The Wicked Problem of Wicked Problems

All Knotted Up...Like a Wicked Problem

Wicked problems are receiving a lot of attention these days giving much excitement to systems thinkers and designers alike. Yet what these problems mean for planning and understanding social programs and policies is not clear and may be even more wicked that it first appears. 

I was excited to learn that Jon Kolko and his creative band of learners at the Austin Center for Design (AC4D) are coming out with a book on wicked problems. As one who studies and helps others to intervene in addressing such problems, this was like being a Star Trek fan learning that Leonard Nimoy was coming to speak at the Trekkie convention in my hometown. It is refreshing to see that the concept of the wicked problem is gaining traction beyond the small band of scholars and practitioners working at the intersection of complexity, systems and design thinking (which, admittedly is where many AC4D folk inhabit, but hopefully their audience will not).

But it’s not just one book. We are seeing transformations in education and science — with calls for a ‘new breed of scientist’ being created at places like Massey University in New Zealand — or spread through the news or business stories in various forms.

The concept of the wicked problem was originally posed by management science scholar and systems thinker C. West Churchman with planners Horst Rittel and Melvin Webber. The Wikipedia entry on wicked problems provides some examples of what these things are:

Classic examples of wicked problems include economicenvironmental, and political issues. A problem whose solution requires a great number of people to change their mindsets and behavior is likely to be a wicked problem. Therefore, many standard examples of wicked problems come from the areas of public planning and policy. These include global climate change[4]natural hazardshealthcare, the AIDS epidemic, pandemic influenza, international drug traffickinghomeland securitynuclear weapons, and nuclear energy and waste.

In recent years, problems in many areas have been identified as exhibiting elements of wickedness – examples range from aspects of design decision making and knowledge management[5] to business strategy.[6]

As our social lives become more interconnected through the Internet, globalization, and mass migration, the complexity of the situations we find ourselves in grows. More of anything in diverse forms interacting together is likely to create complexity as new properties emerge and those properties change the trajectory of actions and reactions of the parts dynamically.

As one who is interested in wicked problems and works with people to address them, I should be thrilled to see the term used so widely. I am, but cautiously so. There is a risk that in the enthusiasm to embrace the lexicon of complexity that the meaning gets lost, which is what one gets from the hype cycle (See below).

The Hype Cycle: Coming to a Wicked Problem Near You?

The hype cycle is described as phenomonena initiated by a technology (or idea) and, once caught on, spikes the expectations beyond reason leading to discouragement, mass abandonment of the idea, and then — hopefully — a return to a level of reasonable return.

While the “cycle” (it is not a cycle) has limitations, the analogy here is well suited to fads of various types and the rapid ascension of the concept “wicked problem” in past years is indicative of a trend. Below are two representations of the amount of citations of the work “wicked problem” and “wicked problems” from Google’s Ngram service:

Wicked Problem Citations: 1950-2008

Wicked Problem(s) Citations: 1973-2008

It appears that wicked problems (plural) are increasing and reference to a single problem is staying the same.

Regardless, an upward trend is evident. What it means is another matter…

If wicked problems are becoming talked about more often and by more people, it is appropriate to ask what kind of impact that this new thinking will have on not only the way the problems are posed, but how people seek to address them.

To that end, it is worth envisioning the future with caution. One of the reasons for this is that wicked problems are often not wholly wicked in their composition or the strategy required to address the problem — which ironically makes these types of problems even more wicked.

This has to do with the interconnected, multidimensional, and embedded nature of the problems themselves which contain within them many interconnected non-wicked problems. I’ve started to see difficulties with organizations developing strategy that fails to consider this. It is, as I’ve discussed before, an artefact of either-or thinking. Tackling the kind of wicked problems like poverty, chronic disease, and global finance require a meta-level strategy that recognizes, shapes and adapts to complexity, while accounting for micro-level issues that are indeed, very linear and simple.

Finding, training and retaining the right talent to work with diverse communities on problems that are poorly supported or funded from many sources is wicked. The human resource needs for payroll, supply management, and field support might be much less so. Yet, both are joined-up and require strategies that can extend beyond traditional management and strategy, but also embrace some of the very ‘best practices’ that seem at the outset to be antithetical to complexity.

Just as I shake my head in frustration at seeing complexity dealt with using amplified linear strategies that ‘do the wrong things righter‘, I have surprised myself by how much I’ve been twitching at hearing recent converts to systems thinking rail against the traditional ways of planning as if anything other than seeing problems as complex would be wrong.

At issue is that wicked problems are made more so by having both complex and non-complex elements working together, requiring a level of strategy development that is far more sophisticated than many first thought. Even a review of the better management texts using complexity give short shrift to the relationship between the complex, the simple and the complicated working simultaneously in environments and how we plan for that. The Cynefin Framework provides a start, but just a start.

Until we recognize this complexity — no pun intended — in the way we plan, there is great risk of replicating the hype cycle when our sole use complexity-based models yield poor results of a different nature than the poor results we are seeing from traditional linear, reductionist thinking models applied to many of the problems we deem as wicked today.

