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Do an individual relational meeting with yourself and/or
have an experienced organizer do one with you.
What are your principal public interests?
Who do you know who shares these interests? Who do you
know of with whom you might be able to get a meeting
either yourself or with help from someone you know?
What would you like to accomplish in relation to these
interests and these people?
This should allow you to identify at least one and hopefully
3-5 possible arenas. Choose among them based on your
degree of interest, access, and aims.
Begin with someone you know, or someone that
someone you know can connect you with. Failing that,
begin with someone in your arena of interest who is in
a publically identifiable leadership role but not
inaccessible.
Get as much background on them as possible
Google
Person referring
Observation
Begin with where they are …
Good first questions include:
So what brought you (to this neighborhood, city,
country, etc; to organization X, to working in field Y)
Questions which build off something you have noticed
in their office.
Questions which praise an achievement and ask how
they did it (then probe for why).
Ask agitational questions
Get their story/stories
Be interested. If you are not you may as well leave.
Probe using more agitational questions:
Why did you do that?
What are/were you trying to accomplish?
Who helped you?
What did you learn?
Keep the questions appropriate to what is going on
(don’t just pull them off a set list; it should be a
conversation).
Especially in second and later meetings you should
reinterpret what the person has said in a way that lays
the groundwork for a further relationship.
Have you ever thought of …?
Would you be interested in meeting other people who
have similar interests?
What would you do if someone asked you to …?
Or, if they are already acting or moving toward action
ask:
What do you plan to do?
What would help?
Who would help?
End before the meeting is over.
Thank the person for their time.
Ask who else you should be talking to.
Followers are interested only in their own problems, have few public
relationships and will only act to resolve problems that affect them
personnally.
Tertiary leaders understand that their problems also affect other people
and are connected to related problems. They have followers and will act
on problems affecting those in their network.
Secondary leaders understand that particular problems are
manifestations of much broader problems. They have networks of
tertiary and other secondary leaders who they mobilize to address
these broader problems. They organize issue campaigns and create
movements.
Primary leaders are interested in principles and values. They have
networks of primary, secondary, and tertiary leaders. They conserve,
build, or transform enduring organizations or major institutions.
A broad vision, and a well developed set of principles and
values. This doesn’t necessarily mean being a scholar or
even formally educated; it does mean engaging big picture
questions.
A network which includes at least some secondary leaders
who are themselves able to “turn out” substantial numbers
of people for actions which are not part of the ordinary
activities of their organizations and which are explicitly
aimed at affecting change.
They work to build organizations and institutions which
embody and promote their principles and values over the
longue duree.
An interest in broad problems which go beyond the
ordinary functioning of their organizations. They want to
change things, often in a really big way, but they do not
have the breadth of perspective regarding where these
issues fit in the big picture which characterizes primary
leaders.
Spontaneously they tend to have networks of other
secondary leaders. These networks tend to support each
other’s “causes” without actually building a mass base.
Secondary leaders can be trained to build networks of
tertiary leaders who can tap into the interests of ordinary
people and build a much larger base.
They often see themselves as part of a movement (political,
religious, social, etc.)
Interested in problems. These may be very complex
and important like climate change or renewable
energy or very simple and concrete. But even if the
problem is big they approach it technically rather than
politically (by looking for a better way to do things
rather than building power and changing policies or
structures or civilizational ideals)
Have followers, generally spontaneously recruited,
who they can turn out in small numbers for actions
outside the ordinary functioning of their organization,
because of personal ties or because people respect
their work.
Primary Leaders: Institutions which are defined by a
set of principles and values (religious institutions,
political parties which are ideologically defined, some
labor, civic, and fraternal organizations).
Secondary Leaders: Organizations focused on
effecting change on one or more concrete issues.
Remember that people can lead based on any of the
various forms of power or a combination thereof:
organized money, organized people, or organized
mana.
They can use their own resources, those of others, or a
combination.
The higher the level of leadership the broader its
spatiotemporal effects, but also the more difficult they
may be to discern.
We live in a bureaucratic society in which positions are:
Ranked based the money, power, and status they are
supposed to carry.
This rarely corresponds to reality, but higher ranked
positions do give a certain preferential access to money and
relationships, largely based on a specific form of mana
(legal rational authority).
This must, however be activated good organizing skills.
Higher up does not automatically mean more powerful.
And because bureaucratic jurisdictions are limited some
positions may make it more difficult to build and exercise
power in certain arenas.
