The PERICEO Tool: Teams and Organizations, Develop Your Capacity for Collective Intelligence

by Robert B Dilts, Elisabeth Falcone, Isabelle Meiss

Overview

Over the past several years, a team of consultants from the Dilts Strategy Group has conducted a research project to model the key success factors—“the differences that makes the difference”—required to increase the capacity for Collective Intelligence within groups and organizations. The purpose of this study was to identify the latest trends and principles applied by successful teams and organizations to raise their level of Collective Intelligence in order to address the challenges and take advantage of the opportunities in the today’s economic environment.

This book is the story of that adventure, which was itself the expression of a collaborative spirit. That adventure culminated in the development of a Collective Intelligence assessment processes – called the PERICEO Tool – that can allow any team or organization to evaluate and augment its degree of Collective Intelligence.

This book itself was formulated and co-written, applying the processes of Collective Intelligence. Through it, the authors aim to share their discoveries and encourage readers from all walks of life to explore and better understand this important and fascinating topic. As co-author Robert Dilts states: “The ability of teams and organizations to foster the conditions for creating a genuine Collective Intelligence is one of the main challenges of our time.” This book offers many important insights for how to identify and implement the key success factors that help groups and organizations perform beyond their expectations.

Product Details

ISBN-13:	9781947629189
Publisher:	Dilts Strategy Group
Publication date:	03/25/2019
Sold by:	Barnes & Noble
Format:	eBook
Pages:	108
File size:	6 MB

