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Outdoor Action Guide to Group Dynamics & Leadership

Preparation, Motivation, or "Sell It"

Create in your participants a receptive attitude and a desire to learn the skill.

  1. Put your students at ease.
  2. Establish an informal arrangement.
  3. Name the skill.
  4. Use stories to prove the importance of a skill.
  5. Give necessary background; for example:
    • Purpose of a skill.
    • When it is used.
    • How it is used.
    • Why it is used.
    • Where it is used.

Presentation, Demonstration, or" Show It"

Arrange in such a way that the participants can follow the demonstration easily and see all that is to be seen.

  1. Teach one skill at a time.
  2. Explain while showing - tell and show.
  3. Face the participants while telling and showing.
  4. Speak clearly and demonstrate deliberately in continuous sequence.
  5. Stress the key points of the skill.
  6. Stress the need for repetition.
  7. "Whole-Part-Whole" method of presenting a skill:
    • Show the whole skill first.
    • Break the skill into parts.
    • Show the whole skill again in slow motion.

Application, Practice, or "Do It"

Make use of mass group, partners, and individual methods of class organizations according to the type of skill, size of class, size of class area.

  1. Have participants do the skill.
  2. Have participants practice progressively in parts leading to attainment of the whole skill.
  3. Watch for and correct errors immediately. Early correction of an error leads to increased success.
  4. Compliment and encourage your participants.

Adoptions, Follow-up, or "Use It"

The "Law of Use and Disuse" states "that a skill which is used frequently becomes a habit and if not used frequently may be forgotten."

  1. Apply and adapt the skill to numerous situations, such as:
    • Testing
    • Problem work or drills
    • Teaching to a student who has difficulty
  2. Encourage its use in actual situations.
  3. Have people teaching the skill to others - individual or class.
  4. Review skills periodically.

Conclusion: A good teacher challenges, inspires, encourages, and helps his/her participants with the skills. A good teacher never gives up, is patient, avoids bad mannerisms, speaks clearly and distinctly, uses simple language that all can understand, and emphasizes key points when talking directly to a group of participants.

Philosophy of Outdoor Education

Goals of OA

Increased self sufficiency 		Meeting people more easily
Breaking down sex barriers 		Increased self-awareness
Increased awareness of others		Intense personal contact
Appreciation of wilderness		New wilderness skills
Adaptability to new situations		Self-confidence
Escape from pressures			Appreciation of civilization
Increased self-esteem			Fun
Leveler					Increased self-reliance
New random group 			Pushing limits
Seeing worth in others			Education outside the classroom
Teaching responsibility to others	Awareness of how your actions effect others
Appreciation of the natural environment	Honesty & Self-disclosure

Reaching the Goals

OA is based on a model of experiential learning known as the Thaw-Shift- Refreeze Cycle. This model assumes that we each have a developed set of behaviors and attitudes. When we are placed in a new situation, our old behaviors may not be appropriate. So there is a thawing period during which new behaviors/skills can be learned. If these new behaviors work well, and are properly reinforced, they re-freeze and the person incorporates a new set of behaviors.

It is essential to remember the following points:

  • New behaviors are learned primarily from the leaders.
  • It may be a challenge/stress situation (such as hiking in a downpour - see Challenges below) that initiates the Thaw-Shift-Refreeze Cycle.
  • There may be anxiety during the Shift process while the person casts of old "safe" behavior and struggles to learn new behavior.

The wilderness provides an excellent "classroom" for this type of development. An outdoor environment, in a small group setting provides an immediate and simplified environment. You are dealing with basic issues like staying warm and dry, feeding yourself, and traveling from A to B. As a result the skills you need are basic ones which give you immediate feedback. If you didn't set the tarp up right, you get wet. Thus participants are in an environment where new behaviors are learned quickly.

The other essential part of the situation is the group. A small group setting (8-12) provides for diverse interaction and sharing yet also is small enough so that close relationships can be formed. The interconnections between people in the group are essential for providing support and encouragement as people face challenges and learn from them. Once again the leaders must work to facilitate effective group interaction.

Experiential Learning

Experiential Learning is learning through doing. By definition this involves change which is an active process. Remember that change and new situations can create anxiety for participants. The general process of personal change is shown in Figure 9.1

Cycle of Change

Figure 9.1

What Causes the Thaw?

  • New environment
  • Equalizer
  • New people
  • Positive relationships
  • Role models
  • New rules, goals
  • Stress - physical, emotional
  • Challenge
  • Disequilibrium

The fundamental goal of dealing with challenge is not whether you reach the summit but did you push yourself beyond your previous limits in the attempt. This is what creates growth and change, the knowledge that you can move beyond where you were before. Be aware that if a person gets confused about the locus of the challenge (e.g. perceives the obstacle to be internal when in fact it is external or vice versa) s/he may become frustrated trying to overcome the challenge.

Example: Jim is having a hard time hiking on a wet, rocky trail. He perceives that obstacle as internal, "I must be a wimp." In fact, the obstacle is external-the trail is truly difficult-and everyone else may be having trouble. If this can be pointed out, Jim won't be so frustrated and angry with himself.

