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Getting Started!

Congratulations on taking the Headspace assessment! This report is a doorway into understanding the headspace you’ve been experiencing recently. It’s important to remember that these headspaces are not permanent states but rather dispositions we find ourselves in from time to time due to our experiences and contexts. In other words, a headspace is not like a personality type that is difficult to change, but instead it is fluid and (as you'll see) well worth regularly paying attention to.


All of us have likely experienced all four of the headspaces described below. For instance, there is nothing more human than getting caught up in the everyday cares of work and wondering whether we've made a dent in our to-do list as is the case with Habituating. Similarly, all of us have longed for greater meaning in what we do from time to time, as is the case with Yearning. Sometimes we experience periods of feeling great connection to the present moment, and the ability to challenge assumptions about what we all take for granted, as is the case with Transforming.  And still it is possible to experience deep sense of centeredness, wisdom, and connection with others as is the case with Transcending.

Whatever the case may be, many of us experience sustained periods in a given headspace until something significant triggers a change. So, while it might feel like you’re stuck in a particular headspace, change is always right around the corner, and this report provides some great ways to intentionally expand your headspace.

Understanding your recent headspace can have profound effects on how you are seen, understood, and even misunderstood by colleagues. It impacts your relationships, strategy, problem-solving abilities, team cohesion, and overall performance. By delving into this report, you’ll gain insights into the headspace you’re currently in, helping you to recognize patterns, strengths, and areas for growth. This self-awareness can lead to enhanced interactions, better decision-making, and a more fulfilling professional life.

As you read through the content, we encourage you to approach it with an open mind and a sense of curiosity. Reflect on what resonates with your experiences and observations. Trust your intuition to discern truths that perhaps you’ve never fully reflected upon before. Pay special attention to elements that spark a sense of wonder and excitement. This mindful reading can help you know yourself more deeply and elevate your experience and impact at work. Embrace this opportunity for growth and self-discovery. This report pairs especially well with the "Use of Self" GPT, an app trained to help leaders deepen self-awareness and apply their core values in service of positive change (free with Chat GPT subscription).

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What is Headspace?

Headspace is a dynamic concept that integrates two key aspects of conscious life that greatly influence our well-being and the prosperity of teams and organizations we are part of. This concept is based on an integration of neuroscientific research and theoretical underpinnings from the fields of existential psychology, contemplative practice, and transformative learning (See the work of Brendel, 2016, 2022; Brendel et al., 2021; Brendel et al., 2023)


Presence refers to our level of mindfulness, the degree to which we are intentionally aware of practicing awareness of our thoughts, emotions, and surroundings in the present moment and without judgment.  The degree to which we are mindful can vary in intensity and can be seen as a state or a trait. People who are more mindful show greater self-control and can respond thoughtfully rather than react impulsively to negative situations. Mindfulness also reduces ego-driven behaviors, which often harm others, and fosters a sense of oneness with others.

On the other hand, absentmindedness or mindlessness occurs when there is a lack of this balanced awareness, leading to less self-control and more self-centered actions. Cultivating mindfulness helps individuals achieve a deeper, more connected way of experiencing the world.



Purpose, on the other hand, is the type of meaning we assign to our work, the overarching sense of direction and significance we perceive in our professional endeavors. The great existential psychologist, Irvin Yalom (2008) explains that people usually live in two different ways. The first way, which entails "Everyday purpose," involves focusing on things like appearance, independence, possessions, and status. This is the main focus of many self-help books. However, the downside of this way of living includes getting distracted by the need to stand out , win workplace conflicts, and engage with gossip, for instance. 

The second way of living, which Yalom calls "Ontological purpose," is about having a deeper and more profound  sense of being. Instead of worrying about how things are, it means being amazed that things exist at all. Living in this mode involves being aware of your existence, its fragility, and your responsibility for it. This way of living emphasizes genuine self-expression, deeper meaning, personal fulfillment, and humanity.

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Aligning Presence with Purpose

At any moment, varying degrees of Presence and Purpose can give rise to four distinct headspaces, periodic dispositions that influence our curiosity, which in turn shape our questions and ability to engage with and navigate our changing environment. As you can imagine this is particularly important for professionals who help others facilitate and manage change, such as OD practitioners, HR Business Partners, and many other forms of leadership.


