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Roles, Voices, Heritage and Generativity Three

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The Bank of America was responding at that time in large part to the threat of East Coast banks moving into the California market. This values-oriented project never seemed to get much traction in the Bank of America, though the outcomes of this values-based project were helpful in our one-on-one coaching engagments – as executives in B of A explored their own reasons for working in this organization. This project illustrates the way in which Generativity Three can be engaged through the use of consulting and coaching processes that lead to the clarification of values inherent in personal, and organizational histories.

One of our four Featured Players, Dale, describes a similar act of Generativity Three when faced with the challenge of preserving organizational values. He offers a much more successful example than the Bank of America:

“I am struck by one thing that happened to me late in my work career that made a significant difference for my company. I was asked to head an office of business conduct and ethics by the president and chairman of the company. That came about because some senior employees did some bad stuff, and the company was really in trouble in an area that was significant. This prompted the chairman to create the office, and he asked me to head it. I had no idea how to proceed. I looked across the country to determine whether there were any models and found a few that were just starting. This was in 1990-91. I had conversations with some company executives to find out how to get started.”

Dale speaks about moving beyond concern for value-misalignment to concrete generative actions:

“I then met with a law professor. We struck up a friendship, and out of that I created a management program and system for my company on how to conduct ethics training. We put about 800 executives through a four-day experiential workshop. I also created a safety net for myself and whistleblowers that resulted from some work that I did with professors at Harvard and Bentley College. Whistle blowers usually got fired, so the eight of us created national standards to protect them.

I considered the ethics office as my “last best job,” because what if I found that the chairman was cooking the books? Enron would later be a good example of that. The safety net I created said that I would be responsible for reporting the corporation’s state of ethics to the Audit Committee of the Board of Directors without the presence of the chairman. This became part of the responsibilities of the job, and the chairman endorsed the idea. I was responsible for giving a written and oral report to the Audit Committee. Then, the report was given to the full board and the chairman and president. As it relates to honoring and sustaining traditions, this example is something that I initiated. I believe the processes and standards lasted well after my retirement from the company.”

In Dale’s narrative, we see not the historical orientation of the Bank of America initiative nor the intentional introduction of a values proposition but, rather, the confrontation of ongoing ethics violations that seemed to bring the fundamental values of Dale’s organization in clear relief. His generative actions and those of his colleagues apparently led to some sustained changes that brought his organization more in alignment with its best traditions. It is this type of immediate response to a critical moment in the life of an organization or community that might best illustrate the power of effective Generativity Three leadership.

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