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Acting in Complex Times

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The complexities and complications of circumstances tied to the COVID-19 pandemic represent a hyper-exaggerated version of situations organizations find themselves in moments of disruption due to economic, social, and technological shifts. It is a moment of innovation.

What makes the current situation distinct is that the issues are global. Usually we have safe refuge in a new market, region, or setting, but now we don’t. How can we develop or implement strategy when things are continually changing for us and our partners, suppliers, and customers or clients?

Smallest Visible Systems (SVS)

Systems thinking helps us to understand how things are connected and structured, while complexity science can help us appreciate the challenges associated with how to understand the nature of the problems that present themselves. What both can teach us is that in times that are truly unprecedented in their complexity and scope it can be difficult to know what to do and how to act.

The temptation with systems approaches to strategy is to look at the whole system, but that is dependent upon whether we can see the boundaries of the system to help us understand the range of activities we need to consider in developing a model to guide us.

  1. Coherence is what we are seeking. In order to achieve coherence, we need to take some kind of action (often called a probe) and then see what that does. This helps us to examine how the system is behaving and how an action generates reactions and where (or whether) coherence forms. Coherence is basically a way of saying that things go together with some manner of alignment where
  2. Seeing or creating coherence is about meaning and meaning is context-dependent. What is meaningful for us depends on our circumstances, but it also provides us with a means to focus our attention amid the various signals we’re getting. Various patterns, relationships, interconnections and signals that we see that align together and create something meaningful are coherent.
  3. Coherence also provides us with a language to communicate. When you observe coherence it begins to create a language you can use to communicate to others about what you’re seeing. When we look at what is happening at a societal level, its difficult to find what coherent narratives are actionable. At a smaller level, we might find them and this allows us to communicate more fully with others and this will allow us to scale and grow our learning.

This is the smallest visible system (SVS) in which you can make a difference. Once you can act wisely on this system, you can expand the boundaries and scope to work larger.

Acting on Systems

What this means for action is this:

  1. Pay attention to what is going on around you. Ask yourself: what is important and meaningful to me?
  2. Be systematic, but not rigid, in how you pay attention. This could mean looking at sales numbers, social trends, meeting minutes and observations from everyday life. If you’re working in teams, ask people about what they are paying attention to and what has meaning for them. What things are they organizing their work or life around? Reflective journaling can help, too. This is data.
  3. Gather the meaning. Bring together those things that offer some coherence to see how they make sense for what you are doing, seeking to become, or what you wish to accomplish. This is a social process called sensemaking. By guiding yourself through the data it’s possible to see patterns and what is called emergent properties — new forms of order arising from what might seem unordered.
  4. Start to act on this new coherence narrative and then repeat the cycle from step 1.

This will help you to determine what is useful and not useful for you in whatever context you are operating in. It’s a simple, but powerful means to start the journey toward a greater understanding of your present situation and help you see how and where you can act, whether that is in a time of massive upheaval or something merely disruptive.

Keep safe and know there’s more that you can do than you realise.

If you need help in setting this process up, implementing it, and making sense of it all, reach out. This is what we do.

Visual Thinking

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Service and product design involves creating something, envisioning it’s use, consideration of its effects, and hopefully seeing it achieve a goal. When we are creating or planning our project we need to consider all of that on top of the many ideas we have about what that product or service ought to involve. That is a lot to hold in our heads at one time.

This is why designers often rely on visual thinking and communication to help illustrate these ideas as systems. The benefits of this approach are many and include:

  • Providing a way to communicate your thoughts in multiple dimensions. Time, space, sequence, and effects are all different considerations for service design and visualizing that allows us to see these all in one space. Our language is linear, visualizing allows for linear and non-linear effects.
  • It creates a space for everyone to participate. Whether you are a skilled visual communicator or someone who hasn’t drawn anything by hand in 20 years, nearly everyone can draw. Visual thinking tools can provide a means to literally get people working on the same page. Simple methods like the Sketch Map are easy to employ and get everyone sharing ideas together.
  • Visual language – such as that illustrated by XPlane in their useful guide to visual thinking transcends spoken words and allows us to communicate even when our shared spoken language isn’t strong.
  • Visual thinking allows us to use metaphors, express complex emotions, and connect physical and emotional things together during a service journey in a way that is difficult to convey through oral or written language.
  • Visuals provide an artifact that can be interrogated, explored, and reviewed from many different perspectives allowing people to point to objects, relationships, and structures and ask about their purpose, illustration, and meaning without requiring much technical understanding of the problem-domain (allowing outside and alternative perspectives to meaningfully contribute).
  • It also provides a means to generate a shared understanding of the system boundaries, components, and purposes that guide your development of the service. It gets people on the same page metaphorically and literally.

Visual communicator Angelika Skotnicka provides a strong case for why we want to consider visual thinking and how it is done from the perspective of graphic recording.

