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Need for a new way to develop leaders

Action learning and Action learning has quickly emerged as one of


leadership the most powerful and effective tools
employed by organizations worldwide to
Michael J. Marquardt develop and build their leaders. Companies
such as Boeing, Du Pont, Motorola, Alcoa,
and Nokia have recently turned to action
learning to solve their critical, complex
problems as well as to grow the competencies
and attributes needed by their leaders if they
are to succeed in the twenty-first century.
What has become increasingly clear to
almost every organization is that our new
century demands new kinds of leaders with
new skills. Leadership styles and skills that
The author may have worked in a more stable, predictable
environment of the twentieth century will be
Michael J. Marquardt is Associate Professor, George
inadequate in this new era of uncertainty and
Washington University and Revans Professor, University
rapid change, where we can hardly define the
of Action Learning.
problem, much less engineer possible
solutions.
Keywords Although many organizations continue to
Action learning, Leadership, Management development use a variety of ways to prepare their leaders
(e.g. traditional training programs or business
Abstract school courses), they recognize that the
results are both slow and highly
To be successful in the new global environment, twenty-
unsatisfactory. Why? The main reason
first century leaders must increase their ability to function
appears to be that most management
in seven key roles, namely, as a systems thinker, change
development initiatives focus on isolated
agent, innovator, servant, polychronic co-ordinator,
teacher-mentor and visionary. Action learning has quickly
dimensions of managerial work ± the
emerged as one of the most effective and powerful tools
personality of the leader, professional
in developing the necessary competencies and
competence at specific tasks, or competence
experiences to carry out these roles. In this article, the
in dealing with the organization's culture and
author describes how the elements of action learning (i.e. environment.
real problems, fellow leaders in the action learning team,
Leadership development, as practiced by
a reflective inquiry process, commitment to action, and most corporations and institutions of higher
focusing on learning) contribute to the building of each of learning, according to Dilworth (1996),
these critical leadership skills. ``produce individuals who are technologically
literate and able to deal with intricate
problem-solving models, but are essentially
Electronic access
distanced form the human dimensions that
The current issue and full text archive of this journal is must be taken into account.'' They may be
available at good at downsizing and corporate
http://www.emerald-library.com restructuring, but cannot deal with a
demoralized workforce and the resulting
longer-term challenges. These so-called
development programs provide excellent
technical skills, but the ``social and
interpersonal aspects of the organizations that
largely create the dynamics of corporate
culture are left unattended'' (p. 49).
On the other hand, action learning derives
its power from the fact that it does not isolate
The Learning Organization
Volume 7 . Number 5 . 2000 . pp. 233±240 any dimension from the context in which
# MCB University Press . ISSN 0969-6474 managers work. It develops the whole leader
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Action learning and leadership The Learning Organization
Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

for the whole organization. It also recognizes dynamic networks as opposed to staid,
that what leaders learn and how they learn patterned interactions or relationships
cannot be dissociated from one another, for predicated on one's position in the hierarchy.
how one learns necessarily influences what Isaacs (1993) rightly notes that leaders in
one learns. today's world must shift their perspective
In this article we will both explore what from mechanistic and reductionist ways of
leaders need to learn to be successful in the thinking and action to one which encourages
twenty-first century and illustrate how action attention to the whole. Since the seventeenth
learning is ideally suited to develop these century, managers have operated on the
attributes and skills. premise that analysis of single parts will give
understanding of the whole. This was the
basis of Newtonian physics. Hobbesian
Leadership attributes and skills required policies and Adam Smith's free market
for the twenty-first century economics took their lead from this
mechanistic approach, and Taylor's scientific
As one reviews a wide array of literature and management stressed internal competition,
statements of leading executives from around control, predictability and relativity.
