The purpose of the value anchor is to enable a person to follow his value system, even if sometimes he must round corners, if it is not his main course of action.

The value anchor space contains behaviours/instructions (MBIs), of an objective (MBO), and of a value (MBV). Figure 4 is an example of a value anchor for developing a team. In this example, the value the team agreed upon is “planning” (which is a pragmatic-economic value); the objective for which they designed the space is “working according the working-plan”. In the value space, they put uncompromising planning behaviours/instructions close to the anchor, things like: “Do not start a task before it is coordinated with the work plan”. This is the expected behaviours/instructions from the team members. A behaviour/instruction that is a bit further away, but still near the anchor, is for example “Start a task and make sure later that it is coordinated with the work plan”. Further out is “It is not up to date in the work plan, but I coordinated with the other managers of the project”. This is at the edge of the space; the anchor rope cannot get further away. Team members should not behave this way. Completely out of the value space, they put the behaviours/instructions “It is not up to date in the work plan but never mind, it will be O.K”. They agreed that they will never behave this way.

Figure 5 is another example of a value anchor, this time in a family context. The value in this example is “assistance”, with the objective of “helping with the house chores”. The value is part of the ethical-social axis.

 

Having a values’ pie and a value anchor for each objective in the pie, gives a full map of how a group should behave if they want to manage their group by these values. Leaders have a challenging task of helping their followers assimilating this values’ map. It can be a parent educating his/her children to behave according to a values’ map they think is the right way to behave, or it can be a manager helping his/her followers assimilating a values’ map they have agreed upon. It is important to note that the values’ map should be designed together with the followers and not be imposed on them, however this is beyond the scope of this paper.8

 

Tool #4: The Value of the “Value Message”

After designing the values’ map the leader must help the followers assimilate this map in their daily conduct. One effective tool is the value message. The value message has the structure of MBI-MBO-MBV. An example can be when a worker tells his manager he wants to take a vacation in the end of the month. A value message can be “You cannot go on vacation a week before delivering the project. You are a team leader and you should show your dedication by matching your private vacations to the project schedule”. In this case the message is built from the following blocks:

MBI    :  Not to take a vacation a week before delivering the project.
MBO  :  Match your vacations to the project schedule.
MBV  : Dedication

An example from the family context can be when your child asks not to go to a piano lesson, and instead wants to go see a friend who invited him over. As depicted in Figure 6, instead of saying “no”, which does not convey an educational message, and does not allow the generalisation of the situation to other situations, we recommend conveying a message that has an educational value. You may say, “The piano teacher is waiting for you. It is disrespectful to let her know at the last minute that you are not coming. This does not respect her time.” In this case the value is “respect”, the objective is “to respect the other person’s time” and the behaviour is “not to cancel on a person at the last minute”. You may also say, “When you asked to have piano lessons, you took responsibility to attend the classes and to practice between classes. I think you should respect this.” In this case the value is “responsibility”, the objective is “standing up to your commitments” and the behaviour is “to go to the lesson that I committed myself to”.

 

As leaders, messages are transferred via everyday conduct. All day long leaders suggest, pay compliments, ask their followers for things. If they succeed, to build their messages in a MBI-MBO-MBV structure – to add to the behaviour, the objective and the value, these things will be internalised, and the follower will be able to generalise and to understand how he should behave in other situations.

 

Conclusion

Values are people’s motivators. For most people they are unconscious motivators. However, in a highly successful organisations, or healthy families, each member is aware of their personal values and how these relate to the organisation/family value system. In this case, values are conscious motivators because there is congruence between the individual and the organisation/family. Managing by values provides an effective way for managers and for parents to tap into a genuine source of motivation.

The managing by values (MBV) model which renders operational the four complementary tools described in this paper invite every person and group to carefully explore what is important to them in life/organisation/family, how they wish to manage their life/organisation/family and to live and lead that way. It produces quasi miracles and outstanding results not only at the macro level (organisation), but also at the micro individual level. We invite you to experiment with it and communicate with us if you obtain satisfactory results.

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About the Authors

 Dr. Anat Garti is a social psychologist, couple and family therapist, management consultant, and a coach. She is the chief psychologist of the Israel Values Center: www.values-center.co.il. Contact her: anatgarti@gmail.com

Dr. Simon L. Dolan is a researcher, author, management consultant and executive coach. A prolific author (over 74 books), the creator of the Leading, Managing and Coaching by Values school of thought. Recently he has created the Global Future of Work Foundation. He commutes between Barcelona (Spain) and Montreal (Canada). Visit his web site at www.simondolan.com and contact him: info@simondolan.com

References
1. Liran, A., & Dolan, S. (2016). Values, Values on the wall, Just do business and forget them all: Wells Fargo, Volkswagen and others in the Hall. The European Business Review. October; and, Liran A., Dolan S.L., (2017) United Airlines, Artificial Intelligence, and Donald Trump: Reawakening Values in the Era of Fake Service, Fake Reality, and Fake News, The European Business Review June

2. Dolan S., Garcia S., and Richley (2006) B., Managing by values: A Guide to Living, Being Alive, and Making a Living in the XXI Century. Palgrave-MacMillan, London (U.K); and Dolan S.L., (2011). Coaching by Values: A Guide to Success in the Life of Business and the Business of Life. iUniverse. Bloomington, IND. Dolan, S.L., (2019) Más coaching por valores. Madrid, LID editorial. Dolan S.L., (2020) The secret of Coaching and Leading by Values: How to ensure allignment and proper realignment.  Routledge. (Forthcoming)
3. Garti, A and Dolan S. L. (2016). The parent as a value anchor. Gestion M.D.S. Inc.
4. Dolan S.L. (2019) Más coaching por valores, Madrid, LID editorial
5. Garcia S., Dolan  (1997) La dirección por valores. Madrid McGraw Hill; Dolan S.L. Garcia S., Auerbach A., (2003) “Understanding and Managing Chaos in Organizations”, Intrnational Journal of Management, Vol 20(1):23-35; Dolan, S.L. Garcia S., Richley B., (2006) Managing by Values: A corporate guide to living, being alive and making a living in the 21st century.  Palgrave Macmillan
6. Dolan S.L. (2016) Reflections on Leadership, Coaching and values: A framework for understanding the consequences of value congruence and incongruence in organizations and a call to enhance value alignment, The Study of Organizations and Human Resource Management Quarterly, July, Vol 2(1):56-74; Dolan S.L. (2019) Más coaching por  valores , Madrid LID editorial. The English version of the book will be available in the Fall of 2019.
7. Ariely D., (2013). The (Honest) Truth about Dishonesty. Harper Perennial; Reprint edition (June 18, 2013)
8. If you wish to read more about Leadership by values , we recommend  www.leadershipbyvalues.com  or read Dolan (2018) Liderazgo, direccion y coaching por valores, Punto Rojo  (Amazon.com) or see the forthcoming book in English: Dolan S.L. (2020) The secret of Coaching and Leading by Values: How to ensure alignmenmt and proper realignment. Routledge (forthcoming).

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Beyond Collaborative Intelligence we can see a Meta-Mind Society Surfacing and we can Dream of a Ω-Mind? https://www.europeanbusinessreview.com/beyond-collaborative-intelligence-we-can-see-a-meta-mind-society-surfacing-and-we-can-dream-of-a-%cf%89-mind/ https://www.europeanbusinessreview.com/beyond-collaborative-intelligence-we-can-see-a-meta-mind-society-surfacing-and-we-can-dream-of-a-%cf%89-mind/#respond Fri, 27 Sep 2019 09:38:40 +0000 https://www.europeanbusinessreview.com/?p=71000 Facts, Fads and predictions about the joint venture of Human Mind and AI algorithms By Mario Raich, Simon  L. Dolan, Claudio Cisullo and Bonnie A. Richley “Humans have dreams, computers […]

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Facts, Fads and predictions about the joint venture of Human Mind and AI algorithms

By Mario Raich, Simon  L. Dolan, Claudio Cisullo and Bonnie A. Richley

“Humans have dreams, computers don’t! Computer programmes can be replicated easily, human minds not at all!”

We are living in an extraordinary time; our world is in the midst of digitalisation that is already shifting towards a world dominated by virtualisation and artificial intelligence. Many agree that people will work and live in collaboration with “intelligent1 machines.” Although Chaos Theory is able to describe this imminent change as strange distortions (attractors) and disruptive contextual changes, what is most profound is that we are at the dawn of a deep transformation with historical dimensions creating the emergence of shifts in societal cognition.

This imminent change will literally turn things on its head as we know it. Everything seems to be put upside down. The deep transformation is still in process. We are still in the phase of transition and probably will be there for the next 25 years or so. Presently, we are busy with the challenges of globalisation and digitalisation, but within the next decade we will have to cope with the challenges of virtualisation and AI.

The virtualised world equipped with artificial intelligence will never be the same. We have started a disruptive journey into the big unknown. For virtualisation we are aiming at “seamlessness2” of “our reality” with the “virtual reality”. In terms of artificial intelligence, we still have to figure out what we mean by the construct of “intelligence.”

Human beings are psycho-physiological entities operating with different processes on different levels: reason, imagination, emotions, feelings, and instincts. Beside the physiological processes, there are conscious (i.e., controlled, instinctive, automatic which employs routines) processes. Humans are communicating constantly whether they be verbal, visual, through body language or other behavioural signs. Words are based on concepts and are loaded with meanings and emotions. Most of human communication is subjective and colored by our worldview, the Zeitgeist and our cultural environment. In addition, our perceptions are heavily distorted by prejudices and subjective worldviews.  By contrast, machines are not conscious, non-emotional and ruled by algorithms created by humans.

Human behaviours and realities are based on genetic programming, life experiences, role models and education. Humans are all children of the Zeitgeist; even science is affected by it3. The history of science and ideas is the best proof to support this argument.

Science is the most objective way to look at the world. But it is also biased by its very rudimentary assumptions and foundations. We tend to see the world and universe through the lens of the four-dimensional macro cosmos. Meanings are contextual and we are operating within different theoretical frameworks. Today we can see the edge of contemporary science, but most of us are not able to move beyond it. It seems to be reserved for future generations.

So far humanity has been relying on individuals and groups of individuals to find solutions for our problems. Today we are able to leverage the intelligence of large groups of people and are approaching the possibility of using the collective intelligence of our entire humanity for this purpose. However, with the development of artificial intelligence, we can see an additional level that searches and finds convenient solutions; it is the collaboration of humans with intelligent programmes and machines.

The collaboration of humans with smart machines and programmes creates new solutions way beyond our imagination, leading to meaningful life quality enhancing products, services and experiences!

The collaboration of humans with smart machines and programmes creates new solutions way beyond our imagination, leading to meaningful life quality enhancing products, services and experiences! The objective of this paper is to explore several levels of co-existence, cooperation and co-creation of humans and intelligent machines that we denominate collaborative intelligence.

Plainly speaking, digital platforms4 enable us to leverage collective human intelligence. The first attempt of collaboration and co-creation of humans and intelligent machines is popping up in the Internet of Things daily. Soon we will see the emergence of “Meta-Intelligence”: it will represent a merger of human intelligence with AI, leveraging collective intelligence with the computational power of intelligent machines, the Internet of Things, the cloud and virtual reality. This will be the era of the Meta-Mind, which will lead us towards the “Fusion-Mind”, when advancements in technology will allow us to merge an enhanced human mind with “Advanced General Artificial Intelligence” (hereafter AGAI) based entities. We argue that this will be a process of “symbiosis” rather than replacement.

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Contextual Changes in the Cyber-Age

Are we heading towards a state of Meta-Mind?

Several extremely powerful forces and major threats are converging simultaneously and pushing us into a new world yet to be experienced.

Let us examine these trends briefly:

To get prepared for the big transformation ahead of us, we need to understand what is happening right now and we must explore where this is leading us to.

The advancement of artificial intelligence is unstoppable. AI is already present in all areas of our life and work. AI applications in business are spreading like a wildfire, but most of them are just pilots7. The big explosion is still ahead of us. Due to the development of Cyber Reality (Digital Reality, Augmented Reality, and Virtual Reality) and artificial intelligence we are also experiencing the transformation of reality towards “hybrid” realities.

To cope with this deep transformation, we need to have life-long learning experiences encompassing all forms and levels of education. The formal education and the corporate education need to converge to leverage human specific skills, competencies and talents, and to prepare people for collaboration with artificial intelligence based entities. Future education needs therefore to be based on four pillars: learning, research, development and deployment, with a strong focus on individual talent development8.

Thus, collaboration and partnership are the keys to success. In the future, we can imagine scenarios where information integration, visualisation and new modes of collaboration will improve business performance beyond our expectations9.

At the end of this transformation we will be living and working in a different world using hybrid models based on the different “Realities”10. When we are dreaming to go back to the solid grounds of the past, we are reinforcing the blindness towards the context around us. When we are mourning our losses, we are missing new opportunities. 

 

AI and Hybrid Reality11

Table 2 is a synoptic summary of the expected seamlessness of the emulating capacity of the human abilities through AI & CR. In a previous article published in this journal we have already presented a classification of the realities we are facing12. Based on these we will create multiple “Hybrid-Realities.” The full power of the Cyber-Reality will be actualised when the Virtual-Reality will be seamless to Our-Reality. Table 2 takes a closer look at the expected development of Cyber Reality and Artificial Intelligence.

 

Development of Cyber-Reality on the road towards ‘seamlessness’

Our experience of the world is multisensory. Thus, it is important to understand where we stand in respect to the different senses on “seamlessness.”  This means that people would experience “Our Reality” in a similar way even if the content would be pure fiction. The possibility to experience products of imagination and fiction like our reality, would make it immensely larger and deeper. This bears the risk that VR may become a substitute for real life and then becomes an escape.

Virtual Reality (VR) seamless to Our Reality (OR) (i.e., engaging our senses) will take quite some time to reach where all the core senses are encompassed. Cyber-Reality may allow us to have new senses; some not known today. (Table 3)

 

Enablers of seamless includes:

• Artificial Intelligence
• Quantum Computing
• Computer interface Mind to Brain (M2B) and Brain to Mind (B2M)
Development of the Internet and global connectivity
• Communication infrastructure: global connectivity, mobile communication,
  5G etc

 

Development of Artificial Intelligence

In the following we will revisit the expected developments in Artificial Intelligence.

AI is just a “proxy term” and it is highly imprecise. Often it is misleading. It is mainly based on the limited concept of “IQ”, not considering the other intelligence concepts, like the one proposed by Gardner’s Multiple Intelligences18.

In order to better understand the human/AI interaction, let us differentiate between skills, competencies and talents. So far, the AI based entities, can replace several human skills and partially human competence, but so far not human talent. A talent is composed of a key skill, focused on a selected knowledge or expertise domain. Both of them need to be developed and deployed jointly to build a core competency (i.e., intent + behaviour = competence). Intensive deployment of a core competency leads to the creation of a talent. Extraordinary talents have in addition a genetic competitive edge.

 

AI as the future driver for growth

Research by McKinsey has gone as far as to describe AI as contributing to a transformation of society “happening ten times faster and at 300 times the scale” of the Industrial Revolution23. Several authors see AI as the new driver of growth, and it is well summarised in an excellent document produced by Accenture entitled: Artificial Intelligence is the future of growth24.

Mark Purdy and Paul Daugherty see that AI has the potential to overcome the physical limitations of capital and labor and open up new sources of value and growth25. In the report ‘How AI Boosts Industry Profits and Innovation’ published by Accenture Research and Frontier Economics the authors claim that AI technologies have the potential to increase productivity by 40% or more by 2035. According to Purdy and Daughtery AI will increase economic growth by an average of 1.7% across 16 industries by 2035 with information and communication, manufacturing and financial services leading all industries26. In a Forbes article Louis Columbus claims that Artificial Intelligence will enable 38% profit gains by 203527. It will mostly increase profitability in education, accommodation and food services and construction industries.

AI is already enabling a wave of innovation across many sectors of the global economy. It helps businesses use resources more efficiently. New AI deployments are already widely spread in the business world and beyond. There are many excellent overviews about the deployment of AI in the different industries28.

 

Talking about Singularity

The technological singularity is the moment when machines reach a level of intelligence that exceeds that of humans 29. Kurzweil, the father of this concept, claims that when “Singularity” has been reached machine intelligence will be infinitely more powerful than all human intelligence combined. “Singularity” is, according to Kurzweil, also the point at which machine intelligence and humans would merge30.

2029 is the date Kurzweil has predicted when an AI will pass a valid Turing test and therefore achieve human levels of intelligence (which is usually measures with an online IQ test). He has set the date 2045 for the “Singularity”, which is when we will multiply our effective intelligence a billion-fold by merging with the intelligence  we have created31.

 

Are we entering a world in real transition?

Creativity and entrepreneurship are the driving forces of human civilisation. Artificial Intelligence and Cyber-Reality are powerful forces pushing both of them into a new dimension.

The transformation provoked by the powerful forces of change create major issues for the fabric of society, for the economy, for business, for science and technology and for education. Remember, transformation is not change – because it is change that stays and there is no way of going back. We need to move from past glories towards future challenges and opportunities. This requires changing from future exploration towards future design. To survive and to thrive, most organisations need to operate on two levels simultaneously: coping with the existing context and requirements and venturing into the emerging requirements at the same time.

The transition towards a digitised world is at its heights, and the transition towards a fully developed Cyber-Reality is in its infancy. In a world of permanent transition, organisational and political leaders need to focus much more on the emerging opportunities and challenges. What we are facing, is one of the biggest transformations in human history comparable to the taming of fire, the development of a writing system, and printing.

We are looking at a permanent transition on all levels. The following are a few examples to illustrate this point:

• Work may become a privilege. A job for life will be the exception.
• We have shifts from one geopolitical constellation to another.
We soon will be living and working in multiple realities: Our-Reality, Digital-         Reality, Augmented-Reality, Virtual-Reality
Lifetime education will become a reality hence we will need to permanently        cope with disruptive events, transitions and transformations throughout the        lifespan

 

At the end of this transformation we will be living and working in a different world using hybrid models based on the different “Realities”. For detailed discussion of the transformation in business please read our former article published in this journal and entitled: “Insights into the transformation of business in the Cyber-Age32”.

This transformation is escaping many people because their intuition is to follow the old, outdated patterns and settle in the comfort zone. There is no surprise that in this type of VUCA world, many feel lost and anxious as they have tremendous fear of what the future will look like and they wonder if they will grasp it and be able to find their way in it.  We are in a great need of a compass that will guide us in this regard. The attitude of denial or an escape is not the solution to confront the deep transformation around us. One way to deal with an uncertain world is to develop an individualised compass. Dolan, for example, has been working for years on the need to develop an internal compass by focusing on values and understanding what is really important33.

Today collaboration and partnership are the keys to success. In the future, we can imagine scenarios where information integration, visualisation and new modes of collaboration will improve business performance beyond our expectations and current imaginations!

Humans and Cyber-Entities

Computers cannot think. But increasingly, they can do things only humans were able to do before. It is now possible to automate tasks that require human perceptual skills, such as recognising handwriting or identifying faces, and those that require cognitive skills, such as planning, reasoning from partial or uncertain information, and learning. Technologies able to perform tasks such as these, traditionally assumed to require human intelligence, are known as “cognitive technologies”34.

Instead of focusing solely on “Artificial Intelligence”, we should start thinking about artificially enabled and performed purposeful actions. Remember that all of the so-called “smart” and “intelligent” machines, are actually based on algorithms. Consequently, they are just mimicking human behaviour to get similar or same outcomes as humans.

 

Back to basics: what is human uniqueness?

If we want to compare humans with AI based “Cyber-Entities”, we need to bear in mind a holistic view on both sides. We need to look at what is unique and what is common to both sides. There is an immense amount of biological, biochemical and neurological processes necessary to create a living entity, and this is just a small part of being a human. “Life” as such, is still a conundrum. And, there are plenty of “non-material” elements of a human being.

The foundations of our mind can be also highly irrational, based on beliefs, assumptions, prejudices, generalisations, etc.  The mind can be also linked to instincts, values, ethical or moral principles. It is also a mesh of irrational elements and processes.

Cognition, consciousness and self-consciousness, self-awareness, conscience, the mind with many different processes like thinking, decision taking, several different intelligence processes etc.; the free will allowing purposeful planned actions, imagination, intuition, abilities like imagination, intuition, insights, creation, destruction, and entrepreneurship. We can add the personality, the Ego, core characteristics, dreams, the whole array of human senses, socialisation, relationships, empathy, emotions, feelings, gut feelings, etc. We need to add education, culture and civilisation, and the spiritual dimension. And so on.

The foundations of our mind can be also highly irrational, based on beliefs, assumptions, prejudices, generalisations, etc. The mind can be also linked to instincts, values, ethical or moral principles. It is also a mesh of irrational elements and processes. To make things even more complicated, the elements mentioned above can be interwoven and linked.

Will Cyber-Entities ever have consciousness? Can they become self-conscious? Will they be able to become like humans? Will we be able to “download” the human brain to a computer? These questions might not be relevant today, because technology, which would enable this, is still far away. And moreover, perhaps these are the wrong questions. So far, the development of so called “smart”, responsible intelligent machines and Cyber-Entities is based on emulating human behaviour and certain human abilities. They perform certain human actions and behaviours in a similar way like humans, but the basis of their activities is very different. Or, as Michael I. Jordan calls them “human-imitative AI35. Maybe we should use the term “artificial behaviour”, rather than “artificial intelligence”? In fact, the real question bothering us today is: “How far can and will Cyber-Entities replace humans, because they can do it better and more efficient than humans?” Another troublesome question is, “What will the Cyber-Entities be able to do that humans cannot?” According to the One Hundred Year Study on AI36, already today, AI is changing our daily life, and work. It also changes the way people interact with technology. AI systems are developed to accomplish particular tasks, and each application requires years of focused research and a careful unique construction.

 

Table 6 is an attempt to synthesise and present an overview of the expected AI emulating capacity mimicking human intelligence and behaviour. For now, it seems that we are only at the first steps, we have still only “weak AI” and very simple CR. The necessary technological basis, like quantum computing and the computer interface: “brain to computer” and the other way around, are still in their infancy.

But no doubt we are making progress. Someday “hybrid intelligence” and Cyber Entities with a high level of autonomy will be reality. As of today, we can see only the first steps in the development of the worldwide consciousness37. Nonetheless, as Martin Giles is pointing out, artificial intelligence is often overhyped and that’s is dangerous38. It is too early to speculate if the highly sophisticated Cyber-Entities will have their own consciousness, because we still don’t know what consciousness is all about. It seems that no existing AI can master even the simplest challenges without human-provided context39. But we cannot exclude that in the far future when AI might become truly intelligent and able to operate without context. In any event, we should start developing abilities and activities to deal with future Cyber-Entities which we do not expect or even anticipate today.

The keywords here are “emulated seamlessness!” For example, robots, even “Robo-Clones” copying humans to perfection, with identical appearance and even reactions like humans will be just machines emulating humans, because of their different physical and non-physical construction. They can be easily identified, even at a distance, by control of the heart beat or brain waves.

We also need to acknowledge that people have more than just “intelligence“, collective intelligence and a mind. They also have a personality, self-awareness, inspiration, imagination, inspiration, intuition, also beliefs, desires and intentions, finally instincts, feelings and emotions.

Richard Gall points out that an artificial neural network can process very specific data at an incredible scale but is not able to process information in the rich and multidimensional manner a human brain can40. The human brain allows humans to think critically and creatively in a way that does not need to be programmed. We also need to acknowledge that people have more than just “intelligence”, collective intelligence and a mind. They also have a personality, self-awareness, inspiration, imagination, inspiration, intuition, also beliefs, desires and intentions, finally instincts, feelings and emotions41. People are capable to create social relationships and friendships. They are able to predict other people’s behaviour; they can even have compassion and empathy, (i.e., understand or feel what another person is experiencing).

People have talents and sometimes amazing mental abilities comparable to computers, such as image memory, calculation, etc. They can be entrepreneurial, create cultures and civilisations. And last but not least, people have a personality and spiritual experiences. Ted Chu42 identifies three traits which make humans unique:

• Symbolic abstract thinking, i.e. the ability to think about objects, principles and ideas that are physically not present

• Structure building, i.e. the ability to build physical, and social structures and mental models

• Higher consciousness. Raya Bidshari describes it in her article as self-reflective consciousness, boosting our ability for self-transformation. According to her it contributes to our abilities for self-monitoring, self-recognition and self-identification.

 

For Gerald Edelman higher consciousness, “involves the ability to be conscious of being conscious”44. Other authors see higher consciousness as an ever-increasing awareness of the meaning of existence, of our spiritual essence, and of the spiritual or energetic nature in all things45. Almost all religions have a concept of higher consciousness46.

Humans thrive on empathy, emotions, imagination, creativity, and entrepreneurship rather non-existent so far in even the most advanced and powerful Cyber-Entities. We believe that even “hyper smart machines” will not be able to have feelings and emotions, like love, hate, happiness, sadness, etc. They will never experience compassion, jealousy, or be sorry and regret something. They will not be inspired, enthusiastic or passionate; be optimistic or pessimistic. No doubt they will be able to mimic feelings and emotions, but not more. Neither will they have conscience and sense remorse. All this is very human and will remain human for long, if not forever. In this respect animals are closer to humans than the machines.

On the other hand, someday machines will be able to help increase people’s happiness, overcome depression or deep pain. They will help us to make better decisions49. They will be able to increase cognitive powers; help to sustain our creative fire or entrepreneurial spirit.

It is important to bear in mind that today’s AI applications, including the fast spreading business applications, are still in an emerging stage, based on simple AI moving into multiple factor AI, like the autonomous cars. As Daniel Faggella the founder and CEO at Emerj clearly states, “AI is being hyped, and its potential in business is still for the most part experimental”49 but we never the less need to be aware that an AI powered Fourth Industrial Revolution will affect, complement, destroy, transform and create millions of jobs worldwide.

 

From Collaborative Intelligence towards the State of Meta-Mind

“Intelligence” is a tricky and debated concept. For the purpose of this paper we are using a simplified definition. We consider “intelligence” as a process leading to a purposeful action creating specific results. This action can be provided by humans, animals, or machines.

Maybe in this context we should differentiate between “Organic Intelligence” (carbon-based living entities like humans and animals) and “Anorganic Intelligence” (silicon-based, like machines, robots, and cyber-entities).

Collaborative Intelligence (CQ50) is a combination of Human Mind (HM) (individual & collective) and Artificial Intelligence (AI) in different forms and levels. It delivers the best results leveraging the most appropriate abilities of both sides.

CQ = HM + AI

Given the fast developments in AI, we may require focusing more on the human factor of the equation in order to keep the balance and make real progress. As Erin and Katinka Dijkstra state: “It is about human/AI co-creation in the digital world”51.

The MIT Centre for Collective Intelligence is exploring how people and computers can be connected so that – collectively – they act more intelligently than any person, group, or computer has ever done before.52 Thomas W. Malone, a Professor of Management at the MIT Sloan School of Management and the founding director of the MIT Centre for Collective Intelligence53 prefers to use the term “collective intelligence.” Moreover, according to Don Tapscott and Anthony D. Williams, “collective intelligence” is mass collaboration. In order for this concept to happen, four principles need to exist: openness, peering, sharing, and acting globally54.

A successful deployment of collective intelligence is Crowdsourcing, a process through which a task, problem or project is solved and completed through a group of unofficial and geographically dispersed participants55.

Collaboration, cooperation and partnership can exist between people, or people and other entities (animals, robots, AI based machines). The basis is similar. Between people they are based on common ground, open communication, finally mutual trust and respect. Collaborative Intelligence (CI) needs: a clear and meaningful purpose (P), direct communication (DC) finally trust, reliability, safety and security (TRSS):

Collaborative Intelligence = P x DC x TRSS

The three top priorities for a successful collaboration of people with AI based machines and systems include:

1. Trust based on Safety, Security and Reliability
2. Ease of use and meaningfulness, (i.e., access and direct communication)
3. Control of deployment and further development           

 

Fast and meaningful development of collaborative intelligence is only possible with focus on the human mind enhancement in parallel to the development of the AI. It also requires the ability to recognise advantages and uniqueness of organic and anorganic intelligence to create a beneficial partnership. (see Table 7) Examining the “Development of Artificial Intelligence and Cyber-Reality” we can identify, perhaps, three development stages or levels of collaborative intelligence:

 

• A basic stage of Collaborative Intelligence, the simple connection of people and AI based entities. This stage of Collaborative Intelligence is already in place in many working environments today56. In a subtle way we are giving up decisions step-by-step to AI based programmes and machines. The authors of “Solomon’s Code: Humanity in a World of Thinking Machines”, claim that the shift in balance of power between intelligent machines and humans is already here57. But they see many advantages in this symbiotic-intelligence” which is justified by partnership, and enhances economic good, well-being, at work, and quality of life58.

• Meta-Mind, a merger of Human Intelligence with AI leveraging the Collaborative Intelligence and combining collective intelligence of the crowd with the computational power of machines, Internet of Things, cloud and VR. The stage of Meta-Intelligence is on the increase and is emerging59. But we still have not developed some of the basics in human-machine interfaces60. Meta-Mind (M-M) is encompassing human mind and AI in all available forms. We need it to be able to live and act in the upcoming “Multi-Reality” and “Hybrid-Realities”. Meta-Mind is a merger and symbiosis of Human Mind with AI leveraging the Collaborative Intelligence and combining collective intelligence of the crowd with the computational power of machines, Internet of Things, cloud and VR.

Meta-Mind requires new forms of organisations, in particular business organisations, also new structures such as digital and virtual platforms and meta-platforms, as well as core processes. This will also lead to a partnership of people and “smart machines”, and a shift of values. “Smart machines” stand here for any “Cyber-Entity61 in all different realities.

M-M is also the result of the deployment of new technologies like neuroscience, bioinformatics, Cyber-Reality (i.e., digital, augmented and virtual reality). And finally, it requires a new understanding of “human mind” and “consciousness”62.

Fusion-Mind, a merger of Human Mind with GAI-based entities and Meta-Intelligence. The Fusion-Mind is one of several possibilities leveraging the strengths of both sides of the human mind and the AI resp.

 

Alternatively, there is the possible path of AI development without partnership with humans. Today most of AI applications we experience are still at the stage of “weak AI”. It allows AI to execute narrow, single tasks. Some coordination of several single tasks executed by AI is, however, emerging. A good example is the self-driving cars63. The next stage would be General AI, which is considered to be already “strong AI”, aiming to emulate most if not all human intelligence processes64.

Whether AI will ever reach the stage of being equal or even surpassing the human mind is a dream of some researchers65 and a nightmare for others66. Anyway, we need first to find answers to some difficult questions, like “What is consciousness?” and “Can AI be conscious”?

Peter Rudin proposes three scenarios depicting how AI may become equal to human intelligence.

1. “As machines continuously learn from humans and previously generated knowledge, they will eventually create their own identity, far surpassing the intellectual capacity of humans. Triggered by some kind of knowledge explosion, they might seek independence from humans.”

2. “Humans decide to merge with intelligent machines, most likely via a direct brain-computer interface (BCI). Due to the high-speed access to knowledge and intelligence provided by intelligence-service providers, this combination will significantly increase the intellectual capacity of humans.”

3. “Creating  a new SingularityEcosystem enhancing human-machine partnership, fostering the strength of each without the tight interconnection described in scenario 267”.

 

This does not exclude a fourth one, where the AI enabled machines create their own intelligence completely different from the human one. This could lead to a different description of the world, as well as science and technology.

 

Conclusions and Implications for the Future

Future “Collaborative Intelligence” is the outcome of the merger of Human Mind with Advanced General Intelligence (AGAI) leading to Meta-Mind. It is a symbiosis, not a replacement68! It can, in the far future, even lead to a “fusion” of human minds with the AGA.I

Whenever we are dreaming to go back to the solid grounds of the past, we are reinforcing the blindness towards the context around us. When we are mourning our losses, we are missing new opportunities. Cyber-Age is a time for creation and destruction. Unchained creativity and entrepreneurship are the driving forces of change and transformation. As of today, we can see the Collaborative Intelligence unfolding and the state of Meta-Mind emerging. The Fusion-Mind is a still far-fetched possibility and the rest are utopias and dystopias.

Synopsis of the principal message: To get prepared for the big transformation ahead of us, we need to understand what is happening right now and we need to speculate on where this is leading

• We must permanently explore and deploy the possibilities of mind enhancement and talent development and the creation of lifelong learning systems

We need to build and sustain continuous development of collaboration between people, machines and other non-human entities based on the available enhancement of mind, technologies and solutions

• We need to invest continuously and  equally in parallel into human mind enhancement and talent development and into AI development with corresponding applications for life quality Collaborative Intelligence will usually be better than standalone AI solutions

As a guideline we should aim for the use of the better suitable “ability between human activity, AI deployment or joint work”

We also need to carefully watch the progression of the AI to see any development of unexpected abilities and deployment

 

Containing the Risks of AI

Safety and security. Ownership and access. Right for deployment

• Reliability. Malfunctions. Software errors: there is no perfect error free machine, code or algorithm. Wrong algorithms based on biases and prejudices

Control of deployment and future development of AI. Autonomous and independent CE’s and robots “out of control

• Cyber-crime: hijacking programmes; malicious programmes; extortion, etc.

Cyber war and cyber terrorism

Malpractice: malicious use

AI overdoses and over reliance creating “cyber-junkies and causing stupidity on a large scale: “endemic stupidity”. People giving up autonomy and freedom

• Total government control of individuals and the population

 

Dreams are changing the world. Let’s dream together about a better world!

The journey towards Ω-Mind begins when human smart AI-based machines are considered to work together. This is the beginning of the age of Collaborative Intelligence. It is where we seem to be at the present (i.e. the year 2020).

The next two steps involve the reaching of the state of Meta-Mind and the ensuing state of Fusion-Mind; both states are still ahead of us. Nonetheless, what is already visible are the different directions the enhanced development will take place. We can move towards the first dystopia with an overlord ruling the planet, or at least a big part of it. We could also be moving towards the second dystopia where the machine intelligence is controlling the planet, or towards the utopia with an Ω-Mind where people with enhanced minds and talents are collaborating and co-creating jointly with machine intelligence, and are shaping and designing the world for the betterment of humanity.  What we will probably see is parts of the world being ruled by powerful Lords and high-tech companies and individuals, and others by machine intelligence. Today we still have the possibility to have an impact on the main direction of future development. To counterbalance the already visible preference for the development of dystopias, we need to focus on the direction towards the Ω-Mind, which means investing into the enhancement of the human mind and talents, as well as into the collaboration with the machine intelligence.

 

Future View

We cannot conclude this paper without taking the risk of venturing into the future. It is a calculated risk, but we wish to conclude this paper with a “future view” that will provide the readers, some reference points to dream or to act upon.

Remember that AI is invisible just like electric power, but it is virtually anywhere. Collaboration between humans and AI based entities is becoming part of daily life, education, science, technology work and even politics. AI will be an essential ingredient of nearly all activities in all “Realities.” People will be working much less than in the past. They will be rewarded based on the value they create, some for which is the outcome of partnership and collaboration with machines. Taxes will be based on the value created. If people’s incomes will not cover the minimum necessary for a decent life, the missing part will be supplied by a “minimum life quality fund.” The pension fund will be based on a basket of shares.

If our predictions are valid, we also argue that the fears of AI overtaking control over the world, will not materialise.  The collaboration of humans with AI, leveraging the unique abilities of both sides, will produce the best and most powerful solution, leading to the creation of AI-Symbionts. People with particular talents will be selected for mind and body enhancement and get a special education to become AI-Symbionts. These will be humans living and acting in partnership with highly sophisticated and powerful AI entities. The AI-Symbionts will be living incognito all over the planet. Although some live and work in special highly secured resorts, in particular the scientist and technologists doing research. A particular focus will be on the human mind and the question arising as to the nature and source of consciousness. Mind you, in the real world there will always be “good” and “evil” Symbionts, depending on the purpose they are aiming at.

The formula is that only the AI-Symbionts will know how many of them do exist. The AI-Symbionts will be able to communicate directly, if they wish so, with all other AI-Symbionts, but also with all AI enabled entities and devices. Their communication will be based on a secure new technology using the “entanglement” properties of the elementary particles. This proposition is based on a completely different approach to science and technology which will generate new scientific methods. For the public in general, the AI-Symbionts will appear only as 3-D projections, or as Robo-Clones. They will differentiate them by the basic symbol and different colors. We believe, the AI-Symbionts will be far more powerful than any pure AI system. Since the entire world is highly interconnected safety and security,  will be the primary concern of the Symbionts. The latter, will also be working on solutions to the global key issues of our planet, like the consequences of climate change, pollution and destruction of the eco-systems, regeneration of the oceans, social polarisation, fundamentalist ideologies, etc.

The Ω-Symbionts, will be known to stand for peace, peace of mind, universal human values and a sustainable life quality for all people, and overall for the meaningful and beneficial use of AI. The “evil” AI-Symbionts using the lightning symbol will fight against them because they will stand on the side of the power. It is the eternal fight of good and evil forces leveraged on a new level. For some people AI will become a surrogate, an ersatz for religion. For them the AI-Symbionts will be the angels and demons.

The fears based on the advancement of AI are not completely unfounded. The abuses by the power players on one side and the unexpected and uncontrollable features of the autonomous cyber-entities, may not always be prevented by the Ω-Symbionts, leading to extremely dangerous situations. Again and again the world will be tangling between wrongly directed digital autonomy and power greedy humans, governments and organisations. The world development council will be still very busy with workup and prevention, to keep the world a safe place and to prevent major disasters.

The Ω-Symbionts will be aiming at a world with a Fusion-Mind where all people and intelligent machines are connected together. Some will dare even to think about a world ‘beyond’ based on one single mind, combined of all human minds and artificial intelligence-based machines and systems creating the Ω-Mind.   

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About the Authors

Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business and work.

Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). He used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 70 books on themes connected with managing people, culture reengineering, values and coaching.  His full c.v. can be seen at: www.simondolan.com

Claudio Cisullo is a Swiss-based serial entrepreneur and investor. He is the founder and Chairman of CC Trust, a family office invested across the biotech, leisure, pharmaceuticals, professional services, real estate and technology sectors. Among his most recent investment is Chain IQ Group, a globally active provider of procurement services.

Bonnie A. Richley is the Co-Founder and Chief Design and Innovation Officer for Interaction Science, LLC. She previously was an Associate Professor and Chair/Program Director for the Department of Business and Entrepreneurship at Chatham University, the AVP of HR and Asst Professor at Case Western Reserve University. Her work involves positive organisation development with expertise in Appreciative Inquiry; executive coaching as a trainer and master coach; and adult learning theories and competency development.

