A fantasy theme analysis of
Peter Senge's learning organization
The Journal of Applied Behavioral Science
Arlington
Jun 2000
Authors: Bradley G Jackson
Volume: 36
Issue: 2
Pagination: 193-209
ISSN: 00218863
Subject Terms: Organizational learning
Studies
Classification Codes: 2500: Organizational behavior
9130: Experimental/theoretical
Abstract:
When it was first articulated in The Fifth Discipline, Peter
Senge's vision of the learning organization was one of a number of competing
conceptions. This article examines what it was about Senge's vision that
enabled it to catch on and be assimilated so rapidly and pervasively into
everyday business discourse. The method used in this study is fantasy theme analysis,
a dramatically based method of rhetorical criticism developed by Ernest Bormann
that is rooted in symbolic convergence theory. The analysis reveals 4
interrelated fantasy themes that form the dramatic building blocks of the
rhetorical vision of the learning organization. The rhetorical strategies that
Senge has deployed to sustain widespread interest in his vision is examined.
Copyright Sage Publications,
Inc. Jun 2000
Full Text:
When it was first articulated in The Fifth Discipline,
Peter Senge's vision of the learning organization was one of a number of
competing conceptions. This article examines what it was about Senge's vision
that enabled it to catch on and be assimilated so rapidly and pervasively into
everyday business discourse. The method used in this study is fantasy theme
analysis, a dramatistically based method of rhetorical criticism developed by
Ernest Bormann that is rooted in symbolic convergence theory. The analysis
reveals four interrelated fantasy themes that form the dramatic building blocks
of the rhetorical vision of the learning organization. The article examines the
organizational and rhetorical strategies that Senge has deployed to sustain
widespread interest in his vision.
Although the term learning organization has in the past
decade become one of the most widely used and, many would argue, abused terms
in the business lexicon, it is by no means a new concept. Garratt (1995)
suggests that, although the desire to create organizations that can consciously
cope with change by learning continuously can be traced back to antiquity,
"all the necessary conditions to create both the intellectual and
practical basis of a learning organization were in place by 1947" (p. 25).
Pedler, Burgoyne, and Boydell (1997) have singled out the contributions of
Revans (1979), Argyris and Schon (1978), Bateson (1972), Harrison (1995), Dixon
(1994), Peters and Waterman (1982), and Deming (1986)in shaping the idea of the
learning organization, organizational learning, and their own construct, the
learning company. These contributions notwithstanding, it is Peter Senge's
(1990a) best-selling book, The Fifth Discipline that has, in their minds,
"been largely responsi! ble for bringing the learning organization into
the mainstream of business thinking" (Pedler et al., 1997, p. 196).
When it was first articulated in the early 1990s, Senge's
vision of the learning organization was neither novel nor original. He was one
of a number of academics and consultants on both sides of the Atlantic actively
working on and promoting the learning organization concept (Garratt, 1990;
Garvin, 1993; Lessem, 1991; Pedler et al., 1997; Watkins & Marsick, 1994).
This begs the question of what it was about Senge's vision in particular that
enabled it to catch on and be rapidly assimilated into everyday business
discourse in such a substantial way. This article attempts to answer this
question by conducting an analysis of the discourse that developed around Senge
and his particular conception of the learning organization. The method used is
fantasy theme analysis, a dramatistically based method of rhetorical criticism
developed by Ernest Bormann (1972). Fantasy themes form the building blocks of
compelling dramatistic interpretations of reality, which are described as!
rhetorical visions. This article describes four interrelated fantasy themes
that, it is argued, run through Senge's rhetorical vision of the learning
organization. It then looks at how Senge, having successfully created and
articulated his vision, has addressed the challenge of maintaining and
sustaining interest in this vision by a significant proportion of the
notoriously capricious and fickle corporate community (Grint, 1997;
Micklethwait & Wooldridge, 1996).
FANTASY THEME ANALYSIS
Fantasy theme analysis is a method of rhetorical criticism
underpinned by a general theory of communication called symbolic convergence
theory, which attempts to account for the creation, raising, and maintenance of
group consciousness through communication (Bormann, 1983). Elsewhere, I have
described in detail the origins, assumptions, applications, and major
criticisms of this theory (Jackson, 1997) and so will confine my review here to
a brief discussion of the fantasy theme analysis method and how I applied it to
Senge's conception of the learning organization. The starting point for a
critic using this method is neither the speaker, nor the audience, nor the
channel, nor the situation, but the message. Bormann argues that the message
has an essentially dramatistic form. It is filled with all of the elements that
are found in a drama: settings, characters, and actions. Dramatizing moments
"chain" within small face-to-face groups and, through the technologies
of mass m! edia, to and from small and large groups. The composite dramas that
catch up large groups of people in a symbolic reality are called rhetorical
visions.