the world (Kanter, 1997; Spears, 1995; Leaders in today's organizations must help
Rhinesmith, 1996; Kotter, 1998; Marquardt, people to see the big picture with the
1999; 2000), seven attributes seem to have underlying trends, forces and potential
emerged as being essential for leading in the surprises. They need to think systematically
twenty-first century: and be able to foresee how internal and
(1) systems thinker; external factors might benefit or destroy the
(2) change agent; organization. The ability to decipher and
(3) innovator and risk-taker; analyze massive amounts of sometimes
(4) servant and steward; contradictory information demands patience
(5) polychronic coordinator; and persistence. Some key elements needed
(6) teacher, mentor, coach and learner; to accomplish this way of thinking include:
(7) visionary and vision-builder. . avoiding symptomatic solutions and
Let us examine each of these attributes and focusing on underlying causes;
look at how action learning can be used to
. distinguishing detail complexity (many
develop them. variables) from dynamic complexity
(when cause and effect are distant in time
1. Systems thinker and space, and when the consequences
Today we are living in an age of intensive over time are subtle);
global interdependence, one where the old
. seeing processes, not snapshots;
Newtonian way of seeing the world no longer
. focusing on areas of high leverage;
fits. Building on the new quantum physics of
. seeing interrelationships, not things;
. seeing that you and the cause of your
the twentieth century, a new model emerges
problems are part of a single system.
where the whole ``organizes and even partly
defines the parts''. Within organizations, the How action learning builds leaders to be systems
new framework requires that we pay attention thinkers
to the relationships between people, to the Action learning is built around a diverse
validity of each person's unique reality, and to group of people (whole systems) asking new
the multiple creative possibilities that exist at and fresh questions so as to gain a full picture
any moment in time. of the problem and its context before
Effective problem solving requires the attempting to solve it. Questions that focus on
ability to be a systems thinker. Senge (1990) examining underlying causes and long-range
and others have forcefully illustrated the solutions, that seek to provide the greatest
critical importance of this attribute for any leverage, that recognize that importance of
leader. Systems thinkers have the ability to see relationships and one's own role in problems
connections between issues, events and data and solutions ± these are the core questions
points ± the whole rather than its parts. asked in action learning. Reflecting on how to
Systems thinking requires the ability of make connections, on how to analyze
framing structural relationships that result in seemingly contradictory data, on how to seek
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Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

new possibilities rather than old answers is an Leaders should continuously look for
inherent part of the action learning process. ``white-space opportunities'' ± i.e. new areas
During action learning sessions, participants of growth possibilities that fall between the
learn how to think in a systematic way and cracks because they do not naturally match
how to handle complex, seemingly the skills of existing business units. They must
unconnected aspects of organizational look for tangible corporate goals or destinies
challenges (Marquardt, 1999). that represent a stretch for the organization.
Often, new ideas are not allowed to occur in
2. Change agent an organization as they might conflict with
Kanter (1985) has long been a prophet existing, established, mental models or ways
relative to the crucial importance of leaders to of doing things. The new leader has the task
be change agents, stating that all leaders must of confronting these existing assumptions
develop an understanding and high degree of without invoking defensiveness or anger. He
competence in creating and managing change or she must be able to surface and test the
so that their organizations can survive. mental models and basic assumptions of
Wheatley (1992) notes how change is the colleagues.
essence of the new global environment, and
How action learning develops leaders to be risk-
new leaders need to order, not control, chaos.
takers and innovators
Since change is the function of leadership,
Action learning enhances the ability to think
being able to generate highly energized
in new and fresh ways about existing reality
behavior is important for coping with the
and problems via critical reflection,
inevitable barriers to change. Just as direction
reframing, and context shifting. Marsick
setting identifies an appropriate path for
(1988) states, ``the capacity to dig below the
movement and just as effective alignment gets
surface layer of perception and examine
people moving down that path, successful
taken-for-granted assumptions and values is
motivation ensures that they will have the
necessary in order to determine whether or
energy to overcome obstacles (Kotter, 1995).
not one is addressing the right problem''. The
How action learning builds leaders to be change inherent synergy of ``comrades in adversity''
agents results in new, fresh questions and generative
McNulty and Canty (1995) remark how creativity. Risk-taking generates numerous
action learning: ``develops the ability to create possibilities and inspires meaningful action.
change and not be afraid to do so. It enables Finally, members must take risks when being
members to see and understand the frank and honest in helping each other learn
concomitant change that is happening inside about themselves.