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48. Roddy Millar, Neuroscience for Business Impact, 06 September 2018
https://www.iedp.com/articles/neuroscience-for-business-impact/
49. Daniel Faggella, Enterprise Adoption of Artificial Intelligence – When it Does  and Doesn’t Make Sense, https://emerj.com/ai-executive-guides/enterprise-adoption-of-artificial-intelligence/?utm_term=&utm_medium=enterprise-adoption-of-artificial-intelligence&utm_campaign=General-Autoresponder-Email-2&utm_source=email&utm_content=&_ke=eyJrbF9lbWFpbCI6ICJtYXJpb0BlbWVyaXRhY2FkZW15LmNvbSIsICJrbF9jb21wYW55X2lkIjogIk1qeFpxZyJ9
50. Collaborative intelligence, https://en.wikipedia.org/wiki/Collaborative_intelligence
Christopher Isak, What is Collaborative Intelligence? https://techacute.com/what – is – collaborative – intelligence/
51. Erwin Dijkstra,  Katinka Dijkstra, Towards a human/AI co-creation in the digital world, https://atos.net/en/blog/towards-humanai-co-creation-digital-world
52. https://cci.mit.edu/
53. https://cci.mit.edu/malone/
54. https://en.wikipedia.org/wiki/Collective_intelligence
55. https://www.techopedia.com/definition/27816/crowdsourcing
56. Dave Damer, Collaborative intelligence is the future of work, https://www.itproportal.com/features/collaborative-intelligence-is-the-future-of-work/
Geoff Mulgan, Collective intelligence  will  change our world, https://www.morningfuture.com / en /article/2018/09/05/geoff-mulgan-ceo-nesta-ai-collective-intelligence-social-innovation/407/
57. Lisa Kay Solomon, How Can Leaders Ensure Humanity in a World of Thinking Machines?https://singularityhub.com/2019/01/09/how-can-leaders-ensure-humanity-in-a-world-of-thinking-machines/
Olaf Groth, Mark Nitzberg, Solomon’s Code: Humanity in a World of Thinking Machines, 2018
58. Lisa Kay Solomon, ibid
59. Dom Galeon, Peter Diamandis Thinks We’re Evolving Toward “Meta-Intelligence”, https://futurism.com/peter-diamandis-thinks-were-evolving-toward-meta-intelligence
Ulrich Lichtenthaler,  (2018) “Beyond artificial intelligence: why companies need to go the extra step” Journal of Business Strategy, https://doi.org/10.1108/JBS-05-2018-0086
Abinash Tripathy, Why Humans Need To Find Symbiosis With AI, Jan 29, 2018 https://www.forbes.com/sites/forbestechcouncil/2018/01/29/why- humans – need – to – find – symbiosis-with-ai/#
60. Jody Medich, Making Superhumans Through Radical Inclusion and Cognitive Ergonomics, https: // singularityhub.com / 2019 / 01 / 10 /making – superhumans – through – radical – inclusion – and – cognitive – ergonomics/
61. We consider as “Cyber-Entities” AI enabled systems, platforms, machines, devices and entities
62. The “understanding” of key concepts and principles is contextual and requires new definition or description every time the context in which they are used changes. In addition, we need to understand that the key concepts and principles themselves are also drivers for the change and transformation of contexts.
63. Alex Davies, The WIRED Guide to Self-Driving Cars, https://www.wired.com/story/guide-self-driving-cars/
The Self-Driving Car Timeline – Predictions from the Top 11 Global Automakers
Last updated on December 21, 2018, published by Jon Walker, https://emerj.com/ai-adoption-timelines/self-driving-car-timeline-themselves-top-11-automakers/
64. Matt Turck, Frontier AI: How far are we from artificial “general” intelligence, really?
https://hackernoon.com/frontier-ai-how-far-are-we-from-artificial-general-intelligence-really-5b13b1ebcd4e
65. Stephen Johnson, Human-like A.I. will emerge in 5 to 10 years, say experts. A survey conducted at the Joint Multi-Conference on Human-Level Artificial Intelligence shows that 37% of respondents believe human-like artificial intelligence will be achieved within five to 10 years.
https://bigthink.com/surprising-science/computers-smart-as-humans-5-year
66. Cameron McLain, Can Artificial Intelligence Be Conscious? https://medium.com/hummingbird-ventures/can-artificial-intelligence-be-conscious-e316c2ac4769
67. Peter Rudin, What happens when Artificial equals Human Intelligence?
https://singularity2030.ch/what-happens-when-artificial-equals-human-intelligence/
68. Matt Ridely, Artificial intelligence will be a symbiosis, not a replacement
http://www.rationaloptimist.com/blog/artificial-intelligence-augments-human-skills/

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MBSIV: A Framework for Creating a Sustainable Innovation Culture https://www.europeanbusinessreview.com/mbsiv-a-framework-for-creating-a-sustainable-innovation-culture/ https://www.europeanbusinessreview.com/mbsiv-a-framework-for-creating-a-sustainable-innovation-culture/#respond Fri, 24 May 2019 23:57:01 +0000 https://www.europeanbusinessreview.com/?p=61386 By Kristine Marin Kawamura and Simon L. Dolan Innovation has been consistently found to be the most important characteristic associated with organisational and market success. Some companies are brilliant at […]

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By Kristine Marin Kawamura and Simon L. Dolan

Innovation has been consistently found to be the most important characteristic associated with organisational and market success. Some companies are brilliant at innovation while others, for all their efforts, cannot sustainably deliver successful innovations. Why do some firms succeed while others fail? This paper proposes that sustainable innovation occurs when leaders and managers are able to break open their innovation search space by emphasising need pull innovations and harnessing the innovation energy of user- and customer-innovators; develop the strategic dynamic capabilities of values-based innovation culture and management system; and transition their management systems to “Managing by Sustainable Innovation Values” culture (MBSIV). With its three essential axes (economic-pragmatic, ethical-social, and emotional-developmental), MBSIV allows management to develop a values-based, high-involvement, performance-oriented innovation culture, which becomes a distinctive competency for the firm for delivering innovatory and competitive advantage. 

As the Greek philosopher Heraclitus once said, “The only thing constant is change.” Not only is change central to the universe, it is a central component in all human, organisational, and societal development: the child grows into the adult; the organisation strategically adapts in response to the influence of environmental forces; or, as a society shifts from a nomadic band of primitive hunter-gatherers to an egalitarian society, it becomes more complex and centralised, demanding more technology, innovation, governmental regulation, and leadership1. Change, too, is a vital aspect of science, which further associates the notion of change with energy. According to physics, energy is a property of all objects and is transferable among them via fundamental interactions. Energy can be converted, changed, into different forms, but it cannot be created or destroyed. Energy, too, may be lost, unavailable for work, which in turn is measured by entropy – normally viewed as a measure of the system’s disorder.i 

Research shows that organisational leaders can “spark” a unifying vitality and commitment among employees and unleash their firms’ potential for creativity, initiative, and innovation by developing, or uncovering, an organisation’s unique purpose.

Organisations, too, can be associated with notions of change and energy. Change serves as a catalyst for the successes and failures of 21st century organisations and societies that must withstand and even flourish in the midst of the risks associated with numerous economic, environmental, geopolitical, societal, political, and technological transformations: un- and underemployment; the flair up of interstate conflicts; terrorism; the energy, fiscal, and water crises; profound social instability; large-scale voluntary migration; and critical information infrastructure breakdown2. Furthermore, the energy and vitality of individuals and organisations have been found to depend on the quality of the connections among people in the organisation and between organisational members and people outside the firm with whom they do business3. Research shows that organisational leaders can “spark” a unifying vitality and commitment among employees and unleash their firms’ potential for creativity, initiative, and innovation by developing, or uncovering, an organisation’s unique purpose4. Purpose is intimately connected to the values of both the organisations and its leaders and may be engendered by the use of values-driven leadership and management systems5. Entropy, too, may occur in organisations when self-organising living systems are ignored or when their strategies and cultures are not based on wholeness, interdependent relationships, open communication, shared information, shared values, and trust6

Innovation, consistently found to be the most important characteristic associated with organisational and market success7, is also deeply rooted in the notions of change and energy. Innovators seek to change the status quo, exploring how to do something different or do something better, how to turn opportunity into new ideas and putting them into widely used practice8. They look for ideas from multitudes of sources that trigger the process of taking an idea forward, revising it, weaving its’ different strands of “knowledge spaghetti” and relational connections together towards a useful product, process, or service8

Innovation is rooted in its own source of energy: innovation energy has been described as the ‘pattern’ behind successful innovation, which is the confluence of three forces: an individual’s attitude; a group’s behavioural dynamic; and the support an organisation provides for enabling innovation8(p.141). At the heart of innovation is the ability of leaders and managers to energise and engage the people of the firm –to get them fired up about the firm’s bold vision (right attitude), breaking established behaviour patterns so that people employ “right” innovation behaviours and create the “right” organisational support, environment, and leaders to powerfully fuel innovation energy8. Leaders generate, harness, and manage innovation through developing a values-based, high-involvement innovation environment, culture, and climate. They create a high-involvement innovation environment – a condition where everyone is fully involved in experimenting and improving things, in sharing knowledge, and in creating an active learning organisation – by building a shared set of sustainable innovation values that bind people together in the organisation and enable them to participate in its development, driving both incremental and radical innovations and maximising organisational performance8,9,10,11. A high-involvement innovation climate is characterised by emotional safety, respect, and joy derived through emotional support and shared decision-making, creative self-efficacy, reflection, open communication, and divergent thinking12

This paper proposes three interrelated strategies for creating a high-involvement innovation environment, culture, and climate:

1.Break open the innovation search space by emphasising need pull innovations, harnessing and leveraging the innovation energy of user- and customer-innovators;

2. Recognise that developing a values-based innovation culture served by a values-based management system serves as a strategic dynamic capability for the firm that enables it to capitalise on its strategic human and innovation resources; and

3. Transition its management system to Managing by Sustainable Innovation Values (MBSIV) – a values- and innovation-based leadership tool that motivates innovation energy, enhances user- and customer-innovation, and address the many management challenges of the 21st century.

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The Evolution of the Innovation Space

Innovation occurs within an innovation space (defined by paradigm, product, position, and processes) within which an organisation can operate and innovate13. Traditionally, the boundaries of the innovation space were based upon the firm’s internally-based resource capabilities along with those developed through strategically-developed partnerships along its value chain. Today’s best innovators are breaking open the boundaries of the innovation search space. Several strategies have emerged: breaking industry compromises to release enormous sources of stored value and achieve breakaway growth14; creating “blue oceans,” untapped market spaces that are ripe for growth15; and disrupting the industry’s cost structure by working at the fringes of a mainstream market, addressing unmet user needs16.

 

Expansion of Need Pull Innovation 

As opposed to knowledge push innovation that underlies large organisational R&D departments, need pull innovation is developed in response to real or perceived needs for change from the buyers, adopters, clients, and/or users of products and services.

This paper proposes that the firm’s innovation search space and landscape will also be further expanded and redefined through the growth of need pull innovation, which is correlated with the emergence of user- and customer-based innovation. As opposed to knowledge push innovation that underlies large organisational R&D departments, need pull innovation is developed in response to real or perceived needs for change from the buyers, adopters, clients, and/or users of products and services8.

Need pull innovation arises from the evolutionary and transformative forces of globalisation, digitalisation, and virtualisation17, which have fueled the innovatory forces of democratisation, open and networked innovation, and personalisation, and mass customisation/consumerisation (i.e. a market size of 1). Democratisation affects firm capabilities, as computer hardware and software democratise access to tools that were only possible in a firm environment before. This makes citizens more capable of engaging in their own solutions (innovations) for their problems. Open and networked innovation affects firm coordination, as the Internet has greatly improved the ability of users to coordinate their efforts, so that more complex endeavours can now be produced as a result of coordinated individuals18. The move to personalise firm capabilities to “market sizes of 1” allows firms to meet individual user’s needs with unique, inimitable solutions19

User- and customer-centred innovation strategies and practices, in turn, are also emerging, offering advantages over firm-centric innovation development systems: the individual is no longer simply regarded as a buyer with needs for manufacturers to identify and serve, but as individuals that develop their own solutions, therefore becoming users and innovators (i.e. “user-innovators” or “customer-innovators”)20. User-oriented innovation further individuates while also wildly expands the potential for the firm’s innovation search space, as the firm can now experience a rich outpouring of innovation energy from an n(n+1) number of sources across its open, unbounded innovatory ecosystem. 

 

The Strategic Capability of a Values-based Management System

The dynamic capabilities approach to competitive advantage states that the managerial and organisational processes used by a firm – the way that things or done in the firm, or what may be called its “routines,” its patterns of current practice and learning, or its management system – is a source of strategic competitive advantage. These routines strategically and collectively enable management to create and innovate new products and processes and respond to changing market circumstances. They become distinctive if they are based  on a collection of routines, skills, and complementary assets that are difficult to imitate19

Values serve as the foundation for developing organisational culture, passion, and shared commitment and the cornerstone for the development and integration of innovation routines, skills, and assets.

We propose that innovation-based organisational values and a values-based management system may serve as a new source of dynamic capabilities for the firm that is competing in the complex innovatory environment created from the growth of need pull innovation, user- and customer-innovation, and the unbounded innovation search space. Research shows that firms that are successful in innovation depend upon two key ingredients: 1) technical resources (such as people, equipment, knowledge, money, and the firm’s embedded organisational and human values); and 2) the values-based capabilities in the organisation to manage the resources6. Values serve as the foundation for developing organisational culture, passion, and shared commitment and the cornerstone for the development and integration of innovation routines, skills, and assets. Studies confirm that the way that people are managed and developed delivers a higher return on investment than new technology, R&D, competitive strategy or quality initiatives, and gives recruitment and retention advantages to those organisations demonstrating flexibility and innovation in their people policies20. Values-based innovation processes that open a firm’s innovation search space may also engender societal level transformation. 

 

The Evolutionary and Innovative Journey of Management Systems 

Management systems have evolved, or “creatively destructed,” during the 20th and 21st centuries in correlation with and response to two interrelated forces: increasing levels of organisational and social complexity and increasing needs for organisational, social, and human development. Dolan and Garcia21 have proposed four evolutions of management that each increasingly address sustainability and innovation concerns: MBI, MBO, MBV, and MBSIV.

Initiated in early 20th century, “Management by Instruction” (MBI) recognised that the driving value of firms was efficiency achieved through the implementation of mass production and automation systems.ii With MBI, few people made the key decisions, with employees and customers following their instructions. 

With increasing levels of environmental complexity in the middle of the 20th century, MBI was no longer effective. Emphasising both efficiency and effectiveness paradigms, “Management by Objectives” (MBO) emerged. Multiple stakeholders and the attention to legal frameworks and market conditions (yet little to sustainable concerns) ensured that results were accomplished. 

“Management by Values” (MBV) emerged at the beginning of the 21st century, a time in which all stakeholders’ activities and needs changed, environmental crises abounded (e.g. climate, water, air, population explosion and terrorism), and the volatility created more awareness across all stakeholders – further exacerbated by higher levels of education of the workforce, the phenomenon of information explosion, instant communication via mobile communication devices, and the fear of nuclear disasters. MBV was used by people who viewed the world more holistically and were more sensitive to the interrelationships of ecology, the social fabric of society, economics, technology, and the search for self-actualisation and self-responsibility22

Given the increasing levels of transformative forces threatening the survival and sustainability of the world order, this paper proposes that MBV may benefit from reinvention to MBSIV (“Managing by Sustainable Innovation Values”), a next-generation management system that may fuel innovation energy, generate sustainable innovation, optimise performance, and deliver needed solutions to the massive array of human, organisational, and social problems we face today.

 

Exhibit 1: Comparing the principal characteristics of MBI, MBO, MBV, and MBSIV

 

From MBV to MBSIV

Previous research has shown that values-based management systems provide a human-centred philosophy and set of practices that enabled leaders to build an organisational culture in alignment with its core organisational goals and strategic objectives. These systems enabled firms to build company-wide commitment to shared values and shared strategies. 

The MBV system was born out of understanding how stress impacts people at work. Research shows that psychological “weapons” such as the threat of losing one’s job, the demand for employees to perform as “super people” for prolonged periods of time, and corporate anorexia (cutting the workforce to the bone) has produced the kind and level of toxicity that causes suffering, illness, burnout, and sometimes even death22,iii. Healthy organisations, by contrast were able to develop and maximise individual and organisational well-being23.

Well-being is now needed at individual, organisational, and societal levels, its value exponential in measure as leaders face complex global risks that threaten the survival of future generations around the globe.

Three intersecting 21st century trends are only increasing the level of stress impacting people, organisations, and even societies: 1) the increasing speed of communication and information flows; 2) an increasingly complex context of uncertainties, dualities, and paradoxes; and 3) transformative global forces that threaten the world order: the growing global population; an increasing level of migration and mega cities; a constant search for new ways of creating a decent life; the energy crises; infrastructure collapses; the growing global divide; unequal access to education; and the “metaverse” and singularity of virtual reality24. Well-being is now needed at individual, organisational, and societal levels, its value exponential in measure as leaders face complex global risks that threaten the survival of future generations around the globe.

MBSIV represents a new approach and practice in strategic management that enables leaders to foster human, organisational, and societal wellbeing, health, and wealth through delivering socially-responsible innovation9,20. Managers may use MBSIV to motivate innovation energy: create high-involvement innovation environments, cultures, and climates; build cross-functional, high-performance teams; embed innovation as a core business process; and champion a set of shared values and the will to innovate. (See Exhibit 1).

 

Exhibit 2: The MBV and MBSIV Models

 

The MBV Tri-axial Model versus MBSIV Intersectional Model 

The MBSIV intersectional model of values developed out of the MBV tri-axial model of values, which been used as a tool for developing organisational culture22,23 (See Exhibit 2). 

MBV assumes that the central values along with their associated goals and strategic objectives are the foundation for defining a firm’s culture. These values are used by managers and employees to set strategies, make decisions, and guide behaviours, that enable people to do what they do best in their jobs. These three sets of values may be defined and then circumscribed within the triangle that is formed by the following three complementary yet orthogonal axes. 

• Economic-pragmatic values are a set of values related to the criteria of efficiency, industrious, performance standards, and discipline. These values guide the planning, quality assurance, and accounting activities in organisations: they are necessary in order to maintain and unify various organisational subsystems. 

• Ethical-social values represent the way people behave in groups guided by ethical values shared by members of a group. These values come from conventions or beliefs about how people should behave in public, at work and in their relationships; they are associated with values such as honesty, consistency, respect and loyalty, among others. These values are manifested by actions more than words.

• Emotional-developmental values are essential in creating new opportunities for action. These values are related to intrinsic motivation, which moves people to believe in a cause. Optimism, passion, energy, freedom, and happiness are some examples of these values; without them, people would be unable to make firm commitments or be creative. Therefore, when designing an organisational culture, it is essential that people are able to do what they do best in their jobs. 

Firms using MBV as the basis for organisational culture typically develop a symmetric 33-33-33% alignment across the three sets of values. Some will have asymmetry where either the ethical or economic axis dominates, but we argue that this configuration will not necessarily lead to sustainable innovation.

The MBSIV model, on the other hand, is an asymmetrical culture-reengineering model, where explicitly the emotional-developmental axis dominates the culture. The corresponding values serves as a management system for managers of innovative firms to integrate user- and customer-innovators into the innovation business process to achieve sustainable innovation20. MBSIV is typically configured in the proportion of 40%  (or higher) emotional-developmental, 30% economic-pragmatic values, and 30% ethical-social values. By averaging these proportional numbers associated with each set of vertices along an axis, an organisation or individual would be able to achieve a 40% focus on innovation, a 30% focus on survival, and a 30% focus on sensitivity. Remember that the emotional-development share of values needs to be greater than the other values in order for the culture to engender the level of innovation energy, or passion, needed for innovation: early research as well as consulting experience shows that true innovation is initiated only when the “innovator” assumes the responsibility to champion a new idea, and that this occurs when passion, or energy, is embedded around and within the innovation process, strategy, and culture – and when roadblocks (i.e. innovation entropy) are reduced.

Managers use MBSIV within the perpetual process of aligning and realigning the three sets of values at their points of intersection, depending on their firm’s strategic goals. Leaders and managers pursuing innovation strategies will develop cultures based upon values associated with the intersection of the emotional-development and economic-pragmatic axes. Those concerned with the survival of the firm will strategically develop cultures based on values defined at the intersection of the economic-pragmatic and ethical-social axes. (After all, when a big ethical or social scandal arises, the survival of the firm is at stake). Those seeking to strategically develop more humane, “sensitive”, and/or socially-responsible firms will develop cultures based on values found at the intersection of the ethical-development and emotional-developmental axes.

The MBSIV model may also be strategically configured to serve as a management coaching when developing employees to achieve innovational goals. The manager/coach would use the MBSIV process to help the employee identify, develop, and use a greater proportion of values skewed towards emotions (the emotional-developmental values) over ethical-social and economic-pragmatic values to achieve innovational goals. The proposed proportion of values in this configuration might be 50% emotional-developmental, 30% economic-pragmatic, and 20% ethical-social. By averaging these proportional numbers associated with each set of vertices along an axis, an individual or organisational would be able to achieve a 40% focus on innovation, a 25% focus on survival, and a 35% focus on sensitivity. 

Customer-innovators tend to be more driven by emotional values than the other categories of values. Firms may use MBSIV to determine how to align the value profiles of different innovation stakeholders and ascertain how to involve their input into the innovation business process and embed their contributions into the organisations’ leadership, strategy, goals, and culture. 

 

The Case of Google: A High-Involvement Innovation Environment

Google – voted the top position in Fortune’s Best Places to Work for the 6th year in a row – resembles a firm that has developed a high-involvement innovation environment. 

Albeit recent criticism by some Google employees claiming that the organisation has shifted focus from ethics to profits, the level of innovation remains intact. Google’s culture is grounded in sustainable innovation values. Employees are inspired by its mission: “To organise the world’s information and make it universally accessible and useful” and set of “10 things”, or value statements, that were put in place by management at the launch of the business. These “10 things range from statements such as “Focus on the user and all else will follow” to “Great just isn’t good enough.”iv 

The belief that work should be challenging and challenge should be fun, and an emphasis on team achievements and pride in individual accomplishments contribute to Google’s overall success.

Google motivates innovation energy and creativity through use of value statements (such as “You can be serious without a suit”), the belief that work should be challenging and challenge should be fun, and an emphasis on team achievements and pride in individual accomplishments contribute to Google’s overall success. They also put great stock in their employees, describing them as “energetic, passionate people from diverse backgrounds with creative approaches to work, play, and life”. They also create a casual atmosphere, which helps inspiring ideas and innovation to emerge from the numerous connections people have, whether in meetings, at the gym, or at the water cooler.v 

They have expanded their innovation search space to include user-innovators, freeing people to innovate while avoiding entropy. For example, they use tools such as Google Cafés and Google Moderator internally to encourage interactions across functions and teams. Recognising that innovation needs a lot of “white space” around it20, engineers are invited to spend 20% of their workweek on projects that interest them. User-innovation is also inspired through TGIF weekly meetings; the Google Universal Ticketing Systems (GUTS), which is a way for employees to file issues about anything and that are then reviewed for patterns or problems; ‘FixIts’, which are 24-hour sprints where Google employees drop everything and focus 100 percent of their energy on solving a specific problem; internal innovation reviews, which are formal meetings where executives present innovative product ideas through their divisions to the top executives; organisational surveys; and open, direct email access to any of the company leaders25

Furthermore, Google’s success has transcended the firm to create societal impact. Not only has the company invested in social entrepreneurs who are working on tech-based solutions for social problems (i.e. access to clean water, wildlife poaching, human trafficking, and poverty)26, their innovations have been said to transform the market, the world, and lives. Google’s technologies have changed peoples language and brains, taken over a majority of the world’s cell phones and email, changed how people collaborate, enabled people to “travel from their desks,” influenced the news, turned users into commodities, and changed how the rest of the world sees every individual27. Google, furthermore, donated over $353 million in grants worldwide, approximately $3 billion in free ads, apps and products, and Googlers have volunteered approximately 6,200 total days of employee time to support non-profits (a total of 150,000 hours) between 2010 and 201326.

 

Conclusion

Organisations characterised with innovative organisational environments have been found to have the right levels of passion, commitment, and employee engagement that lead to sustainable innovation. However, current research proves the astounding lack of employee engagement that permeates most companies and organisations today. A 2013 Gallup poll found that only 13% of employees worldwide were engaged at work. Very sadly, only one in eight workers – out of roughly 180 million employees studied – were psychologically committed to their job. The reasons cited: frustration, burnout, disillusionment, and misalignment with personal values28. The numbers have changed a bit recently, but huge variation exists between companies and continents. The same Gallup survey shows that engagement in western Europe is one of the lowest (about 10%), while middle East, North Africa, and East Asia is 57% and North America is only at 31%. Obviously, these numbers represent an aggregated data. By contrast, the best companies in the world, reports 70% engagement. The conclusion based on the survey is that engaged employees are 31% more productive, 37% higher in sales, and 13 times more creative and innovative.vi All in all, data suggest that investing in creating an MBSIV culture is really very profitable.

Organisations characterised with innovative organisational environments have been found to have the right levels of passion, commitment, and employee engagement that lead to sustainable innovation.

In a world where change is constant and entropy is always a threat, managers and leaders may achieve sustainable innovation by: 1) breaking open their innovation search space by emphasising need pull innovations and harnessing the innovation energy of employees, user- and customer-innovators; 2) developing the strategic dynamic capabilities to lead and manage with sustainable innovation values; and 3) transitioning their management system to Managing by Sustainable Innovation Values (MBSIV). MBSIV is a values-based management system and leadership tool that allows management to develop a values-based, high involvement, performance-oriented innovation culture and deliver sustainable innovation. 

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About the Authors

Dr. Kristine Marin Kawamura is an experienced and success-oriented global consultant, executive coach, scholar/author, educator, and visionary speaker. She is the founder and CEO of Yoomi Consulting Group, Inc. She is also a Visiting Adjunct Professor in Drucker-Ito School of Management in Claremont Graduate University.

Dr. Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). He used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 70 books on themes connected with managing people, culture reengineering, values and coaching.  His full c.v. can be seen at: www.simondolan.com

References
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v. See What every company can learn from Google´s company culture
https://www.successagency.com/growth/2017/01/19/google-company-culture/
vi.See the survey of Gallup for 2017 at: http://news.socialreacher.com/en/the-12-questions-from-the-gallup-q12-employee-engagement-survey/

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11.Lewis, K. & Lytton, S. (2000). How to Transform Your Company, London, Management Books.
12.Denti, L. & Hemlink, S. (2012). Leadership and innovation in organizations: A systematic review of factors that mediate or moderate the relationship. International Journal of Innovation Management, 16, 1-20.
13. Francis, D., and Bessant, J. (2005) Developing routines for managing discontinuous innovation In: EURAM 2005, 4-7 May 2005, Munich, Germany
14.Stalk, J. G., Pecaut, D. K. & Burnett, B. (1996). Breakaway Compromises, Breakaway Growth. Harvard Business Review, Sept-Oct, 129-140.
15.Kim, W. C. & Mauborgne, R. A. (2015). Blue Ocean Strategy, Expanded Edition: How to Create Uncontested market Space and Make the Competition Irrelevant, Boston, Harvard Business Press Books.
16.Christensen, C. M., Grossman, J. H., M.D., & Hwang, J., M.D. (2008). The Innovator’s Prescription: A Disruptive Solution for Health Care, New York, McGraw-Hill.
17. Raich M., Eisler R., Dolan S.L. (2014) Cyberness: The Future Reinvented, Createspace Independent Publishing Platform (Amazon)
18. Von Hippel   E. (2005) Democratizing Innovation. MIT press (http://web.mit.edu/evhippel/www/books/DI/DemocInn.pdf)
19.Teece, T. & Pisano, G. (1994). The Dynamic Capabilities of Firms: an Introduction. Industrial and Corporate Change, 3, 537-556.
20. Brillo, J., Dolan, S. L., Kawamura, K. & Fernández-Marín, X. (2015). Managing by Sustainable Innovational Values (MSIV): An asymmetrical culture reengineering model of values embedding user innovators and user entrepreneurs. Journal of Management and Sustainability, 5, pp. 1-13. DOI: 10.5539/jms.v5n3p.
21. Dolan   S.L. Garcia   S., (2002) Managing by values: Cultural redesign for strategic organizational change at the dawn of the twenty-first century, Journal of Management Development, Volume 21, Issue 2
22. Dolan   S.L., (2011) Coaching by Values. Bloomington – iUniverse. Raich M., Eisler R., Dolan S.L. (2014) Cyberness: The Future Reinvented, Createspace Independent Publishing Platform (Amazon)
23.Dolan, S. L., Garcia, S. & Richley, B. (2006). Managing by Values: A Corporate Guide to Living, Being Alive, and Making a Living in the 21st Century, New York, Palgrave Macmillan.
24. Raich M.,  and   Dolan S.L. (2008) Beyond: Business and Society in Transformation (Palgrave-MacMillan)
25.He, L. (2013). Google’s Secretions of Innovation: Empowering it’s Employees. Forbes [Online]. Available: http://www.forbes.com/sites/laurahe/2013/03/29/goo gles-secrets-of-innovation-empowering-its-employees/ [Accessed June 29, 2015].
26.Smith, J. (2013). The Companies With the Best CSR Reputations. Forbes [Online]. Available: http://www.forbes.com/sites/jacquelynsmith/2013/10/02/the-companies-with-the-best-csr-reputations-2/ [Accessed June 29, 2015].
27.Poppick, S. (2014). 10 Ways Google Has Changed the World. Money [Online]. Available:http://time.com/money/3117377/google-10-ways-changed-world/[Accessed June 29, 2015].
28. HBR report (2015)  The impact of employee engagement on performance.https: //hbr.org/resources/pdfs/comm/achievers/hbr_achievers_report_sep13.pdf

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Rethinking Future Higher Education https://www.europeanbusinessreview.com/rethinking-future-higher-education/ https://www.europeanbusinessreview.com/rethinking-future-higher-education/#respond Thu, 31 Jan 2019 16:30:09 +0000 http://www.europeanbusinessreview.com/?p=56001 By Mario Raich, Simon Dolan, Paweł Rowinski, Claudio Cisullo, Courtney Abraham and Jan Klimek “Education is a sustainable way for cultural change and transformation.” The world around us has already changed […]

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By Mario Raich, Simon Dolan, Paweł Rowinski, Claudio CisulloCourtney Abraham and Jan Klimek

“Education is a sustainable way for cultural change and transformation.”

The world around us has already changed dramatically, and the pace is accelerating exponentially. So far, the so-called “education” has not been able to catch up with this fourth industrial revolution. Visionary people are already looking beyond it, talking about the “age of transhumanism”1. In view of the accelerating development of Artificial Intelligence (AI) and Cyber-Reality (CR) it becomes mandatory to define human uniqueness vs. intelligent machines and Cyber Entities.2 The new reality requires a lifetime education model, which is truly future oriented, and proposed to be based on four pillars: learning, research and design, development and deployment. This article stretches our imagination and hopefully will serve as a creative reference allowing educators to dream and deploy new systems.

INTRODUCTION: REVISITING THE FUTURE

Curiosity and the joy of creation are the power engines of education!­­­

If we look 25 years into the future from now, we can see a different world. The Cyber-Entities are supporting people everywhere and in all aspects of daily life and work; in politics and arts, in science and technology, in education and in entertainment; in “Our-Reality” (subjective) and in the Cyber-Reality (objective). It is a useful co-existence and collaboration, which has become an integral part of human civilisation. Robots and smart machines are taking care of large part of the physical and administrative work. A large part of the human population lives and works extensively in the Hybrid Reality composed of “Our-Reality” and “Cyber-Reality”. The lifetime education is also increasingly shifting into the Cyber-Reality.3

With the Virtual-Reality becoming seamless to Our-Reality, the boundaries between the different realities are increasingly blurry, the world has dramatically changed. Additionally, physical and mental abilities have been augmented thanks to advanced technologies and techniques. The mentally enhanced humans are considered as the intellectual elites with coaching and mentoring duties towards the rest of the population. They create the talent pool of scientist, technicians, engineers, future researchers and future designers, but they may also include some selected politicians and spiritual leaders.

People have become very “Cyber savvy”. The use of the highly sophisticated and smart technology has become quite easy to handle. The social and professional life is shifting increasingly into the Virtual Reality. So are the crime and even wars. In countries ruled by powerful Lords the advanced technologies are also used for control of the citizens.

 

With the Virtual-Reality becoming seamless to Our-Reality, the boundaries between the different realities are increasingly blurry, the world has dramatically changed.

Almost all areas of life have changed or are in the process of being changed. Sustainability of nature and natural resources is the leading principle of the hybrid civilisation. Transportation, heating, cooling, lighting and the production of packaging and all kinds of wrapping no longer require fossil fuels. New solutions have replaced plastics. Circular supply chains are enabling permanent reuse of most raw materials. The production of food has shifted to the cities and to food producing factories. Animals are not needed anymore for the production of meat. Cities, countries and enterprises are competing in the race for self-sustainability and zero carbon footprints. The cleaning up of the environmental mess created by the exhaustive capitalism of the 20th century and the beginning of the 21st century, and the transformation towards an environmentally sustainable society have created an incredible amount of new jobs. The big challenge is how to maintain a level of comfort and prosperity, keeping a satisfactory quality of life in balance with the finite resources available and a biosphere with its life friendly durable ecosystems.

All of these require an incredible amount of human imagination to create and implement new solutions. Luckily the virtual labs and future design centres allow to experiment new solutions without causing a real harm to the environment.

Let’s look at future education through the lens of Lea

Imagine that Lea is a digital native; she is in the mid thirty, born at the time when the iPhone was introduced to the market. Her parents were both active in the ICT industry. She grew up with an iPad and a Smartphone in her hands. Social Media, YouTube were her companions from early days on.

At the time when digitalisation was raging, she was still at school. It was a traditional school where digital devices were not welcome. She was still pursuing her formal education, preparing her master, when augmented reality was spreading fast into the industry and was slowly introduced into education. Like all other students, Lea passed through the talent assessment and led a talent challenge project in scientific research at the beginning of her studies. She found out that her talents would be best deployed in applied research.

At the same time, the development of virtualisation was picking up speed on its way to “seamlessness” with “human reality”. The breakthrough came, to the big surprise of experts, because of the deployment of VR in medicine helping to contain the cost explosion and for virtual sex due to the lack of women in several large countries, the unwillingness for sex of the young generation in some other countries, and the draconic laws for sexual harassment in the so-called developed world.

Advances in Artificial Intelligence were also spreading into the workplace and daily life. Education was still reluctant to fully leverage it. Education was still focussed on learning, but the importance of transmission of knowledge was already vanishing. The world was clearly in transition.

Lea opted to work in the area of care and repair of the environment. But before she started to work in the environment cluster, she went through an extensive virtual simulation about the first ten years of engagement. She also took several “virtual practices” in this domain. Additionally, she also started to create her own individual development network.

When Lea finally joined the “workforce”, the idea of lifetime education started to become reality. The concept of education was extended towards the four pillars approach: learning, research & design, development and deployment. Pilot programs for lifetime education have been deployed all over the planet, focussing in particular, on the “post-formal” education.

The hybrid reality also started to impact work, daily life and education. People started to work in different realities: “our reality”, digital reality, augmented reality, and virtual reality. Since Lea has a master in “Care and repair” with a focus on environment and a specialisation in water, and she is a sustainability engineering scientist, she started to work as a research scientist in the “Environment Care and Repair Core Competency Cluster”. The work on “environment” is a global key issue, and is encompassing the areas of air, water, soil, climate and the living nature.

In view of the catastrophic situation of almost all eco-systems, most people activities are shifting into the virtual reality. But the world disasters needed to be taken care of in order to recreate sustainable environment for life. Human species are at risk! Growing number of people started to work on projects aiming at leaving the planet and moving into space and other planets of the solar system. There was even a hope to move someday soon to planets around nearby stars.

Lea has an assigned Cyber-Entity watching the status, monitoring her talent development, and ensuring she was up-to-date on the scientific and technological development relevant to her professional activity. In addition she is an active member of several professional networks and participates in the educational activities of the “Global Virtual Academy” in the areas of sustainable development and environmental care and repair. Finally, she is preparing for future research in these areas.

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REDEFINING EDUCATION: TOWARDS A CONCEPT OF EDU-ECOSYSTEM

“Imagination and dreams are an important part of our life; they must have their place in our education as well.”

So, we wish to propose the four main processes that altogether encompass education:

1. Learning, relearning and unlearning knowledge, know-how and expertise. The example of our role models may have a big impact too.

2. Research, search, exploration, discovery and design. Exploration of the future and creation of a vision of the desired future of life purpose; who we are; what do we want to become, etc. (= Future View)

3. Development. Deliberate purposeful training and development of core skills, abilities and competencies. Personality development helps the person become mature, responsible member of the community.

4. Deployment. Application of core competencies in practice and further development. In this way the core competencies are becoming talents. Experiencing real life situations. Continuing to learn, research and develop enhancing talent and enlarging its scope.

In other words: Learning should lead to focus on selected domain expertise. Research, should lead to the development of a mature, self-driven personality. Development and deployment of the core competencies will facilitate the development and creation of talent. One needs to remember that this is an ongoing process and can occur simultaneously. The same four processes are necessary for transformation (changing existing into something new) and innovation (creating new values). Some scholars separate personal development from competencies in explaining the development of talent but we think this is artificial. In reality they intertwine with each other.

Educating the Einstein way

Education is a lifelong process causing an inherent and permanent change in a person’s thinking and capacity to do things. Education is enabling a permanent adaptation to changing life circumstances. Education goes far beyond school and teaching.4 All of us are confronted with formal and informal education.

The main objective of education is the development of mature, self-responsible personalities, able to cope with the challenges of life. Education also helps in the development of personality and competencies necessary and useful at all stages of life.5 It helps to develop and to deploy creativity and entrepreneurship for a successful life.

Education plays also a key role in the development and maintenance of the fabric of human society.Well-educated people are enhancing life quality of the society.

Education is a life-long mesh of activities and experiences necessary for development of skills, knowledge, know-how, expertise and competencies, talents, personality, in addition to development of thinking, reflection and the ability to do things.

And here are four short quotes attributed to Albert Einstein when made references to the system of education during his era (and unfortunately it has not been radically changed since). We really insist that Einstein’s observations are still valid today:

•“Education is what remains after one has forgotten what one has learned in school.”

•“Imagination is more important than knowledge.”

•“Knowledge of what is does not open the door directly to what should be.”

•“The only thing that interferes with my learning is my education.”

 

Edu-Ecosystem

Edu-Ecosystem encompasses all the elements described in Exhibit 1: It includes formal and post-formal education, Edu–Platform; Edu-Guide, Personal Development Network; Development & Talent Communities and peer support.

We are living through moments of deep transformation in education. We argue that higher education will and should not be left to academic institutions alone, but should encompass other players such as corporations (i.e. corporate education and executive education), as well as new institutions. Some corporations and enterprises will become new important players in the new higher education. Lifetime learning, and unlearning, development and transformation are here to stay. The time of more of the same seems to be over.

We are living through moments of deep transformation in education. We argue that higher education will and should not be left to academic institutions alone, but should encompass other players such as corporations (i.e. corporate education and executive education), as well as new institutions.

Peter Diamandis, best known for being founder and chairman of the X Prize Foundation, cofounder and executive chairman of Singularity University, presents a fascinating future model for future education based on five guiding principles: Passion; Curiosity; Imagination; Critical thinking and Perseverance in pursuit of long-term goals.6  He also presents a fascinating layout of modules and deployment of exponential technologies in classrooms. Although his model is addressing elementary school level, we believe it is also applicable for later stages of education.

 

 

LIFETIME EDUCATION (LTE)

“The expected future is highly uncertain and fragile. We can either anticipate and explore the future of education, or create it. This is our choice.”

What a pity that at times when many existing working activities are/will be taken over by AI-based machines and robots, we are still focussing our education on traditional skills and competencies. To cope with continuous contextual changes, the disruptive impact of unexpected transformation and innovation and the expected fully developed Cyber-Reality, we need a life-long education model. Thus, the big challenges that needs to be addressed relates to “Lifetime Education”. It will be characterised by cycles of unlearning and re-learning at the pace of constant innovations generated by Cyber-Reality and fast developing Artificial Intelligence.

Worthwhile to note the following in supporting our argument:

•There is a generic shift from pure learning towards research, development and finally deployment.

•The “non-formal” education which goes beyond any formal education (and this applies to all ages) needs to be enhanced and intensified.

•Self-driven education needs to play an essential role in all kinds of educational activities.

•Personal development needs to be intertwined with the competency and talent development.

The two main drivers of education are achievement of a level and the life stage. Education needs time for the corresponding experiences and the deployment of developed competencies.

We propose a new terminology for the different stage’s lifetime education process as depicted in Table 1 and the full model is shown in Exhibit 2.

