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Welcome to the Business Coach Institute
tool box. It contains a selection of tools
for managers, organization development consultants
and trainers to work more effectively with
group and organization dynamics. Each intervention
is organized into a short discussion of the
theory behind it and a description of suggested
interventions.
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- Managing Boundaries
- Working
with Scapegoating
- Subgroup Fishbowl:
A Conflict Resolution Tool
- Beginning
a Workshop: Keep It Simple
- Getting
out of the Explanations Rut
- Using
Interpretation
- Team Self Assessment
- Using
Boredom as a Tool
- Group Norm Analysis:
A Team Development Exercise
- Force
Field Analysis
- Three Web Sites
- Role
Negotiation Exercise
- Telephone Bridge
Lines
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Our awareness of boundaries and how we respond
to what happens at boundaries are important
parts of our day to day work with our work
groups and clients. Boundaries can be physical
boundaries (e.g. the walls of the room), temporal
boundaries (e.g. the time a meeting starts
and ends), psychological boundaries (e.g.
giving attention to and engaging with another
person), and sociological boundaries (e.g.
the norms of a social group). The boundaries
of a social system can be thought of as analogous
to the membrane of a living cell and are crucial
to the integrity of that system. Managers,
trainers, OD professionals, and coaches constantly
work with boundaries and deal with groups
and individuals who blur or break them. Challenges
to boundaries can be regarded as unconscious
communications revealing something of significance
about the individual and/or the group. For
example, when somebody is late for a meeting
it is probable that this is expressive of
his/her ambivalence about being there. If
the meaning of lateness is explored, what
is uncovered is likely to be different, and
more interesting, than the excuse that was
offered. There are occasions for lateness
outside an individuals control, but
these are usually rare. When we need to be
on time (for a job interview or to catch a
plane) we are on time.
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There is always a natural turbulence at boundaries.
People have to drop something else they are
doing, shift their gears, and settle into
the task of the current time and space. Many
members may spend the beginning of a meeting
with their minds elsewhere and only gradually
become present. We can help this transition
by acknowledging it and giving people a chance
to put things aside, and we can do it in many
ways. For instance, I started off a retreat
that began at the end of a working day by
asking "What do you need to set aside
in order to be fully present at this retreat?"
I then put people into small groups. Some
people just needed to clear their minds; others
dealt with distractions by making a decision
about when they would handle them. This
can be managed in a much more informal way
- for instance at a meeting you could give
people a minute or two to clear their minds
by identifying things that may be distracting
them and making a note of them for handling
later. Depending on your work environment
and the particular group, you may want to
start all your meetings with a procedure to
help people through this transition. Likewise,
you may make the judgment that you only need
it occasionally.
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Scapegoating is the result of a group being
unable to acknowledge and deal with a problem
that is both important and worrying to its
members. The "problem" represents
something so unacceptable that they cannot
reconcile it to their self-concepts. However,
it will not go away, and the group resolves
it by locating it in one person. Members fail
to notice the problem in themselves, see it
in the elected scapegoat and then attempt
to solve it by (1) getting the scapegoat to
change or (2) getting rid of him or her. Take
for example this mental health team. An entry-level
worker had been a member for six months. He
was attractive and bright and had the right
basic skills, but he was discouraged to the
point of considering a change in his profession.
It emerged that much of the staff debriefing
sessions after groups were spent in helping
him to see and correct mistakes he made. As
is always true in scapegoating, there was
a kernel of truth; he was inexperienced. It
is also true that in mental health work, success
is elusive and difficult to attribute. Everyone
on the team was concerned about their effectiveness;
everyone made mistakes. So long as others
did not open their own to scrutiny, he carried
that burden for them all. What appeared to
be attempts to support him, actually served
to make the others feel wise and skillful.
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The scapegoating process is difficult to
influence. The group will naturally resist
change because members will not want to own
their part of the problem. If scapegoating
has gone on for some time, people may be locked
into their perceptions and roles. Early intervention
is the best course. Address the problem
gently. Never use the word "scapegoat".
