Collaborative Action Research in an Organisation:
Can Psychoanalytically Informed Thinking Deepen the Collaboration?

Susan Long and John Newton
together with Jane Chapman, James Dalgleish, Chris Foley and Charles Langley

 
 

This project was made possible through a grant provided under the Industry Collaborative Grants Scheme of the Australian Research Council and the organisation described in the paper.

1. Introduction

In this paper we [1] will examine our dilemmas and experiences within an action research project, with a specific emphasis on the collaboration between institutional partners. The project is ongoing between the State Branch of a large government direct service organisation and researchers at Swinburne University, Melbourne, Australia. It broadly aims to develop a framework for quality in terms of (i) the roles and tasks of its professional workers, managers, internal consultants and administrative and support staff, and (ii) the continuous development of an organisational culture where learning at the individual, group and organisational levels is maximised. However, contrary to models of quality that initially specify procedures and outcomes, we see an understanding of what a 'framework for quality' means for this organisation, at this time, as an outcome of the research. Even at this stage one year into the project, we are unsure as to what shape it might take or whether a 'model' is the right description for what it is we are seeking to identify.

For this paper, we hope that through an examination of our experiences, we might better understand the nature and process of collaborative work. We have noted that researchers of organisational dynamics or consultants frequently engage in collaborative efforts with the members of an organisation to bring about organisational learning or change and to understand their antecedents and effects; yet the very process of collaboration is itself often taken for granted, especially when it occurs successfully. Alternately, when the collaboration is under stress or breaking down, the processes considered are often framed in terms of resistance, whether this be to the 'outsiders', to change, to management, to the organisational culture or to its environment. Might there be other ways of framing such changes in the collaborative relationship? Some of the work done on understanding the breakdowns in collaborations, between researchers and organisations, or between consultants and organisations, has been around the difficulties of establishing initial working relations. Other work has been done examining the politics of ongoing relatedness (Mirvis & Berg, 1977; Casemore et.al, 1994). It is difficult to continue research where members are unwilling or when organisational authority to continue is withdrawn. Yet in order to understand the collaborative process, it is important to study all those dynamics. We ask the question: might a better understanding of unconscious as well as conscious dynamics deepen the collaboration?

In designing the project, we understood the need for a setting that could allow and contain negative as well as positive aspects of the collaboration so that these could be understood, learned from and worked with alongside the primary work of the project. Drawing on models and ideas from psychoanalysis and therapy, where collaboration between therapist and patient is required in order to understand and work with the patient's problems, others have talked about such a setting as a 'facilitating' or 'holding' environment (Bridger, 1990; Miller, 1995; Stapley, 1996; Willshire, 1997). What is meant by this is a setting, that itself can be trusted to provide physical and psychologicial safety, to those willing to experience and explore issues that might normally be anxiety-provoking, politically subversive or counter-cultural within the organisation. Such a setting allows exploration of ideas and feelings that emerge during work yet which in less exploratory or safe settings become suppressed or operate in an underground manner. A good holding environment (good-enough in Winnicott's terms) allows for a containment of such experiences and explorations, so that they can be integrated for work rather than for counter-work purposes. For example, anger with a manager might be talked through with him or her rather than left to smoulder in resentment (and possible unconscious or even conscious sabotage to the work expressed through lateness or absenteeism) because the issues involved cannot be broached. In fact all co-operative and collaborative work requires a form of holding environment in order to facilitate the human interactions involved, and the learning from their consequences. Where the purpose is collaboratively to study and understand organisational dynamics, as it is in the current project, the holding environment needs to include a facilitation of all aspects of the collaboration for these purposes. Further, rather than a holding environment simply for what already exists, a new collaboration requires an environment that will foster that which currently does not. This was a challenge for our project design.

Organisation of the Paper

In order to discuss our experiences of the collaboration in the project thus far, and in order to understand the nature of the environment that has been established in the project, this paper is written in three sections:

1. First we briefly outline what we regard as important in the psychodynamics of role and multiple roles, action, reflection and open ended learning, linking these with ideas of task and collaboration. This section acts as a conceptual background for our discussion. It outlines the ideas with which the university research team entered the project and with which they continue to work and also continue to modify in light of our collective experiences.

2. Second we will give a description of the project including aims, background, method and especially the place of learning from experience within the project. As a focus for this we will examine how we attempted to design an experiential event collaboratively with input from both research partners (the university researchers and the government organisation) so that a working relationship, which drew on and increasingly built mutual experience between all participants, could be maximised for organisational learning. Drawing on our experience in the project, we will look at the work of the project steering group and the specific dynamics of the working laboratory. Aspects to be considered will be the development of collaboration, and the environment within which collaboration can occur.

3. The final section will deal with 'the collaborative state-of-mind'. We will attempt to draw together some conceptualisations of collaboration, linking these with the material presented in the previous section. Co-labour comes to be understood in terms of the conscious processes of working together, as well as the unconscious dynamics occuring in the presence of the collaborative partner.

Section 1: Psycho-dynamics of Role, Task, State-of-Mind,
Action and Learning

This section outlines some of the ideas underlying the way we have approached working in the project. It provides a framework for the exploration of experience to be described later. Of particular importance are our conceptions of role, task, state-of-mind, action and learning.

Task and Role

A psychological group or organisation is an entity because its members have a common task or tasks upon which they are working. The people who make it up may or may not be physically present or personally known to one another. What makes them a group is the way they are related, through their roles, to the tasks of the group and hence to one another. This is so whether or not the tasks are conscious and deliberately agreed, or whether they occur unconsciously and collusively between the members, or, more commonly, when both operate. It is so whether the tasks consist of manual labour, the organisation of labour, intellectual problem solving, emotional engagement, political intrigue or any other. That the life and dynamics of the group are fundamentally structured by the tasks of the group and the role relations of the members is a central assumption for our work. Moreover, such dynamics are greatly affected by how this entity (of group or organisation) exists in the mind of each member. This is because each member enacts his or her role in light of what is in their mind about the whole, even though this is incomplete, fragmentary and built up through a particular and individual set of experiences. That is, the dynamics of the group or organisation are reciprocally related to the way people perceive their tasks and take up their roles.

To take this account of group life even further, we propose that the group or organisation exists not simply in mental models, cognitive frameworks or other complicated patterns of thought, but also in feelings and volitions (Long & Newton, 1997). In deepening the application of the concept organisation-in-the-mind Armstrong (1995) illustrates through his case material how he came to the insight that his client, the Chief Executive of an Authority responsible for the containment and care of criminally insane clients, had internalised his emotional experience of his organisation in a particular way. The experience of this man, in his organisational role, was undergirded by a feeling of deep vulnerability; a feeling which was unconsciously linked to the primary risk associated with the work of the Authority. Armstrong thus elaborates the meaning of organisation-in-the-mind to include 'the emotional reality of the organisation, which is registered in him (the client) and is informing his relatedness to the organisation, consciously and unconsciously.' (p4). He shows how the concept of the organisation-in-the-mind cannot be limited to some image, vision or cognitive map if it is to reveal the emotional complexity of the Chief Executive's role. The latter's efforts to produce change in the organisation would necesarily have to take account of the experience of vulnerability which was lodged in him and which permeated his working relations with other members of the Authority. To put this another way, the emotional life of the organisation, which included the acute feelings of vulnerability by both staff and clients alike, could be glimpsed through the experience of the Chief Executive in role. Armstrong's work as a consultant was to bring into consciousness the reality of this emotional aspect of the organisation's task and to help his client understand how he had organised his own emotional response to this within his work role.