The 4 Headspaces

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Characterized by high purpose but low mindfulness, individuals in this headspace restlessly and intermittently seek deeper meaning behind problems, conflict, and personal identity. Marked by Transient Curiosity, those in the Yearning headspace ask fleeting, peppered questions from the heart that lack sustained focus. Individuals with transient curiosity often find themselves pulled in multiple directions, searching for insights to quell their existential unrest. This type of curiosity can lead to scattered efforts and a tendency to miss obvious insights because the focus is constantly shifting. 

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Operating from an everyday sense of purpose, this headspace is less mindful of the present moment and finds greater meaning in productivity and task achievement. Habituating individuals may sometimes adhere rigidly to routines and exhibit an aversion to change, often overlooking deeper meanings and broader implications of their work. This headspace is marked by Routine Curiosity, which favors the familiar and predictable (If... then...). Individuals in this state tend to focus on maintaining consistency and reliability.

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With high mindfulness and everyday purpose, those in this headspace are open to change and continuously learning. They challenge and transform strategic and relational patterns, seeking to integrate new information and experiences to improve organizational effectiveness and personal achievement. This headspace embodies Adaptive Curiosity, where individuals are flexible in their thinking and eager to learn from diverse sources (As if...). They ask probing questions that drive continuous improvement and innovation.

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Marked by high mindfulness and a deep sense of purpose, individuals in this headspace feel a profound connection to others and a commitment to higher values. They see organizational strategy as a means to enhance social responsibility and well-being, fostering a sense of compassion and joy in their work. This headspace is driven by Integrative Curiosity, where individuals synthesize diverse perspectives to create holistic and innovative solutions (What if...). They seek to understand the interconnectedness of various factors and aim to foster inclusivity and holistic thinking.

How "Transcending" am I? 

The blue dots on this graph indicate Headspace scores for all participants and updates automatically, whenever a new person submits their assessment.  To determine how Transcending you've been lately, just approximate where your Presence and Purpose scores intersect. You can find your scores in the email you received after taking this assessment.


Approximate your Purpose score along the X axis (the horizontal line), and then see where that intersects with your Presence score along the Y axis (vertical line). For instance if both your Presence and Purpose score were 55, your dot would be located in the center of the graph. If your Headspace (dot) falls on a line, that simply means you are somewhere between headspaces.

Are Presence & Purpose Related?
Presence and Purpose are both ubiquitous aspects of conscious life, yet our research demonstrates that they are distinct concepts. So it's worth asking, if one is more present, do they become more purposeful (and vice versa). The dotted grey line (-----) in this graph represents a potential trend, in this relationship. As we continue to receive submissions we should begin to see whether a clear trend emerges. What do you think? 


Why Headspace Matters

Modern organizational effectiveness hinges on the development of employees who can adeptly navigate Adaptive Challenges (see the work of Heifetz, 2009), which are often complex and systemic in nature. Adaptive challenges include things like AI Integration, Employee Experience (EX) Design, Boundaryless HR, and Global Talent Management. What often gets leaders and teams "stuck" is when they apply a technical paradigm to these adaptive challenges. Technical challenges, such as compensation structures, payroll analysis, and labor law compliance, are clear and targeted subjects with established solutions that rely on expertise and familiar roles. However, adaptive challenges demand a headspace that gives rise to genuinely innovative and considerate lines of inquiry. The key to successfully addressing these adaptive challenges lies in cultivating a headspace that encourages wise and provocative questioning. This headspace, both individually and within teams, is shaped by Presence and Purpose.

Static Curiosity

Neuroscience research underscores that headspaces dominated by attachment to ego and expertise—characterized by Yearning and Habituating—constrain innovation to Static Curiosity, which is routine and transient, leading to a sense of stagnation among leaders and teams. When individuals and teams operate from a headspace where ego and expertise are at the forefront, they tend to rely on taken-for-granted lines of inquiry. This often stems from a need to affirm their existing knowledge and expertise, leading to questions and approaches that are predictable and safe. Such an approach, while comfortable, inherently limits perspective and creativity because it confines thinking to familiar territories and resists venturing into uncharted domains.