It will be seen as pejorative, and people
will throw up defenses. It is also too vague.
People will not know how they can change.
Scapegoating always emerges from some concern
within the group. The key task is to discover
and name the concern. The second task is to
shift the focus away from the "problem"person
and find a way to work on the issue with the
group. How you choose to do so depends on
the capacity or need for the group to work
on its process. Take the case of the mental
health team discussed above. A direct intervention
to enlist the groups thinking might
be: "There is something odd going on
in the group for me. On the one hand we appear
to be trying to help John, yet it feels to
me as if we are picking on him. What do you
think?" A less direct intervention would
be to change the debrief meeting structure
and have each person reflect on times they
felt good and times they felt unsure of themselves
as they worked. We might use another meeting
to discuss how challenging mental health work
is to ones sense of accomplishment.
On the other hand we might not bring the issue
up in the group. Sometimes if one or two key
people become aware of what is happening,
their responses in the group change; others
pick this up, and the group shifts. Or we
might want to handle it in an oblique way.
For instance, if you, as a manager, became
aware of the dynamic, you might want to introduce
a training session for the team where group
facilitation issues could be discussed in
a de-personalized way. For more on scapegoating
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Subgroups always form in any organization
of any size. They may be around functional
areas. They may be around different perspectives.
Individuals holding similar interests or views
will tend to gravitate to one another. The
training department will have a different
perspective, for instance, on human resources
to the finance department. It is often difficult
to communicate across these subgroups. Sometimes
the subgroups become polarized in their views
and locked in conflict. This tool helps to
break down some of the barriers. For more
on subgrouping see "Flexible Subgrouping:
A Factor in Organizational Health"
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This tool was described by Frances Carter
and Susan Gantt in a Systems Centered Training
Workshop sponsored by The Carolinas Group
Psychotherapy Society. To be used when a group
is divided into opposing factions on an issue.
Timing is very important. The situation must
have developed so that the subgroups are apparent.
On the other hand, if too much time has passed
and positions are entrenched and ill will
has developed, trust may be too low for this
tool to be effective.
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Purpose:
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- To increase listening
across the boundaries of opposing
subgroups.
- To increase
diversity of communication in
the group as a whole.
- To
increase understanding of the
issue in the group as a whole.
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Exercise:
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Ask people to identify and describe
different subgroup positions on
an issue. Then ask individuals
to identify the group they align
themselves with. Set up the room
with an inner circle and outer
circle. Ask one subgroup to go
to the center circle of chairs
to discuss their position. Request
the people in the outer circle
to remain quiet and listen. After
an appropriate period of time
reverse roles.
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Debrief:
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The debrief can be done in the
whole group or in small heterogeneous
or homogenous groups. Initial
questions are:- What did
you learn about the issue?
- What
did you learn about the other
group's/your group's position?
- Is
there anything from these discussions
we can build on?
If
small groups are used ask them
report. Then ask the whole group:
"Based on our discussions,
can we re-frame this issue so
that we can move forward on it?"
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There is always anxiety for both participants
and staff at the beginning of a workshop or
course. This anxiety will adversely affect
any learning in the first half hour or so.
For that reason the trainers attention
is more usefully focused on the process of
developing the group than on the content of
the program at this stage. This is even more
important if the workshop is based on group
methods*. In such cases introductory exercises
aim to enable participants to feel comfortable
talking as a member of the new group. Trainers
have been ingenious in developing many "ice
breakers" intended to address the issue
of getting people engaged. Sometimes these
ice breakers miss the point. Sometimes their
purpose can become displaced from forming
the group to making the trainer look clever.
Some icebreakers are disjointed from the course
content. Some plunge people in too rapidly
with questions such as "What would you
like to be your epitaph?" We would
like to suggest a restricted list of opening
exercises which rely for their novelty on
the fact that meeting new people for the first
time is pretty interesting. A simple
design is to ask participants to form buzz
groups (2 - 4 people) to talk for about 5
- 10 minutes on a simple but relevant topic.
