In an article I wrote final yr for CEOWORLD Journal titled “CEO boards, Maximizing Psychological Security Is Onerous: CEO Boards Clarify Why,” I described a 4‑part journey that CEO peer advisory teams expertise as they create and work to maintain psychological security amongst their members. As I mirrored on this framework, a pure query emerged:
To what extent can that very same 4‑part mannequin apply to organizational groups? In different phrases, can this assemble be mapped into departmental and cross-functional groups? What are the chances and limits of doing so, and the way can we preserve our boards and groups working within the higher proper quadrant?
One of many predominant challenges is that teams/boards and groups are fashioned for totally different causes. A bunch is created for the good thing about its particular person members, who take part to help their private progress and assist others with their challenges and targets. Groups, then again, assemble to supply a shared work product or attain a purpose that may solely be achieved collectively. Given their totally different functions, let’s discover how every of the 4 phases interprets into an organizational or staff context, determine the most significant challenges, and level out the place the mannequin encounters limitations and wishes adaptation.

Section 1: Entry & Belief‑Constructing
In CEO boards, Section 1 focuses on newcomers arriving, getting acquainted, setting floor guidelines, establishing confidentiality, and feeling comfy sufficient to interact. For an organizational staff, this instantly corresponds to what Bruce Tuckman referred to as the forming stage, the place staff members make clear “how we’ll work collectively,” and remind one another of the significance of mutual respect, curiosity, candor, and constructing relationships.
Potentialities:
– This part is essential for groups, whether or not a long-standing staff is renewing its norms or a brand new cross-functional staff is forming. Specializing in trust-building early on brings advantages like sharing concepts extra freely, faster alignment, and fewer misunderstandings.
– As a result of typical operational groups already meet repeatedly, they will set up the belief rhythm extra shortly than CEO boards, which normally meet much less typically.
– Crew leaders can act because the “discussion board convener,” explicitly demonstrating vulnerability and staff norms whereas proactively fostering belief.
Limitations:
– Many organizational groups skip this part or rush by it as a result of “we’ve carried out this earlier than.” The repetitive nature of belief constructing is usually sacrificed within the rush to “get to work.” It’s like a staff attempting to assemble a fuel grill with out studying the directions first — it normally doesn’t go effectively.
– Organizational limitations comparable to hierarchy, efficiency targets, and time strain can hinder real belief improvement. For instance, staff members may really feel monitored or penalized for errors, which undermines their sense of security from the beginning.
– The belief dynamic differs between a peer discussion board (the place all members are friends) and inside groups that always embody formal energy differentials.
Within the discussion board context, this part is when members start to talk extra candidly, ask robust questions, problem each other, share deeper points, and expertise the optimistic outcomes of doing so, thereby deepening psychological security. For an organizational staff, this is able to imply staff members really feel comfy elevating troublesome topics, comparable to course of failures and interpersonal friction. They see these conversations not as private affronts, however as methods to serve the staff, their purchasers, and their craft. They push one another constructively from a spot of caring.
Potentialities:
– That is the place organizational groups can profit considerably: by consciously creating area for problem and dialogue, groups escape of superficial “secure” conversations and transfer into deeper studying, innovation, and adaptation.
– Leaders can embed common “examine‑in” or “problem” rhythms (e.g., retrospective conferences, “what aren’t we saying” or “does anybody see this otherwise” discussions) to speed up this part.
– Groups that undertake a peer‑discussion board mindset can construct a way of belonging and encourage larger participation, thus enhancing psychological security past a typical “chief speaks, staff listens” dynamic.
Limitations:
– In an inside staff, the concern {of professional} penalties (e.g., destructive efficiency evaluations or being labeled “troublesome”) can restrict open challenges to the method or the chief.
– Many organizational leaders lack the facilitative talent or course of self-discipline to carry real problem conversations safely; if a staff “tries” however the chief reacts defensively, belief might regress.
– The presence of conflicting incentives (e.g., competing tasks, price range pressures, practical silos) might restrict how freely staff members have interaction in open problem. Once more, in a CEO discussion board, the only focus is peer progress; in a staff, there are competing calls for.
Abstract
In Half 2, we’ll study Phases 3 & 4, and supply ideas on the place this mannequin works (and the place it doesn’t), together with sensible takeaways for leaders.