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This reliance on familiar methods not only resists change but also stifles innovation and the generation of new ideas. Teams and leaders who prefer sticking to what they know miss out on opportunities to explore novel solutions and approaches that could potentially transform their organizations. The resistance to change creates an environment where new and potentially groundbreaking ideas are dismissed or not even considered. This results in a growing sense of frustration and a feeling of being stuck, as efforts do not lead to meaningful progress or improvements.

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Like trying to jam two jigsaw puzzle pieces together that don't quite fit, overreliance on static curiosity forces alignment between efforts and existing organizational goals without questioning their relevance, impact on employee well-being, or effectiveness. This rigid alignment can lead to a misalignment with the dynamic nature of external environments and internal needs, further exacerbating the sense of being stuck. Teams feel as if their efforts are in vain because they are bound by outdated frameworks and objectives that no longer serve the organization’s best interests. Consequently, innovation is not just stifled but practically halted, preventing the organization from evolving and adapting to new challenges and opportunities.

Dynamic Curiosity

Conversely, headspaces that are selfless and open-minded—embodied by Transforming and Transcending—promote Dynamic Curiosity. When we let go of ego and expertise, we invite flexible thinking that embraces diverse perspectives. This openness fosters psychological safety, as the threat to ego is minimized, allowing team members to share ideas without fear of judgment. Such an environment encourages forms of inquiry that are exploratory and innovative, breaking free from the constraints of conventional thinking.

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This selfless approach to headspace challenges existing assumptions and encourages continuous leadership development. Leaders who practice dynamic curiosity are more likely to question the status quo and explore new strategies that align culture with organizational goals. This alignment is crucial for creating a cohesive and forward-thinking organizational strategy. By fostering a headspace where dynamic curiosity thrives, organizations can drive their strategy and culture forward in meaningful and measurable ways.

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It is imperative for leaders and consultants in successful organizations to take headspace seriously, fostering environments where employees feel engaged, healthily challenged, and fulfilled. By cultivating a headspace that values flexible thinking, reduces ego threats, and challenges assumptions, organizations can develop a culture of dynamic curiosity that leads to innovative solutions and sustainable growth.

Yin & Yang of Headspace

Each headspace presents its own set of upsides and challenges. For instance, individuals in the Yearning headspace bring enthusiasm and fresh perspectives but may struggle with focus and direction. Those in the Habituating headspace ensure stability and consistency but might overlook or resist necessary changes and innovation. The Transforming headspace encourages continuous improvement and adaptability, though it can sometimes disrupt existing processes and norms and overlook deeper existential considerations. Lastly, individuals in the Transcending headspace inspire deep connections and ethical behavior, but they might face challenges in aligning their high ideals with everyday organizational realities.


As your read through this report, be careful not to dwell on the challenges but instead,  note how you can leverage existing tools from the fields of leadership development, team development, and organization development to create a more innovative and inclusive headspace for yourself (and those around you!). By doing so, we can all impact prosperity across and beyond our organizations.


A Transcending way of being pushes attention further into one’s field of awareness, operating from an ontological orientation that is selfless and deeply connected with others. This orientation is highly spiritual and aligns well with Giacalone and Jurkiewicz’s (2010) definition of workplace spirituality: "A framework of organizational values evidenced in the culture that promotes employee’s experience of transcendence through the work process, facilitating their sense of being connected in a way that provides feelings of compassion and joy" (p. 129).

Individuals in this headspace view organizational strategy as a vehicle for enhancing corporate social responsibility and increasing the well-being of both formal and informal stakeholders, including the surrounding community. Leadership development programs for those with a Transcending disposition may benefit from a peer learning approach, pairing them with employees who struggle to find a greater sense of purpose or see beyond profit and achievement.

Integrative Curiosity

Individuals with a transcending headspace exhibit integrative curiosity, characterized by synthesizing diverse pieces of information to form cohesive and innovative understandings. This type of curiosity drives comprehensive and long-term strategic planning, integrating diverse insights for innovative solutions. Integrative Curiosity enhances collaboration across different functions and disciplines, promoting holistic problem-solving. Leaders exemplify integrative thinking, making informed decisions that consider multiple perspectives, building trust and strategic foresight.