Picture credits: A Close Up on Knotted Rope by Sundariel used under Creative Commons License from DeviantArt

Graph: Gartner Hype Cycle by Jeremy Kemp used under licence from Wikipedia.


The PR Problem for Design, Evaluation,and Complexity

I (heart) PR

Complex concepts like evaluation, design and even complexity itself provide insight, strategies and applications that provide usable solutions to real-world problems, but also suffer from widespread misunderstandings, confusion and even derision. If they are to take hold beyond their initial communities of interest, they need to address their PR problem head on. 

This past week was Design Week in Toronto. As one works extensively with design concepts and even has a health promotion-focused design studio, one couldn’t be faulted for thinking that this would be a big week for someone like me who lives and works in the city.  Well, it came and went and I didn’t attend a single thing. The reason was partly due to timing and my schedule, but largely because the focus of the week was not really on design writ large, but rather interior design. Sure, there were a few events that focused on social issues (what I am interested in) like the Design With Dialogue session on Designing a Future for our Future, but mostly it was focused on one area of a large field.

And thus, interior design was left to represent all of design.

So why does this matter? It matters a lot because when people hear the term design, most of what was presented this week fits with that perception. The problem is that design is so much more than that. It is about making things, creative thinking and problem tackling (design thinking), social innovation, and responsive planning for complex situations. Architects, business leaders, military strategists, social service agencies and health promoters all engage in design. Indeed, Herbert Simon‘s oft-quoted and often contested definition fits nicely here:

Everyone designs who devises courses of action aimed at changing existing situations into preferred ones

If one accepts that we are all designers and all of what we create and use for change is design, than a week devoted to the topic should offer much more than innovative concepts in furniture or flooring. Yet, this high-concept style showcase is what most people think about when they first hear design. Give people a choice between a Philippe Stark Juicy Salif citrus juicer and creating a trades-based, social change curriculum for low-income kids such as the work by Emily Pilloton as the example of design and they will probably guess think Stark over Pilloton, when both are equally valid examples.

Evaluation (another area I focus my work on) is equally fraught with perception problems. If you want to raise someone’s blood pressure or heart rate, tell them that either they or their work will be the focus of an evaluation. Evaluation may be the longest four-letter word in the English language. Yet, tell someone that you have a strategy that can enable people to learn about what they do, its impact, and provide intelligence on ways to improve, adapt and outperform their competitors and you’ll find an inspired audience for evaluation services.

Lastly, complexity presents the same challenge. It’s very name — complexity — can make people shy away from it. As humans, we crave the simple in most things as it is easier to understand, manage and control. Complexity offers none of these things and, if anything, reveals how little control we have. Entire fields of inquiry have been established around complexity science and its related theories and practices. Complexity can help us make sense of why things don’t work as we think they ought to and allow us to better navigate through unpredictable terrain with greater resilience than if we tried to tackle such problems as if they were linear in their cause and consequence.

In all of these cases — design, evaluation and complexity — there exists a PR problem. The advantages that they pose are tremendous, yet these concepts are frequently misunderstood, dismissed, or inappropriately used . When this happens, it creates even greater distance between the potential benefits these concepts offer and their real-world application.

This distance is partly an artefact of poorly articulated definitions and examples, but also by design (no pun intended). There are those who relish having these concepts appear opaque to those outside of their social cluster. Thus, we have the ‘superstar designer’ who seeks to create products and personas that are built upon their rarity, rather than accessibility. There are evaluators who exploit the fear that people have of evaluation and lack the understanding of the methods and practices of evaluation (vs concepts like research or innovation consulting) to gain contracts and social influence within their field. Complexity, with its foundations in physics and systems biology, can appear to the layperson as otherworldly, making its practitioners and scientists seem all the more powerful and smart. These tactics benefit a small ‘elite’(?) number of professionals, while robbing a far larger audience of the potential benefits.

In 1969, then president of the American Psychological Association, George Miller, implored members to “give psychology away“. His message was that psychology was too important to be left just to the professional, graduate-trained practitioners to use. If psychology was to confer social benefits, it was necessary to ensure that everyone had access to it — it’s theories, methods, models and treatments. It is perhaps no surprise that psychology remains one of the most popular undergraduate degree programs in the arts and social sciences and the focus of television shows, magazines and and an array of services. Miller was commenting on the need to change a field that he perceived was becoming elitist and not serving the needs of society.

The same might be true of design, evaluation and complexity if we let it. It’s not a surprise that these three concepts are intimately tied together, as those training to apply design thinking and strategic foresight learn. Perhaps its time to start giving these ideas away, but to do so we first need to rehab their image and apply some design thinking and brand development strategy to all three ideas. As practitioners in any or all of these fields, giving away what we do by educating, reinforcing, and ensuring that the work we do is of the highest quality is a way to lead by example. None of us is likely to change things by ourselves, but together we can do wonders.

