Reflections on an Action Learning Intervention

In my previous post I described an action learning intervention undertaken by Dr. Rod Waddington to overcome a toxic workplace within the education sector in South Africa.   What I would like to do now is share some reflections on this discussion.

Action learning intervention – overcoming narcissism

If we look at narcissistic managers, we can readily see that the underpinning values of such a manager are in direct opposition to those of action learning – the former involves destruction of agency, abuse, divisiveness, exclusiveness, resistance to ideas from managers and staff and an autocratic style of management.  Action learning, in contrast, involves increased agency,  mutual respect, collaboration, inclusiveness, openness to ideas from managers and staff and a participative style of management.

While the narcissistic manager creates divisiveness through blaming, favouritism and exclusiveness, action learning overcomes this “divide and conquer” approach through the power of collaboration built through mutual respect and inclusiveness.

The contrast in values described above reinforces the need to undertake an organisation intervention designed to embed a new set of values.  In the action learning intervention discussed previously, the participant managers undertook a “values advocacy campaign” – designed to replace the existing demeaning value set with values that enrich the working environment and nurture engagement, creativity and commitment.

Agency and responsibility

In an earlier discussion, I emphasised how agency supports mental health by giving people a sense of control over their work environment and how their work is done.  In a toxic environment, agency is destroyed through micromanagement and the pursuit of control over managers and their staff. Action learning, on the other hand, builds agency 

However, when you enable agency, managers have to take up the responsibility that goes with it and this requires conscious effort to build managerial confidence.  Action learning is one way to do this.  Evaluations of action learning programs consistently demonstrate that managers grow in confidence about their authority and their capacity to exercise their responsibility and to be accountable.

In the action learning intervention discussed previously managers moved from a state of helplessness to being more assertive and proactive – thus demonstrating their increased sense of responsibility and empowerment.

In these reflections, I have focused on the need to address the differences in values between action learning and narcissistic managers who create a toxic environment.  In the next post, I will explore how mindful meditation could be integrated into the action learning intervention to grow mindfulness and enhance the outcomes from the organisational intervention.

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Overcoming a Toxic Work Environment through Action Learning

Dr. Rod Waddington, PhD, recently published an article about his doctoral research which incorporated action learning as a central intervention.  His article, Improving the work climate in a TVET [Technical & Vocational Education} college through changing conversations, tracks his intervention as Human Resource Development (HRD) Manager in a college in South Africa that had five campuses.

Organisational toxicity and its impacts

The college was characterised by a toxic workplace that resulted in both physical and psychological problems for employees, both managers and staff.  Rod discussed the toxicity of the organisation in terms of the “toxic triangle” described in the article by Padilla, Hogan & Kaiser, The toxic triangle: Destructive leaders, susceptible followers, and conducive environments.

Rod was then able to address the three elements that contributed to toxicity in the college – toxic leaders, toxic followers and a toxic organisational context (systems, processes and procedures that enabled toxicity to develop and grow).  Toxic leaders were identified as displaying narcissistic tendencies and traits in that they micromanaged, abused and bullied staff, failed to address poor behaviour (in part, because of favouritism), threw tantrums and undermined engagement, productivity and wellness of managers and staff.

The Action Learning Group

Rod was able to create an action learning group (action learning set) comprising a representative group of nine managers who managed campuses and reported to the Corporate Centre where the HRD manager worked.   His description of this approach to organisational intervention was in terms of engaging people who were directly impacted by, and were contributeding to, the toxic organisational environment:

I had to learn to adopt an inclusive, participative, democratic paradigm to guide a bottom-up approach.  I thus recruited other managers as participants, co-researchers and change agents to constitute an action learning set. (p.9)

The Action Learning Process

Rod chose to use a process of drawing and story telling to capture the experiences and feelings of the managers who formed the action learning group.  He provided a large calico sheet for them to draw on and space around a central drawing of a river which symbolised the flow of events and the connectedness and interdependence of the group members.

In the first instance, the managers in the participating group were invited to identify events that contributed to their experience of trauma and stress.  The invitation to draw and use colours and shapes engaged their right brain and moved them away from their usual mode of thinking – thus providing some sense of safety in exchanging information that was self-disclosing and uncomfortable, leaving them vulnerable.