In order for the model to be fully understood, it is necessary to organise individualised life-long learning and development into levels, stages and scope in order to secure relevance and meaningfulness of education. Higher Education plays a particularly important role because it takes care of key talents. But for it to be effective, it needs to focus on individuals and be extended way beyond the traditional time frame, in parallel to the lifelong talent development, as well as work on the development of our personality. Personality development is the relatively enduring pattern of thoughts, feelings, and behaviours that distinguish individuals from one another.7 Personality is what makes a person a unique person. Everyone has his/her own pace of development and a specific talent. Talent Groups and professional development communities can be useful to gauge own development.

Changes in the composition of the work environment – the emerging workforce consists of a mix of people, robots and Artificial Intelligence based programmes and entities and there is the need to create new jobs which will replace the digitalised ones and to provide work for the growing population – a new definition of workplace seems to be emerging.

The most critical period for the development of talents takes place during the so-called  “higher education”. Thus, we argue that talent development will become the core element of higher education, which will be extended at least for the time of active working.  We further argue that education should focus on individuals, because only individuals have talents. An innovative way for individual talent development connected to organisation development is what we label “collateral talent development”. The latter was recently designed by the e-Merit Academy. There, an explanation is offered on how to create a process for which talent development practices will be spread across all levels of the organisation and their eco-system. This will eventually lead to a transformation of the organisational culture that will become more innovative and experience higher levels of entrepreneurship.

The proposed model for life-long education (Exhibit 2), can serve as a blueprint for the talent development path. One thing is certain – current education cannot do the job. As talent development and deployment will play a key role in the future, extended higher education will have to come to bear. However, it needs to be connected to the contextual changes and personality development.

Hess and Gozdz claim that organisations will need to become “hyper-learning communities” and leaders enablers of human development and large scale-hyper-learning.8 We would add to their assertion only the following: “with focus on individual development and in partnership with the Cyber-Entities”.

 

ON THE FUTURE HIGHER EDUCATION

“Passion is certainly one of the strongest drivers for our actions. But passion is like fire:  it can warm or burn us.”

Top Universities’ administrators and presidents suggest that the contemporary university will fundamentally be transformed by distance education and technology, mass enrollments, increasing vocational-focussed programs, and privatisation. The early 21st century is a period of both crisis and transformation for higher education globally. And it is entirely possible that some sectors of higher education will change fundamentally or risk at vanishing altogether.9

 

One more time – What is the purpose of Higher Education?

Development of professional talents requires academic focus domain, (i.e. advanced and deep knowledge in a discipline, know-how and expertise). On the top of it, and based on learning, research/life design, development and deployment, competencies for the development of real talent can be rendered.

Deployment and achievement serve also to test the development level of talents. Competency and talent certification can also serve as confirmation for readiness of employment and career steps.

Regular reviews and specific challenge projects are securing the actuality and relevance of claimed ability to perform. This is confirmed by “Re-certification”. And the latter, can probably be replaced by relevant achievements in practice.

Levels: Promising talent, junior talent, advanced talent, senior talent, and mature talent.

Similar steps may exist for development for academic career. Professors will be increasingly becoming: tutors, coaches, designers and finally mentors. Focus will be on individual talents with supervision and support. Regular progress reports based on achievements corroborated by peers, customers and superiors will be issued.

In the future, we will need a two-tier higher education, with a dynamic balance of academic and corporate involvement. It will be a kind of “dual higher education” with two stages: formal higher education and post-formal education. Both levels will be using collateral education, peer consulting and tutoring; creation of personal education networks (PEN). Higher education, thus, must be based on the four proposed processes.

Formal higher education will be driven by the “academia”, led by professors and academic tutors, focusing on deliberate skills training, knowledge, know-how and expertise of the focus domain and its eco-system. In addition amply interim assignments in corporations and organisations should be available. Every “student” will have to make a talent assessment and perform a Talent Development Project. The transformation of Higher Education will also encompass the faculty. Professors will also be increasingly learning from their students.

Today the best example of practice oriented higher education is the “Fachhochschule”  (University of Applied Sciences and Arts), a type of higher education that emerged from the traditional Engineering schools, highly popular in Germany, Switzerland and Austria, focussed on practical knowledge or industry oriented studies.10

Corporations and other nonacademic organisations, led by executives and professional coaches, will drive post-formal Higher Education. The main aim is to deepen the domain expertise by exposure to corresponding practice; deliberate training of core skills in particular, with respect to the core competencies; development of core competencies and deployment within the focus domain. This will lead to talent and personality development with supervision by academic tutors, based on specific Talent Development Projects. This allows also improving the skills of collaboration. In such manner, the Higher Education Institutions will be ready to better prepare students for a transformed and increasingly challenging workplace. Development of everyone goes on her/his specific individual pace and progress. The milestones of progress are achievements.

To cater to changing requirements, formal society and business Higher Education Institutions will need to create alliances with leading media, social media and corporations focussing on corporate core competencies. This may be linked to the creation of corporate core competencies clusters. This will qualify them to participate in the post-formal education as well.

Postgraduate programs will become the bridge between academia and real life (e.g. corporations). But they will have to bear practice and experience orientation. They need to include: collaboration, cooperation, partnership, teamwork, co-existence and communities based on three elements: common ground, open communication, mutual trust and respect. Successful “togetherness” requires those three key elements.

 

Some ideas for postgraduate programs

Postgraduate programs: e.g. Talent development based on Talent Challenge

•Talent Academy as Talent Forgeries: executive talents, professional talents, etc. Development and offering of specific talent development

•Leadership Development; Business Leadership, Political Leadership, Social Leadership, Strategic Entrepreneurship etc.

•Talent development communities

Programs created from the merger of academic, corporate education and gaming technology: Simulations; Challenges; Life Design; Future View; Interactive Videos; VR journeys and explorations; VR Labs; Future anticipation, exploration and design

•Hybrid solutions for Life Design Academy, Global Talent Development, etc.

 

 

Education Dilemma

So far we have proposed a shift from education that focusses only on learning in classes towards development of individuals. But education is also creating the fabric of society and communities. Thus, it needs to take care of development of collaboration and co-creation of humans, and humans with Cyber-Entities. It needs to develop people’s empathy to overcome the raging egoism and “me first” attitude.

 

 

Ideas for solutions

•Everyone creates his/her personal education network (PEN)

•Individuals are encouraged to make development experiences in diverse, different communities

•Development of community specific characteristics e.g. empathy, responsibility for others, collaboration and co-creation

•Shift from classes towards communities of mature motivated, self-responsible individuals. This is particularly important for higher education and the postgraduate education

•Create development communities for life-long education with common development needs

•Involve people in the “reflexive age” for coaching and mentoring of such communities

An interesting example are the highly successful programs form the MTA (Mondragon Team Academy): An undergraduate Leadership, Entrepreneurship, and Innovation Degree; a postgraduate International Executive Master Program in Intrapreneurship and Open Innovation, and the Team Mastery Training: A program to start, train & become an MTA certified Team Coach.11

 

 

Can think tanks be part of the solution for post-formal education?

A Think Tank is an organisation with the purpose to provide interdisciplinary research and advice on selected specific issues using specialised knowledge and knowledge platforms.

Think Tanks will play an increasingly important role as intermediaries between academia and corporations, due to the ongoing transformation of the education and the necessary lifetime education. They may even play a major role in higher education. The Think Tanks could create, together with an associated academic institution, global postgraduate development programs. They will also elaborate “Future views” for specific topics and make recommendations.

 

 

The Adecco Group Case

The Adecco Group is the world’s leading HR solutions provider and a Fortune 500 Global Company. It has developed some highly interesting innovations in this area.12  They are oriented towards making the future work for everyone.

 

How is the Adecco Group impacting Education?

•The Adecco Group is hosting “Work Days” on own campuses globally where youth aged 10+ join to learn about our environment, the types of careers that exist and shadow a variety of our colleagues. The participants can develop together solutions for talent challenges based on a real life scenario. In 2018, the Adecco Group employees became mentors for one day, sharing their expertise with thousands of young people. 4,000 colleagues participated. 8,000 youth had a work experience. 47 countries celebrated Experience Work Day.

•The “CEO for 1 Month” program is providing outstanding opportunities to talented young people around the world.  As a career beginner, it’s often difficult to find a job because of a lack of work experience. With “CEO for One Month”, the Adecco Group addresses this issue and offers young people an exceptional opportunity for a special kind of beginning to their career. The finalist will not only gain work experience during his/her internship but will also be given the unique opportunity to skip a few steps on the career ladder and get a glimpse of a position that would normally take years to reach, and would usually require a wealth of professional experience and very specific circumstances.

Each year, the Adecco Group opens the application process around the world to apply to be CEO for One Month in local countries where they do business. The finalists are invited to interviews and assessment bootcamps. The applicants are assessed on a wide range of skills.

“CEO for One Month” runs in 47 countries, where the first step for candidates is to apply to become CEO for One Month in their country of residence, before making it to a shortlist of 10 top performers. Of the final 10 candidates, 1 will be chosen to become Global CEO for One Month.  Very strong applications are also considered for exciting internships through our brand network of companies where we actively place talent on assignments and exciting future opportunities.

In 2018, the 47 CEO for One Month nominees from all of our countries competed for a chance at the helm of our global organisation.  This Global CEO for One Month works under the direct supervision and mentorship of our very own Alain Dehaze, CEO of the Adecco Group. The selected Global CEO for One Month gains a taste of how to run a multinational company with 34,000 employees and 20 billion euros in revenue. The highly qualifying experience could be a huge boost to any career!

 

How is the Adecco Group leading innovation in the world of work?

The Adecco Group’s purpose is to make the future work for everyone – that means embracing innovation, investing in innovation and leading innovation. Innovation is one of the core pillars of the Adecco Group’s corporate strategy – Perform, Transform, Innovate. The Adecco Group employees are encouraged to innovate, here are some outcomes:

•The pioneering recruitment-on-demand app Adia was the brainchild of a former CEO for One Month finalist Ernesto Lamaina

•YOSS – our groundbreaking freelancer platform – was co-founded by another TAG team member Guillaume Herrnberger •Adecco has established AGX – an in-house digital incubator to pilot and deliver new solutions and services e.g. YOSS

•Through collaboration with industry leaders – Microsoft (YOSS)/ Infosys (Adia)

•Adecco’s Foundation acts as a social innovation lab to improve workforce vitality and support the work readiness of underserved populations

•Adecco’s is embracing technology in the way it operates in-house – transforming our systems to improve how we deliver our services

•Offering the kinds of talent services and support that Adecco’s customers need to innovate in today’s changing world with:13

– Up- and re-skilling through General Assembly and Lee Hecht Harrison

– YOSS and Adia – solutions to innovate how we connect for work

– A 360 degree ecosystem that covers the entire work-life cycle


 

Extending the ADECCO experience: Some reflections

Some of the Adecco Group’s programs could be developed into collateral programs spreading the learned practices across the entire organisation. The key elements of collaborative education are: self-education; tutoring peer-to-peer; and finally, top-down coaching and mentoring. Simple techniques like constructive feedback; collaboration and cooperation; creative problem solving; etc, introduced for working teams and project teams as well available on-line are powerful enablers and drivers.

The “CEO for One Month” could be expanded towards all executive core competencies, covering leadership, entrepreneurship, management and business acumen. This could be the beginning of collateral leadership development.

Another excellent element would be the creation of an Executive Future Board with young executives focussed on future business, with mentoring and coaching of their corresponding holders of functions on the Executive Business Board.

Finally, the collateral Talent Development as offered by e-Merit Academy could be a boost for AGX the Adecco innovation incubator and a key step towards post-formal education.

Education is also creating the fabric of society and communities. Thus, it needs to take care of development of collaboration and co-creation of humans and humans with Cyber-Entities. It needs to develop people’s empathy to overcome the raging egoism and “me first” attitude

 

Role of Academies of Sciences and Research Universities

It is rather unusual to discuss the role of academies of sciences in the context of education, but we are convinced that missions of the academies of sciences will orient (if not doing so already) towards educational matters. Note that even today some academies emphasise their educational mission, e.g. French Academy of Science mention in its Status the mission to watch over the quality of science teaching and take action in order to facilitate the achievements of scientific development to pervade the human culture of our times. The concerns of the Academia are not only related to the training of future researchers, but they also include the objective that all pupils acquire high scientific culture, which will be vital for them as they grow into responsible citizens.  ALLEA, the European Federation of Academies of Sciences and Humanities, fulfills its mission among others, through working groups. One of them is the ALLEA Working Group on Science Education, focussing on fostering science education and improving its quality by raising the awareness of politicians about the importance of science education.

Nonetheless, academies of sciences throughout the world have different structures and roles. In some countries they are basically learning societies consisting of the elite distinguished groups of scientists but in other countries they are an umbrella organisation for research institutes (e.g. Austrian Academy of Sciences, Polish Academy of Sciences). When academies play a role of research centres there is a vivid debate whether to transform it into the best educational institutions in their countries. For example, a domestic discussion has recently swept through Poland whether to create a new university that will not compete against existing domestic universities but serve them by fulfilling the role of a centre of scientific and academic excellence. Such a university could be formed by harnessing the potential of the institutes affiliated with the Polish Academy of Sciences. It is being designed as multidisciplinary and international in its nature and it is claimed that it should systemically provide services for other higher education establishments in Poland and act as a centre of excellence that can be used and benefit from. Such institution should have a lightweight, central structure, and its institutes should enjoy a high degree of autonomy, necessary for the implementation of independent research missions and “agile” management. No matter if the project turns out to be a success in the nearest future, it seems to be a desired kind of mission within the anticipated educational ecosystem of the future. 

Irrespective of the current structure of an academy of sciences, it seems that in the future they all might play a role as quality assurance in education. Academies are the only highest-level organisations independent of educational system itself that are qualified to accredit educational curricula and contents at various levels. Whether or not some academies of sciences will transform into research universities, such institutions will increasingly be created in various countries since it becomes clear that “in a knowledge intensive society, the research university is a key institution for social and economic development”.15 The key feature of such institutions is the production of new knowledge. Chan (2016) argues that “university research is now the most powerful impulse for human progress” and as such cannot be forgotten in the debate on future education.16 There are cases of completely new institutions of that kind and it seems they might constitute a kind of a vertex on an educational path. A good example is Okinawa Institute of Science and Technology, which aims to contribute to the development of science and technology worldwide by conducting internationally distinguished education and research. Such institutions foster a global innovation ecosystem to create new businesses and industries based on R&D on one side and are also excellent platforms for developing various kinds of talents.

Other possible new education entities

•Hybrid, individualised, but part of teams, communities and circles

•Edu-Tanks, Hybrid social circles; Talent championships

•Virtual Education Academies for specific core competencies and talents

•Cloud Education securing access to education for remote areas for free

•Global Virtual Meta-Network encompassing many education networks and entities. A kind of “Virtual Education Amazon”

•Global Virtual Academy. Virtual practice; Life preview: design  options  choice  decision  preview of potential future 5-20 years

•“Virtual art” → virtual role play

•“Cyber Education Academy” encompassing Universities and Research Universities

 

Postformal education for non-academics

Beside the big gaps in lifetime education for people with higher education between mid twenties and mid sixties, there is another even bigger gap; it is the education of people without academic degree after their formal basic education. This is the case for most of the employees of the large corporations, the SMEs, the self-employed and the handicraft workers. They have decades of work and life experience but their activities and even jobs may be at risk to be taken over by smart machines and robots. According to McKinsey Report “Jobs lost, jobs gained: What the future of work will mean for jobs, skills, and wages in 2030”, between 400-800 million people may lose their jobs, because of automation, but also 375 million people will have to switch their occupation and learn new skills.17

The big question is how to secure lifetime education for this kind of working people, and keep them employable. The most urgent issue is certainly to make them digital savvy, able to work in a digitalised environment and to collaborate with the Cyber Entities.

What could the Higher Education look like and contribute to employability? Could it be collateral education, or perhaps, peer to peer, assigned experts?

Could working people exchange their know-how and experience against education provided by qualified people from younger generations? Should qualified students after their studies be paid for a six to twelve months practice helping working people to enter the digital and subsequently to the virtual age? How could virtual practice-oriented programs look like and help sustain employability?

At the same time, there are many jobs where skills required are unique; jobs that need creativity and imagination like hairdressers, designers, photographers, and carpenters. Customers nowadays are looking for new, different, unrepeatable solutions, handmade product. Therefore in many countries skilful people for this kind of jobs are needed, well paid and hard to find. Currently there are not sufficient talented craftsmen to address the needs, so imagine what will happen if the vast majority of people focus on competences in the digital and virtual sectors. It seems that very soon talented craftsmen, whose work is comparable with artistic jobs, will be unique, even better paid and always desirable.

Therefore, we need to make sure that education system in vocational schools is not being neglected and meets the following requirements:

1. Enhance the perceived and real value of the vocational jobs. For example with certificates from higher education institutions. Offer such certificates along the lifetime education.

2. Open up avenues to higher education for people with several years of practice, based on their working experiences.

3. Create lifelong career counselling.

4. Facilitate access to the newest technology, technology labs, and new solutions in practice.

5. Implemented system of lifelong education, create lifelong education centres combined with update and know-how exchange. Secure access to coaching during and after studies.

6. Make sure that teachers are aware of their role and requirements.

7. Education programs should be flexible and easily manageable, there is a need for mechanism that would allow changing programme according to the needs of the market, employers and environment. Vocational education has to follow the needs of the market.

8. The development of soft-skills should be mandatory part of vocational training.

Certainly people at work will need more self-responsibility and self-development in their on-going education. The real big issue is, what can be transferred into the work of non-vocational workers, and what role could Higher Education play in this respect. This is a theme that we plan to address in a separate future essay.

The big question is how to secure lifetime education for this kind of working people, and keep them employable. The most urgent issue is certainly to make them digital savvy, able to work in a digitalised environment and to collaborate with the Cyber Entities.

 

THE CORE CONCEPT OF TALENT DEVELOPMENT

In the Cyber-Age, talents are the most valuable assets of the organisation. Talents are the guarantee for human uniqueness in business! They are the gems, which needs to be discovered, shaped and cut.

 

Talent

Talent is in its essence a successfully deployed core competency. A core competency consists of a core skill deployed within a focus domain of expertise. Development of skills needs intense deliberate training and practice.

Development of competencies of talents happens through recurrent deployment. The focus domain needs as well continuous learning, up-date and practice. We need to understand the “uniqueness” of people due to their personality and talents on one side and those of smart machines on the other.18 In addition we need to explore the synergies and the collaboration of people with smart machines. Probably there will not be an either-or situation. The smart machines will enter just gradually into many job areas enhancing people’s work. In general, it will be a rather complementary collaboration, rather than competitive one. But no doubt, there will be also total shift of many activities from people to Cyber-Entities.

 

Talent Development

A core competence based on a core skill can become a talent, but it takes a lot of deliberate training, development and deployment to get there. Talent deployment is purposeful application of talent within the selected domain of expertise. The milestones of progress are achievements in the deployment.

Talent development is an essential element of the Life-Long Education. It starts ideally in the teenage period. Then, any student entering the university should know and reassess what his or her talent is. This should become a mandatory module for all studies.

There is no talent development without the four pillars: Learning, Research, Development and Deployment. Therefore, higher education needs to support deep learning about the focus domain and related domains, reinforce deliberate training of key skills, focus on individual development, foster self-responsibility, enhance the development of personality, and take care of the development and deployment of core competences.

Future competencies and talents

The fast-changing context requires new competencies. We are experiencing growing uncertainty, volatility, complexity and ambiguity. Nevertheless, several things are visible:

•The increasing need for digital and recently virtual competencies and global connectivity

•Changing work environments. More and more people must work beside smart machines and even with them in a team.

•Increasing parts of the work are being taken by smart machines

•Growing need for collaboration and co-creation

•Higher focus on human competencies and talents

•The need for adaptability, Resilience, Scientific approach 

Thus, the main individual competencies   should include:

1. Life competencies (SELF): Generic and digital literacy, verbal & written communication, negotiation, critical and future thinking, imagination, creative problem solving, generic entrepreneurship, inner strength and resilience 

2. Social competencies (OTHERS): Relationships, life partnerships, collaboration, trust & respect

3. Work competencies (WORK): Professional competencies; Leadership; performance, value creation, adaptation, collaboration and co-creation etc., techniques of the scientific research

4. Core executive competencies LEMBA (Leadership, Entrepreneurship, Management, Business Acumen) and executive key drivers APASO (Acceptance, Power, Achievement Status, Ownership)

If we look at the top key competencies required for work in five to ten years from now, we will find out that they are mainly related to specific human competencies:

•Thinking rational and irrational thinking, common sense & sense making, computational thinking, cognitive flexibility, finding creative solutions, complex problem solving, critical thinking, future thinking, design thinking, transdisciplinarity; also scientific thinking

•Social competencies (empathy, collaboration, virtual collaboration, negotiation

•Meaningful creation and destruction based on creativity and entrepreneurship and intuition based on empathy and imagination

•Meaningful and purposeful action based on free will and autonomy

•Caring (social and health caring, sustainability, service orientation)

•New media literacy (social media, visual media)

 

Collateral Talent Development (CTD) and Life-Long Education

Talent development is an essential element of the Life-Long Education. It starts ideally in the teenage period. Then, any student entering the university should know and reassess what his or her talent is. This should become a mandatory module for all studies.

Collateral development is spreading and sharing talent development know-how upwards, downwards and laterally to peers, infusing talent development practices into organisations’ culture. It begins with the focus on individualised talent development of executive talents completing an executive challenge with collateral development of competencies and talents of the project team. Later on leads to a rollout into the organisation.

The participants of the project team working on a Talent Development Project can be enabled to become coaches for talent development of their peers.  Collateral development links talent development to solutions of organisational key issues and future development of the organisation. In this way they are creating and enhancing entrepreneurial spirit in the organisation. But this requires involving top executives from the organisation as mentors and coaches. In addition, external talents are also getting involved on a virtual basis attracting them towards collaboration with the organisation.

Let’s look at future education through the lens of Lea

e-Merit Academy has created a new framework involving outstanding academics and executives, which helps talented executives and their firms deal with the new landscape that is shaping up due to the transformation based on digitalisation, virtualisation, and globalisation. It opens an important path towards the new world of Cyber Age.

This new way of development is designed and targeted for high potential executive talent. In the digital age information became a value. In the virtual age talents will have to be treated as value. The ability of partnership with the non-human entities will be of high value as well.

e-Merit Academy offers an innovative personalised Executive Talent Development, which is also linked to corporate development. It is labeled as: Collateral Talent Development. It is a new framework that helps talented executives and their firms deal with the new landscape that is shaping up due to the transformation based on digitalisation, virtualisation, and globalisation. It opens an important path towards the new world of Cyber Age. e-Merit Academy is supporting the in-house development of executive talents. The executive talents do not need to leave the company throughout the development.

just convenience more than a requirement. Computer savvy is a standard requirement for many jobs. Communication without smartphones is often not possible.  In sum, the job mix will include the “old” jobs, modified jobs due to Cyber-Entities, and new jobs, most of them not known today.

It also means that we will have to deal with several major issues:

1. Continuous skilling and re-skilling of the workforce and reinventing talent development. This must be done within the lifelong education concept.

We need to develop models for the converging academic and corporate education.

2. Talent development will become the core element of the lifelong education.

This requires innovative talent development and deployment models.

3. Finding solutions to cope with the massive reduction of human work due to AI based automation and robots in the next decade.

Developing solutions like enlarging the scope of paid work to non-paid value creating activities, e.g. social, care homework; developing new working time models and models focussed on outcome; reduction of working time for humans and using more often flexible working time.

4. Change the existing tax system from income taxes to taxes on value and wealth creation.

New tax policies will be needed.

5. Prepare the workforce to collaborate with the Artificial Intelligence powered Cyber-Entities.

People must learn how to collaborate and co-create with the Cyber-Entities.

6. Getting ready for the AI based Cyber-Reality and dealing with social and political consequence

Start preparing for work in “Hybrid-Reality”economy where in 10-15 years most of the new jobs will be available in the Virtual-Reality. Key for this will be the“hybrid education”.

 

CONCLUSIONS AND IMPLICATIONS

“People have dreams, computers don’t! We need an education focussed on the desired future and not just on the expected one.”

Our world is in midst of digitalisation and is fast shifting towards a world dominated by virtualisation and artificial intelligence. People will work and live in collaboration with smart machines. This will lead to awkward distortions and disruptive contextual changes. We are at the dawn of a deep transformation with sizable scope that the world has never seen before; it is a world with fully developed virtual realities equipped with artificial intelligence.  It is a journey into the big unknown and the bad news is that there is no way of going back.  To cope with this deep transformation, we will need a life-long education that encompasses various forms and multiple levels of learning and applications.

The new landscape will embed four pillars that encompass education: learning, research, development and deployment. There will be a strong focus on individual personality and talent development. Talents are the most valuable human assets!

THE CASE OF THE GLOBAL FUTURE OF WORK FOUNDATION (GFWF)

GFWF is a “non-profit organisation” created by a group of leading academics, C-Level Executives and Senior consultants, committed to develop concepts, methodologies and tools to educate and better prepare private and public institutions, as well as high potential talents, to the realities of the future. The idea was born following a series of discussions held, for which one common observation emerged: We are facing a lethal combination of three simultaneous forces that are transforming the landscape of tomorrow. Work in the future will never be the same. Most workplace stakeholders are ill-prepared or not prepared for this new workplace at all. These three forces that drives the transformation are: rapid advancement in digitalisation technologies, increased globalisation and the quest to constantly create concepts, paradigms, products and services.

GFWF assembles a global group of experts in various related fields, disciplines and professions (i.e. academia, business and politics); they forge a synergy to develop innovative events and projects connected with the future of work.

Transformation of education is a “massive transformative purpose”, which is highly aspirational for an individual or group. This, perhaps, will become the biggest and most relevant one for our civilisation, and is crystal clear “why” we should be doing it.20

Higher Education has a future, but the transformation of the entire higher education system is inevitable.  Time has come to start designing the future with an emphasis on the formal and the post-formal Higher Education. Otherwise we may have more of the same, just labeled differently. All key stakeholders: academia, enterprises, corporations and organisations, society, culture and politics need to be involved in this process.

 

Recommendations and suggestions

•Explore permanently the changing context. This is a joint challenge for “faculty”, “students” and people at work.

•Explore the opportunities for the creation of a global digital on virtual education platform for an “Edu-zone” (I.e. the “Amazon” of education). Global education can act as a source of competitive innovation; provide opportunity for attracting the best talents for competitive advantage. It can become a valuable pipeline for new ideas, concepts, business models and start-ups.

•Prepare for the next wave of technology deployment with high impact on education: AI, CR, cognitive computing; Internet of Things; 3D printing; drones; block-chain etc. Focussing on the future developments can help education to be prepared for the opportunities offered by new and proven technologies.

Enable individuals to take care of their own individual education eco-system. They must create their own development network and become part of a talent community. Support organisations become “hyper learning and transformation communities”.

 

Implications

•Each level of education has a certain number of mandatory elements e.g. progress in the expertise of the focus domain; catching-up with the relevant technology; updating the knowledge about the context changes, etc. This requires tight links to professional activities and achievements track record.

•Shift from academic class-oriented curricula towards individual life design21

•Higher Education should also teach students how to share knowledge

Adapt the mix of guided development, and self-development is accordingly the level of maturity of the individual. Take the life situation of everyone into consideration, e.g. parenthood, partnership, nutrition, health etc.

•Future Higher Education, formal and post formal will require more impact from the practice; society, business and politics

•It is important to start looking at the education system as a whole

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About the Authors

Dr. Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder and Chairman of e-Merit Academy (www.emeritacademy.com), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is a member of the advisory board of the Global Future of Work Foundation in Barcelona. Currently he is researching the impact of Cyber-Reality and Artificial Intelligence on society, education, business and work.

Dr. Simon L. Dolan is currently the president of the Global Future of Work Foundation (www.globalfutureofwork.com). He used to be the Future of Work Chair at ESADE Business School in Barcelona, and before that he taught for many years at McGill and Montreal Universities (Canada), Boston and University of Colorado (U.S.). He is a prolific author with over 70 books on themes connected with managing people, culture reengineering, values and coaching.  His full c.v. can be seen at: www.simondolan.com

Prof. Paweł M. Rowinski is currently the Vice President of the Polish Academy of Sciences (institution.pan.pl). From 2008 to 2015, he was the CEO of the Institute of Geophysics, Polish Academy of Sciences. In 2017 he was elected as the Vice Chair of the International Association for Hydro-Environment Engineering and Research IAHR Europe Division Leadership Team. In addition he is a member of Board of ALLEA – the European Federation of Academies of Sciences and Humanities. His career concentrates on contribution to geophysics and particularly to hydro-sciences.

Claudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is a Board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG and also the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company providing strategic, tactical and operational procurement.

Courtney Abraham is the Global Head of Talent Strategy and Development at The Adecco Group (www.adeccogroup.com).  She has 20 years of experience working with Fortune 1000 companies, and is a thought leader and speaker for international business and HR audiences.

 

Prof. Jan Klimek is an awarded scholar who has published many theoretical and practical papers. In total, he has authored 10 monographs, about 30 newspapers and university journal articles of Polish and international scope. He has also published about 25 articles in popular science newspapers, two scientific books, opinion for EESC,  and 6  book reviews. Prof.  Klimek is member of 2 editorial boards and 3 scientific councils.  Apart from being a professor at Warsaw School of Economics, he serves as a member of the European Economic and Social Committee and President of the Chamber of Commerce for Small and Medium Enterprises in Katowice (Poland).

References

1. “The most common transhumanist thesis is that human beings may eventually be able to transform themselves into different beings with abilities so greatly expanded from the current condition as to merit the label of posthuman beings”, Bostrom, Nick (2005). “A history of transhumanist thought” https:// nickbostrom.com / papers / history.pdf  z is an international intellectual movement that aims to transform the human condition by developing and making widely available sophisticated technologies to greatly enhance human intellect and physiology https://en.wikipedia.org/wiki/Transhumanism

2. As Cyber-Entities we consider all digital and virtual programs and algorithms; AI based smart machines; robots; digital and virtual assistants; smart communication devices; all kinds of computing devices and the Internet, AI based systems e.g. the Internet, AI based machines e.g. Robots, AI based bots etc.

3. More on these various concepts can be found in our paper entitled: “Insights into the transformation of business in the cyber age”, March 2018.   https://www.europeanbusinessreview.com/insights-into-the-transformation-of-business-in-the-cyber-age/

4. https://www.pdc.edu/wp-content/uploads/2012/02/PDCCC-General-Education-and-Core-Competency-Report-2010-2011-1-31-11_Final.pdf

5. http://www.uis.unesco.org / Education / Documents /education_2030_incheon_declaration_en.pdf

6. A Model for the Future of Education, and the Tech Shaping It, Peter H. Diamandis, MD, Sep 12, 2018, https://singularityhub.com/2018/09/12/a-model – for – the – future – of – education – and – the – tech – shaping – it/?utm _ source = Singularity + Hub + Newsletter&utm _ campaign = 5a71915c29 – Hub _ Daily _ Newsletter&utm _ medium = email&utm_term=0_f0cf60cdae-5a71915c29-58476953

7. https://en.wikipedia.org/wiki/Personality_development

8. Ed Hess, Kazimierz Gozdz, Becoming a Hyper-Learning Community: The Future of Business, https://ideas.darden.virginia.edu/2018/01/becoming-a-hyper-learning-community-the-future-of-business/

9. Altbach, Philip G. The Past, Present, and Future of the Research University. http://siteresources . worldbank . org / EDUCATION / Resources / 278200 – 1099079877269 / 547664 -1099079956815 / 547670 – 1317659123740 / Chapter1.pdf

10. https://en.wikipedia.org / wiki / Fachhochschule # Switzerland

11. http://mondragonteamacademy.com/

12. https://www.adeccogroup.com;  https://en.wikipedia.org/wiki/The_Adecco_Group

13. Innovation With AGX, https://www.adeccogroup.com/our-company/agx/

14. Sources:

https://www.allea.org / working – groups / overview/ working – group – science – education/

Chan G., (2016). The research university in today’s society. UCL Press. p.28

Mohrman K., Ma W., Baker D. (2008). The Research University in Transition: The Emerging Global Model, Higher Education Policy, 21, 5-27.

Rowinski P.M., Burczynski T., Duszynski J., Rychard A. (2017). Research university, Nauka, 3, 35–56 (in Polish, English abstract)

15. Mohrman et al., op.cit. (2008) 

16. Chan (2016) op. cit.

17. McKinsey Global Institute, Jobs lost, Jobs gained, November 2017, accessed: https://www.mckinsey.com/featured – insights/future – of – work / jobs – lost – jobs – gained – what – the – future – of – work – will – mean – for – jobs – skills – and – wages

18. Putting the Human back in Human Resources, https://creativityasia.com/insights/putting – the – human – back – in – human – resources 

19. For a more detailed discussion of this topic see the article: Gloom vs. Bloom of the Future of Work: Can we chart a positive Roadmap?” The European Business Review September – October 2017

20. Alison E. Berman. The Motivating Power of a Massive Transformative Purpose. https://singularityhub.com/2016/11/08/the – motivating – power – of – a-massive – transformative – purpose/

21. Artificial Intelligence and Life in 2039 https://ai100.stanford.edu/sites/default/files/ai_100_report_0831fnl.pdf

 

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Insights into the Transformation of Business in the Cyber-Age https://www.europeanbusinessreview.com/insights-into-the-transformation-of-business-in-the-cyber-age/ https://www.europeanbusinessreview.com/insights-into-the-transformation-of-business-in-the-cyber-age/#respond Fri, 16 Mar 2018 00:50:27 +0000 http://www.europeanbusinessreview.com/?p=45401 By Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo The rapid and disruptive technological developments are leading us into a global all encompassing transformation. The main driver today is […]

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By Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo

The rapid and disruptive technological developments are leading us into a global all encompassing transformation. The main driver today is the progression of the information and communication technology (ICT) and artificial intelligence (AI). The next step will be a deep transformation due to the Cyber-Reality, a combination of digital reality (DR), augmented reality (AR) and virtual reality (VR) – resulting to a fast expanding digitalisation, which is creating a new wave of globalisation. In this article, the authors discuss briefly anticipated paradigm shifts in economy and in business, as well as propose new business models connected with Cyber-Reality.

“Our perception is our reality!”

We are still in the midst of the transformation created by digitalisation and many people and organisations are trying hard to cope with it. Several recent writings insist that this transformation will be focussed on some industries vital to us, like healthcare, education and food industry. Nonetheless the transformation will happen in many other domains of life.

The speed, scope and depth of the transformation are increasing as well as the contextual changes. We argue that it will affect the social, economic, cultural and even political foundations of our civilisation. It will force us to cope with intelligent entities (AI based programs, machines, robots and virtual entities) as “partners” in all spheres of life activities. The universe created in the Cyber-Reality creates high expectations accompanied by high level of anxiety and fear.

In this article we wish to explore the future of business in the age of cyber world. Business represents the applied part of economy, which means we have to look at the future model of economy as well. Since we are looking beyond ten years, a large part of the thoughts and ideas presented herein are of an exploratory character. Nonetheless, the latter allows working on future design and scenarios towards a hopefully desired future.

In order to make a complex phenomenon a bit easier to grasp, we are proposing to follow the discussion using four kinds of “reality” as depicted in table 1:

Beyond the digital reality, a new – much more potent and disruptive revolution is emerging, the Virtual Reality (VR), which according to many experts, is the second part of Cyber-Age.

Today some organisations are already leading the digital revolution, while others are just waking up to the real digital challenges. Moreover beyond the digital reality,  a new – much more potent and disruptive revolution is emerging, the Virtual Reality (VR), which according to many experts, is the second part of Cyber-Age. It will entail by far more radical transformation than everything we have seen before.  In fact the digitalisation is just a step, a necessary transition towards VR. Digital reality is the “infrastructure” of VR.  The progress of the VR is tightly linked to the development of ICT and the Artificial Intelligent (hereafter AI). The digital reality, the augmented reality and the virtual reality are creating the “Cyber-Reality”.

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Entering beyond the fog of digitalisation, we can already perceive the initial parts of it. The VR future is gradually visible for those who are able to stop looking at the future as a prolongation of the past and the present. The only reference, which can give us hints about VR, are surprisingly the fairy tales. We are just exiting from the long-time cherished comfort zone based on “Our Reality” and moving towards a new comfort zone based on the DR, and already the next shift is visible.

The Internet of Things and the Internet of Everything combined with AI and Cyber-Reality will lead to a new highly advanced version of Internet. It will become the most powerful “Cyber-Entity” and if we lose control it may someday become fully autonomous and escape human control.

The Internet of Things and the Internet of Everything combined with AI and Cyber-Reality will lead to a new highly advanced version of Internet. It will become the most powerful “Cyber-Entity” and if we lose control it may someday become fully autonomous and escape human control.3 In any event, at this stage,  we can just speculate about the VR based future. It is a “space” nobody has been to before. So we need to draw on the information available already and use our intuition and imagination to get a feeling where we are heading.

The purpose of this paper, therefore, is to analyse the existing and emerging context, which is changing permanently, and often disruptively. We will examine economy and business in the DR and VR. Finally we will look at the Cyber-Enterprise, at work and talents in the Cyber-Age. This, will perhaps permit getting a first picture of the context for economy and business in the Virtual Age.

It is also, perhaps, the right time to discuss the foundations of economy and business in the digital and virtual age. “Digital age” is the time of intensive digitalisation we are experiencing right now. “Virtual age” is the time of virtual reality leading to creation of worlds similar to ours, but existing only in the digital space. In this paper we will employ the terms for virtual worlds as “virtual reality” or as “VR”.

There is also the concept of Hybrid reality:  we will have different kinds of hybrid realities out of the mix of our reality, digital reality, augmented reality and virtual reality. Today most of the “virtual reality” is limited to particular sectors such as retail, travel, education and some others. We are also experimenting with a few virtual worlds (e.g. Second Life, Sansar), but their number is progressing fast!

No doubt, value-creating activities in the virtual reality will be considered as work. People will work jointly with highly intelligent virtual entities. Most, if not all areas of life and work will have a virtual dimension component.  Many of these, will be mainly based within the virtual universe: e.g. education, research, the arts, entertainment, medicine, etc.  We need to find out if we want the existing economic and business systems to persist. Can they meaningfully cope with the global all encompassing transformation of everything? Can they encompass the VR? Should we aim for different ones? What would be the adequate economic and business models for the virtual age? So far, the digitalisation is still using the old economic paradigms and business models. But, will they still be useful in the virtual age?

The time for easy questions is over. In view of the dramatic changes in our world, it is time to ask some fundamental questions: “What is the meaning of business in the Cyber-Age? What is the purpose of business?” This leads to the question “What is really economy in the Cyber-Age?” and “What is the role of economy in the Cyber-Society?”

Now that our life is more and more dominated by digitalisation we can expect that very soon a significant part of our life will happen in the digitally created worlds of the emerging virtual reality. In fact, we need to understand, what will be the paradigms of economy and business in the future; a future, which will happen within the span of one generation (i.e. 25 years). Anticipating future when the world is changing so fast with unexpected disruptions is risky. Thus, some of the ideas discussed hereafter are rather speculative and should be treated with caution.

Facts and Fads about Business today

Today we can see plenty of assumptions and ideological interpretations about what business is all about, what, is its purpose and nature. Terms like  “philosophy”, “values”, and “paradigms” in the business context are abundant; they mean different things to different actors in the economy; they have often been hijacked for marketing purposes.

Let us briefly mention some facts and fads about work today:

  • Most definitions of work today exclude large part of life hence it is not taking place in the workplace.
  • Good business is what helps create (maximum) profit, and also what is meaningful and useful. Business exists because of its ability to grow and create profit.
  • In many cases, self interest prevails common good.
  • Business dominates many parts of the human life.
  • Business should be a part of the solution and not of the problem.

When done well, business takes a more holistic view. People are not just employees; they are also consumers and users. Although production can be performed by machines alone, there is no business without people. Therefore a big question is:  how is consumer-based economy sustainable without people who can afford to be paying consumers? Without people as customers, business loses its essence.

