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The central goal of the Strategist is to become the most one can be. Strategists focus
self-identity. They generally display high self esteem and a sense of empowerment (Cook-
Greuter, 1999).
Strategists are preoccupied with justice and development (Cook-Greuter, 1999). Three
relations, and national and international developments (Rooke & Torbert, 2005). Related to
this, they are often committed to helping others develop. This comes from a conviction that
higher development is better and closer to truth (Kegan, 1982), as it provides a less distorted
and more realistic view of oneself and the world. Strategists also tend to believe that higher
development allows one to create more effective, sophisticated arguments, and that in an
increasingly complex global theatre, higher development is needed for adequate functioning.
Strategists consistently seek feedback from others and the environment as fuel for their own
growth and deepened understanding of the world. Aware of their own power, they may be
Strategists have considerable insight into themselves and others. By this stage, they
tend to have found relative balance between their inner and outer worlds, between body and
mind, and with thoughts and feelings. They are aware of their body/mind as a system, and
recognize how their interpretations of internal and external reality are context dependent. The
might do, they are able to own and then integrate these sub-identities and shadow aspects into
a coherent, new core identity (Cook-Greuter, 1999). This enhanced ability to see and respond
to paradox and contradiction in themselves can also be employed to work with systems in the
external world: Strategists are able to respond to conflicting needs, dynamics, and duties in
and processes, including within themselves (Cook-Greuter, 1994, 1999). This enables them to
perceive systems of systems. The time frame for their thinking tends to be within their own
history and to the extent of their lifetime (Cook-Greuter, 1994, 1999). Strategists are
(Ingersoll & Cook-Greuter, 2007). They often work to create principles and practices based
in ethics that serve more than individual or organizational interests (Rooke & Torbert, 2005).
They recognize the social construction of reality, but take a less relativistic view of it,
recognizing its complexity and natural hierarchy. They can, as a result, make principled
choices and commitment in the face of relativism. Rather than believing that there is an
absolute truth, or that it is all relative, Strategists believe that truth can be approximated and
strive to do so. Strategists use reasoning and rational analysis, supported by some intuition, to
assess, evaluate, judge, compare, measure, predict and, ultimately, to know (Cook-Greuter,
1999).
Strategists account for just 4-5% of the adult population within the U.S. and Europe
(Cook-Greuter, 1999, 2004). As leaders, they often have socially conscious business ideas
that they execute collaboratively, integrating idealist visions with pragmatism, principle, and
timely actions. When leading, Strategists reframe situations, consciously leveraging language
to reinterpret reality such that decisions are made in service of overall principles, strategy,
integrity and foresight (Cook-Greuter, 2004). They focus on organizational constraints and
perceptions, discussing and striving to transform them (Rooke & Torbert, 2005). Strategists
are particularly sensitive to unique market niches, the historical moment, and larger social
games, in which many win (Ingersoll & Cook-Greuter, 2007). Strategists are able to generate
personal and organizational transformations. This arises partly from their ability to create
shared visions across different action logics that inspire both individual and organizational
transformation. Strategists also tend to be more comfortable with conflict than other action
logics, and are better at managing people‘s natural resistance to change. All of these qualities
For a summary of the capacities that research suggests emerge or are strengthened at
Capacity Comments
Cognitive Capacities
Create a new core identity (Cook-Greuter, ―Own‖ contradictory parts of themselves,
1999) integrate previously compartmentalized sub-
identities into a new whole
Be more honest with self, and open to try Willingness to experiment with new ways of
new thoughts, feelings, behaviors (Joiner & being and proactive about learning from it
Josephs, 2007)
See reality and self as an interconnected whole
Engage a systems view on reality and
or system rather than aggregate of separate,
oneself (Cook-Greuter, 2000)
well-defined elements
Deeper recognition of the human experience
Expand from situational awareness to
