Innovation, Risk, Surprise, Uncategorized, Uncertainty, urban sketching

Painting Pan & Avoiding Panic

Painting in the outdoors, or “plein air,” is a popular past-time for artists and great practice for everyone who wants to learn to appreciate their surroundings with new eyes. I am most likely to be found doing this on weekends when I have painting pals who want to be outdoors.  But a few (most, actually) of the people with whom I correspond do not have much time to paint whether in or out of doors, so I thought I’d write a post about what art is teaching me about readiness for the unexpected.

The other day, I found myself in a setting devoted to sustainable gardening and wild meadows where my subject turned out to be a small garden statue of the ancient Greek god of the wilds, fields, and flocks, Pan, with his man-like body and a goat’s hind legs.  The word “panic” is derived, I’ve since learned, from Pan’s name.

photo-of-pan-playing-pipes

Illustration:  Photo of garden statue of Pan at the River Farm, Alexandria, Virginia

This subject promised to be challenging, especially given changing circumstances. Sunlight vied with overcast skies, changing the shadows on the figure every few minutes.  In addition, a wedding was scheduled for these very grounds in a short time, so planning ahead was of the essence.  First off was a quick sketch to familiarize myself with this scene, and gain some idea of lights and darks.

sketch-of-pan-playing-pipes

Illustration:  Quick sketch in terracotta watercolor pencil by Black Elephant Blog author

Such a sketch can boost confidence for the next step, though it is true that you never know how a sketch is going to turn out and many sketchbooks, like diaries, are private partly for this reason.  Nor, increasingly, do we know what we will face, so sketching (or  a rehearsal or a “scenario”of any kind) is a way to increase our readiness for the unexpected, a subject that received more attention in the early days of this blog.

Seeing Things Differently and Avoiding Panic  Learning how to see in different ways, sometimes very quickly–including connecting with others who see things differently–is fundamental to survival, not only for the artist.  It has been called various things including cognitive agility, mindfulness, and “rapid reflection.” But I’ve observed that it often doesn’t get the attention you’d expect for something so critical.  In fact, in too many places, people are incentivized to ignore the unfamiliar and to treat it as irrelevant until an altogether too-obvious change in the status quo forces (some of) them to reconsider…and sometimes that is too late.   (Even in the absence of crisis, such a disinterest in the world can harden into a lack of curiosity which calcifies one’s situational awareness at a dangerously low level.  This has proven in the past to be particularly bad for living species of all kinds–not to mention modern-age businesses–and is especially risky in today’s world where we–and all our things, such as watches, cars, and phones–are more interconnected than ever before.)

pan-playing-pipes

Illustration:  Watercolor on Arches Hot Press by Black Elephant Blog author

Topping off this day  of plein air painting was the opportunity to see the movie, “Sully,” on the inspirational pilot and the first responders on that incredible day when a fully-loaded passenger plan had to land on the Hudson River.  From painting Pan in the wilds, I was confronted with wild scenes that would leave most of us panic-stricken if we were in the midst of them.

sully-photo

Illustration: Photo from indiewire: http://www.indiewire.com/

But this is a film of human strength and prowess, strong team work, and genuine leadership.  From the pilot and his co-pilot, to the crew, the ferryboat operators, air traffic control, and many other responders, the rapid response to this unprecedented event demonstrated the value of consciously preparing (across disciplines, stovepipes, and other boundaries) for the unexpected.    In this case, one imagines that such pre-crisis teamwork contributed to enhancing preparedness for an unprecedented situation.  Remembering the importance of the  “human factor”, as per Sully when he explains himself to the NTSB (National Transportation Safety Board), is the critical difference.  His performance seems to be an example of “rapid reflection” crisis management in action; this film carefully adheres to the facts of the crisis as it actually unfolded and, therefore, truly is a “must-see” for all those in top management, whatever the field.

I’ve been reminded regularly that true artists respect unintended consequences  whereas experts of other stripes too often don’t.  Artists regularly experiment with techniques and materials, and absorb others’ approaches like sponges; many experts of other stripes too often don’t. There is seemingly an important paradox in this.

In an age when many clearly believe it is more acceptable to bash experts than to emulate them, the aspiring artist knows that study of others’ solidly perfected techniques–and, beyond this, historical appreciation as to what has been humanly possible and achieved over time–leads to greater consciousness of our individual shortcomings and more rapid recognition of the truly exceptional (as the film, Sully, also reminds us).  Recognizing these gaps can inspire us to be more curious and to learn more.  At the same time, experts themselves must prepare for circumstances never before seen (and, thus, for which there is no sketch, textbook or field of expertise). Indeed, a certain cognitive and doctrinal flexibility seems necessary, at a minimum, lest very deep expertise lead us to think that everything can be scripted, measured, and predicted ahead of time–as the differences between the NTSB and Sully demonstrated in the film.

The artist with skill in applying paint (or ink or any other medium) to paper or canvas–and expertise such as pilot Sully’s extraordinary tacit knowledge of the limits of his airplane, his ability to derive quickly from different inputs the most sensible course of action, as well as his abiding awareness of the value of human life–demonstrate human capacities  that total reliance on computers, for instance, or checklists can never achieve.

So, while it is true that you generally don’t want the pilot of your commercial jet to be creative in getting you from point A to B, the movie, Sully, does show us that adaptation in the face of the unexpected requires a degree of mindfulness  (and openness to ongoing learning) that cannot be assumed.  At their best, therefore, artists and experts of all types, whether commercially successful or not, seem to combine deep knowledge with a degree of cognitive flexibility that is hard to sustain from deep within “stovepipes” of all types, from academia to industry.  Dealing effectively with this conundrum seems to me to one of the most important things we could do these days.

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Surprise, Uncategorized

Room with a View

With nearly all the people in this area still inside their houses after the snowstorm of the past 36 hours, a cardinal took a peek into the window today.

Illustration:  Watercolor and pen and ink (Kuretake fine point black marker) by Black Elephant Blog author

Illustration: Watercolor and pen and ink (Kuretake fine point black marker) on Arches Cold Press 140 1b watercolor paper by Black Elephant Blog author

Sunlight lit up the scene outside, creating dramatic shadow shapes on the snow, a real challenge to paint.

