Announcing Integration: The Journal of Big Picture Theory and Practice

Dear friends,

Worldviews prefigure futures. And philosophies prefigure worldviews. So, since the beginning of the Institute of Applied Metatheory a few years ago, we have been committed to convening a home for the philosophy building, meta-studies, and integrative metatheory development we believe is necessary to underlabor on behalf of the rise of an integrative worldview this century. To that end, I am very excited to announce Integration: The Journal of Big Picture Theory and Practice, a new academic journal dedicated to this mission.

Visit the Journal

I am joined by Editor-in-Chief Nicholas Hedlund and Managing Editor Brendan Graham Dempsey in hope that Integration can become home for a new integrative knowledge society in which the next chapter of rigorous integrative metatheories might emerge, one of the key components of a strategy I outlined in A Sociology of Big Pictures.

To do so, in addition to the journal and new knowledge society, IAM has recently initiated a new, private online knowledge network, begun sponsoring scholarly symposia around the world, and will be producing a new, dedicated podcast featuring Integration scholars and their work.

I encourage you to visit the website for the journal, which is now inviting papers for its inaugural issue, with areas of particular interest that include:

  1. Developing Frameworks for Analysis and Integration of Knowledge
  2. Evolution Across Scales
  3. Complexity and Systems Approaches
  4. Transformations in Worldview
  5. Cultural Shifts in the 21st Century
  6. Technology, AI, and Collective Intelligence
  7. Science, Religion, and Ultimate Concern
  8. Responses to the Global Metacrisis
  9. Practices for Integration
  10. Applications of Big-Picture Frameworks

The tragic irony of entering what I’ve called the Transformation Age on the back of a civilizational metacrisis is that it’s truly an exciting time to be doing the kind of work we do. When worldviews break down and cast us headlong into times of great peril, philosophy becomes essential to help us make better sense of our world and to yield the shifts in our frames and suppositions that enable new futures.

Thank you for being such an important part of the global community working to do so.

Warm loving regards,

Robb

Introducing The New Story of Wholeness

Dear friends,

I am excited to announce The New Story of Wholeness (NSoW), a flagship initiative by the Institute of Applied Metatheory aiming to create a global “Welcome Mat” for the emerging Integrative Worldview, a meta-narrative capable of restoring coherence in a time of fragmentation. NSoW is an ambitious, experimental attempt to bring the worldview to life as a felt, visual, and narrative-based experience on the web for institutional leaders, cultural influencers, and system builders.

The stakes are significant: millions of people already inhabit an integrative worldview, and yet no global Welcome Mat exists that could help them identify as such. And as the only worldview capable of holding the complexity of the 21st century, it is a serious gap that no coherent digital expression has been constructed to make this worldview widely visible, intuitively navigable, or emotionally compelling. Moreover, current educational platforms, institutional narratives, and public discourse remain fragmented in traditional, modern or postmodern paradigms, leaving people disoriented and under-equipped to meet the moment. Without a shared story of wholeness grounded in developmental, systemic, and spiritual coherence, we cannot build the futures we urgently need. The NSoW will innovate toward this need for a Welcome Mat and new story for the 21st century, and will be built around archdisciplinary patterns that make the integrative worldview intelligible and inhabitable.

The central thesis of the New Story of Wholeness is that worldviews can be learned—and thus can be taught, transmitted, and transformed. When properly scaffolded, the integrative worldview can shift not only what people believe, but who they become. The NSoW proposes that by crafting a digital experience that mirrors the integrative worldview in form as well as content—by embedding learning in story, pattern, complexity, and beauty—we can accelerate the transmission of this worldview into culture.

Funded by the IAM Foundation, the project brings together an esteemed team of designers and scholars in an attempt to fuse philosophical depth, archdisciplinary and worldview theory, and immersive design to create an experiential gateway to the next stage of collective consciousness. This project will be interesting, challenging and highly experimental.

And as is so often the case with IAM’s applied metatheory projects, what we learn—whether success or failure—is just another small building block on the road to building the Integrative Worldview’s knowledge economy that can prepare human civilization for the back half of the 21st century.