The story telling or narrative that followed the drawings enabled the managers to articulate what they each had been feeling for a long time but that they had denied, submerged and kept hidden from others.  The process gave them permission to be honest in their communication with each other because it helped them to realise that they were not alone in their experience of personal hurt and dissatisfaction.

The participating managers identified different feelings – a strong sense of abandonment through lack of support, devalued because they were not listened to, dehumanised because they were verbally abused and hopelessness because there was no positivity or direction provided.

In a second round of drawings, the managers were asked to develop a picture of a changed workplace which incorporated the values that had been denied through the toxicity of the work environment.  This second drawing enabled the managers to tap into a sense of empowerment and hope that they could create an environment conductive to improved personal physical and mental health and to the development of an organisation characterised by wellness and mutual respect.

Outcomes of the Action Learning Process

Participants started to admit their own feelings as well as the part they themselves played in perpetuating the toxic environment.  This growth in self-awareness enabled them to move from helplessness and self-blame to take up the “agency and responsibility” offered to them through the action learning process.  In this way, they developed skills in self-management.  Hence, the intervention overall enabled the development of managerial agency for the participant managers.

The focus of conversation amongst the managers moved from negative thoughts and stories to discussion focused on hope and aspiration.  A key outcome was the development of a sense of responsibility, not only for their own area of responsibility but also for the organisation as a whole.   This was reflected in the managers’ agreement to initiate a “values campaign” in their areas of responsibility based on five core values –  inclusiveness, participation, trust, empowerment and consultation.  They developed an agreed format for posters to be used as part of this “values advocacy”.

Through the processes of drawing, sharing and reflecting, participants built trust in each other, changed their mind-sets, developed better coping skills and increased resilience as proactive change managers.

The action learning process and the development of mindfulness

The action learning process enabled the participant managers to grow in mindfulness – becoming increasingly aware of themselves and the impact of their thoughts, feelings and behaviour on their organisational environment.  Along with this increased self-awareness, they developed enhanced self-management skills, taking up responsibility for shaping their work environment and becoming more assertive in communicating and pursuing their own needs and those of their staff.

The participant managers were able to develop awareness through a clear focus on improving a toxic work environment and doing so in a non-judgmental way, moving from self-blame and blaming others to acting to improve the situation for all who were experiencing the pain and suffering resulting from organisational toxicity.  So, they were motivated not only to remove their own pain and suffering but also that of others affected by the work environment. This then reflects compassion , a key feature of emotional intelligence and mindful leadership.

[Note: Dr. Rod Waddington published the abovementioned article with co-author, Leslie Wood, Research Professor, Faculty of Education Sciences, North-West University, South Africa.]

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Action Learning and Mindfulness: Admitting What We Do Not Know

In the previous post, I  explained how action learning and mindfulness shared the goal of building self-awareness – drawing on the work of Professor Reg Revans and Emeritus Professor Jon Kabat-Zinn.

On the surface, mindfulness and action learning would appear antithetical – mindfulness involves being still, present in the moment and internally focused; action learning involves taking action to create future improvements in an external situation.   The more you explore the nature of mindfulness and action learning, the more you realise how much they have in common and how they are complementary, interdependent and mutually beneficial for workplace mental health.

Both action learning and mindfulness develop trust in the workplace, enable agency, build personal capacity, value honesty, engender confidence and build resilience.  A key aspect that they have in common is encouraging us to admit what we do not know – an admission that is the foundation for acquiring new knowledge.

Action learning and admitting what we do not know

Reg Revans , the father of action learning, in an interview in Brisbane in 1990, spoke about the need to develop “questioning insight” to be able to deal with the complexity of reality.  He maintained that we cannot rely on what we know, nor the knowledge of experts, but we need to admit what we do not know and ask fresh questions.  Of course, this stance attracted the ire of university professors because it questioned their position of being the fountains of knowledge.

Reg recalled his days working as a physicist in the famous Cavendish Laboratory in Cambridge University, before he became a Professor of Management.  At the time, they had 10 Nobel Prize winners at Cavendish.  Reg stated that these great intellectuals had a weekly seminar that you could participate in only on the condition that you were willing to share what you did not know.  Lord Rutherford, for example, would turn up and state how impressed he was with his own ignorance.