Here is my self-interest map
What I want to accomplish:
Define a new spiritual/civilizational ideal
Make significant spiritual progress in accord with this ideal, achieving at least
nonconceptual/experiential/connatural knowledge of the first principle (mystical
union/stream-enterer)
Build new institutions or transform old ones to carry this ideal including:
Scholarly and teaching institutions which can develop and promote this ideal,
A political-theological leadership organization which can develop and implement a strategy for
realizing the ideal in the public arena, and
A religious community which can support a new form of consecrated life which integrates
contemplation and action, marriage and parenthood
What supports I need to do this:
time and space for my scholarship (respect, autonomy, modest financial security, solitude
and peace)
Students, relationships with primary and secondary leaders in the academic, religious, and
political sectors, and with mentors and friends who can support my spiritual development
Sources of inspiration: beauty, travel (pilgrimage and exploration)
Focus: increasingly longue duree --centuries and lifetimes.
Primary sources of mana:
Publication record (8 books and one under contract; numerous articles)
scholarly, religious and political lineages from: Bellah, Houtart, Harris, Cortes,
Cardenal;
degrees from Berkeley (GTU), Yale, Chicago;
Track record at UDC, UAS, CC, UNM, UACJ, CCSJ, Dallas.
My own character
Primary Relationships
life partnership: Maggie Mansueto (Coeli and Zhe Zhe)
relationships with scholars and organizers listed above as well as weaker
relationships with a few more primary leaders (Tu, Nasr) and numerous
secondary and tertiary leaders in academic administration (Bain, Caulfield,
Chesney), interfaith dialogue; very weak/old relationships with
religious/political/community leaders in Dallas, Chicago, Gallup
Primary sources of funding
Almost completely dependent on salary income
Small consulting, royalty, and investment income
Scholarship/research
Basic: social theory, philosophy, theology
Applied: sociocultural intelligence
Creative: fiction, painting (magic realism/science fiction)
Organizing
Strategic relationship building/mission definition and
positioning strategy
Operational level leadership in academic and political arenas
Pastoral:
Helping individuals find their way, using a nonconfessional
approach drawing on my research and organizing skills.
Academic
Administration
Faculty
Nonprofit Leadership/Government/Consulting:
Interfaith Dialog, Deliberation, and Organizing
Public Humanities
Leadership Advisory and Organizational Development Consulting
Alternatives/complementary activities
Alternative practitioner (Guide for the Perplexed)
Writing fiction and developing serious alternate reality games
which promote engagement with fundamental questions of
meaning and value and engagement in the public arena.
INDIVIDUAL RELATIONAL
MEETING ANALYSES
FURTHER INSTRUCTIONS
ANALYSIS SHOULD
• Demonstrate your skill in conducting individual relational meetings, especially in asking agitational
questions, probing on leads, building a relationship, and exploring networks.
• Convey to the reader the best possible sense of this person’s value as a political asset, including
interests, networks, and leadership capacities.
INTERESTS: LEVELS OF INSIGHT
Competent: a basic statement, based on observation or a direct statement on the part of the subject, of what
they do. The subject wants to start their own business, work on reducing homelessness, work with kids, etc.
Proficient: at least a first level probe which gets deeper insight in their motivations. This will usually be a story
explaining how they became involved in what they are doing together with an analysis which draws
conclusions which explain at the broadest level what they are trying to do in life and why.
Superior: multiple probes resulting in numerous insights like the above OR a more in-depth analysis which
nuances our understanding of what the person’s motivations are. Yes they are interested in starting a business
or working with kids or reducing homelessness but their real “number one” motivator is economic security,
fame, status, actually doing justice, etc.
Outstanding: A comprehensive, in-depth picture of the subject’s interests which gives a probably reliable
estimate of their global hierarchy of motivations. The person is, for example, authentically interested in
economic development which will sustain indigenous rural communities but status and rule following are also
very important.
INTERESTS: EVALUATING LEADERSHIP CAPACITIES
•
Passive: principal interests are in pleasure, security, etc.
•
Follower: principal interests are in supporting their family, pursuing any of a range of activities which develop them and support the
common good; generally show some understanding that achieving these goods requires prudence, having the right priorities,
moderation, effort and struggle
•
Tertiary Leaders: principal interests are in resolving problems which bear in some way on the common good. These may be framed
concretely (getting rid of an abusive principal at the local school, higher wages for workers, etc.) or abstractly (unifying relativity and
quantum theory, achieving or promoting enlightenment or creating a just society) but they are pursued largely as technical, scientific,
philosophical, theological, or spiritual problems, not as political problems.