Loving warm regards,

Robb

IAM Announces Partnership with CIHS

Institute of Applied Metatheory and California Institute for Human Science Forge Transformative Partnership

In a move to bridge the gap between metatheoretical academic research and real-world application, the Institute of Applied Metatheory (IAM) and the Integral Noetic Sciences (INS) department at the California Institute for Human Science (CIHS) are thrilled to announce a strategic partnership. This collaboration aims to harness the strengths of both institutions to foster innovation and address complex social and environmental challenges.

The INS department at CIHS is known for its advanced coursework that delves into the intersections of philosophy of science, consciousness studies, and contemplative traditions. By nurturing scholarly exploration and rigorous research, CIHS has been at the forefront of academic excellence. Complementing this, IAM is dedicated to applying integrative metatheories to evolutionarily-potent real-world contexts, enabling leaders and practitioners to identify high-leverage points for social action and implement transformative initiatives.

This partnership envisions a seamless integration of metatheoretical academic rigor and practical application. PhD students from CIHS will have the unique opportunity to engage directly with IAM’s Applied Metatheory Initiatives, allowing them to apply their theoretical knowledge to pressing societal issues. This hands-on experience will not only enrich their academic journey but also equip them with the tools to drive meaningful change in various social contexts.

The collaboration will unfold in several impactful ways:

  • Joint Initiatives: By bringing together CIHS faculty and IAM experts, the partnership will foster interdisciplinary research that pushes the boundaries of current knowledge and explores innovative solutions to complex problems.
  • Educational Enrichment: IAM professionals will contribute to the academic environment at CIHS through workshops, seminars, and guest lectures, providing students with diverse perspectives and practical insights that complement their theoretical studies.
  • Network Expansion: Both institutions will leverage their extensive networks to create a vibrant community of scholars, practitioners, and thought leaders dedicated to advancing big-picture metatheoretical research and its applications.

At the heart of this partnership is a shared commitment to advancing integrative metatheoretical research and initiatives. By combining CIHS’s academic excellence with IAM’s practical expertise, the collaboration aims to create a pipeline of professional development that extends from graduate education to real-world application. This integrated approach aspires to produce leaders and innovators capable of addressing the multifaceted challenges constituting the metacrisis.

As the partnership evolves, both institutions are excited about the potential to co-create a future where Big Picture academic insights seamlessly inform practical solutions, leading to transformative social impact. This alliance stands as a testament to what might be achieved when metatheory and metapraxis converge with a shared vision for a better world.

About the Institute of Applied Metatheory:

The Institute of Applied Metatheory is an international applied philosophy network dedicated to the education and application of “big picture” philosophical systems. In conjunction with our nonprofit IAM Foundation, we provide scholars, practitioners and organizations with the resources and support they need to advance integrative metatheory and apply it to promising evolutionary leverage points to promote human flourishing in the 21st century.

About the California Institute for Human Science’s Integral Noetic Sciences Department:

The Integral Noetic Sciences department at CIHS provides advanced coursework at the intersection of philosophy of science, consciousness studies, and contemplative traditions. The program aims to foster scholarly exploration, personal development, and mixed-methods research to advance understanding in these fields.

For more information, please contact:

Institute of Applied Metatheory

Website: https://appliedmetatheory.org

California Institute for Human Science

Website: https://cihs.edu/degrees-and-programs/phd-in-integral-noetic-sciences/

IAM Announces The Evolution of Philanthropy

Dear Colleagues,

At the Institute of Applied Metatheory (IAM), we think deeply about the metacrisis and how to build the new structures and institutions we need to address it and lay the groundwork for the Transformation Age that is already underway. But while we do the work to create these institutions of the future, we must also do the work of helping existing institutions evolve to meet the tremendous challenges and opportunities we face now, in the present.

To that end, IAM is pleased to announce a new effort I’m leading called the Evolution of Philanthropy as part of the Integrative Social Sector initiative. The Evolution of Philanthropy is a project that maps out the recent developmental history and trajectory of society’s oldest institution for investing in social change and generating public goods: PhilanthropyPrecisely because it enjoys a degree of freedom from shifting market evaluation and political values, philanthropy stands as one of the most critical levers of social transformation currently available to society.