themselves so that they can do it again with
ever greater facility'' (p. 57). Revans (1980) 4. Servant and steward
adds that ``the action learning process is The words ``servant'' and ``leadership'' are
founded on the concept that one cannot usually thought of as opposites. When
change the system unless one is changed in opposites are brought together in a creative
the process''. The change in the system is and meaningful way, however, a powerful
``action''. The change in the individual is paradox emerges, a paradox that is critical for
``learning'', so that learning to act effectively is leadership success in the twenty-first century.
also learning how to learn effectively. Servant-leadership emphasizes increased
service to others, a holistic approach to work,
3. Innovator and risk-taker a sense of community, and shared decision
Twenty-first century leaders must be willing making.
to take risks, for only through risk-taking can The servant-leader concept was introduced
opportunities for creativity arise (Morgan, in the 1970s by Robert Greenleaf (1977), an
1993). Although everyone is encouraged and AT&T manager for over 30 years. His essay
expected to be creative, it is the leaders who on ``The leader as servant'' has sparked a
can best create this environment, who can radical rethinking of leadership. Influential
challenge the old ways, who can encourage business theorists such as Senge, Vail and
risks as well as protect and encourage those Block cite this attribute as one of the most
whose risks have not been successful. critical for the twenty-first century leader.
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Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

Great leaders, according to Greenleaf, must concentrate on the one that is in their hand at
first serve others, and this simple fact is the time.
central to his or her greatness. True Kiechel (1994) predicts that tomorrow's
leadership emerges from those whose primary managers will need to be simultaneously and
motivation is a desire to help others. Serving consecutively specialists and generalists, team
others ± including employees, customers and players and self-reliant, able to think of
community ± must be the number one themselves as a business of one and plan
priority. Servant-leadership emphasizes accordingly. The new leader is
increased service to others, a holistic internetworked rather than a practitioner of
approach to work, a sense of community, and the old-style, brilliant-visionary, take-charge
shared decision-making power. approach. They will need to possess both
Servant-leaders must be willing to suspend analytic and strategic thinking skills.
their need for control. In order to process In the changing organization with its
multiple levels of experience, they must be increased use of project teams, managers will
able to see their own values, backgrounds and more and more likely be leading and
experiences; and to recognize that thinking coordinating three, five, even up to ten
that one's own background or area of different task-focused teams, each carrying
experience is superior to others can be a fatal out a variety of activities on totally different
flaw. time schedules. The ability to quickly enter
into and become a trusted partner of these
How action learning enables leaders to be servants
teams is a taxing but highly important skill.
and stewards
Similar to the conductor of an orchestra
The learning coach/Set advisor, in many
who enables each orchestra player to play
ways, is a model of the servant-leader. The
their instrument more magnificently, the
roles that are employed by the Set advisor
twenty-first century leader coordinates and
mirrors in a remarkable way the roles of the
empowers many people to perform their best.
servant-leader, namely:
The leader utilizes a repertoire of approaches
. creating opportunities for participants to
and styles to track information, to polish
find their own answers to problems and to
products and services, and to energize people
learn from each other's perspectives,
from within and outside the organization.
successes and mistakes;
. encouraging a climate where participants How action learning builds leaders to be
will both support and challenge each polychronic jugglers
other; Through action learning, leaders recognize
. refraining from displaying one's own the importance of ``carving new paths'', of
knowledge and understanding; living in a state of constant inquiry. They
. challenging individual and group recognize the importance of continually
assumptions; asking questions, gathering information, and
. providing difficult feedback to members; analyzing the situation. Dealing with all these
. asking questions that assist participants in uncertainties is fraught with risks and a
exploring the reasoning behind their willingness to admit the things we do not
assumptions; know, something no one likes to do. Yet, it is
. acknowledging mistakes publicly and at those times when we are overwhelmed with
framing them as learning experiences. possibilities and things do go wrong that we
achieve our greatest accomplishments.
