In 2017, while I was a Director of Training and Career Development with an industrial cleaning organization of over three thousand employees, my company merged with our largest competitor. This created a new company of over 7000 employees, all of whom held onto the animosities and historical competitiveness that they had fomented towards each other. Our CEO said we were forced to move from loving hating each other to hating loving each other in just one day. Our two companies had been competitors for over twenty years, fought for the same contracts, traded, hired and fired the same employees, and used one another as foils for our losses and our disappointments.
As a part of the executive team, I was in a unique position to see how the senior leaders of our two companies handled the merger. Although the leaders were able to see the horizon and the landscape better than the field technician or field location manager, they were no more mature in their insight or emotional intelligence. Within a few weeks, our human resources department realized it was time for an intervention from an outside consultant. A leadership consultant was hired to come in to assess the leadership team, with the goal to help the team as a whole work together more harmoniously.
Taking the Assessment
One of the first tools this leadership consultant applied to the team was a DiSC personality assessment. Having taken personality assessments many times in the past, this might not seem like fertile ground for a transformative learning experience, initially, it wasn't. But the presentation of the material was what differentiated this experience and the DiSC assessment from other assessment experiences.
The assessment began with the opportunity for each member of the executive team to take the DiSC assessment for themselves. All of this was completed via computer through a web application that quickly displayed our assessment results. Mine came back as an S, which I was told stood for steadiness. According to DiSCProfile.com S personality types described in Business News Daily, an S type in general, enjoys cooperation, is supporting and sincere, is humble, consistent, and doesn't rush (Fallon, 2015).
Taking the assessment and reading about my tendencies reinforced the positive qualities that were listed and that I saw in myself, as well as highlighted those areas that I felt I could work toward correcting.
Setting the Stage
The next phase of the consultation that started to set the stage for a transformative learning experience. First, the team and I were allowed the opportunity to see each other's results. The results not only showed where I stood in relation to every other team member, but showed their tendencies, spelled out their likes and dislikes, and demonstrated to what degree these tendencies were an overall part of their lives. This by itself started us down the path toward more knowledge and a potential transformation, but it was the next day that set the stage for transformation and continued the process.
The following day, the consultant had the entire senior leadership team meet in a conference room together. The meeting began by each person discussing their personality type and how they felt the published tendencies of that type fit their own views of themselves. This open forum for conversation is listed as a part of the set up for Education for Transformative Learning by Mezirow in his chapter Transformative Learning: Theory to Practice in New Directions for Adult and Continuing Education. He writes the "key idea is to help the learners actively engage the concepts presented in the context of their own lives and collectively critically assess the justification of new knowledge" (Mezirow , 1997, p. 10).
Thinking as Groups
The next moment of transformative learning occurred when we were asked to split up into teams based on our personality types. All of the S type personalities were grouped into one corner, all of the D types in another, the I types and C types in two other corners. We were asked to draw or list the characteristics of our personality type that would help others best communicate and work with us.
Again, this technique draws on what Mezirow listed in his chapter cited above, but it also hit on another concept that he listed in the same passage; in "fostering self-direction, the emphasis is on creating an environment in which learners become increasingly adept at learning from each other and at helping each other learn in problem solving groups" (Mezirow, 1997, p. 11).
It is in Adult Learning: Linking theory and practice where the author's state regarding transformative learning "for this to occur, however, there must be space for students to reflect, discuss, and engage in activities that draw upon their life experiences."(Merriam & Bierema, 2014, p. 96). This is precisely what we found during out DiSC exercise. The text goes on to state, "although some suggest a transformation of perspective can occur through noncognitive means such as a spiritual or intense emotional experience, in an instruction setting the tools at our disposal are to model and enable students to examine and critically assess their assumptions about themselves, the world, and their place in the world" (Merriam & Bierema, 2014, p. 95).
Critical Self-Reflection
Having gone through this transformative experience critical self-reflection was a definitive outcome of the event. I have taken several personality tests prior to this event and had even taken a DiSC self-assessment prior to this meeting with the consultant and senior leadership team. The difference in this instance was the ability to relate my experiences to others and to understand how knowing my and my colleagues DiSC assessments effected our ability or inability to work well together. The ability to provide a place for self-reflection of my place in the community, and understand the place that others held, the chance to think critically about how my actions affected others, and in what ways they were affecting me with their personality types, these techniques were deliberately used by the consultant to set up an environment for a transformative learning experience.
Conclusion
Perhaps the most relevant piece of information leading to this transformative learning experience is that it occurred after having been with the same company for almost ten years, and moving through a major acquisition. This was what Mezirow would call a "disorienting dilemma." In the article Transformative Learning in Adulthood, the author Susan Imel states, "Perspective transformation leading to transformative learning however occurs much less frequently. Mezirow believes that it usually results from a disorienting dilemma which is triggered by a life crisis or a major life transition " (1998, p. 2).
The merger, the chance to see my own faults and strengths and compare them to others, and the chance to look at myself with a critical eye, all compounded to create a Transformative Learning event.
Imel, S. (1998). Transformative Learning in Adulthood. In ERIC Clearinghouse on Adult Career and Vocational Education (ERIC Digest No. 200).
Fallon, N. (2015, December 30). DiSC Assessment: What Kind of Leader Are You? Retrieved from https://www.businessnewsdaily.com/8692-disc-assessment.html
Merriam, S.B., and Bierema, L.L. (2014). Adult learning: Linking theory and practice. San Francisco, CA: Jossey-Bass.
Mezirow, J. (1997). Transformative Learning: Theory to Practice. In New Directions for Adult and Continuing Education (No 74, Summer, pp. 5-12). Josey & Bass Publishers.




