In order to account for this level of interpretation and to avoid the more cognitive connotations of the term organisation-in-the-mind we have coined the term organisation-in-experience. The dynamics of such organisational experience are focussed and refined by attention to role performance. We find useful Reed's treatment of organisational role through the metaphor of a candle (Reed, 1976). As such the role is seen as constant but everchanging. It is much more than the enactment of a job description since it is influenced by the 'role idea' which the performer brings to it; plus the performer's judgement of the fit between the role, the organisation's aim and its changing context; and not least, the oscillating feelings which the performer has about his/her capacity to take up the role fully and work at the edge of uncertainty and possibility. Like the candle flame, robust role performance has considerable constancy amidst its perpetual flickering. It generates most light as a naked flame but its flickering volatility and vulnerability must be understood in terms of the risk it presents and the atmosphere in which its burns.

So the organisation-in-the-mind is more aptly the organisation-in-experience (thought or unthought)of each person. However, accessing, articulating and reflecting on the organisation-in-experience is not an easy task, even though it is exactly this task that is required for purposes of research into organisational dynamics and organisational change. It is only when we can begin to understand the organisation-in-experience for ourselves and for others - whether those others be in our own workgroup, in another department or in other roles - that we can begin to understand how and why different roles lead to differing points of view, attitudes, beliefs and constructions of work. For example, in the current project we have become aware of an immense diversity between judgements about the nature of 'quality work' and how it is viewed from the different roles within the organisation. The group-in-experience or organisation-in-experience is different for each person, even though it may be seemingly overlaid by what is assumed to be a general agreed 'vision'.

An additional complexity to what has so far been discussed is the fact that people take on multiple roles, often in relation to the same task but also in relation to multiple tasks. It is a fact of modern social and organisational life, that taking on multiple, and sometimes seemingly conflicting roles, is a common occurrence.

Finally, we wish to add one more concept in this discussion about roles. This is that of the group-as-a-whole or organisation-as-a-whole, both of which are systems of interlinking persons in roles. Although this outline has concentrated until now on the individual role holder, what we want to add here is that the-organisation-as-a-whole, through its constituency of roles, each dynamically being created and modified by the persons incumbent in those roles, has an effect on those constituents. This is no one way causality. The whole, which is more than the sum of its parts, has an effect on each part. This is a paradoxical or circular causality (Long. 1992). The complexity of the process continues with the multiple roles taken. Bion's work (1961) examined the way in which the group-as-a-whole engenders a collective state-of-mind in its participants. This state-of-mind (Long, 1996), say a state of dependency, is internalised by the members and constitutes one form of the organisation-in-experience for them. A different collective state-of-mind will engender other forms. So, one may have a role or roles within a collective state of dependency at one time, and a role or roles within a state of belligerence at another. This became evident within the current project when new tasks were faced by the various organisational role holders. The working laboratory, described later in the paper, required the task of examining current dynamics as well as attempting to understand what each of the organisational sub-groupings meant for the organisation-as-a-whole. Working collectively at this new task led to the expression of some of the very painful aspects of the organisation's work. It also led to states of confusion, anger, dismay and sometimes hope. Members were faced with understanding their roles in light of such collective states.

Such a circular or reciprocal process occurs, then, not simply through the mechanisms of perception, thinking, feeling and motivation - that is, the ways people respond mentally and internally to the organisation in the development of their experience - but also through action, for example, the actions that are taken in relation to tasks and to others working on those tasks.

Action and Learning

Action methods in learning and research emphasize the engagement of social action and its effects (Revens, 1983; Winter, 1989; Elden & Chisholm, 1994). The premise employed here is that through action the actors are effecting (that is, bringing into continuous being) the system of which they are a part. In a group or wider organisation, members create their roles through the reciprocal processes described above. In short, the organisation-as-a-whole (through its management, but also through less formal means of taking up authority, exercising power or control) may prescribe certain tasks and roles. The individual or workgroup may take up these roles, develop them and create new roles according to the various organisations-in-experience available to them at different times and in relation to different tasks. Nonetheless, it is through acting and observing the results of action, short and long-term, that people are able continuously to develop and modify their roles and to learn from them.

What is learned is not always immediately obvious. As with all experience, a symbolic system, such as language, discourse, a system of roles or other cultural phenomena, is required to make learning available for reflection, thinking and planning. Otherwise experience occurs only as a more automatic and unconscious process. Nor are actors always in control of what it is they will learn from any set of actions. If they were, it would simply be a re-confirmation of something known - perhaps useful in itself, but nonetheless, repetition rather than learning.

In action research, the design is systematically to engage and learn from an iterative, cyclical process. Actions are planned and implemented, specific effects are observed and the whole process is subject to reflection and discussion before further action is planned. The actions may be widespread or focussed; the effects may be readily observable, longterm or covert. For example, the covert psychological effects of change may occur long before these themselves have an effect on the overt aspects of work.

In the current project we wish to explore something of the organisation-in-experience for the participants and how this affects the way they carry out their roles and bring about organisational change. This has led us to include the formulation of working hypotheses during the reflection aspects of the action research and action learning cycles. These working hypotheses are tested out through a further cycle of planning, action and observation. It has also led us to emphasise the observation of experience as well as more overt observations of behaviour and organisation change. This in itself has led us to develop and employ methods of accessing that experience.

Finally, it led us to include attempts to think about the irrational and unconscious aspects of experience, planning, change and action. In the field these are discovered in their effects. Catching youself in the throes of unconscious desire - to enact certain emotionally laden scenarios (Sievers, 1995); to rid yourself of painful feelings or disturbing thoughts - is difficult enough in the consulting room or in a group especially designed to study such processes. It is mostly impossible in the field. So we were often led to explore actions and group dynamics in retrospect, or in the effects that they seemed to have on the research team or the steering group. Including an experiential working laboratory in the project design was an attempt to work with some of the irrational and unconscious aspects of experience present in the organisation.

The more participatory the research is (that is, the more the organisation members themselves take up responsibility for researching their own system and their own place within it: for being active in the research process) the less is the distinction between researcher and researched, or more precisely, the less is the distinction made between the need for different people to fill these roles. The roles become positions to be taken up in the process: positions that are available to one individual at different times, much as are the positions of observing ego and observed aspects of self, and of insider / outsider to the research process. In this way, participative action research engages a capacity in the individual to find multiple positions within the self and to take up multiple roles within the work system. Ideally this enables people to gain multiple perspectives on the task and to better understand the organisation-as-a-whole, because of their access to multiple organisations-in-experience. We hypothesise that when this is successfully done, a state-of-mind is engendered where collaboration and social development is possible; as is an increased capacity to tolerate anxiety, ambiguity and other forms of social pain. Such a state-of-mind might include trust, a capacity to work with different power relations and a capacity to work from a position of not knowing: a position of co-labour. We recognise that like all collective states-of-mind, this is not achieved for all time, and that it is vulnerable to change. However, we see it as an ideal state to be achieved when possible, in a 'good enough' way for work to be ongoing and generally productive.

