The 4 Stages of Psychological Safety™

Stage 4: Challenger Safety

Challenger safety satisfies the basic human need to make things better. It’s the support and confidence we need to ask questions such as, “Why do we do it this way?” “What if we tried this?” or “May I suggest a different way?” It allows us to feel safe to challenge the status quo without retaliation or the risk of damaging our personal standing or reputation. As the highest level of psychological safety, it matches the increased vulnerability and personal risk associated with challenging the status quo. When we create challenger safety, we give air cover in exchange for candor.

Diverse office team in conference meeting watching female presenter

Air cover in exchange for candor.

Your people aren’t going to speak up until they know it’s safe to do so. Before you ask your teams to be brave, make sure that you’ve created an environment that’s ready for their bravery.

Disagreeing is part of their job.

Are you ready to be wrong? We shouldn’t look to leaders to have all the answers. But we should expect them to draw out those answers by tapping into the creative potential of the organization.

How do I help others feel safe to challenge the status quo?

Try these eight things to introduce challenger safety into your organization’s culture:

Challenge Your Own Decisions

Leaders make decisions that are right today and then wrong tomorrow. make the wrong decisions, period. Help your team know that are willing to revisit old decisions, courses of action, and points of view.

Encourage Half-Baked Answers

Encourage your team to come to you with unrefined thinking. Mature ideas aren’t born that way. We need time and we need each other to help us sharpen our questions and potential solutions.

Respond Constructively to Disruptive Ideas

Your positive emotional response to disruptive ideas and bad news is a clear signal that you have a high tolerance for candor and will protect your people in their right to dissent.

If You Reject Feedback, Explain Why

When you reject a team member’s input or suggestion, explain why you didn’t adopt it. Your response will encourage them to continue giving feedback.

Weigh in Last

Speaking first when you hold positional power softly censors your team. Listen carefully, acknowledge the contributions of others, and then register your point of view.

Model Vulnerability

Remember that vulnerability is exposing yourself to the possibility of harm or loss. If you model and reinforce a pattern of vulnerability, others will do the same.

Reward Shots on the Goal

Not all ideas and suggestions will have merit, but if you encourage the attempts (shots on goals), those shots will increase and you will be more likely to have some successful challenges (goals) that add value and move the team forward.

Ask For Bad News

Asking for bad news is a way of speeding up the process of identifying areas for experimentation and innovation. When there’s bad news, it allows us to challenge the status quo more easily because something is already broken or not working right.

Challenger Safety Overview

Introduction

In today's rapidly changing business landscape, organizations are constantly seeking ways to foster innovation and drive high-performance within their teams. One powerful tool that has emerged in recent years is psychological safety. By creating a culture of inclusion and vulnerability, psychological safety enables teams to reach new heights of creativity, collaboration, and innovation. In this article, we will explore the power of psychological safety in driving innovation and how you can create sanctuaries of inclusion and incubators of innovation within your organization.

Understanding Psychological Safety

Psychological safety is defined as a culture of rewarded vulnerability and is built in four progressive stages. It creates a sanctuary of inclusion—a space where individuals feel safe to express their thoughts, opinions, and ideas without fear of judgment or retribution. It also serves as an incubator of innovation, allowing team members to explore new possibilities and take calculated risks. At the core of psychological safety lies trust—an essential ingredient for creating an environment where individuals feel comfortable being their authentic selves.

Psychological safety is the foundation upon which high-performing teams are built. It creates an atmosphere where individuals are not afraid to make mistakes or take risks, fostering a sense of psychological well-being and trust. When team members feel psychologically safe, they are more likely to collaborate, share knowledge, and contribute their unique perspectives. This leads to increased creativity, improved problem-solving, and a greater willingness to challenge the status quo.

The Link Between Psychological Safety and Innovation

Research has consistently shown that psychological safety is the number one variable in team performance and the key ingredient for creating inclusive environments and high-performing, innovative teams. When team members feel psychologically safe, they are more likely to share their unique perspectives, challenge the status quo, and take risks without the fear of negative consequences. This freedom fosters creativity, encourages collaboration, and sparks innovative ideas that can propel organizations forward.