Reg suggested that admitting what you do not know, rather than trying to convince others of how much you do know, is the beginning of learning and the road to wisdom.  He argued that “expert knowledge is necessary but insufficient” and does not equip us with how to deal with new conditions that are complex, uncertain and/or ambiguous.

Reg also pointed out that action learning puts the first emphasis on “what you do not know” and then explores how to address this ignorance.  He maintained very strongly that:

If I run away with the idea that I understand everything there is because I am expertly qualified, I’m not only going to get into trouble, but people around me too.

Action learning, then, is about framing the right questions to explore arenas of new knowledge and understanding, when confronted with conditions of uncertainty.  It is about exploring ignorance, not boasting about how much we know.

Mindfulness and admitting what we do not know

Jon Kabat-Zinn, in an interview with Krista Tippett, explained that much of our learning at school is about “thinking” and ways to understand things with our minds.  Education at school often does not equip us to tap into our creative capacities because creativity requires stillness and silence, not the ferment of mental exertion- argument and counter-argument.

Jon stated that we need to balance out thinking with other capacities such as imagination and that creativity comes out of heightened awareness – preceded by not knowing or understanding.  He argued that thinking can get in the road of creativity:

So rather than just sort of keeping tabs of what we know, it’s really helpful to be aware of how much we don’t know. And when we know what we don’t know, well, then that’s the cutting edge of which all science unfolds.

Jon considered that scientists (like Reg Revans and his scientific colleagues) make great meditators because “they’re comfortable with that idea of wanting to know what they don’t know”.   He maintains that the history of science is a story of remarkable insights, ‘Eureka moments‘.

Jon stated that it is not as if these moments of insight arise by banging your head against a wall to force the insight.  It is when “you have gone as far as thought can take you” and you “rest in awareness” that the insight comes to you – it may even be that you have fallen asleep and then you wake up with the insight or solution.

When I was writing up my doctorate, I took a holiday break with my wife and children and we visited Brown Lake on Stradbroke Island one day.  I was not thinking about my doctoral study but as I watched my children playing in the water and took in the beauty of the surroundings, a theoretical model came to me that summarised the contribution of my thesis – I was able to develop this later and incorporate it in my thesis.

There were many times when I wrote a thesis chapter that I had difficulty summarising the chapter in a conclusion.  I would invariably “sleep on it” and the conclusion would be fully formed in my head the next morning.   It seems that as you stop trying to work out something from what you know already at a conscious level, your sub-conscious mind is freed to make new connections and generate insights from connecting thoughts that you have not seen as connected before.  It also seems that you have to provide the sub-conscious with some focus – what Revans describe as a “fresh question” or what Kabat-Zinn discusses as seemingly insolvable problems.

As we grow in mindfulness and action learning and acknowledge what we do not know, we become more open to the creative power that lies within us and to powerful new insights.

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Mindfulness and Action Learning: Building Self-Awareness

So far in this blog, I have explored how agency contributes to mental health and how both action learning and mindfulness build agency –  managerial agency and employee agency.

In this post, I want to explore one of the elements that action learning and mindfulness have in common – self-awareness.  To the extent that action learning and mindfulness are working towards a common goal, they can reinforce each other and, working in concert, help to transcend the barriers that impede the development of agency and mental health in the workplace.

Mindfulness and Action Learning: Building Self-Awareness

In 2013, I explored how action learning builds mindfulness in the workplace.  I focused very much on the respective contribution of action learning and mindfulness to the development of self-awareness.   In that blog post for our consultancy company, Merit Solutions, I concluded that action learning builds self-awareness through the norm of “supportive challenge” by peers, along with the challenge of “doing something significant about something imperative” which forces us to redefine our roles, our values and how we perceive ourselves.

I contended there that both action learning and mindfulness have a common goal of building self-awareness – freedom from false assumptions, from entrenched negative thoughts and stories and from narrow perspectives on what people are capable of achieving.  This self-awareness, in turn, builds agency and mental health.