After a while, it was time to take a walk outside in this wonderland, following a small path stamped down by others who passed this way earlier. Next on this blog, a look at why  about one inch of snow that fell last Wednesday caused relatively more havoc in this area of about six million people than nearly 30 inches that fell yesterday. It turns out that, like snow blindness, “paradigm blindness” can affect our ability to see, and prepare for, what’s right in front of us.  This is related to material we will commence teaching in the university semester which begins this week, so it is good for me to review it.

After the snow 1

Illustration: Watercolor sketch on Arches Cold Press 140 lb watercolor paper by Black Elephant Blog author

 

 

 

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Uncategorized

Superforecasters and Dragonfly Eyes: Booknotes

Despite my best intentions to get through an ever-growing stack of books, a brand new one crept into the mix and demanded my immediate attention, so here goes, with a few notes on it:

Illustration: Watercolor and Platinum Carbon black pen and ink sketch by Black Elephant Blog author

Illustration: Watercolor and Platinum Carbon black pen and ink sketch by Black Elephant Blog author

Superforecasting:  The Art and Science of Prediction, by Philip E. Tetlock and Dan Gardner, (Crown Publishers: New York, 2015).

In this book, the authors, Tetlock, a professor of psychology, political science and business and Gardner, a journalist and author, note that “we are all forecasters,” in the sense that we need to make decisions that involve uncertainty (as when we buy a home or make an investment or decide to relocate, etc.).

When it comes to really big events, like market crashes, wars, etc., however, we expect to turn to “experts.” Unfortunately,  according to the authors’  research results, the experts we might most expect to be able to “forecast” events with precision are less able to do so (against certain types of problems) than “ordinary” well-informed people who are not experts in the subject matter.

These “ordinary” people have some extraordinary characteristics, the authors realized when they analyzed their research results.  These include an ability to step outside of themselves and get a different view of reality, something the authors note is really hard to do.  But the ordinary people who did the best in the forecasting tournaments run by the authors, exhibited a remarkable ability to do just this:

“Whether by virtue of temperament or habit or conscious effort, they [the successful forecasters] tend to engage in the hard work of consulting other perspectives.”

In conducting U.S. government-backed research, the authors found that people such as a retired computer programmer with no special expertise in international affairs  could successfully answer very specific questions such as “Will the London Gold Market Fixing price of gold (USD per ounce) exceed $1850 on 30 September 2011?” People they worked with, such as this individual,  were enabled by the rules of the research project to update their forecasts in real time, incorporating new information in their estimates as they came across it.  (The process is explained in detail in the book.)  Over time, “superforecasters,” such as this retired computer programmer stood out among the pack.  Such people, write the authors:

“…have somehow managed to set the performance bar so high that even the professionals have struggled to get over it…”

The results made the authors inquire into the reasons for the “superforecasters'” better performance.  They write that “It’s hard not to suspect that [so-and-so’s] remarkable mind explains his remarkable results.”

Indeed, some of their superforecasters have multiple degrees in various subjects from various top-notch universities, speak several languages, and lived or worked abroad, and are voracious readers.  But, assuming that knowledge and intelligence drive strong forecasting performance would send us down the wrong path, concluded the researchers.  To be a superforecaster “does not require a Harvard PhD and the ability to speak five languages,” they concluded.  Many very well-educated and intelligent participants in their study “fell far short of super forecaster accuracy.”  They continue:  “And history is replete with brilliant people who “made forecasts that proved considerably less than prescient [citing Robert McNamara — defense secretary under Presidents Kennedy and Johnson as one example].”  So, the authors conclude:

“Ultimately, it’s not the [data/brain etc] crunching power that counts. It’s how you use it.”

Well, duh, you might say.  Isn’t this obvious?  Apparently not.

Dragonfly Forecasting So how do these superforecasters do it?  What do they have in common?  The authors survey a number of case studies from their research to provide some insights.  What they discovered is a capability they call “dragonfly forecasting.”  The researchers observed that the super forecasters, while “ordinary” people, have an ability to synthesize a large number of perspectives and to cope with a lot of “dissonant information.”  They have more than two hands, write the authors, because they are not limiting themselves to “on the one hand or the other hand thinking.” (Sidebar:  I just attended a seminar on energy and climate challenges where one of the speakers, an engaging, colorful and normally compelling orator, clearly), made the comment that “on one hand you have total environmental disaster or, on the other hand, total commercial disaster,” concluding that “we need to get on the right side of this.”

Illustration: Seminar sketch by Black Elephant Blog author

Illustration: Seminar sketch using Black Sharpie pen on Stone Journal notepaper by Black Elephant Blog author

This sort of binary thinking can be quite limiting, particularly when there is no “right side” as is the case, more often than not, when facing a world of increasingly complex challenges.  I heard more examples of this “either-or” thinking problem again just yesterday in an all-day conference, with people literally saying that they don’t see an option beyond the frame they’re in.)

“I’ve Looked At Things From Both Sides Now” 

By contrast, the dragonfly eye in operation, according to the authors, is “mentally demanding.”  (Already,in this mere statement, we run up against some cultural and cognitive realities in many large organizations where everyday urgent matters and matters only perceived as urgent (possibly because of this very binary winners vs. losers thinking) take up almost all available bandwidth.)

Superforecasters “often think thrice–and sometimes they are just warming up to do a deeper-dive analysis.”  Forecasting is their hobby, write the authors.  They do it for fun and also because they score high in “need-for-cognition” tests.  These tests rate people who have a tendency to “engage in and enjoy hard mental slogs.”

There also is an element of personality likely involved, they conclude.  The traits involve “openness to experience” which includes “preference for variety and intellectual curiosity.”