Consider ways to bring in visual thinking to your project planning, service design, evaluation, and strategy development. It is low-risk, high-reward and is an engaging, low-cost, and often enjoyable way to generate enormous insight quickly and effectively.

Try it Out: A Tool

One of the best, low-friction tools to help you get your teams up and running is Milanote, which can allow you to brainstorm, plan, and design strategies using a web-based interface that allows you and your team to see your ideas on a canvas that can be edited, shared or adapted from a template.

Using tools like this can be a great way to practice visual thinking and build some of that ‘design muscle’ that we all have, but might not realize it.

Want to learn more about how to apply visual thinking to your work? Contact us and we can help you bring your ideas to light visually and more.

Innovation Strategy: A Tool

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Innovation development and execution are highly affected by what kind of environment you operate in. For innovators in business, the public sector, and healthcare questions abound like:

How can we determine what kind of market — whether it’s products, services, and policies — do we want to focus on? What does innovation look like in each of these? How do we align who we are with what we want to do?

We have developed a new tool for helping you navigate the various markets you are in, could be or would like to be in. The tool is available by clicking on the link.

Blue Ocean Strategy Framework

One of the popular approaches to conceptualizing the domains of organizational strategy is the Blue Ocean strategic model developed by Chan Kim & Renée Mauborgne. The model distinguishes Red Ocean from Blue Ocean environments or marketplaces where businesses compete**.

(** or any organization seeking to differentiate itself in the marketplace of ideas and attention — it’s not just for profit-seeking ventures)

The Blue Ocean Strategy Framework presents a dichotomy between zones of competition and makes the distinction that organizations are either creating their own path or competing within existing contexts.

This dichotomy is useful for business but neglects much of the work that is done within social innovation and public sector innovation where there are spaces of co-creation and collaboration that exist with and among partners by design and necessity. In these areas the need to work together across contexts and often in ‘co-opetition‘ where organizations who might compete for resources at one moment might also rely on those others to succeed.

To help understand this we’ve developed a useful framework (or canvas, when used as a tool) for considering two additional areas to address when developing a strategy. This framework — presented visually below — introduces two new zones of strategy that complement the red/blue ocean strategy.

Beyond Oceans

The two additional zones include the Green Forest and an interstitial area akin to the Gulf Stream or Atlantic Drift ocean currents that carry water from both zones, greatly influence the climate beyond them and provide a unique ecosystem between them.

The Green Forest is an environment that feeds off the ocean and the nutrients from the currents. It’s those areas of collaborative innovation where no single organization can create a true difference on its own and where there might not even be an advantage to doing so.

Organizations might operate in many different areas depending on their size and configuration, however, the projects and work that is done and the strategy required to generate it might require the kind of mapping and zonal ‘marking’ that allows it to avoid confusion and discover the needs and challenges it faces more effectively.

Consider using this model in your work. None of these are ‘good’ or ‘bad’ rather they describe environments and contexts of strategy that can guide your innovation development and deployment. Knowing what environment you are working within allows your organization to better strategically align its planning, resources, and operations to suit that context and succeed.

Note: Are you interested in exploring different strategic domains and want some help applying this framework to your organization? Contact us and we’ll show you navigating these different terrains can help you see more and do more in your organization than you ever thought possible.

Photo by Aviv Ben Or on Unsplash and by Fezbot2000 on Unsplash

Breaking the Ice

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Meetings, events, and other facilitated face-to-face gatherings only work if people engage with each other. Doing this requires some kind of interest or ability to connect with one another in person. While there are certainly some people who have little difficulty engaging with new people in unfamiliar settings, many struggle.

This is where the icebreaker comes in.

Software and services firm Atlassian has prepared a great list of practical exercises to help spice up the usual icebreaker. These can be taken as they are or adapted for use at your next meeting or event.

Surprise

The first cluster of these uses the notion of ‘surprise’ to get people talking about something that is low risk but also gets people curious. For example, questions like these are nearly impossible to predict answers to and also can enlist some creativity in responses without necessarily revealing too much about a person.

  • What animal would choose to be, and why?
  • What is your superhero name?

Fun

Another theme within these techniques and tools is fun. One of the approaches to fun is to leverage surprise with an activity that allows people to share in an experience. An example is co-creating something. While design often looks to create the best of something a fun way to engage small groups is to create the worst of something.

This approach is similar to the program flipping exercise we do as part of the Design Loft Experience where we ask participants to design a program in a way that takes the current expectations and makes them a little worse. Do it over and again and you create a space for fun, creativity, and a chance to explore an issue in further detail.

Make your next meeting different and engaging by introducing surprise and fun to the way that people connect with one another.

Developmental Evaluation Preparedness

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Pilots have a pre-flight check before they fly a plane. A developmental evaluation journey requires the same kind of preparedness.

Developmental Evaluation (DE) is an approach to strategic learning designed for understanding and supporting innovation. This approach to data-driven learning requires a specific set-up to do well. While we need a mindset, skillset, and toolset to do DE, we also need a receptive system to make it all work.