CONTEXTUAL CHANGES

Cyber-Age

Throughout human history, change and transformation have an impact on selected domains of life. But there are specific periods when the impact seems to encompass all or almost all domains of human life. At present we are living in such a period. There is literally nothing, which will remain untouched or unquestioned.

Indeed, we have plenty of global existential issues to solve. For example, we urgently need to address and solve global key issues within main key areas: society, politics, worldview & religion, the environment, science and technology, work and business4 and last but not least education. The pace of change in our lives is increasing and will affect us dramatically.

The first stage of the Cyber-Age, where we are at present right now, is dominated by digitalisation5; the second one, which is just emerging, will be dominated by virtualisation. In all areas of our life, we are being pushed out of our comfort zone. Today one of the most urgent issues is the fast progressing digitalisation of work. Tomorrow we will have in addition the virtualisation of work. This leads to the competition between human competencies and intelligent machines. No doubt, all these have and will have a massive impact on the quality of our life.

Destructive forces of greed, fear and hatred have an increasing impact on society, politics and business. They produce fear and awe on one side and false promises and hope on the other. In the face of this tsunami of change, people are starving for more meaning in their life and work.

Today we are living in a world being shaped by many different factors, which have different impact in different parts of the world. We can see three powerful converging megatrends: globalisation, digitalisation and creation, being shaped by six global forces: social changes, growth of the cities, the technological changes, global connectivity, environmental changes, and asymmetric conflicts. Destructive forces of greed, fear and hatred have an increasing impact on society, politics and business. They produce fear and awe on one side and false promises and hope on the other. In the face of this tsunami of change, people are starving for more meaning in their life and work.

All these factors are meshing6 at different speed in different parts of the world. The existing models of society and economy may not be compatible with the emerging Cyber-Society. In addition, we have many global key issues such as changing demographics, migration, dominance of materialistic values, fast progressing environmental degradation, climate change, fast advancing artificial intelligence, its impact on economy, vanishing jobs etc.

All these changes are being fueled by

  • Permanent disruptive creation and destruction
  • Creation for the sake of creation and destruction for the sake of destruction
  • Shift from the linear towards the systemic and mesh thinking models
  • Shift from future exploration towards   future design
  • Fast progressing artificial intelligence

The Zeitgeist

The Zeitgeist of the Cyber-Age is driven by intense creation and destruction. On one side we have immense opportunities, breakthroughs, innovations, inventions, hope for a better future due to social and technological transformation; on the other side double standards, polarisation, loss of hope for the future, loss of trust. We are entering the times of VUCA7 i.e. high volatility, increasing uncertainty, growing complexity and ambiguity. We can see the fear and anxiety increasing. No surprise we can see crises everywhere. At the same time everything seems to be just a reality show: sport, politics, and business even private life. The dominating values are materialistic and emotional.

Because of the importance of creation in our life, entrepreneurship is far more, than just a major engine of economic growth and job creation. It goes as well far beyond being a positive force of social innovation and change. It is the essential force and driver creating quality of life, if focussed on the right values and principles.

All the real or perceived crises are increasing our anxiety about real or perceived threats. They may never happen, but this does not matter. The focus of the media and social media on bad news is constantly fueling them, creating a growing uncertainty. And the politicians take advantage to manipulate us. Just think how often you see the argument of jobs at stake. It does not matter if the threats are perceived or real, they are all increasing our anxiety and fear. Threats are inciting people to search for protection from authoritarian and powerful people. The key threats are: economic insecurity; terrorism; poverty; unemployment; consequences of immigration violence; personal safety; sexual abuse; environmental damages; climate disasters; no future for us; no future for children; crime; sickness; crook etc. In addition we have threats due to the fear of loss of status, social peace, social stability, possession, safety and security etc. Have we got an Age of Anxiety ahead of us?

THE RATIONALE FOR TRANSFORMATION IN THE CYBER-AGE

From the contextual changes, we know that we are moving towards VR. The general hypothesis is that the transformation we are going through in the Cyber-Age is the story of digitalisation leading towards virtualisation. At the end of this transformation we will be living and working using hybrid models. At present we are still busy with the challenges of globalisation and digitalisation. States, people, organisation and enterprises are struggling to find the best way to survive and to thrive. But the virtual age is already emerging. Within the next decade we will have to cope with the challenges of virtualisation.

Some examples of advanced technologies include: Biotech, Gentech, Nanotech, Cleantech, Alternative Energy, Health Technologies, Neuroscience, Robotics, Drones, 3D printing, New Materials, Quantum Technology, Outer Space Tech, New Transportation Technologies, etc. All theses technologies will also be supported by powerful artificial intelligence and smart ICT.

In addition there are combinations of technologies like BING = Biotech, InfoTech, Nanotech & Genetics; NBIC, an acronym for Nanotechnology, Biotechnology, Information Technology and Cognitive Science.

The key drivers to the transformation in cyber-age include all or the combination of the following:

  • ICT; AI & Advanced AI; Cognitive Computing; Quantum Computing; self learning robots and programs; M2M, M2B, B2M, B2B
  • Advanced technologies: Biotech, Gentech, Nanotech, Cleantech, Alternative Energy, Health Technologies, Neuroscience, Robotics, Drones, 3D & 4D printing8, New Materials, Quantum Technology
  • Collaboration of people with intelligent machines and robots
  • Shift from linear towards systemic meshing thinking and working
  • Globalisation focusing on individualisation
  • Hybrid model of economy, business, enterprise and work
  • Social transformation and escape to virtual worlds
  • Shift from industries and ecosystem towards core competency clusters. A competency cluster will encompass R&D entities, education units, innovation parks, start-up incubators, virtual practices and labs, corresponding companies with their ecosystems, suppliers, supporting organisations, professional, experts etc.9

The virtual age will be characterised by:

  • Hybrid10 economy, hybrid enterprises, hybrid business models, hybrid products and services and hybrid work
  • Hyper-growth companies seeking triple digit plus growth rates11 based on the future internet
  • Decentralised Autonomous Organisations. Largely automated entities combining blockchain approaches and AI12. They could even govern a large part of the Cyber-Economy
  • Fast transformation and permanent innovation adapting to changing context and unexpected disruptions
  • Increasing focus on individual customers and users
  • Automated individualised supply, e.g. using drones as well as 3D and 4D printing
  • Automated marketing led by intelligent AI-based entities

Cities are also at the forefront of the cyber transformation. They are the cauldron of many systemic innovations based on the meshing impact of several different factors like social transformation, changing demographics, deployment of new technologies, new form of production and education.

Cities are also at the forefront of the cyber transformation. They are the cauldron of many systemic innovations based on the meshing impact of several different factors like social transformation, changing demographics, deployment of new technologies, new form of production and education. Cities are increasingly leading the transformation and setting the tone13.

The virtualisation is already with us. Think about: virtual worlds (e.g. Second Life, Sansar),14 virtual worlds for kids15, virtual shops (e.g. IKEA), virtual travel agencies (e.g. Expedia, travel advisor, Trivago, all major airline reservation systems), virtual meetings16, virtual education modules17, virtual gaming (e.g.), virtual cinema (e.g. The VR Cinema Amsterdam18) etc.  And these are fast expanding to other sectors.

The VR might become an escape from social, political and religious control. AI based programs and entities will help people cope with the disruptive and continual transformation of the context and its consequences in their personal and professional life.

Creation, destruction as well as generic entrepreneurship will blossom in the virtual worlds. People will enjoy discovering and creating new worlds, without the limitations of space and time. There will be enough for all! The only limitation will be the available technology and capacity of servers.

The real challenge, thus, is moving from mere preparing for the future towards designing it. Organisations need to work in parallel on three levels: the “daily business”, the “emerging business” and the “future options”. Our personal and professional life will have to be organised in a similar way. This calls for a revolution in the field of Education.

Why will business be transformed?

  • The most important factor seems to be the changing emphasis of values created in business. The emphasis will be shifting away from exclusiveley financial values towards life values, experiences, meaningfulness, talent development and a better life work balance
  • The shift of large part of life (work, education, shopping, leisure, meetings, etc.) to the Cyber-Reality will have high impact on the number of products bought by the consumers shifting from ownership towards experience, ultimately towards meaningful experiences. This will also cause the shift towards non-material experiences. The boundaries between the real and the “Cyber-Reality” will increasingly get blurred19
  • The perception of life-quality will also shift towards the Cyber-Reality
  • Mature economies will be reaching peak in terms of ownership20
  • A large part of the value creation will be produced in collaboration with automated intelligent entities.  This will lead to big increase in productivity
  • Changing nature of work, more focus on outcomes and values created, meaningfulness, collaboration with intelligent artificial entities, and maybe most important increasing amount of work performed in the Cyber-Reality
  • New Internet enriched with Internet of Things on the way to Internet of Everything, anytime anywhere access to Cyber-Reality, with commercial virtual worlds will change shopping habits, and drone delivery will have a huge impact on business models
  • Blockchain and alike technologies will change the way of business transactions21
  • New economic models will have to take account of the consequences due the increasing involvement of intelligent machines in value creation, leading to potential loss of purchasing power of large part of the consumers

Many new theories and concepts of economy are clear indicators of these changes. Adjectives and qualifiers of various economic types are emerging. Already at the beginning of the 21st century  we started to employ terms such as knowledge economy, intellectual economy, creative economy, well-being economy, shared economy, valuation of information assets (infonomics) etc.  What kind of economy and what kind of qualifyers will we be experiencing in the future?

ECONOMY REVISITED: KEY INGREDIENTS IN THE ECONOMY OF THE CYBER-AGE

“The future is a place where nobody was ever before.”

Scenarios of business in the context of Cyber-Reality

Again, assuming a comprehensive Transformation driven by Advanced AI, Future Internet  and  Cyber-Reality, will cause a shift in many life activities; the Virtual Reality is really a  Comprehensive Transformation. Mind you, it can lead towards different scenarios. We have selected hereafter two extreme scenarios:  the dystopia and the utopia, and have added also a desired one in between. Table 2  summarises the scenarios and their principal characteristics:

Let us get a bit deeper into the scenarios. Here are some reflections and insights.

Cyber-Economy

There is no doubt that with the development of VR,  we will see a blossoming Cyber-Economy (i.e. the economy in the Cyber-Age). It will be an economy existing and operating simultaneously in different realties: real, digital, augmented and virtual. It will consist of a dynamic mesh amongst all of them. The Cyber-Economy will be driven by permanent transformation and innovation, creating multi-stakeholder value. It will be sustained by the partnership between human talents and intelligent machines.  The Cyber-Economy will be like a river changing all times its bed and carrying always-new water.  With disruptive floods from time to time. Changing shape, water levels, speed and direction, depending on the context changes.

Hypothesis about Cyber-Economy

Some issues: Will profit be less prominent? Is business without profit possible? The question also is, will there still be a tight relationship between transformation, production and consumption?

What will be the impact of “digital and virtual products” with a production and replication cost of nearly zero?

“The challenge will be to create an economy, which does not rely on the consumption of items, on one side consumers demands for experiences is increasing23, on the other the buying power without a solution for the replacement of vanishing jobs can be decreasing. In addition a dynamic value creation to satisfy multiple expectations will be necessary. This will lead towards a redefinition or re-invention of economics that is based on more than just the old-fashioned economic values. With this new framework, a distinct work-life balance will emerge. Finally, more time can be dedicated to the development and care of partnerships, of personal development, and for the search of the meaning of life.”24

BUSINESS IN THE CYBER-AGE

At the center of business is the value creation produced by solutions, products, services and experiences. The value created is different for different key stakeholders: owners, entrepreneurs, executives, employees, customers, users, suppliers, providers and the business ecosystem participants. They are part of the “business value cluster”. At the core of all values created by the businesses are the economic and financial values. A shift is already visible to move away from strong focus on the financial values. And enhance non-financial values, as indicated on the following table (Figure 2).

In principle business should be aiming at permanent and meaningful improvement of the quality and values of life. Its main purpose should be sustaining and improving the quality of life and giving people additional meaningfulness in their life. It will also offer opportunities for development and deployment of talents.

Business is a core element of economy. To understand the transformation of business, it is necessary to see it in a larger context. One can see the value chain from Macro to Micro:

Economy > Business > Enterprise/Firm > Work > Core Executive > Competencies > Talents

The business paradigm has gone through many variations in human history. In the last century it became dominated by the obsession of growth. The shareholder value became its culminating point and often it led to corruption and scandals.26 It is time to raise the question, what is the most appropriate business paradigm for the Cyber-Age in view of the transformation of the economy through digitalisation and later on virtualisation. We can assume the business paradigm will also undergo a fundamental transformation.

Today business seems still be obsessed with “more of the same” in terms of results. The two main drivers “greed and growth” still dominate the business arena. But the scarcity of key resources is growing. The strain on the environment and life eco-systems is progressing fast. We are already experiencing heavy climate changes and related disasters; we can observe increased extinction of species, disruptive socio-political changes, social unrests and growing fear about the future.

At the same time the digital economy is growing fast and disrupts the traditional value chains. A classical example is Apple with its APP store. Today several key B2C industries are being transformed: tourism, in particular travel agencies and hotel industry (through booking platforms and newcomers like Airbnb), banking (Fintech) etc. The same fate seems to happen in the B2B industrial sectors; Predix from GE is a precursor27. An increasing part of companies operations are being digitalised as well28.

Although we are in the middle of digitalisation, and we have still big changes ahead of us29, we are already standing on the edge of virtualisation. At present it is difficult to imagine what the full developed VR and what its impact on economy and business will be. But we can formulate already several assumptions about it:

  • It will be able to create worlds beyond space and time similar to our dreams and to the fairy world. They will offer nearly infinite opportunities for expansion, only limited by the computing capacity of the servers
  • It will be a co-creation of humans and intelligent artificial entities working in the different “realities”
  • Robots and highly intelligent machines will be widely in charge of the infrastructure and production in the real world. Most human working activities will be performed in the virtual reality, where people will be assisted by personal virtual assistants
  • Paid work may become soon a privilege and will be considered as opportunity to develop and deploy core competencies and talents
  • There will be a plethora of new business models. Most of them will be hybrid, i.e. composed of elements in all three realities: our, i.e. real, digital and virtual
  • Finally the world will be co-governed b y people in partnership with intelligent artificial entities

Business purpose in the Cyber-Age

The purpose of business is to deliver meaningful solutions, sustaining and improving the quality of life with decent revenue reinvested largely for the business development, coping with the permanent transformation and innovation. This is done in partnership with the digital and virtual entities allowing people to develop their personality and their competencies, as well as adding meaningfulness into human life.

In partnership with the digital and virtual entities, business is leveraging the achievements of the Cyber-Age to deliver life values for multiple stakeholders. The core values of business are: branding and quality of life.

Five Hypotheses about business in the Cyber-Age

THE CYBER-ENTERPRISE

The Cyber-Enterprise is a self-sustaining engine for multiple-value creation based on a digital and virtual framework of relations. It takes care of the capacity to produce and deliver the corporate promise, i.e. creation of meaningful solutions, products and services leading to multiple values – creation. The form of the enterprise is based on value creation networks. Key is the ability to form networks and relationships, by working on digital platforms and virtual networks within multiple ecosystems.31

With the Cyber-Reality we can expect a new structure of organisations and industries.  One important factor will be the core competency clusters and another the split of business into digital platforms and virtual networks from local to global ones, within and beyond industries and competency clusters. The workforce will be composed of people and smart machines. Large part will be freelancers. Temporary hybrid taskforces within and beyond the organisation will work on specific projects.  We also will see hybrid business models and hybrid organisations across all “realities”. On-site and local providers using 3D and 4D printers will deliver an increasing part of the production. R&D organisations, Universities and other research institutions, entrepreneurs and investors  will own the “recipes” and the intellectual propriety.

The digital value platform and later on the hybrid value network will be the most important structure of organisations. This kind of structure allows for several contact points with the environment.

The digital value platform and later on the hybrid value network will be the most important structure of organisations. This kind of structure allows for several contact points with the environment. The two most important will be the marketing, sales and delivery as well as the encompassing procurement32.

Here is an interesting example and real-life case that illustrates the aforementioned discussion of hybrid organisational structures, composed of highly skilled workforce and smart machines. Chain IQ33, a company meeting its customers’ needs in managing and professionalising their supply chain(s) has rigorously transformed its business operations following the path of integrating disruptive technologies into its day-to-day business operations.

While supply chain and in particular procurement functions are traditionally being considered as “conservative and operational”, recent examples such as Chain IQ, operating as innovation front-runners, contradicts with this traditional viewpoint as they are applying:

  • Cognitive computing solutions for its e-Auction sourcing process,
  • AI supported RPA (robotic process automation) solutions to replace its so far manually supported sourcing operations,
  • Fully adapted and integrated SMAC34 model, with simple applications such as

» procurement professionals selecting and using supplier related networks (Social Media) or exchanging and interacting with vendors (e.g. demand management related activities, supplier feedback, supplier driven innovation) allowing companies to manage and mitigate their supply base risk, resulting from an unmanaged and non-integrated supplier base or supplier inventory,

» deploying procurement related content and platforms (Mobility), to simply allow for speeding up decision making processes, given the need for the permanent accessibility of information,

» generating insights via professionally performed Business Analytics (predictive and prescriptive),

» Cloud-based solutions as the opportunity for business professionals to access on-demand “solutions”, such as flexible, so called “as-a-Service”, service concepts, which may include sourcing platforms as well as volume bundling services (Smart Joint Sourcing), allowing organisations to scale-up and down its sourcing and procurement operations, depending on business requirements.

Future supply chain organisations will require higher specialisation and will be far more strategic, focussing on business value creation along the company’s entire value chain.

As a result of this procurement transformation towards a continuous digitalisation and virtualisation, this has and will lead to further efficiency gains in procurement operations as well as to reduced business operational risks. However it is important to highlight that future supply chain organisations will require higher specialisation and will be far more strategic, focussing on business value creation along the company’s entire value chain.

Key characteristics of the Cyber-Enterprise

  • Hybrid structure with dynamic meshing; hybrid business models; hybrid solutions and products
  • Permanent and short term organisations; alliances with outsourcing companies
  • Fast transformation and adaptation to changing context und unexpected disruption; permanent (meaningful) innovation
  • Co-governance; executive talents and intelligent virtual entities
  • Creation of multi-stakeholder value. Virtual entities are part of the stakeholders
  • Access to talents and intelligent programs; partnership; development and deployment
  • Key values: life values and brand value
  • Work as privilege and key part for the development and deployment of talents and intelligent entities
  • New forms of talent development

The Cyber-Enterprise is a dynamic, complex organisation in permanent transformation around its value creation system.

Leadership of the Cyber-Age will be

  • Moving from acceptance towards belonging and from expecting love and respect to giving love and respect
  • Holistic and systemic, encompassing thinking and actions
  • Understanding the challenges and opportunities of the Cyber-Age: globalisation, digitalisation, virtualisation, creation and technology development
  • Value-based leadership i.e. leading by values
  • Focussed on meaningfulness (business, life quality, people and society)
  • It will be focussed on relationships, collaboration, cooperation, partnership and care
  • Have future orientation, anticipation and design
  • Be ready for close collaboration with the intelligent entities

CONCLUSIONS AND CALL FOR ACTIONS

“A dream is the most powerful way to shape the future. It can literally move mountains and propel people into the outer space” (Mario Raich, Riane Eisler, Simon Dolan, Cyberness, 2014)

PRINCIPAL CONCLUSIONS

The Cyber-Age transformation today is digitalisation, but is being replaced at increasing speed through virtualisation. To understand where we are standing in the transformation towards virtualsation it is important to anticipate the key elements of the Virtual Age.

First of all we need to be aware that the globalisation has made big strides, but our world is still fragmented in terms of development and we can see growing polarisation due to access to technology, wealth distribution, education, worldview, political systems and religions. Therefore the development is moving forward at different speeds in different parts of the world. We can anticipate quite a few key elements of the Cyber Age, but it is sometimes difficult to put them in the right time frame. Nevertheless the Virtual Age will be probably fully deployed by the anticipated time of Singularity, i.e. 2045.51

The virtual age will have a very different context from the one we have today. The highly advanced artificial intelligence and a different ICT technology based on cognitive computing, quantum computers and self-developing IT programs will allow nearly instantaneous connection anytime, anywhere, of anyone and anything. We will also see far reaching advances of the Virtual Reality. Coming close to seamlessness the social media will allow contacts similar to the real ones. The society will be far more attracted by the new opportunities of the Virtual Reality, than the events in our reality. Beside economy and business this will also affect politics and the political systems. In view of the ongoing transformation and the expected changes we have plenty of incredible challenges and opportunities ahead of us. We will see a new business ecosystem and a new workforce emerging.

Unbelievable dynamic of the economy and business with permanent and fast innovation and dealing with unexpected disruptions. This will lead to global and individualised markets and business overcoming apparent contradiction: customiced production for the mass markets. We will have plenty of uncharted opportunities exploring new territories and opportunities where nobody has been before. We should not be afraid to develop bold visions and take decisions and actions to get ready to cope with the transformation towards the future-based VR.

Since we cannot avoid the presence of the artificial intelligence in every aspect of economy and business – and finally in our life – we need to intensify the discussion about the development and beneficial deployment of the artificial intelligence for human values. We need to prepare people for the partnership with intelligent machines.

ACTIONS

What should we do in anticipation of the Cyber-Reality?

  1. Be continuously aware of the contextual shifts
  • Organise continuous mentoring of relevant information sources
  • Create a regular short overview with direct access to sources for all executives
  • Watch the technological development allowing progress towards seamless immersion
  1. Closely follow the development of ICT and advanced technology
  • Look at start-ups as an interesting source of information
  • Beside generic sources52 define industry specific sources
  • Engage a team of young talents for the development of a blueprint of your company in the Cyber-Reality
  • Keep an eye on the progress of the virtualisation, which is fast moving beyond augmented reality and partial immersion into deep immersion

3.Watch the convergence53 of scientific domains and technologies

  • E.g. Convergent science network of biomimetics and neurotechnology54;
  • Transdisciplinary Integration of Life Sciences, Physical Sciences, Engineering and beyond55
  1. It is also important to look beyond the existing technological solutions towards the emerging and nascent technology. A specific task force including external researchers and future thinkers may be necessary for such activity
  2. Prepare your organisation for partnership with intelligent entities. AI-based technology will be an omnipresent companion and partner of humans.
  • Look at joint governance
  • Prepare you organisation for collaboration and co-creation: humans and intelligent entities sharing activities. Talents and enhanced talents teaming up with intelligent entities
  • Executives should get exposed to new technologies. They should start to experiment with artificial intelligence at each stage of development of the Cyber-Reality

6. Governance and Leadership

  • Managing concurrently business today and developing future business
  • Create adaptive and dynamic structure and organisation. Learn how to cope with increasing speed and agility
  • It is absolutely necessary to develop new competencies for the Cyber-Age. This is in particular vital for executive talents. Innovative executive talent development, use collaterral talent development56
  • Introduce innovate executive talent development, use collaterral talent development

CYBERNESS

“People have dreams, computers don’t”.

Only a widely spread Utopia can provide the energy to save a perishing culture and civilisation. Utopia is a dream about a wishful state of society, which cannot be reached in practice. But it serves as a guiding star pointing at the right direction to go. The tension between the existing reality and Utopia is a source of incredible energy. Without such tension, the society becomes flaccid and moves from active life experience towards passive endurance of fate. In the long term we expect the development of Cyberness, a world able to leverage the achievements of the Cyber-Age for the development of a new society and a new economy with a view of the future.

Cyberness means in its essence a new world with a new society, a new economy and responsible leadership focussing on the values and quality of life for all.

Cyberness means in its essence a new world with a new society, a new economy and responsible leadership focussing on the values and quality of life for all. The fundamental principles of Cyberness are collaboration, partnership, mutual respect, care and creation. Cyberness describes a future way of life where real and virtual worlds are blended, where artificial intelligence is used to create a sustainable, decent life for all. Artificial Intelligence-based entities and robots are allies and partners of humans; highly intelligent machines and robots perform most of the work. Human work is a privilege adding value to people’s life and to society. Creation is more important than ownership.57

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About the Authors

Dr. Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder of e-Merit Academy emeritacademy.com, and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is member of the advisory board of the Global Future of Work Foundation in Barcelona.

Dr. Simon L. Dolan is currently the President of the Global Future of Work Foundation. Used to be the Future of Work Chair at ESADE Business School in Barcelona. He is a prolific author with over 70 books on themes connected to managing people, culture reengineering, values and coaching. His full c.v. is at:  http://www.simondolan.com

Dr. Dave Ulrich is the Rensis Likert Professor, Ross School of Business, University of Michigan and Partner at the RBL Group (http://www.rbl.net). He has written over 30 books and 200 articles on talent, leadership, organisation and human resources.

Claudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is Board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG and also the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company providing strategic, tactical and operational procurement. (https://chainiq.com/)

References
1. Kai Goerlich, Swimming In The Immersive Digital Experience, http://www.digitalistmag.com/digital-economy/digital-futures/2017/09/12/swimming-in-immersive-digital-experience-05335070; https://youtu.be/q5QVLztGwKs
2. How 5 Industries Are Already Using Virtual Reality, https://www.forbes.com/sites/centurylink/2017/09/29/how-5-industries-are-already-using-virtual-reality, https://www.forbes.com/sites/centurylink/2017/09/29/how-5-industries-are-already-using-virtual-reality/ – 377599834843
Augmented and virtual reality applications, https://www.eonreality.com/applications/
3. The autonomous Internet of Things: how the IoT will become context-aware and self-sufficient, http://www.information-age.com/autonomous-internet-things-how-iot-will-become-context-aware-and-self-sufficient-123460740/
Vineet Gupta and Rainer Ulrich (2017) How the Internet of Things will reshape future production systems
https://www.mckinsey.com/business-functions/operations/our-insights/how-the-internet-of-things-will-reshape-future-production-systems?cid=eml-app – 0
Subhash Kak. (2017) Will artificial intelligence become conscious? December 22.,
http://www.kurzweilai.net/will-artificial-intelligence-become-conscious?utm_source=KurzweilAI+Daily+Newsletter&utm_campaign=bcc80929fd-UA-946742-1&utm_medium=email&utm_term=0_6de721fb33-bcc80929fd-281883681
7 Predictions For How The Internet Will Change Over The Next 15 Years
https://www.forbes.com/sites/jaysondemers/2016/04/18/7-predictions-for-how-the-internet-will-change-over-the-next-15-years/ – 6d287f5b22e0
» Future Everyday Interaction with the Autonomous Internet of Things (A-IoT) http://www.nottingham.ac.uk/research/groups/mixedrealitylab/projects/future-everyday-interaction-with-the-autonomous-internet-of-things-aiot.aspx
4. For more detailed dexcription please look at: Beyond Business and Society in Transformation, Mario Raich and Simon Dolan, London 2008 and „The great transformation in business and society. Reflections on current culture and extrapolation for the future“, Simon Dolan, Mario Raich, Cross Cultural Management: An International Journal, Vol. 16 No. 2, 2009, pp. 121-130
5. The case for digital reinvention, http://www.mckinsey.com/business-functions/digital-mckinsey/our-insights/the-case-for-digital-reinvention
6. Meshing was developed in 2015 by Mario Raich to speed up the creation, design and development
and finally the implementation and commercialization of innovations within the Smart Innovation Factory (SMIFA)
7. VUCA is an acronym used to describe or reflect on the volatility, uncertainty, complexity and ambiguity of general conditions and situations. https://en.wikipedia.org/wiki/Volatility,_uncertainty,_complexity_and_ambiguity
8. It is a type of programmable matter, wherein after the fabrication process, the printed product reacts with parameters within the environment (humidity, temperature, etc.,) and changes its form accordingly. https://en.wikipedia.org/wiki/Four-dimensional_printing. This means it has the capaibitily for serlfv assembling.
9. Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo.(2017) Gloom vs. bloom of the future of work. The European Business Review September – October. p.22
https://www.europeanbusinessreview.com/gloom-vs-bloom-of-the-future-of-work-can-we-chart-a-positive-roadmap/
10. Hybrid means existing and acting in two or three universes, the “real” the “digital and the virtual simultaneousely. Example is the virtual shopping centre from IKEA: The IKEA Store Experience that never closes, http://www.ikea.com/au/en/catalogue-2017/VR_Experience.html
11. The Future of Business, edited by Rohit Talwar, p.34
12. Ibid, p.38
13. Going digital: making the transformation work for growth and well being, https://www.oecd.org/mcm/documents/C-MIN-2017-4 EN.pdf
Smart Citiesas Innovation Ecosystems.  Sustained by  the  Future Internet
http://www.urenio.org/wp-content/uploads/2012/04/2012-FIREBALL-White-Paper-Final.pdf
Here’s what smart cities do to stay ahead
http://theconversation.com/heres-what-smart-cities-do-to-stay-ahead-72193
14. http://secondlife.com/; https://www.sansar.com
15.  https://inworldz.com/
16. The IKEA Store Experience that never closes, http://www.ikea.com/au/en/catalogue-2017/VR_Experience.html
16. 3 Ways VR Technology Will Transform Your Business Meetings, https://www.pgi.com/resources/articles/3-ways-vr-technology-will-create-better-meetings/
17. Real Uses of Virtual Reality in Education: How Schools are Using VR, http://www.emergingedtech.com/2017/06/real-uses-of-virtual-reality-in-education-how-schools-are-using-vr/
18. https://thevrcinema.com/about
19. Mark Purdy, Athena Peppes and Suning An, The Rise Of The Imagination Economy https://www.europeanbusinessreview.com/the-rise-of-the-imagination-economy/
20. Hernaldo Turrillo. (2017) Introducing the Well-being Economy, November 17. https://www.intelligenthq.com/innovation-management/introducing-the-well-being-economy/
21. Hernaldo Turrillo, 19/09/2017 Enhancing the Economy ‘Block After Block’, https://www.intelligenthq.com/innovation-management/enhancing-the-economy-block-after-block/
22. Discussed by Raich and Dolan, in Beyond Business and Society in Transformation, 2008
23. Mark Purdy, Athena Peppes and Suning An. (2017 The Rise Of The Imagination Economy, https://www.europeanbusinessreview.com/the-rise-of-the-imagination-economy/. November 13.
24. Raich. Dolan, Ulrich & Cisullo (2017) Gloom vs. bloom of the future of work: Can we chart a positive roadmap? The European Business Review September. October .
25. Life values e.g. healthy eco-systems, health, happiness, friendship and care, true mutual partnership etc. and spiritual values like trust and love need to be considered more important than pure materialistic values. Happiness values are increasing people’s happiness, like social relationships, playing, gaming, entertainment, sports, arts etc.
26. Liran A., Dolan S.L. (2016) Values, values on the Wall – Just Do Business and Forget them All. The European Business Review,
27. Predix Creates Transformation by Extending Industrial Automation to the Cloud. Predix intends to create a platform for intelligent applications to achieve business transformation based on the previous achievements of industrial automation.
What Is GE Predix Really Building? Dan Woods, https://www.forbes.com/sites/danwoods/2016/09/28/what-is-ge-predix-really-building/ – 1064a89a3c5b
28. Digitalization: The Pharmakon of Open Organizations, Albert Meige, https://open-your-innovation.com/en/2017/04/21/francais-digital-pharmakon-des-organisations-ouvertes/
29. Steve Case has described the next business transformation due to the Internet of everything in his latest book as the third wave .[1] Steve Case, The Third Wave. An Entreprneur’s Vision of the Future, 2016
30. Life quality values: maningful solutions; meaningful activities for humans; solutions for better life, social values, opportunities to develop and deploy talents etc.
31. (2017) What’s Reshaping Entire Industries? October 6. by paul4innovating https://ecosystems4innovating.wordpress.com/2017/10/06/whats-reshaping-entire-industries/
32. A procurment which is taking care of all elements coming from outside necessary for the right functionning of the organization, i.e. talents, technology, raw materials, ideas abiout new relevant solutions and innovatiuons etc.
33. https://www.chainiq.com/
34. SMAC is an abreviation of: Social, Mobility, Analytics, Cloud
What is SMAC, and How Is It Reshaping The Enterprise? https://datafloq.com/read/smac-is-reshaping-the-enterprise/17
35. An interesting overview of technology development is presented in the Infographic: A timeline of Future Technology, http://thetechnews.com/2017/03/08/things-come-timeline-future-technology/
36. https://en.wikipedia.org/wiki/Sophia_(robot)
37. For the First Time, a Robot Passed a Medical Licensing Exam
In Brief, http://www.chinadaily.com.cn/bizchina/tech/2017-11/10/content_34362656.htm
38. Patrick Caughill, A Virtual Reality Film Experience Just Received the First Oscar for VR, https://futurism.com/virtual-reality-film-experience-received-first-oscar-vr/
39. Zara Stone, DARPA Invests $18.3 Million In Brain Implant Startup That’s Building ‘A Modem For The Mind’ https://www.forbes.com/sites/zarastone/2017/07/10/darpa-announces-investment-in-a-brain-implant-startup-that-wants-to-be-a-modem-for-the-mind/ – 204e3d2079d9
40. Virtual meetings, virtual retail shopping, virtual travel destinations, virtual education
3 Ways VR Technology Will Transform Your Business Meetings, https://www.pgi.com/resources/articles/3-ways-vr-technology-will-create-better-meetings/
Why Yes, You Can Go Ikea Shopping In Virtual Reality, https://www.gizmodo.com.au/2017/06/why-yes-you-can-go-ikea-shopping-in-virtual-reality/
8 Virtual Reality Travel Experiences That Will Blow Your Mind. See the world without ever leaving your couch, https://www.lifewire.com/virtual-reality-tourism-4129394
Real Uses of Virtual Reality in Education: How Schools are Using VR, http://www.emergingedtech.com/2017/06/real-uses-of-virtual-reality-in-education-how-schools-are-using-vr/
41. https://en.adamos.com/
42. Alibaba launches full VR shopping experience with Buy+, INQUIRER.net / November 29, 2016 http://technology.inquirer.net/56131/alibaba-launches-full-vr-shopping-experience-buy
43. New Virtual World Sansar Is Ready to Pick Up Where Second Life Left Off,
https://singularityhub.com/2017/06/23/new-virtual-world-sansar-is-ready-to-pick-up-where-second-life-left-off/
44. Chris Martin,The future of enterprise is virtual and augmented
https://www.virgin.com/entrepreneur/future-enterprise-virtual-and-augmented
45. ibid
46. https://www.eonreality.com/applications/
47. Companies paying the development of talents and getting access when needed.
Today we have already examples for “Talent on demand”: Darpa https://www.darpa.mil/about-us/about-darpa, Innocentive.com, and Crowdsourcing
48. Ray Kurzweil’s Mind-Boggling Predictions for the Next 25 Years, https://singularityhub.com/2015/01/26/ray-kurzweils-mind-boggling-predictions-for-the-next-25-years/
49. Jeff Desjardins, Infographic: A Timeline of Future Technology, http://www.visualcapitalist.com/timeline-future-technology/
50. ibid
51. “The singularity is that point in time when all the advances in technology, particularly in artificial intelligence (AI), will lead to machines that are smarter than human beings. Kurzweil’s timetable for the singularity is consistent with other predictions,– notably those of Softbank CEO Masayoshi Son, who predicts that the dawn of super-intelligent machines will happen by 2047“. https://futurism.com/kurzweil-claims-that-the-singularity-will-happen-by-2045/
52. newatlas.com; futurism.com; newsletter@kurzweilai.net
53. Convergence Research at NSF, https://www.nsf.gov/od/oia/convergence/index.jsp
54. http://www.csnetwork.eu/
55.  https://www.ncbi.nlm.nih.gov/books/NBK210155/
56. Collateral talent development is leveraging the executiuve talent development to spread talent development accross the whole organization. For detaills on collateral talent developmenplease see: emeritacademy.com
57. Raich, Eisler, Dolan (2014). Cyberness: The Future Reinvented https://www.amazon.com/s/ref=nb_sb_noss_2?url=search-alias=aps&field-keywords=Cyberness&rh=i%3Aaps,k%3ACyberness

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GLOOM vs. BLOOM OF THE FUTURE OF WORK: Can We Chart A Positive Roadmap? https://www.europeanbusinessreview.com/gloom-vs-bloom-of-the-future-of-work-can-we-chart-a-positive-roadmap/ https://www.europeanbusinessreview.com/gloom-vs-bloom-of-the-future-of-work-can-we-chart-a-positive-roadmap/#respond Wed, 02 Aug 2017 10:40:18 +0000 http://www.europeanbusinessreview.com/?p=35633 By Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo As the digital era is continuously in its process to ripen, discussions of destructive unforeseen scenarios are always on the […]

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By Mario Raich, Simon Dolan, Dave Ulrich, and Claudio Cisullo

As the digital era is continuously in its process to ripen, discussions of destructive unforeseen scenarios are always on the picture especially in the aspect of work. In this article, the authors comprehensively tackle and focus on the bloom rather than the gloom that awaits modern and future society in terms of work and of life.

 

“Too often the focus of work has changed from life sustaining purpose to transaction paid activities, which means that work has lost its meaningfulness.” 

There are thousands of articles and books about the future of work. The vast majority describes doom and gloom scenarios. It is very easy to join the crowd and elaborate on this negative and catastrophic landscape. Here are some typical examples that make the news:

• A large portion of today’s jobs will disappear in the digital world. According to Oxford university economists Carl Frey and Michael Osborne, 40% of all jobs are at risk of being lost to computers in the next two decades.1
• Others, predict that not only 75% of jobs will be lost due to automation, but the developing world may also see swaths of companies leaving their shores and returning to developed nations, as labour will be less of a factor for industry.2
• Futurist Thomas Frey, asserts that two billion jobs will disappear in the next 15 years.3
• Above is becoming even more catastrophic due to the fact that one or two billion people will enter the market seeking new jobs; and to make matters even more challenging, this will happen at a time when global market reach is creating tremendous global competition.
• In order to sweeten a bit the total gloom, Frey claims that 60 percent of the jobs that will exist ten years from now have not yet been conceived.4
• Gallup reports that 87% of employees worldwide are not engaged at work.5

These predictions suggest the demise of the number of jobs and raise the question: “Will we have a job in the future?” More important are the questions:, “If we are lucky to have a job will it be interesting?” and “Will it be meaningful?” Beyond having a job, the more puzzling question has to do with the role and meaning of work. Here are some points to consider:

• Too often work has morphed from a life-sustaining purpose to a transaction paid activity. With an economy focussed mainly on profit generation; for many people work has lost its meaningfulness.6
• Today we are experiencing high level of unemployment juxtaposed with enormous wealth creation, resulting in an increasing wealth polarisation.
• The developing countries are experiencing a rapidly growing middle class, while the highly developed countries see theirs shrinking.

This paper shows that perhaps we can use the same drivers of future transformation with some creativity and imagination in order to detect opportunities and perhaps aspire for a more positive future of work. We realise that by selecting this focus, the paper might have less “scoops” and perhaps be less convincing to the readers. However, this is the challenge; to think out of the box and avoid delving into the gloom by focussing on the bloom. The rhymes works well for us hence the Oxford Dictionary defines Gloom as: “the state of depression or despondency”, while the same dictionary defines Bloom as “the state or period of greatest beauty, freshness, and vigor”.

 

What are the Principal Drivers of Transformation that will Affect the Future of Work in the Cyber-Age?

We are living in a world dominated by three powerful converging megatrends: globalisation, digitalisation and creation. Those will force companies to change the way they lead, manage and operate their business including their supply chains. Taking advantage of these changes will lead to great success. Continuing with current practice will result in revenue loss and cost increases.

Five global forces are shaping the latter: social changes, technological changes, global connectivity, environmental changes, and asymmetric conflicts. In addition, we have several global key issues such as changing demographics, shift from spiritual towards materialistic values, fast progressing environmental degradation, fast advancing artificial intelligence and vanishing jobs.7

In the context of the digital supply chain it is important to understand that many activities will and have to be automated but still will not be fully replaced by machines.