The authors conclude, however, that this dragonfly eye capability, which involves synthesizing a growing number of perspectives, has “less to do with the traits someone possesses and more to do with behavior.”  These behaviors include “an appetite for questioning basic, emotionally charged beliefs.”  Interestingly, the researchers have concluded that, without this behavior, individuals (forecasters or not) “will often be at a disadvantage relative to a less intelligent person who has a greater capacity for self-critical thinking.  [emphasis added]”

Those with a dragonfly eye cultivate their ability to encounter different perspectives.  They are “actively open-minded,” write the authors.  There is an actual psychological concept around this cognitive behavior.  For superforecasters, therefore, “beliefs are hypotheses to be tested, not treasured to be guarded,” conclude the authors.

There are too many implications of this work–important implications–to cover in a blogpost.  But it must be said that the book raises implicitly at least as many questions about how to proceed in a complex interconnected world as it attempts to answer.  For instance, fewer enduring problems of real consequence can be addressed with a simple forecast, no matter how accurate, in a bounded time-wise constraint.  Inherently complex “super wicked problems” discussed earlier on this blog do not lend themselves to this sort of forecasting.  Tougher choices involve immersing ourselves in deeper questions of values and longer-term perspectives.

Nonetheless, what the authors have demonstrated with their research offers us the opportunity to pursue these challenges with greater awareness of individuals’ different cognitive and philosophical outlooks, and perhaps–from a corporate human resources point of view–to allocate jobs and tasks to people based on comparative evaluations of their cognitive and behavioral strengths.

As more and more issues require deeper thinking and appreciation of systemic interconnections, it may become ever more important (even if not acknowledged in organizational priorities) to find ways to incorporate “dragonfly eye” sense-making behaviors.   The authors have observed that “belief perseverance” can make people “astonishingly intransigent–and capable of rationalizing like crazy to avoid acknowledging new information that upsets their settled beliefs.”  When people have a greater investment in their beliefs, it is harder for them to change their views.

There is important stuff in this book which requires a great deal more reflection. So, this thread of inquiry will continue in the next post’s look at another new book called Nonsense: The Power of Not Knowing, by Jamie Holmes (Crown Publishers, New York, 2015).    Not at all “nonsense,” thinking about thinking matters.  Even if these books fail to provide us with concrete next steps, the relevance of these works to current challenges facing decisionmakers, and their advisors, in all sectors cannot be overstated.

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Uncategorized

The Shape of the New (unfinished)

Already the week is nearly over and it’s been quite full, making it impossible to get through the nearly 500 pages of the new book, The Shape of the New: Four Big Ideas and How They Made the Modern World. At least, I’ve made it through the section on Adam Smith, and partially through the section on Marx.  Still to come are the chapters on Charles Darwin and Thomas Jefferson. Amid warnings in the media about the state of the global economy, and on the heels of the UN General Assembly Meeting focused on sustainable development goals, it seems safe to say that this book is super timely. It’s clear that it’s well-written and thoughtful, making one want to know how the authors bring it all together in the end. It’s just that, with the spectacular weather we’ve been having, it’s been hard to avoid the stronger pull of the outdoors, and some very special sketching opportunities.

Illustration: Watercolor and pen and ink by Black Elephant Blog author

Illustration: Watercolor and pen and ink by Black Elephant Blog author

Apropos of the “shape of the new,” one of the sketching sessions this week occurred alongside the Cylburne Mansion in Baltimore where a metals magnate during the “Gilded Age” in the late 19th century built his home. Situated today on a large parkland which comprises the Cylburne Arboretum, this is a spectacularly beautiful place, where flowers and trees are abundant and crowds non-existent.  As one reads in The Shape of the New, the onset of the Industrial Age which gave rise to a new elite made mansions like this one possible in the late 19th century.

The Freer and Sackler Galleries were another stop earlier in the week on an equally majestic day weather-wise.  There is a small exhibit about the ancient city of Palmyra–once known as the “city of palms”–in modern-day Syria, there. It is impossible not to reflect on how the antiquities so recently destroyed managed to last, outdoors no less, for nearly two millennia up to our present times.

Palmyra statue

Illustration: Photo of the sculpture of Haliphat

Here it is possible to wonder where the shape of the new is headed.  The lone statue of an elegantly dressed and wise-looking young woman, known as “Haliphat,” seems to be trying to tell us something across the ages.  Unlike so much in Palmyra, she survives, here in this exhibit, so we may yet learn what this statue conveys across nearly 2,000 years.

On the way out, a muscular statue of a guard towered over us, and seemed to demand to be sketched.  He represents one of two guardians (the other was positioned at the far end of the hall) of Buddha and hails from the 14th century.

A subsequent post will return to The Shape of the New.

Illustration: Pencil and ink sketch of a

Illustration: Pencil and ink sketch by Black Elephant Blog author

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Innovation, Surprise, Uncertainty

Drawing From Life

In an open life studio, where all types of artists gather to practice drawing or painting from a professional model’s pose, it is striking how differently the participants depict the model in their artwork. No “analytical objectivity” is possible here; everyone sees the same model quite differently.  It  is impossible for any two people’s drawing to be alike, or even for the same person to repeat exactly the same drawing a second time.

Illustration:  Watercolor and pen and ink by Black Elephant Blog author

Illustration: Watercolor and pen and ink by Black Elephant Blog author

In what ways might this process of deciding what to draw, and how, be related to “design thinking”?  From considering the future of countries and even economics, there seems to be more attention being paid to the need for thinking differently, if not even ahead. Some experts on international affairs seem to be exercising design thinking, for instance, when they posit alternative futures for a country like the United States, as in the new book by Ian Bremmer, Superpower: Three Choices for America’s Role in the World (2015). What is different about the thinking processes that enable us to consider alternative futures or to plan for the consequences of unpredictable developments?

Certainly art students are encouraged to have a plan and to think ahead to where their brush is going, where the light is coming from, what kind of paper they have, and to pay attention to the shadows, “cools” and “warm” values. Splashing colors on a page may work for some but for most of us learning how to think about techniques, and gaining confidence through practice, are necessary. It’s a sort of strategic thought process. It is difficult to get the hang of it at first.  Being comfortable with taking risks is part of the process, clearly: an ink blot here or a dribble of water there might damage what seemed before to be coming along just fine. Alternatively, that ink blot or water stain might make this painting really special!