Organisational life is rarely generative of such a state-of-mind, as is attested by, for example, the literature on organisational culture and social defense systems. Many organisational interventions may be doomed to failure because those involved believe that collaboration is achieved through consciously formed initial agreements, when in fact it is a state-of-mind that is the outcome of work where individual and social capacities are mutually developed. We take the position that successful collaborative work is an outcome of mature working relations between individuals and groups. The development of maturity depends on many factors, including a good holding environment for the work, the capacity to negotiate tasks and roles clearly, and the desire as well as the ability to learn from the experience of engaging task with others.

One extra distinction we should make at this point is that between consultancy and research. There is much that could be said about the similarities and the differences between these roles. A major distinction is that the collaborative researcher role is directed primarily to the research task of discovery rather than the primary task of aiding the organisation to pursue its espoused aims. The implications of these tasks are important. Discovery and learning require a different state-of-mind than does, for example, the primary pursuit of efficiency and productivity. Learning not only allows, but requires experimentation, freedom to make mistakes and the pursuit of diverse ways of doing things in order to note their effects. It engages curiosity and promotes novelty. In contrast, a primary focus on productivity tends to engage an instrumental relation to task and role. Risks are minimised and immediate results are sought. Diversion and play are rarely tolerated. Instrumentality in and of itself tends to strip a task of deeper purpose and value.

Also the researcher has the freedom of not being directly in the employ of the organisation and hence not directly subject to the authority, power and social dynamics entailed. This is not to say that a consultant cannot achieve the independence necessary to help the organisation think in new ways about their structure or processes. It depends much on the style of consultancy, the emphasis placed on learning and discovery and the capacity of the consultant to put his or her observations forward without fear or favour.

These distinctions are not necessarily as clear in practice as in theory. The researcher wants the research to continue, just as the consultant wants to earn a living through the continuation of the consulting relationship. Also, both have specific expertise that may lead the organisation to relate to them as 'experts' even in those areas where they have little expertise, or in those situations when a dependency on external expertise leads to overdependency and is thus not helpful to either the research or the consulting task. Both are faced with the ethical and power issues involved. Although we are clear that the collaborative research task is different to the consultation task, there are times when a consultant will need to take on a research task, and times when a researcher is consulted.

In the current project we have had to keep in mind these distinctions and to work continuously at defining the roles of the university research team members. What it is to be a collaborative research partner seems to us more a process than a definitive position.

This paper will work with the ideas presented in this introductory section, with reference to the case material of the project.

Section 2: The Project

Having worked as a consultant with the organisation - the state branch of a government rehabilitation service employing helping professionals - one of the authors (SL) suggested a collaborative action research project focussed on and aimed at (i) improving quality (of task, role and organisation) at state, regional and local levels, and (ii) developing managerial and internal consultancy roles in a framework of maximal organisational learning. (Note, however, that the roles dealt with in the project came to include many other organisational roles.) This proposal was agreed by the manager for policy and programs who became the direct organisation partner in the research. Approval and agreement to be involved was given by the state manager and both institutional parties to the agreement (the university and the organisation) sought funding from the Australian Research Council, under its industry collaborative grants scheme. Under this scheme, the government matches dollar for dollar provided by the industry partner. Funding was approved in October 1995 for two years.

A steering committee comprising three members of the university research team and six organisation members was established to plan, guide, oversee and evaluate the project in an ongoing way. This committee meets monthly or more frequently when required.

The research is occurring over five stages:

  1. initial (voluntary) interviews, focussed on role, task and quality, linking these with the perceived primary task of the organisation, were conducted by the university research team with a sample of organisation members across all levels of the organisation (76 interviewees);
  2. analysis of the interview data and feedback of major themes to the steering committee and to all participants occurred;
  3. a residential 'participatory action research working laboratory' taking place over 3 days including an experiential component, further exploration of interview findings and the development of action learning projects by teams of organisation members, was conducted;
  4. work by teams over a 12-15 month period on action learning projects is currently occurring;
  5. development of an ongoing working model of quality improvement is in the process of being constructed.

In this paper we are exploring the nature of collaboration and will concentrate on the development of the steering group as the major collaborative vehicle. In particular, we will explore the experience of working together collaboratively on the design and implementation of the experiential event - a 3 day residential working laboratory - through a description of some of the dynamics occurring. As with all social science, the concepts that guide us are ideal and describe situations according to an overall logic. Part of our experience is that the participative action research models presented to us in the literature often appear too clear and simple to account for the confusion and complexity in the project. It is not so much that they don't provide useful concepts, than that they imply that acting in certain ways clearly will bring about certain results. Much of what we experienced was that there was little certainty in the process.

Providing a Holding Environment for the Project

The steering committee was set up to provide a venue where the collaborating partners could begin work together. It was hoped that the partnership between the university researchers and the organisation could be extended and worked with in many different ways as the project progressed, however, there needed to be a central group that could take on the tasks of designing, steering, monitoring and evaluating aspects of the research in an ongoing way and in light of the progress occurring within the project. It was to be a forum for discussion of the activities within the project and a place where there was a sense of the whole of the project.

Both institutional partners had their own needs to be met by the research. The organisation wanted to improve the quality of work done by its professionals, but they also were going through many changes to their structure, the way they were funded and the types of clients they had, and this had an impact on the way that management took up the opportunity of the research. Although in a climate of financial cuts, it was early on agreed to call the project 'the organisation growth project'. This seemed to symbolise the hope that growth could occur in ways other than size or funding. On the other side of the collaboration, the university wanted the chance to engage in research. Having recently moved to the status of university from a college of advanced education, building a research culture and gaining income and kudos from research was important. Beyond this, the research team had its own particular way of working and its own particular way of conceptualising organisations, as described in the first section of this paper. Success for the team would mean being able to work with a model of learning from experience and learning from the attempted exploration of unconscious processes operating whilst organisation members went about their tasks from the vantage of their particular roles.

As the major containing environment for the project, the steering committee needed to have strong authorisation for carrying out the work of the project. The university team had expert knowledge and a neutral or objective perspective. This was valued, particularly as some successful consultancy work had been carried out with the organisation by the authors - members of the research team. The organisation members of the committee had inside knowledge of the organisation, and the authority to make detailed decisions about what might be done within the project. Moreover, many members of the senior decision making body within the organisation were on the steering committee. For a successful collaboration to develop, both parties should feel their needs were being worked toward.

The initial relationship for the research was between one of the authors (SL) and the manager of policy and planning (CF). It seemed important to have the state manager strongly involved, not only because he held authority for the branch, but because his position allowed him to have a close understanding of the national situation for the organisation and the changes that were occurring at that level. He agreed to chair the steering committee. He responded positively to the research proposal. Although he made it clear that the way of doing things outlined in the proposal was not his usual way, his preparedness to 'give it a go' arose from his recognition that the organisation needed to engage new approaches to issues of quality. He believed that the old established ways would not get them much further, given the sweeping organisational changes upon they were about to embark.

It was the manager for policy and planning who had the better understanding of the concepts, models and methods used by the university team, being a graduate of the program in organisation behaviour conducted at the university. As the project was developed, and in its early stages, he played an interpretative role, translating between the two collaborating groups. As he said later, 'the public service way of doing things is very hierarchical, and this new way of working required a significant amount of explaining to my colleagues who with one exception could not see the benefits straight off.' During a large part of the first year of the project this manager was ill and the major working relationship between the partner institutions was maintained within the steering group broadly, and between the senior researcher and the state manager more specifically. But by this stage the project was well on its way, and the two groups had to build their own bridges and make their own translations.