What if...


Self Curiosity

  1. How can I better integrate diverse perspectives to make more holistic decisions?

  2. What strategies can I use to enhance the sense of community and connection within my team?

  3. How can I align my leadership approach with the broader values of social responsibility and well-being?

  4. What practices can I adopt to foster a culture of compassion and joy in the workplace?

  5. How can I balance the needs of various stakeholders while maintaining strategic vision and foresight?


Team Curiosity

  1. How can we integrate insights from different departments to improve our strategy?

  2. What can we do to foster a more inclusive and collaborative environment?

  3. How do you feel about our current approach to balancing profit with social responsibility?

  4. What steps can we take to enhance our team's sense of purpose and fulfillment?

  5. How can we ensure that our projects reflect the diverse perspectives within our team?


Organizational Curiosity

  1. How are we incorporating community well-being into our organizational strategy?

  2. What initiatives are we taking to promote workplace spirituality and connectedness?

  3. How can I support our efforts to balance corporate social responsibility with business objectives?

  4. What are we doing to integrate diverse perspectives into our decision-making processes?

  5. How can we create a culture that values compassion, joy, and holistic thinking?

Collective Transcending

Understanding headspace is not just about individual experiences but also about how these experiences manifest at the team and organizational levels. Collective experiences such as strategic realignment, leadership transformation, and cultural shifts can significantly impact collective headspace. For instance, a team might collectively feel empowered by new leadership practices, leading to a shared headspace of innovation and adaptability. Similarly, an organization undergoing cultural transformation may collectively embrace new learning and development initiatives, enhancing overall effectiveness and resilience.

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Developing Headspace

This section provides specific tools and frameworks for cultivating a more mindful and meaningful headspace for those whose disposition is Transcending at the individual, team, and organizational level. This includes a summary of the most common challenges faced by individuals, teams, and organizations in this headspace, as well as specific tools and frameworks capable of shifting  into a more healthy and productive way of working together. The primary move for Transcending is the translation and transmission of wisdom throughout the organization. 

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Individual Development

Individuals in the Transcending headspace often seek practical wisdom, striving to translate their deep insights into actionable strategies. The Aristotelian approach to Practical Wisdom involves engaging in reflective practices to apply ethical and practical wisdom in decision-making. This approach encourages individuals to apply their profound understanding to everyday situations, balancing ethical considerations with practical outcomes.

Transmission of knowledge is crucial for those in the Transcending headspace, as they aim to share their deep insights and experiences with others. Leadership Storytelling is an effective tool for conveying complex ideas and wisdom through narratives. By using engaging communication, storytelling helps individuals transmit their wisdom through compelling stories that resonate with and educate others, making their insights more accessible and impactful.

Mentoring and coaching are vital for guiding others to reach higher levels of understanding and capability. Existential Coaching focuses on deep personal and professional growth, allowing transcending individuals to mentor others effectively. This approach facilitates profound growth and transformation by enabling mentors to guide their mentees through significant developmental journeys.

Integrative curiosity drives those in the Transcending headspace to synthesize diverse perspectives and create innovative solutions. Polarity Management is a framework for managing complex problems by leveraging opposing values. This framework encourages individuals to integrate diverse perspectives, resulting in balanced and innovative solutions that address multifaceted challenges.

Lifelong learning is essential for individuals in the Transcending headspace, as they continuously seek new knowledge and integrate it with existing wisdom. Reflective Journaling involves regularly writing reflections to synthesize learning and experiences. This practice promotes continuous integration, encouraging ongoing reflection and the blending of new knowledge with existing wisdom, ensuring a dynamic and evolving understanding.

These tools and frameworks help individuals in the Transcending headspace effectively translate and transmit their wisdom, fostering ethical decision-making, engaging communication, deep influence through mentoring, balanced solutions, and continuous learning and integration.

Team Development

Teams in the Transcending headspace often seek practical wisdom, aiming to apply their collective insights to strategic decisions. Wisdom Circles provide a structured format for group discussions, focusing on applying the team's collective wisdom to real-world challenges. This facilitates collective insight, allowing teams to harness and utilize their shared knowledge for strategic and practical problem-solving.