In art as in life, the decisions that must be made seem endless, and each one bears heavily on the final result.  But the artist gets to make his or her own decisions usually, and must live with the results.

In a more populated context with many people potentially affected by the outcome of decisions, what is the process of consultation and deliberation that must be followed? How to deal with the inevitable inkblots, and their unintended consequences?  Is the factory-model of organization helpful or hurtful in such times; what are the alternatives?  With highly integrated challenges mounting (along with the rise of intricately networked systems riding on technologies few people really understand), what insights could we be drawing now to build upon in the future? Who will create these insights, and how?  How will we know where the brush is going, and to what end? Who will be wielding the brush in an interconnected age such as ours? …  Per request a future post or two will list some reading possibilities.

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Innovation, Risk, Surprise, Uncertainty

Bridging Old and New in Frame Innovation

According to the author, Kees Dorst, of Frame Innovation:  Create New Thinking By Design,  (The MIT Press, 2015), we are “collectively being tripped up by today’s problems.”  Tackling emerging complex, dynamic and networked problems with old approaches makes no sense, he writes; “the trusted routines just don’t work anymore.”  They require a “radically different response.”  But what do those responses look like, and how do organizations large and small mobilize them?

head sketch

Sketch by Black Elephant Blog author

Dorst argues that the interest in “design thinking” up to now has often led to ineffective responses.  He says that this is because, up to now, we have tended to turn to the “designers” to generate solutions, “rather than [recognize and enlist]…the key ability of expert designers to create new approaches to problem situations,” or “framing.”

The creation of new “frames” to approach problem situations is the key, and a special element of designers’ problem-solving practices, writes Dorst (citing Whitbeck 1998).  Dorst’s book introduces fresh practices based on lessons learned so far on how to link sound design approaches to real-world problems in different domains.  From designing high-speed rail links to dealing with challenges involved in social housing and reducing crime rates, he shows how designers are confronting the complexity of a situation head-on.  From elegant 19th century-era hotels in places which tend to attract large numbers of people with 21st century tastes to large government institutions struggling to adapt to cross-sector challenges, devising cost-effective and future-sensitive ways to update our problem-solving approaches seems like a ‘no-brainer,’ doesn’t it?  But it turns out that, while obviously necessary, it is far from easy, especially for those working in long-established organizations.

Illustration:  Watercolor, ink wash, Faber & Castell gold Pitt artist's pen, and Gelly Roll white pen (view from a park in Baden-Baden)

Illustration: Watercolor, pen, ink wash, Faber- Castell gold Pitt artist’s pen, and Gelly Roll white pen (view from a park in Baden-Baden, Germany) on Stillman & Birn paper Alpha-series by Black Elephant Blog author


 In Dorst’s view, “we have an unprecedented need to extend our problem-solving repertoire so that it can address these issues.  Future posts on this blog will look at some of these strategies, but–in the meantime–those who are interested in this subject will find  Dorst’s book useful. (So, in a belated response to the reader who asked on this blog some weeks ago something like, “is this really anything new?”, it appears that Dorst’s answer would be: yes, we are dealing (or, failing to deal) with a new class of problems that are highly complex and cannot be solved by those working within a single sector.)

Coming up, a bit more on this, and some recommendations for related books and links.

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Innovation, Risk, Surprise, Uncertainty

Sketching and Frame Innovation

Anyone who sketches or attempts to create anything new is attempting to create a new way of seeing something, even if just for themselves, in their own sketchbooks, or–as I did last night–on the back of an envelope.  They are, to varying degrees, storytellers.   Urban sketchers certainly are storytellers or, if you will, citizen reporters, and “plein aire” artists, drawing and coloring what they see! Those who tell stories about their sketches, their sculptures, their jewelry-making projects, their workshops, or other sorts of creative endeavor are providing narratives to put a frame around the effort.  So sketching leads straight to frame innovation…which is getting serious attention in some business and academic circles.

Illustration:  Watercolor, gouache, and ink by Black Elephant Blog author

Illustration: Watercolor, gouache, and ink by Black Elephant Blog author

It appears that artists have a lot to teach those of us who have depended primarily (so far…) on our analytic brains to carry us forward. And who, after all, isn’t an artist, given a chance? What happens when our analytic brains are simply not up to the challenges (some of which may be “black elephants”) ahead?  A few posts back began to look at a book on this subject published by MIT Press recently.

This post thus will segue back into the discussion of frame innovation raised a few weeks ago here on this blog (and to which there may be a few more unanswered questions by now).  One question so far raised, for instance, is whether the ideas behind “frame innovation” are, in fact, anything new?  The next few posts will consider this and related issues.

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Uncategorized

Taking Liberties with Urban Sketching

Sometimes it is tempting to take liberties with the look of a scene by sketching and then watercoloring it afterwardsafter, that is, departing the scene of the target image–thus, breaking a cardinal rule of the urban sketchers’  manifesto.  So, speaking of liberties, here is a sketch (also taking some liberties with respect to realism) of the back of the U.S. Supreme Court on a beautiful day in May in Washington, D.C.  True “urban sketching” follows guidelines that include sketching on the scene in real-life (“plein air,” so to speak) but, in the case below, having a photograph of the elements of the scene helped to fill in the image afterwards.  In any case, whether or not this qualifies as real “urban sketching,” it is clear that a walk in just about any city produces a great many surprises (the subject of this blog, after all); Washington, D.C., is no exception, particularly with respect to the astounding beauty of its many buildings, parks, statues, hidden alcoves, and often gorgeous landscaping.  (The sculptures of urns with the rams head handles have now popped up in a couple of places–another surprise!)

Illustration:  Watercolor and pen and ink by Black Elephant Blog author

Illustration: Watercolor and pen and ink by Black Elephant Blog author

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Innovation, Risk, Surprise, Uncertainty

Frame Innovation in Change-Resistant Organizations

An important book has accompanied the traveler/doodler author of this blog, making it possible, at least, to consider taking some notes on it.  The book is called Frame Innovation:  Create New Thinking By Design, by Kees Dorst (The MIT Press, 2015).  Dorst is a Professor of Design Innovation at the University of Technology, Sydney, Australia and at Endhoven University of Technology in the Netherlands.