Despite the state manager's ambivalence about the project he was very supportive at many levels, including protecting it at the national level where other projects on quality may have put an end to this one; supporting the project financially; taking up the role of chair of the steering committee; and, attending most meetings where he took an active role, officially reinforcing the importance of the project to members of the organisation through electronic and other communications, and devoting his own time to the project in other ways when necessary. We have come to see some of his stated, and at times acted, ambivalence, as representative of public service conservatism; and he has clearly stated that he sees himself as a career public servant, as do many of the senior managers. However, as the project has progressed, other members of the steering committee, including members of the university research team, have also experienced ambivalence toward the project and their part in it. This has been expressed through, for example, a female case manager's withdrawal from the steering committee, and through the experienced marginality of one member of the university research team. It may be that the steering committee deals with collective ambivalence and associated anxieties through the experience of just a few of its members, leaving others to take a strong positive stance. Such a splitting defence was also present in the wider organisation with respect to ambivalence about the broad organisational changes mentioned earlier.

The members of the university research team had to attend closely to their own experience in order to learn how this dynamic operated with them.

While having a steering committee seemed to fit easily into the culture of the organisation, insofar as most of their usual projects had what they called a reference group, such a fit has not always been helpful Reference groups have a particular way of operating, making the introduction of new ways of working in the steering committee difficult. For example, a reference group, whilst having the ostensible task of guiding and evaluating a project, has the implicit task of representing the various interest groupings or structural configurations within the organisation. This is associated with the task of seeming to steer a fair course between different interests. A reference group might be criticised for being politically biased, often by leaving the direct case managers poorly represented. Such criticism, directed at the straw argument of representation, often covered for other issues that were not directly broached. In the establishment of the steering committee, there was a strong push to have the different role groupings within the organisation represented, so that the project might be acceptable.

The feelings that go with this behaviour tend to be those of not wanting to hurt the feelings of others, nor wanting others to feel that they are being treated 'differently'. The ideology is one of fairness for all. In the organisation, this ideology slips at times into denying difference and finding other than direct ways of approaching clear differences, say of experience or expertise amongst the staff. This then becomes fertile territory for underground political intrigue.

Such a dynamic may be connected to the task of working with disabled clients and the mandate of the organisation to follow the government policy of integrating the disabled into the wider work culture. Although following a worthy ideal, it is much more difficult to get jobs for people with some disabilities than for others. For example, what is nowadays termed 'psychiatric disability' might cover a person with a chronic psychiatric problem who has rarely if ever been employed. In the context of the organisation becoming more 'business-like', one person said, 'how do you make money out of the mentally ill?' There is an inbuilt contradiction within such a task, because aspects of it seem quite impossible. It is as if the task idea, that is, the task that organisation members have in mind, has become a corrupted task (Chapman, 1996) in the case of psychiatric clients. That is, the task of aiding them to gain work has become the task of using them for organisational gain and political expedience. Government directives have moved the organisation away from a prior, albeit minor, aim of helping people gain 'independent living skills', to place a greater emphasis on vocational outcomes. In the long term, such clients most likely will not remain with the organisation. In the interim, staff specifically trained to work with these and similar people, and who entered the organisation with social justice values, find themselves caught in a bind.

This is reflected throughout the organisation. The ideology of 'everything and everyone equal' is recognised as somewhat hollow, but is still visibly played out in the organisation. The reality of authority and power behind the ideology is different. For example, there are power cliques within the organisation based on geographic regions and key roles within these.

Whether or not the steering committee for this project should be a representative body was discussed. Despite attempting to think about what was right for this project, the established organisation-in-experience became re-established in the steering committee. Membership was largely representative of roles as interest groupings, rather than roles as pertinent to the task at hand. Also, as often occurred with reference groups, it was some months into the project before a case manager (the direct service role) was invited onto the committee.

The same dynamic of re-establishing the usual organisation-in-experience, seemed to spill into the project activities. The number of interviews to be conducted as part of phase 1 continued to grow as steering group members felt that all roles should be interviewed in large numbers, and pressure was put on the interview team to enlarge the interview sample. There seemed to be compelling forces drawing the university team into the culture of the organisation, rather than into a partnership.

The early meetings, whilst dealing with the pragmatics of introducing the project more broadly in the organisation and planning the interview phase, tended to be formal with people tentatively getting to know one another across the partner institutions. Little processing of group dynamics occurred at this time.

The relationship at this stage was marked by:

  • the university team doing the work of interviewing - in a sense, it was they would would get the 'knowledge' about the organisation and the ball for getting on with the project seemed to be in their court;
  • some frustration on the part of the university team that the project often seemed to be designated as 'theirs' rather than as a collaborative project. This came over mostly in terms of perceived feelings of who was holding the responsibility. Some members of the organisation would come late to steering committee meetings, or might fail to let the university team leader know if they would not be present at the next meeting. This was complex and paradoxical, however. For example when, during an advisory board meeting the state manager, being late to the meeting, spoke convincingly for the project and its methods, he seemed to represent the project and the involvement of the university strongly, whilst during his absence, the university team leader had been left to describe and represent the organisation itself to the advisory board members. This felt like the beginning of a stronger collaboration;
  • some frustration on the part of the organisation members of the committee that the interviews were proceeding slowly and that the overall project was not clearly in the minds of many of the organisation employees;
  • a strong focus on the content of the project and little examination of the working relations within the steering committee.

It was mainly the overall design of the project, the investment of hope, time and energy that the organisation had put in, the promise of a report from the interviews, and the future working laboratory that acted as a holding environment for the work. This seemed particularly the case when the manager for policy and planning was ill.

During stage two of the project, the university team fed-back the results of the interviews to the steering committee. Three half day sessions were set aside for this process. Certainly this phase led to a deepening of the relationship between the steering committee members. The university research team had spent a lot of time reflecting on the results of the interviews and on their own internal team dynamics. Whilst some of these dynamics clearly belonged to the team and reflected other working relations that they had within the organisation-in-experience of the university, other dynamics seemed to reflect issues that were important to the organisation. The team members seemed to be working within the projective identifications of the organisation. Working through these strengthened the understanding that the team members had about what was being said in the interviews and helped them to form several working hypotheses about the organisation, and about the way the dynamics involved were occurring within the steering committee. It was these working hypotheses, together with the interview data, that the research team were able to bring to the steering committee during the feedback sessions.

In light of the feedback, the committee was able to address not only issues surrounding the organisation as a whole, but also some of it's own dynamics. This was a risky process, because what was raised threatened some of the established ways of thinking of members. At times it worked well. For example, organisation members began to see that what they had viewed as a message 'not getting through to others in the organisation' was clearly not the case. The message (concerned with changes that had to occur) was with members of the organisation; their response to the message however was complex. At other times, the process seemed to lead to a re-stressing of past, not particularly useful, ways of doing things, which had to be challenged. For example, the simple perception that the organisation was divided into those who were for change, and those who resisted (the splitting phenomenon mentioned earlier) kept being discussed and concretised into several metaphors despite the evidence that the situation was more complex. This would lead to ideas of resolution that acted on this imagery of an organisation split between good and bad elements. For instance, metaphorically 'pruning out the bad', or 'putting bombs' under some people. Such a perception was held by many throughout the whole organisation, becoming a self-fulfilling prophecy, even though many individuals recognised in their own experience that the situation was far more complex.