everywhere, including its relatedness, and
global scope (Joiner & Josephs, 2007)
interdependence with the natural environment
Recognize mutual causality in human Awareness that all organizational/collective
interactions (Joiner & Josephs, 2007) processes and results are created by the
simultaneous action of many elements
Explore meaning making itself (Cook- Inquire into the dynamics and processes of
Greuter, 2000) how we know what we know
Increasingly access intuition (Cook- As a complement to rational analysis and
Greuter, 1999) reasoning
Intentionally enter ―flow‖ states
Even during mentally complex and
(Csikszentmihalyi, 1990) (Joiner &
emotionally charged challenges
Josephs, 2007)
Especially those that appear as incompatible
Unite and integrate ideas (Loevinger, 1976)
alternatives to those with earlier action logics
Create visions with increasingly extended Driven by a desire for greater personal
time frames and more profound purposes fulfillment and commitment to live life
(Joiner & Josephs, 2007) authentically, expressing deepest potentials
Affective Capacities
Experience internal conflict with more Clarity on shadow aspects of self and the
awareness; less resistant to it, more cycling of, e.g., assertive & reflective voices;
courageous to face it (Loevinger, 1976) Cope, transcend, or reconcile with conflict
Accept oneself more deeply (Joiner & Allows for the experience of vulnerable
Josephs, 2007) feelings, freeing oneself from reacting to them
Access a broader range of feelings in a Allowing thoughts and feelings to consciously
sustained, direct way (Joiner & Josephs, flow without judgment or fixation
2007)
Remain present longer with disconcerting In self, and with others; able to metabolize
feelings (Joiner & Josephs, 2007) difficult emotions more easily
Hold an increased sense of purpose to A strong commitment to generativity; creating
express deeper talents in service of a meaningful life often requires increased
enhancing others‘ lives (Cook-Greuter, courage as well
1999; Torbert, et al., 2004)
Empathize more deeply, be more tolerant Leads to a deeper capacity for understanding
of, and show interest in, other perspectives other cultures, subcultures and ethnic groups
(Joiner & Josephs, 2007)
Highly tolerate ambiguity (Loevinger, Ambiguity means creative potential; see the
1976; Nicolaides, 2008) value of being in relationship to it; learn
through ambiguity
Behavioral Capacities
Enter deeply into different, multiple frames Step back from own frame and others‘, and
of reference, perspectives; reframe & identify conflict or commonality of frames;
reinterpret (Cook-Greuter, 1999) decide which frame is best for the situation
Ground actions in principles rather than Even when such principles run counter to rules
rules (Torbert, et al., 2004) of their superiors
Engage in timely action in service of Recognize that all action facilitates or inhibits
transformative change (Torbert, et al., transformational change in others‘ action
2004) logics; ‗what action is timely now to whom?‘
Better support organizational Grow businesses in size, and improve
transformations (Torbert, et al., 2004) profitability, quality, strategy and reputation
Deal with conflicting needs and duties
Especially in constantly shifting contexts
(Cook-Greuter, 1999)
Consciously allow others to make mistakes To serve their greater alertness and capacity
(Torbert, et al., 2004) for single-, double-, triple-loop self-correction
Build truly collaborative relationships Characterized by authentic expression and
(Joiner & Josephs, 2007) working through of real differences
Express more spontaneously (Loevinger, Light touch, humor; vivid, convincing feelings
1976) combining genuineness and intensity
The Alchemist Action Logic
focus is on the interplay of perception, thought, feeling, action and effects. They are deeply
processes. This enables them to consistently note the influences from and impacts on
themselves to be both ―a rational, separate individual locus of consciousness [yet also feel]
Greuter, 1999, p. 85). This is exemplified in their new relationship to meaning making:
Alchemists can perceive the structure of their own thinking processes and, by doing so,
recognize the fundamental limitations of both rational thought and language itself. They see
that many of their mental habits are ―programmed‖ and automatic. The very acts of thinking,
expecting, defending, and fearing are seen as problematic, partial defenses against knowing
the impermanence of the embodied self. For Alchemists, the process of meaning making is
theories that arise from the reification and segmentation of reality. Yet they perceive reality
to be an ever-changing, dynamic flux of phenomena and can sense the unitive nature of it.