About the Author

Robert DILTS has had a global reputation as a leading coach, behavioral skills trainer and business consultant since the late 1970s. A major developer and expert in the field of Neuro-Linguistic Programming (NLP), Robert has provided coaching, consulting and training throughout the world to a wide variety of individuals and organizations. Together with his brother John, Robert pioneered the principles and techniques of Success Factor Modeling; he has authored numerous books and articles about how they may be applied to enhance leadership, creativity, communication and team development. Robert's recent book series on Success Factor Modeling identifies key characteristics and capabilities shared by successful entrepreneurs, teams and ventures. Next Generation Entrepreneurs (2015) presents models, tools, exercises, illustrations and case examples - of both world famous and everyday entrepreneurs - in order to help readers understand how to build a "Circle of Success" and create a business aligned with their life purpose. Generative Collaboration (2016) helps people to increase their capacity for working effectively together with others and to experience the excitement, satisfaction and power of collective intelligence. Conscious Leadership and Resilience (2017) sup- ports people to become increasingly authentic, emotionally intelligent, purposeful and responsible, and to create teams and ventures that are more productive, ecological, sustainable and fun. His book Visionary Leadership Skills draws from Robert extensive study of historical and corporate leaders; it presents the tools and skills nec- essary for "creating a world to which people want to belong ". Alpha Leadership: Tools for Business Leaders Who Want More From Life (with Ann Deering and Julian Russell) captures and shares the latest practic- es of effective leadership, offering approaches to reduce stress and to promote satisfaction. From Coach to Awakener provides a road map and set of toolboxes for coaches to help clients reach goals on a number of different levels of learning and change. The Hero's Journey: A Voyage of Self Discovery (with Stephen Gilligan) s about how to reconnect you with your deepest calling, transform limiting beliefs and habits and improve self-image. Robert's recent book series on Success Factor Modeling identifies key characteristics and capabilities shared by successful entrepreneurs, teams and ventures. Next Generation Entrepreneurs (2015) presents models, tools, exercises, illustrations and case examples - of both world famous and everyday entrepreneurs - in order to help readers understand how to build a "Circle of Success" and create a business aligned with their life purpose. Generative Collaboration (2016) helps people to increase their capacity for working effectively together with others and to experience the excitement, satisfaction and power of collective intelligence. Conscious Leadership and Resilience (2017) sup- ports people to become increasingly authentic, emotionally intelligent, purposeful and responsible, and to create teams and ventures that are more productive, ecological and sustainable. Robert was an associate professor at the ISVOR Fiat School of Man- agement for more than fifteen years, helping to develop programs on leadership, innovation, values and systemic thinking. From 2001-2004 he served as chief scientist and Chairman of the Board for ISVOR DILTS Leadership Systems, a joint venture with ISVOR Fiat (the former corpo- rate university of the Fiat Group) that delivered a wide range of innova- tive leadership development programs to large corporations on a global scale. A co-founder of Dilts Strategy Group, Robert was also founder and CEO of Behavioral Engineering, a company that developed computer soft- ware and hardware applications emphasizing behavioral change. Robert has a degree in Behavioral Technology from the University of California at Santa Cruz.
Elisabeth FALCONE is a trainer, consul- tant, coach and facilitator. Her passion is creating bridges between individuals and groups. Her mission is to help both groups and in- dividuals to get to the best of themselves, boosting their performance and fulfilling their calling. Elisabeth began her career as a management supervisor in national and international groups, enabling her to understand the overall functioning of big organizations and the various "levers and brakes" involved. She has always been passionate about human and social sciences and neurosciences. She worked extensively in sectors with marked diversity - intercultural, gender, generational equity, disability, etc. Believing that the greatest strength and weakness of any organization is its hu- man capital, Elisabeth has created a venture called The HR Difference, in response to an emerging need in our society: the fulfillment of each for the happiness and benefit of all. The venture, based in the south of France, has set itself the mission of renovating the entrepreneurial spirit, in which profit becomes a means of contributing to the progress of a more humane, peaceful and respect- ful society committed to the common good. How? Assisting individuals and organizations with issues related to: * Collective Intelligence. * Diversity. * Conscious Leadership. * Personal development. * Happiness at work. Through training, coaching, facilitation and consulting. Elisabeth is also a writer, lecturer and trainer, and has collaborated with different partners who share the same vision and commitment, including Dilts Strategy Group and Vision 2021, of which she was a co-founder. She is a partner approved by the Dilts Strategy Group in France. Her professional qualifications include: * Coach - Associate Member, French Coaching Society. * NLP Master Practitioner and Trainer - Society of NLP. * Certified Facilitator of Collective Intelligence (SFM2) and Con- scious Leadership (SFM3) by Robert Dilts - Member of the Dilts Strategy Group Leadership Team. * Certified in Generative Consulting - I.A.G.C.
Isabelle MEISS is a consultant, coach and facilitator. Her passion: The dance of human rela- tions Her mission: To contribute to the develop- ment and the expression of interpersonal skills to create successful collaborations that make sense to individuals and orga- nizations. For more than 25 years, Isabelle has contributed to streamlining the flow of information in B-to-B communication (including sectors such as: NICT, Audit and Consulting, HR, business law, and construction). In particular, through her work as a leadership communications manager (EMC - today Dell-EMC) and senior consultant, she has managed corporate communication projects relating to the different phases of corporate life-cycle and trained experts and managers in media relations. Integrating her work experience with other professional trainings, Isabelle assists individuals and organizations to improve their capacity for well-being and collaboration. She has been coaching since 2006 and, since 2010, has been assisting individuals, teams and organizations in change management, by facilitating their communication and helping them to manage and develop better relationships and collaboration through: * Individual and collective coaching of experts, managers, startups, teams, trainers and graduates. * Facilitation of groups and teams to support change. * Development of relational skills. * Support in management of communication and press rela- tions projects. Isabelle also works as a professional translator and has translated into French, in collaboration with a colleague, Robert Dilts' book series Success Factor Modeling: Next Generation Entrepreneurs, Generative Collaboration, and Conscious Leadership and Resilience. Isabelle considers life itself to be a journey of learning, empowerment and evolution. Innovation and human relationships energize her as well as the pleasure of the renewed discovery of others during interactions. Convinced that individuals can enrich themselves through their differences and collaboration, she contributes to building bridges by promoting the expression of the best of each person in contexts that support evolution and transformation. Isabelle works in collaboration with complementary partners and sponsors, including the Dilts Strategy Group; Ambroise conseil, a guid- ance and consulting agency specialized in developing innovation and people (www.ambroiseconseil.com); Mozaïk RH, the first French recruitment and human resources consultancy agency dedicated in promoting diversity (www.mozaïkrh.com); and Mute et Sens, a multidisciplinary ecosystem of experts serving the transition (www.muteetsens. org). She is also coach for the EASME - Executive Agency for SMEs - Set up by the European Commission (www.ec.europa.eu/easme/en); an active member of Vision 2021; and Com'unique l'authenticité, an association that has since 1996 been promoting approaches that facili- tate knowledge and self-expression in the relationships, relying notably Non-violent Communication (www.com-unique.org). Professional qualifications: * Facilitating Collective Intelligence certification by Robert Dilts (2014), Career Change Check® coach accreditation by Promove TM (2012), young people coach certification by Elevatio (2010), NLP Master Practitioner certification by Society of NLP (2006), coach of business certification by FES ( 2006). * Trainings in trainer profession (Demos,2011), skills assess- ment (Ambroise Conseil, 2012), systemic of organizations in change with Henry Roux de Bézieux (2007), communi- cation and human relations consulting (AC and Associates multidisciplinary Cycle 1991-1995). * Non-Violent communication (NVC) practitioner since 2003. * Master in applied foreign languages for business and inter- national affairs (English - Spanish) - Faculty of Letters and Human Sciences Besançon (1986). Isabelle has danced since her childhood, practiced Qi Gong since 2002 and participated in Long hikes since 2010