Interestingly, since the commencement of the project, the senior managers have changed the composition of the major decision making group in the organisation. It now has a far wider membership, including an administrative officer - a role that many saw as important but with little authority or power. It is this new body that is approving the action learning projects. Currently the steering committee is discussing its own expansion, not to better represent interest groups or structural configurations, but more to include people appropriate for working on its current task. In both cases, this move from the idea of political representation, to selection for task, seems to have been influenced by the work within the project.

This paper is not the place to explore such dynamics further. Suffice to say that at this stage, the steering committee was a good-enough container to allow these issues to be raised, for different members to take different stands, and for the collaboration to continue through the challenging of some well established dynamics. The working laboratory was the place where some of these dynamics could be addressed more broadly. This will be discussed below.

Negotiation of Tasks and Roles

We have said that maturity in work relations depends on a capacity clearly to negotiate task and role. This is an ongoing process not an initial point nor an outcome. Hirschhorn (1988) describes a retreat from the role boundary (with a task or with another role) as a defence against the anxiety generated by the task. For example, an employee may draw back from reporting or discussing something that he or she regards as a mistake made by an organisation 'superior'. The anxiety aroused by crossing someone in authority (and, of course the perceived or imagined repercussions) leads the person to withdraw from interaction or perhaps from carrying out a rectifying action. The outcome may be loss of quality or production or initiative for doing something perhaps new and creative within the work. The withdrawal is protective of the individual, at least in the immediate sense. They 'pull their head in'. We believe that such a retreat from the role boundary means that the ongoing task is not renegotiated. Nor is there a chance to renegotiate and change the nature of the roles involved. In this case the superior has not been given the chance to learn from a mistake. Moreover, the fantasies surrounding authority have not been tested in reality and are likely to continue unabated. This provides a situation likely to increasingly support a culture of not challenging. If, on the other hand, the employee does take up the full authority of their role, questions the superior and receives a rebuke, then the roles have been renegotiated with a little more certainty, perhaps to the detriment of the work. That is the risk. However, given ongoing circumstances - one being the reality that continual mistakes, or being non-competitive will cost the company or organisation in one way or another - risking renegotiation of task and role brings the people involved closer to the realities of their work and closer to a more satisfying working relationship. Such dynamics and choices are present in the organisation studied, and in the university.

The experience of the project steering committee has involved many renegotiations of the tasks and roles of its members. Although the overall tasks were of designing, steering, monitoring and evaluating aspects of the research in an ongoing way and in light of the progress of the project, the operationalisation of this was complex.

An early indication of the need for continual role negotiation occurred in the university research team several weeks after the project had been 'launched' in the wider organisation and when the steering committee was beginning to make decisions about the interviewing/data-gathering phase of the research. The two members of the team who were full time academics (SL and JN) became concerned about the contribution of the third member (JD). Their concern emanated from his relative silence in discussions and his lateness or absence at short notice from scheduled meetings. The senior researcher (SL) broached the matter with him and through discussion it emerged that he felt treated as less than equal with the two university based members. As evidence he stated that in introductions to members of the collaborating organisation his status as a sessional lecturer at the university had not been mentioned and during the project launch he had been reduced to the role of chauffeur when visits had been made to various regional offices. Subsequently, he believed that he was being treated as a junior rather than as an equal member of the team.

This issue brought up for mutual consideration the multiple roles which could be manifest or latent within the team and which were contributing to the differing organisations-in-experience. For instance, the researcher (JD) who was relegated the 'junior' status was concurrently enrolled as a postgraduate student at the university and being supervised on a separate research project by his sometime colleague (JN). JD's personal research project was proving to be a challenging and painful experience yet it was his initiative and risk taking as a 'student' which had stimulated the invitation for him to join the collaborative research team. He had been given the opportunity because he was a student of the university who was seeking to learn more about psychodynamically oriented action research and because he had the capacity to undertake particular tasks within the the collaborative project. The tensions between the roles of teacher, student and research colleague could not be defined away but had to be brought into the relatedness of roles and task; most particularly in this case, because the university team was seeking to develop a relationship of co-researchers with the members of the organisation. It may be that the desire of JD to be recognised as a sessional lecturer at the university was not just about his status within the research team. It reflected too the very positive transference from organisation members onto the university representatives. At the launch of the project many organisation members expressed a sense of pride and importance that they were going to be involved with a university on a government funded research project into the future of their organisation. And there were expressions of relief that this was not to be another short term consultancy with foreseen conclusions. It was to be conducted by independent, outside researchers.

The power of this transference was reflected by the feelings of JN who assumed without discussion that only he and SL could fully represent the university and who, by his actions, left little space for JD to take up the fuller role previously assigned to him in the research. This relationship was complicated further by the fact that SL and JN were seen by some of their colleagues as a strong 'pair' in their university work and JD was struggling to find his role as a colleague in the face of this.

The negotiation of multiple roles and tasks within the university team was parallelled in the organisation. A striking example is the role of Senior Adviser, a senior professional role, with professional responsibilities and accountabilities, and with the additional role of internal consultant to all line levels within the organisation. The complexity of the role means that there are often conflicts between the differing role aspects where, for instance a senior adviser might have to do file audits with the direct professional staff (seen as a policing role within the organisation) whilst also acting as a consultant to the work of a case manager, or to the case manager's manager at the unit level. People working in this role are constantly having to negotiate the tasks that they take up, the authorities they hold and the role relations that they have with others. Also, the role of Administrative Officer, whilst seen as invaluable, leaves its encumbents feeling as if they are 'juniors' within the organisation. Issues of heirarchy, relative power and exclusion, then, were reflected in both the organisation and the research team.

A further complexity within the organisation is the fact that many individuals have moved from role to role within a period of a few years: for example, from case manager to senior adviser or business development officer, or from regional manager to senior adviser and vice versa. Often, but not always, the role moves are associated with promotional rewards and may be into acting positions, the substantive position being returned to after a period of time. When this is considered alongside the earlier mentioned need within the organisation to make sure all are treated equally, one begins to imagine the complexity of the relations between people in the organisation.

We will return to discuss how role and task negotiations occurred within the steering committee at the working laboratory after describing the place of the latter in the project.

The Working Laboratory

The working laboratory, first designed for the initial research proposal, was modified and more fully developed by the steering committee. All members of the steering committee attended along with many of those organisation members who were interviewed as part of stage 1 of the project. The one exception to full attendance was the state manager who was absent for the first day and a half of the working laboratory. This had effects that we will discuss later.

Designed to take place over three days, the working laboratory included an opening plenary session followed by a day and a half of an experiential intergroup event (stage 1, see below). Some reflection and plenary time was provided to process the experiential work. A second day and a half consisted of a workteam event, (stage 2) designed to enable self-selected teams to begin the design of action learning projects that could be carried out within the organisation over the next fifteen months. The steering committee met during this event, with the task of selecting five or six of the projects, which would then be recommended to the organisation's decision making body for implementation. Teams presented their projects to the steering committee during the final session of the workteam event and the committee then made its decision. During this latter day and a half, time was also available for relection and for plenary discussion. The three days ended with a final plenary for reflection and discussion of the working laboratory as a whole. The task of the Working Laboratory was 'to explore and study the emergent dynamics of the organisation in relation to the issues facing it in terms of quality work and organisational learning.' The notes given out to members went on to say: 'The task will be worked at in two main stages. The first will be through an examination of current and (anticipated) future role identities, and the dynamics of transition between these identities.....The second stage will involve the development of working hypotheses about the organisation and its movement toward an anticipated future, and from this, the initial development of action learning projects.'