Then bring them back into the large group
to report on their conversation and continue
the discussion in the whole group. A main
objective is to foster everyones participation,
so allow ample time, say 10 - 20 minutes.
Hearing his or her voice for the first time
in the large group is an import step for each
person becoming a member of the group. Select
topics for the buzz groups that are relevant
and important but not especially demanding.
The topic should be interesting but one which
all participants can readily speak about.
Some examples are: - What are both
your wishes and fears for this workshop?
- What
are your personal goals for the workshop?
- What personal experiences do you
have of the issues this workshop wants to
address?
* group discussion,
role plays, structured exercises, etc.
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An essential step in problem solving is to
look at problems from new perspectives. We
get stuck because we explain the problem in
a certain way, and the way we explain the
situation determines what we do about it.
So an important task in problem solving is
to investigate our explanations. But how do
we bounce ourselves out of the rut of our
explanations? One technique we have used amounts
to a kind of brainstorming about causes rather
than solutions. We ask the participant with
the problem to identify all the stakeholders
that are affected. Then we ask the participant
to explain how each stakeholder is affected
by the problem and to imagine what each of
them might think about the problem. The effect
of this exercise is to help the participant
shift out of his or her usual patterns of
looking at the problem and see it in anew
light. Often it begins as a problem with a
difficult person and through the investigation
comes to be seen as a systemic problem that
the person is carrying for the organization
or team. This shift in perspective enables
the participant to approach the other person
with greater empathy. For instance, a manager
in a local government was having a problem
with a subordinate who would/could not adapt
to the methods by which the unit carried out
its work. Through encouraging the manager
to investigate the problem in this way, she
came to understand that the subordinate did
not want to be there any more than she wanted
him there. The department had suffered financial
cutbacks and had a no-fire policy. Rather
than let him go, they had moved him into her
unit. She could now approach the problem from
the perspective of "How are we going
to make the best of this?" rather than
"What am I going to do about him?"
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Interpretation is a key technique used in
psychoanalysis to help bring what is unconscious
into consciousness. Interpretation has a place
in a consultants, managers or
coachs repertoire of interventions;
however, it needs to be used judiciously.
To interpret is essentially to translate the
unconscious communications of the client into
the meaning the ego is defending against.
As a colleague* of ours says "People
dont usually like being interpreted
unless they are paying for it". Interpretation
is part of a reasoning process. A consultant
reflects on her observations of an interpersonal
relationship or group and arrives at an explanation
of what might be happening to give rise to
the present situation. He/she then formulates
an hypothesis or interpretation. This interpretation
is then used as the basis for an intervention,
a way of intervening in the process that builds
the groups capacity to function more
effectively. The problem with interpretations
is that the idea being expressed unconsciously
is not something the client wishes to know.
To interpret ahead of the clients readiness
will tighten the individual or groups
defenses and cause a breakdown in communication.
Psychoanalysts understand that the time to
interpret is when the client is almost ready
to reach the insight. Direct interpretation
in consultancy requires sensitivity and a
strong relationship with the client. It is
often best to use your interpretation as a
basis of action rather than a direct communication. Consider
this example. A newly formed project team
is taking part in a team building workshop.
During the last meeting of the first day a
conflict broke out between the designated
team leader and a senior specialist and was
not resolved. The next morning several group
members arrive late. The facilitator might
look at that and think - they are alarmed
by the conflict of yesterday. An interpretation
might be to ask, "What has the group
members lateness to do with yesterdays
conflict?". The facilitator might
be right in his interpretation, but unhelpful
in its application. The group is too new to
deal with such information. The members who
were late may well feel publicly shamed that
their excuses were not accepted at face value.
The facilitator would be better to keep his
interpretation to himself and approach the
issue indirectly. For example, later in the
day he might introduce a session on conflict
in teams. In the best of circumstances the
group would talk about yesterdays conflict
and work through the issues that it provoked
in the group. ********* * Thanks
to Helen Clinard for her comments on interpretation.