The transmission of knowledge is essential for teams in the Transcending headspace, as they strive to share deep insights and experiences within the group. Collegial Inquiry is a collaborative approach where team members engage in deep questioning and exploration. This method enhances team cohesion and understanding through shared inquiry and collective exploration, promoting cultural transmission of knowledge and wisdom.

Mentoring and coaching within teams involve guiding and developing each other to foster continuous growth. Peer Coaching is a structured process where team members coach each other, encouraging mutual growth. This approach supports continuous learning and development within the team through peer support and coaching, enhancing both individual and collective capabilities.

Integrative curiosity drives teams in the Transcending headspace to synthesize diverse perspectives for innovation. Knowledge Sharing Networks, comprising formal and informal networks, facilitate the sharing of tacit and explicit knowledge. These networks enable distributed wisdom, promoting the exchange of insights and enhancing team innovation and problem-solving by leveraging diverse viewpoints.

Lifelong learning is crucial for teams in the Transcending headspace, as they continually seek to learn and integrate new knowledge. Action Learning involves teams working on real problems, reflecting on their actions, and learning from the outcomes. This practical learning approach promotes continuous improvement and the application of team knowledge and skills to real-world situations, ensuring ongoing development and adaptability.

Organization Development

Organizations in the Transcending headspace often seek practical wisdom, aiming to apply their collective insights to strategic initiatives. Wisdom Councils, composed of experienced leaders and employees, provide strategic guidance based on deep wisdom. This facilitates the application of organizational wisdom to strategic decisions and initiatives, ensuring that insights from experienced members guide the organization's direction.

The transmission of knowledge is crucial for organizations in the Transcending headspace, as they strive to share deep insights and experiences across the organization. Organizational Storytelling involves the systematic use of stories to share organizational values, culture, and wisdom. This promotes cultural integration by enhancing organizational cohesion and understanding through shared stories and narratives, making complex ideas more accessible and relatable.

Mentoring and Coaching are essential for developing a culture of continuous development and knowledge transfer. Structured Mentorship Programs pair experienced mentors with less experienced employees, fostering leadership development. These programs encourage a culture of continuous learning and growth, ensuring that knowledge and expertise are passed on effectively within the organization.

Integrative curiosity drives organizations in the Transcending headspace to synthesize diverse perspectives for holistic solutions. Holacracy, a system of organizational governance where authority and decision-making are distributed, promotes distributed wisdom. This approach ensures that decision-making leverages the insights and perspectives of all members, fostering a holistic and inclusive approach to problem-solving and organizational governance.

Lifelong learning is a fundamental aspect of organizations in the Transcending headspace, as they continually seek to learn and integrate new knowledge. Conscious Organizations create a culture that supports continuous learning, mindfulness, and systemic thinking. This approach ensures that organizational wisdom is preserved, shared, and applied effectively, promoting ongoing organizational learning and adaptation.

The "Business Case"

Addressing a transcending headspace involves investing in tools and frameworks that enhance practical wisdom, knowledge sharing, and organizational storytelling while fostering a culture of continuous learning and mindfulness. Demonstrating the tangible benefits of these outcomes for individuals, teams, and organizations is essential to championing and improving developmental activities and targeting your leadership and organization development budget more effectively. This section provides a brief overview of Return on Investment (ROI), as well as the specific types of ROI that are logically candidates for addressing the transcending headspace, a review of how to calculate these types of ROI, and some illustrative examples.

Return on Headspace (ROH)

Return on Investment (ROI) is a performance measure used to evaluate the efficiency or profitability of an investment. It calculates the return of an investment relative to its cost. ROI is crucial in justifying the expenditure on development initiatives, as it demonstrates their value in terms of improved performance, reduced costs, and increased revenue. For initiatives aimed at developing headspace, several specific "Return on Headspace" (ROH) targets are particularly relevant.