This design was developed by the working laboratory staff group and approved by the steering committee, who took an active role in questioning the design and making additional suggestions. The main role for the committee, though, tended to be in its promotion. During the two to three months prior to the working laboratory, the steering committee devoted much time to ensuring that as many as possible of the interviewees from the first stage of the project would attend. Individual members of the committee took on the task of 'chasing up' various people, especially when the date loomed and then passed for responding to the document which had detailed the working laboratory and had called for applications. The university team had attended the area network meetings of the organisation to explain the working laboratory and its importance to the project. They learned at one of these meetings that members were sceptical of 'residentials' that simply put findings on sheets of paper which were never again consulted, and that many believed the 'residentials' were only for management; the usual yearly residential being for management.

As indicated earlier, the first half of this event was devoted to having organisation members work in self chosen small groups on a 'here and now' task. The task set was of 'exploring aspects of organisational identity'. This was done first within the small groups and then between small groups through an emergent process of representation. Staff of the working laboratory acted as 'facilitators' to this process with each staff member working with one small group. These staff were the three members of the university team, plus two of their associates (JC and CL) recruited to work in the laboratory and CF, the manager of planning and policy for the organisation who acted as administrator of the working laboratory..

This first task proved to be extremely difficult for the members to grasp and their efforts generated a volatile emotional climate for the shift to the second stage of the working laboratory. It had also proved very difficult for the staff to concur around the aim and method of stage one during the design of the working laboratory. All the staff had experience of group relations conferences conducted in the Leicester tradition and it took some concentrated negotiating to distinguish personal meanings of the difference between these and what they began to recognise as a 'double task laboratory'; that is, a working laboratory with two major tasks: to study current dynamics and to work on the development of action learning projects (Bridger, 1990). Similarly, it took some time to clarify the role of 'facilitator' to a here-and-now task, as distinct from the role of a Leicester style 'consultant' the latter having the express brief to work with and interpret the transference of members.

The issue of authority within the laboratory experience was also vexed. The working laboratory staff had accepted responsibility for its overall management but its place in the project was authorised by the steering committee. During the 'workteam event' of the working laboratory that same steering committee would be taking up its management responsibility for the formation and selection of the ongoing action learning projects.

The staff of the working laboratory discussed their concerns about the complexity of their own design and raised some of these issues within the steering committee. In retrospect we wonder whether the design was too ambitious and/or whether we expected too much of the organisation representatives on the steering committee. In effect we were asking them to think about and to authorise a design which was supposed to elicit the dynamics in which they were embedded. It is significant that the state manager informed us indirectly and only shortly before the working laboratory that as a consequence of some family responsibilities he would not be participating. He had formed the idea that his absence would not be important since he assumed everyone would be out of their usual organisational roles anyway. After some strong persuasion from his male colleagues on the steering committee he reconsidered his commitments and made himself available for the second stage of the working laboratory. Thus he arrived during the lunch break between stages one and two.

In the second stage of the working laboratory members were requested to form self selected groups on the basis of there mutual identification with a dilemma facing the organisation and their willingness to develop a proposal for an action learning project to tackle this dilemma. It was understood that the steering committee would assess the merit of these proposals and select some of them for recommendation to the organisation's business strategy committee for support and implementation. It was stressed that competition between projects for selection was viewed as a desirable means of improving their quality. The steering committee wanted to have some choice.

As these small groups formed and went about the set task the steering committee met to clarify and then communicate emergent project parameters and to decide the number of projects it would select for ratification. The potential action learning groups formed quickly, perhaps relieved by the focus of a definable future project rather than the intensity and uncertainty of here and now issues. The steering committee however had enormous difficulties in doing effective work. Its organisation members, who had been involved in exploring their 'transitional identity' during the previous day and a half, now had to resume their roles as members of the project steering committee. Part of the difficulty in doing this stemmed from the very dynamics which had been surfaced. Inevitably the exploration of 'transitional identity' had raised opinions and feelings about leadership, power, gender, risk taking and change within the organisation. The power relations between formal organisational roles influenced what was said and heard. Also the attempts to communicate between small groups had proven difficult since it was discovered that different groups had taken up the stage one task in different ways. Some members of the steering group were exhilarated by recognising their own organisation-in-experience enacted in the event whilst others were bewildered and angry. The university researchers too had to make a role transition from small group facilitators back to membership of the steering committee. The two associate staff (JC and CL) were given different roles. JC was asked to consult to the work of the steering committee whilst CL took the role of consultant at large to the work of the action learning groups. The staff of the working laboratory were thus in a variety of different roles, holding their staff roles in abeyance.

It is hard to imagine how the steering committee could have survived these transitions without the presence and work of an 'outside' consultant provided by the staff of the laboratory. The regular chair of the steering committee (the state manager) had arrived only an hour or so before the first stage two session. In that time a number of organisation members who had been disturbed by stage one had expressed their feelings to him. He seemed hesitant to resume the role of chair at this time and it felt to the university researchers as if the other members of the steering committee were waiting for them to take charge. It became apparent that each member had differing understandings of the methods and design of the working laboratory, if not it's aims. What had seemed to be a mutual understanding, evaporated. In reality, there was an enormous amount of work to be done, under severe time constraints, in order to assist the other organisation members to design and develop meaningful and realistic action learning projects, let alone establishing the selection process. It certainly felt like the experience of working in the organisation that members had told us about during the initial interviews: that is, time pressured work devoted to supporting jobless people gain work.

The consultant to the steering committee (JC) reported later that initially she felt bewildered and anxious at the sight of so many competent people in the room acting as though they had never before worked on a group assignment. As she struggled to take up her role she found that her interventions needed to be very basic and explicit: to clarify the tasks; to establish realistic time lines; and to identify the necessary roles within the steering group to do this work, including relations with action learning groups.

When it became clear that the state manager might best be deployed in visiting some of the action learning groups, to clarify organisational constraints to their proposals and to reaffirm his support, it was necessary to have another person take the role of chair of the steering committee. The manager of policy and planning (CF) agreed to assume this role, as he had done on prior occasions, but this time he had one of the most disturbing episodes in his work with the organisation. In later discussion he found it almost impossible to understand or describe what had happened. He was an experienced senior manager with well developed group skills who, in the midst of the working laboratory, found himself suddenly bereft of any capacity to focus himself or the steering committee on the tasks at hand. Reflecting on this during the writing of this paper, he wondered whether members of the steering committee had a sub-conscious desire to punish the state manager for not being at the event for the first day and a half, by sending him into the groups to face questions he could not answer, and which may have arisen from the previous sessions. Feeling disturbed about his part in such a dynamic might well account for his difficulty in taking up the authority of the chair, vacated through the process.

Two of the steering committee's tasks were to think about the extent of the competition they wished to generate between action learning groups and the process to be employed in selecting the 'winning' proposals. Such explicit promotion of competition was counter-cultural for this organisation but it was deemed fitting now given the need to prepare the organisation for its movement into a competitive marketplace. The consultant JC kept pressing this point as steering group members voiced concerns that there was not enough time to do justice to the action learning proposals and that people could be hurt and the project damaged if expectations were dashed.