Other Facets of Challenge

  • A challenge may be something one seeks out (going rock climbing) or something encountered unexpectedly (bad weather).
  • Motivation and skill may be key factors in moving past/through the obstacle. Many challenges involve an emotional component (often stressful).
  • Remember nothing is trivial! Each of us experiences challenge differently and each of us has different experiences which are challenging.
  • As a leader you may want to push someone to attempt a challenge, but know when to back off. This is a fundamental principla known as Challenge by Choice. At the final point addressing a challenge should be a personal decision by the participant, not something they are forced or pressured into. Accepting a challenge is a motivational choice. Yes, I will attempt it or No, I won't attempt it. Support the person in either decision they make. If s/he chooses not to continue, let the person pass and be supportive in such a way so that they feel empowered by their willingness to try rather than devalued for not having achieved the task. Accept the individual's choice, as long as it is not unsafe.
  • The key to growth through the Thaw-Shift-Refreeze process is not whether the person did the activity, but rather that s/he pushed to his/her limits to try it.
  • Be aware of the Process of Decreasing Self-worth: Did not achieve goal Sense of Failure Feeling one is not a good person, feeling that the group will think less of you . To combat the process of decreasing self-worth let the person know that s/he is an accepted and valuable part of the group. Make the person aware of the semantics of the words success and failure. Neither exist as absolutes though we treat them as such. In fact, they exist along a continuum. If you try to get from A to Z and only get to T you have not failed! You have made great strides. If someone stands at the edge of a rappel for 20 minutes, scared, and finally decides not to do it, they have in fact succeeded. They pushed themselves to and beyond their limits probably more than the others who went down the rope (since it was probably less of a challenge for them).
  • Challenge can be an integral part of being in the wilderness which is one reason why OA is able to accomplish so much in terms of personal development. However, always keep in mind that your diverse group can handle different challenges at different levels. Make sure you are not placing people in situations where the challenge is too far beyond their current levels. This does not lead to feelings of achievement and growth but rather to frustration and loss of self-esteem (see above).
  • Also remember that "artificial challenges" created by the leaders can be a wonderful stimulus for development (Example: setting up camp without talking). However, if the level of challenge is inappropriate, it can lead to great frustration with the leaders. Make sure that you are not increasing the Accident Potential (see Section 10 - Safety & Emergency Procedures: Dynamics of Accidents).

Examples of Challenge

Hiking faster 			Dealing with people different from yourself
Hiking slower 			Taking care of the wilderness
Leadership 			Sharing responsibility
Trusting others 		Learning a new skill
Responsibility to others 	Taking risks
Endurance/physical stress 	Honesty with the group/self-disclosure

What is Disequilibrium?

Disequilibrium is also a challenge. It occurs when someone feels "out of their element" and can often be a stimulus for the Thaw-Shift-Refreeze Cycle. Disequilibrium is caused by:

  • Unfamiliar settings
  • Unmet needs (Maslow's Hierarchy of Needs)

Leadership

Learning to be an effective leader is on of the most demanding tasks you will face. Some of the responsibilities and roles you will need to play are listed below.

Leader Responsibilities

  • Safety
  • Honesty
  • Establish trust
  • Teach skills
  • Be vulnerable
  • Role model
  • Provide balance
  • Adapt to situation(s)
  • Make decisions
  • Provide motivation
  • Facilitate group interaction
  • Move group from A B
  • Be sensitive to needs of group
  • Deal with expectations of others

Leader Roles

  • Listener
  • Confidant
  • Initiator
  • Decision-maker
  • Mediator
  • Observer
  • Authority
  • Advisor
  • Communicator
  • Friend
  • Advocate

Functions of a Leader

This model of leadership is based on the premise that in working with a group there are two basic functions which need to be attended to. One is working to accomplish the tasks the group has set out to do. The other is ongoing maintenance and development relationships within the group. Thus there are two basic types of roles or behaviors for leaders to engage in-Task Roles and Relationship Roles. Examples of these roles are identified below.

Task Roles/Functions/Behaviors

  • Information and Opinion Giver: Offers facts, opinions ideas, suggestions, and relevant information to help group discussion.
  • Information and Opinion Seeker: Asks for facts, information, opinions, ideas, and feelings from other members to help group discussion.
  • Starter: Proposes goals and tasks to initiate action within the group.
  • Direction Giver: Develops plans on how to proceed and focuses attention on the task to be done.
  • Summarizer: Pulls together related ideas or suggestions and restates and summarizes major points discussed.
  • Coordinator: Shows relationships among various ideas by pulling them together and harmonizes activities of various subgroups and members.
  • Diagnoser: Figures out sources of difficulties the group has in working effectively and the blocks to progress in accomplishing the group's goals
  • Energizer: Stimulates a higher quality of work from the group.
  • Reality Tester: Examines the practicality and workability of ideas, evaluates alternative solutions, and applies them to real situations to see how they will work.
  • Evaluator: Compares group decisions and accomplishments with group standards and goals.

Relationship Roles/Functions/Behaviors

  • Encourager of Participation: Warmly encourages everyone to participate giving recognition for contributions, demonstrating acceptance and openness to ideas of others, is friendly and responsive to group members
  • Harmonizer and Compromiser: Persuades members to analyze constructively their differences in opinions, searches for common elements in conflicts and tries to reconcile disagreements.
  • Tension Reliever: Eases tensions and increases the enjoyment of the group members by joking, suggesting breaks, and proposing fun approaches to group work.
  • Communication Helper: Shows good communications skills and makes sure that each group member understands what the other members are saying.
  • Evaluator of Emotional Climate: Asks members how they feel about the way in which the group is working and about each other, and shares own feelings about both.
  • Process Observer: Watches the process by which the group is working and uses the observations to help examine group effectiveness.
  • Standard Setter: Expresses group standards and goals to make members aware of the direction of the work and the progress being made toward the goal and to get open acceptance of group norms and procedures.
  • Active Listener: Listens and serves as an interested audience for other members, is receptive to others' ideas, goes along with the group when not in disagreement.
  • Trust Builder: Accepts and supports openness of other group members, reinforcing risk taking and encouraging individuality.
  • Interpersonal Problem Solver: Promotes open discussion of conflicts between group members in order to resolve conflicts and increase group togetherness.

The notion that leadership is distributed enters in because all of these roles do not need to be fulfilled by the leader. In many instances a member of the group may be the Energizer who gets people psyched to get out of bed in the morning etc. As the group matures and develops into a cohesive entity, more of these roles are taken on by the participants and the leaders can play less of a active role.

Situational Leadership

Situational Leadership Theory (SLT) takes the Distributed Functions Model of leadership one step further by stating that there is a most effective style of leadership in any particular situation (See Figure 9.2).

SLT states that Task Behavior is the extent to which a leader engages in one-way communication by explaining what participants are supposed to do as well as when, where, and how tasks are to be accomplished. Relationship Behavior is the extent to which a leader engages in two-way communication by providing emotional support, "strokes" and facilitating behaviors.

SLT is based on an interplay between

  • The amount of direction (task behavior) the leaders give,
  • the amount of emotional support the leaders provide, and
  • the "maturity" level that participants exhibit on a specific task, function, or objective.

Participant Maturity is defined as the capacity to set high but attainable goals (achievement motivation), willingness and ability to take responsibility, and education and/or experience of and individual or group. These variables should be considered only in relation to a specific task to be performed.