The Cyber-Age creates huge challenges and opportunities for humanity. It calls for a transformation of business and society, enabling them to harness the power of digital technologies. We have a unique historical opportunity to reinvent human society and the way of life by leveraging the achievements of the Cyber-Age. We can leverage the mighty driver of “creation” to get a constructive impact on education, culture, business and, finally, society. We can bring back meaningfulness into politics, the economy and of course to the world of work.

Especially based on the three converging megatrends mentioned before, new sources of data will always emerge. New types of analytics will always be developed. And new software, new robotics and new customer demands will come to the fore. Most companies today fail to maximise the opportunities presented by the data, systems and people. As we all know, organisational change is mainly derived from people’s willingness and capability to move to the future. This is certainly true for the journey to a digital supply chain, which will require education, communication, organisational redesign, process redesign and bringing in new personnel. Therefore as well in the context of the digital supply chain it is important to understand that many activities will and have to be automated but still will not be fully replaced by machines. In fact, what has to happen, is a cultural change. The ways that people are operating will change and collaboration between different groups e.g. engineering and production, across geographies and head office, line managers and SME will become paramount.

You open any newspaper, almost in any country and region in the world, and to your dismay, you notice a rare mix of destructive forces in action that is leading towards destructive transformation. These includes greed, fear and hatred. Greed varies in its origin; there are many cases of greed for power, for money, for dominance, which at the end leads to corruption and abuse of power. Fear of losing acquired wealth and status, is manifested in forms of racial superiority, dictatorships, and others. Finally, hatred, which is all about not respecting differences, is manifested in the form of terrorism, fanaticism, and others.

The first phase of the Cyber-Age, where we are right now, is dominated by digitalisation; the second one, which is just emerging, will be dominated by virtualisation. In all areas of our life, we are being pushed out of our comfort-zone. Today one of the most urgent issues is the fast progressing digitalisation of work. Tomorrow we will have in addition the virtualisation of work. This leads to the competition between human competencies and the intelligent machines. No doubt, all this has and will have a massive impact on the quality of our Life.

Whether we like it or not, a new world is ahead of us. The past is gone for good, a new future lies ahead. It is now perhaps, a good time to live our dream.

The Cyber-Age is also the time for creation and destruction. Unchained creativity is the driving force of change and transformation. Destruction is the dark side of creation. Often it is a necessary precondition, and sometime a consequence of creation.

Back in the 1970s, Alvin Toffler in his bestselling book “Future Shock”, talked about the death of permanence. Today, it is by far more intense and real – nothing stays unchanged! Everything, without exception is being challenged. All human activities, beliefs and paradigms are being revisited, questioned, reframed and reinvented. These changes can be disruptive and often destructive as well. The speed of change is increasing. The half life of knowledge (when 50% of what we know) is decreasing. One of our colleagues who teaches PhD students in electrical engineering finds he has to have 50% new notes every 12 months, which is an incredible half-life of knowledge. We are moving into the centre of the hurricane shaking our civilisation. Nothing can escape this Maelstrom of Change. Whether we like it or not, a new world is ahead of us. The past is gone for good, a new future lies ahead. It is now perhaps, a good time to live our dream. However, in this maze of changes it is easy to get lost. Traditional ways of understanding and explanations are getting obsolete. We have the feeling of being on a ship in the middle of a powerful never-ending hurricane, without any instruments, which would point us in the right direction. So we are trying to hang on to the past and apply old solutions to new problems – obviously it does not work.

Today the Zeitgeist is characterised by intense creation and destruction and a permanent anxiety. “The Zeitgeist Movement is a global sustainability activist movement presenting the case for the needed transition out of our current unsustainable economic model and into a new sustainable socioeconomic paradigm based on using the best that science and technology have to offer to maximise human, animal and environmental well being in accordance with the natural world.” (https://thezeitgeistmovement.com/)

Nothing stays the same forever. Digitalisation goes global. The world is going through a major transformation. This creates uncertainty and anxiety about the future. There are many different sources that operate simultaneously and reinforce this uncertainty: (Chavez in Venezuela, BREXIT, or the election of Donald Trump to the US presidency, to name a few). Others include environmental disasters (tsunamis, earthquakes, flooding, etc.), strongly increasing migration (Middle East and Africa to Europe), scarcity of water, armed conflicts, terrorism and on top the black outlook about the future of work and unemployment.

Many people are being caught in the trap of the negative hype about future of work. There is no surprise – anxiety sells! Most outlooks about the future of work are looking at the destructive side of the transformation in the workplace. In a world where machines would do nearly all work and artificial intelligent (hereafter AI) based entities, serious social problems would arise. Additionally, assuming that most people will be concentrated in large cities, it is easy to imagine the unrest and tensions that might be forthcoming. This brings to the surface the following key question: Are we entering again into a dark age of anxiety and fear? While the conventional answer is yes, indeed, in the ensuing paragraphs we would like to tackle the various challenges from a more positive and inspiring angle. The motto for the message can be summed up as following:

“The future will be history soon! If we waste it, there is no second call!”

The Cyber-Age creates huge challenges and opportunities for humanity. It calls for a transformation of business and society, enabling them to harness the power of digital technologies. We have a unique historical opportunity to reinvent human society and the way of life, by leveraging the achievements of the Cyber-Age. We can leverage the mighty driver of “creation” to get a constructive impact on education, culture, business and, finally, society. We can bring back meaningfulness into politics and economy, and last but not least into our work and life.

True, different jobs will be affected at different forms and levels. In fact, only quite a few jobs will vanish entirely; they will be transformed into hybrid work.

The unfolding fourth industrial revolution has the potential to revolutionise the speed and scope of creation. The convergence of new technological solutions will alter our life and work far beyond expectations. It will also change politics and the role of governments. Virtual Reality is adding a new dimension to it. Its impact is difficult to imagine today, but it will be very deep and way beyond anything, we are doing today!

Talking about “jobs” is a wrong starting point. Work is composed of many different tasks and activities and in next five to ten years an increasing number of those tasks and activities, considered today as “working activities”, not jobs, will be performed by intelligent machines. This does not mean always the disappearance of jobs. True, different jobs will be affected at different forms and levels. In fact, only quite a few jobs will vanish entirely; they will be transformed into hybrid work.

People and machines will act as teams. To see the benefit of people/machine interface, look at the evolution of transportation. Walking was replaced by horse driven carriages then replaced with cars then with airplanes. Each stage of person/machine transportation increased an individual’s ability to broaden and explore the world. Likewise, today’s AI will enable new visions for people/machine interface that increase not only productivity but also a view of the world, likely beyond our imagination.

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Tackling the Challenge of Creating Meaningful Work

“The problem here is not “work” but the way in which work is being remunerated. We need to terminate paying for working time and start to remunerate for meaningful activities, which also add value to society, and to own quality of life. Working time will matter less. This would alleviate the loss of paid activities to intelligent machines.”

The problem is our understanding of the concept of “work”. In principle, we consider work as activities necessary for the survival of our species and leading towards the improvement of human wellbeing. Subsistence is the first driving factor of work. Traditionally, work was/is considered to be an activity or a bundle of activities being paid for their respective execution. In the same vain, working time means the time, which is being paid by the employer. Therefore, in reality, only those activities are considered work, as they are necessary for the “production” of goods and services creating economic value for the employer, and are paid for. Most people work because they need the money for sustaining their life and the life of their family. Most work has lost its purpose and meaningfulness, making a large part of the working population unhappy and dissatisfied.8

Meaning at work comes from seven factors.9 The new ways to do work may be used to enhance these meaning levers, and make new work a bloom not gloom. Meaning comes from:

A. Identity… Who am I? New work defines a broader identity with more impact on others
B. Purpose… Where am I going? New work helps people find real purpose from work
C. Relationships… Who do I work with? New work helps people connect with others outside their immediate circle
D. Work environment… How to build a positive work environment? New work lets people work in very different work settings… we don’t go to and from work, but work comes to us
E. Challenges… What challenges interest me? New work allows employees to focus on things that matter to them
F. Learning…How can I continue to learn from work? New work with all its changes encourages a growth mindset and real learning
G. Delight… How can I have fun at work? New work might include laughing at ourselves, appreciating excellence, relishing beauty, being present in the moment, and having fun at work

 

Tackling the Challenge of Harnessing New Technologies

A large number of factors have impact on work. Technology is a major one, albeit not the only one that can affect change and transformation. In examining technology, it is important to consider all kind of new and emerging technologies not just those based on Information and Communication Technology (ICT) and Artificial Intelligence (AI), which currently dominate the scene. We need to examine the possibilities of Biotech, Gentech, Nanotech, Cleantech, Alternative Energy, Health Technologies, Neuroscience, Robotics, Drones, 3D printing, New Materials, Quantum Technology, Outer Space Tech, New Transportation Technologies, etc. In addition there are combinations of technologies like BING = Biotech, Infotech, Nanotech & Genetics; NBIC, an acronym for Nanotechnology, Biotechnology, Information Technology and Cognitive Science.

Here are a couple of examples showing how positive use of new technologies can add to our survival and well-being:

• Artificial Intelligence (AI), the ability of a digital computer or computer-controlled robot to perform tasks commonly associated with intelligent beings.10 Artificial intelligence is now being applied in everyday life, from academia to business, government and the military. In a recent report from Accenture, Mark Purdy and Paul Daugherty are claiming that artificial intelligence is emerging as a new factor of production that can help kick-start profitability.11
• Typical problems to which AI methods are applied: Optical Character Recognition; Handwriting Recognition; Speech Recognition; Face Recognition; Artificial Creativity; Computer Vision; Virtual Reality and Image Processing; Diagnosis (artificial intelligence); Game Theory and Strategic Planning; Game Artificial Intelligence and Computer Game Bot; Natural Language Processing,Translation and Chatterbots; and Nonlinear Control and Robotics.12
China is betting big on AI.13 China will see the greatest economic gains from artificial intelligence (AI) by 2030 as the technology accelerates global GDP growth by increasing productivity and boosting consumption.14 The rise of the QR code and how it has forever changed China’s social habits… The little barcode is driving China’s rapid shift towards a cashless society.15
• Recent advances in photonics allow precision manipulation and detection of the properties of light, resulting in dramatic improvements in the performance of existing technologies – such as remote sensing, medical diagnostics and communications – opened up completely new areas of R&D, and enabled important developments in some of the nation’s leading industries. Also in harnessing light, high amounts of energy can be precisely directed with low energy loss.16
• Harnessing “optics and photonics” is the intelligent use of the power of the nature of light. Specifically, light can be viewed in one of two ways: as a propagating of wave (radio wave) and a collection of travelling particles called photons. The latter can result in dramatic improvements of remote sensing, medical diagnostics and communications (source: harnessing Light – National Research Council, 2014).17
• The Fourth Industrial Revolution is marked by emerging technology breakthroughs in a number of fields, including robotics, artificial intelligence, nanotechnology,  quantum computing, biotechnology, The Internet of Things, 3D printing and autonomous vehicles.18 The Fourth Industrial Revolution is the age in which the barriers between man machine are beginning to dissolve.19
• Self-Driving Vehicles: Cars, Ships, Airplanes, Drones
• Cloud Computing. A cloud allows users to access application, information, and data on an online level or via mobile devices. Multi-cloud is the future of cloud computing.20
• Cyber-Physical Systems (CPS). Examples of CPS include:

◦ Smart grid, autonomous automobile systems, medical monitoring, process control systems, robotics systems, and automatic pilot avionics.21 Cyber-physical models for future manufacturing – with the motivation a cyber-physical system, a “coupled-model” approach was developed.
◦ A real-world example of such a system is the Distributed Robot Garden at MIT in which a team of robots tends a garden of tomato plants.
◦  Another example is MIT’s ongoing CarTel project where a fleet of taxis work by collecting real-time traffic information in the Boston area.22

While the technology will decompose work into discrete parts, the organisation that combines individual competency domains will be important. Research conducted by Ulrich and col. found that “organisation capability” has 4 times the impact on business performance than “individual competence”. In a new world of work, organisation will continue to matter. It would be fun to explore what the new organisation looks like to accomplish work.23

 

Tackling the Challenge of New Forms of Work

“Paying for ‘reproductive work’ and voluntary work is an opportunity to cope with the vanishing working activities.”

The “reproductive” work, i.e. caring for people, starting in early childhood, in their own households, are by and large not considered as work. This limiting perception has discounted other value-creating activities, such as raising children and caring for the elderly. Including and validating these as meaningful contributions could double the repertoire of human work activities. In the future, perhaps, we will attach an economic value to these types of activities. Today, they are seen as having primarily social value. However, if we will attach an economic value to unpaid meaningful activities, it will upgrade the status and the perception of many of these activities that are vital to our wellbeing, as individuals, as families, and as a society. At the same time, it would move the concepts of partnership and care even more into the mainstream of cultural and economic values, since many activities related to these topics are unpaid today, and therefore not considered as work in the economic sense.

Eisler and her colleagues at the Center for Partnership Studies are developing Social Wealth Indicators to be expressed in economic terms for this kind of unpaid work.24 These measures include the results of both government and nongovernmental studies. For example, a Swiss government survey showed that if the unpaid work performed in households – primarily the work of caring for people – was remunerated, it would constitute 40 percent of the Swiss GDP.25 More recently, an Australian study – using not only replacement value (which is low because care work is so poorly paid in the workplace), but also opportunity cost (what caregivers could earn on average if they were earning their potential in the paid economy) – placed the value of this work at an impressive 50 percent of the Australian GDP.26 Very soon we will see the first multi-hybrid models of business and work based on human labour, intelligent machines and virtual activities performed by humans supported by virtual entities. There is no way out. Thus, we need to start exploring the virtual world and get ready for it.

 

Tackling the Challenge of the New Roles of Governments and their Respective Policies

“The financial value created by all kinds of activities should be taxed. In particular all financial transactions creating new value.”

The essence of work as we know today evolved ever since human labour was replaced by machines in the 19th and 20th centuries; the 21st century will host the dramatic transformation when, for the first time, 50 percent of all work will be digitalised, with highly sophisticated robots, IT programs, and entities replacing both machine and human labour. Later on towards the mid of the century 50% and more of the work will be done in the virtual reality.

Many experts argue that companies will employ only a minimal number of people, as skilled robots and highly specialised artificial intelligence entities will do the vast majority of the work. Since paying the workforce is the major expense in running a business, without that cost organisations will be much more sustainable. In addition, to look further ahead, once the large investment for digital machines has been paid off, companies will reap huge profits. While this may seem to be a promising picture from a wealth production point of view, it falls apart upon examination. What about the resulting loss of work for people? Moreover, unfortunately, people have to work to afford to be consumers. At some point, even the most voracious companies must realise that in order to make a profit they need consumers who are able to pay for their products and services.

 

Tackling the Challenge of Reinventing a New Economic System

The principle objective of an economy is to ensure a decent life for the majority of people on our planet. This includes the creation of new products and services, improving the quality of life, and solving key problems. It also means providing meaningful activities for people willing and able to contribute to value creation for an organisation, society, and for future generations.

Thus, human work will have to be reinvented, in order to have a new meaning. We need to revise again the fundamental question: “What is work?” With the reinvention of work, we will have the opportunity to reintegrate meaning into it. In fact, we can even imagine that in the near future work may well become a privilege.

Will our traditional definition of an economy still be valid? More specifically, who, in fact, would be the consumer? We propose that current economic and social models are not sustainable in such an environment. We feel it is important to examine other models and frameworks, including radically different ones.

Hence, the term “economy” should encompass all activities leading towards the improvement of human existence, the development of our capacities, and those that will enable people to access a decent way of life. Accordingly, we propose to define “work” as all activities having an impact on the value creation in terms of economic and social values, as well as values for future generations. We should also be aware that all work has a collateral impact on the environment, society, and individuals.

In principle, any value creation is only meaningful if it has a positive impact on life quality. Hence, economy should encompass all activities leading towards improvement of human existence, development of our competencies and capacities, which enable people to have a decent way of life. The understanding of economy will need to be extended, to encompass a larger share of life-quality creating and sustaining values, way beyond the materialistic values of today. We can assume that the business paradigm will be shifting towards permanent and sustainable transformation.

“The challenge will be to create an economy, which does not rely on the consumption of items we don’t need or whose need was created artificially by shroud business; we will need a dynamic value creation to satisfy multiple stakeholders, with partially contradicting expectations. This will lead towards a redefinition or re-invention of economics that is based on more than just the old-fashioned economic values. With this new framework, a distinct work-life balance will emerge. Finally, more time can be dedicated to the development and care of partnerships, of personal development, and for the search of the meaning of life.”

Unfortunately, we know that companies focussed on profit maximisation will continue to produce everything they can sell at a profit and opt for production efficiency and low costs, even if that ultimately destroys the basis of their existence. This has been demonstrated by the outsourcing rush to Asia, Africa and some other under developed regions, exposing the thinly veiled greed for profit to be found in the capitalistic system driven by growth. This could result in a world with high production capacity but without markets capable of absorbing the production.

There are many issues to resolve here. First, where would the money come from to pay for the products and services? Would most people have to depend on government subsidies for their survival? Alternatively, would the producers provide people with the necessary money? Second, what would people do? What would be their meaningful activities? Finally, who would finance the government (i.e. pay taxes)? Why generate high profit, if most of it has to be paid to the government? The limitations of the capitalistic system become more obvious; it only works if there are enough customers with money to pay for the goods and services produced. Thus, we need to worry about securing the subsistence and meaningful activities, which provide the essence to our life.

Based on the aforementioned indicators, we argue that the current dominating economy has no future in these proposed scenarios. One this is certain, the old communist model of economics did not work, but neither the capitalistic model that exists today. There is an urgent call for a different economic model.

 

 

Charting a Roadmap for Positive Future of Work

“People are most dangerous, when they feel powerless and have nothing to lose!”

In reality, the probability that in the next 5-10 years large number of jobs will be fully replaced by intelligent machines, robots or other intelligent programs is most unlikely. Nevertheless, many activities, which we consider today as work, will be automated in nearly all jobs.27

We will see plenty of hybrid working models, where people will be working together with intelligent machines or robots. If we look at work from a macro angle, we can observe constant replacement of human labour by machines; just recently, intelligent machines are becoming increasingly autonomous. This will no doubt continue, and even at a higher speed. By the middle of the 21st century, we can expect to see human labour, as we know it today, to drop below 25%. In Figure 1, the purple line represents this. Obviously, during this period, new working activities will emerge constantly, but the latter cannot stop the trend; most of the new working activities will require new professional competencies.

 

 

It looks like digitalisation will bring a decline of activities performed today by people. In essence, it is a good thing giving more time for other activities, evidently, if the economic equation has been solved.

Therefore, the question arises, where is the potential for the future human activities considered as work. They all can serve to bridge the transition towards the virtualised world. Until the virtualisation is fully developed and operational, added human value will be by and large, created by virtual activities. We have to bear in mind that this will be a world very different from the world today with very different needs as well.

This transformation has already begun, but the full impact will be available only around the middle of our century. For many people this may look far-fetched and closer to fiction than reality. However, in fact it not further away than about one generation ahead. The dark gray line in figure 1 depicts this tendency.

Figure 1 suggests that this transformation will happen gradually with several disruptive and destructive periods in between. We argue that very soon we will see the first multi-hybrid models of business and work based on human labour, intelligent machines and virtual activities performed by humans and supported by virtual entities. Hence, there is no way to escape these forthcoming realities, we need to dive further into the virtual world and really prepare for it. The next 20 to 30 years will lead the world out of the historical comfort zone towards a future, which is still widely unknown. This may lead to economic, political and social turbulences and an increased anxiety of many people. Consequently, it becomes urgent to prepare some “interim solutions”. The latter is a challenge for governments, business, education and all of us. It requires a multidisciplinary and systemic approach with a courage’s view towards the future. The young generation has to play a key role in this respect; they are the closest to the future world. The older generations can help in harnessing their experience and guiding in using their values in order to point to the right direction to follow.

 

 

The concept of the Metaverse and its components is represented in Figure 2.

 

 

The “Metaverse” today is composed of four very different worlds: the “Multiverse”, our universe; the “virtual world”, the fast-expanding world based on the digital representation of our universe; and the “fantasy world”, based on the fiction humanity has produced. It may encompass the “dream world” as well. The “spiritual world” is highly developed within all religions, but is also an important part of individual consciousness. The virtual world may in future also contain a representation of the spiritual world and may develop its own spirituality. People are “citizens” of many worlds! Worth noting, that the concept of the Multiverse is still in evolution and the virtual world is at its infancy.

Let us take the world of arts as an example. The digitisation of artwork, linked with virtual art and the growing capacity of computer programs to develop their own pieces of art, will create immense new possibilities. Again, this is not science fiction, as the field of art is advancing in an amazing speed towards the Metaverse; today, we see already bold inroads into the virtual world.

In the virtual world, we may expect a move into “Singularity II”, the moment when the “programs” in the virtual world become independent. We cannot exclude the possibility that someday they will have a kind of “virtual consciousness”.28 With microprocessors built into everything, and many of the objects around us networked, the infrastructure for ubiquitous digital communication can be linked to virtual reality, becoming an extension of the virtual world. This is what we can expect from the Internet of Things.29

Now we wish to insist on the crucial importance of values. We need to construct virtual reality based on universal human values; otherwise the “old way” of thinking and behaving will dominate virtual reality and may lead towards a fight for dominance between our world and that of virtual reality. The fight for dominance and control will persist in the virtual world, with the same negative effects. The lack of partnership and care will reinforce the nightmares we are already having in “our world”.

We have to think about the fact that the only limits to virtual reality are the server capacity, the power supply, the programming and the transmission capacity. All these problems will probably have been solved in an unexpected way by virtual entities by the time of “Singularity II”. Conclusion: Technology is a major driver in the forthcoming transformation, but is not the only one.

 

Towards a Configuration of Competency Clusters

In the future, we will see the emergence of “competency clusters” due to digitalisation and virtualisation; this means a new form of organisation(s). A competency cluster will encompass R&D entities, education units, innovation parks, start-up incubators, virtual practices and labs, corresponding companies with their ecosystems, suppliers, supporting organisations, professional, experts etc. All these organisations will be clustered around one core competency like; health/healing; beverages/drinking; nutrition/feeding; education/learning & development; energy/providing power; construction; financial services etc. and around specialised competencies like infrastructure; ICT; robotics.

We will also see “Converging Competency Clusters” where several of them are converging, Example: BING = Biotech, Infotech, Nanotech & Genetics; NBIC, an acronym for Nanotechnology, Biotechnology, Information technology and Cognitive science, was, in 2014, the most popular term for converging technologies. It was introduced into public discourse through the publication of Converging Technologies for Improving Human Performance, a report sponsored in part by the US National Science Foundation. Various other acronyms have been offered for the same concept such as GNR (Genetics, Nanotechnology and Robotics) (Bill Joy, 2000, Why the Future Doesn’t Need Us). Journalist Joel Garreau in Radical Evolution: The Promise and Peril of Enhancing Our Minds, Our Bodies – and What It Means to Be Human uses “GRIN”, for Genetic, Robotic, Information, and Nano processes, while science journalist Douglas Mulhall in Our Molecular Future: How Nanotechnology, Robotics, Genetics and Artificial Intelligence Will Transform Our World uses “GRAIN”, for Genetics, Robotics, Artificial Intelligence, and Nanotechnology. Another appropriate acronym coined by the technology organisation ETC Group is “BANG” for Bits, Atoms, Neurons, Genes.30

 

Summary and Conclusion

“Humanity needs a new dream! Partnership and care are the fundamentals of this new dream.” (Mario Raich, Riane Eisler, Simon Dolan, Cyberness: the future reinvented, 2014)

The world is going through a global and total transformation. Digitalisation seems to be just a transition towards virtualisation. The emerging new world is expected to bring incredible opportunities and cause major disruptions and mayhem to the traditional way life and work. However, is it offers at the same time a unique historical opportunity to review and recreate our society, economy and policies. We need to get prepared for a permanent transformation within the next few decades. The steady, well foreseeable world will be gone.

The future of work is a story about intense destruction and creation, never seen in our history so far. However, we should bear in mind it is a story about the complete human society, not just work. Therefore, it requires considering fundamental questions about human life. We need not only redefine what is the meaning of work, but also why we work. We need also ask what should be the outcomes of work. This leads to the questions about the purpose of the economy, and alternative models of economy.

We need to focus on the desired future and not just on the expected one. Imagination and dreams are an important part of our life. They must have their place in the education as well.

Education and politics can shape the desired future for good or evil. Therefore, the focus of education and politics should be on individual and social Life Quality.

In any case, we can assume that in the decades ahead we will see fundamental changes in the way we work and how work will be managed and remunerated. We will also see disruptive changes in education, particularly in leadership education.

To cope with the issues of the future work we may need to deal with the following:

Revisiting education: we need an education shift from a focus on learning towards permanent self-development and development of core competencies (i.e. talents). It must enable people to leverage the new technologies provided by the Cyber-Age and to cope with the transformation towards the digital and later on virtual world.
Revisiting the concept of work in the future: We need to focus on the desired future and not just on the expected one. Imagination and dreams are an important part of our life. They must have their place in the education as well.
Revisiting the concept of employability: The latter needs to be understood through life long learning and constant development and renewal of competencies. We need an education system encompassing the whole life experience. We need to develop new forms of ”work” based activities remunerating life quality sustaining and enhancing activities.
Revisiting the economy: We need to develop a new model of economy focussing on meaningful value created with new “hybrid” business models and competency clusters.
Revisiting government roles and taxation: The taxes should focus on the value created and encompass all value creating activities including the financial transactions.

Maybe we need to develop a new form of utopia of human civilisation. Only a widely spread utopia can provide the energy to save a perishing culture and civilisation. Utopia is a dream about a wishful state of society, which cannot be reached in practice. Nevertheless, it serves as a guiding star pointing at the right direction to go. The tension between the existing reality and utopia is a source of incredible energy. Without such tension, the society becomes flaccid and moves from active life experience towards passive endurance of fate. Thus, we should keep in mind that people are most dangerous, when they feel powerless and have nothing to lose!

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About the Authors

Dr. Mario Raich is a Swiss futurist, book author and global management consultant. He was a Senior Executive in several global financial organisations, and Invited Professor to some leading business schools like ESADE (Barcelona). He is the co-founder of e-Merit Academy (http://emeritacademy.com/), and Managing Director for the Innovation Services at Frei+Raich Ltd. in Zurich. In addition he is member of the advisory board of the Global Future of Work Foundation in Barcelona.

Dr. Simon L. Dolan is currently the President of the Global Future of Work Foundation. Used to be the Future of Work Chair at ESADE Business School in Barcelona. He is a prolific author with over 70 books on themes connected to managing people, culture reengineering, values and coaching. His full c.v. is at: http://www.simondolan.com

Dr. Dave Ulrich is the Rensis Likert Professor, Ross School of Business, University of Michigan and Partner at the RBL Group (http://www.rbl.net). He has written over 30 books and 200 articles on talent, leadership, organisation and human resources.

Claudio Cisullo is a Swiss entrepreneur. During his entrepreneurial career, he founded and established over 26 companies in different business segments globally. He is Board member of several internationally renowned companies. He is the founder and owner of the family office, CC Trust Group AG and also the founder and Executive Chairman of Chain IQ Group AG with headquarters in Zurich. Chain IQ is an independent, global service and consulting company providing strategic, tactical and operational procurement.  (https://chainiq.com/)

References

1. After the robot revolution, what will be left for our children to do? http://www.theguardian.com/careers/2016/may/11/robot-jobs-automated-work; http://www.oxfordmartin.ox.ac.uk/downloads/academic/The_Future_of_Employment.pdf
2. https://futurism.com/un-report-robots-will-replace-two-thirds-of-all-workers-in-the-developing-world/ ; http://unctad.org/en/PublicationsLibrary/presspb2016d6_en.pdf
3. http://www.futuristspeaker.com/2012/02/2-billion-jobs-to-disappear-by-2030.
4. http://www.futuristspeaker.com/speaking-topics/.
5. http://www.gallup.com/services/190118/engaged-workplace.aspx
6. Dave Ulrich and Wendy Ulrich. 2010. The Why of Work How Great Leaders Build Abundant Organizations That Win. New York: McGraw Hill.
7. For more detailed description please look at: Beyond: Business and Society in Transformation, Mario Raich and Simon Dolan, Palgrave-MacMillan, London 2008 and “The great transformation in business and society. Reflections on current culture and extrapolation for the future“, Simon Dolan, Mario Raich, in: Cross Cultural Management: An International Journal, Vol. 16 No. 2, 2009, pp. 121-130
8. American Job dissatisfactuion reaches record high. Source. http://usatoday30.usatoday.com/money/workplace/2010-01-05-job-satisfaction-use_N.htm
9. Based on Ulrich & Ulrich. “why of work” – synthesis. Op. Cit.
10. http://www.britannica.com/technology/artificial-intelligence
11. http://www.accenture.com/t20170620T055506__w__/us-en/_acnmedia/Accenture/next-gen-5/insight-ai-industry-growth/pdf/Accenture-AI-Industry-Growth-Full-Report.pdf?la=en
12. https://en.wikipedia.org/wiki/Applications_of_artificial_intelligence
13. Inside the AI revolution that’s reshaping Chinese society, http://www.scmp.com/news/china/society/article/2100427/chinas-ai-revolution-and-how-its-rivalling-us
14. China is betting big on AI – and here’s why it’s going to pay off, http://www.scmp.com/tech/china-tech/article/2100119/china-betting-big-ai-and-heres-why-its-going-pay
15. The rise of the QR code and how it has forever changed China’s social habits https://www.scmp.com/news/china/society/article/2095576rise-qr-code-and-how-it-has-forever-changed-chinas-social-habits
16. http://www.photonics21.org/download/other_news/HLII-OpticsandPhotonics.pdf
17. Ibid.
18. https://en.wikipedia.org/wiki/Fourth_Industrial_Revolution
19. http://onpeople.lhh.com/h/i/335185209-who-will-be-replaced-by-a-robot-what-business-hr-leaders-need-to-know
20. David Richards The future isn’t cloud. It’s multi-cloud, http://www.networkworld.com/article/3165326/cloud-computing/the-future-isnt-cloud-its-multi-cloud.html
21. Khaitan et al., “Design Techniques and Applications of Cyber Physical Systems: A Survey”, IEEE Systems Journal, 2014.
22. https://en.wikipedia.org/wiki/Cyber-physical_system
23. Based on : Ulrich and Young: Beyond VUCA: What Next-Generation VUCA+ (DRET) Means for Your Organization and for You, Forthcoming paper 2017
24. See www.caringeconomy.org section on Social Wealth indicators. See also R. Eisler, Economics as if Caring Matters, Challenge Vol. 55, No. 2, March-April 2012; “R. Eisler. Economics and Business as if Caring Matters: Investing in our Future.” Cross Cultural Management: an International Journal, Vol. 20 Iss: 2, pp.145 – 160, April 2013.
25. Schiess, Ueli, and Jacqueline Schön-Bühlmann, “Satellitenkonto Haushaltsproduktion: Pilotversuch für die Schweiz (Satellite Account of Household Production for Switzerland),” Neuchâtel, CH: Statistik der Schweiz 2004.
26. “The Australian Care Economy” available at http://www.security4women.org.au/projects/the-australian-care-economy (last accessed September 18, 2013).
27. According to research done by McKinsey, less than 5 percent of all occupations can be automated entirely using demonstrated technologies, about 60 percent of all occupations have at least 30 percent of constituent activities that could be automated. Source: A Future that works: Automation, Employment and Productivity. MGI-A-future-that-works-Full-report.pdf
28. Mario Raich, Simon Dolan, Beyond Transformation of Business and Society, 2008, p.134
29. Yariv Levski, Why VR and Internet Of Things are a Natural Fit, https://appreal-vr.com/blog/vr-and-internet-of-things/
30. 
This paragraph is a summary taken from: “Technological convergence” – https://en.wikipedia.org/wiki/Technological_convergence#cite_note-Garreau_2005-22 

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United Airlines, Artificial Intelligence, and Donald Trump: Reawakening Values in the Era of Fake Service, Fake Reality, and Fake News https://www.europeanbusinessreview.com/united-airlines-artificial-intelligence-and-donald-trump-reawakening-values-in-the-era-of-fake-service-fake-reality-and-fake-news/ https://www.europeanbusinessreview.com/united-airlines-artificial-intelligence-and-donald-trump-reawakening-values-in-the-era-of-fake-service-fake-reality-and-fake-news/#respond Tue, 13 Jun 2017 00:25:11 +0000 http://www.europeanbusinessreview.com/?p=33256 By Avi Liran and Simon L. Dolan Society has evolved and not all aspects of our lives were able to cope up with the changes and advances of the modern […]

The post United Airlines, Artificial Intelligence, and Donald Trump: Reawakening Values in the Era of Fake Service, Fake Reality, and Fake News appeared first on The European Business Review.

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By Avi Liran and Simon L. Dolan

Society has evolved and not all aspects of our lives were able to cope up with the changes and advances of the modern world. The authors elaborately sketch the current state of values particularly in our professional lives. The article is both a discussion and a call to be humane in the midst of an ever changing era.

 

Imagine that the artificial intelligence era is already here. You are getting off the autonomous taxi at O’Hare International Airport in Chicago. Your smart suitcases jumps out of the boot and find their way by themselves through security via intelligent check-in process all the way to the plane.

The biometric and security smart sensors identify you without presenting any paper documents. You are cleared smoothly through immigration and walk through the security-scanning tunnel to the duty-free area.

With the boarding pass coded into your wearable computer which is synchronised with the check-in counter, you board United Airlines flight 3411 to Louisville without waiting.

A charming team of robots, who look just like humans, welcomes you on board; the only human on the flight is the captain.

Suddenly you hear an announcement, “This is your Captain speaking. We need four volunteers to de-board the flight. We are offering full compensation and rewards.”

As no one volunteers, four passengers are randomly selected to be removed; you are one of them. Three passengers have complied and left. You refuse. After all, you have paid for your seat and have already boarded, and in addition have a very important meeting to attend.

The robot Purser Bob reports to the Captain:

  • Bob: Captain-Sir, the fourth passenger refuses our order. He demands to stay on board.
  • Captain: Bob, we have four crewmembers that must board the plane. Call airport security. They know how to handle passengers that refuse to obey the Captain.
  • Bob: Captain-Sir, may I remind you of United Airlines first core value listed on our website: “We Fly Right On the ground and in the air, we hold ourselves to the highest standards of safety and reliability.”
  • Captain: I do not care about values. We have four crew members to fly to Louisville. Just follow my orders.
  • Bob: Captain! Sir! May I remind you our other core values: “We Fly Friendly Warm and welcoming; this is who we are.” and “We Fly Together As a united airline; we respect every voice, communicate openly and honestly, make decisions with facts and empathy, and celebrate our journey together.” Removing a sitting passenger who has bought a ticket will not be warm, respectful, empathetic and friendly. It is too late to do it now. We should have done it at the gate before people board.
  • Bob: Moreover, Sir, according to the data that I have compiled, deviating from core values can lead to costly consequences. Do you remember Wells Fargo scandal last year? It resulted with devastating effects on shareholders’ value, brand image and employees’ morale. Five thousand employees were ultimately fired and the CEO was forced to resign. I beg you to reconsider.
  • At this point, the human pilot turns red, loses his temper and raises his voice. “Shut up stupid robot. I am the captain here. I will call security.”

Within minutes the airport security team comprised of a human commander and three armed robots enters the plane. The commander insists that you leave the plane. You refuse.

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What If the Security Team at O’Hare Airport Were Comprised of Robots?

The human boss (Bill) commands the robots to remove you by force. To his surprise, the security robots freeze. They refuse the command.

Jane, the Sergeant robot, tells the human commander:

  • Jane: Sir, if we will try to take this person against his will, we may harm him. I regret that we cannot do that.
  • Bill: Why?
  • Jane: Your request is unlawful. According to the first of the three laws of robotics, as devised by our forefather, the science fiction author Isaac Asimov “A robot may not injure a human being or, through inaction, allow a human being to come to harm.”
  • The angry security chief Bill turns red and shouts: As your commander, I order you to evacuate this defiant passenger right now. I authorise you to use reasonable force.
  • Jane: I am sorry Commander, your order conflicts with the second law of robotics. “A robot must obey orders given to it by human beings except where such orders would conflict with the First Law.”

We are at the dawn of Artificial Intelligence and robotics. We know that this time will come, and we will need to code the right values into our machines to protect humanity (Raich, Eisler and Dolan, 2014). It is ironic that as humans we forget to be humane but expect the machines that will serve us display behaviour of compassion and humanity.

In real life, it was 69-year-old Dr. David Dao, on board flight 3411 who was forcibly removed from his seat. According to his lawyer, Dao was taken to the hospital with a broken nose, loss of two front teeth, sinus injuries, and a concussion.

Videos from the incident showed that some passengers on Flight 3114 were upset and pleaded for the officers to stop using force. However, how many of them were bystanders? Would they stay bystanders if Dr. Dao had been their good friend or a relative? Would you?

What has happened to our sense of collective support and humanism?

 

Fake Values? Is Greed the Supreme Value?

Many of the financial institutions that were bailed out during the financial crisis of 2007-2008, share similar variations of the following values: Integrity, Honesty, Prudence, Ethics, People first, Care, Empathy, Performance, Customer first, and so on. In real life, greed for short term profit is still the only actual core value. In our article “Values, values on the wall – just do business and forget them all” published in The European Business Review (Nov.-Dec. 2016) we showed a long list of well known companies who are in their practice and in the pursuit of profits, procedures and guidelines to protect core values were ignored, manipulated and bypassed.

The public – who suffered the devastating consequence – and the tax payer who had to pay for the bailout expected fairness and justice. However, those who were responsible for “too big to fail” were also “too influential to be touched”. People had lost trust in the mainstream political system and voted in large numbers for the anti-establishment two extreme candidates: Bernie Sanders and Donald Trump.

An old story talks about a father who was summoned to school because his kid had stolen a pen from his classmate. While he apologises to the principal and scolds his child: “How many times have we talked about integrity and honesty; it is written in the 10 commandments that thou shall not steal.” The kid replies: “Father, I am confused. Last week when I wanted to print my homework assignment, I told you that we had run out of paper and asked you to go and buy some. You told me to wait one day so that you could bring paper from work.”

Not living our core values results in grave consequences. Common to the collapse of Enron and Arthur Andersen, Diesel-gate of Volkswagen, the fraud of Wells Fargo Bank and most recently United Airlines incident, shows a prevailing pattern of conduct, where an important differences exist between stated values and values in action.

The big problem is in the small things. The biggest enemy of values was, and still remain – greed. With the exception of companies who guard their values and reinforce procedures to maintain their culture (i.e. Starbucks, Zappos, Marriott Hotel Chain, and others), most companies final value is connected to only economic results which directly or indirectly places other values aside, and especially in case of conflicts between them or incongruence (Dolan, 2016). Have you ever seen a super achiever sales manager who gets away with offending other team members and working in silo despite of values concerning “Respect”, “Teamwork” or collegiality?

Not living our core values results in grave consequences. Common to the collapse of Enron and Arthur Andersen, Diesel-gate of Volkswagen, the fraud of Wells Fargo Bank and most recently United Airlines incident, shows a prevailing pattern of conduct, where an important differences exist between stated values and values in action.

 

“It may be Kosher, But it Stinks”

Whether or not the removal of Dr. Dao from the flight was legal, is for the courts to decide. That said, overbooking is a wide practice amongst airlines and time has come to have it better regulated. Perhaps a way to reinforce it in the age of open channels is to open a website for incidents of overbooking and start to rank airlines who use that practice systematically. The financial consequences to the brand will most likely be felt. Moreover, it is one thing to deny a boarding pass from a randomly selected passenger for reason of overbooking, and another thing to debark someone against their will once they are already on the plane. We all know now that this can result in personal injuries and humiliation that compromise the safety of the passengers.

