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Inspiration Leadership Development

What inspires leaders to lead with spirit?

In my last post, I asked for ideas and suggestions about what inspires you as a leader. I was touched and enlightened by the generous response. 

Of the many resources offered, I want to share some that inspire leaders to lead with spirit. I’ve learned this takes clarity of values, commitment, and courage.

How spirit becomes a foundation for leadership.

I grew up attending an Episcopal school where in morning prayers we were reminded of daily service to others. I later came to the United States to attend the Yale School of Management whose mission is to educate leaders for business and society. For me, this mission included the ethos of service. And it took me a while to appreciate what it really was to lead with spirit because, for a long time, I confused spirit with religion.

My clients have been my teachers in giving me an appreciation of the important, pragmatic role that spirit can play. I have witnessed them grapple with conflict, hard decisions, and opposition to their vision for the future while finding a way forward by connecting to their core values and principles. Equity, inclusion, transparency, learning, integrity, generosity—whatever they uniquely stand for—becomes a grounding for their leadership.

What they have taught me is that to lead with spirit means to know what you stand for, in a very human way. It’s standing for serving a common good rather than, and sometimes in spite of, your own self-interest. I have been most inspired by seeing clients filled with anger in the face of injustice, or fear in anticipating the backlash to their position and move forward courageously for that common good.

To lead with spirit, leaders turn here.

I believe we are hungry for this reconnection to the spirit and to having a true foundation of meaning. The inspirational people below share what they have found helpful.

Method | Commitment Practice

Ruth Levine has just completed her term as Director of the Global Development and Population Program at the William and Flora Hewlett Foundation, and will soon be a Fellow with The Advanced Study in Behavior Sciences associated with Stanford. At the Hewlett Foundation, she led a team that was responsible for grantmaking to improve living conditions in low and middle-income countries, and to advance reproductive health and rights in developing countries and in the United States.

Ruth has a powerful combination of IQ and EQ. But there’s something more that you feel when you’re with her. Everything Ruth does is grounded in her values of true respect and care for others: including those who the Hewlett Foundation serves and those who she led.

One of the ways that she expressed her values was in a simple annual ritual with her team where she shared the lessons she has learned from them, her commitments to them, and her expectations of how they work with her and each other. Several of her commitments clearly manifest her value of respect, but one really stands out to me: “I will not compete with you.” It’s a simple but profound act that Ruth lives by and her team trusted. Take a look at a few of the slides that she presented every year that reflect this spirit.

Poem | For a LeaderBless the Space Between Us | John O’Donohue

Murchison is an organizational development consultant to private, philanthropic, and non-profit organizations. His work is an expression of two of his core values: creativity and inclusion.

Chris introduced me to John O’Donohue’s work. His blessings invite us to pause and appreciate the beauty in everyday moments. We don’t create enough moments like this at work. Art like O’Donohue’s offers the opportunity to bring organizations and leadership to life in a way that most business books just don’t.

May you have the grace and wisdom
To act kindly, learning
To distinguish between what is
Personal and what is not.
May you be hospitable to criticism.

May you never put yourself at the center of things.

May you act not from arrogance but out of service.

May you work on yourself,
Building up and refining the ways of your mind.

May those who work for you know
You see and respect them.

May you learn to cultivate the art of presence
In order to engage with those who meet you.

When someone fails or disappoints you,
May the graciousness with which you engage
Be their stairway to renewal and refinement.

May you treasure the gifts of the mind
Through reading and creative thinking
So that you continue as a servant of the frontier
Where the new will draw its enrichment from the
old,
And may you never become a functionary.

May you know the wisdom of deep listening,
The healing of wholesome words,
The encouragement of the appreciative gaze,
The decorum of held dignity,
The springtime edge of the bleak question.

May you have a mind that loves frontiers
So that you can evoke the bright fields
That lie beyond the view of the regular eye.

May you have good friends
To mirror your blind spots.

May leadership be for you
A true adventure of growth.

Book | Soul Without Shame Liberating Yourself from the Judge Within | Byron Brown

Diane Gabinelli is the President and CFO of Parallel Advisors, a private wealth management firm headquartered in San Francisco. Authenticity is a core value that Diane stands for. One of the things that gets in the way of authenticity is the internal critic or judge that we all carry within.

Diane says about Soul Without Shame: “This book has been my catalyst for venturing into the world of mindfulness and how big of an impact it can have both personally and professionally. Becoming more present, reframing inner and outer judgment, turning worry into action, taking ego out of the equation has given me more courageous authenticity, an ability to make better, clearer decisions, and to more actively move my company forward.”

Dylan O’Connor | Student

TED Talk | The Disarming Case to Act Right Now on Climate Change | Greta Thunberg

In this passionate call to action, the 16-year-old nominee for the Nobel Peace Prize, Greta Thunberg, explains why, in August 2018, she walked out of school and organized a strike to raise awareness of global warming. She protested outside the Swedish parliament and the result grabbed the world’s attention.

“What we do or don’t do right now, me and my generation can’t undo in the future,” Thunberg says. “So when school started in August of this year, I decided that this was enough. I set myself down on the ground outside the Swedish parliament. I walked out of school for the climate.”

Dylan, my 14-year-old son, says about Greta “While many people care about climate change, Greta took a stand. She wasn’t afraid of what other people thought.”