Example: On the first day of a canoeing trip the participants have a low maturity. Most have never done it before. They don't know the strokes, the terminology, or how to canoe with a partner. Also the group is new to the area and each other. On the fourth day of the trip, the group probably has a high degree of maturity in canoeing. They have learned how to successfully maneuver the canoe and how to work together with a partner. They may be able to handle easy whitewater that you would not have taken them down the first day.

SLT defines four general styles of leadership based on the degree of Task Behavior and the degree of Relationship Behavior (see the diagram below).

High Task/Low Relationship Behavior - is referred to as "telling" because this style is characterized by one-way communication in which the leader defines the roles of participant(s) and tells them what, how, when, and where to do various tasks.

High Task/High Relationship Behavior - is referred to as "selling" because with this style most of the direction is still provided by the leader. S/he also attempts through two-way communication and emotional support to get the participant(s) to buy into decisions that have to be made.

High Relationship/Low Task Behavior - is called "participating" because with this style the leader and the participant(s) now share in decision making through two-way communication and much facilitating behavior from the leader since the participant(s) have the ability and knowledge to do the task.

Low Relationship/Low Task Behavior - is labeled "delegating" because the style involves letting participant(s) "run their own show." The leader delegates since the participant(s) are high in maturity, being both willing and able to take responsibility for directing their own behavior.

SLT connects the style of leadership with the maturity level of the group. That is, to determine the most effective style of leadership, first determine the maturity level of the group in relation to the specific task. Then draw a line from the maturity level axis to the bell-shaped curve in the drawing. The intersection of the line and the bell curve indicates the most effective leadership style for that situation. As the group matures, the most effective style of leadership changes along the bell curve.

Example: On the first day of a trip the participants have a low maturity when it comes to setting up camp. The most effective leadership style is High Task/Low Relationship (Telling) since participants need to be taught how and where to set things up. On the fourth day of the trip, the group probably has a high degree of maturity in relation to setting up camp. In this case the most effective leadership style is Low Task/Low Relationship (Delegating) since the participants can handle it on their own.

The important point to remember regarding SLT is that there is no one "best" way to be a leader. Rather, from one situation to the next there is a most effective style. As situations change, the tasks change and so do the maturity levels of the individual or group in relation to the task. Thus, throughout the trip you will be changing your style in order to provide the most effective leadership. This also does not mean that using another style off of the bell curve is "wrong" but it probably will be less effective or appropriate.

Example: On the fourth day of the trip, the participants know what to do about setting up camp and are good at doing it themselves. If the leader(s) use a High Task/Low Relationship style the participants are likely to wonder why they are being "told" what to do and may get frustrated or angry with the leader(s).

As the group matures they take on more responsibility for running the group both in terms of tasks and relationships. The Distributed Functions Model comes in here because the participants have begun to take on many of the leadership roles originally provided by the leaders. As much as possible it is a goal to move to a Delegating style (as long as the participants are ready for it) since this helps to facilitate growth through the Cycle of Change.

Use of different leadership styles may vary with

  • Age of group
  • Motivation of participants
  • Trip situations/activities
  • Safety issues
For example: When teaching an important skill you would be more task oriented. Also in any emergency situation you need to take quick charge of things via the task oriented style. Remember to use your "leader's radar" to assess not only the state of maturity of the group but also the maturity of each individual. You may need to use one style with the entire group and different styles with individuals within the group.

Modifying Levels of Maturity

Developmental Approach - Maturity can be increased by the leaders using a little less task behavior (direction) allowing the participant(s) to take on more responsibility. If this responsibility is well handled, the leader should encourage the participant(s) with an slight increase in relationship behavior (encouragement). Keep in mind that the movement towards changing leadership styles must be gradual. As the participant(s) reach moderate levels of maturity the leaders can begin to reduce both task behavior and relationship behavior. The reduction in relationship behavior means that the participant(s) have reached a point where they are confident enough and sharing enough among themselves that the leaders do not need to provide so much.

Regressive Approach - It is possible that as the situation changes the groups maturity can decrease. If this occurs the leader(s) must modify their style in the opposite direction on the bell curve by increasing task and relationship behavior.

Example: On the fourth day of the trip it is pouring rain. When the group gets into camp everyone just stands around somewhat mopey. Even though they know what to do, the weather has gotten to them and their maturity level has decreased. The leaders need to become more directive in terms of task behavior to get camp set up and to increase relationship behavior to help lift people's spirits.

Communication

Types of Communication

1. One-way Communication - giving instructions or making announcements to the group who are not allowed to communicate. The listeners are passive and the communication effectiveness is determined by how the messages are created and presented. It takes less time to communicate info but is less effective. Though less frustrating for the sender, it is more unsatisfactory for the receivers. [Assigning a Task]

2. One-way Communication with Feedback (coercive or directive) - the leader presents the message and the group gives feedback on how they understand it. Exchange is completed when the group members indicate to the leader that they have received the message correctly. Called coercive because no provision exists for mutual influence or exchange. The communication begins with the belief that the leaders's position is correct and that the only information s/he needs form the group is that they correctly understand and accept the message. It is faster than two-way communication and less frustrating for the leader but also less accurate and more frustrating for the group members. [Teaching a Skill].

When one-way and one-way with feedback are used, communication can be so poor that informal communication among group members is necessary in order for them to complete the group's tasks adequately. Unless members have the opportunity to communicate freely with the leader, the informal network may become more influential and effective that the group's formal network. It also may lead to fragmentation and factionalization if the group members have different ideas.

3. Two-way Communication - is a reciprocal process in which each member starts messages and tries to understand the other members's message. The leader and the members freely exchange ideas and information in a productive discussion. Both sending and receiving skills are needed. All members are able to participate at will, minority opinions are encouraged and more apt to be expressed. Feelings of resistance or doubt can be discussed and resolved at the time. Two-way communication encourages open interaction, distributed participation and leadership, and consensual decision making. Although it is much more time consuming and more frustrating for the leader, it is less frustrating for the group members and much more effective in the long run since the experience of all group members is brought to bear.