Table of Contents

Acknowledgments 1 Preface 3 Introduction 7

1- The Basic Principles of Collective Intelligence 9

1.1 Resonance - Synergy - Emergence 10

1.2 Intention 11

1.3 C.O.A.C.H.state and C.R.A.S.H. state 12

1.4 Holons and holarchies 13

1.5 Ego and soul 14

1.6 Aligning the logical levels (The Dilts Pyramid) 14

1.7 Vision - Mission - Ambition - Role 16

1.8 Modelling 16

1.9 Scorecards as a Modeling Tool 18

1.10 Framing 19

1.11 Dynamic Teaming and Revolving leadership 19

1.12 Meetings with Delegated Functions (Réunions Déléguées) 22

2 - Our approach: Synergy of three perspectives (Disney's Imagineering strategy) 23

2.1 The Dreamer 27

The aims of the study, our ambition 28

2.2 The Realist 29

a. The organization 31

b. The working community 32 

c. The selection process 33

d. Putting the study into practice:Climbing the Collaboration Spiral. 35

e. The emergence of the tool 37

2.3. The Critic 41

a. Feedback and constructive criticism from business partners 41

b. Feedback and constructive criticism in collective workshop 44

2.4. What we learned from out own collective work 46

3 - The Tool: Process and representation Key Factors 48

3.1. Key Factors for Vision (Purpose) 50

3.2. Key Factors for Identity 51

3.3. Key Factors for Values and Beliefs 52

3.4. Key Factors for Capabilities 53

3.5. Key Factors for Behaviors 54

3.6. Key Factors for Environment 55

Conclusion 56And now? 

57Afterword 58

 

Appendices

A0. Presentation of the Dilts Strategy Group (DSG) and the "Success Factor Modeling" (SFM ) 61

A1. Presentation of co-authors and illustrator 66

A2. Presentation of Formation Evolution and Synergy 75

A3. Presentation of VISION 2021 77

A4. Charter and ethical code for the PERICEO project 80

A5. Ethical Code of the Collective Intelligence Intervention

for the consultants involved in the project 84

A6. Questions for PERICEO interviews 86

A7. The PERICEO training program 89

Bibliography 92