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An important part of training teams is to
encourage members to be more reflective about
their team process. An effective way is to
ask the team to develop a questionnaire that
the members can use regularly to assess how
well the team is performing and how well members
are working together. There are numerous existing
assessments of team performance a consultant
can give to a team, however, asking the team
to develop its own has the important advantage
that they have discussed the issues and they
are committed to the criteria that they develop.
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- To foster the team members
awareness of team processes.
- To encourage
the team to take responsibility for regularly
reviewing how well they are working together.
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- Explain to the team that the teams
task is to develop a self-assessment questionnaire
for the team and request each member to take
5 - 10 minutes to think back on their experiences
of working in teams and make notes about the
characteristics of effective teams and of
ineffective teams. Suggest that it is helpful
bring to mind specific examples or incidents.
Also ask them to think about the characteristics
of good and poor team members.
- Give
the team 30 minutes to discuss the topic and
agree on the 8 - 10 characteristics that they
want to assess their own team performance.
- When
they have agreed on the characteristics ask
them to put each of them into a statement
that they will rate on a 5 point scale (Almost
always - Almost never). This questionnaire
can then be printed and be used regularly
to review their team performance.
Note.
In our experience team members invariably
came up with the common criterion that is
discussed in the literature. However, if the
consultant thinks there are one or two important
criteria that have been overlooked there is
no disadvantage in contributing these to the
groups discussion.
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Boredom, like any set of feelings we experience
in a group, carries useful information . As
facilitators or as members, we can use the
information generated from such moods and
feelings to get a sense of what is happening
in the group, and from this form a base for
moving the group forward. To make use of
the experience we need to switch ourselves
from being immersed in the experience of being
bored, and look down on ourselves and say
"Aha! I am bored. What is this about?"
In so doing, we move from the isolation of
boredom and connect ourselves to the group
through a spirit of enquiry. So what
if you are bored in a group? First of all,
you can expect that you are most likely not
the only person bored. Secondly, you can ask
what is this boredom is saying about the group
. People are not being engaged, and this may
be so for a number of reasons: an old conflict
keeps resurfacing; the group needs to be more
candid about performance; a dominating individual
needs to be confronted. Any of these might
seem too difficult for the group, and so members
retreat into boredom. The first job
is to identify what is causing the boredom
- what are the underlying issues? Once this
is done, a judgment must be made as to how
ready the group is for any intervention. Are
members bored enough that they want a change?
How resistant will they be to addressing the
issues they need to face? What works with
this group - shock or subtlety? From this
comes a decision as to how gentle or confrontational
you are. Interventions can range from
: - Bringing up the issue in the
group (either focus on the groups current
low functioning or the issue you have identified).
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Proposing a plan for group development (a
strategic planning retreat, etc.).
- Doing
nothing. Doing nothing is a perfectly valid
option if you believe the group is not ready
to be openly confronted on the need for change.
Interestingly, if you have moved yourself
outside the experience of being bored into
reflecting on the process, then this will
have an impact on your participation and on
the group as a whole.
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I use this exercise when working with teams
to help them to change the group norms in
order to improve the teams effectiveness
in relation to some specific functions such
as group decision-making or brainstorming.
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- To encourage the group members
awareness of the norms which are influencing
their behavior in the group.
- To assist
the group members to modify the norms of their
group
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Explain the concept of group norm and offer
the team the list of norms below as examples.
Ask the participants to think of a group in
which it was possible to hold a good group
discussion and then to think of a group in
which it was not possible to have a good group
discussion. On a sheet of paper ask them to
individually rate each of the norms in turn
for the "good" discussion group
and then for the "bad" discussion
group. If you like you can provide pre-prepared
group norm analysis rating sheets. Suggest
they use a Low to High 5 point rating scale.