5. Polychronic coordinator Revans cites how the great successes at the
Twenty-first century leaders will need to be Cavendish Laboratory occurred when the
able to manage and integrate many things at scientists admitted and shared their ``bloody
the same time, i.e. to be polychronic ignorance''. Handling problems and
coordinators. They must also be able to work coordinating confusions is what leadership is
collaboratively with many others, often in all about and is what action learning develops
unfamiliar settings on unfamiliar problems in the Sets.
(quadrant 4 of action learning). They will be
required to have the dexterity to focus on the 6. Teacher, mentor, coach and learner
big picture as well as the details. And while Jacques (1989) asserts that leaders must have
juggling 50 balls at once, the leader can the ``learning how to learn'' skill, the
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Action learning and leadership The Learning Organization
Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

opportunity to learn, and the capacity to All members of the Set, not only the learning
learn. Marsick (1987) notes that top coach, are encouraged to assist fellow
executives seldom take the opportunity to members in the learning process. Thus
learn through organized learning programs, learning constantly occurs in action Sets as
yet must continually learn to remain members reflect on their thinking, their
successful in their positions. Self-learning is interactions, and their learnings.
critical to executive success. Dechant (1990) Leadership coaching and enabling skills are
discovered in her research that the ability to continuously enhanced and developed in the
learn might be the ``most salient'' competency Set. Members help the client identify the true
for leadership. And no task is more important problem and assist him or her in developing
for the new leader than encouraging and possible actions to take in resolving it. They
inspiring learning! seek to empower the client to take
Tichy and Cohen (1997) note ``the scarcest ``appropriate levels of responsibility in
resource in the world today is leadership discovering how to develop themselves''
talent capable of continuously transforming (McGill and Beaty, 1995).
organizations to win in tomorrow's world''. Mentoring is also developed in action
Thus, for companies to survive in the future, learning Sets through the process in which the
they must become not only learning members enable the presenters to work
organizations, but also teaching through their issues. As a presenter, the
organizations. Everyone, especially leaders, person also gains an understanding of what it
must pass his or her learning on to others. In is like on the receiving end of mentoring.
teaching organizations, leaders see it as their
responsibility to teach, coach and mentor so 7. Visionary and vision-builder
that people throughout the organization are Finally, the twenty-first century leader must
developed to efficiently and effectively apply be able to help build the company's vision and
knowledge to the business of the organization. to inspire workers, customers and colleagues.
Since learning is critical for the success of the The leader must envision together with his or
business, leaders find ways for their people to her fellow employees the type of ``future
do it every day. world'' the company desires, one that is
Great leaders are great teachers and co- exciting and challenging enough to attract
learners. Institutions that succeed over the and retain the best and brightest of know-how
long term do so because they continuously
workers. To the extent that the leader is truly
regenerate leadership at all levels (not just
able to build a shared, desired picture for the
because of their core competencies or use of
organization or unit, to that extent are people
modern management tools). Twenty-first
willing and committed to carry out the vision.
century leaders will thus be involved in
Leaders should attempt to:
building ``information structures'' as well as . blend extrinsic and intrinsic visions;
infrastructures. . communicate their own vision and ask for
Leaders look for creative ways to find
support;
teaching and learning opportunities; they try . encourage personal visions from which
to turn every interaction with their people into
emerge shared visions;
a learning and teaching event and often set . keep visioning as an ongoing process.
aside time to teach leadership outside of
scheduled activities. The leader should be a Kotter (1996) makes the following distinction
devoted learner him-/herself, one who takes between the manager and the leader:
time to learn and demonstrates a love for Leadership is about setting the direction, which
learning. Practicing action learning, taking is not the same as planning or even long-term
planning. Planning is a management process,
risks, seeking innovative answers, and asking
deductive in nature and designed to produce
fresh questions all exhibit solid learning orderly results, not change. Setting a direction is
practices and skills to employees. more inductive. Leaders gather a broad range of
data and look for patterns, relationships and
How action learning develops leaders to be
linkages that help explain things. The direction-
teachers, coaches, mentors and model learners
setting aspect of leadership does not produce
A primary focus of action learning is to learn plans; it creates vision and strategies. These
and to develop the individual's, the team's, describe a business, technology, or corporate
and the organization's capability for learning. culture in terms of what it should become over
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Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

the long term and articulate a feasible way of Action learning creates the conditions in
achieving this goal. which managers learn from their own
The ability to conceptualize complex issues experience in a real-life problem, helped by
and processes, simplify them, and inspire and helping others facing similar situations.