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Categories
Change Leadership Development

Immunity to Change: Why I Love This Approach

Many leaders I’ve encountered have something about his or her behavior or communication that they want to change but are having a hard time doing it. I often draw upon the Immunity to Change method with my clients because it’s the most effective process I know to address someone’s internal barriers to self-improvement. This process is exciting because it makes a difference quickly and was borne out of solid research by a couple of leading lights at Harvard.

Real Change is Hard

If you’ve been newly promoted to a leadership position, you might be realizing that you need to delegate better. Perhaps you’re the CEO and you know that your “large and in charge” communication style is alienating people. Maybe you’re an executive who has been getting feedback in reviews over the past few years that you need to speak up more in meetings with your peers.

If you’re like most of the leaders with whom I work, you’ve made sincere commitments to change: you’ve participated in training programs, invested in books, outlined self-improvement plans, and set accountability measures. Maybe you can get things to shift for a little while, but eventually you return to your habitual ways of relating, working and thinking.

What’s going on here? Is it a lack of willpower? Are you dealing with a fundamental flaw that can’t be changed?

What’s Immunity to Change?

Harvard University Researchers Robert Kegan and Lisa Lahey set out to unravel this mystery. They point to a study that found that when doctors tell heart patients that they will die if they don’t change their habits, only one in seven will follow through successfully. If change is elusive for people even when faced with matters of life and death, Kegan and Lahey concluded that desire and motivation alone can’t be enough to change the status quo.

Add Immunity to Change to your library

They became curious about what lies behind each of our habitual behaviors and mindsets. Instead of writing off any particular habit as “bad,” Kegan and Lahey looked to see what good purpose the habit might actually be serving.

If you know that you are facing burnout and really want to be a better delegator, but continue your habit of taking control and doing things yourself, you must have a pretty good reason.

Perhaps you are afraid that things will devolve into chaos. Perhaps you grew up in a world where you were instilled with the belief that delegating work to others makes you lazy. Maybe your identity is wrapped up in being seen as the creative genius who produces great work.

Beliefs and Habits

Kegan and Lahey discovered that behind each of our habits is a strongly held belief that not only keeps us in our groove, but also fights any change that threatens the status quo. This resistance is so strong, so adaptive, and so systemic that Kegan and Lahey liken it to a finely tuned immune system.

How Immunity to Change Works

If I fundamentally believe that my value lies in being an expert, I’m going to be very invested in asserting my views and being right. I’m going to defend my expert status at all costs.

Listening and accepting influence will actually undermine what I consider my core value. I’ll believe that no amount of investment in skill development is going to make me a better listener.

Even a strong desire and motivation to be a better leader can’t compete with the deeply seated belief that my value lies in being an expert.


We’re dealing with an Immunity to Change that first needs to be unearthed for real and lasting improvement to be possible.

Overcoming Immunity to Change

Kegan and Lahey developed an Immunity to Change methodology that I use with clients both in one-on-one coaching sessions and in group workshops as part of a team or leadership development program. The objective is to pinpoint and address whatever beliefs and assumptions are blocking clients from the changes they want to make.

Creating an Immunity to Change Map is a simple way to bring to light the personal barriers to change. It starts by outlining the client’s commitment to an improvement goal. Then it sketches out the things that he or she is either doing or not doing that prevent progress towards the achievement goal. The Map then identifies competing commitments, as well as the big underlying assumptions behind those competing commitments.

The Value of an Immunity to Change Map

In the Map, what I find is that the client is operating with one foot on the gas pedal—the improvement goal—and the other foot on the brake. Your competing commitments and big assumptions that keep your foot on the brake are typically unconscious. If you don’t map them out, you can’t address them to move forward.

The Immunity to Change Map is powerful; completing one Map typically not only provides helpful insights but can often dismantle assumptions that are holding you back.

After the Map, there are as many as nine different steps in the methodology to help overturn the assumptions. Typically this takes place over the course of a six-month coaching engagement. I may not use all nine steps, but I customize the approach based on the individual and goal.

When Immunity to Change is Most Useful

The Immunity to Change process is most useful for the thornier and more difficult self-improvement goals. Perhaps your role requirements or business context have changed and “what got you here can’t get you there.” Or perhaps the same issue keeps showing up on your performance reviews and you haven’t been able to crack it.

Common leadership improvement goals that the Immunity to Change process addresses include:

  • Delegation
  • Communication (speaking clearly/succinctly)
  • Engaging in conflict constructively
  • Speaking up with peers or executives
  • Listening
  • Prioritizing and creating focus
  • Building trust and relationships
  • Developing others
  • Work/life balance
  • Collaboration

Start Here with Immunity to Change

The place to start is defining a good improvement goal. It should be focused and important. What’s the one thing you could change that would have a significant impact on your performance? It also has to be really motivating. The truth is that the Immunity to Change process is going to take you out of your safety zone a bit, so you need to believe that the result will be worthwhile.

While the Immunity to Change method is effective and fast, it’s difficult to do this work on your own. We can’t see our own blind spots and so much of what drives an individual’s Immunity to Change is unconscious and hidden beliefs.

Do you have an Immunity to Change?

As someone who has gone through the process myself and as a coach who uses it with my clients, my best advice is to order the Immunity to Change book and engage a certified Immunity to Change coach.



Here are a few more helpful resources:

And if you’d like to take the old school route, just give me a call at 415.991.5177. Looking forward to hearing from you.