Alchemists recognize that, ultimately, the meaning making process can never accurately
This is the first time in development that the ego becomes transparent to itself.
Final knowledge about the self or anything else is seen as illusive and
unattainable through effort and reason because all conscious thought, all
cognition is recognized as constructed and, therefore, split off from the
underlying, cohesive, non-dual truth….They realize that the pursuit of
objective self-identification and rational, objective explanations of the
universe are futile—artifacts of our need to make permanent and substantive
that which is in flux and immaterial. (pp. 28-29)
While recognizing the limitations of rational thought, Alchemists also experience an
increased capacity to access and draw insight from non-rational sources of information.
Intuition, bodily states, feelings, dreams, archetypal and transpersonal material become founts
of knowledge that complement rational thinking and support their ability to make sense of
experience and find meaning (Cook-Greuter, 2005). For them, time and events are not simply
linear, digital and literal, but symbolic, analogical, and metaphorical (Torbert, et al., 2004).
Their language is usually complex, vivid, authentic, and playful. It can also be raw or direct,
support others in their life quests (Cook-Greuter, 2004). They are the first action logic to
perceive all experience fully in terms of evolution and change (Cook-Greuter, 2005). They
operate in a time-frame well beyond their own lifetime, a realm that transcends their own
culture, and they hold a global-historical and evolutionary perspective on life (Cook-Greuter,
1999). They are even more sensitive and capable than Strategists of understanding others in
developmental terms. Alchemists tend to have finely-tuned interpersonal skills and a superb
ability to offer insight into others‘ complex and dynamic personalities (Cook-Greuter, 2005).
Part of Alchemists‘ commitment to transformation of self and others may come from
their sensitivity to the continuous ―re-storying‖ of who one is (Ingersoll & Cook-Greuter,
2007). By taking a different perspective, one can tell another story, give different meaning to
an event, and then change and evolve one‘s stance to it. Alchemists can be deeply empathic
and offer this sort of transformational, non-distorted feedback. They are also more able than
any other action logic to deeply access their own past ways of meaning making. This enables
them to tailor their communications and actions to others‘ meaning making system, relating
to both ―kings and commoners.‖ By optimally adjusting their style, Alchemists can support
others with empathic listening, challenging ideas, reframing of experiences, new stories, and
encouragement to push the boundaries of how they make meaning (Cook-Greuter, 2005).
1-2% of the adult population within the USA (the only place where large samples
have been taken) are estimated to be Alchemists (Cook-Greuter, 1999, 2004). As leaders,
they often build their own novel organizations or work alone doing what they feel is their
capacity to simultaneously manage and respond to many situations, at varying levels (Rooke
& Torbert, 2005). Many times they engage in multiple organizations, striving to align
personal, organizational, societal, and global goods (Torbert, et al., 2004). They enjoy roles
as catalysts or transformers, and may work to make organizations self-transforming and self-
organizing, so that they are no longer needed (Cook-Greuter, 2005). One of their greatest
significant ways. They can seize unique moments in an organization‘s history, create symbols
and metaphors that touch people‘s hearts and minds, and generate mythical events that
For a summary of the capacities that research suggests emerge or are strengthened at
Capacity Comments
Cognitive & Affective Capacities
Be more self-aware and mindful than ever; Strong interest in and access to direct,
more easily access flow states and witness present-moment awareness of five senses,