Sending Messages Effectively

  • Clearly own your messages by using "I" language. (See Leadership Concepts below).
  • Make your messages complete and specific.
  • Make your verbal and nonverbal messages congruent.
  • Be redundant.
  • Ask for feedback concerning the way your messages are being received.
  • Make the message appropriate to the receiver's frame of reference.
  • Describe your feelings by name, action, or figure of speech.
  • Describe other member's behavior without evaluating or interpreting.
  • Acknowledge how the other person is feeling.
  • Make sure that your body language communicates your attentiveness to the person. You should be looking at them, have a focused body posture, etc.

Receiving Messages Effectively

  • Paraphrase accurately and nonevaluatively the content of the message and the feelings of the sender.
  • Describe what you perceive to be the sender's feelings.
  • State your interpretation of the sender's message and negotiate with the sender until there is agreement as to the message's meaning.

Leader's Radar

Leader's radar is all about listening and assessment. It means being attentive to all of the members of the group, including your co-leader and yourself. From a safety perspective, it means being aware of increasing Accident Potential (see Section 10). From a group dynamics perspective it means being aware of how each individual member of the group is doing emotionally, physically, are they being challenged, under stress, getting along with others, in conflict, etc. It also means having a sense of the group as a whole. How well are they interacting and coperating, etc. All of this "information gathering" is for you to determine what each person needs from you in terms of education, support, encouragement, being left alone, etc. Leader's radar is made up of concrete listening skills, conversations with your co-leader, careful observation, and intuition. As you develop this skill through actuial trip leading experience, you will be better able to dtermine what roles and steps you should take in working to facilitate a positive group experience.

Gender Issues & Communication

Symmetrical vs. Asymmetrical Communication

Research shows that in western culture there are gender differences where men and women tend to use different paradigms for communication. Women tend to communicate with a goal of establishing connection and men tend to communicate with a goal of establishing status. Both status (asymmetrical communication) and connection (symmetrical communication) can be present to varying degrees in a conversation and both approaches are used by both men and women.

These two different approaches are often correlated with "soft skills" and "hard skills" which is why these skills have been connected with female roles and male roles. The "female paradigm" (soft skills) is demonstrated when the leader is focusing on developing positive connections between the members of the group. The "male paradigm" (hard skills) is demonstrated when the leader is giving instruction (teaching) since this ususally creates a hierarchical structure where one person knows more than another (differential status).

Situational Communication Styles

It is important to recognize your own dominant conversational style and be aware of the situations where it is most effective. Being a well-rounded leader means expanding your communication repertoire to include both styles and recognizing when they are most effective. We need to demonstrate to men that female paradigms are valid and demonstrate to women that male paradigms are valid. Like Situational Leadership, there are different situations in which asymmetrical and symmetrical conversational styles are most effective. Figure 9.3 shows conversation style as related to Situational Leadership. As you can see, when the leaders are focusing on more task-oriented behaviors the most effective conversational style is more assymmetrical since this is often associated with teaching skills to participants. When leaders are focusing more on relationship-oriented behaviors the most effective communication style is more symmetrical since the goal is to develop positive group interaction. Remeber that both styles will be active in a conversation, just that one may be more prevalent than the other depending on the situation.

It is also important to recognize how the dominant styles of your participants can sometime affect their roles within the group. In groups seeking to develop camaraderie, men will tend to engage in establishing hierarchy and women in developing connections. For example, men are often afraid to ask questions about how to do something because it "places" them in a lower status position. Men would rather "figure it out for themselves" and maintain independence rather than feel uncomfortable in "surrendering" control. Women may not be as ready to "take over" a conversation if they feel it will damage the connection between members. The degree to which hierarchy can be downplayed and connection increased improves group boding. The OA model of shifting more responsibility onto the participants while the leaders move from providing instructions to developing rapport facilitates this process.

Space Tolerance

Space tolerance in communication is primarily the difference between symmetrical and asymmetrical conversation. Women, with a greater focus on connection, are willing to wait longer to "fill the conversational gap" than men. Men, due to their focus on hierarchy, tend to step into the gap more quickly. This can create the appearance of the male leader as the authority figure (hard skills) while the female leader is perceived as the group bonder (soft skills). In fact, both leaders have the same skills. Leaders need to discuss the issue of their own personal space tolerance and find a comfortable level for between them so that both leaders can take on different roles with the group.

Feedback & Self-Disclosure

Both feedback and self-disclosure are essential communications skills. Through self-disclosure we reveal things about ourselves to others in a way that allows us to be vulnerable and demonstrates that we trust the others in the group. Self-disclosure by one person tends to lead to self-disclosure by others increasing group sharing and trust. This is an important behavior for leaders to model to participants since it helps establish symmetrical communication and encourages group bonding. Sharing leads to trust. But, one has to trust in order to share, therefore start with sharing. It is here that leaders modeling sharing behavior becomes crucial.

It is important to remember, however, that the level of self-disclosure has to start slowly. If you get "too deep too fast", you will frighten others away from sharing. Like Space Tolerance, different people are comfortable with different levels of slf-disclosure. In order to create a "safe environment" for all group members you will need to model levels of disclosure that are appropriate for all members of the group. You can usually tell whether people are comfortable going deeper. If responses suddenly get "light and silly" it may be that people aren't ready to go any further. Slack off and let the group or individual(s) get there at their own pace.

Feedback is a tool for leaders to encourage positive behavior change, to correct inappropriate behavior, and to help others see themselves more clearly. Remember, like self-disclosure, feedback is a powerful tool that should be used carefully so as to be at a level appropriate to the individual or group. Leaders should also be prepared to give each other feedback throughout the trip to see how tings are progressing.

Tips on Giving Feedback

  • Decide whether the feedback should be to the entire group or to an individual. If you are giving feedback to an individual, decide whether it needs to be done in private.
  • Feedback should be descriptive rather than evaluative. For example, "When you were at the crux of the climb and seemed to be having difficulty, I felt that you took charge of yourself and continued the climb."
  • Feedback should focus on specific behaviors and actions rather than on generalizations. For example to be told that one is dominating is not productive. Instead, tell the person, "when we got into camp you told everyone else what to do and did not allow anyone else to take an active role."
  • Give feedback that focuses on behavior the person can change. People will only be frustrated if they are reminded of something over which they have no control or can't change quickly.
  • Feedback can be focusing on positive aspects of the person or group or negative aspects. When focusing on negative aspects, be sensitive to focusing on specific behavior that is problematic. Make sure that you express that you value the person, but have a problem with the specific behavior. Use "I language" to communicate.
  • Make sure the timing is right to give someone feedback. In general it is best to give feedback at the earliest opportunity. However, if the person is not going to be receptive to feedback at this point (disappointed, angry, etc.), then giving it will not be helpful.
  • Try to express your feedback from a point of reference that will make sense to the person.