Illustrations:  Pen and ink and watercolor by Black Elephant Blog author

Sketchbook on-site illustrations: Pen and ink and watercolor by Black Elephant Blog author

As one reads the book, it is clear that the book’s author has been researching and developing case studies of the concept of design thinking–as applied to practical and often seemingly intractable social and urban problems–for many years.  Although the text of this book is necessarily abstract in places–explaining, for instance, the difference between traditional analytic approaches of “deduction,” and “induction” and design thinking approaches of “abduction” and design abduction”–the author is quick to remedy this through his use of case studies and helpful word-graphics. ((To fast-forward a moment to the topic of a future blog post or two, the basic issue here is a very big and momentous idea.  It is that our traditional methods of analytical reasoning, deduction and induction, “are not enough if we want to make something. If we want to create new things–or new circumstances–we need different approaches, for which even “normal abduction” (the reasoning pattern behind conventional problem-solving using tried and tested patterns of relationships) is insufficient.))

As explained in the series foreword by the editors of this new MIT Press series on design thinking and theory, design challenges today “require new frameworks of theory and research to address contemporary problem areas.”  Often problem-solving for modern challenges requires “interdisciplinary teams with a transdisciplinary focus.”  According to the editors, three contextual challenges define the nature of many design problems today.  These issues affect many of the major design problems that face us in whatever field we’re working.  They include:

–a complex environment in which many projects or products cross the boundaries of several organizations and stakeholder, producer, and user groups;

–projects or products that must meet the expectations of many organizations, stakeholders, producers, and users; and

–demands at every level of production, distribution, reception, and control.

Past environments “were simpler,” write the editors, and “made simpler demands.”   To meet modern challenges, experience and development are still necessary, but “they are no longer sufficient.”  “Most of today’s design challenges require analytic and synthetic planning skills that cannot be developed through practice alone,” they write.  What is needed, they say, is “a qualitatively different form of professional practice that emerges in response to the demands of the information society and the knowledge economy to which it gives rise.”

Designers today confront complex social and political issues, the editors note, quoting the work of Donald Norman, (“Why Design Education Must Change,” 2010).  What the authors are talking about is the fact that education today is not training professionals in ways to take integrated approaches to solve complex, inter-sector problems and imagining new futures.  The book by Kees Dorst is the first in the series and, based on this writer’s close reading of it, it represents an excellent start to this ambitious (and profoundly needed) project.

Dorst argues that society today is being “tripped up” by the “emergence of a radically new species of problem:  problems that are so open, complex, dynamic and networked that they seem impervious to solution.”  He writes:  “What all the news stories show us is that it makes no sense to keep trying to tackle these problems the way we used to.  The trusted routines just don’t work anymore.  These new types of problems require a radically different response.”

In the spirit of the focus of this blog–understanding “surprise” and the ways and whys for when we get “tripped up”–future posts will examine some of the important ideas in Dorst’s book.

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The Art of Looking Ahead

As the semester draws to a close, students in my course are considering a “super wicked problem,” meaning a highly complex crisis, in the form of a single scenario.  They are working separately in two subgroups; one, on a “before-crisis contingency planning” team; and the other, on a “post-crisis rapid response” team.  In our final class, they will present their findings.

Frankly, the challenges they must wrestle with are simply enormous.  Impossibly enormous, but then again when we look around the world today, such impossibly enormous challenges seem to be the “new normal”.  This scenario-based approach is meant to incorporate much of what we’ve been learning this year about complexity and resilience.  Without this experience, there is a danger we might apply old methods of problem-solving to new classes of challenges.

Illustration:  Pencil and pen and ink by Black Elephant Blog author

Illustration: Pencil and pen and ink by Black Elephant Blog author

Such thinking requires what some variously call “the art of looking ahead,” “applied forward reasoning,” contingency planning, or–most recently–“frame innovation.”  It turns out that these skills generally are not ones that business schools or other forms of higher education traditionally emphasize.  Are such skills needed in the workplace today?  As luck would have it, some new books are just out on the subject, and this blog will look at them.

First up is a new book called Anticipate:  The Art of Leading Through Looking Ahead (American Management Association, 2015), by Rob-Jan de Jong, who is a faculty member of Wharton’s “Global Strategic Leadership” executive program.  There are useful tips in this book, so it’s worth giving a flavor of them here.

Early in the book, de Jong notes that “leaders need the ability to look ahead [but] there’s very little understanding of how to develop this competence and improve visionary capacity.”  Many people mistakenly believe it takes too much time, or you’re either born with this capacity or you aren’t.  Summing up wide-ranging research in leadership and business strategy, de Jong notes that sensitivity to context (aka “context sensitivity”), or something leadership expert Warren Benning, calls “adaptive capacity,” is essential for leaders.  Companies that had a “strong sense of sensitivity to their environment” outlasted many which did not, according to work by Arie de Geus, author of The Living Company.

“Short-termism” is  more typical in the business world, and it’s a disease, according to de Jong.  It means valuing short-term gains “above long-term, somewhat foreseeable, consequences,” he writes. Unfortunately, according to McKinsey research five years after the 2008 financial crisis, “little of that learning” about the need to keep a “clear future-oriented perspective” has occurred in many companies it studied.  de Jong concludes:  “Short-termism is the biggest enemy of developing visionary capacity for both the organization and the individual leader.”  So what can be done? de Jong says it starts with “personal vision.”  This matters, he writes, because without vision, there is no hope.

The Elements of Vision include that it is “future-oriented.”  Many people find it difficult to exercise imagination about the future and to promote beliefs that “cannot be backed up by factual experiences, research, and other quantifiable data.”