Philanthropic foundations also occupy a unique position at the intersection of theory and practice that should interest us as applied metatheory practitioners. These organizations have the potential to serve as vital bridges between academia and nonprofits, creating new knowledge economies that can translate research into action and practice into theory. This distinctive role enables philanthropy to catalyze the evolution of the entire social sector through the integration of diverse knowledge systems and the cultivation of innovative approaches to complex challenges.

Over the last 35 years, the philanthropic field has gone through two major paradigm shifts, which essentially correlate to the modern and postmodern worldviews. The first shift, which began in the early 90s, is the advent of Strategic Philanthropy, which brought professional rigor, evidence-based methodologies, and outcome-focused approaches to the sector. This modernist turn emphasized measurable results and strategic planning, applying business principles to social change work.

The second shift emerged in the 2010s with the rise of Empowerment Philanthropy, which centered community wisdom and recognized the importance of addressing systemic power imbalances. This postmodern approach fundamentally challenged traditional philanthropic power dynamics, emphasizing equity, inclusion, and power redistribution.

Now, we believe we are witnessing the emergence of a third paradigm: Integrative Philanthropy. This approach transcends and includes the strengths of both previous paradigms while adding the sophisticated understanding of how complex systems actually evolve and transform that integrative metatheory provides. Rather than imposing predetermined solutions or assuming local wisdom alone can address systemic challenges, Integrative Philanthropy works with natural developmental processes while integrating multiple forms of knowledge and action.

This developmental systems map illuminates this evolution across multiple dimensions, including:

  • Vision and Viewpoint: How philanthropic leaders understand their role and make sense of complexity
  • Programs and Practices: The methodologies and tools used in grantmaking and evaluation
  • Strategy and Systems: Approaches to structuring systems change at multiple levels of scale
  • Culture and Collaboration: How organizations work together and build shared meaning

We believe this framework offers philanthropic leaders and organizations practical guidance for developing more sophisticated capabilities for catalyzing systems change while avoiding the reductionism of previous paradigms.

I invite you to explore the full developmental systems map here:

Explore the “Evolution of Philanthropy” Map

I welcome your feedback and look forward to engaging in deeper conversations with you about this vision for how philanthropy can evolve to better address the unprecedented challenges of our time. If you would be interested in learning more about this project or getting involved, please submit your interest here. You can also connect with me on LinkedIn at https://www.linkedin.com/in/joshuaaleonard/

Thank you for being a part of this integrative movement.

In gratitude,

Josh Leonard
Institute of Applied Metatheory

 

About Josh Leonard
Josh Leonard is a seasoned social impact organizational leader with more than two decades of real-world experience developing strategy, culture, programs, and leaders through an integral lens. He brings 10+ years of executive leadership with the YMCA and the Institute for Cultural Evolution to bear on the emerging challenges organizations face today in grappling with the complexity of the 21st century. He has designed, led, and evaluated programs; nurtured thriving offline and online communities; led large, diverse staff teams; managed complex eight-figure budgets; created powerful leadership development programs; led strategic planning initiatives; and developed high-performing boards. Josh is a developmental leader who is adept at facilitating growth in individuals, teams, and organizations to achieve their goals for impact.

IAM Announces The Unified Worldview Initiative

The Institute of Applied Metatheory is proud to introduce the Unified Worldview Initiative (UWI) — a bold and timely effort to help close one of the most critical rifts in modern civilization: the Enlightenment Gap.

For centuries, humanity has struggled to unite our understanding of mind and consciousness with that of matter and mechanism, leaving our worldviews fractured and our collective sense-making incomplete. The UWI is a response to this fragmentation—a transdisciplinary effort to build a more coherent, complete, and Integrative worldview for the 21st century.