A rhetorical vision is constructed from fantasy themes, which
are the means through which the interpretation is accomplished in
communication. They are manifested in the form of a word, a phrase, or a
statement that interprets events in the past, envisions events in the future,
or depicts current events that are removed in time and/or space from the actual
activities of the group. In contrast to normal human experience, fantasy themes
are organized and artistic. They are "the creative and imaginative
interpretations of events that fulfil a psychological or rhetorical need"
(Bormann, 1976, p. 434). Bormann distinguishes between setting themes, which
depict where the action is taking place or the place where the characters act
out their roles; character themes, which describe the agents or actors in the
drama, ascribe qualities to them, assign motives to them, and portray them as
having certain characteristics; and action themes, which can also be called
plotlines, that dea! l with the action of the drama.
Popular management fashions such as excellence, total quality
management, reengineering, and the learning organization that have recently
gripped the corporate imagination can be fruitfully conceptualized as
rhetorical visions in terms of their form and the function they fulfil for
managers and organizations (Jackson, 1998). The sanctioning agent of the
rhetorical vision is a source that justifies its acceptance by members of the
rhetorical community that coalesce around the vision. With respect to
management fashions, the management guru acts as the authoritative voice or
guarantor of the rhetorical vision in making the vision legitimate and credible
in the minds of managers (Burgoyne, 1996). The various processes by which the
guru articulates and sanctions a management fashion have been explored in
detail in case studies of Michael Hammer and James Champy and the reengineering
movement (Jackson, 1996) and Stephen Covey and the effectiveness movement
(Jackson, 1999). In ! this article, I will explore the critical role that Senge
plays as the sanctioning agent legitimating the rhetorical vision of the learning
organization.
Bormann strongly asserts that a single text is insufficient
to conduct a proper fantasy theme critique. The effective critic, in his view,
tracks fantasy themes across discourse situations, because only then can
genuine thematizing be established (Hart, 1989). For the purposes of this
study, I have drawn on rhetorical acts performed by Senge at three satellite
videoconferences that I attended as well as numerous rhetorical artifacts,
including two books, 17 articles, and one audiocassette produced by Senge and
his associates. In addition, I analyzed a total of 65 articles written about
him and the rhetorical vision of the learning organization that he has
fostered.
This study followed the five steps for conducting fantasy
theme analyses that have been described by Foss (1989). First, I looked for
evidence that the rhetorical vision of the learning organization was being
shared within particular rhetorical communities. For these, the vision serves
to "sustain the member's sense of community, to impel them strongly to
action and to provide them with a social reality with heroes, villains,
emotions and attitudes" (Bormann, 1972, p. 398). I sorted through various
newspaper, professional, and trade journal articles looking for the use of symbolic
cues such as catch phrases and slogans (e.g., "the fifth discipline,"
"personal mastery") that originally had been coined by Senge and had
now fallen into regular currency. My analysis revealed that senior executives,
human resource development and training professionals, and educational
administrators have been the most vocal supporters of this vision in the realm
of public discourse. Second, t! he rhetorical acts and artifacts were coded to
isolate any recurrent fantasy themes. This required a careful reading of the
artifacts, sentence by sentence, to pick out references to settings,
characters, and actions that might form the basis for major fantasy themes. In
the third step, patterns in the fantasy themes were sought out. Major themes
were isolated from minor themes by virtue of how frequently they were referred
to. From these, the rhetorical vision of the learning organization was
constructed. Fourth, I began to explore the motives for the participants in the
rhetorical vision by examining which of the fantasy themes received the most
emphasis and which appeared to have the most impact on the other themes in the
vision. Finally, the rhetorical vision was compared and contrasted with other
management fashions with particular reference to their ability to meet the
needs and expectations of their participants.
THE RHETORICAL VISION OF THE LEARNING ORGANIZATION
In analyzing Senge's rhetorical vision of the learning
organization, four major fantasy themes were identified. These are summarized
in Table 1. The two setting themes reveal that the drama of the learning
organization unfolds at opposite ends of the continuum of human experience. At
the macro level, the "living in an unsustainable world" theme creates
a general sense of urgency for considering and accepting the vision as it
becomes tied with the ongoing debate and concerns about the deteriorating state
of the earth's environmental system and the "crisis of the soul" that
has received widespread media attention in North America. At the micro level,
the "working it out within the micro world" setting theme shows the
way forward by depicting individuals coming to grips with these systemic issues
through the liberating technology of computer-based simulation. Moving to the
who of the rhetorical vision, the character theme labeled as "the
manager's new work" lays out a number! of new roles that Senge argues need
to be played by individuals at various levels within the learning organization.