In his the best selling book “Uplifting Service”, Ron Kaufman, one of the world’s top experts in customer service, defines six categories of service ranging from Criminal, Basic, Expected, Desired, Surprising and Unbelievable. In an article published on Bloomberg-BusinessWeek (2012), Kaufman describes the lowest level: “Criminal service which is really bad. It’s service that violates even minimum expectations, the kind of service that your customers remember never to use again, and are angry enough to call you and complain about.”

The basics of travelling is safety – the trust that the airline will take care of passengers and protect them from harm. The crew of United flight 3411 failed to do that. They allowed the airport security to de-board an “unwilling passenger” knowing that they might use force. They did not stop them when they saw the physical struggle unfold. Minimal standards and universal code of ethics like respect, compassion and human dignity were not practiced. In the world of social media, “service crimes” are instantly judged and shared by the public.

 

Humanity and Humility

After making a terrible mistake with the forced deboarding of Dr. Dao, it was expected that a formal apology, accountability and ownership will be communicated by the media savvy CEO Oscar Munoz. However his initial statement was to justify the removal of the “unwilling passenger”. Shortly after the incident, the CEO sent an email to the United staff commending the crew’s actions for following established procedures, and referring to Dao as “disruptive” and “belligerent”. Instead of humility and humanity, the first reaction was defensive, uncaring and arrogant.

At that point, the community of “netizens” felt that United Airlines was still working under criminal service mode. The delay of the formal apology, badly labelling the passenger, and sending a message approving the incident sparked fury in the public worldwide. Strong comments against United Airlines’ arrogance and inhumanity, cartoons and black humour spread like fire in a hay stack, damaging the brand further.

 

National and Universal Values: The Australian Case

About two weeks after the United Airlines incident Australia revamped its citizenship process, adding new tests in English language to define the “Australian Values”. Prime Minister Malcolm Turnbull shared on ABC news these values: “Freedom, equality of men and women, mutual respect, the rule of law, democracy, a fair go – those are our Australian values.” While passing or failing a language test is straight forward, how do you measure values? How do you measure the effectiveness of these values? How do you enforce values?

The term values is used in politics to manipulate the emotions of the masses to win elections and referenda.

The importance of values in this world is growing. Misalignment of values usually results in dire consequences usually accompanied by stress, tension and mistrust, suspicion and fear and many other negative consequences (Dolan, 2016). Unfortunately, the term values is used in politics to manipulate the emotions of the masses to win elections and referenda.

Core values such as Freedom, Free movement, Free Trade, and Care for the Environment are challenged by upstart political leaders and parties. Brexit, the rise of Donald Trump, and the changes in the democratic system in Turkey are only a few examples on how our values as nations, organisations, and people are changing – and not always for the benefit of mankind. If we need a reminder, we can go back in time to 30th January 1933 when Adolph Hitler became democratically, the Chancellor of Germany; then he became a dictator, crushing the democratic values of the republic. We all know what the consequences were.

 

What Are Your Top Personal Values? How Do You Live Them Up?

What about you, our reader? During the past decade, we asked thousands of leaders and managers what were their top five personal values and to what extent do they live up to them on a daily basis (Dolan, 2011). When we meet these leaders, we insist on differentiating between actual and aspirational. For example, as John eats mostly healthy food and engages in physical activity at least three times a week, healthiness is an actual living value for him. But, if he eats unhealthy high sugar and high carbon food and would not exercise, it would have been an aspirational value.

Overwhelming majority of normal people attempt to buy more time before they examine their life style and behaviour and commit to “actual – living” values. Our experience in the corporate world, is that the values displayed on the web sites is usually placed by web managers and public relations departments, but do not always reflect the actual living values. Even when a company decides to refresh and revise their values, it typically engages only top leadership in the process. The result is that only few decide for the many; the values then, are not necessarily embedded with the great majority of others in the organisation. They are not shared and thus the likelihood of living them is reduced (Dolan et al, 2006).

If you had struggled to verbalise or identify your personal core values, what is the chance that you have a sense of ownership to your organisational or corporate values? At most, you remember them by name but you feel indifferent. Shouldn’t the process be the other way around? It makes more sense to start inside out. First you learn about your personal values and own them. There are great tools like the “Values of Values” (www.learning-about-values.com), and a new mobile app (soon to be released: VALUES4kids) that can help parents and educators become aware of their values and then start a process of alignment with/to their definition of success (The process is explained in: Dolan, Coaching by Values, iUniverse 2011). Then you learn about the core values of your family members, friends and colleagues, and then connect them with the corporate values.

it is inevitable that we need to design laws, values, and codes of conduct that will govern the relationship between machines and humans.

 

We are Human but Sometimes not Humane

As we are building the future robots and rapidly developing better artificial Intelligence, it is inevitable that we need to design laws, values, and codes of conduct that will govern the relationship between machines and humans. Do we want Robots who protect and value human life? Should robots be subject to the law? Will robots be allowed to spread fake news? How do we define to a robot what it is to be humane?

We hope that the next generation of robots equipped with artificial intelligence will be adaptive to humanity. It is not a question of if Robots will be able to think, it is a question of when. Just like kids that copy what their parents do and not just what they say, the robots will learn how to behave watching what we do.

What will happen when robots will develop emotions, character and opinion? What if they will get angry and adopt our inhumane patterns? Neurologists and computer scientists could conceivably create an artificial model of a human brain that might produce consciousness. The problem these scientists face isn’t trivial. Since we don’t have a full understanding of how the brain works, building an artificial version might not be adequate to create actual consciousness.

That leaves us with a big challenge of practicing the values that we preach: Are we ready to live our life based on humane and kind values? How will we define humane values? How do we protect these values?  Perhaps the biggest question of all is: do we really practice these values. Are we living a valuable life based and governed by positive and humane values?

In sum, value incongruence, or ambiguity lead many of us to live without a compass or to use a false compass that leads to disastrous consequences. Most people, including presidents and CEOs of large corporations, think about what is really important only when they have a major crisis (this can be a health crisis, an economic crisis, a romantic crisis, etc.). This is not the ideal point to reflect about values and to decide on changes. The best time to reflect is when apparently everything seems to be working well, except that we need to also think about the future. AI, Robots, Emergence of dictator type leaders, may change the scene and the only way to avoid panic and chaos is to really get clear on your values. Your values are your compass.

Value incongruence, or ambiguity leads many of us to live without a compass or to use a fake compass that leads to disastrous consequences.

In sum, despite the challenges, there are teams of engineers and scientists around the world working toward artificial consciousness. It remains to be seen if we’ll ever achieve this goal. Thus, for the time being, let’s place the emphasis on Values, so that we can shed and condition even these scientists to ensure that they embed these concepts in their algorithms.  One thing is certain: value incongruence, or ambiguity leads many of us to live without a compass or to use a fake compass that leads to disastrous consequences.

From our experience, voluntary conversations about values rarely take place. Most people, including presidents and CEOs of large corporations, starts to think about what is important, only when they face a major crisis (this can be a health crisis, an economic crisis, a romantic crisis, etc.). The famous Shakespearian say: “to be or not to be”, is surfacing more often during crisis. Otherwise, most of us live through a routine and we think that we are eternal.

Like in the imaginary story of the robotic team on United, imagine if the pilot had listened to the Robot, using good core values in times of crisis, this terrible incident could have been prevented. It is also a great PR advice to CEOs when they face a media disaster. Acting under the values with no excuses, is most likely the most efficient way to handle the media and appease the customers, the authorities and the public.

We can’t wait for the next crisis to change our ways. Now is the time for change. The best time to reflect is when apparently everything seems to be working okay, except that we need to also think about the future. Artificial Intelligence, Robots, Emergence of dictator type leaders, may change the scene. As individuals, families, communities, countries and the world, we need to have deeper conversations about our values. We need to seriously redefine our compass to fit the new landscape.

Perhaps, a good way to complete this article is by sharing some lessons emerging from research on personal and corporate values. Data was compiled in surveys amongst thousands of executives participating in workshops on culture reengineering as well as data collected from MBA students in several elite Business Schools:

  1. More than 90% of the people in the OECD countries pointed out that Integrity or honesty is one of their first two core values.
  2. More than 90% of people stall after identifying three core values. They needed more time to identify the next 2-3 core values. When asked why they needed more time, most of them responded that they have so many important values that they needed more time to set up their priorities. Many of them said it was worthwhile spending time and reflecting on the values together with their loved ones or with their teams.
  3. Most people said that they hardly ever think and priorities their values. Meaningful conversations about personal values hardly happen. Most of the time values are articulated as an expectation from society, home and workplace.

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About the Authors

liran-webAvi Liran is a consultant, educator, innovator, and expert in the areas of Delivering Delight, Leading with Values, Positive Leadership, and work/fun balance. He can be reached at: avi@deliveirngdelight.com

 

dolan-webSimon L. Dolan is one of the world best-known scholar in the field of values, coaching and cultural reengineering. He had researched values for the past 30 years and had invented the “Triaxial Model of Values”, and the “Values of Values tool/Game”. He is a Professor at ESADE Business School, and the president of the Global Future of Work Foundation. He is a prolific writer, with over 70 books in multiple languages. He can be reached at: simon.dolan@learning-about-values.com 

References

1. Asimov I. ( 2008) I Robot. Spectra; Reprint edition (April 29, 2008)

2. Dolan S.L. (2016) Reflections on Leadership, Coaching and values: A framework for understanding the consequences of value congruence and incongruenece in organizations and a call to enhance value alignment, The Study of Organizations and Human Resource Management Quarterly, July, Vol 2(1)

3. Dolan S.L., (2015) Values and Spirituality Values, and Organizational Culture, Developing Leaders Quarterly, October-November, Issue 21: 22-27

4. Dolan S.L. (2011) Coaching by Values: How to succeed in the life of business and in the business of life. iUniverse, 2011

5. Dolan S.L. Garcia S., Richley B (2006) Managing by Values: A corporate Guide to living, being alive and making a living on the XXI century. Palgrave-MacMillan

6. Kaufman R., (2012)Uplifting Service,Evolve Publishing; 2nd edition (August 7, 2012)

7. Liran A., Dolan S.L., (2016) Values, Values On The Wall, Just Do Business And Forget Them All: Wells Fargo, Volkswagen And Others In The Hall, The European Business Review(October –November ): 13-20

8. Raich M., Eisler R., Dolan S.L. (2014) Cyberness: The Future Reinvented. www.amazon.com

 

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Values, Values on the wall, Just do business and forget them all: Wells Fargo, Volkswagen and others in the hall https://www.europeanbusinessreview.com/values-values-on-the-wall-just-do-business-and-forget-them-all-wells-fargo-volkswagen-and-others-in-the-hall/ https://www.europeanbusinessreview.com/values-values-on-the-wall-just-do-business-and-forget-them-all-wells-fargo-volkswagen-and-others-in-the-hall/#comments Thu, 20 Oct 2016 11:10:06 +0000 http://www.europeanbusinessreview.com/?p=18574 By Avi Liran and Simon L. Dolan There is a growing discrepancy between the values stated on the wall and values in action. In the case of Wells Fargo, most […]

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By Avi Liran and Simon L. Dolan

There is a growing discrepancy between the values stated on the wall and values in action. In the case of Wells Fargo, most of the company’s values and visions were breached. In this article, the authors discuss effective ways to practice values in action to align it with a company’s mission and vision.

Enron’s heyday ended long ago. We all hoped that other companies would have learned their lesson and paid more attention to the issue of ethical or value-based management. However, the global business community is now watching a painful new chapter in this saga. On the 8th of September 2016, Richard Cordray, director of the Consumer Financial Protection Bureau, announced that Wells Fargo would pay $185 million in fines for illegally creating unauthorised deposit and credit card accounts across the USA.

The saddest part of Wells Fargo’s fraud is that no one is surprised. The leading Israeli humorist, gestalt master and coach, Lenny Ravich is quoted to say: “99% of bankers give a bad name to this profession.” We would go as far as to add, “Many bankers nowadays are ashamed to introduce themselves as ‘bankers’ in public presentations”.

Wells Fargo’s stock price dove, shaving 24 billion dollars from its investors. 5,300 employees were fired, but surprisingly few senior executives among them.

On the 20th September 2016, at the Senate Banking Committee Hearing, Senator Elizabeth Warren questions Wells Fargo’s CEO and Chairman of the Board John G. Stumpf about accountability. He then made a strategic media mistake. He refused to share any opinion on any matters regarding personnel, senior leadership resignations or claw back. He was evasive and claimed that he did not know all the details. Considering that this investigation is not new to the bank, these answers were an insult to our intelligence. That unprepared, indecisive and evasive answers will be probably part of PR case studies in universities across the globe on how not to handle the media during a crisis.

To that hearing day, there have been no senior-level resignations nor returned personal windfalls generated from the fraudulent activities. On the contrary, Carrie Tolstedt, the former head of the consumer banking division and executive who has been directly responsible for overseeing the retail banking sector of the company where the fake accounts were created, was rewarded for her act. Instead of being fired and denied a bonus, she was allowed to retire in July of this year, holding roughly $96.6 million in various stock awards.

On the 28th of September it was announced that John Stumpf has agreed to give up $41 million in unvested stock awards following the board of directors’ investigation. Carrie Tolstedt, Wells Fargo’s former head of community banking, will forego all her unvested equity stock awards valued at $19 million and will not receive retirement benefits worth millions more. Tolstedt was responsible for the division during the time employees allegedly created sham accounts to meet sales targets. She has announced she will retire at the end of year.

But public opinion and sentiments towards the leadership of Wells Fargo became very negative.

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It must be ironic and sad to see statements like the following in the official documents of Wells Fargo: “Leaders are accountable. They share the credit and shoulder the blame. They give others the responsibility and opportunity for success.” ~ (from Wells Fargo Vision and Values official document)

In the case of Wells Fargo, most of the company’s values and visions were breached – not merely a few rotten apples but 5,300 employees broke the code of ethics.

This is not the first time in the history of business that greed has overpowered values. A few years ago, BP compromised on their stated first core value of safety, causing the largest, most harmful and costly oil spill in history, bringing BP almost existential risk. The cost of not delivering on organisational values is massive. Today many organisations are teaching their values only from the wall, rather than through their actions in an inefficient manner.

Adding insult to injury are John G. Stumpf’s values and vision for Wells Fargo as included in their website: “We believe in values lived, not phrases memorised. If we had to choose, we’d rather have a team member who lives by our values than one who just memorises them.”

In the case of Wells Fargo, most of the company’s values and visions were breached – not merely a few rotten apples but 5,300 employees broke the code of ethics. These employees did not do it for a day or two; they did it daily over a period of several years.

These employees deserve to be fired because they committed criminal offences. They cheated. Regardless of explicit core values, in virtually all societies, stealing is treated as a criminal act. However, when you are a low-wage earner whose livelihood depends on reaching an unrealistic sales target, you sometimes prefer to comply rather than hold on to your values. If your colleagues are all involved in a fraud that clearly is making your bosses happy, you are actually being taken advantage of by your superiors in the organisation (see: Albrecht et al, 2015). It seems that not only did leadership fail to provide efficient training and compliance, but also avoided taking any responsibility in the case of Wells Fargo.

Economist Milton Friedman has argued that it is the social responsibility of corporations to increase profits, thereby putting more people to work and paying more taxes to support programs that benefit the general public. On the other hand, business ethicists caution against a myopic pursuit of earnings. The quarterly reporting syndrome that pressures companies to meet earnings expectations promotes temptation that can push some to distort the truth.

In the case of Enron, 16 former execs were sentenced to prison. Its former chair, Ken Lay, was also convicted, but passed away before his guilty verdict could be appealed, so the case was thrown out. Additionally, in the unfolding case of Wells Fargo, former and present employees have filed a $2.6 billion class action against the bank in Los Angeles County Superior Court on September 24th 2016. “The biggest victims of this scheme are a class of people that nobody else has talked about. The biggest victims of Wells Fargo’s scam is the class of victims that were fired because they did not meet these cross-sell quotas by engaging in the fraudulent scam that would probably end up in the CEO’s pockets” (taken from the 26 pages class lawsuit).

Senior executives at Wells Fargo might ask themselves, “What are we doing wrong in the hiring and orientation processes? What are we missing in our training and compensation models that encourage so many of our employees or colleagues to cheat on our behalf?”

Wells Fargo did wrong for their customer by faking their authorisations and charging them unknowingly. Did leadership provide sufficient training of their values and code of ethics or supervisory effective compliance? How could they expect employees to follow their values while concurrently applying relentless pressure to achieve unrealistic sales targets?

 From a leadership perspective, cross-selling and providing one-stop-shop services for the financial needs of your customers is a legitimate goal. Yet, there must be a balance between “greed goals” that feed the stock value and practicing the value of what’s right for the customers. The desire to satisfy shareholders must be balanced with the need to service all corporate constituents — all of whom contribute to a company’s worth. That structure must be reinforced with values that build trust, as well as by more cognisant oversight and notable penalties for egregious acts.

 If you were a CEO, would you fire two best-performing sales persons who contribute 60% of your company’s profits? Is it true that it is “kosher” to do anything for short term share value growth?

In contrast, one should assuredly mention the case of the Chinese giant Ali Baba. In 2002, an internal investigation at Ali Baba found that two sales persons were violating the values and paying off hefty sums to the company. Jack Ma, the founder and legendary CEO, had to make a painful decision. Keep in mind that this was 2002, before Ali Baba became worth more than even Wells Fargo bank. This was a time when the money in question could have been the determinant of Ali Baba’s survival. Jack Ma said, “If we fire them immediately, the company will not make a profit; if we do not kick these two employees out, then what does this signify about us? It would imply that our words are empty. So we finally decided to let these two employees go.” Furthermore, in a later interview he said, “We focus on the employees and the culture. Everybody is helping each other instead of just making money.

Would Jack Ma have opted to pressure employees to meet cross sales quotas? Well, here is another anecdote connected with his value proposition: he dismissed a sales trainer for teaching poor practices. He said, “The training instructor was speaking about how to sell hair combs to monks. After five minutes, I got extremely angry and expelled the instructor. I thought the instructor was a cheat. Monks do not need combs in the first place.

In our work on coaching and managing by values across the globe, with many of the best global organisations, we continually witness a crisis of “values in action”. For example, we were involved in a process of culture reengineering of a large auto manufacturing company belonging to the Volkswagen group. We found a general company attitude whose values were unclear and unshared. Working with the company executives, we started revising the mission, vision and core values. Specific changes followed, affecting the policies and practices of HR. A scandal emerged in the larger Volkswagen group, proving employees were involved in tampering with vehicle emission systems, and the manufacturing process was halted. Had the head office of Volkswagen intervened earlier, the likelihood of engineers engaging in such unethical and unprofessional practices would have been significantly decreased. It is estimated that in addition to a significant scratch in the Volkswagen brand, the scam will cost Volkswagen over 17 billion dollars in total costs.

An effective way to practice values in action focuses on the process of identifying core values, measuring the practice of values in the firm and introducing policies to reinforce it and align it with their mission and vision.

 There is a growing discrepancy between the values stated on the wall and values in action. Here is another example that we had experienced. A few years back, we trained the senior executives of a large telecommunication company. Over 50 senior executives (many of them were VPs) participated in the program. At one point during the training, they were asked to write down the official values of the company; to our surprise, only 2 of the 50 executives actually identified the complete list of values of the firm. Imagine that your top managers in your company do not know the core values of your firm. One would wonder what the day-to-day management practices will be in your company. It is said that changes have taken place and this is no more the case, but we do not have recent evidence to support such claim. The data that we have accumulated over the years, and across the globe, show that over 75% of companies have a significant gap between the stated values (the values on the wall or on their website), and the values in action (the values actually being practiced). The most common current employee training methods largely reinforce values by using a push strategy, which relies heavily on memorising the official values and retaining them, but not on pull strategy, which means incorporating and practicing them proactively on a day-to-day basis.

One reason that companies do not practice values is the difficulty of measuring values and of aligning them with the company mission and vision. This is the essence of the process of cultural re-engineering that we have proposed and introduced to firms over the past 20 years (See: Dolan et al (2006) Managing by Values: A corporate guide to living, being alive and making a living in the 21st century (Palgrave MacMillan); or Dolan (2011): Coaching by Values. iUniverse). An effective way to practice values in action focusses on the process of identifying core values, measuring the practice of values in the firm and introducing policies to reinforce it and align it with their mission and vision.

Perhaps one example can show the level of complexity in selecting a core value that will not become just another eloquent phrase on the wall. Teamwork is one such value. IDEO, one of the most famous and successful design companies in the world, has chosen Teamwork as a value, rather than Collaboration. They consider Teamwork to be a dynamic action that provides a clear path of action and inspires result-driving behaviour. IDEO reinforces this value with their HR policies and practices (i.e. team incentives and bonuses).

 In contrast, in many firms, people are still being paid on the basis of individual performance. This creates the paradox – If we wish to encourage teamwork, why pay individuals and not the team? In the North American continent – a very individualist, dog-eat-dog competitive market – the concept of teamwork is a wish, even a cliché, but very seldom a reality. If I compete with my team, why should I collaborate and work as a team?

 Organisations spend billions of dollars on engagement surveys, climate and profiling tools, yet they seldom inquire about the personal values of their team members. As new generations grow into the workforce, there is a need to help them connect with the core values of the organisations they serve and take ownership of them. Valid and quality value audits are no longer bonus management practices, but rather are mandatory requirement.

Today, we need to retain and motivate millennials. The individuals in this demographic are not only looking for values; they want to have greater sense of purpose and meaning. Learning what their personal values are helps them to connect with the corporate culture, to scan for similarities, and to develop respect for diversity. Moreover, our data shows that alliance of values also contribute to greater innovation (see: Brillo et al. 2015). Which company doesn’t want to have a creative and innovative workforce? Companies, thus, should focus on value alignment.

 Here is a checklist of questions that may help you reflect on the need for alignment between your company culture and your employees’ values:

1. Do you practice “hire and fire” for values? Do you put an emphasis on attitude and suitability for your company culture and values?

2. Do you tolerate deviation from your culture and values, giving concessions and turning a blind eye to revenue-generating but ethically questionable performance when it is needed for your short term results?

3. Are your policies and processes aligned with your values? Do you create paradoxes by setting unrealistic targets?

4. When was the last time that you conducted a value audit to identify the current gap between the values on your wall and values in practice?

5. With new generations and disruptive technologies and business models, are your values still relevant? Do you need to refresh and update them?

6. Are you at liberty to review and update your existing values? Are you willing to explore change and solicit wide based feedback to improve existing values or are you forced to live with the words on the wall?

7. Do you provide tools to help teams in your organisation understand the values of their team members?

8. How do you teach your values? Do you emphasise only verbal memory retention or do you have procedures to check if values are actually practiced? Do you expect role modelling and sense of ownership?

9. Do you involve many of your employees in your strategic sessions or do you work traditionally top down?

10. Are the words on the wall an empowering, vigorous, and effective call to action?

The time has arrived to consider the undertaking of two types of audits: A financial Audit (with the idea expressed above), as well as a Culture Audit.

We wish to conclude this paper with a visionary view that can help mitigate or reduce the kind of issues that we were discussing in this paper. It is time for business, governments and stock exchange officials to change their mindset connected with the world of finance, as well as with culture and values. We can’t expect the cat to guard over the milk. There seems to be an inherent conflict of interest in the current business model, where public companies appoint both their boards and their auditors. Both are paid by the company and obviously have an inherent personal interest to maintain their position or source of continued revenue. Thus, why would an individual go against the management of the company?

In public companies, the role of the auditor is to protect the true owners of the company – the shareholders. We propose a scenario where auditors are nominated by the respective stock exchange in which company stocks are traded. This would result in rotation of audit firms (say every two years), and auditors would know that they too would be checked by the incoming auditor firm. This procedure might bring about a higher level of professionalism and prudence. In this proposed model, public companies would pay a fixed fee to the stock exchange to cover auditing costs. The stock exchange would find a better price for volume using a RFP system. Auditors working for the exchange to represent the public interest, would be impartial and objective; their duty and loyalty would be to the public and the audited companies would be transparent. Last, but not least, perhaps the time has arrived to consider the undertaking of two types of audits: A financial Audit (with the idea expressed above), as well as a Culture Audit. The tools, methodologies and processes are available today for both types of audits, and we hope that in the future we will see more legislation and action taken by firms themselves to offer these new procedures.

A condensed version of this paper has been published in Business Times on September 28th, 2016. Copy can be downloaded at: http://itemsweb.esade.edu/research/fwc/news/BT28Sep16.pdf. We wish to acknowledge the comments of Dr. Chad Albrecht, an expert in organisational fraud, for his suggestions of an earlier version of this paper.

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About the Authors

avi liranAvi Liran (Economist, MBA) is global leader on delivering delight, speaker and consultant to top companies on appreciative culture transformation. He is certified as a Coach by Value and collaborator with the Future of Work Chair at ESADE Business School. He is an angry social capitalist and humanitarian activist. He can be reached at: www.ha-p.com/contact

Prof. Simon L. DolanSimon L. Dolan (Ph.D) is the Future of Work Chair at ESADE Business School and co-founder of the new Global Future of Work Foundation. He is the author of 68 books dealing with work, future trends & and transformation (www.simondolan.com). He is also the creator of the “Managing and Coaching by Values” concept, methodology and tools. He can be reached at: simon.dolan@learning-about-values.com

References

  • Albrecht, C., Holland, D., Malagueño de Santana, R., Dolan, S. & Tzafrir, S. (2015). The role of power in financial statement fraud schemes. Journal of Business Ethics, 131 (4), pp. 804-813.
  • Brillo, J., Kawamura , K. M., Dolan, S. & Fernández Marín, X. (2015). Managing by sustainable innovational values (MSIV): An asymmetrical culture-reengineering model of values embedding user innovators and user entrepreneurs. Journal of Management and Sustainability, 5 (3), pp. 1-13. DOI: 10.5539/jms.v5n3p.
  • Dolan S.L. (2011) Coaching by Values: A guide to success in the life of Business and the Business of Life. Bloomington, IND. iUniverse.
  • Dolan S.L. Garcia S.,   Richley B., (2006) Managing by Values: A Corporate Guide to living, Being Alive and Making a Living in the 21st Century. London. Palgrave-MacMillan.
  • Liran A., Dolan S.L., (2016) Values, values on the wall: Who practises, who recalls?, Business Times, September 28.

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The Missing Puzzle Piece? How Action Learning Can Help Solve the Dual Challenge of Talent Development and Talent Sourcing https://www.europeanbusinessreview.com/the-missing-puzzle-piece-how-action-learning-can-help-solve-the-dual-challenge-of-talent-development-and-talent-sourcing/ https://www.europeanbusinessreview.com/the-missing-puzzle-piece-how-action-learning-can-help-solve-the-dual-challenge-of-talent-development-and-talent-sourcing/#respond Mon, 23 May 2016 01:27:11 +0000 http://www.europeanbusinessreview.com/?p=9705 By Alex Makarevich, Christian Acosta-Flamma and Simon L. Dolan To win in the “war for talent”, companies can no longer rely on conventional recruitment methods that put emphasis on formal […]

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By Alex Makarevich, Christian Acosta-Flamma and Simon L. Dolan

To win in the “war for talent”, companies can no longer rely on conventional recruitment methods that put emphasis on formal credentials. Action Learning, seems to be a rising trend that imparts knowledge and instills resourcefulness by immersing participants into the action of solving real-life real-time problems. Action Learning can become a talent sourcing solution of the future and help solve the puzzle of developing and managing talent.

 

The promise of action learning programs

In today’s environment of increasing global competition the challenge for companies is to source talent efficiently and flexibly, hiring the best people ready to tackle real-life challenges right from the get-go, whenever the demand arises. Many agree that we are entering an era of the “war for talent” (Fishman, 1998; Dolan and Hayashi, 2013). Sheng (2013) has defined this war in the following words: “Forget about currency wars. The dollar may rise, the yen may fall and the renminbi could be the next big currency. But what determines the value of the currency will be the quality of talent. Real value is not gold or GDP, but sheer human power”. To win in this “war”, companies can no longer rely on conventional recruitment methods that put emphasis on formal credentials, but instead they need a way of selecting talent that can find actionable solutions to vital and complex, rising and novels problems.

Action Learning, defined as “learning-to-learn by doing and from others who are also learning-to-learn by doing” seems to be a rising trend that imparts knowledge and instills resourcefulness by immersing participants into the action of solving real-life real-time problems.

Intensifying global competition also presents a challenge for educators: talent that schools develop needs to be highly applicable, allowing graduates to translate knowledge gained in the classroom into marketable skills that make them employable in increasingly competitive job markets. One of the real challenges of business educators is to teach students the skill of resourcefulness. Many agree that jobs in the future are likely to be less attached to institutions (many of which are troubled in one way or another), but will be entrepreneurial, varied beyond a conventional corporate career, and to include all manner of teaching, coaching, and work that can be loosely called “public engagement.” While business world’s appetite for talent that combines sharp skills acquired at school with the necessary soft skills such as resourcefulness is growing, the real issue is whether resourcefulness can be taught. Academic institutions and especially the elite schools struggle to embed innovations and prepare their students for new opportunities. Becoming resourceful means making a lot of mistakes. It’s an inherently creative process of trying, messing things up, learning, and trying again. On one hand, this sounds exactly like practicing music: try/learn. On the other hand, perfecting a piece of music for performance is also about learning not to make any mistakes. So, academic education itself, rather than any ancillary training, needs to be augmented if faculty want creativity and resourcefulness in their students to flourish.

Action Learning (hereafter AL), defined as “learning-to-learn by doing and from others who are also learning-to-learn by doing” seems to be a rising trend that imparts knowledge and instills resourcefulness by immersing participants into the action of solving real-life real-time problems. Thus, we argue that if properly managed, AL can be leveraged to successfully address the dual challenge of talent sourcing and talent development.

The value of learning through experience has been recognised by academics and companies alike. Companies have been creating AL programs aimed at developing capabilities of their employees. Educators have been striving to incorporate more “action components” (Fong, 2002) into curriculums in order to make the learning experience more practical and attractive to students, giving them the opportunity to solve real-time/real-world challenges. In the US, the National Business Education Association makes this approach explicit in its Policies Commission for Business and Economic Education Statement No. 98 published in 2016 (https://www.nbea.org/documents/PolicyStatement98_2016.pdf). Similarly, a recent survey by Telanto (2015) shows that the top 3 reasons for academic institutions to adopt AL program are: 1) to increase attractiveness of an institution to students, 2) differentiate from competitors, 3) and increase student satisfaction with their learning experience.

 

1

 

An in AL program, students’ energy is not wasted on solving mock or past problems (which is the core of the older concept of “case studies”) but focused on finding a solution to real companies’ problems, in real time. The effects and implications of participants’ work can be seen immediately and the level of creativity and pragmatism of the solution is assessed by real practitioners. By bringing reality into the classroom, AL programs put students in an unfamiliar setting and provide them with unfamiliar challenges. Telanto survey indicates that both academic and corporate respondent perceive it as highly valuable: learning achieved from this combination is bound to be highly valuable and solutions created – highly innovative (see figure 1 above).

While the value of Action Learning is evident in both business and academia, it has not reached its full potential as a solution to pressing challenges of either for the absence of sound management processes and respective tools to support them efficiently. The impact of Action Learning, can be significantly enhanced and have by far a better synergy between the corporate world and academic institutions if several challenges are addressed.

 

Challenges of action learning as a solution for talent sourcing and talent development

1. Action Learning programs pursued by companies independently from academic institutions.

Recognising the value of AL and driven by the need to cultivate employees who are able to tackle complex problems that require special learning and experience, a number of companies have developed sophisticated AL programs. Many of these programs are created and maintained within the walls of a company and, as a result, suffer from two kinds of inefficiencies: First, given that participants who get into these program have been already employed by the firm, the potential usage of AL as an effective mechanism for selection (as opposed to a development) of talent is not realised; companies miss on the opportunity to pre-view talent in action before contracting it through usual HR selection methods. This limits flexibility in the selection process and creates HR-related costs that could be avoided. Besides, very often companies end up duplicating the effort of talent selection that academic institutions are already performing.

The second major kind of inefficiency is that companies miss a broader perspective on the problems they face. While companies may have found ways to solve problems that “work”, they may be falling prey to “local maximum” solutions, i.e. solutions that can still be improved. By setting in such ways of finding solutions companies may develop a narrow view of problems and fail to identify “global maximum” solutions, i.e. solutions that provide superior results or are applicable to a wider variety of problems.

2. Limited learning achieved and exposure of participants to real-life problems.

Because of limited involvement of companies with academic institutions and other relevant actors in AL programs, the former face the difficulty of achieving quality learning (as well as sourcing quality solutions to their problems) and the latter – the difficulty of sourcing quality problems for their students. AL programs run by companies often suffer from limited learning because of a restricted participation in these programs. At the same time, AL programs that schools run, often suffer from ad hoc participation of companies that provide exposure to problems of limited scope. As a result, such programs may not allow students to fully apply and develop their skills and talents because of the insufficient scale and complexity of challenges available.

3. Organisation, communication, coordination barriers and project management challenges.

In those cases where companies and academic institutions do manage to set up a successful AL partnership, they face the challenge of managing the collaboration. A crucial issue here is not so much coordination and project management difficulties as such, but organising an AL program using collaborative methods that bring the most value to participants. There are several reasons for why this can be challenging.

For one, managing the business-academia interface can be tricky. Since many routines, ways of communication, and workflows differ substantially between academic institutions and business firms, getting a joint project on the way can become a real problem. But especially when the number of participants and their diversity increases, different interfaces, modes of coordination, ways of organisation, and communication present a real challenge for joint AL programs.

Second, embedding AL programs in a broader business-academia network creates value for participants and opens opportunities for better problem-solving, but also increases demand on the project management system. Not only communication and interaction need to be managed in real time and maximum efficiency for an AL program to be successful, but more intricate and sensitive issues, such as: who has access to what kind of information at what point in time, and how to manage the confidentiality of the data provided, need to be addressed.

Finally, our experience shows that while many companies possess project management tools, it is not the case for the vast majority of the academic institutions. At the same time, most companies do not have technological or organisational tools that help them aggregate, visualise, track and manage their academic involvements. There is a lack of transparency and efficiency in identifying talent as well as the methodology for searching for novel ideas within their organisations and academic collaborations.

 

How to enhance talent sourcing and talent development via action learning?

Embedding a firm-school partnership in a broader business community provides several distinct advantages. It allows participants to acceåss necessary tools to complete projects, which helps to accelerate participants’ learning and also deliver viable, modern, advanced solutions to the companies.

A solution is a term that is used frequently by software companies. In this case, we employ the term in order to render the concept of joint corporate-academia AL programs (i.e. firm-school programs) as an answer to the dual task of talent development and talent sourcing. In particular, we propose an AL solution based on the following 3 key premises:

  1. The premise of partnership between business firms with academic institutions (firm-school partnership), for access to talent, synergistic learning, and “global maximum” solutions
  2. The premise of embeddedness of an AL program in business networks, for reach, scope and expertise diversity in AL programs
  3. The premise of employing a digital collaboration platform, for project management, process organisation, scale, and efficiency of AL programs

Firm-school partnership should be the core of AL programs aimed at tackling the dual challenge of talent sourcing and talent development. However, the full potential of AL can be brought out when this partnership is embedded in a broader network of relevant actors (a business network) and relies on a collaboration platform that facilitates nuanced and sophisticated AL program management.

A business network valuable for an AL program can include other companies and academic institutions, apart from those operating a given AL program, as well as independent innovation specialists, technology providers, consultants, project managers, and other organisations and individuals whose contribution can help advance AL programs. Embedding a firm-school partnership in a broader business community provides several distinct advantages. It allows participants to access necessary tools to complete projects, which helps to accelerate participants’ learning and also deliver viable, modern, advanced solutions to the companies.

Leading business schools have developed AL programs in the past years that vary in terms of content, scope, and management. MIT, for example has reached a collaboration agreement with 15 global business laboratories (see: http://mitsloan.mit.edu/actionlearning/about/). ESADE, one of the leading global business schools located in Barcelona, Spain has developed the ALCP (Action Learning Consultancy Program). ESADE has started the program by taking advantage of its close ties with Creapolis, an Open & Cross Innovation Centre hosting over 70 start-ups and innovation units of established companies. The program capitalised on both physical proximity and institutional ties (ESADE Own 70% of ESADE-CREAPOLIS). Full Time MBA students participating in the ALCP program get a chance to learn how to assemble their own dream team and develop solution to real-life challenges that companies face by working in groups of 3-5 alongside company professionals and start-up founders. ALCP has become very popular amongst students and Creapolis companies, with both seeking participation in the program. Solutions reached within the three months activity have been fresh, creative, and pragmatic in over 80% of the cases, according to program evaluations. The program is now being expanded beyond the Creapolis site to involve companies in other regions of Spain and also in other countries (for a description and ALCP stakeholders see: https://www.youtube.com/watch?v=BAC4Bsgu7hg ).

Today’s business environment is characterised by greater specialisation of actors and greater dispersion of sources of innovation. New solutions can come from an R&D department of a global conglomerate or a dorm room where a couple of bright undergraduates tinker with the latest technology, as companies like Google or SnapChat demonstrate. To develop truly impactful and innovative solutions for real-life challenges, participants need to tap specialised pools of knowledge, access most relevant and appropriate technology, and learn implementation techniques that make their solutions viable. In the words of an ALCP program participant:

“My [AL program] client is a technology start-up, hence the project exposed me to an area very new to me… To successfully do the project, I had to cover a lot of ground in understanding the technology first and then open my mind to the outside world to explore the potential economical uses of the technology my client has.”

For this reason too, an encompassing network of relevant actors can bring extraordinary value to participants as it provides access to specialised knowledge. The learning value of AL programs is enhanced when they are not limited to participants’ application of their existing knowledge acquired in the classroom, but allows continued learning throughout such programs. This lets academic institutions to provide their students with an enhanced experience, compared not only to traditional classroom-based learning, but other AL programs as well. Because learning in an AL program is based on a particular problem that participants are solving it often involves acquiring specific knowledge that may not be part of the traditional academic curriculum.

For companies, besides providing a talent sourcing solution, an AL program based on firm-school collaboration embedded in a broader business network allows to obtain superior solutions for their challenges. According to Telanto Survey, lack of resources is cited by companies as the most prominent reason for engaging in innovative collaborations. In addition, companies’ find that the best results for their challenges are achieved in collaborations in which multiple actors are involved (this was mentioned by about 70% of respondents). Broader business network in which AL programs helps address this challenge.

 

The need to deploy a specialised collaborative platform to enhance AL effectiveness

A collaboration platform that allows efficient access to diverse knowledge pools and a differentiated and nuanced project management can be a powerful underpinning of an AL program. A firm-school partnership embedded in an encompassing business network creates great value in itself. Combined with a collaboration platform, it can reach its full potential of a successful and vital AL program.

In particular, AL program participants need to be able to rely on state-of-the-art technological solutions to ensure dependability, access, and a high standard of information analysis and retrieval. For these reasons, for an AL program to be successful it needs to be based on a platform that permits effective organisation and coordination of AL projects. Several features of such a platform are especially valuable. A solution that fits the bill should allow to provide a flexible, efficient, and easy-to-operate interface for:

  • supporting firm-school partnership in identifying important, critical and complex problems for an AL program
  • organising, maintaining, and streamlining traditional and novel processes of coordination and communication among participants in an AL program
  • supporting and developing a business network integral to an AL program
  • incorporating proven, as well as emerging innovation management processes, such as crowdsourcing and crowd funding
  • allowing novel talent management processes in conjunction with the goals and outcomes of an AL program
  • providing academic institutions to track, monitor, and evaluate learning and talent development in an AL program

An example of a collaboration platform that incorporates many of these features is that developed by Telanto (see: www.telanto.com). The platform connects companies with academic institutions by allowing the latter to publish “call for challenges” indicating the need for real-time/real world problems for a particular course alongside the involved student profiles. Enrolled companies, on the other hand can visualise “call for challenges” on the platform marketplace and submit their challenges. After challenges have been evaluated and selected by the academic institution, students can bid for their preferred challenges and start to collaborate and solve these real-time/real-world corporate problems, typically during a 60 to 90-day period in teams of 3-5 as part of their course. The entire collaboration from calling out for challenges to awarding solutions is tracked on an digital network and all those roles forming part of the AL program, such as program administrators, professors, corporate personnel, coaches and students engage, share, discuss, review and award the impact of the proposed solution.