Group Development

An Effective Group

  • Has a clear understanding of its goals: overall and immediate.
  • Is flexible in selecting its procedure as it works toward its goals.
  • Has achieved a high degree of communication and understanding among its members. Communication of personal feelings and attitudes as well as ideas occurs in direct and open fashion because it is considered important to the work of the group.
  • Is able to initiate and carry out an effective decision-making, carefully considering minority viewpoints and securing the commitment of all members to important decisions.
  • Achieves an appropriate balance between group productivity and the satisfaction of individual needs.
  • Provides for sharing of leadership responsibilities.
  • Has a high degree of cohesiveness (attractiveness to its members).
  • Makes intelligent use of the differing abilities if its members.
  • Can be objective about reviewing its own processes. Can face problems and adjust to needed modification.
  • Maintains a balance between emotional and rational behavior, channeling emotionally into productive group effort.

Achieving a Cooperative Group Structure

  1. Members must interact, give and receive help from one another, and share ideas, information, and resources to help accomplish the group's goals.
  2. The group goal of getting the task done at the highest level possible must be accepted by everyone, and members need to develop commitment to the group goal.
  3. Because the possibility exists of different group members doing different sub-tasks, groups may divide the labor in various ways to accomplish their goals.
  4. Rewards, if any, must be based upon the quality and quantity of group performance, not individual performance.

Basic Stages of Group Development

There are several basic stages that new groups go through as they move to becoming effective as a group. These stages parallel the Situational Leadership Model (see above), different styles of leadership tend to work best at different points in the overall development of the group.

  1. Forming (Getting Acquainted) - This first stage is characterized by a sense of uncertainty and awkwardness and perhaps anxiety. Participants may be unsure of what to do and how to do it. The "rules of the road"-group norms and standards have yet to be defined and participants are eagerly looking to find out what is okay and not okay. This phase often shows as tentativeness or even some anxiety on the part of the participants. Leaders need to set the tone for group behavior, activities, and interactions (see Establishing Group Norms below). Most people are polite as they try to put their "best foot forward." The result is a superficial level of harmony and cooperation. This serves the purpose of getting the group started and off the ground in terms of motivation and commitment. Members may tend to verbalize how close they feel to each other, and may develop quite a group spirit due to successful task accomplishment. Leadership at this point should be a combination of High Task/Low Relationship (Telling) in terms of teaching skills and establishing norms moving to High Task/High Relationship (Selling) to get everyone involved and interacting in the group.

  2. Storming (Struggling Forward) - This next stage is characterized by individual assertive behavior which may result in some group instability. Participants have begun to feel comfortable enough with their new environment to take some risks in revealing more of their personalities. Each person wants to feel a sense of individual importance and influence on the group - "finding a niche." This becomes more evident as increasing responsibility is shifted to the group as they move into moderate levels of maturity. The Leadership style which may be most effective are High Task/High Relationship (Selling). Leaders should not be surprised if some conflicts develop in the group at this stage. This is part of the natural process of the group becoming self-sustaining.

  3. Norming (Becoming Personal) - This stage is characterized by a growth of affection and establishment of personal relationships. Participants will begin to take responsibility for resolving conflicts and strengthening friendships. The Leadership style which may be most effective is Low Task/High Relationship (Participating) since the group is competent regarding tasks but needs assistance and support in terms of relationships.

  4. Performing (Working Together) - This stage is characterized by harmony among group members. Participants look outwards to see how other people in the group are doing to make sure all are supported. Decision making and problem solving will be shared within the group. At this stage the group is mature enough to attend to its own needs both in terms of task and relationship matters. The leadership style which would be most effective would be Low Task/Low Relationship (Delegating).

  5. Transference - This final part of the group process is essential in making sure that the trip is not remembered as "just a fun couple days in the woods." It is important that participants be able to transfer the things which they have learned about themselves and being in a group back to their regular lives. This is accomplished through the debriefing process discussed in below in Transferring the Experience.

Establishing Group Norms

Establishing norms is an important part of the first stage of group development, letting people learn "the rules of the road." Many of the group norms that we use in OA are actually underlying goals for the experience (like group cooperation, minimal impact, etc.). Group norms can be established in three ways:

  • Stating - telling/explaining to people how to behave, e.g. this is how to wear a pack.
  • Modeling - demonstrating behavior for others to adopt, e.g. leaders picking up trash along the trail.
  • Importing - bringing in behavior customary in other social situations, e.g. people will going off into the woods for privacy to go to the bathroom.

These methods often must be combined in order to work effectively. For example, if you want to reinforce minimal impact camping practices you will need to state it as a goal, explain how to accomplish it, and model the behavior. If the leader simply tells people to pick up trash along the trail, but then walks right by trash without picking it up, the participants become confused as to the norm and may assume that the instruction was merely lip service. Remember, at the beginning of a trip, participants may not know what to expect and may not have previous experience in the outdoors. Direct demonstration is the best way to get things across in this early stage. Before the trip goes out, think about what sorts of group norms you want to convey to the group before leaving campus as well as what things you will need to cover during the trip. Below are some examples of things to present to the group.