Give them 3 - 5 minutes to complete their
ratings. Display a chart of the norms on
a flip chart or overhead projector. Bring
the group back together and facilitate a discussion
of each of the norms in turn with respect
to the "good" and "bad"
discussion group. Aim to arrive at a group
consensus on the norm framework operating
in each of these groups. The discussion usually
takes about 10 minutes. Suggested
norm framework for analyzing a discussion
group: Giving information.
Low 1 2 3 4 5 High Asking questions. Low
1 2 3 4 5 High Support another member.
Low 1 2 3 4 5 High Listen carefully to
what others say. Low 1 2 3 4 5 High Disagree
with another member. Low 1 2 3 4 5 High Build
on another members idea. Low 1 2 3 4 5 High Bringing
in another member. Low 1 2 3 4 5 High Interrupting
another member. Low 1 2 3 4 5 High Summarize
what has been said. Low 1 2 3 4 5 High Admitting
difficulty. Low 1 2 3 4 5 High Self-disclosure.
Low 1 2 3 4 5 High Expressing feelings.
Low 1 2 3 4 5 High Humor and playfulness
Low 1 2 3 4 5 High
This
list of norms is not comprehensive and can
be changed to suit the particular circumstances.
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Force Field Analysis is a general purpose
diagnostic technique developed by Kurt Lewin
that can help us be better prepared to work
with resistance to change. It can be used
at the organizational, team, and individual
level to identify the forces that may work
against change initiatives. Lewin view organizations
as systems in which the present situation
was not a static pattern but a dynamic balance
of forces working in opposite directions.
In any situation there are both driving forces
that push for change and restraining forces
that will act against change. The status quo
represents an equilibrium between these forces.
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- List all the forces for and against
a change in two columns.
- Question
all of these forces as to how valid they are?
Could they be changed? Which would be easier
or harder to change? Which are the key forces?
- Now,
assign a magnitude to the forces by scoring
them from 1 to 5.
- Finally,
draw a diagram of the forces by drawing a
line down the center of the page and draw
the driving and restraining forces (to scale
according to their magnitude) pushing against
the line to give you a visual picture of the
force-field. Your force-field analysis will
help you decide if the change is feasible
and, if so, where you can create the greatest
leverage
If you decide to go ahead,
change can be achieved either by increasing
the strength of the driving forces or decreasing
the restraining forces. The problem with increasing
driving forces is that it can create new restraining
forces - e.g. increased assertiveness may
provoke people from passive annoyance to active
opposition. If you work to decrease restraining
forces, this must be done with empathy for
the concerns of the people involved, or it
will be perceived as manipulation.
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Lewin, Kurt. Field Theory in Social Science,
Harper and Row, New York, 1951.
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In this edition we would like to draw your
attention to three web sites:
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1. The International Society for the Psychoanalytic
Study of Organizations (IPSO) provides a forum
for academics, clinicians, consultants and
others interested in working in and with organizations
utilizing psychoanalytic concepts and insights. The
Society's aim is to share organizational research,
consultation and experiences in the context
of psychoanalysis. The ISPSO holds an annual
meeting and symposium, locally organized study
groups and ongoing discussions on the Internet
and encourages scholarship and research in
the field. The Society has a wonderful
archive with full text papers from its annual
conferences. http://www.sba.oakland.edu/ispso/
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2. Group Analysis is the journal of the
Group Analytic Society (London). The special
issue of the Group Analysis to be published
in March 2002, "Group Analysis in the
New Millennium", with Ben Davidson, as
Guest Editor is currently available in a draft
form on the web: http://www.groupintervisual.net/hosting/ga-special-issue/
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3. If you have the energy to join an e-mail
discussion group I recommend Orgdyne.
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Orgdyne is an international, culturally diverse
forum that is dedicated to the research, exploration,
and understanding of group and organizational
dynamics, as supported by systemic and psychodynamic
thinking. It was created by Anil Behal who
co-facilitates the group with Katharine Nathan.