In discussing what is definitive about action learning, Reg Revans, in his book, The Origins and Growth of Action Learning, explained that action learning, involving real commitment to action in the here-and-now, causes the participants to “become aware of their own values” and entails a “voyage of self-discovery” which enables them to “fix attention upon this inner and personal self”.  In the process of taking action after disclosing their own motives for change “to close and critical colleagues”, they are “obliged to explore that inner self otherwise taken for granted and never questioned”.  Critical but supportive colleagues help the action learner to assess their own ideas and outcomes in an often-hostile organisation environment and this, in turn, will “purge them of any lingering self-deception”.  Thus, action learning involves “development of the self by the mutual support of equals” who are also engaged in the “struggle to understand themselves”. (pp. 630-633).

Jon Kabat-Zinn, a global leader in the mindfulness movement, in an interview with Krista Tippett, stated that mindfulness meditation results in a new level of self-awareness:

…you change your relationship to who you think you are as a person and in particular to the story of who you are or think you are.

As we grow in mindfulness and engage in action learning we realise that we are on a journey of self-discovery where the limitations of our thoughts and actions are exposed and we are forced to confront ourselves and the level of alignment between our words and actions.

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Agency through Action Learning

In a previous blog post I focused on agency and mental health – highlighting the mental health benefits that accrue when an employee is given the capacity to influence their workplace environment and to have a degree of power over the way things are done.  How then does a manager create a workplace environment that is conducive to mental health through employee agency?  One way to address this issue is for the manager to adopt an action learning approach.

Action learning and agency

Agency is a defining characteristic of action learning which involves learning with and through action and reflection on the consequences of your action, both intended and unintended.  It is typically conducted in groups within a workplace where employees are collaborating to improve the work environment and the way the work is being done.

Reg Revans, the acknowledged father of action learning, argues that the best way to improve a workplace and the way the work is done, is to involve the people who have the “here and now” responsibility for the work.  He suggests that you do not get a Professor of Medicine to solve the problems of nurses having to look after dying children – you get the nurses themselves together to explore the issues they are confronting, identify what creative solutions they could adopt and take action to implement them.

In the same way, Dr. Diana Austin found that the way to address the seemingly intractable problem of midwives experiencing trauma after the death of a baby and/or mother before, during or after birth, was to have the midwives share their thoughts and their feelings after experiencing such a critical incident.

In her presentation at the Learning for Change and Innovation World Congress in Adelaide in 2016, Diana explained that her research involved working with an “action group” of affected parties who gathered information about traumatic events and reactions from each other, from interviews with other affected parties and from external health professionals.

The “action group” identified the unconscious rules of the health professionals as the major impediment to improving the midwives’ work situation. The research resulted in the creative solution of an illustrated Critical Incidents e-book that addressed and challenged the fundamental assumptions underlying the unconscious rules.  The e-book is now accessible to all health professionals throughout NZ and the world.

Diana explained that the research by the “action group” led to some key organisational outcomes:

  • the conspiracy of silence about the personal impact of trauma after a critical incident was unearthed, challenged and removed
  • destructive assumptions and unconscious rules were surfaced and challenged
  • the e-book support package was created and made accessible to all
  • new supportive processes were implemented and self-compassion was encouraged (refer: Austin et al, After the Event: Debrief to Make a Difference)
  • a collaborative ethos was established that replaced the old ethos of “going-it-alone’ when suffering trauma after a critical incident.

Clearly, the activities of Diana and the “action group” not only improved the work environment and the way the work was done but went a long way to redressing the potential, long-term effects of experiencing trauma, by providing a supportive environment conducive to positive mental health.  In the final analysis, the action learning by the group provided increased agency through the ability to change their work environment and the way trauma of health professionals was handled.

As managers and leaders grow in mindfulness, they are better able to facilitate action learning processes within their organisation, thus increasing the agency of employees and improving mental health.

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Mindfulness: Enabling Sustainable Agency in the Workplace

In a previous post on agency and mental health, I stressed the need to create healthy workplace environments where employees had a sense of control over their workplace environment and the authority and responsibility to decide how the work is done.

Mindfulness enables worker agency by impacting positively on both the manager and the employee and thus enabling the development of employee agency – which is conducive to mental health.

Mindfulness and the Manager: Enabling Agency

Managers need to cope with their own thoughts and emotions when providing agency (some control and power) to employees.  There is a natural fear of loss of control which can impede the delegation of authority and responsibility to employees.  There is also the ongoing concern when things do not turn out as hoped for or mistakes are made.  Managers need the self-awareness and self-management skills developed through mindfulness, if they are to remain calm and to resist the temptation to curtail employee agency to prevent any reoccurrence.