Norms to Present Pre-Trip

  • Group Cooperation (everyone needs to do their share)
  • Minimal Impact Camping (idea not specific techniques)
  • Safety
  • Substance Free trip

Norms to Present During the Trip

  • Challenge by Choice
  • Good Communication and Listening between group members
  • Debriefing
  • Respect for Others

Group Decision Making

During the course of a trip, there are a number of decisions that will need to be made by the whole group. These might include things like where to camp, which route to take, whether to rest for the afternoon or do a side hike, etc. Group decision making can be a powerful learning and growth tool for the group. It can also be a place for conflict to develop. The first thing to determine is whether it is a decision that can and should be made by the group, or with input from the group, or is it a decision to be made solely by the leaders. Obviously some issue, such as those that involve safety, will be made by the leaders. To present such a decision to the group suggets that they have authority to make the decision, and if the leaders disagree, they must countermand the group's decision. Also some decision-making can lead to splitering the group. Both of these can lead to bad feelings by the group members and damage the postive group spirit and interaction leaders have worked to facilitate. Avoid this problem by thinking ahead and determining what decisions are appropriate for the group to make. It may be better for the leaders to make the decision from their status as authorities, that to give the decision to the group and have the process lead to negative outcomes. Leaders will also need to decide if they should be involved in the decision process, or "sit it out." Sometime the presence and perceived authority of the leaders can slant the decision making process. However, in certain situations, this can work to your advantage as a leader. Making good group decisions involves a process, which the leaders may have to state or model as a norm for the group to follow.

Decision Strategies

  • Authority Decides - In this case the decision is made by the leaders by virtue of their role of being responsible for the trip or by some person determined to have the greatest knowledge about the topic. This process can be very effective when the individual(s) have significantly more knowledge than the other members of the group. It is also very efficient in terms of time. In some cases, getting feedback from the group may be essential for the leaders to have all the facts in order to make a good decision. For example, if the leaders have to decide about changing the route, they need to know the physical and mental state of all the participants. The most common scenario for this decision making process is a safety or emergency situation. Here the leaders need to take charge of the group. Keep in mind that some individuals, even though they may be the most knowledgeable, may not be good at making decisions. Making effective decisions is a skill that all leaders should develop. If things seem to be breaking down and a decision is not being made, you may have to move to another method.
  • Majority Vote - In this case members of the group are polled and the option that receives support from the greatest number in the group is chosen. This strategy works well if everyone agrees to be bound by it, and if everyone feels they have a chance to express their viewpoints and needs. However, it can lead to splitting of the group. Once again leaders should evaluate if this method will be a positive or negatice experience for the group.
  • Consensus - This is the most effective method of making a group decision in terms of members feeling included. Consensus decision making means reaching a decision that all members of the group are willing to support at some level. In order to reach this point, everyone in the group must be given ample time to express their view and time to express their disagrement with other's views. Through a process of negotiation, the group moves to an idea that everyone can place some level of support in. this process can take a great deal of time and "perfect consensus" is almost never reached. Make sure that you have the time before embarked on this as you approach. It is counter-productive to start with the consensus process and then have to give it up to make the decision some other way because you don't have enough time.

In all of these strategies it is important for leaders to model good listeining and communication skills. Leaders may need to act as facilitators for effective communication through such things as asking people not to interrupt others, quieting dominant members of the group, and asking quieter members to speak up.

Group Decision Making Process

  1. Set goal(s) & prioritize them
  2. Brainstorm options for achieving goals
  3. Evaluate the different options and examine how the options meet the goal(s)
  4. Determine the decisio-making strategy to be used (see above)
  5. Decide on an option using one of the following criteria
    • Best serves highest priority goals
    • Best serves all goals
    • Serves goals without creating any negative outcomes
    • Creates the least negative outcomes

Conflict & Problems

Conflict

Conflict can always arise in group settings. Conflict occurs when there are differences in:

  • Needs
  • Perceptions
  • Goals
  • Experience
  • Values
These differences can be between individuals or between sub-groups within the group. Many times the conflict is due to lack of communication between people. If people understand the needs, values, perceptions, etc. of others in the group, then conflict can often be avoided. This is why one of the important roles of the leaders is to set the tome of the trip and introduce the basic goals, norms and values (see Group Development above). This gives all of the participants a common understanding of what is expected and can help prevent conflict. There are two major goals you must take into account when dealing with conflict situations:
  • Achieving personal goals (task orientation)
  • Keeping good relationships with the other persons (relationship orientation).

These two issues may run up against one another. How you deal with balancing these two goals is important.

Dealing with Conflict

When faced with an interpersonal conflict, here are some of the techniques to use to help resolve or mediate the conflict.

  1. Compensation - ask yourself if the behavior you are seeing is compensation for something else. Try to identify the root issue and deal with that.
  2. Accept the person but you don't have to accept the behavior.
  3. Quote OA Policies when necessary. This can take the "burden" off you as the leader. Saying, "this is OA policy and I am required to follow it as the individual responsible for leading this trip." This can displace participant frustration from the leader to the OA Program Director.
  4. Quickly correct inappropriate language or other problems. Don't let bad patterns get started and supported in the group.
  5. Know how much to push.
  6. It is OK for leaders to use their authority to set standards. You can do this in a problem situation by letting others know that they are not comfortable with certain actions. Example, "I'm not comfortable with people doing unsupervised climbing so don't do it."

Dealing with Problems

Problems can often be divided into personality related or physically related (injury, environment). Some possible situations are given below.

  1. Correcting Group Action/Decision
    • Is there a safety consideration?
    • Is the decision necessary to correct?
    If the answer to either of these questions is yes, the decision must be changed, in doing so:
    • Act quickly to avoid safety problems.
    • Be subtle in transmitting information. It may be just to one participant and not involve the rest of the group.
    • Maintain the worth of all group members and their input even though you must alter the decision.
  2. When dealing with someone having difficulty with a challenge:
    • Move the situation to focus on something outside the person.
    • Break it into discrete, do-able parts.
    • Refocus the persons on a level of challenge appropriate to them.
  3. If a person is creating a problem it is essential to accept the person and let them know they are still important, but you do not have to accept the behavior. Make it clear that the problematic behavior cannot continue.
  4. Feeling of lack of control leading to fear can be one of the greatest motivations for negative behavior. If someone is behaving negatively, they may be compensating and trying to create a sense of self-empowerment and control. When you see negative behavior ask yourself what needs for that person are not being met that may be resulting in negative, compensating behavior.
  5. In dealing with problems try to turn the problem into a solution - flip it 180 degrees. "Your disability is your opportunity." - Kurt Hahn

Example: Sarah is constantly hiking ahead of the group. She is in good shape and out distances everyone else. She thinks the group is too slow and everyone should catch up with her. Let her know that the challenge for some other is just hiking. She doesn't have that challenge. Instead her challenge is to slow her pace down and stay back with the others using her strength to help the others. You have flipped a problem into a solution.

