Cense

Innovation to Impact

Innovation Like An Epidemiologist

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What if innovation was like epidemiology? What if we wanted to understand the source, scope, scale, and spread of an idea or product?

That’s one way that we think about the innovation process.

Innovation – like a virus — is similar to infectious disease epidemiology. Both of these areas look at the development of something, its effects, its spread, and how it scales over time. Both innovation and epidemiology require evaluation as well.

Viral Innovation

The parallels between infectious disease epidemiology and innovation are many. The first of these parallels is between a virus and an innovation.

A virus develops and mutates as it has more exposure to hosts. A virus ‘learns’ from what it does and adapts to fit a changing context. Innovation does the same thing only with an idea, product, or service. For innovators, the aim is for healthy development and the creation and distribution of the product or service. This is what research and development and marketing is all about.

Innovation and epidemiology are also both interested in the spread and scale of things. If an innovation works well in a context we might want it to spread to other contexts. Innovators often want their products to scale as far and as wide as possible. Sometimes innovations scale and sometimes they don’t.

The way we know this is through conducting detailed, systematic monitoring and evaluation.

Epidemiology, like innovation, is driven by evidence from the laboratory and the real world together.

Stages of Development

At Cense, we also look to another parallel between the two areas: research and development.

Innovation develops in four stages that are similar to phases of research trials.

The role of design and evaluation is different for each stage. At Stages 1 and 2 the emphasis is on working with innovators to align their intentions with their design to explore what it (the innovation) does and how it does it. This is where design thinking and strategy are most prominent.

At Stages 3 and 4, the aim is to build an evidence base and strategy to spread and scale the innovation. At these stages, the focus is on marketing, distribution, and amplification. Evaluation in these stages focuses on the larger impact and the means by which the innovation is implemented and adopted for use across contexts.

Like an epidemiologist, its important to collect data to support moving the innovation from each stage. It’s also important to explore what kind of effects — positive and harmful – are generated at each stage.

At Cense, we work with our clients to design the right evaluation and strategy for each stage of development. There are no ‘one-size fits all’ approaches to innovation. Much like with a virus, an innovator must know what their innovation does and what will change at each stage and scale of its development.

What is key is designing data collection and strategy that is fit for purpose.

Viruses aim to spread and survive just like innovations. By thinking like an epidemiologist you can help your innovation to survive and thrive like the best kind of virus.

Photo by Bill Oxford on Unsplash

Multimedia Visualizations For Strategy and Impact

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Multimedia visualizations are powerful ways to convey a lot of information in a small space and with little time. The use of a visual — a map, a drawing, a picture, sketch, or collage — provides layers of information beyond words. When dealing with complex situations, visualizations provide clear communication pathways.

Unlike some of our other posts, this is not pointing us to a specific tool or technique, rather a general approach to thinking about and engaging with content.

Let’s look at the benefits of adding more visuals to your work to help your strategy, evaluation, and program design efforts.

1. Relationships. One visuals can help you with understanding proportions, distance, and other relative characteristics. It is useful to position things next to one another – whether that is choice alternatives, network connections, or even contrasts. Seeing things in relation to one another on a visual canvas provides our brains with new information that is difficult or impossible to gain from more abstract thinking without visuals.

2. Colour and Texture. How something looks and feels can tell us a lot about what it means. By adding colour to something we apply a simple lens that can convey meaning. Colours like green invoke environmental imagery, red is well-known to have many meanings in different cultures, while blue can be relaxing. Texture can do the same thing. To illustrate, consider New Zealand-based Icebreaker who makes wool-based clothing and uses texture-rich images of sheep’s wool to highlight how its products are natural in composition. Use of texture in the imagery gives a sense of integrity, warmth, and a feel to fabrics even when the buyer might only see them online.

3. Variety. As more people work remotely and digitally than ever before, the visual landscape for many of us has changed in most workdays. We lack contrast in our environments and also in our digital screens. By increasing the visual constraint and variety by diverging from text and boxes toward photographs, graphic images, videos, or some other form of visual media we draw attention. When so much feels the same, few things are more valuable than attention.

4. Abstraction and Narrative. Words offer us a restricted set of options due to the need for us to be linear in our the way we speak. With a visual we can better draw abstract themes from an object and use things like metaphor to describe scenarios that allow us to transcend words.