consciousness (Cook-Greuter, 1999; Joiner & inner sensations, thought processes,
Josephs, 2007) emotions
Recognition of ego‘s clever machinations at
See the ego itself; see through one‘s attempts
self-preservation; recognition that all
at meaning making; let go of automatic habits
cognition is constructed and split from non-
of mind & heart (Cook-Greuter, 1999, 2000)
dual truth
Regularly access ―next step intuitions,‖ Inner promptings and insights that support
archetypal and other transpersonal material alignment with one‘s purpose and provide
(Cook-Greuter, 2000; Joiner & Josephs, 2007) guidance
Hold an alert and relaxed present-centered A bare awareness, without mental
awareness from moment to moment (Joiner & description or evaluation, leading to subtle
Josephs, 2007; Torbert, et al., 2004) feelings of wonder
Engage an even deeper sense of purpose than Palpable, genuine intention to serve; an
ever before (Joiner & Josephs, 2007) enlivened sense of goodwill
Recognition of an ―always present‖
Be in communion with and surrender to
ambiguity and willingness to surrender to
ambiguity (Nicolaides, 2008)
learning from within it
Behavioral Capacities
A subtle form of stakeholder agility
Exhibit an enhanced ―power of presence‖ grounded in the present-moment; using
(Joiner & Josephs, 2007; Torbert, et al., 2004) personal spiritual energy to support
collaborative action inquiry
Present-centered embrace of both
Leverage an integrated power style (Joiner & assertiveness & receptiveness; allows a
Josephs, 2007) playful, artistic approach to wielding
different types of power
More frequently and easily access To resolve intractable mental / emotional
―synergistic intuitions‖ (Joiner & Josephs, conflicts in service of all; based on surrender
2007) to the direct experience of ―not-knowing‖
See more deeply into the human dimension of Supporting one to work with the subtle yet
the environment (Joiner & Josephs, 2007) significant dynamics in a situation‘s context
Attune profoundly to self and other, Ability to empathetically attend to the views
simultaneously (Cook-Greuter, 2000; Joiner and interests of another, and also maintain
& Josephs, 2007) awareness of one‘s own bodily presence
More effectively hold and manage many Work simultaneously with the local and
conflicting frames, perspectives, emotions, global; hold multiple stakeholders‘ positions
possibilities (Joiner & Josephs, 2007; Torbert, with empathy, even under highly stressful
et al., 2004) situations
More deeply meet and accept people ―where Meet each situation at the pace and in the
they are‖ (Cook-Greuter, 2005; Torbert, et al., action-logic of the person or group with
2004) whom one is interacting
The Ironist action logic is still under study. Early research suggests that this stage of
perspective. Cook-Greuter uses the term ―Unitive‖ for this stage of ego-development. She
notes (2000, p. 228) that Maslow coined the term to describe people who can ―simultaneously
perceive in the fact – the is – its particularity, and its universality. To see it simultaneously as
here and now, and yet also as eternal‖ (Maslow, 1971, p. 111).1 The Ironist represents a step-
change from how earlier action logics perceive reality. Rather than see solely through the
self‘s perspective and via the medium of language, Ironists hold a cosmic or universal
themselves and all others as aspects of a constantly evolving humanity that are embedded in a
abstraction that filters raw, subjective experience (Cook-Greuter, 1999, 2005). ―Every object,
word, thought, feeling and sensation, every theory is understood as a human construct:
separating out, creating boundaries where there are none‖ (Cook-Greuter, 2005, p. 34).
1
Cook-Greuter has noted the difficulty of choosing labels for the stages of ego-development. She personally
does not find the Ironist label ―especially fruitful‖ for characterizing individuals at this stage after the Alchemist,
and her preference is the Unitive label (Cook-Greuter, 2005, pp. 36, endnote 10). However, as this document has
been using Torbert‘s framework, I will use the Ironist label to avoid confusion.