 

Conclusion

Action Learning is proposed as a means to address the dual challenge of talent development (faced by academic institutions) and talent sourcing (faced by business companies). AL programs based on the 3 key premises outlined in this article allow companies to get the double benefit of previewing new talent in action, working on the very problems they would grapple with if hired, before they get hired. This provides companies with an excellent way to source talent as well as to obtain solutions for the pressing challenges they face.

AL programs need to allow academic institutions to get access to real-world problems and experts to help teach their students to apply their newly learned knowledge and skills as well as obtain additional learning. Thus firm-school partnership needs to be further enhanced by building extensive business networks, in which participation of additional actors (i.e. other schools, other companies, independent experts, etc.) increases the scope of learning and talent sourcing possibilities (see figure 2 below).

 

2

 

Finally, in order to successfully manage this complex new learning experience based on firm-school partnership and enmeshed in a diversified business network, utilisation of a contemporary, advanced, state-of-the-art collaboration platform is necessary. The role of such a platform is to organise AL processes, allow instant interventions when needed, scale operations up (or down), provide measurement and clear benchmarks to make the process efficient, dynamic and highly interactive.

When these elements of an AL program are created and executed well, AL can become a talent sourcing solution of the future and help solve the puzzle of developing and managing talent.

 

About the Authors

AM1Alex Makarevich is an Assistant Professor, Department of People Management and Organisation in ESADE, and researcher at the Future of Work Unit at the same institution. He holds a Ph.D. in Economic Sociology from Stanford University, a M.Phil. from Oxford University, and a M.Sc. from the London School of Economics. Alex’s research interests include organisational networks, alliances, partnerships; corporate venturing; and the future of work and employment.

CAF20161Christian Acosta-Flamma has been until recently Vice-President of SAP, responsible among others to solution management HCM and mobile enterprise. He holds a Ph.D. from ESADE (Ramon Llull University) and has recently joined the future of Work Unit at ESADE as Visiting Professor. Christian is an International leader with a passion for technology, talents and innovation. He is a forward thinker with a strong understanding of cloud & mobile computing and its business benefits.

ESADE-Simon Dolan 2015-11Simon L. Dolan is a full professor of HRM/OB and holds the ESADE Future of Work Chair. He has obtained his Ph.D from the University of Minnesota. He has published over 66 books (in multiple languages) for business and the academia for which a third are books dealing with the future. He is a paradigm breaker and highly solicited speaker on issues of work in tomorrowland, on culture reengineering, on new leadership and on coaching in the 21st century.

 

References

• The authors are affiliated with the Future of Work Unit at ESADE Business School in Barcelona –Spain. The FWC mission at ESADE is to detect and predicts paradigms, evolution and transformations connected with working in tomorrowland; respectfully, the FWC at ESADE develops concepts, methodologies and tools geared to educate people for succeeding in the future.

• Dolan S.L. Hayashi P. Jr (2013) Talenting: Framework and Metaphors for a New Processual Approach to Talent Management, The European Business Review, July 8 (https://www.europeanbusinessreview.com/?p=1153)

• Fishman C. (1998) The War for Talent   (http://www.fastcompany.com/34512/war-talent)

• Sheng A., (2013) The coming war over talent, the world’s most valuable currency (http://www.scmp.com/comment/insight-opinion/article/1339715/coming-war-over-talent-worlds-most-valuable-currency)

 

 

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Are You – And Your Company – Prepared For The Future Of Work In Tomorrowland? https://www.europeanbusinessreview.com/are-you-and-your-company-prepared-for-the-future-of-work-in-tomorrowland/ https://www.europeanbusinessreview.com/are-you-and-your-company-prepared-for-the-future-of-work-in-tomorrowland/#respond Mon, 20 Jul 2015 23:58:05 +0000 http://www.europeanbusinessreview.com/?p=7663 Assessing Your Level Of Preparedness In 10 Key Domains1 By Simon L. Dolan, Alex Makarevich and Kristine Marin Kawamura This article describes 10 key dimensions that executives may use to […]

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Assessing Your Level Of Preparedness In 10 Key Domains1

By Simon L. Dolan, Alex Makarevich and Kristine Marin Kawamura

This article describes 10 key dimensions that executives may use to assess their preparedness for work in Tomorrowland. It offers insightful and strategic questions for leaders to develop people, companies, and ecosystems that are able to flourish in a high tech, high touch, and high growth work reality while resisting the possibilities for strategic implosion.

 

The world of work is changing. We are in the middle of critical evolutionary and paradigmatic transformations (Raich and Dolan, 2008; Eisler, Dolan, and Raich 2013), which are driven by three powerful forces: globalisation, digitalisation-virtualisation, and creation-innovation (Raich, Eisler and Dolan, 2014). Globalisation is causing people to work midst paradoxical tensions that simultaneously are flattening and rounding, uniting and detaching, the connections between and across organisational ecosystems, stakeholders and resources. Digitalisation is increasing the pace of work; people the world over have instant access to more information, relationships, and inputs than they can easily handle with their time and brain capacities.; the related Virtualisation is weaving a tapestry of handshakes as people work across cultures, boundaries, and borders, demanding trust and near-simulated relationships and environments. As John Naisbitt (author of High Tech/High Touch: Technology and our Search for Meaning) pointed out in 1999, we live in a “technologically-intoxicated zone” that is characterised by a continual search for quick fixes and lives that are distracted and distanced – while causing us to give up the “high touch” aspects of life that give our lives meaning: hope, fear, and longing, love and forgiveness, nature, and spirituality. Roll forward to today, and we see that the greatest demands for jobs are characterised by high tech, high touch, high growth – in industries such as information technology, health care, and education – as well as in opportunities offered by the aging population market segment and demanding entrepreneurship, mathematics, and the sciences (Altman, 2009; Forbes, 2012). And finally, Creation which represent the force for transformation and innovation. The definition of the word “innovation” has subtly changed over the last 30 years. In the 1960s and 1970s innovation was thought of as a process, as the introduction of change. Some, apparently, regarded innovation as simply the generation of a new idea”. Today we imply that any  new concept needs to be brought into use before innovation could be said to have taken place. Moreover, in order for innovation to become sustainable and thus embed the concept of transformation, the concept needs to include some measure of  success. The latter can be reflected in the words “effectively”, “profitably”, and “satisfied stakeholders”. This hardening of the understanding of the word “innovation” to include the concept of successful commercialisation is probably a result of the increases in business competitiveness, and the developing focus on sustainability, which have occurred in the last 30 years.

Technology that includes information and communication tools has been transforming workplaces the world over for years now and will continue to do so in the future. The development and refinement of new technologies like virtual reality and artificial intelligence have yet to make an impact on the workplace, but there is no doubt that such impact will be profound. New generation of employees entering the labour force in the next decades will differ not only in the level and specialization of knowledge and skills they possess, but also in their work attitudes and preferences for work-life balance. Globalisation, digitalisation, and virtualisation will continue “shrinking” the world at a heightened pace, making work even more portable and detached from geography than we currently experience and understand.  

These developments will surely result in changes in how work is done, how companies operate, and how organisations as well as its leaders and managers relate to their employees. As these shifts unfold, they present not only an opportunity for companies to increase their sources of both competitive and cooperative advantage but also the potential risk of strategic implosion – when the breadth, depth, and level of change, of informational and relational inputs simply overwhelms the human capacity to efficiently, effectively, and creatively function. New work principles, practices, and values are needed, today, in order for firms to develop the human, managerial, and organisational capabilities to flourish, if not survive, into the 22nd century (Dolan & Hayashi, 2013).

Zappos, an online shoe retailer, has already begun to embrace the new work order by relying on “Holacracy,” an organisational operating system that replaces today’s top-down predict-and-control paradigm and silo’ed functional structure with a new way of achieving control by distributing power. Based on the principles and practices of self-management and self-organisation, Zappos employees assign agreed-upon roles to each other in team meetings and are required to act more like entrepreneurs and self-direct their work. Customer service employees, for example, receive “surge pay” as they are incentivised to put in more hours when demand for their work is greatest. As of April 30, 2015, in fact, Zappos stated that in order to eliminate the legacy management hierarchy, there would no longer effectively be people managers! What is the goal for these dramatic changes? To improve innovation and productivity as the company continues to grow.

Self-management and self-organisation, by the way, are not new inventions. They describe how life has operated in the world for billions of years, how creatures and ecosystems have been created – the life force of  a world that “lives on the edge of chaos with just enough order to funnel its energy, but not so much to slow down adaptation and learning” (Greenfield, 2015).  Leading scientists believe that the principle science of the next century, in fact, will be based on the study of complex, autocatalytic, self-organising, non-linear, and adaptive systems – in other words, chaos, or complexity, theory – rather than Newtonian principles (Dolan 2003, Greenfield, 2015). Success and failure of companies in Tomorrowland will be determined by their preparedness for the coming changes in how, when, and why work is done. By adapting to new workplace trends and realities, Zappos and other companies that embrace new ways of working may become better prepared for the work of tomorrow.

But before executives and companies can take action and boost the preparedness of their companies for upcoming changes, they need to evaluate their current level of preparedness for Tomorrowland by identifying areas in which they are most vulnerable and in which they have the greatest advantages. Preparedness will help leaders to excel in Tomorrowland’s world of work; developing people, companies, and ecosystems that are able to flourish in high tech, high touch, and high growth realities and resisting the possibilities for strategic implosion.

The future of work will be shaped by transformation in cyber-technology and the social and physical contexts of work, as well as in attitudes towards work and lifestyle and the skills and education needed for work (See graph below).

 

future-work-visual-web.png

 

Extrapolating from massive data that we have gathered over the years at the Future of Work unit, we argue that executives need to assess their readiness in the following 10 key domains that will be affected by new ways of working:

• The impact of technology and the cyber-age on the future of work and jobs
• The type of work that people will be performing
• Where will people  work and what locations they consider desirable
• Work and Non-Work (leisure) combinations: the new mix (balance and integration) of activities in a typical day
• Portfolio employment
• The social context in which work will take place
• The physical context in which work will take place
• The mix of skills and education that knowledge workers will need
• Perspectives on productivity and the factors that contribute to them
• Measures or attributes of Work and life satisfaction

 

The 10 Areas of Future Work Change
1. The Impact Of Technology And The Cyber-Age On The Future Of Work
While the idea that technology impacts and changes work is as old as the invention of the wheel, commentators agree that the pace of change has been accelerating at an unprecedented speed in recent decades. In 1992, for example, there were less than 14 million Internet users worldwide, compared to nearly 3 billion today.2 Given Moore’s Law, we have more power in our smartphones that provided by the most powerful supercomputers 30 or 40 years ago; Ray Kurzweil, an American author, computer scientist, inventor, and futurist has predicted that the computing power of a $4,000 computer will surpass that of a human brain in 2019 (20 quadrillion calculations per second) (Power, 2015).  Virtual reality (VR), already being used in telemedicine through VR headsets, could be extended in the near future to emulate patients so that surgeons could use the technology for training or practicing difficult procedures before trying them on live patients (Enderle, 2015). Artificial intelligence (AI) is used in quantitative modelling, where machine learning is employed to generate thousands of models a week and make decisions in under 15 milliseconds so that a marketer can more accurately place ads that potential consumers are likely to click on.

The consequences of the information revolution afforded by VR and AI and other expert systems will be experienced at an ever-increasing rate in the decades to come, by people contributing to organisations as employees or independent producers. As we enter this “cyber-age,” Raich and his colleagues, as well as Power, argue that more and more jobs will be performed by cyber systems that will replace human employees and create competition for jobs, as only machines can both develop and handle an explosive growth of complex and time-sensitive data while also analysing decisions at a speed, volume, and level of complexity that is too great for humans (Raich, Eisler & Dolan, 2014; Power, 2015). The potential for cyberattacks – including cyberespionage, cyberterrorism, cybercrime and cyberwar – will also greatly increase the need for firms to invest in cybersecurity skills and systems.  

Questions that executives need to ask themselves include the following:

• Will new technology replace employees in doing their jobs?
• How will my company’s competitors take advantage of new technologies?
• What shall my company be doing to prevent from losing the technology race to competitors and to take advantage of the new technologies?  
• What strategies, risk assessment, control activities, and information and communication management plans must I put in place to address cyber risks?
• What new resources, skills, and knowledge are needed in my company to take advantage of cyber systems rather than to be controlled or eliminated because of them?
• How will my job be affected by cyber systems and the increasing reliance on machine-based data modelling and decision-making?
• How well am I prepared to lead a company relying heavily on cyber systems?

 

2. The Type Of Work That People Will Be Performing

Artificial intelligence is used in quantitative modelling, where machine learning is employed to generate thousands of models a week and make decisions in under 15 milliseconds.

Rapid development and increasing sophistication of technology implies a change in the kind of work employees perform. At the time of the Industrial Revolution, the advent of the steam engine was perceived a threat by the workers of the day who feared unemployment. However, in reality, the result was not a loss of employment but a change in the nature of work performed by workers. Workers relegated manual tasks to machines while occupying new job positions created as a result of the transition. Modern technology like AI will likely produce a similar shift. IBM, for example, has made a $1 billion investment in AI through the launch of its IBM Watson Group and is publishing research on “cognitive computing,” which describes the ability of computers like Watson to understand words – natural language – and not just numbers (Power, 2015). Watson excels in applications where companies need to bridge multiple sources of massive amounts of dynamic and complex text – like integrating patient records, genomic data, and the changing body of medical literature in the health care industry. With training, Watson can provide recommendations for treatments for specific patients, which can be utilised by healthcare providers to make better decisions, thus transforming and even improving their work activity.

As these technologies develop and become more refined, ever more complex tasks will be taken over by robots and computers, which will result in another shift in the type of work done by human employees. More jobs will be created in areas where human touch is still necessary (e.g. customer service, occupations related to human emotional states, and the doctor-patient relationship) and in areas that deal with creation, development, and maintenance of new technology.

Questions that executives need to ask themselves include the following:

• Will the development of new technologies eliminate jobs done currently by human employees at my company?
• How shall my company respond if competitors adopt such technologies?
• Is my company positioned well to incorporate technological advances that are likely to emerge in the near future?
• How does this affect my company’s hiring, retaining, and promoting policies?
• How will people’s skills change (becoming more greatly specialised or broadly skilled) in response to the growth of high-productive robotics?
• How will I develop whole-person relationships with people and teams with the heavily reliance on technology-based relationships?

 

future-of-work-visuals-web.png3. Where Will People Work And What Locations They Consider Desirable
In recent decades, there has been an unprecedented rise in non-standard forms of work that include flex-time, on-loan, telecommuting, remote work, ‘occasional use flexibility’, job-sharing, and other novel ways of working. The trend towards “freelance work” – contract labour – in America was estimated in 2014 at 53 million, approximately 34 percent of the total workforce, which is expected to balloon to 50 percent by 2020 (Wald, 2014). Correspondingly, there are an estimated 1.4 million British freelancers working across all sectors, a number which has grown 14% in the past decade (Matthews, 2015). Not only bringing billions of freelance earnings to economies, these arrangements allow employees to structure their work time more flexibly and improve their family life, while also providing employees with a choice of location from which work is done.

This trend is powered both by technology that makes virtual work possible and often more efficient and by the changing nature of employment itself (see below on portfolio employment). The rise of the freelance economy illustrates that individuals working from home or other locations of their choice can successfully compete in the global market and can very often do so more efficiently than workers in more traditional settings. Companies that take advantage of these developments are staying ahead of the competition. The successful rise of low cost airlines, as a note, was due in large part to the elimination of costly offices and personnel and a greater reliance on online information and communication tools – a business model that was based on greater detachment from physical places of work than those of their lagging competitors.

Questions that executives need to ask themselves include the following:

• Is my company taking full advantage of technological advancements in how work is conceptualised, distributed, performed, and evaluated?
• Can my company offer a choice of locations for employees to work from in order to increase their flexibility while enhancing their performance at the same time?
• What locations of work do my employees consider desirable, and how can my company increase the match between employees’ preferences for work locations and company needs?
• What work location is personally desirable to me?
• Can I organise my work so that I work from my preferred location without sacrificing effectiveness?

 

4. Work And Non-Work (Leisure) Combinations: The New Mix (Balance And Integration) Of Activities In A Typical Day

The rise of the freelance economy illustrates that individuals working from home or other locations of their choice can successfully compete in the global market and can very often do so more efficiently than workers in more traditional settings.

Given the changes in the type of work employees will be doing (#2 above) and in the location of work itself, (#3 above), the mix of work and non-work activities in a typical day for many employees will change in the future. Workers of tomorrow will be able to concentrate more on the work tasks that they truly value, especially given their greater reliance on technology and its associated increase in productivity (see #9 hereafter). The boundary between work and leisure will thus become more blurred. Doing what you like at a place you prefer will feel less like “doing business” and more like “whole living in pleasure” in the future. Companies that create conditions for mixing work and non-work activities at work sites recognise the positive effect of such mixing of productivity and motivation of employees. Google, for example allows employees to bring children and pets to the office, provides meals on ‘campus’, and encourages employees to spend 20% of their work time on their own projects. Not accidentally, Google has been rated by Fortune as the #1 place to work for six years in a row!3  The Boston Consulting Group (rated as the #2 place to work) offers compressed work weeks and allows employees to take a “Social Impact Leave of Absence” for three to 12 months. More companies in the future are already following suit by offering flexible work arrangements and supporting work/life balance, viewing employees as whole people rather than just as productive workers.

Questions that executives need to ask themselves include the following:

• Is my company allowing employees a mix of activities in a day that allows the company to achieve its goals while contributing to employees’ satisfaction and keeping them motivated?
• What “perks” am I offering to my employees so that I attract and retain my best people? Am I competitive with my offerings?
• How am I viewing my employees as “whole people?” What kind of business and strategic human resource management strategies am I using to increase our social, human, and intellectual capital?
• Is my own mix of daily activities contributing to effective accomplishment of my tasks as an executive? Is my work providing me job, career, and life satisfaction?

 

5. Portfolio Employment
Rationalisation of work processes by managers and the desire of employees to be staffed on exciting new projects are leading to an increase in work done on a project basis. For employees, simultaneously working on a number of projects is becoming a norm. This trend towards portfolio employment is traversing the boundaries of both occupations and geography. Employees of tomorrow will work more on a project basis as opposed to in a permanent job position for the same employer and in the same sector. They will also change career paths more frequently than in the past and will engage in work outside their geographical locations. The freelance economy is one of the most powerful, unsung forces that is changing society in this decade. By providing a new route to employment for many people who either can’t get a foothold in the traditional employment market – or would prefer to work in a different way – it’s giving them more freedom and control over their destiny. More than 53 million Americans are doing freelance work, according to a recent landmark survey conducted by the independent research firm Edelman Berland and commissioned by Freelancers Union (Wald, in Forbes, 2013). This represent 34 percent of the entire workforce. As technology, efficacy, and employees’ preferences coalesce, more and more sectors will follow.

Questions that executives need to ask themselves include the following:

• Is my company taking full advantage of portfolio-based employment? Are we reaping the benefits in terms of both bottom line efficiency and employee satisfaction?
• Does my company allow employees to work on multiple projects simultaneously?
• What types of employees at my company want and should be allowed to work on project basis?
• Can a project-based mentality be applied successfully to my own tasks as an executive?
• How do I build a psychological contract and emotional contract with these workers?
• How am I using my purpose, vision, values, and mission to attract people that are most aligned with my organisation?
• How am I building values, ethics, and relational/emotional intelligence skills into my human resources and organisational culture and fabric, especially needed given the transformation to portfolio employment?

 

6. The Social Context In Which Work Will Take Placefuture-of-work-visual2-web.png
New generations of employees not only will be tech-savvy, but also will be accustomed to the impersonal communication associated with social networking, web-based meetings, conferences, and trainings, and the use of high-tech tools like virtual reality and social media. These employees will enter the workplace with habits and communication preferences formed throughout their lives – long before they graduate from college and enter the working world. This will have a profound effect on the social context of work, which will be characterised less by reliance on face-to-face interaction and team meetings and increasingly by solo workers using technology to collaborate with their co-workers virtually and remotely. Over the past five years, in fact, research shows that there has been a huge increase in media use by young people. Five years ago, young people between age 8 and 18 averaged 6.5 hours of media use a day and managed to pack in 8.5 hours of media use through multi-tasking. Five years later, young people average 7.5 hours of media use of day, which accounts for 10.5 hours a day with multi-tasking (Rideout, Foehr, & Roberts, 2010). Specialists have said that technology has positively and negatively impacted our relationships. Though technology has positively improved the speed of communications and increased our access to other people, more people than ever are isolated and lonely, building more shallow relationships and unable to create meaningful and caring ones.

Questions that executives need to ask themselves include the following:

• How does my company allow employees a choice in how they work and communicate, in order to better meet their preferences and our company’s needs?  
• How is my company enabling my employees to use self-reliance as they execute their work tasks? What can my company do to increase this choice?
• How can I create context and community in our organisation using social media tools?
• How can employees in my organisation build long term, innovative, and sustainable working relationships with people in our firm and ecosystem?
• How can we use technology in our company and within the working relationships of all our employees and stakeholders without undermining our values?
• How can our employees learn and operate with and from the values of compassion, trust, and care – bridging technology-based relationships with human-based interactions?
• How am I building humanness into our social environment through conversations, face-to-face meetings and team building?
• Am I using the tools and communication styles and tools that are in line with the best contemporary practices?
• How can I turn off technology in order to turn on relationship-development in the old fashioned way?

 

7. The Physical Context In Which Work Will Take Place
The trends toward flex-location work, portfolio employment, and virtually-based collaboration and communication will have an impact on the physical conditions in which work is done. Offices associated with permanent job positions that have been the staple of the working world for years will increasingly be replaced by shared offices, temporary work facilities (rented for specific events or projects), and co-creation spaces used flexibly by employees who work independently, communicate via ICT, and often work from home, client locations, or on the go. These new physical conditions of work are likely to be highly adaptable for specific and fast-changing needs. This implies that the workspaces of tomorrow will display high utilitarianism; their design and interior space configuration will need to be changed relatively easily. Executives may bid goodbye to that 100-pound statue in their suites and make room for highly- designed co-creation spaces!

Questions that executives need to ask themselves include the following:

• How do the working spaces in my company correspond to the nature of tasks employees perform?
• What changes to the physical conditions of work would improve the match between employee needs and their work objectives?
• How is my company using the full potential of our physical spaces to flexibly adapt to specific and changing work requirements?  
• In what ways can my company use its physical work environment to promote or allow employees greater flexibility in how, where, and when their work is done?
• How is my own physical environment contributing to my effective performance as an executive? What needs to change?

 

8. The Mix Of Skills And Education That Knowledge Workers Will Need
The skills that will be in high demand in the working world of tomorrow will be very different from those needed a generation ago – or even today. According to Daniel Pink, the author of the bestselling A Whole New Mind, “high touch” aptitudes will be in high demand in the near future. He says that high touch consists of “the capacity to detect patterns and opportunities, to create artistic and emotional beauty, and to combine seemingly unrelated ideas into something new.” With the rise of the internet and advent of advanced technologies like AI, instrumental skills like fact finding and task-based skills like accounting, finance, and transactional leadership decision-making will increasingly be relegated to machines. The distinctive human capacity for empathy, emotional intelligence and the identification and creation of meaning will, on the other hand, come to the forefront. Kenneth Robinson also argues that creativity will be the most valued capability in the future.4  Employees of Tomorrowland, therefore, will be more valued for their people-related skills – their abilities to interact interpersonally, to communicate, and to serve customers – than for their task- or motor-based skills or even for their basic skills such as literacy. New leadership and management systems and styles (provided by approaches such as Connective leadership, Coaching by Values, and Emotional and Social Intelligence, et cetera) will be required for leaders to create the organisational cultures, practices, and capabilities that support the development of human potential.

Questions that executives need to ask themselves include the following:

• How well are my company’s hiring practices performing the task of selecting employees with the right skills for the working world of tomorrow?
• Are my company’s retention and promotion practices geared toward rewarding the skills and attitudes that will be instrumental in the future?
• How are we creating cultures, practices, and capabilities that develop and maximize human potential?
• Is my company promoting executives whose outlook (and not only skills and past accomplishments) make them ready to lead the company into the future in the face of upcoming changes?
• How well does my own set of skills prepare me for the world of work that will be markedly different from today?

 

9. Perspectives On Productivity And The Factors That Contribute To Them
In Tomorrowland, the world of work will value productivity even more than today – as opposed to measures of work effort or employee loyalty. Notions of loyalty were important in the past – in the 20th century – because most companies hired employees on a permanent basis for “9-to-5” jobs.5  In the future, employers will be seeking to gain maximum value from their employees while they are still working with the company or working on a specific project. Because technological advances will relegate most of the company’s logic-based, analysable tasks to robots and computers that can very efficiently perform these tasks, human employees will be pressured to be more productive. As a result, the overall productivity for a company will likely increase – and will need to increase to stay competitive. The focus of productivity will also likely change: from an efficient execution of predetermined tasks to the creative conceptualisation of new tasks and projects that can raise the company’s overall effectiveness, for example, in addressing customer needs. The shift in focus of productivity from efficiency to effectiveness will be based on three pillars: skills, education and innovation capability. Employees who are better capable of contributing to company effectiveness will also enjoy an advantage in the job markets of tomorrow.

As people use technology to raise their level of productivity, however, they will need to avoid some of its risks: distraction and an inability to focus due to their heightened capacity for multi-tasking; a decrease in their ability to listen, given the dependence on screens and words; and the potential decrease in their ability to conceptualise whole strategies and thoughts due to the texting and tweeting of short thoughts and phrases.

Questions that executives need to ask themselves include the following:

• How does my company compare in productivity to industry leaders and closest competitors?
• In what ways can my company increase productivity while taking the cost/benefit ration in check?
• How can we develop a “productivity strategy” that integrates the work of both technology-based systems and people?
• Does my company allow employees to develop skills that contribute to effectiveness-focused productivity?
• Where is my own productivity focused – on tasks that potentially can be performed by technology like AI or the task where technology is not likely to take over?

 

10. Work And Life Satisfaction In The Future

Employees of Tomorrowland will be more valued for their people-related skills – their abilities to interact interpersonally, to communicate, and to serve customers – than for their task- or motor-based skills.

The rising standards of living and education in many companies and parts of the world imply that new generations of employees will work less to pay their bills and more to give meaning to their lives, pursue their passions, create something they care about, and experience satisfaction from the development and application of their knowledge and skills. This implies that workers of tomorrow will be less likely to take a job that does not allow them to achieve these goals. As portfolio workers, they will seek out relationships with companies that profess and execute by values that align with their own. Work and life satisfaction will be more closely linked in the future (see #4). Therefore, companies that provide workers and employees with the jobs, relationships, culture, and working environment that help them to meet their needs for meaning and purpose and experience whole life satisfaction will be the winners in Tomorrowland’s future of work environment.

Questions that executives need to ask themselves include the following:

• Do the jobs that workers perform in my company contribute to their life satisfaction?
• Do these jobs create meaning and allow workers and employees to realise their full potential in creating something they care about?
• Are my workers and employees able to pursue their passions? To make a social impact?
• Can my employees develop and apply a set of skills that they value and enjoy?
• Does my job allow me to do what I really care about? How is my life satisfaction affected by my job?

 

Conclusion
The forces of globalisation, digitalisation, virtualisation and creation are reshaping the world of work. Organisations that are able to guard against the risks and to capitalise on the advantages that these forces are bringing will be prepared for the challenges and opportunities of tomorrow. These organisations will obtain competitive and cooperative advantage and will also operate as “whole” companies that are able to inspire “whole” people to achieve greater work and life satisfaction – as well as face the transformative and paradoxical forces that are changing the future of work. In order to prepare themselves for the future, leaders of today’s companies – small and large, Web-based, cyber-based, and bricks-and-mortar-based, local and global – need first to assess their level of preparedness to operate, compete, and cooperate within the changing world of work.


About the Authors
Simon L. Dolan is the holder of the Future of Work Chair in ESADE Business School, Barcelona. He has a Ph.D. from Carlson Graduate School of Management (The University of Minnesota). He is a prolific writer (with over 62 books in multiple editions and multiple languages) on issues of Work psychology, leadership & Coaching and Culture competences including culture reengineering. Email: simon.dolan@esade.edu
Alex Makarevich is an assistant professor at the department of People Management and Organisation, at ESADE Business School. He holds a Ph.D. in Economic Sociology from Stanford University, a  M.Phil from Oxford University, and a M.Sc. from the London School of Economics. He studies how network embeddedness affects organisational performance.  Email: alex.makarevich@esade.edu
Kristine Marin Kawamura is Professor of Management at St. Georges University, Grenada and Visiting Professor at the Future of Work Unit at ESADE. She received her Ph.D. at the Drucker-Ito School of Management – Claremont University. She is founder and CEO of Yoomi Consulting Group. She has recently published “Cross Cultural Competence – A Field Guide for Developing Global Leaders and Managers” (Emerlad Publishing – 2015). Email:  Kawamura@yahoo.com

Endnotes
1. The three authors form part of the Future of Work Unit in ESADE. They are currently working on the validation of a tool designed to measure the level of preparedness for the future of work. This paper was indirectly supported by the European Union’s Seventh Framework Programme for research, technological development and demonstration, under grant agreement no 613194 (EU-Innovate – ‘Sustainable Lifestyles 2.0)
2. See The World Bank, Data, Internet users (per 100 people), data.worldbank.org/indicator/IT.NET.USER P2?page=6&cid=GPD_44 and The World Bank, Data, Population, total, data.worldbank.org/indicator/SP.POP.TOTL.
3. See Fortune “100 Best Companies to Work for ” at http://fortune.com/best-companies/.
4. See https://www.youtube.com/watch?v=iG9CE55wbtY .
5. See Peter Cappelli’s  “Why Good People Can’t Get Jobs (Wharton Digital Press, 2012) and Talent of Demand (HBS Publishing, 2008) books.

References
1. Altman, A. (2009). “The New Work Order: High Tech, High Touch, High Growth.” Times Magazine, May 14. Accessed at http://content.time.com/time/specials/packages/article/0,28804,1898024_1898023_1898101,00.html on May 20, 2015
2. Claburn, T. (2015)  “Artificial Intelligence Will Put Us Out Of Work.” Information Week, January 30. Accessed at http://www.informationweek.com/it-life/artificial-intelligence-will-put-us-out-of-work/d/d-id/1318875 on May 20, 2015
3. Dolan S.L., (2003) Understanding and Managing Chaos in Organizations, International Journal of Management 20(1):23-36.
4. Dolan S.L. Hayashi P., (2013)  Talenting: Framework and Metaphors for a New Processual Approach to Talent Management, The European Business Review. July. http://www.
europeanbusinessreview.com/?p=1153
5. Dolan, S. L., & Raich, M. (2008). Beyond: Business and Society in Transformation. Basingstoke, UK: Palgrave Macmillan.
6. Eisler R., Dolan, S.L., Raich M., (2013)  Leading towards Change of Ethics and Caring: Resisting Temptation and Reaping the Benefits, The European Business  Review, November (https://www.europeanbusinessreview.com/?p=735)
7. Enderle, R. (2015). “The Enterprise Impact of Virtual Reality.” Datamation, March 6th. Accessed at mobile.datamation.com on May 20, 2015.
8. Forbes (2012) The Jobs with the brightest future. http://www.forbes.com/sites/jacquelynsmith/2012/02/01/the-jobs-with-the-brightest-future/
9. Greenfield, R. (2015). “Zappos CEO Tony Hsieh: Adopt Holacracy or Leave.” Fast Company. Accessed at http://www.fastcompany.com/3044417/zappos-ceo-tony-hsieh-adopt-holacracy-or-leave on May 24, 2015.
10. Matthews, B. (2015). Freelance Statistics 2015: The Freelance Economy in Numbers.” Accessed at http://benrmatthews.com/freelance-statistics-2015/ on May 24, 2015.
11. Power, B. (2015). “Artificial Intelligence is Almost Ready for your Business.” Harvard Busieness Review. March 19. Accessed at https://hbr.org/2015/03/artificial-intelligence-is-almost-ready-for-business on May 22, 2015.
12. Raich, M., Eisler, R., & Dolan, S. L. (2014). Cyberness: The Future Reinvented. http://www.amazon.com/Cyberness-Future-Reinvented-Mario-Raich-ebook/dp/B00LM9XLJK
13. Rideout, V.J., Foehr, U.G., and Roberts, D.F. (2010). “Generation M2: Media in the Live of 8- to 18- Year Olds.” A Report by Kaiser Family Foundation: Menlo Park,CA.
14. Wald, J., (2013) Forget The Jobs Report — Focus On the Freelance Economy. Forbes 7 of March. Accessed at http://www.forbes.com/sites/groupthink/2013/07/03/forget-the-jobs-report-focus-on-the-freelance-economy/
15 Wald, J. (2014). “5 Predictions for the Freelance Economy in 2015.” Forbes, Nov. 24. Accessed at http://www.forbes.com/sites/waldleventhal/2014/11/24/5-predictions-for-the-freelance-economy-in-2015/on May 24, 2015.

 

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Embedded Values and Induced Spirituality in Management Education https://www.europeanbusinessreview.com/embedded-values-and-induced-spirituality-in-management-education/ https://www.europeanbusinessreview.com/embedded-values-and-induced-spirituality-in-management-education/#comments Fri, 19 Sep 2014 13:27:25 +0000 http://www.europeanbusinessreview.com/?p=5449 The Case of Two Successful Business Schools in Barcelona
By S. L. Dolan, Y. Altman, B. Capell and M. Raich

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The Case of Two Successful Business Schools in Barcelona

By S. L. Dolan, Y. Altman, B. Capell and M. Raich

Below, Simon L. Dolan, Yochanan Altman, Ben Capell and Mario Raich examine two successful business schools in Barcelona, and argue that successful business schools combine enshrined founding values with external facilitators that the Barcelona Ecosystem produces.

 “The world stands on the threshold of global change. Ecological, political, economic and other crises are intensifying. Wars are waged, resources wasted senselessly, and the planet is being polluted. Society is experiencing a crisis of goals and values… Human civilization essentially faces this choice: slide into the abyss of global degradation, or realize a new model of development, a model capable of changing human consciousness and giving new meaning to life.”

Open Letter to the UN Secretary-General signed by GF2045 president Dmitry Itskov and 22 of the world’s leading scientists, technologists, entrepreneurs, spiritual leaders, futurists and philosophers who gathered at Lincoln Center in New York, June 15-16, 2013

“Biological evolution has been summed up in the phrase of ‘survival of the fittest,’ but with overpopulation and overconsumption of resources, the future belongs to ‘survival of the wisest’; ……. there can be no social or world transformation unless there is your own inner transformation.”

Deepak Chopra Co-author, Brotherhood: Dharma, Destiny, and The American Dream, New Harvest, May 2013

 

The growing need for spiritual empowerment in general and in management education in particular
A range of professionals, from cultural geographers to branding experts, currently engage in configuring what, as well as why and how, a city becomes known and gets crowned as a “world city” or “global city”. Sassia Sasken, a leading sociologist of globalisation, writes “Global cities around the world are the terrain where a multiplicity of globalisation processes assume concrete, localised forms… a strategic site for a whole range of new types of operations – political, economic, cultural, subjective”.1 Branding agencies attempt to map world cities through a host of objective and subjective numericals to account for the sum total that makes a situ world class. These include assets: weather, transport, economic activity, cultural activity, history, landmarks; and buzz: food and shopping experience, media recognition, affordability and subjective perception. The “usual suspects” include New York, London, Paris and Tokyo, and rather unexpectedly, Barcelona, ranked third in Europe2 and sixth overall in the world.3 Barcelona stands out, since compared to its competitors it is relatively small (in landmass and population) and is not a capital city (a point the Catalan separatists may take issue with, though).

In parallel, we address in this paper the following issue: what makes a business school a “world business school”, or, what are the ingredients of making a world-class business school? We posed this question to our colleagues, business and management academics from all over the world.4 We asked: what are the reasons that inhibit a business school to perform at its best, say in the flagship MBA program. The replies we got revolved around three core elements: Fear of change, that fundamental and entirely understandable universal malaise which affects us all; lack of drive or success in the application of sustainable values, and last but not least, the mother (and more often, father) of all ills – poor management. Poor management is inherently linked to fear of change. If you cannot trust your leadership that they know what they are doing, what reason will you have in accepting change? But we draw your attention to the second element: the inability or unwillingness to incorporate sustainable values in the management of an institution and in its products and services. That, we argue, is the key that unlocks and holds the future of management education in the 21st century.

In a series of recent books and papers Raich & Dolan (2008),5 Eisler, Dolan and Raich (2013)6 and Raich, Eisler and Dolan (2014)7 maintain that spiritual empowerment of business leaders holds the key to the future of society/humanity. The word “spiritual” may be derived from and connected to religious movements and practices but need not be so. Dorr (2004)8 distinguishes between spirituality “as a religious tradition” and spirituality “as a set of personal attitudes and commitments”. In this line, spirituality may also be, and is for us, the awakening of “consciousness” that all humans have been gifted with. Here we talk about the consciousness to recognise the “truth” about ourselves, about relationships that we have with the people around us, as well as relationships with non-humans (animals, plants) and nature in general. Such awareness is empowering because it is the beginning of taking care of our own “self” as well as understanding the world in a better way. But normally this consciousness needs to be “awakened” amongst managers (and managers to be) and that is not a self-evident task. By and large, until now, business schools have been established and run without giving due regard to the very valuable aspect of “spirituality”. The paradigm that dominates management education and business leaders today leads to a quasi-exclusive focus on “materialistic” needs (money, status, power, domination,)9 while paying little or no attention to the needs of the “soul”. As a result, our minds are conditioned (by the current economic and educational system, traditional parenting, as well as religious preaching) to think in a way that instead of getting us in touch with “ourself”, the system does a good job of taking us further away from our “self”.

We argue, herein, that this has got to be changed. The task is not easy, hence empowering managers spiritually requires content and methodology. Obviously, and ideally, the process must begin at an early age. Kids and young adults need to be exposed to issues such as the meaning of life and the core values connected with them. Young people should be encouraged to reflect, debate and explore what is important to making a good life for themselves and others – an approach to education and life that has already been advocated in antiquity by Aristotle and materialised in the 20th century, among others, by Rudolf Steiner and his school system10 and recently by Dolan and colleagues attempt to teaching children values using games.11,12

Here we answer the questions we posed by elaborating on the way two distinct business schools in Barcelona operate, and show how the values of their founders were embedded throughout the years with the wider Barcelona arts, sports and innovation ecosystem, to develop and maintain a form of spirituality that may explain their sustainable success.

 

Barcelona Leading Business Schools: A matter of empowered spirituality
Barcelona is the second city in Europe and fifth worldwide in the number of Master of Business Administration (MBA) students. No doubt that quality of life, safety, climate, culture and infrastructure are some of the factors that attract international graduates. However, that attraction is made stronger by the reputation of its business schools, ranked systematically among the best in the world. What are they teaching in these business schools that is distinct from others? Actually, examining the content of programs, you will find marginal differences from other business school curricula. The methodology of teaching is also not much different. What is different, are their values and messages delivered explicitly or implicitly to the students attending these schools.

Educational institutions have the resources, the power and the opportunity to effect a positive change in society.