They regularly search the web for relevant
web sites. In fact, the Group Analysis link
was provided by OrgDyne. The site has a rich
archive but you must become a member to gain
access. http://groups.yahoo.com/group/orgdyne
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Roger Harrison designed a team development exercise called Role Negotiation. This a simple, yet tough minded, approach to helping teams develop the working relationships between their members. The consultant asks each team member to think about how they are working with each of the other team members. Encourage them to find the time to reflect and make notes about what they like about their present relationship and what they want to change. Harrison proposes that team members organize their reflections around three statements,
1 If you were to do the following things more often or better, it would help me to increase my own effectiveness.
2. If you were to do the following things less frequently, or were to stop doing them altogether, it would help me to increase my own effectiveness.
3. The following things which you have been doing help me to increase my effectiveness, and I want you to continue to do them.
The members then work in pairs with each other to negotiate the changes in the way they work. In these discussions some changes are easy but others are hard. The two members may need to work out a trade-off, "I will always discuss my decisions ahead of announcing them if you will keep me informed of your calendar." At the end of each round of negotiations they write down their agreements in specific terms; What will change, When, and under What conditions. They both sign the document as if it were a legal contract.
The team members then move on to work with other team members. At the end of all these negotiations they are asked to present their contracts to the rest of the team. This part of the exercise presents the opportunity to deepen the communication within the team, moving to a more open, mutually supporting, challenging and reflective group culture. At the team level they can also look at those conflicts which arise over which the individuals do not have control. The team together can work out ways to resolve these problems.
Use this exercise when there is role confusion and conflict within a team. I usually do some preliminary work before this exercise to develop a supporting group culture and get them into a frame of mind to work I might ask them to discuss the characteristics of an effective team or to prepare an effective meeting evaluation questionnaire for their team.
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| A telephone bridge line is a service that enables people to hold telephone conference calls. Callers phone the same number and enter a virtual space in which they are able to talk to each other as if they were in the same room. Typical bridge lines enable 30 people to talk together. Other bridge lines have an even greater capacity, 150 people and up. Telephone technology has developed to the point that the sound quality is extraordinarily good. Indeed it has to be good because the any interference such as a persistent background noise or echo is very wearing on people taking part in the conversation.
Coach University is one of the early adopters of this technology and has built up a substantial business as a training agency for coaches. The core of its training program are the bridge line conference calls - called tele classes - in which students meet with their class tutor. These classes are international, in many classes there are students calling in from England, France, Canada, Australia and other countries as well as Americans. Tele classes supported by e-mail and a resource rich web site can constitute an effective training system.
Similar telephone conference services have been available to people in corporations for a number of years. The bridge telephone is a system that is well suited to the needs of individuals and small companies. At $10 - 20 per hour rental costs are reasonable. In addition to this each caller will pay the cost of a long distance phone call.
All bridge lines to get glitches occasionally and it is important that callers do not cell phones or speaker phones for example. Overseas calls sometimes cause echoes.
Telephone bridges can be rented from a variety of agencies, here are two:
http://www.teleclass4u.com/telebridge.cfm They offer two options for teleconference line rentals – hourly ($20) or annually ($900).
www.teleclassinternational.com up to 90 minutes, for 150 people,$20 +$5 if you want it recorded. Offers pin only access.
A service which I have just heard about is www.mrconference.com which offers free teleconferencing. I have not used this service yet but it is worth be worth checking out.
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Menzies Lyth, Isabel. "The Functioning
of Social Systems as a Defence against Anxiety",
in Containing Anxiety in Institutions, Free
Associations, London, 1988. pp 43-85. Jaques,
Elliot, "Social Systems as a Defense
against Persecutory and Depressive Anxiety",
in New Directions in Psychoanalysis, Klein,
Heimann, and Money-Kyrle, Eds., Tavistock
Publications, London, 1955. pp 478-498.
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© 2001 All rights reserved. You may
copy or distribute this article in its entirety
with this copyright notice and full information
about contacting the authors. The authors
are Brian Nichol and Lou Raye Nichol. or call
(919)303-5848.
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