When the state manager returned to the room and resumed his role as chair some decisions eventually were made. The courage was found to have an open selection process led by the state manager and the principal researcher. The members responded to this by producing a high level of competitive bids for projects, which were outlined by team representatives within strict time limits. Working within the competitive environment was stimulating and the steering committee were faced with difficult choices about which projects should be endorsed. There was a lot of enthusiasm generated. At the conscious decision making level, some of the projects seemed to hold synergies that suggested they be brought together. This would allow each of the ideas formed to find expression. This meant at an unconscious level, that the effects of competition were avoided by the merging of some projects so that everyone 'got a guernsey', again reflecting the organisational dynamic of equality for all. Yet one proposal, suggested by a single person, 'fell off the end' of the process by not surviving, nor really becoming amalgamated with any other. The organisation-as-a-whole really didn't know quite what to do with this. It was as if a firm rejection could not be given to anyone. However, in its absense, a firm approval did not seem to be forthcoming either.

Nonetheless, the committee was impressed by the amount of work done by the teams and their capacity to present quite detailed working hypotheses (about the organisation) and possibilities for projects within a short space of time. Learning and efficiency seemed to be occurring together. Was this despite some of the confusion in the steering committee? Was it because others were able to take up their authority in the face of an uncertain management which, however, also gave them a new space and a new organisation-in-experience? Certainly steering committee members found that they still had a lot to learn about working together under pressure. The capacity of members to represent the work of the group-as-a-whole was challenged throughout the event. It was under these circumstances that a new level of judgement and trust was developed. Members had a strong basis on which to judge each other. After the working laboratory, it was not so much that steering committee members trusted each other more per se. However, when differences arose between members in the course of their organisational work, these began to be talked about and resolutions sought through open discussion. For instance, one project led by a member of the steering committee began to proceed without consultation with another member of the committee who had line responsibility for the region within which the project was to take place. This led to difficulties and hostilities in meetings where both were present. Yet it was within the steering committee that they were able to discuss and begin resolving this. It seems that the holding environment of the committee has yet to be extended to the broader environment of the organisation.

The description we have given records one aspect of the working laboratory only. Our focus is on the collaboration for learning. The holding environment was provided, in this instance, by the consultancy to the steering committee. This consultancy was predicated on the laboratory aims and primary task, viz, to explore and study the emergent dynamics of the organisation in relation to the issues facing it in terms of quality work and organisational learning.

The committee, in turn, provided containment for the other groups, through the process for selection of projects which was slowly and painfully developed. When the guidelines were developed, the workteams creatively worked within them. The holding environment for the laboratory as a whole, turned out to be provided by the plenary reflection sessions. These sessions became partly reflective, partly working on here-and-now experience and partly attempts to conceptualise the experience. They provided quite a powerful space, where some members were able to put into words their own organisation-in-experience in ways they had been unable to previously. Most importantly, this work was done openly, in public. For example, one member said, with difficulty and evident courage, that she didn't know how to do business and often felt that she would prefer to remain within a public service that provided her with a secure job rather than have to work within a competitive semi-autonomous body. Furthermore, this really couldn't be said within the organisation given current rhetoric, despite her belief that many felt as she did.

We are increasingly learning from this project that the bringing of ideas, thoughts and experience into the public arena of the organisation is extremely difficult, although believed to be important. We suspect, however, that for such processes to occur successfully the state-of-mind associated with discovery and learning must be engendered. However, this would be antithetical to the state-of-mind associated with the covert politics that underly the defensive 'we are all equal' stance.

Describing the collaborative relations in the working laboratory

Given what we have said, how might the collaboration within the working laboratory best be described? Three sets of dynamics seem relevant to this question.

1. First, we have pointed to the issue of complex authority relations. The working laboratory staff, mainly comprised of the university team, held authority for the working laboratory, yet they were accountable to the steering committee. Moreover, the results of the workteam event - the proposed action learning projects - could only be recommended to the organisation's prime decision making body for implementation. The final decision lay with the organisation. The work of the laboratory was somewhat split, almost in a parallel way to this complex set of authorities. The here-and-now experiential work was led by the university team, with the principal researcher as director. The workteam event was led by the steering committee, with the state manager as chair.

2. Second, although all members of the steering committee had a major interest in the development of a design for working within the laboratory that would advance the work of the project, the university team had a special interest in developing their own capacities to work within such a design. They were interested in designing and implementing a new method of experiential learning appropriate for organisational research, whereas the organisation members were more interested in specific outcomes for the organisation than in methodologies.

3. Third, the plenary sessions that took place on each of the three days and which we have indicated played an important role in the 'containment' of the laboratory dynamics, were led by the principal researcher in her role as director of the working laboratory. A noteworthy dynamic was that both her research associates (JN and JD) had great difficulty working within the plenaries. They rarely spoke and stated later that they were having difficulty thinking about what was occurring. The organisation members of the steering committee were also remarkably different in their engagement. The state manager did not speak in the plenaries, and whilst his male colleagues engaged actively, the two women on the steering committee were relatively silent. Although gender dynamics were clearly involved, it was hard to understand this more fully. Most importantly, on reflection, it was as if an unconscious parallel process was occuring on the one hand between the research associates and their leader, and on the other hand between the organisation members on the steering committee and the state manager. In the case of the university team the associates were silent, whereas in the case of the organisation, the leader was.

How these three sets of issues relate to the collaborative process will be discussed after we have presented some concepts that help throw light on the latter.

Section 3: The Collaborative State-of-Mind

The questions that we wanted to address in this article surround the nature of collaboration. Our interest here is that although the collaborative action research project in which we are engaged has a major research task, that is, a substantive task, the social setting for the research, we believe, is as crucial to the completion of the task as the methods employed in the research.

Types of Relatedness

As the research has proceeded, we have come increasingly to see the process of collaboration as complex. Bion (1970) outlines three types of relatedness between the genius and the establishment: the new idea and the established set of ideas available to a group. These may be relevant to relatedness between any two entities. The three types, taken by Bion from biology, are commensal, parasitic and symbiotic. Commensal relations allow the two entities to develop alongside one another, perhaps sharing some aspect of the environment or the relationship but basically leaving each other alone. Parasitic relations involve one entity subsuming the other in both an instrumental and destructive manner. Symbiotic relations indicate the possibility for creative development of both entities. Each forms part of the environment of the other in such a way that mutual benefit can be derived. Together they form a micro-climate, beneficial to both.

We can think of collaboration in these terms.

1. Collaboration could involve development of the parties in a common climate where each derives benefit from that climate but essentially the two develop independently (commensal). In terms of the collaborative research project, both the organisation and the university might gain from the research occurring. Both might be able to meet their needs within the project, without really affecting what the other is doing.

2. Collaboration might involve the subsumption of the needs of one partner by the other. It might do this to the extend of so using the other, that it's needs become met to the detriment of the other (parasitic relations).

3. Collaboration might involve the development of a mico-climate where the development of one party actively promotes the development of the other (symbiotic).

Alongside this typology of relatedness, we find useful the Weberian distinction between instrumental reasoning and value reasoning (Weber, 1968). A relationship may be forged for instrumental reasons or for reasons of promoting a particular value or set of values. As the initial values of the two parties in a collaborative venture differ, it seems that any collaboration of the symbiotic type will require a renegotiation of values on both sides. This is exactly what would happen were the parties to learn from each other. A merely instrumental relationship might occur within parasitic (destructive) relations, or within commensal (benign) relations. Values may shift as a result of these latter relations, but we suspect that learning would be of a type that simply reinforced past or current prejudices, rather than higher order learning.