The more positive and healthy perspective is to encourage honesty when mistakes are made, to undertake a systemic analysis of what went wrong (rather than an inquisition of the individual involved) and enable all concerned to learn from what happened.  This requires robust self-esteem on the part of the manager and a willingness to trust employees – a trust that helps to develop a constructive, mentally healthy environment.  This does not preclude the manager from ensuring that adequate training is provided to employees to undertake the tasks assigned to them.

The manager’s calmness, self-control and empathy in an apparent crisis (developed through mindfulness practices), will inspire employees and build their trust, confidence and risk-taking as they move outside their comfort zone and take up the opportunities presented by increased agency – increased authority and responsibility over their work environment and how work is done.

Mindfulness and the Employee: Building Capacity for Agency

Mindfulness builds the capacity of employees to contribute effectively in an organisation by taking up the authority, responsibility and opportunity provided by increased agency.

Like the manager, employees need to develop self-awareness (understanding their own thoughts and emotions) and self-management (keeping their thoughts and emotions under control).  It is natural for employees to feel fearful as they move outside their comfort zone (typically based on dependence) to exercise more independence and judgment.

Some employees are reluctant to agree outcomes and outputs in advance, even while having control over how they are achieved, because this freedom of choice and agency brings with it a new level of responsibility.  Self-awareness and self-management developed through mindfulness, and support of an empathetic manager, can help employees to take on the responsibility associated with increased agency.

Mindfulness, too, enables employees to develop clarity in relation to their role and responsibilities while enabling them to develop creative solutions.  It also helps them to build resilience, not in the sense of endurance of unreasonable demands, but in the sense of being able to bounce back from difficulties and setbacks when pursuing specific goals and outcomes in the workplace.

Relationships in the workplace are enhanced as employees develop social skills through mindfulness training and become better able to contribute to the team effort and collaborative endeavours.

Mindfulness: Enabling Managers and Employees to Build Sustainable Agency 

Mindfulness, then, enables managers to offer increased agency to employees and, in turn, assists employees to take up the opportunities and responsibility that come with increased agency.  These mutually reinforcing outcomes of mindfulness training, not only enhance productivity in the workplace but also employee wellness.

As Tali Sharot points out in her research-based book, The Influential Mind:

Just giving people a little responsibility, and reminding them that they had a choice, enhanced their well-being (p.98).

As managers grow in mindfulness, they are better equipped to provide the psychological and productivity benefits of giving increased agency to employees; on the other hand, employees trained in mindfulness are more able to take up the responsibilities and opportunities entailed in increased agency and to enjoy the satisfaction and well-being that results.

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Agency and Mental Health

Trade Union Congress (TUC), in their 2015 document, Work and Wellbeing: A Trade Union Resource, included concern about the management style adopted in some dysfunctional organisations and the negative impact that this had on “worker involvement, and the level of control a worker has over their work” (p.5).

Agency and Worker Participation

What the TUC is referring to here in terms of worker involvement and control over work, is often referred to as “agency” – the capacity of a worker to influence their workplace environment and to have a degree of power over the way things are done.

As discussed in an earlier post, Grow Your Influence by Letting Go, many managers are reluctant to delegate authority and responsibility for a wide range of reasons.  As pointed out in the previous blog post, most of these reasons for not delegating and sharing power are not valid and come from a fear of loss of control.  Mindfulness practices can help a manager to get in touch with, and overcome, these often-baseless fears.

The narcissistic manager represents the extreme case of not letting go because they need to be “in control” and will micro-manage to achieve a sense of total control, which is an illusory goal.  Narcissistic managers, then, work directly against this goal of agency and deprive workers of the mental health benefits that accrue to those who experience a strong sense of agency.  The behaviour of these managers in denying agency, leads to frustration, anger and mental illness.

Agency and Mental Health

The TUC report on wellbeing in the workplace, contrasts four worker situations (pp.3-5):

  1. unemployed people – substantially higher rates of mental health illness and suicide than those employed
  2. not employed in paid work – but who have access to a reasonable income level, and achieve lots of social interaction through community or other voluntary work – do not have increased physical or mental health risks
  3. employed in low pay work – with long working hours or little agency (control over their work environment and how the work is done) – “suffer the same health problems as those who are unemployed”.
  4. employed in productive workplaces – where there is a high level of agency for workers, effective people management policies and trust between managers and employees – a healthy workplace with low risk of mental health issues arising from the workplace.