Dealing with Someone who is Out of Control

Sometimes you may get into a situation where the other person is really having difficulty and their behavior is getting out of control, what is often known as an "in your face" situation. Here are some techniques you can use to settle the situation out.

  • Recognize from early on when you are in an "in your face" situation or when things are escalating in that direction
  • Don't just enter a conversation expecting your own outcomes. Recognize what the other person's outcomes may be. Not being sensitive to the other person's needs can often escalte things into "in your face."
  • Know when to put off a conversation until another time. Sometimes emotions are running too high to have a productive conversation.
  • Know when the discussion needs to be private. Other times you may want corroboration from your co-leader that can't come with a private discussion.
  • Don't interrupt people. If someone is out of control, interruption probably won't get them back in control. Best to let them have their say completely and then comment if it seems appropriate.
  • Give up being invested in making your own point. If things are out of control, you don't want to feed the fire by trying to get your own point across. Let it be, at least til later. Spend your energies trying to reduce the anxiety. After things have calmed down, have another discussion if necessary to get back to your points.
  • Go into active listening mode. Rephrase the person's comments so they know you have heard them. Read between the lines and ask yourself what is going on with this person that is motivating them to act this way. Remember compensating behaviors. If appropriate, you can tell them you disagree with their points and list your reasons.
  • As you rephrase the person's statements, be prepared to apologize if your find that they have interpreted you in an objectionable way. "It sounds as if you are frustrated with my telling you that you can't hike by yourself. I apologize if that offends you, however, it is the standard OA policy that the group should stay together for safety reasons."
  • Don't raise your voice or change your physical presence. Stay cool and collected. Changes indicating your anxiety will only raise the level of tension.
  • Monitor your tension level. Be prepared to clamp down on it. Take a psychological "deep breath" and chill. This process may need to go on while the other person is talking.

Problem Situations

The following are some common personalities and situations that may appear on an OA trip. It is useful to think about how you would respond to the needs of this person and perhaps to the needs of the group.

  1. Group comes to a trail junction, hiking either route is possible. Half of the group wants to head down to the river while the other half wants to head up to the ridge. People start to argue about choice.
  2. One of the participants, John, has been hiking 1/4 mile ahead of the group all day. When you ask him to slow up and hike with the group he says: you all should catch up with me.
  3. Tom, one of the group members has been having trouble hiking since the first day of the trip. He has blisters from his new boots. He has to stop frequently to rest. At one stop he says he wants to quit and leave. He's sick of holding everyone up.
  4. It's been raining since early morning. The trail has been rocky and the wet rocks have been slippery making walking treacherous. Everyone is cold and damp and frustrated. No one is saying anything. The planned campsite is still 2 miles away.
  5. Suzie always seems to hang out by herself. She doesn't say much during the day hiking. In the evening when the group is playing games and getting camp set up, Suzie goes off by himself.
  6. Sam and Jill are the two OA leaders. Sam feels that Jill is be too active in the group always telling the participants what to do: put the tarp over there, the stove there, Jill always cooks dinner, etc. Sam tried to tell Jill to back off a bit. She tells him that she's lead more trips than he has and she knows what she's doing. Sam has stopped trying to change the situation.
  7. Eric and Betty have signed on to the trip as boyfriend and girlfriend. They spend all their time hiking together. When the group comes into camp they wander off by themselves. Several of the group members are grumbling that they don't help out with camp chores.
  8. The group has been canoeing down a flat stretch of the Delaware. Greg and Bill have been acting pretty wild all day. The group pulls into a campsite above the first rapid of the trip. While everyone is getting into dry clothes and setting up camp, Greg and Bill slip off and paddle down through the rapid. The leaders hear them laughing and yelling after the canoe swamps.
  9. Dave is a participant on a Freshmen Trip. He's been backpacking before and brought all his own equipment. He acts the part of the tough outdoorsman all the time. Putting down people who are having trouble carrying their weight or hiking up steep grades. The other members of the group are getting pissed off at him and generally feel that he is a jerk.
  10. You are the leader on a backpacking trip. You have set up camp early and everyone is hanging out on their own before dinner. You are coming back through the woods after taking a dump and you smell marijuana. As you peer through the trees you see two of your group smoking.
  11. Joe and Sara are leading a backpacking trip with 6 guys and 5 girls. The guys tend to hang out together and are pretty crazy, a little immature. The women don't really want to have much to do with the guys and stay together.
  12. The group has pulled into camp after a long day of hiking. There's 1/2 hour of daylight left. Steve, a participant, tells Julie (another participant) that he is going to head up the hill to catch the view before sunset. An hour later everyone is gathering at the stoves to start dinner. One of the leaders, Lisa, asks where Steve is. No one has seen him since Julie did. It is now dark.
  13. The group has been hiking along a rocky section of the AT. Alice steps into a pothole and falls over. She immediately starts screaming that her ankle is broken. The group stops and while the leaders attend to Alice the rest of the group shuffles around nervously anxious about Alice and unsure what to do.

Transferring the Experience

OA has the potential to be an extremely valuable learning experience for many people. The key to making it such an experience is transference; encouraging the person to transfer the things they have learned about themselves and dealing with others from the trip back to their daily lives. The method for facilitating transference is debriefing. The idea behind debriefing is to get the participants to think and analyze their experience. There are numerous forms of debriefing some which can be done throughout the trip. There also should be a final debriefing at the end of the trip, to bring the trip to closure and allow an opportunity for reflection.

Processing Methods During the Trip

Processing is an integral part of the Thaw-Shift-Refreeze process. It is through processing that participants are able to take the experience and reframe it in a larger context that they can apply in other areas of their life. In order to do so participants will need to reflect upon the experiences they have had, how they felt, reacted, and explore how they can use this new knowledge and experience. The essence of processing is self-disclosure, either to other participants or to oneself. Processing through shared group discussion is a symmetrical communication process which creates rapport and bonding. Through self-disclosure students learn more about themselves and learn how others experienced things similarly or differently. All of these insights can help lead to personal growth. You should think of processing as a regular part of your trip planning process, just like laying out a route or buying food. It is important to have some time each day for reflecting on the experience and tapping in to how people are doing and feeling.