In terms of what is taking place within the drama of the learning organization,
an action theme dubbed "getting control but not controlling" provides
a most compelling script for these new actors to follow within Senge's
organizational drama.
Setting Theme: Living in an Unsustainable World
Senge situates many organizational woes in a broader societal
context, arguing that "organizations are microcosms of the larger society.
Thus, at the heart of any serious effort to alter how organizations operate
lies a concern with addressing the basic dysfunctions of our larger
culture" (Kofman & Senge,1993, p. 7). These problems are rooted in a
reductionist philosophy and mechanical thinking that have provided the basis
for many of America's successes in the past. Paradoxically, Kofman and Senge
(1993) observe,
The very same skills of separation, analysis, and control
that gave us the power to shape our environment are producing ecological and
social crises in our outer words, and psychological and spiritual crises in our
inner world. When we begin to understand the origins of our problems, we begin
to see that the "existential crisis" of early 20th century philosophy
and the "environmental crisis" of late 20th century ecology are
inseparable-caused by the co-evolution of fragmentary world views, social
structures, lifestyles, and technology. (pp. 10-lI)
Senge illustrates this paradox by pointing to the popularity
of the movie Dances With Wolves (Costner, 1990), which, with its depiction of
the destruction of an indigenous culture, has resonated with Americans' sense
that "they have lost a particular sensibility of what it means to live
together as part of a larger natural order" (Senge, 1995a, p. 227). Pulled
between the new and old world orders, he suggests that Costner's heroic lonely
outsider is a character to whom an audience that is similarly riddled with
existential and environmental doubt can well relate.
[IMAGE TABLE]
Captioned as: TABLE 1

In discussing the systemic problems being faced by American
organizations, Senge makes frequent reference to a system archetype called the
tragedy of the commons that was first identified by ecologist Garrett Hardin
(1968). This archetype is seen by Senge as being especially useful for dealing
directly with problems where apparently logical local decision making can become
completely illogical for the larger system (Senge, 1990a). By way of example,
he describes the desertification of the Sahel region in sub-Saharan Africa that
was caused by rampant overgrazing encouraged by unusually high rainfalls and
international aid assistance. In a neat rhetorical move, Senge makes the claim
that the tragedy of the commons is not only confined to ecological disasters
but also to organizations. Corporations, he suggests, have many depletable
commons to share, including financial capital, productive capital, technology,
community reputation, customer good will, and the morale and comp! etence of
employees. When a company decentralizes, local divisions compete with each
other for these limited resources.
In referring to broader environmental concerns, Senge
succeeds not only in grabbing the attention of readers already preoccupied with
impending global ecological doom and disaster but also in distinguishing his
message from those of other management gurus who, by and large, studiously
ignore this issue. Generally, the broader setting used by management gurus
encompasses the competitive pressures of globalization and international trade
but not environmental system dynamics. By making this connection, Senge
develops a setting theme with its own built-in, mass-media-fuelled sense of
significance and urgency. It provides an impressive and readily identifiable
backdrop against which his special brand of organizational drama can unfold. No
one can, therefore, argue that the stakes are not high when creating a learning
organization. This is work that might ultimately help to save the earth, let
alone the organization. For Senge, there is no doubt from which sector the men
with ! the white hats will come riding in to deal with global environmental
problems.
My deepest belief is that the way we operate the world as a
whole is not sustainable . . . We're basically living off our capital and
compromising the future well-being of generations to come. It's ironic that
business is the most likely institution (to master change), but it has the
greatest capacity to reinvent itself. (cited in Driben, 1995, p. 62)
Action Theme: Getting Control but Not Controlling
Although Senge believes that it will ultimately be the
private sector, and large-scale corporations, in particular, that will have to
develop the ability to deal with and address many of the societal woes that we
are currently facing, he is quite clear that they will have to take on quite
different organizational forms and be led in quite different ways to meet these
challenges. For example, in an interview, Senge ( 1996b) makes the claim that
the leadership challenges in building learning organizations
represent a microcosm of the leadership challenges of our times: how do
communities, be they multinational corporations or societies, productively
confront complex systemic issues where hierarchical authority is inadequate for
change? None of today's most pressing issues will be resolved through
hierarchical authority. In all these issues, there are no simple causes, no
simple "fixes." There is no one villain to blame. There will be no
magic pill. Significant change will require imagination, perseverance,
dialogue, deep caring, and a willingness to change on the part of millions of
people. The challenges of systemic change where hierarchy is inadequate will, I
believe, push us to new views of leadership based on new principles. These
challenges cannot be met by isolated heroic leaders. They will require a unique
mix of different people, in different positions, who lead in different ways.