Neuroscientist Tali Sharot, author of The Influential Mind, reinforces the strong relationship between the sense of agency and mental health when she stated that research shows that being able to control our environment “helps us thrive and survive”.

As managers grow in mindfulness they are able to increase their level of self-awareness, address their fears such as fear of loss of control and develop healthy workplaces where trust abounds, employees experience real agency and people management policies support the full engagement of employees.

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Grow Your Influence by Letting Go

In a previous post, we discussed how mindfulness helps us to increase our sense of control over our internal environment and responses to external stimuli.  However, there are times when we have to give up control over our external environment to enable others to gain a sense of control over their work or environment.

A fundamental dilemma in life is that to grow our influence we need to let go.  If we become too controlling, we get compliance from others but lose their commitment and energy – ultimately things get out of control.

If you are a manager or someone who has the power to delegate tasks to others, it is very difficult to let go.  However, if you fail to do so, your influence contracts, rather than grows.

We are afraid to let go because:

  • things might get out of hand
  • the other person does not have the knowledge or skills to do the task
  • other people may not have our level of knowledge or skill
  • we do not want to be embarrassed by the mistakes or failures of others
  • other people cannot do the task as well as us
  • we get a buzz from achieving things ourselves
  • we like to do things within our comfort zone, rather than things that challenge us.

All of these reasons for not letting go can be challenged but they often serve as barriers to delegating to others – in the final analysis, they can be seen as excuses.  The net result is that we end up overworked and other people are deprived of the opportunity to grow and develop, to achieve outcomes that are valued, to experience satisfaction for a job well done – importantly, if we retain control we limit their sense of agency and capacity to contribute.

Neuroscientist Tali Sharot maintains that “control is tightly related to influence” and influence expands when we provide others with a sense of agency – the capacity to control their environment, power over the way things are done.  She argues:

The message, perhaps ironically, is that to influence actions, you need to give people a sense of control.  Eliminate the sense of agency and you get anger, frustration, and resistance.  Expand people’s sense of influence over their world and you increase their motivation and compliance.  (The Influential Mind, 2017, p. 87)

To give up control, however, we have to be in control of our own emotions and responses.  We have to manage our fear of loss of control over our immediate external environment by managing our internal environment. As explained in the previous post, as we grow in mindfulness, we grow in the capacity to develop control over our own emotions and responses.

Tali Sharot suggests that “there is nothing more terrifying than giving away control to another human being” and “this is why many managers feel the need to micromanage their teams”.  She offers advice to managers that resonates with developing mindfulness and awareness:

It is difficult to let go, but awarness can help.  Understanding why we are the way we are, and being conscious of our deeply rooted drive to make decisions, may help us hand over the wheel once in a while.  With awareness comes the understanding that giving away control…is a simple but largely effective way to increase people’s well-being and motivation. (The Influential Mind, 2017, p. 103)

She discusses examples of research projects in different contexts that provide evidence of the effectiveness of the fundamental principle of letting go to empower others by giving them a sense of agency.  One particular research project that resonated strongly with me was one involving the elderly in a nursing home where the fundamental questions framed by the researchers, Rodin and Langer, were:

What if the residents of a nursing home were given more choices, more responsibility, and a greater sense of agency?  Would they become healthier and happier?

To test these questions, the researchers set up an “agency floor” and a “no agency floor” where the former were given control over a range of decisions – a sense of agency not provided to the latter floor. The results are described by Tali Sharot as follows:

Three weeks later, when Rodin and Langer assessed the nursing home residents, they discovered that those individuals who’d been encouraged to take more control over their environments were the happiest and participated in the greatest number of activities.  Their mental alertness improved, and eighteen months later they were healthier than the residents on the “no agency” floor. (The Influential Mind, 2017, p. 97)

Wesley Mission has taken the idea of agency in aged care to another level through their mission of “promoting choice, independence and community welfare” within their aged care facilities.

Reflection

So if we learn to let go through developing mindfuless and awareness, we will be able to grow our influence by giving others a sense of agency and control over their environment – and contribute substantially to their health, well-being and happiness.

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