Toward an understanding of co-labour

Earlier we described the working laboratory as illustrative of co-labour between the university team and the organisation members. We came to focus on three sets of issues which underly a description of the collaborative relations in the working laboratory: viz., authority relations, interest in methodology vs. interest in outcomes, and, unconscious dynamics (see above). Here we will look again at these three issues, in light of the distinctions we have drawn about different types of relations between organisations.

An hypothesis might be formed that the collaborative relations within the working laboratory were primarily commensal. The evidence would be that first the authority relations illustrated not so much joint as divided authority. Sometimes this felt split, as between responsibilities for the first and second halves of the laboratory; sometimes closer to co-labour, as within the plenaries. Second, the separate interests of methodology vs outcomes seemed to run in parallel. This became closer to a symbiotic relation the more the steering committee took up its responsibility for the overall success of the working laboratory. For example, several of the steering committee members and other members of the organisation worked hard to convince their colleagues that it was worth persisting with the working laboratory at those times when the experiential work became taxing or confusing. Third, both the university team and the organisation members seemed to be working unconsciously on the relations between followers and leaders in their respective groups. This was evidenced in how they were or were not able consciously to take up work in the plenaries. Once again this seems evidence of commensal relations, where both partners work side by side on their own issues, sharing an environment but not necessarily affecting one another greatly.

Looking beyond such initial impressions, however, signs of symbiotic relatedness are also present. In looking at the process of collaboration and in trying to better understand it, we must pose to ourselves the question: what would be evidence of the two organisations learning from one another? Might it be, for example, that the laboratory, or perhaps the project-as-a-whole, is providing a micro-climate within which issues of leadership for both institutions may be worked on at an unconscious level? Might it be that in the presence of the other organisation, each is able to try out new ways of thinking about what leadership means for them? Certainly leadership and its effects have been important for each of the university team (within the team and more broadly in the university), the organisation (at all levels) and the project steering committee. The questions of what is being learned, by whom and from whom are not easily answered, especially when much of that learning is tacit and not easily accessible for reflection. Just as much of what we learn as infants in the presence of our parents is unconsciously internalised, so might much of what organisations learn in the presence of each other occur in ways that are difficult to study.

We are reminded of the many times the university team members have learned about the situation facing the university from drawing parallels between the political and business environments of the government organisation and their own. In particular, the environment of increasing independence from recurrent government monies with an associated pressure to develop full cost recovery programs from a competitive market. This has led both the health sector and the education sector to strategically organise with a stronger customer focus than previously held, and to operationally organise in terms of cost cutting through staff rationalisation, faster 'throughput' and the implementation of flatter management structures. In particular, we have noted the increasing stress and accountability placed on frontline workers who seem to carry the hope for increased productivity, yet who seemed most stretched by the changes. This parallels the increased pressure put on frontline teaching staff at the university who are expected to work with larger groups in shorter timeframes, and yet increase the quality of programs in order to compete with larger more established universities both in Australia and overseas.

Both organisations face these pressures from a traditional value base of professional services, where the professions have had prime authority in deciding what is required for their clients or students. They now face increasing pressures from a variety of stakeholders in the provision of services, not least of which emanate from the needs of industry, itself competing under a free market philosophy. Both organisations contain ambivalence about the changes occuring within them, and contain members who believe that the primary tasks of human service or of education have been compromised quite seriously.

The opportunities for examining the effects of various responses to these pressures have been numerous. Members of the steering committee have reflected, for example, on the uses and abuses of information technology in change processes. In particular, the difference between 'information' given over the electronic mail system and its interpretation by organisation members is vexed. Increasingly the government organisation is moving into a network mode where e-mail and teleconferencing will provide as much interchange as face to face meetings. In line with this, it is apparent that new spaces and forums are required for the expression of organisational experience and for the renegotiation of the roles emergent from the new organisations-in-experience. This need was rather poignantly expressed by one of the regional managers who found himself having to chair a statewide meeting. A statewide meeting employs huge organisational resouces in terms of time and travel, and members expect to get strong paybacks for that in terms of learning from others the broad state of play. This manager felt that somehow he had to conduct things in a way that was right for their current needs, and yet the agenda he had didn't seem to allow for this. Such a mismatch aroused an enormous amount of anxiety in him and he felt responsible for meeting a nascent need, felt but not articulated in the organisation.

Some of the action learning projects that have been developed out of the working laboratory are grappling with these issues. For instance, one project aims at establishing a forum with members from all organisation levels which would meet monthly as a kind of 'listening post' (Khaleelee and Miller, 1985). Another project seeks to develop new ways for workers at farflung units to communicate with one another. Currently they spend many hours travelling long distances between country towns. Yet another is looking at the renegotiation of workloads and roles within units, whilst another project, despite several setbacks, aims at restructuring work teams each with a focus on specific customer groups.

Despite most going ahead, these projects are running into difficulties. This is not surprising. They had their birth in the working laboratory which was itself a radically different forum for the organisation and which provided the opportunity for groups of members to develop a new state-of-mind with respect to their work. Back under the normal pressures of work, the old state-of-mind takes over. A major problem seems to be that the frontline workers, the case managers, are having difficulty committing to the projects because this means more work for them in an already overloaded schedule. This is reflected in the steering committee. When the case manager withdrew, one of her stated reasons was that she felt unable to be absent from her direct frontline work. The paradox is, of course, that the intent of many projects is to improve work practices to make case management easier and of a better quality. Moreover, right now, it feels dangerous to be involved in experiments which could waste time and effort, and at the same time, it feels imperative to make changes because to stay in one place would mean the organisation would not survive. These feelings often underly the ambivalences that members have about the project, and that get acted out.

Our experience in the project described in this paper confirms the need for a suitable ongoing forum where the collaborative process can be continuously renegotiated and monitored. This is important for maintaining good working relations, but it also throws light on the substantive work of the project. Discovering parallel processes in the collaborative partners can aid in the further understanding of how the effects of these processes are differentially handled. Framed in this way, the collaborative partners may come to see their relationship as systemically linked to issues in the organisations that they represent. Focus on the relationship can then be regarded as a tool for understanding broader organisational issues.

We said earlier that learning may occur unconsciously in the presence of the other. It seems to us that collaborative learning occurs when the other is present to us in a state-of-mind compatible with our own - perhaps there is something about the nature of trust in this. Another way of putting this, is that symbiotic collaboration only occurs when the partners can be in the presence of the other, that is, they can bear to listen to each other in a way that makes them available to each other for learning. Moreover, in order for this learning to be available for reflection and further conscious learning, and in order for the collaboration to be linked to the task at hand rather than a collusion around unspeakable dynamics, the collaborative process requires ongoing scrutiny. Finding the space to explore this at both conscious and unconscious levels, we believe, leads to a deepening of the relationship and its possibilities. One of the managers described his experience of the collaboration as having quite a degree of intimacy, yet maintaining a separateness between the two partner groups. This had helped his learning and, as he put it: 'I never did understand what was meant by a strategic alliance. The idea of collaboration seems more real.'


Notes

1. In writing this paper, 'we' refers to Susan Long and John Newton. Our collaborative partners in the writing process have added a lot to the thinking, and have helped us with many details, for which we are grateful. However, we take final responsibility for the views expressed and the perspective engaged is our own.

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