Employee Engagement and Satisfaction: Improving employee engagement and satisfaction is critical for organizations. Employee engagement refers to the emotional commitment an employee has to their organization and its goals, often leading to higher productivity and lower turnover rates. Job satisfaction measures how content an employee is with their job. A meta-analysis of 44 empirical studies demonstrated a significant positive relationship between meaningful work and engagement, commitment, and job satisfaction, as well as life satisfaction, life meaning, and general health (Allan et al., 2019). Authentic leaders who align presence and purpose see a decrease in turnover intention in their employees (Azanza et al., 2015). Greater meaning also has a significant positive impact on employee satisfaction (Dehler & Welsh, 1994). An organization that successfully improves its Employee Net Promoter Score (eNPS) – a metric that measures the likelihood of employees to recommend their workplace to others – can see a direct correlation to increased productivity and reduced turnover costs.

Employee Value Proposition (EVP): Organizations whose employees lack a deeper sense of meaning at work experience dramatically increased rates of turnover (Dhingra et al., 2020; Fosslien, 2021; Kumar, 2021; Stier & Driggs, 2021; Valini et al., 2019). Organizations that proactively seek and develop employees whose sense of purpose aligns with the mission offer a compelling Employee Value Proposition (EVP). EVP refers to the unique set of benefits that an employee receives in return for their skills, capabilities, and experience. Organizations with wise leaders and meaningful work attract and retain top talent. For example, improved EVP can lead to higher retention rates and reduced recruitment costs.

Efficiency and Task Completion: A large body of research demonstrates that leaders who authentically express aa greater sense of purpose observe a significant increase in employee performance (Azanza et al., 2015; Nasab et al., 2019; Ribeiro et al., 2018a, 2018b). Employees who connect with a greater sense of purpose at work also experience a measurable increase in productivity and performance (Karakas, 2010; Paloutzian et al., 2003; Reave, 2005). Efficiency and task completion rates are essential indicators of an organization's operational health. 

Innovation and Creativity: Research demonstrates that greater presence at work leads to increased creativity (Brendel et al., 2016; Colzato et al., 2012; Horan, 2009; Langer, 2007). Measuring the number of new initiatives successfully completed and the time taken from idea to implementation can provide clear indicators of the ROH of these interventions. For example, reducing the average time from idea to market by 20 days can significantly boost revenue.


Well-Being and Stress Reduction: Well-being and stress reduction are crucial for maintaining a healthy, productive workforce. Increased mindfulness at work leads to significantly improved employee well-being (Hanley et al., 2017). It should come as no surprise that well-being and performance both experience a dramatic increase when presence is increased at work (Anderson et al., 2007; Glomb et al., 2011; Good et al., 2016; Hülsheger et al., 2013; Kudesia, 2019; Li et al., 2016; Mesmer-Magnus et al., 2017). Organizations whose employees are experiencing change fatigue can also benefit from significant decreases in anxiety through increased mindfulness (Davidson et al., 2003; Gross et al., 2004; Ramel et al., 2004; Sagula and Rice, 2004; Shapiro et al., 2007; Tacon et al., 2003, 2004; Vieten and Astin, 2008). Tools such as the Search Inside Yourself program and mindfulness practice can lead to substantial improvements in mental health and stress levels. Lower stress levels can reduce sick days and improve overall productivity. 

Collaboration and Team Cohesion: Research demonstrates that increased presence leads to prosocial behaviors (Chen & Jordan, 2018; Johnson, 2007; Prakash et al., 2020; Shapiro et al., 2006; Shapiro et al., 2012). Collaboration and team cohesion are essential for effective teamwork and project success.  Improved team satisfaction and reduced turnover rates are direct indicators of the ROH on related initiatives. For instance, enhancing team cohesion can lead to better project outcomes and a more supportive work environment.

Critical Thinking & Problem Solving: Research also demonstrates a crucial correlation between presence and problem solving (Baer, 2003; Langer & Moldoveanu, 2000) as well as meta-cognition (Kudesia, 2019) and dialectical thinking (Gill et al., 2015) which are all essential to navigating complex, adaptive challenges. 

Ethical Decision Making: Making the right choices at work doesn't only boil down to performance. Increased presence is shown to supercharge ethical awareness and decision making by awakening employees to the ethical dimensions behind the choices they make (Butterfield et al., 2000; Kish-Gephart et al., 2019; Rest, 1986; Reynolds & Miller, 2015; Sonenshein, 2007) as well as "moral disengagement", or the way they subconsciously talk themselves out of doing the right thing (Brendel & Hankerson,  2021)

How to Calculate ROH

  1. Employee Engagement and Satisfaction:

    • Scenario: Implementing Practical Wisdom.