Changes will be required! in our traditional models. (p. 11)
In Senge's vision, organizations will increasingly have to
become localized in that they will seek to extend the maximum degree of
authority and power as far away from the top or center as possible.
"Localness," a cornerstone of the learning organization, gives
individuals the freedom to act, to try out their own ideas and be responsible
for producing their own results. It also enables organizations to respond in an
appropriate and timely fashion to rapid changes within the marketplace. Despite
its obvious advantages, Senge warns that unenlightened senior managers may be
unwilling to give up control of the decision-making process for fear of losing
the thing they most cherish (i.e., power) and make themselves obsolete.
Moreover, they are concerned that, by pursuing localness, the organization may
lose its capacity for control.
To these concerns, Senge (1990a) responds, "Just because
no one is `in control' does not mean that there is `no control'" (p. 292).
By investing in the five disciplines of the learning organization, Senge
suggests that organizations can maintain control at the local level through a
process of "control by learning." The improved quality of thinking
and the new capacity for reflection and team learning, combined with an ability
to develop shared visions and understanding of complex business issues, will
allow learning organizations to be more effectively controlled and coordinated
than their hierarchical predecessors. He adds rhetorical weight to his
localness argument by suggesting that the traditional perception that someone
"up there" is in control is based on an illusion that it would be
possible for anyone to master the dynamic and detailed complexity of an
organization from the top. Taking on three icons of American business, he
stridently observes,
The days when a Watson or Henry Ford or Alfred B. Sloan
"fought for the organization" have long passed. The world is simply
too complex to figure out from the top, and too rapidly changing to abide with
the slow bureaucratic decision-making processes that come with the top-down
decision making in complex organizations. The breakdown of the authoritarian
structures is universal, not only in business but in the world of public
affairs as well, as can be seen only too well from the demise of the Eastern
bloc governments. (cited in Meen & Keough, 1992, p. 78)
Although his localness argument is by no means unique among
management gurus, the nonthreatening and generally inoffensive way in which it
is presented makes it a reasonably palatable action theme that promises some
form of transcendence for both sides of the labor-management divide. Workers
are presented an essentially emancipatory vision within which they can take
independent action and realize their full potential through learning,
unencumbered by formal management controls imposed from above. Managers, on the
other hand, can take comfort from the fact that the world is so complicated now
that they cannot be expected to be accountable for it. They can also rest
assured that control will be maintained in a constructive and tolerably orderly
manner. Besides, Senge has some very important new work for these managers to
do within the learning organization, which is considerably more meaningful than
the work that they have traditionally done within hierarchically based orga!
nizations.
Character Theme: The Manager's New Work
Prior to the publication of The Fifth Discipline, Senge published
an article in MIT's in-house publication, Sloan Management Review, titled
"The Leader's New Work" ( 1990b). In this article, Senge laid out
many of the key ideas contained within the book and discussed three new roles
that leaders would have to play to build a learning organization: designer,
teacher, and steward. Although these roles have antecedents in the ways leaders
have contributed to building organizations in the past, Senge notes that they
take on new meaning within the learning organization and demand new skills and
tools. Likening the organization to an ocean liner, Senge observes that most
senior executives readily relate their role to the captain, navigator,
helmsman, engineer, or social director. However, they rarely identify their role
as the designer of the ship. In this role, Senge charges senior executives with
three main tasks: build a foundation of purpose and core values for the
organiza! tion; develop the policies, strategies, and structures that translate
these guiding ideas into business directions; and create effective learning
processes through which the policies, strategies, and structures can be
continually improved.
In their role as teachers, Senge (1990b) urges executives to
stop trying to be the authoritarian expert whose job is to teach the correct
view of reality and begin to "help people restructure their views of
reality to see beyond the superficial conditions and events into the underlying
causes of problems-and therefore to see the new possibilities for shaping the
future" (p. 12). Max de Pree, the retired chief executive officer of
Hermann Miller and author of the popular business book Leadership Is an Art ( 1989),
is frequently held up by Senge as an exemplar of an executive who was
particularly effective in this role.
The third and final new role of the leader, as steward, is,
according to Senge, the subtlest role, which is almost solely a matter of
attitude. The leader's sense of stewardship operates on two levels: stewardship
for the people he or she leads and stewardship for the larger purpose or
mission that underlies the enterprise. Quoting Robert Greenleaf, Senge (1990b)
argues that
the servant leader is servant first . . . It begins with the
natural feeling that one wants to serve, to serve first. This conscious choice
brings one to aspire to lead. That person is sharply different from one who is
leader first, perhaps because of the need to assuage an unusual power drive or
to acquire material possessions. (p. 12)
More recently, Senge has begun to lay out roles that should
be played by individuals at other levels within the learning organization.