Led by Dr. Gregg Henriques (originator of the Unified Theory of Knowledge), and supported by an esteemed team of integrative metatheorists, the UWI aims to synthesize three of the most powerful frameworks for understanding human nature and reality:

  • Integral Theory
  • Critical Realism
  • The Unified Theory of Knowledge (UTOK)

This ambitious integration will unfold in three key phases:

  1. Metatheoretical Mapping & Synthesis
    A rigorous comparative analysis of ontologies, epistemologies, and developmental logics, culminating in a comprehensive white paper.
  2. Dialogical Deepening through Symposia
    A series of high-level conversations with leading thinkers to explore, refine, and challenge the emerging integration.
  3. Worldview Activation & Dissemination
    A book-length treatment, public dialogues, and accessible media to bring this new synthesis into wider awareness and action.

Why it matters:

We are living through a planetary inflection point—what some call the metacrisis — marked by runaway complexity, existential uncertainty, and the breakdown of shared meaning. At the heart of this turbulence lies an incomplete picture of who we are and how we fit into the cosmos. The UWI seeks to provide a more unified ontological and epistemological frame that can support better science, deeper meaning, and more humane systems.

This is not just theoretical work. It’s the groundwork for a civilization capable of meeting complexity with clarity, fragmentation with integration, and despair with purpose.

Get Involved

If you are committed to worldview integration, transdisciplinary synthesis, or re-enchanting the sciences:

  • Join our upcoming symposia series
  • Collaborate with us as a scholar, institution, or thought leader
  • Support the effort through partnership, critique, or amplification

Together, we can help build the scaffolding for the next stage of human understanding.

 

About Dr. Gregg Henriques
Dr. Gregg Henriques, Professor of Graduate Psychology at James Madison University, is a clinical and theoretical psychologist. He is the founder of UTOK, the Unified Theory of Knowledge, which is a new system of understanding that bridges the sciences and humanities into a coherent whole. Dr. Henriques is author of three books, UTOK: The Unified Theory of Knowledge (2024), A New Synthesis for Solving the Problem of Psychology: Addressing the Enlightenment Gap (2022), and A New Unified Theory of Psychology (2011), and he has published many professional papers in the field’s top journals. He also has a popular blog on Psychology Today, called Theory of Knowledge, which has over 500 essays and received over 10 million views. Dr. Henriques is a fellow of the American Psychological Association, the 2022 President of the Society for the Exploration of Psychotherapy Integration, and is a licensed clinical psychologist in Virginia. He teaches classes in psychotherapy, personality, personality assessment, cognitive psychology, and social psychology. He received his PhD in Clinical Psychology at the University of Vermont and did his postdoctoral training under Aaron T. Beck at the University of Pennsylvania.

IAM Announces The Strategic Metacrisis Mapping Initiative

Dear friends,

I’m thrilled to introduce you to The Strategic Metacrisis Mapping Initiative, the Institute of Applied Metatheory’s newest Applied Metatheory Initiative, led by Nick Hedlund, Ph.D., aiming to “build a big picture of the world’s biggest problem.”

There is an emerging consensus of a profound, global “metacrisis” characterized by entangled, interpenetrating, and co-arising 1. ecosocial (ecological, political-economic, technological), 2. spiritual (meaning-making), 3. ethical, and 4. epistemic (sensemaking) crises, and their interconnected root causes. The Strategic Metacrisis Mapping Initiative will convene novel intellectual and social resources necessary to map and more fully understand the reality of the global metacrisis and its implications for meaning-making. Leveraging a metatheoretically-integrative Visionary Realism—a comprehensive, Complex Integral Realist Big Picture philosophythe project will use a retroductive method to generate a map of the ecology of causal mechanisms, reality distortions, and symptoms of the global metacrisis’s four primary domains assessed across five major worldviews (i.e., stages of human sensemaking and meaning-making). The project will develop a web-based interactive topology (i.e., big picture) of the metacrisis, convene an innovation lab-style symposia for expert coordination and validation, and one or more papers.

In our view, the metacrisis is best understood not as a coincidental collection of single crises but as a totality that calls out to be seen, evaluated and understood as an emergent holism and one challenging us to improve humanity’s capacity for understanding and meeting higher-order complexity on its own terms. Therefore, this project aims to use a sophisticated, integrative, and comprehensive philosophy to show what is possible when we leverage Big Pictures to support new forms of sensemaking and meta-strategizing about complex, wicked problems.