    • Calculation: If the baseline eNPS is 30 and improves to 50 after implementation, calculate the financial impact of higher engagement on productivity and turnover.

    • Equation: ROI = [(Increased productivity value + Turnover cost savings) - Program cost] / Program cost * 100.

    • Example: Increased productivity adds $50,000, reduced turnover saves $20,000, and program cost is $10,000. ROI = [($50,000 + $20,000) - $10,000] / $10,000 * 100 = 600%.

  2. Employee Value Proposition (EVP):

    • Scenario: Enhancing EVP through wisdom-based leadership and meaningful work initiatives.

    • Calculation: Improved EVP leads to a 15% increase in retention rates and reduces recruitment costs.

    • Equation: ROI = [(Savings from reduced recruitment costs + Increased productivity value) - Initiative cost] / Initiative cost * 100.

    • Example: $30,000 savings from reduced recruitment costs, $40,000 increased productivity, initiative cost $20,000. ROI = [($30,000 + $40,000) - $20,000] / $20,000 * 100 = 250%.

  3. Efficiency and Task Completion:

    • Scenario: Using Reflective Journaling to improve focus.

    • Calculation: Baseline task completion rate is 70%. After using Reflective Journaling, it improves to 85%.

    • Equation: ROI = [(Number of additional tasks completed * Average task value) - Training cost] / Training cost * 100.

    • Example: 15% increase in task completion at $200/task, training cost $5,000. ROI = [(150 * $200) - $5,000] / $5,000 * 100 = 500%.

  4. Innovation and Creativity:

    • Scenario: Applying Wisdom Circles to foster innovation.

    • Calculation: The average time from idea to implementation is reduced by 20 days, leading to faster market entry and increased revenue.

    • Equation: ROI = [(Increased revenue from faster time-to-market) - Cost of Wisdom Circles] / Cost of Wisdom Circles * 100.

    • Example: Increased revenue of $100,000, program cost $10,000. ROI = [$100,000 - $10,000] / $10,000 * 100 = 900%.

  5. Well-Being and Stress Reduction:

    • Scenario: Implementing the Search Inside Yourself program.

    • Calculation: Stress levels decrease by 25%, leading to fewer sick days and higher productivity.

    • Equation: ROI = [(Cost savings from reduced sick days + Increased productivity) - Cost of Search Inside Yourself program] / Cost of Search Inside Yourself program * 100.

    • Example: $10,000 savings from reduced sick days, $15,000 increased productivity, program cost $5,000. ROI = [($10,000 + $15,000) - $5,000] / $5,000 * 100 = 400%.

  6. Collaboration and Team Cohesion:

    • Scenario: Conducting Collegial Inquiry sessions.

    • Calculation: Team satisfaction survey scores improve, leading to lower turnover and better project outcomes.

    • Equation: ROI = [(Savings from reduced turnover + Value of improved project outcomes) - Cost of Collegial Inquiry sessions] / Cost of Collegial Inquiry sessions * 100.

    • Example: $15,000 savings from reduced turnover, $20,000 improved project outcomes, session cost $5,000. ROI = [($15,000 + $20,000) - $5,000] / $5,000 * 100 = 600%.

Great Reads

"Conversational Intelligence: How Great Leaders Build Trust and Get Extraordinary Results" by Judith E. Glaser

  • Amazon Link: Conversational Intelligence

  • Overview: Glaser provides a guide to understanding and improving the quality of conversations in organizations. The book shows how effective communication can be used to share wisdom, build trust, and drive organizational success.

"The Knowledge-Creating Company: How Japanese Companies Create the Dynamics of Innovation" by Ikujiro Nonaka and Hirotaka Takeuchi

  • Amazon Link: The Knowledge-Creating Company

  • Overview: Nonaka and Takeuchi explore how Japanese companies foster continuous innovation by creating environments that encourage knowledge sharing and wisdom transmission. The book provides valuable insights into how to cultivate a culture of knowledge creation and dissemination.