•
Secondary Leaders: In addition to being interested in problems of the sort which engage tertiary leaders, secondary leaders politicize,
defining issues and leading campaigns in a way which advances the capacity of organizations and institutions to act effectively on
those problems in service to the common good. They are likely to be involved in working to affect policy or develop major new
initiatives in the organizations and institutions they serve. They may also be involved in shaping mission, strategy, or broader
organizational or institutional struggle but their focus remains on the issues important to them and not on the institution as such.
•
Primary Leaders: In addition to the below primary leaders work to embody principles, values, missions, strategies, etc. in enduring
organizations and institutions and to strengthen the ability to those institutions to advance the common good over the very long
haul. They focus on identifying, building relationships with, training, and mentoring other leaders and on developing enduring
patterns of interaction (not just formal bureaucratic structures) which sustain those leaders and their work.
RELATIONSHIP NETWORKS: LEVELS OF INSIGHT
• Competent: Identifies one or more relationships which has been important to helping the subject advance
their interests OR is able to describe in very general terms the types of relationships on which the subject has
relied (e.g. what they are as opposed to how they have worked) OR states that there are no public
relationships OR states that it was impossible to obtain data.
• Proficient: Shows some depth of insight regarding why a particular relationship or relationships have been
important OR provides a moderately developed analysis of the types of relationships on which the subject has
relied (e.g. something about how they have worked, not just what they are) OR provides evidence that there
are no public relationships OR explains why it was impossible to obtain data.
• Superior: Identifies and explains how multiple relationships have worked to advance the subject’s interests OR
provides comparable analysis of types of relationships when confidentiality requirements clearly prevent
disclosure of particular relationships OR provides explanation of why there are no public relationships.
• Outstanding: Provides a systematic analysis of the subject’s network identifying relative importance of
relationships with and how they all work to enable the subject to realize their interests, with a high degree of
probability.
RELATIONSHIP NETWORKS: EVALUATING LEADERSHIP
CAPACITIES: PASSIVES, FOLLOWERS, TERTIARY LEADERS
• Passive: no public relationships or unware that they have public relationships and then to treat them as
private.
• Followers: public relationships are largely those within formal organizations (a workgroup or employing
organization, a local congregation or other spiritual organization, possibility a local fraternal or civic
organization) in which they play a subaltern role. They may, nonetheless, understand these relationships as
public (whether or not they use that terminology) and use them effectively to advance their interests and
serve the common good.
• Tertiary leaders: public relationships are largely with people working on solving similar problems. These may
be of essentially any geographical scope and if the problems are posed broadly and abstractly they may
important scholars, scientists, etc. but are likely effective primarily within a narrow specialization. At the
higher level they may be well known, even globally renowned, problem solvers frequently called into help
organizations address the problems in which they specialize. At the lower levels the relationships are with
followers and other tertiary leaders. At the higher levels there may be relationships with primary and
secondary leaders but in an advisory or subaltern role.
RELATIONSHIP NETWORKS: EVALUATING LEADERSHIP
CAPACITIES: PRIMARY AND SECONDARY LEADERS
• Secondary leaders: public relationships are with a broad range of people across multiple sectors who must be
engaged in order to effectively politicize problems as issues. Secondary leaders consciously build networks of
people who will help them build the power necessary to affect policies or promote major new initiatives. The
focus, though, is on mobilizing support for campaigns and initiatives. Because of the interdependence which
characterizes our society, even if primarily a local actor a mature secondary leader will likely have significant
relationships at the metropolitan/provincial level and may well have significant global connections. There will
be broad networks of tertiary leaders, collaborative relationships with other secondary leaders, and
connections with primary leaders who serve as mentors or sponsors.
• Primary leaders: public relationships are with a broad range of people across multiple sectors who must be
engaged in order to build, conserve, and transform institutions. Primary leaders systematically build
networks, which may be largely hidden, of complex and mature people who can help them build enduring
organizations and institutions ordered to the common good. They engage these people holistically, cultivating
their understanding of and commitment to the common good and nurturing their political capacities while
working to create enduring patterns of action which serve the common good as they understand it. Even if
primarily local actors they will likely have at least some global connections and operate across very protracted
timescales.
EVALUATING LEADERSHIP CAPACITIES
• Consider both interests and relationships.
• Make an argument as to where the individual falls on the spectrum.
• You should try to place them on the spectrum but may note that they have interests that are more
advanced than their relationship networks can support, etc. I am looking for an argument. The aim is to
be intention about the way we assess assets, not to pigeonhole everyone.