We aim to show that Big Pictures are emancipatory precisely because they non-reductively ground complex phenomena in the sense that they are tractable and to some degree rationally accessible. If ever there was a critically decisive, numinous, and opportune moment in human history—a kairos, as the ancient Greeks would have it—this is it. The stakes for our future on this planet could not be higher. The process of building a “big picture of the world’s biggest problem” is not only the foundation of a 21st-century orienting praxis for scholars, policymakers, philanthropists, social impact leaders, and others; it is also a living engagement into an emerging, fuller integrative worldview that is capable of re-enchanting questions of ultimate concern with a profound, post-rational sense of faith.

We hope you join us in our excitement to support and foster this critical initiative.

Warmly,
Robb

 

About Nick Hedlund
Nick Hedlund, Ph.D., is leader of the Strategic Metacrisis Mapping Initiative at the Institute of Applied Metatheory, and founding director of the Eudaimonia Institute. He earned his Ph.D. in Philosophy & Social Science from University College London and was an exchange scholar at Yale University. Nick’s work explores the intersection of metatheory and the cultural and psychological dimensions of global transformation. As a Ph.D. researcher, Nick studied under Arthur Petersen and Roy Bhaskar to develop a new metatheoretical framework for emancipatory social research known as visionary realism, applying it to address the metacrisis. He served as executive director of the Integral Research Center at the MetaIntegral Foundation and has served as adjunct professor at John F. Kennedy University, associate director of the Integral Ecology Center, associate organizer of the biennial Integral Theory Conference, and organizer of four International Critical Realism & Integral Theory Symposia. His articles have appeared in journals such as the Environment and Public Policy and the Journal of Integral Theory and Practice. He edited a book with Roy Bhaskar, Sean Esbjörn-Hargens, and Mervyn Hartwig entitled Metatheory for the 21st-Century: Critical Realism and Integral Theory in Dialogue (Routledge, 2016). Its companion volumes, Big-Picture Perspectives on Planetary Flourishing: Metatheory for the Anthropocene, Volume I was published in 2022, and Integrative Responses to the Global Metacrisis: Metatheory for the Anthropocene, Volume II (Routledge) is due out in 2025. Nick holds a Bachelor’s degree (Summa Cum Laude, Phi Beta Kappa) in Culture, Ecology, and Consciousness from the University of Colorado at Boulder, a Master’s in Integral Psychology from John F. Kennedy University, and a (second) Master’s in Philosophy, Cosmology, and Consciousness from the California Institute of Integral Studies. Through the course of his studies, he has received several academic awards and honors including the Jacob Van Ek Scholar Award, the Honors Graduating Senior Scholarship Award for his undergraduate thesis, and the Yale UCL Collaborative Bursary. Currently, he teaches integral philosophy and consciousness studies in the Integral Noetic Sciences Program at the California Institute for Human Science.

IAM Announces SALT for Climate

Dear friends,

I am excited and humbled to introduce you to SALT for ClimateThe Institute of Applied Metatheory’s newest IAM Foundation Incubation Grant recipient, led by Dr. Gail Hochachka, PhD and Lisa Genki Gibson.

The Sensemaking, Action, and Leadership Training (SALT) for Climate initiative addresses a critical blindspot in today’s climate action efforts, which have not put more conscious sensemaking as the core and highest-leverage foundation upon which all climate action must be built.

By drawing on cutting-edge climate research, nuanced facilitation in human interiors, and Big Picture metatheories, SALT for Climate seeks to help climate actors heal the psychosocial blindspots in prevailing technical, scientific and philosophical paradigms. The team at SALT for Climate aims to bridge the disconnect between climate policies and public perception, which often leads to stalled initiatives and societal polarization. By developing and delivering specialized sensemaking and leadership training and coaching that can be scaled globally, the climate sensemaking initiative enhances the emotional, social, and consciousness capacities of climate leaders. This scalable approach is a long lever that can unleash liberating praxis and leadership skill at every level of the climate action spiral, not only complementing the scientific and technical aspects of climate action but also fostering deeper public engagement and support.