Psychological safety is closely linked to innovation because it creates an environment where individuals feel empowered to think outside the box and take calculated risks. When team members feel safe to express their ideas and opinions, they are more likely to engage in constructive debates, challenge existing norms, and explore new approaches. This mindset of experimentation and learning fuels innovation and drives organizations to stay ahead of the curve.

Timothy R. Clark's Framework for Psychological Safety

Dr. Timothy R. Clark, the CEO of LeaderFactor, has developed a comprehensive framework for psychological safety that follows a universal pattern reflecting the natural progression of human needs in social settings. The framework consists of four stages of psychological safety: inclusion safety, learner safety, contributor safety, and challenge safety.

In the inclusion safety stage, team members feel a sense of belonging and are welcomed into the team. They feel valued and accepted, creating a strong foundation for psychological safety. Learner safety focuses on creating an environment where individuals feel safe to learn and ask questions. It encourages a growth mindset and fosters a culture of continuous learning and improvement. Contributor safety empowers team members to contribute their unique skills and perspectives without fear of judgment or criticism. It promotes a sense of ownership and accountability, as individuals feel safe to take ownership of their work and contribute to the collective goals of the team. Lastly, challenger safety encourages individuals to challenge the status quo and take intelligent risks. It cultivates a culture of innovation and encourages team members to think creatively and experiment with new ideas.

Stage 4: Challenger Safety

The fourth and final stage of psychological safety is challenger safety, where organizations encourage and embrace challenges as catalysts for innovation and growth. In this stage, we will explore the importance of promoting innovation, risk-taking, and creativity within a psychologically safe environment. We will also discuss the role of open dialogue and adaptability in fostering Challenger Safety.

1. Promoting Innovation

Challenger Safety creates an environment that fosters innovation by encouraging individuals to think critically, challenge the status quo, and explore new possibilities. To promote innovation, organizations can:

Encourage diverse perspectives: Embrace diverse viewpoints, experiences, and backgrounds within the team. By welcoming a range of perspectives, organizations can tap into a wealth of ideas and foster innovative thinking.

Support experimentation: Provide opportunities for experimentation and encourage individuals to take calculated risks. Create a culture that views failure as a stepping stone to learning and improvement, fostering a mindset of continuous innovation.

2. Embracing Risk-Taking

Challenger Safety encourages individuals to take risks and step outside their comfort zones. To embrace risk-taking, organizations can:

Cultivate psychological safety: Create an environment where individuals feel safe to take risks without the fear of judgment or negative consequences. Celebrate and recognize individuals who take calculated risks, even if they do not always yield the desired outcome.

Provide support and resources: Offer the necessary support, resources, and training to help individuals navigate and manage risks effectively. Provide guidance and feedback to help individuals learn from their experiences and make informed decisions.

3. Fostering Creativity

Challenger Safety nurtures creativity by allowing individuals to explore unconventional ideas and approaches. To foster creativity, organizations can:

Encourage open dialogue: Create platforms for open and inclusive dialogue where individuals can freely express their ideas, share insights, and engage in brainstorming sessions. Encourage active participation and ensure that all voices are heard and respected.

Create a learning culture: Foster a culture of continuous learning and improvement. Encourage individuals to seek new knowledge, explore different perspectives, and embrace continuous growth and development.

4. Cultivating Adaptability

Challenger Safety requires organizations to be adaptable and responsive to change. To cultivate adaptability, organizations can:

Embrace change as an opportunity: Encourage individuals to view change as an opportunity for growth and innovation. Emphasize the importance of being adaptable and agile in a rapidly evolving business landscape.

Support learning from failures: Create a culture that treats failures as learning experiences rather than setbacks. Encourage individuals to reflect on failures, extract valuable insights, and adapt their approaches accordingly.