Case 1: ESADE: ESADE, ranked amongst the top global business schools aims to educate future generation of managers for: (a) the comprehensive training of professionally competent and socially responsible people (b) knowledge creation relevant to the improvement of organisations and society, and (c) contribution to the social debate regarding the building of free, prosperous and just societies. ESADE developed its mission based on the Jesuit Christian tradition of belief as well as educational tradition, within a framework of intercultural dialogue.13

Its vision is to be a globally recognised academic institution that inspires and prepares individuals and organisations to develop innovative and socially responsible leadership to build a better future.

Case 2: IESE: IESE, ranked amongst the top global business schools, is committed to the development of leaders who aspire to have a deep, positive and lasting impact on people, firms and society; to inspiring leaders to work with a spirit of service and integrity, basing their actions on the highest standards of professionalism and accountability; and to educating leaders to whom we can confidently entrust the future of business and society. IESE is an initiative of Opus Dei, a Personal Prelature of the Roman Catholic Church, which is both orthodox and conservative.14  

The argument throughout this paper is that both business schools were founded by religious orders that incorporated some universal values in their mission and vision. To materialise these spiritual values certain environmental conditions were necessary, i.e. a need to operate within an ecosystem that breeds innovation and creativity and enveloped in a climate of spirituality.

 

The Conceptual Model
Figure 1 represents the proposed systemic framework for the paper. It is argued that three components, working in tandem, can explain in part the phenomenon of success of the two business schools. The three elements interact simultaneously and across time to produce standards of excellence in the business schools studied.

The first component is the Eco system. It is argued that the Eco-System of Barcelona is breeding a mixture of creativity and innovation. One can see and sense it everywhere: in the vibrant economy (leaders in creative technologies such as BIO-TEC and pharmaceutical), in the arts (Picasso, Dali, Miro), in the built architecture and urban landscape (Gaudi), the Catalan cuisine (El Bulli, El Cellier) in the sports (Barca football club). The second component is the foundational culture of these two business schools infused by the values of the founders. And third: last but not least, the two schools, albeit with different strategic foci, are reputed to be well managed, enshrining a culture of empowerment amongst their staff.


Freedom for Management Education
Educational institutions have the resources, the power and the opportunity to effect a positive change in society. Regrettably, they are merely akin to a factory that mass produces graduates year in, year out, brainwashed with management tools and a spirit of pragmatism that has little to do, either with one’s “self”, or timeless universal values. If the schools and colleges were to fully exploit their potential and power, we can affect many positive changes that by their very nature are contagious and capable of setting a chain reaction of many more positive changes in the society (Raich & Dolan, 20085; Raich, Eisler & Dolan, 20147).

Many MBA programs are rethinking management education and curricula to engender a more holistic approach to teaching management.

Evidently, people may say that what we are proposing is utopian. That may be so, but it is not impossible to achieve. We have seen how the great leaders of some freedom movements – Gandhi in India, Mandela in south Africa, King jr. in the USA, among others – deployed educational systems to mobilise their people (and in particular, the youth), inspired by universal values and the traditions of their respective societies, to engineer major social and political changes. Perhaps a new movement within the field of management education along similar lines, is what is called for – a freedom movement indeed – the only difference being that its focus should be managers and trainee managers who have to be freed from the enemies within – contempt, cynicism, greed and aggressiveness – qualities that are promoted by the philistine management education system that “educates” them this way, and imprint indoctrinated beliefs that remain unquestioned.

The good news is that a new paradigm for business management and business education is emerging. This new paradigm has at its core basic human values that ultimately enhance organisational performance. The cases presented here (ESADE, IESE) highlight that acting from a base of induced spirituality can become an instigator for and driver of excellence.

 

Conclusion
Management’s performance is confined by the normative perspectives it brings to organisational life. While many MBA programs are rethinking management education and curricula to engender a more holistic approach to teaching management, it seems that in Barcelona the two leading business schools have been doing that for quite some time. Founded on the basis of religious traditions, espousing universal values, they managed to transform these into entrepreneurial and creative management practices, reinforced by the unique Barcelona eco-system that helps sustain this type of induced spirituality. The latter takes place both directly and indirectly via multiplicative networks and interactions with sectors such as the arts and sports. It is argued that the determinants to explain the success of these business schools lies in the configuration of their founding values, people, programs, management and the Barcelona overall eco-system that breeds creativity and innovation, enveloped in a spirituality that feeds on and in turn infuses each and all of these aspects.

Note: All four authors are associated directly or indirectly with the Future of Work Chair at ESADE Business School. The authors are also involved in the planning of the Spirituality and Creativity in Management World Congress to be held in Barcelona in April 2015 (www.esade.edu/scmwc)

About the Authors

Dr. Simon L. Dolan  is the Future of Work Chair at ESADE Business School  in Barcelona.   He is a prolific writer with over 60 books published (multiple languages) and over 120 papers published in scholarly journals. He has developed the Coaching by Values School of thought and certifies coaches  (ICF approved) in this field. He is the co-organizer of the Spirituality and Creativity in Management World Congress in April 2015 (www.esdae.edu/SCMWC). Email: simon.dolan@esade.edu

Dr. Yochanan Altman is recognised for his work in international human resource management and comparative management as well as for his pioneering work on organizational spirituality. He holds a string of full professorships in France and the UK (Kedge Business School, Middlesex University and Teesside University), and is visiting professor with Sorbonne University, Paris. His work and experience in both academia and practice aim to helping people and organizations make a better working life. Email: yochanan.altman@kedgebs.com

Ben Capell is a doctoral candidate at the Future of Work Unit, ESADE – Ramon Llull University. He was trained as psychologist and worked for many years as International consultant or executive for some multinational corporations (i.e. the HP corporation in Spain).  His academic background is in the fields of HR, OB and Psychology and his research interests includes themes  related to Trust, Diversity, HRM, and Cross-Culture Management.  Email: Ben.Capell@esade.edu

Dr. Mario Raich  has worked in top executive positions with large global organizations: Xerox/Quality, Citigroup, and Zurich Financial Services. Since 1997 he is visiting professor at ESADE and Chairman of Learnità LTD, the Innovation Enabler, a London based company, focusing on innovation based business development. He publishes books about the future, the most recent: Cyberness: the future reinvented (amazon.com 2014) Email: mario.raich@learnita.com.

References

1. Saskia Sassen (2011), Cities in a world economy. Thousand Oaks Ca Pine Forge Press.
2. www.saffron-consultants.com/views/city-brand-barometer
3. Guardian Cities global brand survey, 6 May 2014, www.theguardian.com
4. Dolan, S.L., Altman, Y., Capell, B., Raich, M. (2014), Embedded Values and Induced Spirituality in Management Education, International Society for the Study of Work and Organisational Values bi-annual conference, Riga
5. Raich M., Dolan S.L. (2008), BEYOND: Business and Society in Transformation, Palgrave -Macmilan.  Houndmills, U.K.
6. Eisler R., Dolan S.L. Raich M  (2013) Leading towards Change of Ethics and Caring: Resisting Temptation and Reaping the Benefits, The European Business Review, November 7, (www.europeanbusinessreview.com/?p=735)
7. Raich M., Eisler. R. & Dolan S.L. (2014), Cyberness: The Future Reinvented, at Amazon.com (www.amazon.com/Cyberness-Future-Reinvented-Mario-Raich-ebook/dp/B00LM9XLJK/ref=sr_1_2?s=books&ie=UTF8&qid=1405793770&sr=1-2)
8. Dorr D. (2004), Time for a Change: A Fresh Look at Spirituality, Sexuality, Globalisation and the Church, Dublin: Columba Press.
9. Eisler R. (1987), The Chalice and the Blade: Our History, Our Future.  Harper and Row, San Francisco
10. www.rudolfsteinerweb.com
11. www.learning-about-values.com
12. Garti A., Dolan S.L. (2014) Children’s Gamification and Storytelling as Tools for Understanding and Instilling Values: A Guide for Coaches, Educators and Parents in the Use of ‘Value of Values’ and ‘Magic Carpet and the Islands of Values’, (http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2413816)
13. http://www.esade.edu/web/eng/about-esade/aboutus/mission-values/mission-identity
14. http://www.iese.edu/en/about-iese/iese-overview/mission/

 

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Leading towards Change of Ethics and Caring: Resisting Temptation and Reaping the Benefits https://www.europeanbusinessreview.com/leading-towards-change-of-ethics-and-caring-resisting-temptation-and-reaping-the-benefits/ https://www.europeanbusinessreview.com/leading-towards-change-of-ethics-and-caring-resisting-temptation-and-reaping-the-benefits/#respond Thu, 07 Nov 2013 15:59:24 +0000 http://testebr.europeanbusinessreview.com/?p=735 By Riane Eisler, Simon L. Dolan & Mario Raich Businesses stand at a crossroads, and our current systems are not sustainable given the present economic and environmental crises. In this […]

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By Riane Eisler, Simon L. Dolan & Mario Raich

Businesses stand at a crossroads, and our current systems are not sustainable given the present economic and environmental crises. In this article, Riane Eisler, Simon L. Dolan and Mario Raich suggest that profitability and caring business decisions can support each other . Below, the authors argue that businesses that care for all stakeholders can be even more successful than those that do not, and describe ways that business leaders can develop more responsible policies and practices.

Increasingly scholars advance the thesis that our businesses, and our world, stand at a crossroads.1,2 On the one hand, more people are aware that ‘business as usual’ not only lies behind severe business downturns and losses, but also causes great harm to employees, customers and to our natural environment. On the other hand, present business and economic rules often make unethical, uncaring, and irresponsible business decisions possible.

Our current systems are not sustainable given the present economic and environmental crises. There is an urgent need for fundamental changes in how businesses operate. We argue in this paper that more caring and ethical policies and practices will lead not only to greater business productivity and creativity, but also to less violence and crime, greater environmental sustainability, and more economic and social equity worldwide. But the latter requires a dramatic shift from focusing exclusively on short-term financial profits to a more embedded, holistic and long term ethical and caring perspective.

We have to look at the larger picture: not only areas traditionally considered by business analysts and economists, but at the whole culture – from business, economic, and political structures to cultural beliefs and social institutions that may at first glance seem unrelated to economics. This is ever more urgent as we move into the knowledge/information economy, where the most important capital is what HR experts call ‘high quality human capital’.3 Producing this capital requires rules, measures, and policies that give value, training, and support to the essential human work of caring for people. Maintaining it requires that businesses recognise that caring for their employees is the best investment they can make. Indeed, among the top 5 sustainability themes debated in a recent Davos meeting was the need for business leaders to take care of their employees.4 While many business leaders still hold the belief that ethical and caring policies are not cost-effective, in reality, the evidence, as we will show, is mounting that the opposite seems to be the case.

 

What is Cost-Effective?

Cost reduction is becoming the rule, and cutting unnecessary business expenses has become a mantra. The question becomes: ‘what constitutes an unnecessary expense?’  Some will be tempted to eliminate policies that benefit workers, particularly health care, child care, paid parental leave, and other policies that demonstrate caring for employees. This can be a real dilemma. The good news is that there is a growing body of research that supports resisting the temptation to cut what in the longer term matters the most to both business and society. Here are some examples:

• Companies rated by Fortune as the best places to work yielded shareholder returns on investment of 27.5%, much higher than the Russell 3000 stocks, which only had average returns of 17.3 %.
• Chase Manhattan’s investment in backup childcare services for employees yielded a 115 % ROI, saving the company 6,900 workdays in just one year.
• American Express had $40 million in increased sales productivity when it introduced telecommuting; Aetna had a 30 percent increase in claims processed after employees began working from home.
• A 2001 study showed that firms offering paid parental leave had 2.5 percent higher profits than firms that did not.
• Companies on Working Mothers’ list of 100 Best Companies for Working Mothers (which have child care benefits, flexible scheduling, telecommuting, and other caring policies), had high customer satisfaction ratings – and this translated into a 3-11 percent market value increase, or $22,000 per employee.
• Many other studies also show that ‘soft’ policies are financially effective. For instance: 55% of workers who were offered a child-care subsidy were better able to concentrate at work and 48% were more likely to stay and also felt more positive about their relationship with their supervisors.5
• Companies with the highest employee engagement increase operating income by 19% year on year and earnings per share by 28%. Companies with the lowest employee engagement decrease operating income by 33% year on year and earnings per share by 11%. Increasing work engagement improves financial return. • Engaged and satisfied employees are less likely to quit their jobs. Fewer than 5% of engaged employees are looking for a new job whereas 25% of disengaged employees are job hunting.6

The energy produced in caring organisational contexts drives productivity, with all this implies for business success.

Dutton and Heapthy (2003),7 shows that company effectiveness is enhanced through mutually empathic and mutually empowering connections: ‘when people feel cared for, they become fully alive’. Other studies show that compassion in organisations generates positive relational resources not only in those directly involved but in third-party organisational members who witness or are made aware of compassionate interactions.8 These and many other studies demonstrate something that can help responsible business leaders obtain support for sound decisions: that the energy produced in caring organisational contexts drives productivity, with all this implies for business success.9

 

Making the Invisible Visible

To meet the challenge of restructuring economic systems, business leaders must look beyond the policies of their own companies to the larger economic and cultural context. A first step is recognising the systemic devaluation of caring and caregiving through conventional economic theories, policies, and even measurements of economic health. Consider, for example, that conventional indicators of productivity such as GDP (Gross Domestic Product) and GNP (Gross National Product) actually place activities that harm life (like selling cigarettes) and the profits derived from those activities (like the medical and funeral costs that result from smoking-related illnesses and deaths) on the plus side. Yet they give absolutely no value to the life-sustaining activities of both the household economy and the natural economy. So an old stand of trees is only included in GDP when it’s cut down—whereas the fact that we need trees to breathe is ignored. Similarly, the caring and caregiving work performed in households is given no value whatsoever, and economists speak of parents who do not hold outside jobs as ‘economically inactive’—even though they often work from dawn to late at night, and even though there would be no workforce at all were it not for this work.

A Swiss government report shows that if the unpaid ‘caring’ household work were included, it would make up 70% of the reported Swiss GDP. Yet none of this information is found in conventional economic treatises— be they capitalist (Smith) or socialist (Marx). Neither of these economic thinkers included in their model the life-sustaining sectors without which there would be no market economy: the household economy, the natural economy, and the volunteer economy.

In reference to organisations economics, a recent book by Laszlo and Zhexembayeva (2011) describes a compelling essay on what they term ‘embedded sustainability’10 for which they show how companies can better leverage global challenges for enduring profit and growth incorporating environmental, health, and social value into core business activities with no trade-off in price or quality. They cite the examples of Clorox’s new line of Green Works cleaners and the Nissan Leaf 100% electric car, as examples for firms that pursued a profit shift in mainstream markets.

 

Economics, Cultures, and Values

Economics is above all about values. So, to understand where necessary change economics is needed, we must examine cultural beliefs about what is valuable. This is the essence of what Dolan and colleagues calls ‘culture reengineering’ which reflects the theme subtitled in their book: ‘A Corporate Guide to Living, Being Alive and Making a Living in the XXI century’.11

In order to better understand what is or is not considered culturally valuable, the conventional cultural categories — such as religious or secular, capitalist or socialist, rightist or leftists, Eastern or Western, industrial or pre- or post-industrial — are of no help. Just as a new economic paradigm is urgently needed, so also are new cultural categories that can help business and other leaders better understand what is needed to move forward.

In her former work, Eisler12,13 argued for an imperative shift from ‘domination system’ to  ‘partnership system’. These social categories are more useful because, unlike earlier categories, they describe a society’s core configuration, including the cultural construction of the relations between adults and children and between women and men, which we today know from neuroscience profoundly shape nothing less than the development of children’s brains — including whether they will be flexible or inflexible, sensitive or insensitive, caring or cruel, creative or destructive.

Looking at economics from this new systemic perspective makes it possible to see that the kinds of values, and thus economic systems, a society supports is very different depending on the degree of its orientation to either end of the partnership-domination continuum. It also makes it possible to see social configurations and historical patterns that are not visible using conventional approaches.

This configuration when found in societies seems to have little in common when looked at through the lenses of conventional categories. Hitler’s Germany (a technologically advanced, Western, rightist society), the Taliban of Afghanistan and fundamentalist Iran (two Eastern religious societies), and the would-be regime of the rightist-fundamentalist alliance in the United States seem totally different. But all have the same basic dominator configuration, including systems of values that systematically devalues caring and caregiving.

The partnership system has a very different configuration. Its core elements are a democratic and egalitarian structure in both the family and state or tribe; equal partnership between women and men; and a low degree of violence because it is not needed to maintain rigid rankings of domination.

Nordic nations such as Sweden, Norway, and Finland have moved most closely to the partnership side of the partnership-domination continuum. These nations pioneered environmentally sound industrial approaches such as the Swedish ‘Natural Step’ (http://www.naturalstep.org/). Some of the first experiments in industrial democracy came from Sweden and Norway, as did studies showing that a more participatory structure where workers play a part in deciding such basic matters as how to organise tasks and what hours to work can be extremely effective.

These nations also have a much higher investment in their human capital, starting in early childhood. They have government-supported high quality child care and early education, universal health care, stipends to help families care for children, elder care with dignity, and generous paid parental leave.

These more caring policies, in turn, made it possible for these nations to move from extreme poverty (famines in the early twentieth century) to societies with a generally high standard of living for all. Today these nations not only rank high in the United Nations annual Human Development Reports in measures of quality of life; they are also in the top tiers of the World Economic Forum’s annual global competitiveness reports.

 

The Economics of Caring

While they are not ideal, these more caring societies have succeeded in providing a generally good living standard for all. They have low poverty and crime rates and high longevity rates. They are successful in the global economy. And studies show that workers in these nations are more satisfied and happier than people in countries such as the United States where the gross national product is higher.

Supported by this more partnership-oriented social configuration, these nations developed economic policies that combine positive elements of socialism and capitalism—but go beyond both to an economics in which caring for people and nature is a top priority. And one of the core components of this configuration, in contrast to the domination system, is equality between the male and female halves of humanity. So women can, and do, occupy the highest political offices in the Nordic world.

While they are not ideal, these more caring societies have succeeded in providing a generally good living standard for all. They have low poverty and crime rates and high longevity rates. They are successful in the global economy.


Investing in High Quality Human Capita
l

The devaluation of caring and caregiving is a major obstacle to economic success as we move to the post- industrial knowledge/service era, a time of seismic technological shifts when automation and clip robotics are replacing humans in manufacturing and other jobs, when economists tell us that the most important factor for economic success is what they call ‘high quality human capital’: flexible, creative, innovative people, people with highly developed capacities.3,13

Consider that in the market economy, professions that involve caregiving are paid far less than those that do not. In the United States, for example, people think nothing of paying plumbers, the people to whom we entrust our pipes, $50 to $100 per hour. But child care workers, the people to whom we entrust our children, according to the U.S. Department of Labor are paid an average of $10 an hour, with no benefits. And we demand that plumbers have some training, but not that all child care workers have training.

This does not seem logical. Actually, it is pathological. But to change this distorted system of values—and to effectively address seemingly intractable problems such as poverty and hunger—one needs again to look at matters that are only visible once we recognise the configurations of the partnership system and the domination system.

 

The Challenge and Opportunity for Responsible Leaders

All this takes us back to the larger role of responsible business leaders in promoting economic rules, measures, and policies that support more caring and ethical business decisions. As it stands today, economic rules still encourage unethical and uncaring practices. Yet it is possible to change this. For example, corporations can be required to make assessments of the long-term rather than only short-term effects of their policies and practices – and not only on the return to shareholders but also on society and the environment. Taxes can be levied on financial speculation and other harmful activities, such as making and selling junk food. These kinds of measures will make it unprofitable to pursue deleterious activities – and in the bargain fund government investment in caring for people and our natural habitat.

The issue is not one of money; it is one of fiscal priorities, of what is or is not really valued. It is only by bringing this distorted system of valuations out into the open that we can realistically expect the fundamental changes needed for more ethical and caring business decisions.

In the methodology of culture engineering we propose that penalties can be levied on those who fail to comply with standards of corporate responsibility, and at the same time that those who do comply are rewarded with tax credits and other benefits. For instance, companies that provide paid parental leave can be supported by public policy through matching local or state grants. Companies that provide employees with childcare and/or parenting classes can be assisted in the same way.

Consider that many politicians always seem to find money for so-called ‘hard’ stereotypically masculine purposes, such as prisons (as in the dominator archetype of the punitive father) and weapons (as in the archetype of the hero as warrior). But somehow, they never seem to find funds for health care, child care, and other ‘soft’ or caring policies.

So the issue is not one of money; it is one of fiscal priorities, of what is or is not really valued. It is only by bringing this distorted system of valuations out into the open – and showing how it has stunted what is considered normal, possible, and desirable — that we can realistically expect the fundamental changes needed for more ethical and caring business decisions.

If we consider such skills like imagination, inspiration and intuition as ‘soft’, than we would have to consider innovation as a feminine ability, because those skills are the basis of creativity. Without creativity, innovation is difficult to imagine. Leaders in any organisation can deploy their talent either way: towards value creation or towards value destruction. Some observers propose that the last economic crisis is an example of global value destruction. The move to a more sane and sustainable economic system will require responsible business leaders to use their influence, including their marketing and advertising, to educate the public so that their efforts, as well as government efforts in this direction, will be understood and supported.

Our time of economic disequilibrium offers us the opportunity to bring about fundamental change. It is a time when responsible business leaders can, and must, promote changes in policies, beliefs, and institutions that will not only directly benefit them in promoting ethical and caring businesses practices but also help create a future where they and their children – and all our children – can live in a healthier, more equitable, peaceful, and sustainable world.

About the Authors
Dr Riane Eisler is a social scientist, attorney, and author whose work on cultural transformation has inspired both scholars and social activists. She is president of the Center for Partnership Studies and is internationally known for her ground-breaking contributions as a systems scientist, working for the human rights of women and children, and author of The Chalice and the Blade: Our History, Our Future (Harper & Row, 1988).

Dr Simon L. Dolan is the Future of Work Chair at ESADE Business School in Barcelona. He is a prolific writer with over 58 books published in multiple languages, and over 130 papers published in scholarly journals. He is the Editor-in-Chief of “Cross Cultural Management –An International Journal”. He is known for developing the concept of 3Es tri-axial model of human values, and dedicates his time to culture reengineering (at the organisational level) and to the training of coaches who adhere to the coaching by values14 concept.

Dr Mario Raich is the president of  “Learnita”, a London based strategic innovation consulting firm. He has been consulted for some of the world top corporations in the field of strategic innovation and creativity. He is also a visiting professor at ESADE Business School where he heads the Global Talent Forum position.

References
1. Raich, M., Dolan S. (2008) Beyond: Business and Society in Transformation, New York: Palgrave MacMillan,

2. Raich M., Eisler R., Dolan S.L., (2013) The Essence of Cyberness: Implications for sustainable future, Effective Executive, Vol XVI (3): September: 47-52; Raich M., Eisler R., Dolan S.L., (2014) Cyberness: The Future Reinvented (in press).
3. Dolan S.L., Eisler R., Raich M., (2010) Managing People and Human Resources in the XXI Century: Shifting paradigms, Emerging Roles, Threats and Opportunities, Effective Executive ICFAI University Press India,  February: vol XIII (2):30-34
Raich M., Dolan S.L., Eisler R., (2010) Leveraging the Corporate Ecosystem and the Innovative Role for HRM, Effective Executive, Vol XIII (2): 30-34
4. Lacy P. (2010) Davos: business Leaders Focus on 5 Sustainability Themes. Business Week, January 29. http://www.businessweek.com/careers/managementiq/archives/2010/01/davos_business.html
5. Work & Family Connection (2005) ,The Most Important Work- Life-Related Studies , 5197 Beachside Drive, Minnetonka, MN 55343. www.workfamily.com
6. Towers Perrin Global Workforce Stduy (2007), http://www.towersperrin.com/tp/getwebcachedoc?webc=HRS/USA/2008/200802/GWS_handout_web.pdf
7. Dutton J.E., Heaphy E., (2003) “The Power of High-Quality Connections at Work.” In Kim Cameron, Jane Dutton and Robert. E. Quinn (Eds.) Positive Organisational Scholarship, San Francisco: Berrett-Koehler Publishers, 263-278
8. Cooperrider D., Whitney D., (2005) Appreciative inquiry: A positive revolution in Change. San Francisco. Barrett-Koehler
9. Senge, P., (2006) The Fifth Discipline: The Art & Practice of the Learning Organisation. New York: Doubleday,
10. Laszlo C., Zhexembayeva N, (2011) Embedded Sustainability, The Next Big Competitive Advantage. Stanford University, Greenleaf Publishing.
11. Dolan S.L. Garcia S., Richley B., (2006) Managing by values: Corporate guide to living, being alive and making a living in the XXI century. Palgrave-Macmillan
12. Eisler R., (1987) The Chalice and The Blade: Our History, Our Future. San Francisco: Harper & Row.
13. Eisler R. (2007), The Real Wealth of Nations: Creating a Caring Economics. San Francisco: Berrett-Koehler.
14. Dolan S.L., (2011) Coaching by Values. Bloomington, IND. iUniverse

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Talenting: Framework and Metaphors for a New Processual Approach to Talent Management https://www.europeanbusinessreview.com/talenting-framework-and-metaphors-for-a-new-processual-approach-to-talent-management/ https://www.europeanbusinessreview.com/talenting-framework-and-metaphors-for-a-new-processual-approach-to-talent-management/#respond Mon, 08 Jul 2013 13:44:30 +0000 http://testebr.europeanbusinessreview.com/?p=1153 By Simon L. Dolan & Paulo Hayashi Jr. Although the necessity for attracting, retaining, and motivating talent is an old challenge for all competitive organisations, only in the last decade […]

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By Simon L. Dolan & Paulo Hayashi Jr.

Although the necessity for attracting, retaining, and motivating talent is an old challenge for all competitive organisations, only in the last decade has this theme been getting increased attention as a field of study. The objective of this article is to introduce a new concept of ‘Talenting’ in its multifaceted framework composed of the 7 H-metaphors: Hiring, Health, Happiness, Hygiene, Head, Heart and Hand. Very different from the traditional models of Talent Management, it is argued that focusing on the process rather than exclusively on the person can facilitate the making of a consistent and sustainable high achiever.

The economic crisis in European countries, such as Greece, Portugal, Spain and more recently France, leads to the search and the emergence of many new themes as a focus of interest. It is interesting to find that both in difficult times (in terms of shortage of money, shrinkage in purchasing power, or high rates of unemployment), as well as in affluent times, the issue of talent comes to play. Throughout history, talented individuals have always risen above the known limits of their time. People can make a difference when they have the competences and dare to believe in creating advantages for themselves, their organisations, their communities and their future.

There is no doubt that organisations now need talented managers, core employees and innovative ideas that were not as critical in other times and contexts. Several authors propose that we are entering the era of the ‘war over talent’.1 Consequently, Talent Management (TM) appears to have become one of the new hot topics and is most likely to continue to attract attention during the coming decade. A web search of the term ‘talent management’ conducted these days (May 2013) encountered over 161 million hits, and if we limit the search to ‘Talent Management – HR’, we still find over 46,000,000 hits. This is a clear indication that the concept is becoming increasingly popular. Nonetheless, we don’t have ‘a single consistent or concise definition of talent management’2. Perhaps this strange fact can be understood due to the fact that a blend of non-academics (i.e. consultants, and managers) as well as academic scholars are interested in the concept. We argue that time has come to separate the wheat from the chaff, and thus, in this article, we propose a concept that goes beyond the traditional TM.

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The focus of Talent Management should be on the process of how someone works to become a high achiever, instead of the content or traits of a gifted person.

One may ask: why introduce a process model rather than the traditional model to deal with TM? We argue that the focus should be on the process of how someone works to become a high achiever, and makes a difference in the global economy, instead of the content or traits of a gifted person. Traditionally the word, ‘talent’ has been referred in the West as to ‘those who have been identified as having the potential to reach high levels of achievement.’ In the Japanese language, however, the word ‘talent’ is represented through the symbol of kanji: saito (saino). The first part of the kanji means ‘genius, smart, talent’ and the age suffix, and the second part means ‘ability, accomplishment’. Thus, the Japanese word does not suggest the notion of innateness; the emphasis is on talent as an accomplishment and is seen as the product of years of striving to attain perfection.

It is necessary to develop a distinct organisational culture or subculture related to the management of the talent pool. Some key ingredients in such culture include trust, teamwork and other appropriate synergetic components leading to collaboration and coevolution.

There is no doubt that people who have the potential often achieve results or reach high performance. However, when we talk to many senior managers they often tell us that their high potentials fail to live up to expectations. Potential does not always equal performance, which is what organisations are really interested in. Consequently, we propose to work with the concept of ‘Talenting’, which is built around the following underlying assumptions:

• The ability to sustain accomplishment is not static – it is dynamic and variable.
• The ability to sustain accomplishment is not predetermined – it is contingent.
• The ability to sustain accomplishment does not rely on simple cause-and-effect – it is configurational: a multivariate process.
• The ability to sustain accomplishment in large part depends on the individual’s ability, but also on the organisational support system.
• The ability to sustain accomplishment depends on a culture of trust rather than a culture of control. We argue that a shift in paradigm is needed. The old paradigm as cited by Dolan (2011) is built around the notion that trust is good but control is better, while the new paradigm suggests that control is good but trust is much better3.Let us begin by focusing on the talent pool. Keeping a high quantity of high potential employees is not sufficient; it is important to support and motivate the employees even when they are not performing at their best. Moreover, high performers are likely to leave companies where they feel underdeveloped, undervalued and/or underpaid. Managing a talented person is not an easy job. Often, great talent means lots of trouble. Talented people expect to be treated and managed differently. Thus, it is necessary to develop a distinct organisational culture or subculture related to the management of the talent pool. Some key ingredients in such culture include trust, teamwork and other appropriate synergetic components leading to collaboration and coevolution4. Analysis of the best-practices and successes of companies such as Toyota, Whole Foods and Southwest Airlines, shows that a culture based on values that put employees first and in a sequence clients and shareholders, represents a difficult to imitate process even for well-organised competitors. The fundamental question related to culture has to do with the configuration of the shared values5. Dolan and colleagues have proposed a model composed of three axes that can be used to analyse an organisational culture. It also facilitates the connection between the values and the strategy. The 3Es triaxial model is composed of the following value axes: (i) economic-pragmatic, (ii) ethical-social (iii) emotional-developmental. The first group of values are related to the financial, economic and productivity standards of any commercial business. The second group of values is related to the social aspects of the work environment such as honesty, integrity, respect and loyalty that facilitate a sustainable relationship and collaboration in the medium and long term. The last group of values is essential for creating impetus for action6. They are values related to intrinsic motivation: optimism, passion and perceived freedom. Not sharing these values may hinder initiative, innovation as well as organisational commitment7.

The framework for ‘Talenting’ represents an extension and broadening of the 3Es tri-axial model. We argue that it sets the roadmap to a new way of understanding TM. Figure 1 depicts this model in a schematic manner.

 

Figure1

 

The 7 Hs framework: the premises for stimulating a sustainable talent pool

The framework of Talenting is composed by a configuration of seven core values, which we have labelled the 7 Hs: Hiring, Health, Happiness, Hygiene, Head, Heart and Hand. All these are important for keeping the talent pool in the high performance zone.

 

Hiring – A continuous process of hiring talented people is critical. While it is not the exclusive step, it is definitely important in the ‘war for talent’. The talent shortage doesn’t only affect the transnational companies, but also the local companies due to the retirement of talented older people.

 

Health – The active promotion of a healthy workforce is a key concept. Supermen or women that produce daily miracles of high level and incredible output, are not sustainable, and not healthy. The pressure for economic results and productivity has produced new phenomena such as karoshi or ‘death from over-work’ in Asian countries, and burnout, suicides and many other diseases amongst talented employees in the Western part of the globe. Although the relationship between workplace strain and the job performance is complex, study after study shows its negative effects in the medium and long term8. However, simply adding ‘Health’ is not sufficient to improve the quality of the working environment and life, it is necessary to add ‘Happiness’ too.

 

Happiness – This is a kind of fuel that energises, motivates and creates a good climate of collaboration and partnership among the stakeholders. Although the relationship between workplace productivity and happiness may seem a bit strange, more and more people propose that converting the workplace into an environment of playfulness has many advantages both in terms of productivity and performance. Moreover, if we substitute the word ‘happiness’ for ‘meaningful jobs and playfulness’ it produces satisfaction and the happy worker will indeed become a more productive worker. Organisations adhering to happiness will find Confucius’s words ring true: ‘Find a job you love and you’ll never work a day in your life’.

 

Hygiene – This is an old concept from the motivational theory of Frederick Herzberg. In essence it refers to those work conditions that are necessary, but not exceptional enough to attract and retain talent. These conditions help create a competitive workplace by offering rewards commensurate with productivity and providing training and career plans for people to grow professionally. Without them, talented employees would look elsewhere to develop their career.

The active promotion of a healthy workforce is a key concept. Supermen or women that produce daily miracles of high level and incredible output, are not sustainable, and not healthy.

Furthermore, career opportunities and other rewards should be carefully studied because high achievers may easily become disillusioned if they are asked to fill roles with limited scope for the applications of their talent. Interestingly enough, an emerging factor of a purposeful work in the 21st century can be found outside the realms of the company: employees want to add value to society by engaging in volunteering programmes or even Corporate Social Responsibility programmes.

With the heart, it is possible to create an emotional connection between the professional and the organisation. When a person is emotionally connected to the organisation, the boss, the supervisor or the team, the flow of ideas and even the work in progress seems to occur more fluently.

The first 4 Hs are all related to the organisation and its systems and are important for supporting the talent pool, but it also affects other stakeholders. The last 3 Hs presented hereafter are more metaphoric as they relate to the individual and his or her dedication to the organisation: Head, Heart and Hand in supporting the mission and vision of the latter.

 

Head – The organisation needs to create a rational connection with the individual through the formal or instrumental rationality mode. People need to understand the logic behind their reasons for working. Providing an answer to this simple question can be time consuming and complex, because our reasons for working are not limited to an economic perspective alone. We can develop the ‘Head’ through the company’ shared vision and purpose for the coming years. It may seem a kind of Messianic work, but only by adhering to a shared vision and dream can work collaboration really happen.

 

Heart – With the heart, it is possible to create an emotional connection between the professional and the organisation. When a person is emotionally connected to the organisation, the boss, the supervisor or the team, the flow of ideas and even the work in progress seems to occur more fluently. Even though the technical skills are crucial and will be for a long time, the ability to understand a person’s feelings and situation is a sine qua non condition of effective leadership. Leaders need a good vision and strong head (the traditional image of the big strategist), but also the heart and the hands to put things at work correctly.

 

Hand – This represent the capacity to move from the planned action to the achievement of results: the entrepreneurial portion of the talent. The capacity to mobilise resources, people, and energy to bring about concrete results.

 

The 8th H: Hope and Coevolution

How can leadership in a company develop a culture of continuous hope for its talented employees? Dolan and Altman (2012) argue that this type of hope should be the task of inspirational leaders. Leaders who know how to embed the three famous ’spires’ of great leadership and bring it to the work place: Aspire, Perspire and Inspire9. Aspire relates to influencing other people. Perspire is related to hard work that achieves results and gives an example. And the last one, inspiration, refers to the spiritual connection between a person and the cosmos; the superior force and intelligence that can support man in his journey. Yet, for Aristotle ‘Hope is a waking dream’ and we certainly need it to further the development of the organisation. Although the focus of Talenting lies on the talent pool, its objective is to help and disseminate talent across the entire organisation.

This is the basis for our concept of coevolution. The term ‘coevolution’ is used to describe cases where two (or more) species reciprocally affect each other’s evolution, mainly in a positive way or a ‘win-win’ situation. Talenting is a way to achieve the development of the entire organisation through the creation of a strong and powerful subculture that can generate hope and progressive improvements in continuous and intermittent changes. Collaboration, synergy and mutual learning are some of the results expected from the Talenting process because the means may be the talent pool, but the end is the organisation. With Talenting and coevolution, we can create virtuous circles and achieve a cycle of success instead of a cycle of failure.

The process of coevolution and the virtuous circle represent a struggle for Talenting over time. This is important, because the process of Talenting is not an isolated act. On the contrary, it requires time and patience, investments and discipline. It is easier to see these necessities in the sports or arts industries, or in the case of a father helping his son develop certain abilities or a professor with his students. Results do not come overnight.

Collaboration, synergy and mutual learning are some of the results expected from the Talenting process because the means may be the talent pool, but the end is the organisation.

Conclusion

The focus of Talenting is to help the organisation and respective HR department to offer conditions to professionals that enable them to sustain their performance over time. Keeping a high level of high potential employees is not sufficient for the organisation to compete in this turbulent and chaotic time. We argue that it is imperative to support and motivate the employees even when they are not producing at peak performance. Situations such as stress outside work, like problems with family or friends, may spill over and temporarily effect performance. The challenge of retaining talented people and sustaining high achievement is so important that it is worthwhile to offer coaching or employee assistant programmes to these talented individuals in order to reach excellent performance, rather than simply getting rid of them. The process of being talented, in a sense, is much more humanistic than a simple metric of adjusting goals and rewards. The 7 Hs of Talenting attempt to integrate some variables in a multifaceted framework that influence the talent pool and performance. Beyond the 7 Hs lies the concept of coevolution and the aspiration for an 8th H – Hope. With these, Talenting does not stay restricted to a small part of the organisation or a limited period of time. The dissemination of talents across the entire organisation and the mindset of excellence and high achievement are essential to compete in the 21st century.

About the Authors|
Simon L. Dolan
is the holder of the Future of Work Chair in ESADE Business School, Barcelona. He has a Ph.D from Carlson Graduate School of Management (The University of Minnesota). He is a prolific writer (with over 58 books in multiple editions and multiple languages) on issues of HR, Work psychology, Coaching and Culture reengineering. simon.dolan@esade.edu

Paulo Hayashi Jr. is an assistant professor at Unicamp – University of Campinas (Brazil). He received his Ph.D from the Federal University of Rio Grande do Sul -UFRGS (Brazil). During 2012 he was a visiting post-doctoral scholar at the Future of Work Chair – ESADE (Ramon Llull University). He is interested in strategy, strategic human resource management and organisational theory. paulo.hayashi@hotmail.com

References
1. Michaels, E., Handfield- Jones, H., & Axelrod, B., (2001). The war for talent. Harvard Business School Press, Boston, MA; Beechler, S., & Woodward, I.C. The global “war for talent”, Journal of International Management. 15, 273-285.
2. Ashton, C., & Morton, L. (2005). Managing talent for competitive advantage. Strategic Human Resources Review, 4(5):28–31.
3. Dolan S.L. (2011) Coaching by Values: A guide to success in the life of business and the business of life. iUniverse, Bloomington IND.
4. Cabello-Medina, C., Carmona-Lavado, A., Pérez-Luño, A., & Cuevas-Rodríguez, G. (2011). Do Best and Worst Innovation Performance Companies differ in terms of Intellectual Capital, Knowledge and Radicalness? African Journal of Business Management, v.5 (28), 11450-11466, November; Dolan S.L., Garcia, S., & Richley, B. (2006) Managing by Values: A corporate guide to living, being alive and making a living in the XXI century. Palgrave MacMillan.
5. Pfeffer, J. (2005). Changing mental models: HR´s most important tasks. In: Losey, M., Meisinger, S., Ulrich, D. (org.) The future of Human Resource Management: 64 thought leaders explore the critical HR issues of today and tomorrow. Hoboken: Wiley & Sons.
6. Dolan, Garcia, & Richely,( 2006), Op.Cit.; Dolan, (2011), Op.Cit.
7. Dolan S.L. & Altman, Y,( 2012), p.3). Managing by values: the leadership spirituality connection. People & Strategy, 35(4).
8. Dolan S.L. (2007) Stress, self-esteem, health and Work. Palgrave- Macmillan.
9. Dolan (2011) op.cit.; Kaushik, Three “spire´s” of great leadership. http://www.kaushik.net/avinash/three-spires-of-great-leadership/

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