Yet, a powerful vision moves “beyond the obvious into the unknown,” according to de Jong. It also challenges the status quo and “breaks through existing paradigms.”  de Jong cites IKEA’s founder, Ingvar Kamprad, as an example; Kamprad built the IKEA empire on the idea that “design furniture should not only be accessible to the happy few.”  A vision also energizes and mobilizes.   According to management and leadership expert, Abraham Zaleznik, whose work de Jong cites, managerial leadership–as of the time he wrote his article in 1977 on the difference been leaders and managers–does “not necessarily ensure imagination, creativity, or ethical behavior in guiding the destinies of corporate enterprises.”  de Jong proceeds to investigate the qualities of “visionary leaders.”

First, it is necessary to enhance one’s ability to “tap the imagination,” and de Jong cites, with examples, the work of world-renown creativity guru and expert on “lateral thinking,” Edward de Bono, in this section.  The needed imagination depends on “perceptual capacity.”  When we are too busy to notice changes in our surroundings, we can be said to be living in the “permanent present,” de Jong writes, which was the state of man in the earliest stage of human evolution.  Fortunately the development of the “frontal lobe” over time enabled more reflective (and strategic) thinking capacities (so the basic equipment is there).

Based on his own extensive research and interviews with hundreds of senior leaders, de Jong has concluded there are two critical developmental dimensions for growing your “visionary capacity.”  They are:

1) Your ability to see things early–those “faint warning signals” often “at the periphery of our attention.”

2) Your ability to “connect the dots” and to create “coherence in the future you face and turn it into a ‘bigger picture’ story”.

de Jong quotes Alan Mulally, a former CEO of Ford:  “The first thing a leader does is to facilitate connections between the organization and the outside world.”  Mullaly, as CEO, took steps to institutionalize the process of “context scanning” through the creation of a weekly Business Plan Review meeting.

The second step of connecting the dots involves more than detecting things that might be changing. It involves connecting and integrating these signs into a larger coherent context of future possibilities. “Trend hoppers” are different from “visionary leaders,” de Jong explains, and “historians” and “followers” are also different in important ways.  There are, moreover some real dangers in “over-reliance on the past,” he writes, in a section that deserves a lot of attention these days.

de Jong notes that making sense of the weak signals in the noise is harder because “the average person consumes about 34 gigabytes of content” and 100,000 words of information in a single day.” He continues:

“Without specific effort, you will only be able to identify events that were early manifestations of change in retrospect.  But that’s usually when it’s too late.”  Therefore, the effort to “connect the dots” must be focused on the implications of changing  realities for one’s business or other professional or life endeavor.

It is necessary to have “context intelligence” to identify and make sense of early signals of change, de Jong writes. The people who do this with the highest levels of adaptive capacity are called “first-class noticers” by leadership and management experts he cites, including Warren Bennis.  Strategic advantage depends on this adaptive capacity.

Developing our ability to notice novelties or things we typically filter out takes effort, even training.  There are many methods for this, and de Jong has created some of his own.  In general, however, he recommends methods for envisioning future facts, and discusses the power of scenario planning, as developed by Pierre Wack and Kees van der Heijden, as central to promoting strategic conversation and awareness. He identifies the psychological obstacles to strategic capacity as including “frame blindness,” or a loss of peripheral vision.  Overconfidence is another culprit.  “Mindlessness” occurs when we “are trapped by categories,” run on “automatic behavior” or operate from a single perspective, according to Harvard psychologist, Ellen Langer, whose work de Jong cites. Such mindlessness can occur–indeed, might be more likely to occur–when we are fully focused and aware of what we are doing.

Clearly, the art of looking ahead requires some practice but is indispensable in tumultuous times.  Next, this blog will look at another new book: Frame Innovation:  Create New Thinking by Design.

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Oyster Heartbeats at the World Bank

Yesterday an international audience of development, media, business, NGO, and technology experts attending a session of the 2015 Meetings of the World Bank Group and International Monetary Fund listened to an oyster’s heart beating.  It was a surprising session in many ways, and relevant to this blog’s focus.

Illustration:  Pen and ink by Black Elephant Blog author

Illustration: Pen and ink by Black Elephant Blog author

The session was “Big Data for a More Resilient World,” (video coverage here) where one of the keynote speakers, Ros Harvey, Chief Strategy Advisor of the Knowledge Economy Institute, described how the “Internet of Things” enables oyster farmers in Tasmania to integrate data about the heartbeats and other biorhythms of oysters to weather and water temperature data. Harvey’s presentation, as well as those of other speakers–from Intel, Google, the World Economic Forum, Caribou Digital as well as the author of Resilience-Why Things Bounce Back, Andrew Zolli–all emphasized the need for those grappling with so-called “big data” to find ways to put that data to use by the people generating it.

One take-away, definitely, was a sense of the embryonic nature of this topic for people, even specialists (if there are any yet) in “big data,” in all industries. A strong dose of humility about mankind’s collective readiness for this world–surprisingly (and certainly refreshingly)–was evident throughout the session, in this attendee’s view. Presentations and comments toggled frequently between the opportunities and dangers involved.  All speakers emphasized the need to move beyond “data” to focusing on “information,” complex systems and business models, thus tying the subject to the topic of resilience, a topic explored earlier on this blog.  Hence, the post about this event, with regard to some of the most thought-provoking insights from the event’s speakers.

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Image credit: Photo of Andrew Zolli’s presentation given at the World Bank on Big Data and The Future of Resilience, 15 April 2015

The organizers noted that Big Data is one of the most important topics in the development world today but more than half of development experts think their sector is not prepared to use these possibilities.  Zolli presented a slide showing the “grand synthesis” of the elements of Big Data (a photo of which taken at the event is provided here).

Zolli, the author who has recently joined Planet Labs (where, he noted, one of the first employees of the companies was an “artist-in-residence”), noted that “we live in this world of super wicked problems, entangled, complicated..”  How people can persist, recover, and thrive in this world is “our collective resilience challenge.”  The challenge is that change is happening all around us and we can’t see it, he said.  Zolli demonstrated our inability to see this change with a short visual game he played with the audience.