By fostering Challenger Safety, organizations create an environment that encourages innovation, risk-taking, and creativity. This final stage completes the journey of psychological safety and empowers individuals to challenge the status quo, drive innovation, and propel the organization towards success.

Building Psychological Safety: Modeling and Rewarding Vulnerability

Building psychological safety within teams starts with leaders and team members modeling vulnerability. When leaders demonstrate openness, transparency, and a willingness to admit mistakes, it sets the tone for the entire team to follow suit. Vulnerability is not a sign of weakness but a strength that fosters trust and encourages others to be authentic and vulnerable themselves.

Rewarding vulnerability is equally important. Recognize and appreciate individuals who demonstrate courage in sharing their ideas and taking risks. Celebrate failures as learning opportunities and encourage team members to view setbacks as stepping stones to growth. By creating a culture that values vulnerability, you reinforce psychological safety and promote a growth mindset that fuels innovation.

The Benefits of Psychological Safety

Psychological safety is not only essential for creating a supportive work environment but also yields numerous benefits for teams and organizations. When individuals feel safe to express their thoughts, take risks, and contribute their unique perspectives, it sets the stage for enhanced collaboration among team members.

Effective team collaboration is one of the key benefits of psychological safety. When individuals feel comfortable sharing their ideas, opinions, and concerns, it creates an environment where diverse perspectives can be openly discussed. This fosters rich and constructive dialogue, leading to better decision-making and problem-solving. Team members are more likely to actively listen to one another, value different viewpoints, and work together towards shared goals.

Psychological safety has a direct impact on employee engagement. When individuals feel safe to voice their opinions and know that their input is valued, they become more engaged in their work. They feel a sense of ownership and empowerment, which drives their motivation to contribute to the team's success. Engaged employees are more likely to go the extra mile, demonstrate initiative, and invest their time and energy in achieving organizational goals.

Creativity is another area where psychological safety plays a crucial role. When team members feel safe to think creatively and propose innovative ideas without fear of judgment or rejection, it fosters a culture of innovation. Psychological safety provides the necessary space for brainstorming sessions, experimentation, and exploration of new approaches. This leads to breakthrough ideas, continuous improvement, and adaptability in a rapidly changing business landscape.

Psychological safety also encourages risk-taking. When individuals feel supported and safe to take calculated risks, they are more likely to step out of their comfort zones and pursue innovative opportunities. Risk-taking becomes an integral part of the team culture, where failures are viewed as learning experiences rather than personal setbacks. This mindset promotes resilience, adaptability, and a willingness to explore new avenues for growth.

Clearly, the benefits of psychological safety are far-reaching. It improves team collaboration, enhances employee engagement, stimulates creativity, and encourages risk-taking. By nurturing psychological safety within your team or organization, you create an environment where individuals feel valued, supported, and motivated to perform at their best. The positive outcomes of psychological safety contribute to a thriving and innovative workplace culture.

Strategies for Cultivating Psychological Safety

Cultivating psychological safety within your team or organization is an ongoing process that requires intentional actions and behaviors. Here are some strategies to help you foster and nurture psychological safety:

Lead by example: Leadership plays a critical role in creating and sustaining psychological safety. Leaders should model the behaviors they want to see in their teams, such as active listening, empathy, and vulnerability. When leaders show genuine interest in understanding their team members' perspectives and demonstrate openness to feedback, it sets the tone for psychological safety.

Encourage active listening: Active listening is a fundamental skill for creating psychological safety. Encourage team members to actively listen to one another, seeking to understand different viewpoints without judgment. This fosters an inclusive environment where everyone feels heard and respected.

Provide constructive feedback: Feedback is essential for growth and development. Create a feedback culture where constructive feedback is given regularly and received positively. Encourage specific, timely, and actionable feedback that focuses on behaviors and outcomes rather than personal attacks. This helps individuals understand how their actions impact others and promotes continuous improvement.