There are many ways to use visuals and software tools like online whiteboards such as Miro and Mural, visual organizing tools like Milanote, and tools such as Jamboard or Trello to showcase information in ways that extend beyond text.

Consider bringing more details into your next project and discover what visuals can do for creating richer, more vibrant ideas and creative opportunities to your work.

Using Timelines To Track Activities

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Just as parents will use pencil notches in a wall to track the height of their children as a developmental marker, so too can innovators and evaluators use timelines to help gather and track the development of programs and projects over time.

A timeline is a simple linear visual that gathers activities together that uses time as the variable of distinction.

What makes a timeline useful is that it provides a visual display of temporal relationships between events, activities and outcomes. It makes explicit what we might have in our heads, but are also prone to confusing and forgetting over time.

When to Use Timelines

Timelines are useful in a variety of situations:

  1. Projects with activities that can be organized into a sequence (whether planned or not). They are less useful for projects where there are many activities happening simultaneously.
  2. Projects with a long time horizon.
  3. Projects operating in an environment with many different levels of activities and influences. For example, when there are external factors like policy decisions that have discrete times attached to them and can influence a project’s course, this is a good use of a timeline.
  4. Projects that have a story to tell that involves a beginning, middle, and end.

A timeline can help provide anchors between project activities and events — whether those are policy-related, tied to human (or other) resource use, environmental disruptions, seasons, or cycles. They can help provide hypotheses between causes and consequences or explain mediators.

For example, one non-profit project we worked on had a planned roll-out that was moving along well until their funder abruptly cancelled the program that they relied on. This meant that the six-months after that announcement involved finding new sources of revenue, reductions in staffing, and changes in some activities, yet also persistence in trying to adapt to the situation and still execute the original plan. By showing the data on a timeline it helped explain what happened to project activities, outputs, and outcomes within a certain time period and how that related to the overall project plan.

Examples

Below is an example of a timeline that illustrates distinctive markers along the route. These are clearly defined events that took place on specific dates. The selection of events includes those deemed to be meaningful and significant to the project.

What makes a timeline a powerful tool is that there are many different ways to illustrate events. The example above is a relatively straightforward set of data.

Below is another example that involves much more data and in different forms. This example creates a hybrid of timeline and categorization exercise.

Creating Timelines

There are many templates and tools that can be used to help develop visual graphics. The examples above are from Lucidchart, however, tools like Miro, Mural, SmartDraw, PowerPoint, Google Draw, and many others have templates that can be modified to create useful timelines. These are all simple tools that can be manipulated easily so you’re able to build them as you go.

If you are looking to develop more sophisticated models, we suggest employing a visual communicator or graphic designer to take advantage of the many ways you can represent temporal data.

The result is something that is engaging and can easily be discussed or presented to diverse stakeholders involved in a project who might be able to validate, contribute to, or constructively challenge the arrangements. We find this to be a powerful way to organize our findings, refresh our memories, and recognize all of the activities that go into a project.

Documenting Innovation Development

Lastly, if you are developing an innovation where there is no clear ‘end’ known at the beginning, timelines are useful in telling the story of the project and documenting the different pivots, changes, adaptations, and their consequences. A timeline can be a powerful asset to Developmental Evaluation and a complement to the Living History Method that we often employ in those kinds of evaluations.

A timeline can honour all the work you put into coming up with your final product and can be an engaging way to get people involved in celebrating, documenting, and tracking what you do and create.

We use these all the time and can help you track and evaluate your project. Contact us and let’s talk about timelines, innovation and impact.

Context Setting

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In any innovation project, there is a need to set the starting point so you know where you’ve come from in understanding where you are and where you are going to.

We’ve often referred to this as setting a baseline. Another way to frame this is about setting the stage for what’s to come — your context. One of the tools to help you do this is to prepare a Living History document — a master document that tracks your activities, decisions, and observations along the journey. This is part of a larger effort to evaluate and tell the story of your innovation.

However, context-setting is more than that. Starting a business in the middle of an economic crisis or a pandemic is not the same as doing it in the middle of a boom. Measuring the early success of an ice cream shop that opens in Canada in January is different than one that opens up during the summer months. The same product and service, a very different context.