Specifically, he identifies two other leadership roles: the local line leaders
and the internal networkers. The former are heads of organizational units that
are microcosms of the larger organization; local line leaders have enough
autonomy to be able to undertake meaningful change that is independent of the
larger organization. The key role played by the local line leaders is to
"sanction significant practical experiments and to lead through active
participation in those experiments" (Senge, 1996a, p. 3). In addition to
playing a key role in the design and implementation of learning processes,
local line leaders often become teachers once these learning processes become
established. Although Senge argues that there is much to be gained by taking on
this role, he also warns potential local line leaders of the risks they run. He
says, "Impr! oved results are often threatening to others, and the more
dramatic the improvement, the greater the threat. Large organizations have
complex forces that maintain the status quo and inhibit the spread of new ideas"
(p. 4). Senge offers the cautionary tale of Fred Simon, a project manager on
the new Lincoln Continental at Ford Motor Company and a champion of the
learning organization. Through the use of such tools as Chris Argyris's ladder
of inference, Senge describes how Simon's team of engineers was able to break
every internal product development record at Ford. Despite this impressive
achievement, Simon was passed over for promotion and was asked to retire early.
He believes that his enthusiasm for the learning organization was a factor in
his early retirement. The moral that was drawn from this story was that Simon
"should have taken the time to explain the benefits of the learning
organization to key people in the top ranks" (cited in Dumaine, 1994, p.
155).
The other key leadership role that is identified by Senge is
that of the internal networker, otherwise referred to as internal community
builder or seed carrier. Typically, this role is played by internal
consultants, trainers, human resources staff, or frontline workers such as
engineers, sales representatives, and shop stewards. Of critical importance is
their ability to move freely around the organization and their high
accessibility to many parts of the organization. According to Senge, their
primary asset is their lack of power. Because they do not have any positional
authority, they do not pose an obvious threat to management, but they are able
to exploit the informal networks "through which information and stories
flow and how innovative practices naturally diffuse within organizations"
(Senge, 1996a, p. 6). The first function of the internal networker is to
identify local line managers who have the power to take action and who are
predisposed to developing new lea! rning capabilities. They then connect people
of like minds to each other's learning efforts. Senge illustrates how this is
done with the example of an informal "leaders of learning" group that
was formed at Ford Motor Company by local line leaders and internal networkers
who wanted to share learnings and serve as a strategic leadership body.
In addition to providing powerful setting and action themes,
Senge also develops a complete and well-integrated character theme that can
enable individuals at various levels and within varying functions in the organization
to transcend their current roles. Within this character theme, clear and
inviting roles are scripted and described. Each is accompanied by a few
successful role models who repeatedly appear in his accounts and provide added
confidence that this role is not only practicable but also well worth aspiring
too.
Setting Theme: Working It Out Within the Micro World
Early in The Fifth Discipline, Senge ( 1990a) devotes an
entire chapter to an exposition of the "beer game" that was first
developed in the 1960s at MIT and has been played "on five continents,
among people of all ages, nationalities, cultural origins and vastly varied
business backgrounds" (p. 41). Senge notes that, irrespective of the
players' backgrounds or origins, the same crises ensue in the game with respect
to the production, distribution, and consumption of beer. These crises
graphically illustrate the underlying barriers to implementing a learning
organization, which are the fragmentation of problem solving, an overemphasis
on competition to the exclusion of collaboration, and a tendency of
organizations to experiment or innovate only when compelled to change by
outside forces (Kofman & Senge, 1993). Senge argues that, in addition to
making these barriers visible, micro worlds like the beer game can be a
critical technology for implementing the disciplines o! f the learning
organization.
Micro world is a term coined by Seymour Papert, a media
technology professor at MIT, to describe an interactive computerized
environment that simulates a real-world situation. According to Senge, micro
worlds can help managers and their management teams begin to learn about their
most important systemic issues by compressing time and space so that it becomes
possible to experiment and to learn what the consequences of their decisions
are in the future and in distant parts of the organization. Increasingly
sophisticated computer technology is helping to create what Senge describes as
a new type of managerial practice field for management teams. These are places
where teams will learn how to learn together while engaging their most
important business issues. Drawing parallels with sports teams and the
performing arts, Senge questions why it is that, unlike athletes and musicians,
in most organizations, "people only perform. They rarely get to practice,
especially together" ! (Kofman & Senge,1993, p. 19). Building micro
worlds will help managers practice by "helping us to rediscover the power
of learning through play" or, more correctly, "relevant play" (Senge,
1990a, p. 315).