Embrace mistakes as learning opportunities: Foster a culture where mistakes are seen as valuable learning experiences rather than sources of blame or punishment. Encourage team members to share and reflect on their mistakes openly. When mistakes are viewed as opportunities for growth, it reduces fear and encourages risk-taking.

Facilitate trust-building activities: Building trust is fundamental to psychological safety. Engage in trust-building activities, such as team-building exercises, collaborative projects, or off-site retreats. These activities create opportunities for team members to bond, build rapport, and develop trust in a non-threatening environment.

Promote diversity and inclusion: Embrace diversity and create an inclusive environment where all team members feel valued and respected. Encourage diverse perspectives and foster an atmosphere that celebrates differences. Actively seek input from individuals who may be less likely to speak up, ensuring that everyone's voice is heard.

Create psychological safety rituals: Establish rituals or practices that reinforce psychological safety. For example, you can implement regular team check-ins where team members share their thoughts, concerns, and ideas. This provides a structured platform for open communication and reinforces the value of psychological safety.

Remember, cultivating psychological safety is an ongoing process that requires consistent effort and reinforcement. By implementing these strategies, you can create an environment where individuals feel safe to express themselves, take risks, and collaborate effectively, ultimately fostering a culture of psychological safety.

Sustaining Psychological Safety in the Long Term

Building psychological safety within your team or organization is just the beginning. Sustaining it in the long term requires consistent effort and attention. Here are some key strategies to help you maintain psychological safety over time:

Continuous reinforcement: Psychological safety should be continuously reinforced and integrated into the team's everyday interactions. Leaders play a crucial role in reinforcing the importance of psychological safety through their actions and behaviors. Regularly communicate the value of psychological safety, recognize and reward vulnerability and inclusive behaviors, and highlight success stories that demonstrate the positive impact of psychological safety.

Establish team rituals: Create team rituals or routines that promote psychological safety. For example, you can start meetings with a check-in where team members briefly share how they are feeling or what's on their minds. This helps set the tone for open and honest communication, fostering a sense of psychological safety. Other rituals may include periodic team-building activities, collaborative problem-solving sessions, or peer recognition programs that celebrate contributions and encourage support.

Maintain open communication channels: Foster a culture of open communication where team members feel comfortable expressing their thoughts, concerns, and ideas. Establish channels for feedback, both upward and downward, to ensure that everyone has an opportunity to contribute and be heard. Encourage transparency and create platforms for open dialogue, such as suggestion boxes, anonymous surveys, or regular one-on-one meetings with team members.

Foster a learning culture: Create a culture of continuous learning and growth. Encourage individuals to seek new knowledge, develop their skills, and embrace challenges. Establish a safe environment where mistakes are seen as learning opportunities and experimentation is encouraged. Support ongoing professional development and provide resources for learning, such as training programs, workshops, or mentorship opportunities.

Monitor and address issues promptly: Pay attention to any signs of diminishing psychological safety within the team. Actively monitor team dynamics, observe communication patterns, and address any conflicts or issues promptly. Encourage open dialogue to resolve conflicts and create mechanisms for reporting concerns confidentially. By addressing issues proactively, you can prevent the erosion of psychological safety and maintain a healthy team culture.

By continuously reinforcing psychological safety, establishing team rituals, maintaining open communication channels, and fostering a learning culture, you can sustain psychological safety in the long term. Remember, psychological safety is not a one-time achievement but an ongoing commitment that fuels collaboration, innovation, and team success.

Conclusion

Psychological safety plays a pivotal role in driving innovation and creating high-performing teams. By fostering a culture of inclusion and vulnerability, you create sanctuaries of inclusion and incubators of innovation where team members feel safe to be their authentic selves, contribute their ideas, and challenge the status quo. Embrace psychological safety as the foundation of your organization's culture and watch as innovation flourishes, collaboration thrives, and your team reaches new levels of success. Cultivate psychological safety, unlock the full potential of your team, and pave the way for a future of innovation and growth.

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