people around them is essential for the Developing the two key skills of problem
twenty-first century leader. Charisma may be solving and personal development is part of
helpful, but it is much more important to lead the same learning process ± in the sense of a
through a caring confidence in the people for manager actually changing the way he or she
whom you are a ``steward''. Leaders create manages ± and is based on reality.
stories about the future of their organizations. In action learning Sets, managers submit
These stories create a case for change, a vision their actions to the constructive scrutiny of
of where the organization is going, and an persistent but supportive colleagues. Through
understanding of how to get there. this process of enforced self-revelation,
managers are able to get in touch with why
How action learning creates visionary leaders they say the things they say, do the things they
Often, action learning sets are challenged with do, and value the things they value. The
a problem in which initially no one knows managers also begin to transcend a self-image
towards which direction to steer. Yet through that is falsely built on the assumption that
the process of sharing ``bloody ignorance'', their actions are entirely congruent with their
the group begins developing a vision of where espoused intentions.
they need to go to solve the problem. Ann Action learning creates conditions in which
Brooks (1998) notes how action learning managers learn from their own experience of a
builds leaders who ``metaphorically speaking, real-life problem, helped by and helping
have the capacity to find a new and better others in a similar or dissimilar situation. A
path through the jungle, rather than be the manager actually changes the way he or she
first one down a path that already exists'' (p. manages based on reality. The focus of action
53). Learning how to conceptualize complex learning is on learning about the process of
issues is a skill gained through action learning. managing change by actually managing an
Creating visions, particularly shared vision, organizational change. It stresses the
occurs frequently in action learning Sets as importance of learning about self and the
the members develop system-oriented, influence that our attitudes and assumptions
holistic resolutions to complex problems. have on how we lead and make decisions.
Trying to get people to comprehend a Mumford (1995) believes that action
vision of an alternative future is also a learning is so effective because it incorporates
communications challenge of a completely the following element necessary for training
different magnitude than organizing them to managers:
fulfill a short-term plan. It is much like the . Learning for managers should mean
difference between a football quarterback learning to take effective action; this is the
attempting to describe to his team the next focus of action learning. Acquiring
two or three plays versus him trying to explain information and becoming better in
to them a totally new approach to the game to diagnosing and analyzing have been
be used in the second half of the season. overvalued in traditional management
Action learning gives people the skills of development programs.
understanding and preparing such a vision of . Taking effective action necessarily
the future. involves actually taking action, not
recommending action or undertaking an
analysis of someone else's problem.
Action learning provides real-life . The best form of action in order to learn
conditions faced by managers is by means of working on a specific
project or an ongoing problem that is
In the real world of work, learning for most significant to the managers themselves.
managers generally occurs from the process of . Managers learn best with and from each
doing a job. However, for most managers, other.
learning is rarely identified beforehand as an . As ``colleagues in opportunity'', managers
opportunity, nor do managers know how to can share problems on which to take
tap these learning opportunities. action.
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Action learning and leadership The Learning Organization
Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

. In action learning, the people providing Prior to 1986, GE's leadership programs
help are crucially different than consisted primarily of lectures, case studies,
inexperienced professors found in many computer simulations and outdoor activities.
management training programs. Curriculum included modules on leadership,
. Rather than being taught through case teamwork, global competition, and business
study or simulation, participants in action strategy. The program ended with an
learning learn from exposure to real integrating activity that synthesized these
problems and to each other's insights. various themes. CEO Jack Welch soon
recognized, however, that leadership learning
was not sufficiently intense and impactful in
Flexibility and universalism of action developing the new GE leaders. GE therefore
learning ``courses'' decided to move from a model that was based
on individual cognitive learning to one that
Action learning can be effective in developing was based on action learning, involving real
leaders in all fields of endeavor, in all cultures, problems, real team challenges, and real risks.
and at all levels because it is so flexible and GE leadership programs now have four key
adaptive. The process respects and builds objectives, each of which was deemed to be
upon each person's independence and best achieved through action learning:
experience. It is less structured because it (1) Enable participants to learn, apply and
responds to the variety of managers and receive feedback on business concepts
problems on which it draws. It has no syllabus and skills applied to real GE business
of its own, no textbooks and few classrooms. issues.