To lend substance to his argument for micro worlds and
simulation games in general, Senge provides numerous case studies of
organizations that have been able to make important breakthroughs with them.
Perhaps the most celebrated case is the claims learning laboratory that was
built for Hanover Insurance by a systems group from MIT. Managers at Hanover
felt that internal practices were contributing to claim settlements that seemed
to be significantly higher than was fair (Hampden-Turner, 1992). By playing the
"claims game" within this micro world, Senge shows how managers were
able to pinpoint the problem of escalating costs to the quality of the claims
settlements that were being made. Senge (1990a) recounts the all-important
"aha" moment with obvious relish: "Suddenly there is a wave of
realization through the room: If it weren't for all of those overpriced claims
settlements, we'd all have more money to build our departments to what they
really need to be!" (p. 329). La! ter, he shows how dependent the managers
had become on their micro world, with the quote by one of the participants:
"So what if we went back to the micro world . . . and tried out some other
possible strategies" (p. 331 ). In a later account of this case, Senge informs
us somewhat tersely that the takeover of Hanover Insurance by State Mutual
Insurance uprooted the management support for the lab so that it never had the
opportunity to demonstrate its full value in terms of the anticipatory learning
it had generated (Senge & Fulmer, 1993).
In advocating micro worlds as a critical component of. the
learning organization vision, Senge provides managers with a powerful setting
theme within which they can find a safe haven for dealing with and regaining
control of a world that has seemingly gone out of control. In this respect, he
has literally presented managers with an opportunity to transport themselves
out of their immediate time and space situations to the relative comfort of a
world in which problems can be properly managed and even played with alongside
one's colleagues in a safe and sealed off environment. The micro-world theme
acts as a powerful transcendental antidote to the "unsustainable
world" setting theme that emerges from Senge's writing, which stresses that
collectively we have lost control of the modernist project and need to act
immediately. As Senge and Fulmer ( 1993) somewhat invitingly promise, "By
utilizing micro worlds to participate in the anticipation of these
consequences, created wit! h system dynamics, managers and their organizations
can discover a new capacity for gaining control of their destinies" (p.
33). Giving the micro-world-fantasy theme even more rhetorical weight is the
allure of technology, which, of course, will only continue to get better.
Despite the setbacks that have prevented micro worlds from reaching their full
potential, Senge (1990a) suggests that, with even more sophisticated
technology, "future micro worlds for teams will allow managers to play out
their real-world roles and understand more deeply how those roles
interact" (p. 337). Looking even further ahead, the fantasy may one day
become the reality, "when practice fields are cultivated in an
organization for a sustained period of time, learning in simuworlds and micro worlds
becomes seamlessly integrated with the real organizations they shadow"
(Keys, Fulmer, & Stumpf, 1996, p. 48).
THE UNDERLYING MASTER ANALOGUE
Bormann and his colleagues have observed that rhetorical
visions will generally reflect a deep structure that is embedded in one of
three master analogues: the righteous, social, or pragmatic.
A rhetorical vision based on a righteous master analogue
emphasizes the correct way of doing things with its concerns about right and
wrong, proper and improper, superior and inferior, moral and immoral, just and
unjust. A rhetorical vision with a social master analogue reflects primary
human relations, as it keys on friendship, trust, caring, comradeship,
compatibility, family ties, brotherhood, sisterhood, and humaneness. A vision
with a pragmatic master analogue stresses expediency, utility, efficiency,
parsimony, simplicity, practicality, cost effectiveness, and minimal
involvement. (Cragan & Shields, 1992, p. 202)
I would contend that Senge's collectivist vision of the
learning organization holds lingering generative power for researchers and
practitioners alike because of its underlying social master analogue. The
vision resonates with a substantial constituency of individuals who are seeking
a higher level of meaning and purpose in the work that they do and the
relationships they have with the people they work with (Burgoyne, 1996; Dovey,
1997). In this vision, the individual can only truly realize his or her full self
through social interaction with other individuals who are working toward a
common cause. To Senge (1995b), the cause is clear:
The fundamental purpose of any organization is not to make a
profit. A social mission is the essence of a successful business; doing
something that makes a difference to somebody ... Business is about making a
better world. Everyone needs to live their lives in the service of their
highest aspirations. (p. 18)
Senge's altruistic vision of what organizations could and
should be doing differs significantly from competing visions of organizational
effectiveness that have been actively promoted during the 1990s by two other
prominent management gurus. Undergirded by a pragmatic master analogue, Michael
Hammer's rhetorical vision of reengineering tells managers they have to
reengineer because it is their only choice (Hammer & Champy, 1993; Jackson,
1996). Rooted in a righteous master analogue, the rhetorical vision of
effectiveness articulated by Stephen Covey tells managers they should follow
the "seven habits" because it is the right thing to do (Covey, 1989;
Jackson, 1999). Senge's vision of the learning organization, by contrast,
should be pursued because it is a good thing to do.