Rather than use symbols to represent, reify, or codify reality, Ironists prefer to simply
experience the moment to moment arising of consciousness. Cook-Greuter calls this ―a post-
The central goal of an Ironist is to be. Content with simply being, Ironists assume a
engage the moment with an integrative witnessing, noticing the flow of experience and
passing of states of mind (Cook-Greuter, 1994, 1999). Ironists effortlessly hold multiple
perspectives and can shift across various states of awareness with ease. Unlike any earlier
action logic, they can remain consistently aware of their thoughts, feelings, behavior,
Due to the Ironist‘s sense of embeddedness in nature, they perceive birth, growth,
death, joy, pain and all other aspects of reality as naturally occurring patterns of change in the
flux of the time-space continuum. This leads to a profound acceptance of self and others as is,
in a non-controlling way. By seeing the unity of being that is the essence of all existence,
while also cherishing the unique humanness of every person, Ironists honor and respect
others, not needing them to be different than they are (Cook-Greuter, 2005).
With respect to leadership or change agency, very little is known about Ironists.
Representing less than 1% of the general population, they are rarely found in formal
leadership positions.2 Torbert (1987) contends that the Ironic leader is lower profile than
other leaders, more indirect and impersonal. Yet such a leader‘s focus is likely to be on the
various stages of development and invite developmental transformation‖ (Torbert, 1987, pp.
Ironists hold a time frame based in eternity. For them, the entirety of the earth‘s
history and future interpenetrate in the present moment. Because of their fluid, transcendent
self-sense, they tend to be comfortable with ―not-knowing‖, and do not show the anxiety that
the unknown can catalyze for earlier action logics. They feel ―at home‖ in constant flux and
Ironists can be perceived by others as aloof and insufficiently engaged in the concerns
and goals of a common humanity. Ironically, they deeply care about the essential dilemma of
the human condition and work for justice, fairness, and benevolence towards all. More than
any other action logic, they feel tolerance, compassion, and an affiliation with all forms of
life. Unseen to their critics, Ironists often serve as catalysts in the development of others. By
knowing themselves as embedded in a creative ground, they embody and transmit a deeper
others an example, or a template, of being what they are, without excuses. This challenges the
In contrast to other action logics, Ironists often have intense, yet non-demanding
relationships with people, no matter the other‘s action logic, age, gender or other
identifications. They see dignity in all manifestations of life and deeply honor both a person‘s
essence and their individuality. As a result, Ironists can make others feel worthy and whole
(Cook-Greuter, 2005).
For Ironists, inner conflicts and competing external demands need not be resolved or
denied; they are simply part of the ever-changing flux of being and need only be witnessed.
As a result, Ironists are not driven to be one way or another, or accomplish a certain state.
They let go of the unattainable and hold a non-attached, impersonal stance. Yet rather than
leading to passivity, this stance enables a stronger, more direct and powerful engagement
when action is needed. This openness enables access to a truth that is imminent in the
universe yet cannot be grasped with only rationality (Cook-Greuter, 1999, 2005).
tune with truth and beauty and have visionary experiences. That is, they can comprehend
things in a holistic way, effortlessly beholding both the whole and its constitutive variables
simultaneously. This visionary quality is complemented with an ability to use the rational
mind for further understanding. For Ironists, rational awareness is no longer considered a
the background or foreground, depending upon the focus of attention. Ironists draw upon
overvaluing any of them. Ultimately, Ironists are able to directly know and perceive in a non-
symbolic way as they subjectively experience and witness the continuous flux of
For a summary of the capacities that research suggests emerge or are strengthened at
3
The phrase ―ontologically the same, epistemologically different‖ I first heard from Ken Wilber (personal
communication via Gail Hochachka, August 7, 2010).
2005)
Regularly experience, integrate, and make They experience self-transcendence in the
use of transcendent, peak experiences (Cook- witnessing state that deepens their sense of
Greuter, 2000) embeddedness and belonging
Witness the efforts of the ego as it contracts
The sense of separation of self from others is
and strives to be seen as important and
experienced as an illusion, developed by the
permanent and defends against its fear of
ego to safeguard its future
death (Cook-Greuter, 1999, 2005)
This section has summarized research on the characteristics and capacities of Strategists,
Alchemists, and Ironists, the three most mature action logics in the Loevinger/Torbert
framework.
References