It makes its own use of teachers and (2) Provide help on important issues to GE
professional staff. It is a self-guided course of businesses.
education which is unique to each manager (3) Help participants develop leadership and
and his or her problem, for ``never again will team skills essential to leading and
the same problem with the same set of working in high-performing,
characters meet in history'' (McNulty and multifunctional business teams.
Canty, 1995). (4) Assist participants in developing personal
The questioning insight of action learning action plans for applying new business
becomes a way of life for leaders who have and leadership skills in their work
grown and developed through action learning settings.
programs. Action learning graduates have a
greater aptitude to listen, to negotiate, and to Action learning teams are built around GE
resolve conflict, to stand tall in the ``face of problems that are real, relevant, and require
change''. This ``habit of seeking insight'' decisions. Formats may vary, but typically,
about oneself is the most basic source of two teams of five to seven people who come
learning for all leaders. Our character cannot from diverse businesses and functions within
be taught, but must be learned. Academic GE work together on the problem. Before the
programs have difficulty in applying what is course begins, GE staff work with the
learned back at work. In action learning that businesses being studied to define the issues
lesson is learned as the program progresses. and compile a dossier of pertinent market,
customer and financial information on each
issue that the participants review as they begin
Action learning and leadership the program.
development at General Electric

Hundreds of organizations around the globe, The power of action learning in building
including Unilever, Skandia, BASF, Volvo, tomorrow's leaders
Johnson and Johnson, Asea Brown Boveri,
BHP, and Singapore Airlines have Action learning has the power to provide both
incorporated action learning into all of their the best content (what) and the best
leadership programs. Perhaps the best known methodology (how) for building the vital
and longest existing of all action learning- attributes of leadership for the twenty-first
based leadership programs is that of General century. Leadership is built on the premise
Electric. and expectation of getting things done. To
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Action learning and leadership The Learning Organization
Michael J. Marquardt Volume 7 . Number 5 . 2000 . 233±240

take effective action is an essential task. Kanter, R. (1997), Frontiers of Management, Harvard
Action learning programs introduce real-life, Business School Press, Cambridge.
real-time practice of those skills. And it Keichel, W. (1994), ``A manager's career in the new
focuses on the learner/leader, and not just the economy'', Fortune, Vol. 129 No. 7, pp. 68-70.
Kotter, J. (1995), ``Leading change: why transformational
tasks to be undertaken by the learner/leader.
efforts fail'', Harvard Business Review, Vol. 73 No.
For over 50 years action learning has been
8, March-April, pp. 50-56.
employed to develop leaders all over the Kotter, J. (1996), Leading Change, Harvard Business
world. Leaders developed at the same time School Press, Boston, MA.
that productivity and performance improved, Kotter, J. (1998), ``21st century leadership'', Executive
be it in India or Israel, England or Egypt, Excellence, Vol. 15 No. 5, pp. 5-6.
Melbourne or Milwaukee. In all these and McGill, I. and Beaty, L. (1995), Action Learning: A
thousands of other places around the world, Practitioner's Guide, Kogan Page, London.
McNulty, N. and Canty, G. (1995), ``Proof of the pudding'',
action learning has helped develop strong
Journal of Management Development, Vol. 14
leaders who have made the workplace a
No. 1, pp. 53-66.
learning environment where quality and Marquardt, M. (1999), Action Learning in Action, Davies-
success and joy abound. Black, Palo Alto, CA.
Marquardt, M. (2000), Global leaders for the 21st century,
SUNY Press, Albany, NY.
Marsick, V. (1988), Learning in the Workplace, Croom
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