SUSTAINING RHETORICAL VISIONS
Since the publication of The Fifth Discipline in 1990, Senge
has emerged from the relative obscurity of academia to assume full-blown
management guru status. Clark and Greatbatch ( 1999) suggest that a key
activity of management gurus is to convince their potential followers that it
is their particular ideas that offer the most relevant solution to the
immediate problems the potential followers are experiencing and trying to
resolve. This activity is not only important during the consciousness-creating
phase of a rhetorical vision but also during the subsequent
consciousness-raising and consciousness-sustaining phases (Bormann, Cragan,
& Shields, 1996). The preceding fantasy theme analysis has revealed the
dramatic foundation that serves to make Senge's rhetorical vision of the
learning organization such a compelling one for potential followers. But what
has Senge done to ensure that his rhetorical vision will continue to sustain
interest and stave off the inevitable ! rejection of another management
fashion? I think there are several features of the way in which Senge has gone
about organizing his rhetorical vision that are particularly salient when
considering this question.
Most management gurus tend to associate themselves with one
particular organization with which they assume a figurehead role. Good
exemplars would be Franklin Covey Company, Hammer and Company, and the Tom
Peters Group. Senge, by contrast, appears to prefer to be loosely linked with
numerous organizations in which he takes on a comparatively lower profile role
and works in a more collaborative mode (e.g., Innovation Associates and Pegasus
Communications). Working with a networked group of academics, executives, and
consultants, he formed the MIT Organizational Learning Center (OLC) in 1990
(Fulmer, 1995). Anxious to extend this work beyond its Anglo-American origins,
the OLC was re-created in 1998 as the Society for Organizational Learning
(SoL), a nonprofit, member-governed organization with global ambitions. In the
letter inviting potential individuals and groups to join SoL, Senge and the
other two chairpersons show that they are anxious to model the disciplines of
the! learning organization: "As in all living systems, the growth of SoL
as a global network cannot be controlled or pre-determined. . . . Different
chapters (fractals) will pursue their own aspirations and issues and will adapt
SoL's basic design to the requirements of their social and cultural
environment" (Senge, de Geus, & Carstedt,1998, p. 2). Despite these
good intentions, he is cautious about SoL's ability to disseminate the learning
organization vision across the globe, observing that "the challenge for
all of us at SoL is to manage growth, commitment, community, and scope without
watering down the principles that make organizational learning a valuable
objective for organizations of all types" (cited in Fulmer 8c Keys, 1998,
p. 41).
In addition to his network-building activities, Senge
displays a remarkable affinity for publicly reflecting on how and why the
learning organization was socially constructed as the next management fashion.
Recounting what motivated him to write The Fifth Discipline, he recalls,
It sort of hit me one morning about three years ago while 1
was meditating that the learning organization was going to be a hot area in
business. I had already watched a fad cycle come and go related to work I had
been doing for years with Innovation Associates. We had been teaching courses
in personal mastery and leadership since 1979, and we all sat on the sidelines
and watched as other people wrote about vision, empowerment and alignment-ideas
that we had been teaching for years. That morning as I meditated it dawned on
me that it was not O.K. to sit on the sidelines this time. It was time for a
book on the subject of learning organizations, and I wanted to get it out
before the whole world was talking about them, I didn't want to define the
territory; it is really too broad for one book. My hope was to establish a
point of view of learning organizations that might serve as a reference point.
(cited in Galaghan, 1991, p. 38)
As it turned out, the book has become the reference point for
work on the learning organization, selling more than 300,000 copies worldwide.
Senge is, however, typically ambivalent about the success of the book,
commenting, "I am not even sure that it's such a good idea for the field
that this book has been as popular as it has" (cited in Fulmer & Keys,
1998, p. 34).
He also appears to be quite philosophical about the prospect
of the learning organization falling out of favor, accepting it as part of the
natural cycle in management thinking in which managers embrace new ideas,
explore them, and move on to the next ones (Griffith,1995). Although he is not
the first management guru to express concern about his or her concept being
consigned to the pile of last year's models, his public statements suggest that
he wants his audience to be fully aware of what they are getting into when they
decide to embrace the learning organization concept. Perhaps by being explicitly
reflexive about the management fashion enterprise and his role within it, Senge
hopes that his followers may be more likely to resist the inevitable rejection
phase of the cycle and persist with his concepts long after they cease to
remain fashionable. The idea is that the learning organization is too important
to be treated as another passing fad.
