Case Clinics

Purpose + Outcome

At-a-Glance
Case Clinics guide a team or a group of peers through a process in which a case giver presents a case, and a group of 3-4 peers or team members help as consultants based on the principles of the U-Process and process consultation.

Case Clinics allow participants to:

  • Generate new ways of framing the issue.
  • Develop new approaches for responding to the issue.

Purpose 

To help a colleague respond to an important and immediate leadership challenge in a better and more effective way.

Outcomes

  • Concrete and innovative ideas for how to respond to the pressing leadership challenge.
  • High level of trust and positive energy among the peer group.
  • A rapid collective U experience in about 70 minutes.

Logistics

People & Place

  • Groups of 4-5 peers each.
  • Sufficient space so that groups can work without distractions.

Time
A minimum of 70 minutes is required.

Materials

  • Chairs for each group to sit in a circle or around a table.
  • Flipchart and marker.

Process

Step 1:

Have people think about a leadership situation that:

  • Is current, concrete, and important
  • The case giver is a key player in
  • Can be presented in 10 min, and
  • Could make a big difference moving forward.

Step 2

Divide the group into teams of 4 or 5. Give each group a process hand-out with the instructions, and introduce the process. Send the groups off with these instructions:

  1. 2 min. Select case giver and timekeeper
  2. 10-15 min. Intention Statement by case giver
    • Situation/Problem/Opportunity/Project: What do you want to address?
    • Your intention: What do you want to create?
    • Your edge: what do you need to let go of and learn?
    • Help: Where do you need input and help?
  3. 5-10 min. 2-3 min of stillness, then mirroring by each consultant
    • What images and feelings come up for me now?
    • What questions are evoked in my mind?
  4. 30 min. Generative Dialogue and solution brainstorming by all
    • Case giver reflects on the images and emotions that the case evoked
    • Consultants ask questions to deepen understanding
    • Generative Dialogue: Co-create ideas for solutions
  5. 10 min. Concluding Remarks by consultants
    • What is the key issue to be addressed [diagnosis]?
    • What solutions/actions do I propose?
  6. 5 min. Concluding remarks by case giver
    • What new insight do the solutions offer to me?
    • How could I use/combine these ideas going forward?
    • Thank you!
  7. 3 min. Journaling—Capturing the key learnings by all

Principles

The case giver must own the case, meaning that she or he needs to be a key player in the situation at hand.
The participants in the case clinics are peers, so there is no hierarchical relationship among them.
One participant assumes the role of the timekeeper and ensures that participants move through the outlined process.

Sources
C. Otto Scharmer, Theory U: Chapter 21

Subject: 
Presencing