Please join me in welcoming Dr. Gail Hochachka, PhD and Lisa Genki Gibson to the Institute of Applied Metatheory (fuller biographies below).

If you believe humanity needs to apply integrative Big Pictures to our most pressing social-evolutionary leverage points, and are passionate about supporting concrete initiatives like SALT for Climate, please consider supporting the IAM Foundation.

We will share more exciting developments from the IAM network soon, but thank you to all of you who have reached out to join IAM or support our work.

Loving regards,
Robb Smith

 

Gail Hochachka
Dr. Gail Hochachka, PhD, is a researcher, thought-catalyzer, facilitator, and coach. She has pursued a unique area of research on the human dimensions of climate change: on the diverse ways people make meaning about climate change, on how to find shared meaning in diverse settings, and on how to accelerate climate action in a transformative manner. She does speaking events and convenes novel conversations amongst experts, inviting collaborative wayfinding on the climate challenge. Gail also teaches graduate courses at UBC, such as on Climate Communications and Engagement, and she is an associate-level Integral Coach. With SALT for Climate, she seeks to move research into practice, at the very leverage points where greater climate action can happen.

Lisa Gibson
Lisa Genki Gibson is a systems change consultant, educator, facilitator, and coach, with a background in social justice, gender and development, and community engagement across multiple, complex issues. She specializes in working with individuals, organizations and multistakeholder spaces to embed systemic change, transform belief systems, and construct alliances across diversity towards clarified action. As a Zen teacher in the Soto Zen lineage, Lisa also brings invaluable dexterity and nuance in working with human interiority to the project team.

IAM Announces the Cultural Complexity Index

Dear friends,

I am absolutely thrilled to begin to introduce you to our newest members of the IAM Network, which we’ll be doing over the coming weeks as we announce the awardees of the first IAM Foundation Incubation Grants. Many of these people are well-known experts and luminaries in the integrative metatheory field, and we have been grateful and extremely enthused to select these projects from the more than 50 proposals we received from around the world.

Over the coming months, you will see an acceleration of the activity and knowledge flow through the Institute after the relative quiet of foundation-building we’ve been doing, and I’m excited to be able to announce more of our Applied Metatheory Initiatives (AMIs) in the coming weeks and months. Needless to say, each AMI we’ve chosen meets the criteria we set out when we began, holding the potential to make an extremely transformational impact to a critical dimension of the modern lifeworld—with the possibility to grow from a small, incubated idea into a toolkit into a program and perhaps even into a full-blown institution—while also being led by exceptional, mature and embodied leaders in their respective domains.

With that, please join me in welcoming Brendan Graham Dempsey to IAM. Brendan will be leading the Cultural Complexity Index project, a vision that, like Brendan, I’d been dreaming about for years and was eager to help support:

The Cultural Complexity Index (CCI) targets the significant yet under-researched issue of human cultural complexification by offering quantifiable data to support theories and visibility of cultural evolution and civilizational analysis. This project addresses the need for sophisticated, integrative metatheoretical models to tackle today’s complex global challenges, aiming to move cultural complexification theories from speculative sociology to a robust social science. Utilizing the Computerized Lectical Assessment System (CLAS) to analyze hierarchical complexity in historical and contemporary texts, the CCI will produce reliable data to inform academic discourse, promote integrative thinking, and challenge the prevailing academic paradigms rooted in cultural relativism. The failure to consider the non-arbitrary relationships among cultural systems and their potential for coordinated integration has led to confusion around values and meaning in pluralistic societies. This well-intentioned relativism fuels nihilism, radical post-truth ideologies, social decoherence, and political tribalism. To address these issues and advance complex, integrative perspectives essential for tackling today’s complex problems, it is crucial to shift knowledge-generating paradigms toward a quantifiable understanding of cultural complexification. By generating multiple academic papers and a comprehensive book, the project aims to catalyze a paradigm shift in how cultural evolution is understood and valued, providing essential insights for addressing the complex problems of our time.