In a rhetorical turn reminiscent of Tom Peters's (1987)
opening comments in his book, Thriving on Chaos, about there not being any
"excellent companies," Senge has stated a number of times that there
is, in fact, no such thing as a learning organization. Instead, he states that
the learning organization is a thing we create in language.
Like every linguistic creation, this category is a double-edged sword that can
be empowering or tranquilizing. The difference lies in whether we see language
as a set of labels that describe a pre-existing reality, or as a medium in
which we can articulate new models for living together. (Kofman & Senge,
1993, p. 16)
His unapologetically normative perspective suggests that
Senge is more than aware that he is trying to create and sustain a rhetorical
vision. He is quite explicit about his aims and objectives:
We are taking a stand for a vision, for creating a type of
organization we would truly like to work within and which can thrive in a world
of increasing interdependency and change. It is not what the vision is, but
what the vision does that matters. (Kofman & Senge, 1993, p. 16)
On another occasion, he has remarked, "This isn't
pie-in-the-sky stuff. I believe nothing motivates change more than a clear
vision" (cited in Meen & Keough, 1992, p. 58). There is no apparent
attempt on his part to use a rhetorical sleight of hand by having his audience confuse
his essentially normative vision with a descriptive vision. However, in the
media accounts of the learning organization, these two visions have frequently
become blurred and confused.
This confusion is further exacerbated by his attempts to
respond to demands by practitioners to make the learning organization more
concrete by laying out the steps that are required to create one. His first
attempt to address this challenge came in the form of The Fifth Discipline
Fieldbook that he wrote with a number of his colleagues to answer the
repeatedly asked question, "What do we do on Monday morning?" (Senge,
Roberts, Ross, Smith, & Kleiner, 1994, p. 5). In the practitioner community,
response to this book has been mixed, with the general consensus being that,
although it contained some interesting and provocative ideas, it was still not
sufficiently practical. Five years later, Senge and his colleagues produced The
Dance of Change, which is tellingly subtitled The Challenges of Sustaining
Momentum in Learning Organizations (Senge, Kleiner, Roberts, Roth, & Ross,
1999). The term dance of change refers to what the authors describe as the
inevitable interp! lay between growth processes (i.e., the five disciplines)
and limiting processes (i.e., the challenges that accompany any change
process). It will be interesting to see whether this latest book and the media
attention it receives has the dramatic qualities required to reignite and
sustain interest in the learning organization vision over the longer haul.
CONCLUSION
The learning organization continues to inspire a large and
growing body of literature in both academic and practitioner journals. Much of
this work seeks to build, test, and refine the rhetorical vision of the
learning organization (DiBella & Nevis, 1998; Jashapara, 1993; Jones &
Hendry, 1994; Starkey, 1996), whereas a sizable portion is devoted to
critiquing the vision on instrumental, theoretical, moral, and political grounds
(Coopey, 1995; Fenwick, 1998; Flood, 1999; Torbert, 1994; Tsang, 1997; Victor
& Stephens, 1994). However, comparatively little attention has been paid to
understanding why the concept, particularly as it has been formulated by Senge,
has attracted so much interest and, in comparison to a number of other
management fashions, has demonstrated considerably more staying power in the
realm of managerial discourse. This article has sought to redress this
imbalance by conducting a fantasy theme analysis of the rhetorical vision of
the learning! organization that has been created and disseminated by Peter
Senge and his colleagues. The analysis has suggested that it is the dramatic
qualities of his socially rooted vision, that is, its ability to inspire
followers to see themselves actively engaged in building a learning
organization, that have helped it to stand out from other competing
conceptions. In addition, Senge has been shown to be an adept and agile
sanctioning agent who, by putting into practice much of what he preaches, has
been able to sustain widespread interest in his rhetorical vision.
An earlier version of this article was presented at the
Third International Conference on Organizational Discourse held at King's
College, London, July 1998. I would like to thank the editors of this special
issue, Tom Keenoy, Bob Marshak, Cliff"Oswick, and David Grant, for their
constructive criticism and expert guidance. Thanks also to Douglas Bowie, John
Burgoyne, Deborah Jones, and Kevin Peterson for their helpful suggestions on
earlier drafts of this article.
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Bradley G. Jackson
Victoria University of Wellington
Bradley G. Jackson is a senior lecturer at Victoria
University of Wellington, New Zealand.
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