When to Process

Leaders need to be sensitive to when to utilize processing techniques. Both for the group as a whole and when individuals in the group may need to process an experience. Here are some guidelines:

  • Daily basis - on a multi-day trip there should be some form of processing on a daily basis. This can involve informal discussions about the day after dinner at night. This will help the leaders track where participants and the group are and help them plan what sorts of challenges and activities they may be ready for the next day.
  • Before a Challenging Activity - when the group is going to be doing something readily identifiable as a challenge (rock climbing, high ropes course) it may be useful to do some processing about the experience that is coming and how people are feeling about it.
  • After a Challenging Activity - after a challenge participants may need to sit down and process what happened to them. Depending on logistical issues this might happen immediately afterwards or sometime later.
  • When an individual is having difficulty - recognize when an individual is in a high stress situation and needs processing to deal with it immediately. This may need to be done outside of the group.
  • At the end of the trip - as a time to bring the whole experience together.

Processing Techniques

  1. Open Forum - with this approach you bring the group together and provide an opening statement in anticipation that the group will volunteer their perceptions and insights. An example of an opening statement that you might want to use is "I'm interested in hearing peoples' reactions to today's peak ascent".
  2. Questioning - this entails the development of a set of questions that you would like participants to respond to after they have completed the activity. The value of this pre-planning is that you establish specific objectives that you would like to achieve for the session. Through the identification of objectives you can develop questions that focus in on the specific issues that you would like to see addressed at this time. The sequence of questions that you use will vary according to your personal style. However, we suggest that you begin with the concrete and slowly *move on to more insightful types of questions. A general sequence that you may want to consider involves the use of three simple questions: 'What happened?', 'What did you learn?', How can you use this knowledge in the future?' Additional questions that you may want to consider appear in the section on questions for the levels of processing on pages.
  3. Rounds - a round is an activity in which every member of the group is asked to respond to a stimulus that you have presented to the group. Rounds are a very valuable tool to make use of. When time is an issue the use of a designated word or number round or a word or phrase round is useful for getting people to reflect and communicate in an expedient manner. It also gives the leader some important information about individuals that you can use as you transition from activity to activity or can follow up on at a later time either individually or with the group. Other advantages of using rounds are that they can be used at the beginning of group discussion to get members focused. Rounds give each person time to think about what they are going to say and also they get to hear what other people think about the topic of discussion. They also get individuals to think in greater depth about a specific issue. As will be discussed later in the section on reluctant individuals, rounds allow you to get everyone involved and finally the use of rounds permits you as the group leader to survey the group to get a general reading of how people are thinking and feeling. This can provide you with a quick survey of how things are going and provide stimulus for deciding what issues to focus on with the group at this time or in the near future. When using rounds it is a positive practice to vary the starting point so that different members get to speak first and last. At times you will want to begin with the person who you know is comfortable sharing his or her ideas. This will get the conversation flowing with energy and enthusiasm. This train of thought may also be extended to negative and positive energy people who are members of the group. By beginning with a positive energy person and trying to end with a positive energy individual, you can avoid the pitfall of allowing the negative energy member to shift the focus of the group if that is not appropriate at this given time. Finally, you may want to think about where you want to end the round especially if you have an individual that you know is reluctant to talk or who you know is in need of some help.

  • Designated Word or Number Round - this can be done very quickly since each member is asked to respond with either a single designated word or a number on a scale, which is usually from 1 to 10. A few examples include: "I would like each of you to think of your role during the last event and choose one of the following labels to describe it. 'leader', or 'follower.'" "On a scale from 1-10, how would you rate your commitment to the course right now", or "On a scale from 1-10, how comfortable are you being a member of this group right now. A 1 means that you are not comfortable at all and a 10 indicates that you are very comfortable."
  • Word or Phrase Round - in this type of round group members are asked to respond with only a word or a short phrase. A few examples include: "I would like each of you to think of an adjective that describes how you feel right now." or "I'd like to hear from everyone, so 1 would like you to think of a word or a phrase that describes how you think we handled the last initiative."
  • Comment Rounds - in this type of round group members are asked to share more than a few words either because the question calls for more than word or phrase or because there is a desire to have individuals express more than just a few words. Examples that you may want to consider using are: "I would like to hear a brief reaction from each of you in regards to how you think that we are working as a group." "How did you feel about your experience on the ropes course? Let's do a round and hear from everyone."
  • Rounds - leaders give the beginning of a sentence or phrase and ask for a brief response
    • One word or number (ex. Were you a leader or follower today? How would you rate your feelings about the group today on a scale of 1-10)
    • Adjectives (ex. Give an adjective that describes how today went for you)
    • Word or phrase (ex. How did you do today? Give me a word or phrase that describes your day.)
    • Fill in the blank (I am happy that today I __________.)

2. Writing

  • Free form writing
  • Assigning processing questions for participants to write about
  • Writing Activity Sheets - incomplete sentences to fill out, statements to complete (ex. I am confident in myself because...)
  • Poetry, Haiku - specific forms that create a more focused style for writing that may be challenging in their own right for participants
  • Write letter to yourself, open it in one month
  • Group journals - students can write at will or different students can be "assigned" each day.

3. Dyads - two person conversations, increases the amount of personal involvement, useful before large group sessions

4. Small Group discussions

5. Time Alone

  • Solo - make sure that you have set up proper safety guidelines when doing solos in a wilderness context
  • Solitary hiking - spread the group out enough so that people can't talk, but you should be able to see the person in front of you, one leader at point one leader at sweep.

6. Drawing - often produces disequilibrium for adults, provides an avenue for those who aren't as verbal

  • Life Spiral - draw a spiral with your birth at the center, close your eyes and point to a spot. Write or talk about why that spot on the time-line off your life is important
  • Symbol - create a symbol that you feel represents you and explain why
  • Personal shield - draw a shield and add items to your "crest." Explain why you picked particular items to represent you.

Increasing the Effectiveness of Processing

  • Structure regular periods of time throughout the trip. Let people know from the beginning that you will spend time reflecting.
  • Vary the style and methods used
  • Alternate times of day (if you always do it at the end of the day, people will almost always be tired)
  • Provide sufficient "wait time" for people to think before responding. Also prevents "quick people" from jumping in all the time.
  • Ask open ended questions (ex. What did you think was most challenging part of the day? instead of How many people thought the rock climbing was the most chal