"Presence: Human Purpose and the Field of the Future" by Peter Senge, C. Otto Scharmer, Joseph Jaworski, and Betty Sue Flowers

  • Amazon Link: Presence

  • Overview: This collaborative work delves into the concept of presence and its role in organizational transformation. It offers a framework for understanding how to harness collective wisdom and foresight to shape the future of organizations.


"Narrative Intelligence: How Stories Can Save the World" by Cynthia Kurtz and David Snowden

  • Amazon Link: Narrative Intelligence

  • Overview: This book explores the power of storytelling and narrative in organizations. It provides frameworks for using stories to capture, share, and apply wisdom, enhancing organizational learning and connection.

"The Leader's Guide to Storytelling: Mastering the Art and Discipline of Business Narrative" by Stephen Denning

  • Amazon Link: The Leader's Guide to Storytelling

  • Overview: Denning's book offers a comprehensive approach to using storytelling as a leadership tool. It demonstrates how stories can be used to share wisdom, inspire change, and foster a shared vision within the organization.

Validation Study

The Headspace assessment, grounded in the concept of Ways of Being, was thoroughly validated through rigorous research conducted by Dr. William Brendel, Dr. Sangwon Byun, and Dr. Mi Hee Park. Their award-winning article, "Ways of Being: Assessing Presence and Purpose at Work," provides a detailed explanation of the research methodology and results, demonstrating the assessment's reliability and validity.

The researchers employed Confirmatory Factor Analysis (CFA) as a key part of their validation process. CFA is a statistical technique used to verify the factor structure of a set of observed variables, essentially checking whether the data fits a hypothesized measurement model. In simpler terms, CFA is like double-checking that the questions in the assessment actually measure what they’re supposed to measure. The importance of CFA lies in its ability to ensure that the assessment accurately identifies the different headspaces as intended, akin to making sure that the pieces of a puzzle fit together perfectly to reveal the intended picture.

In their study, Brendel and his colleagues achieved high fit indices in their CFA, which indicated that the hypothesized model fit well with the observed data. Specifically, the Comparative Fit Index (CFI) was 0.95, and the Root Mean Square Error of Approximation (RMSEA) was 0.06. These statistics demonstrate that the assessment structure is sound and that it accurately identifies the four headspaces.

Another critical aspect of the validation process was testing the internal consistency reliability of the assessment. This refers to the consistency of results across items within a test, typically measured using Cronbach's Alpha. Think of this as checking that all the questions on the assessment are reliably measuring the same thing. High internal consistency means that the assessment produces stable and consistent results. In this study, the Cronbach's Alpha scores for the four headspaces ranged from 0.82 to 0.89. Such high scores indicate excellent internal consistency, providing confidence that the results are dependable.

The researchers also focused on construct validity, which assesses whether the tool truly measures the concept it claims to measure. It’s like verifying that a thermometer accurately measures temperature, not humidity. Ensuring construct validity is crucial as it guarantees that the assessment accurately captures the essence of the headspaces—presence and purpose in this case—providing meaningful and accurate insights into one’s headspace. The positive feedback from participants further supported the construct validity, with many finding the assessment relevant and insightful in their real-world experiences.

These rigorous statistical analyses and validations confirm that the Headspace assessment is both valid and reliable. The high fit indices from the CFA, the excellent internal consistency indicated by Cronbach's Alpha scores, and the positive participant feedback collectively ensure that the assessment provides an accurate reflection of one’s current headspace. The thorough research behind this assessment should instill confidence that the insights gained are grounded in robust scientific methods and real-world applicability.


Originally introduced in 2012 by Dr. William Brendel, the concept of headspaces, initially termed "Ways of Being," forms the foundation of the assessment you just completed. Dr. Brendel later partnered with Dr. Sangwon Byun and Dr. Mi Hee Park in a multi-year study to psychometrically validate his assessment, resulting in an award-winning article presented at the 2024 Academy of Management Conference titled, Ways of Being: Assessing Presence and Purpose at Work. In this groundbreaking work, Dr. Brendel and his colleagues established that these four headspaces are both distinct and crucial for understanding how individuals interact with their work and colleagues.


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