In a world “dominated by the giant hairball” (of complexity), data has a role to play in helping us to be resilient. But what’s important, he says, is that we want to move from the “realm of big data” to the “realm of big indicators.” The Elements of Resilience–each of which is interconnected with the others–presented by Zolli include:

Building Regenerative Capacity

Sensing Emerging Risks

Responding to Disruption

Learning and Transformation

To move to the “realm of big indicators,” Zolli emphasized that “entirely new social architectures” need to be built and that we “need to reengineer relationships as much as we have to reengineer our institutions.” Some of the examples he cited of this at work, in addition to Planet Labs, were other geospatial providers, such as Digital Global and Zooniverse, which he described as “sophisticated crowdsourcing platforms”.  These are using citizen science for disaster response, such as Planet Labs’ work before and after the Tacloban disaster in the Philippines.

Wicked problems, said Zolli, “resist mere cleverness.”  Big Data is not simply “push-the-button.” It is necessary to drag unconventional players into the effort, into “adhocracies.”  Only in this way, might wicked problems “yield to mass cleverness.”

Illustration:  Pencil and ink by Black Elephant Blog author

Illustration: Pencil and ink by Black Elephant Blog author

Harvey was next up, with a short video of the oyster farmers at work in Tasmania. She said:  that big data is not only about connecting people, processes, and things but also animals.   Being able to measure the oysters’ heart rates and integrate that data with weather and water conditions, for instance, epitomized the potential of the “Internet of Things,” she said. The challenge is “how do we ‘architect’ technology so the benefits accrue to the many?”  How can we create public good with private effort?  According to Harvey, “It is the new business models that will drive the disruption from the technology.”   Working together from a common data source creates new value, but there is a need to design systems based on 3 principles, known in shorthand as “SOS:”

Sustainable

Open Innovation

Scalable

“We need to understand that much of the world’s data is in the private sector” but “open innovation” requires that many people work on the problems.  Also the efforts must be sustainable.  They should not depend on funding that “comes and goes.” The Knowledge Economy Institute where Harvey works  focuses on such ways to solve complex problems through collaboration and innovation.

Nigel Snoad from Google, was next and said his work is focused on how to make critical information more accessible in times of crisis.  Snoad noted that the unexpected happens when you give people an “open tool” and “open APIs” are “where we’re going.” He cited Google Flu Trends as an example, but emphasized the Big Data is not a silver bullet.  This is because Big Data comes from “very complex systems.”  It is therefore necessary to “understand the systems” behind Big Data.

The moderated panel closing the session featured the founder of Caribou Digital, Chris Locke; Associate Director of the World Economic Forum’s Telecommunications Industry William Hoffman; and Senior Principal Engineer of the Strategy Group at Intel, Tony Salvador.  Key highlights among their comments included:

  • The poor don’t need more surveillance;
  • We need to get data on things that the people on the ground actually care about.
  • It’s not a technology problem; it’s a business model problem.
  • These technologies have ‘interpretive flexibility’ that can be used to concentrate power.
  • We are just beginning to understand this.  Now we understand that it’s about complex systems.
  • We need to talk about “information” and understand that it is a social construct.
  • There is a growing recognition of public-private partnerships.
  • The potential is there but it’s about Governance. This is in the next set of ‘grand challenges’.
  • We need to examine some of the fundamentals that underline the systems we have today.
  • What is the context of production [of Big Data] and what is the context of analysis once we have that data?
  • Sometimes we are looking through the wrong end of the telescope.
  • How can we unlock that data and make it valuable to the people it’s coming from?
  • We need to listen. We don’t want to go down the path of reinventing our own assumptions.
  • Big data is potentially big power…These [business] models need to be liberated from, and [sustained?] above, the level of individual institutions.
  • We will see models emerge that will be surprising.
  • We need to follow up with social encouragement and deep engagements.
  • APIs that speak up out of the platforms
  • Data can have value and merit right where it’s being collected
  • Due process is an important topic. Things will go wrong. What will the most vulnerable do when things go wrong?

All in all, a rich hour-and-a-half session at the World Bank Headquarters yesterday, and a contribution to the state of understanding on this topic which affects everyone, even oysters.

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Framing the Global

Illustration:  Watercolor and ink by Black Elephant Blog author

Illustration: Watercolor and ink by Black Elephant Blog author

With the rise of global studies and institutes, a new book has come along that features the research of diverse experts into differences between “global” and “international” studies. Framing the Global: Entry Points for Research (2014, Indiana University Press), edited by Hilary Kahn, Director of the Center for the Study of Global Change at Indiana University, includes a foreword by Saskia Sassen,  a specialist on globalization and human migration issues and Robert S. Lynd Professor of Sociology at Columbia University and Centennial visiting Professor at the London School of Economics.

Each of its 14 chapters presents research that represents a different “entry point” into global studies.  These entry points are different slices of the reality of global interactions, much as traditional slices, such as economics, political science, and military affairs, have characterized distinct disciplinary approaches to “international studies” (or the studies of relations between nations).

The main point of this work seems to be that traditional disciplines and analytic methodologies do not produce global studies, though specialized regional and functional knowledge are necessary ingredients.  Major inherited categories of analysis can “veil or distort…our epoch…,” according to Sassen.  “The challenge is to make new categories that help us theorize the current conditions,” she writes.  “This book can then be read as an experiment in expanding the analytic terrain for understanding and representing what we have come to name globalization.”

Indeed, writes editor Kahn, global studies “does not have a master concept around which theory and method can take shape, like sociology has in society, or political science has in politics.” The emerging discipline of global studies “is a commitment to empirical research and search for previously unrecognized arrangements, patterns, and productive connections and disconnections,” writes Kahn. Such patterns and connections form the “entry points” for global research. Each heads up a different chapter, including “affect,” “displacement,” “forms,” “frames”, “genealogies,” “land,” “location,” “materiality,” “the particular,” “rights,” “rules, “scale,” etc.

Interestingly and perhaps overdue, this text challenges the methodological sufficiency of state-centric approaches to social sciences and analysis generally.  The concept of “global” as something which lies outside the “framing” of national issues is not accurate, according to Sassen:

“Many of our major current categories [of research and analysis] have inherited their status from a time and place when they emerged out of analytic work…My concern here with particularly with some of the major categories we use in the social sciences–economy, polity, society, justice, inequality, state, globalization, immigration.  They are all powerful in that they are widely used to explain the realities they represent.  Yet those realities are mutants…,” according to Sassen.