About Brendan:
Brendan is a writer, poet, farmer, and the director of Sky Meadow Institute, an organization dedicated to promoting systems-based thinking about the things that matter most. He holds a BA in religious studies from the University of Vermont and a master’s in religion and art from Yale University. He is the author of the 7-volume Metamodern Spirituality Series and, most recently, Metamodernism: Or, The Cultural Logic of Cultural Logics. His primary interests include theorizing developments in culture after postmodernism, productively bridging the divide between science and spirituality, and developing sustainable systems for life to flourish. All of these lead through the paradigms of emergence and complexity, which inform all of his work.

Please join me in welcoming Brendan to the IAM Network. Expect to hear more about the progress of this initiative in the coming months.

If you are inspired by initiatives like the Cultural Complexity Index and want to support IAM’s mission, please consider making a donation to the IAM Foundation. Your financial support directly fuels these groundbreaking projects. To contribute, email us at iam@appliedmetatheory.org.

We look forward to sharing more exciting developments as we work together to advance integrative metatheory and address the complex challenges of our time.

Thank you for your continued support and enthusiasm.

Best regards,
Robb Smith

IAM, Q2 Update

“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” – R. Buckminster Fuller

Dear friends,

I’m excited to give you an update on The Institute of Applied Metatheory, where we ended an incredible Q1 of foundation building and catapulted straight into Q2 with an intense focus inside the organization on the understanding and integration of AI into our operating model. Truly it’s been an extraordinary time, and I’m really proud of how the team, now approaching 40 people, has embodied our mission to operate as a Teal organization—with agility, real-time sensemaking, emotional transparency, network intelligence, and distributed innovation—amidst the ontological shock and genuine uncertainty of the emergence of The Transformation Age.    

We spent the past several months in a constant, iterative and transparent process of validation of our core mission hypotheses. They have all validated, so far, with significant progress and accomplishments across every dimension of our operating model:

  • We continued to validate and receive an inflow of support for our core mission to build IAM as an Integrative Cooperative Impact Network, an “Integral Mondragon” composed of hundreds of scholars, experts, contributors, innovators, donors, and investors, all of whom collectively co-own the network, its technology platform, its assets, and its outreach and coordination capacity
  • We passed the mark of 250 experts who have applied to join the network, and have recently welcomed new co-ownership partners into the network, each of whom will be leading major Applied Metatheory Initiatives (AMIs)
  • We built IAM’s architecture of dozens of novel Big Picture lenses and their associated philosophical and methodological metadata
  • We released the Alpha version of our Integrative Epistemology platform Context, which we’re designing in an attempt to create a network- and movement-wide, Teal-level platform for the application of Big Picture metatheories for any initiative, organization or government, in any context, at any scale
  • The innovation team has built eight different integrative metatheory AI applications in the past 5 months, each of which explore (and often demonstrate) the extraordinary promise of Teal-level AI for transformative education, perspective-taking, and applied metatheory
  • We welcomed our first major Big Picture mapping pilot for designing a new transformational theory of change model in the social sector, which is being funded through a major gift to the new IAM Foundation
  • Our team of metatheory team scholars continues to grow, with ten new world-class scholars representing critical realism, complex thought, integral metatheory and more
  • We’ve begun concepting on major new initiatives with network partners to educate integrative metatheories in foreign languages and to investigate use of a network-native cryptocurrency
  • We ran a fast-fail beta test cycle on three of our AMIs (IPTI, ESoM, and SSI), demonstrating the power of cross-functional learning while also refining what will be required of our Transformational Innovation Process, where we translate transformational fulcra into precise, in-context strategic innovations

As we look to the second half of the year, we will continue to stay head-down on the challenging agile-learning cycles on Context, and continue to learn how to apply Big Pictures to any context.  We’ll also begin planning our Teal Consulting Network and recruiting for its leaders (be in touch with us here) and welcome new co-ownership partners into the network (also here). Most importantly, we’ll continue to explore how to release the innate intelligence and energy of the integral movements via a network-based, strategic intercooperation model, in which any major organization or leader in the space can become an active contributing partner within it.

The Transformation Age is here. It is an incredible time to be alive, but if we are going to meet the opportunity and calling of the moment, we need to be organized to do so. 