Starting Out

Where to begin?

The first thing we suggest you do is try to view your current situation and context through the eyes of a stranger. Imagine you are coming upon a place or situation for the first time. What are you noticing?

That beginner’s mind is something that we use in Design Thinking all the time to help us ask better questions. It helps us to be mindful of our environment and ourselves and allows us to ground whatever actions we take, strategies we create, and directions we follow in the present reality — not just possibility. As innovators, we often are primed to see what could be at the expense of what is.

We don’t want to lose that, just to put it aside at the beginning.

This involves asking questions like:

  • What is this [ ] for?
  • Why is this [ ] done the way it is?
  • What do these [people, things, tools] do?
  • What is important to the people around me in this situation?

Simple questions like this can lead to profound insights about something you thought you knew. Add in some observations — without judgement — by simply describing the things you see in front of you and you’re ready to start organizing and sensemaking.

STEEP-V

We like to use the STEEP-V framework to help you organize some of what you see. STEEP-V is a means to record and organize information based on a variety of different factors present in a context. These are:

  • Social
  • Technological
  • Economic
  • Environmental
  • Political
  • Values

By organizing and inquiring about your context using these categories we start to see what kind of situation we are in and what are the areas of focus of our clients and community. It helps us to understand why people might be more inclined to act, think, strive in particular ways and how what we are doing with our innovation can meet people where they are at to bring it together.

By combining some inquiry-based questions and STEEP-V you will draw a picture of the current context that you can use to populate your Living History document and use as a point of comparison down the road.

By understanding the context in which you are launching your innovation you are reminding yourself of the constraints, enablers, and situations you’ve designed your product or service for. Later — months or years later — you might find that things have changed. With this baseline, you can then do this context-setting again to see whether you are still designing for it — or for the past.

Persistence: The Innovation Process Outcome

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When looking to evaluate innovation many seek to find numbers related to product adoption, revenue generated, people reached, when what they ought to consider first is process outcomes.

Sustainable innovation — a process, practice, and culture of design-driven creation — is the most valuable outcome for any organization. Innovation is not about creating a single item — product, service, policy — it’s about doing it regularly, consistently, over time.

Regular innovation only comes from persistence or what Seth Godin calls The Practice.

Measuring the practice — the amount of activity, persistence, and consistency of effort — is what any organization should be evaluated against. It fits with what we know about design thinking, performance and innovation: the more ideas you generate, the more prototypes you create, and the more attempts you make the more likely you are to have better ideas, more successful products, and create transformation.

Coming up with a single successful innovation is mostly good if you’re seeking to be bought up by a competitor and, while that can be lucrative, it’s not a sustainable strategy and is contingent on having one very good idea. Having many good ideas and having them implemented into practice is what creates sustainable, resilient organizations. It is what allows organizations to adapt in times of crisis and create new opportunities in times of contraction within your market.

This is what a culture of innovation is all about.

Metrics of Effort

There are many metrics and methods that can help capture the effort of your team in developing that culture of innovation. These can be used to complement questions we might ask about design thinking. Here are a few:

  • Number of attempts
  • Number of ideas generated / ideation sessions engaged in
  • Number of concepts proposed and prototypes developed
  • Background research gathered (e.g., artifacts)**
  • Consistently of application (i.e., ongoing use of a process and fidelity)
  • Number of solicitations for feedback from internal and external sources
  • Integrations within existing processes and tools
  • Materials used
  • Evaluation designs created for products or services
  • Evaluations implemented
  • Number of products launched outside of the organization
  • Number of new innovations generated (may be products, processes, or policy improvements)
  • Persistence of effort (e.g., continuity of activity, sequencing, and time-spent)

** note that research can be a trap. It’s easy to get stuck in over-researching something. While important as a product, it’s only useful if the research converts to real process or product efforts.

These are part of an Innovation Implementation Index that can help you to assess what innovation activities that you are undertaking and whether they are leading to an actual output or outcome.

By looking at not only what you do but how often and persistent your efforts are you will later be able to assess how your organization adopts, builds, and benefits from a culture of innovation.

Are you looking to build this with your organization, unit, or team? Contact us and we can help you build, assess, and sustain a culture of innovation in your organization.