The “entry points” in subsequent chapters “have emerged in the course of each contributor’s engagement with existing approaches to global studies…,” according to Kahn.  These offer a “conceptual toolkit for global research in the twenty-first century” while investigating a wide range of themes, including global financial gold markets, transnational labor migration, public art in China, and the global significance of 1968.  Kahn emphasizes that the contributors to the book move beyond comparative approaches to “probe the complex interplay among locales, practices, policies, and people.”  “Relational comparisons” emphasize how entities are formed in relation to one another as well as vis-a-vis broader contexts.  “This shifts the focus from isolated units of inquiry to the transactions and relations in which they are constituted,” according to Kahn.

In a sense, these different entry points constitute alternative ontological frames, or ways of looking at the world.  The chapter on “Reframing Oceania” is particularly interesting for its reframing of the study of the Pacific, including the 28 nation-states considered to make up that region.  All of the chapters reveal sensitivity to issues of scale, flow, and subnational interconnectivity. All in all, there are at least 14 different ways to re-imagine the globe in this unique book.  It is not hard to imagine a whole new field of global scholarship emerging, one that references but does not depend upon traditional international relations concepts for its categories and “units” of analysis.  The entry points approach of this book, as Kahn notes, “slice reality differently, opening up new modes of understanding.”  Much to explore here!

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AntiFragility in a World of Disorder

In today’s class, we discussed the topic of forced or “distressed” migration in connection with environmental stresses or shocks and–whether or not related to environmental issues–violent conflict.  We quickly discovered there is almost no issue which is not connected to this issue of distressed migration.  From food security to public health, and drought to early childhood education, a complex web of factors must be considered.  (Indeed, even recent findings in neuroscience on the relationship between cognitive development in children and poverty had a place in our discussion.)  The students concluded that even very local issues have global consequences. They debated ways to soundly approach the complexity of the issues involved.

Fountain 2

Sketch: Pencil and ink by Black Elephant Blog author

The relevance of the topic, given news headlines these days, was obvious.  Some students emphasized the importance of adaptability, or resilience, in home countries for dealing with stresses and disasters.  Sometimes, however ,the stresses are too large, too many, and too frequent–and the basic functioning of the country too weak–for needed adaptation. It is mainly in such cases, when few other options exist, that people take the step of leaving their homes in search of a better future.  (These issues, said the students, include internally displaced people who must move elsewhere inside their country and exiles or migrants who are forced to leave, and who may even face the prospect of being “stateless.”)

Whether these people are called exiles, migrants, or refugees–or something else–sometimes depends on what international law covers, or not.  But, labels aside, these are people, said the students today, who probably would not be leaving their homes if they did not have to.  With more frequent and extreme weather events alone, however, freedom of mobility and opportunities for migration are poised to become larger issues around the world, observed some in the class today.

In connection with the issues of “anti fragility” or resilience, one might say that distressed migration occurs when countries become vulnerable and overextended.  While, in class, we consulted the work of known experts on human migration issues, outside of class literature unrelated to that specialized area can help reframe the issues involved.

For instance, the emerging concepts of “fragility” and “anti fragility,” as applied by Nassim Nicholas Taleb, author of the book Antifragile, can help consider issues of migration (not the subject of his book) in different lights.  According to Taleb, systems such as societies and economies sometimes become fragile because “top-down” approaches make them so.  He writes: ” If about everything top-down fragilizes and blocks anti fragility and growth, everything bottom-up thrives under the right amount of stress and disorder.  The process of discovery (or innovation, or technological progress) itself depends on anti fragile tinkering, aggressive risk-bearing rather than formal education.”  In other words, highly static societies–even seemly highly stable ones–can be highly fragile, or subject to breakdowns.

Following such logic, it appears that nation-states can become more fragile due to policies imposed on them either by internal or external actors.  According to Taleb, in heavily top-down systems, this fragility sometimes can be masked, sometimes for a long time.  Some societal systems, he writes, “become antifragile at the expense of others by getting the upside (or gains) from volatility, variations, and disorder and exposing others to the downside risks of losses or harm.”  The masking of this fragility equates to what he calls “blow-up risks,” writing:

“…as we discovered during the financial crisis that started in 2008, these blowup risks-to-others are easily concealed owing to the growing complexity of modern institutions and political affairs.”  In his view, a few are benefiting from “anti fragility at the expense of the fragility of others.”

He also says that the “rare events” or “black swans”–(that are, in part, the subject of this blog)–paradoxically are increasing largely due to the increase of more complex man-made systems.  While technological know-how may be increasing, these same advances are “making things a lot more unpredictable.”  Modernity itself “makes us build Black Swan-vulnerable systems,” he writes.  And societal tendencies to focus on things we can estimate and measure encourage us to mistakenly think that we can calculate the risks and probabilities of shocks and rare events.  As he explains, we can’t but that doesn’t stop people (and entire industries) from convincing themselves and others that we can.

As the book, Antifragile, itself is composed of seven books, there is little point in trying to capture all of its key points in a blog post.  For purposes of this blog, the main thought in the book to explore further has to do with the interactions of complex systems leading to an increasing number of “rare events,” also known as unpredictable “Black Swans.”  Taleb writes: “The odds of rare events are simply not computable.  We know a lot less about hundred-year floods than five-year floods–model error swells when it comes to small probabilities.”

The students today were considering what makes countries more, or less, adaptable (or, to approximate what Taleb is addressing, “anti-fragile”) on the assumption that forced migration does not occur if solutions to problems are readily found at home.   Understanding how societies become and remain adaptive–particularly in a world of more frequent “rare events”–seems fundamental to finding more effective ways to deal with issues related to forced, or distressed, migration.  The real-life urgency of these issues for many people close by and far away is clear. In class, we will continue to grapple with the concepts involved and consider where things might be headed under different scenarios.

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