I truly look forward to your ongoing participation and support.

On behalf of the entire team,
All our love,

Robb Smith
Founder, Executive Team Leader

The Institute of Applied Metatheory: At the Edge, Dancing with Life

“As an astronaut, especially during launch, half of the risk of a six-month flight is in the first nine minutes”— Astronaut Chris Hadfield

Dear friends,

I’m writing to give you an update on the “first nine minutes” of the launch of the Institute of Applied Metatheory since our founding last month. The launch metaphor is apt, complete with metaphorically sitting atop billions of gallons of rocket fuel, massive acceleration, bone-rattling shaking, and the thrill of a lifetime as we launch dead vertical. It’s been a wild ride.

You responded to our invitation to get involved, with hundreds of people applying to join us to pursue our mission to Liberate transformational potential by applying Big Pictures to Big Problems. We’ve been humbled and deeply-gratified by the response, allowing me to say with great confidence that one of the four meta-hypotheses that I outlined at our founding is being validated: we do indeed have the talent and desire to coordinate action for focused social impact.

I also believe the team has done a good job of balancing the present, still, being qualities of a mature Teal (and Turquoise) team with the passionate, fervent, purpose demands of an urgent global mission. And yet the scope of the mission is ever-present, both humbling and daunting, as we attempt to do multiple hard things all at once:

  • Build a true Teal organization, a global, agile learning organization that runs a 24/7 global work cycle with distributed teams currently operating on four continents, run by a diverse group of mature, top-of-craft functional experts
  • Design and build an incubation architecture for focused social impact initiatives to address any context, in any problem domain, at any level of scale, and one that helps them iterate toward high-precision, in-context transformational innovations that might effect real change
  • Provide alpha-iteration for the commercial initiative to design and develop the world’s first Integrative Epistemology platform for metatheoretical context analysis
  • Conceptualize, germinate, recruit and develop a half-dozen multi-year initiatives (with another six in the pipeline), each with their own teams, impact strategies, transformational theses, innovation requirements, and funding models

There are thirty members of the team today, and I expect we’ll continue to grow to meet the demands of the mission. What holds it all together is integral consciousness, a shared worldview, values and sensemaking that allow us to coordinate action quickly, abundantly and with a wide latitude for constant, iterative action-learning (across a wide array of requirements, from integral design thinking to agile task coordination, from Teal organizational-matrix design to our own transformational innovation process, from metatheory to metapraxis design, and so on…).

And we’ve done it all, so far, without a dollar of donor funding. I’ve set out to prove that, done properly, donor gifts can achieve a 100x impact through integral impact design. So I will soon announce the IAM Legacy Circle, a private group designed for those who want to be on the inside of the Institute, who are mission and values-aligned, and who want their expertise and their gifts to leave an integral legacy, an evolutionary impact in a way genuinely unlike anything available in the world today. If you are interested in learning more about the IAM Legacy Circle, you can signal your early interest here.

So that’s the first five weeks. We face an immense challenge to pull this off, but with your continued help, and belief, I think we can; I believe we’re off to a promising start. I’ve been involved with founding a few other ecosystem-level projects in my career. Each one took more than a decade (I’m not that old, LOL… there was some overlap), each had a vision that exceeded its grasp, and each succeeded in incredible ways and came up short in other ones.

And yet this one is the most challenging—and promising—of all. The Institute of Applied Metatheory is, in a deeply spiritual sense, a dance with death, a demand that we surrender to a place where we can move fearlessly because we must, where we ask unreasonable things of our capabilities and our capacity for learning and integration, where we willingly go where we know we’re out of our depth… but only in being right there do we fulfill whatever small contribution we can make to this precious, precious world. This is indeed a rocket ship ride at the leading-edge of what evolution is up to at this very moment (in one tiny part of this infinite kosmos), and despite the challenges and long weeks, there is a sense of fulfillment that leaves no room for regret… kosmic projects, like beautiful families and lifelong love affairs, simply are their own justification.

That’s the dance, and we’ll shuffle until the music stops.

On behalf of the entire team,
All our love,
Robb