Here are the things you can do to lay the groundwork for doing DE and making it a success. Think of this as your pre-flight checklist for a journey of learning together.

These are attributes and may be found within individuals, but it’s better if they are distributed widely across the organization.

Mindset

The most important aspect of a Developmental Evaluation is creating the right mindset. This mindset is focused on complexity, adaptation, and development (vs. improvement, linear growth). A list of statements to examine whether you have the right mindset is available on Censemaking and can provide a start.

Some other mindset questions include:

  1. Openness to experience. A DE will likely take a journey that can’t be fully predicted, much like a road trip. An openness to a non-linear pathway toward a preferred destination and the willingness to adapt the path and the destination based on evaluation data and evidence is key.
  2. Tolerance for ambiguity. Few of us enjoy uncertainty, but we all need to deal with it when working on a DE.
  3. Self-awareness. We often get in our own way. Understanding how we think and the biases and perspectives we hold is important to knowing when they serve us and when they are a barrier to innovation. Mindfulness is a part of this quality.
  4. Patience. This is a skill and mindset quality. Knowing that things will unfold at a time and pace that might change is useful — and requires patience in just knowing that.
  5. Evaluative thinking. This is a form of thinking that gets us connecting our activities, outcomes, and effects and asks three key questions about how we know something (and what to do about it).

Skillset

Developmental evaluation is not for the unskilled. While many of the qualities inherent in a DE are natural to people, they are not commonly practiced in organizations. DE is an approach, and while a skilled evaluator might have many methodological skills to do much of what is in a DE, without the following skills — with the evaluator, the evaluation team, the organization, or all of them — you won’t likely succeed.

  • Facilitation. A DE is a collaborative endeavour. You need facilitation skills to engage the diversity of perspectives in the system and coordinate the discussion, feedback, and opportunities for everyone to engage with these perspectives.
  • Sensemaking. Sensemaking is a participatory process that involves taking data that may be difficult to understand, ambiguous in its conclusions, or incomplete and helps people make sense of what it means for the organization within the present context and strategic needs. Sensemaking for DE helps guide decision-making and strategy.
  • Complexity and Systems Thinking. A distinguishing feature of DE is the use of applied thinking from systems science and complexity to guide the entire process. This means creating designs and processes that are sensitive to detecting emergent properties, network effects, organizational behaviour (like self-organization), and non-linear or algorithmic change dynamics.
  • Dynamism. Complexity also requires that an evaluation be designed with consideration of the dynamics of the program, actors, and system. This means adapting or developing from a moving position, not a static position. It also involves designing evaluations that take into account the growth pattern and evolution of a program that suits the system. It’s about a design for changing conditions.
  • Visualization. System complexity is made more so by the inability to effectively ‘see’ the systems in our heads – there’s too much information. The ability to create system maps, visualize the dynamics and relationships within it, and facilitate discussion of those systems is critical to understanding where a program fits within it all. Visualization can be sophisticated or relatively simple in nature.
  • Design. What makes DE distinct is that it is about making modifications to the program as it unfolds using evaluation data to guide the strategy. These modifications require design and the skills — like with evaluation — require designing a program while it is moving. These developmental design skills are often overlooked and bring together service design and innovation with elements of systemic design.

Toolset

The toolset is the least specific of the three ‘sets’ for DE. Almost any method can support a DE, although unlike other approaches, rarely will there be a case where a single method — interview, survey, observation — will work on its own. A multi-method or mixed-method approach to data collection is almost always necessary.

Some additional tools or methods that are not common are ones we’ve advocated for and either developed ourselves or borrowed from other contexts. Three of the most important of these are:

  • The Living History Method. This meta-method brings together artifacts that inform the program’s early development and evolution. It recognizes that the present program is shaped by where it came from and that such a history can influence where things are going. Unless these conscious or unconscious patterns are recognized it is unlikely they will change. This method also helps record decisions and activities that often get missed when creating an innovation.
  • Dashboards. The wealth of potential information generated from a DE and available at our fingertips can overwhelm even the most skilled evaluator. Creating dashboards using simple tools and technologies can help organize the various streams of data. It also can allow someone to gain a sense of where there may be simple patterns laying within a complex layer of data.
  • Spidergrams. The spider diagram is a simple visualization tool that can work well in a DE as it helps pull various data points together in a way that allows comparison between them AND the ability to dive deep within each data stream.

Some additional perspectives on doing DE can be found in the guide (PDF) published by the McConnell Foundation by Elizabeth Dozois and colleagues.

Next time you are considering a DE, look at your present inventory of mindsets, skillsets, and toolsets to see if you have the right resources in place to do the work you need to do.

Need help? Contact us. We can help you set up a Developmental Evaluation, do one, or both. We’d love to hear from you.

Photo by Lucia Otero on Unsplash