For those interested in evaluation, I suggest catching up on the AEA365 blog sponsored by the American Evaluation Association, where evaluation bloggers and practitioners share ideas about how to practice evaluation, but also how to communicate it to others. For those interested in design, I would encourage you to look at places like the Design Thinkers LinkedIn group, where practitioners from around the world discuss innovations and way to promote and apply design thinking. A similar group, and opportunity, exists with the Systems Thinking LinkedIn group or by joining the Plexus Institute, which does considerable work to promote complexity and systems thinking in North America.

Photo: I (Heart) PR by The Silfwer used under Creative Commons Licence from Flickr.


Common Sense, Complexity and Leadership

Bye, Bye Common Sense

Great leaders are often ascribed traits that include ample common sense. But what passes for common sense is often a grab bag of miscellaneous, inconsistent ideas that are context dependent and less useful in the complex environments where leadership is called for most. 

common sense |ˌkɑmən ˈsɛns|

noun

good sense and sound judgment in practical matters: use your common sense | [ as modifier ] : a common-sense approach.

Today Research in Motion announced that its founder Mike Lazaridis and his co-CEO Jim Balsillie would be relinquishing their roles with the company. In their place, a ‘pragmatic, operational-type guy ‘was installed. Presumably, Thorsten Heins has the common sense to lead RIM after the founders lost theirs. Yet, the pragmatic, common sense that RIM is looking for might not be what they need given the complexity of the environment they are leading in.

Common sense is a false lure in complex systems. In his recent book, Everything is Obvious *Once You Know the Answer, social network researcher  and Yahoo! Research scientist Duncan Watts eloquently critiques the concept of common sense, illustrating dozens of times over how “common sense” doesn’t fare so well in decisions that go beyond the routine and into the complex. Indeed. the very definition of the term implies that the problems that common sense works towards addressing are relatively simple and pragmatic.

Certainly, navigating daily social conventions might lend itself well to what we might call common sense. Watts refers to sociologist Harry Collins’ term ‘collective tacit knowledge‘ that is encoded in social norms, customs and practices of a particular world to describe common sense. However, what becomes common is a byproduct of many small decisions, dynamic and flexible changes to perspective, an accumulation of knowledge gained from small experiments over time, and the application of all of this knowledge to particular, context-dependent, situations. This constellation of factors and its interdependent, contextual overlap is why artificial intelligence systems have such a difficult time mimicking human thought and action. It is this attention to context that is most worth noting for it is this context that keeps common sense from being anything but common:

Common sense…is not so much a worldview as a grab bag of logically inconsistent, often contradictory beliefs, each of which seems right at the time but carries no guarantee of being right any other time.

Watts goes on to argue:

Commonsense reasoning, therefore, does not suffer from a single overriding limitation but rather from a combination of limitations, all of which reinforce and even disguise one another. The net result is that common sense is wonderful at making sense of the world, but not necessarily at understanding it.

Thus, we often concoct a narrative about the way something happens that sounds plausible, rational and be completely wrong. Throughout the book, Watts shows how often mistakes are made based on this common sense approach to solving problems.

When it comes to RIM, some have pointed to the late Steve Jobs’ assertion that they would have difficulty catching up to firms like Apple given that the consumer market is not their strength, the enterprise market is. Yet, Steve Jobs didn’t let the fact that Apple was a computer company stop him from making music players (the iPod), mobile phones (the iPhone) or becoming book, music and movie vendors (iTunes). A read of Steve Jobs’ biography by Walter Isaacson reveals a man who was able to lead and be successful through what appeared to be common sense, yet was decidedly uncommon among media and technology leaders. That is why Apple is where it is and why so many other technology companies lag behind them or simply disappeared.

The reason is that common sense in leadership looks as simple in hindsight only, not in foresight or even in the present moment. This is one of the big points that Watts makes. He uses the example of Sony’s MiniDisc system that, when introduced, had all of the hallmark features of the innovations that Apple introduced (novel, high quality, portable, smaller, visible advantages over the alternatives), yet it was a spectacular failure. Canadian management consultant Michael Raynor has called this the strategy paradox. When qualities such as vision, bold leadership, and focused execution — all the commonsensical aspects of great leaders — are applied to organizations it can lead to great success (Steve Jobs and Apple) or resounding failures (RIM?).

Strategic flexibility, making small adjustments consistently, and imaging scenarios for the future in an ongoing manner are some of the potential ways to limit the damage from common sense (or use its advantages more fully). This requires feedback mechanisms and close monitoring of program activities, developmental evaluation, and a willingness to tweak programs and design on the go (what I call: developmental design) . It’s not a surprise that this incremental approach to development is consistent with the way change is best produced in a complex adaptive system.

By recognizing that common sense is less than common and is certainly not consistent, program designers, developers, evaluators and other professionals will be better positioned to provide true leadership that addresses challenges and complexity rather than adds to the complexity and creates more problems.

Photo: Goodbye to Common Sense Space by Amulet Dream from Deviant Art


The Complexity of Planning and Design in Social Innovation

The Architecture of Complex Plans

Planning works well for linear systems, but often runs into difficulty when we encounter complexity. How do we make use of plans without putting too much faith in their anticipated outcome and still design for change and can developmental design and developmental evaluation be a solution? 

It’s that time of year when most people are starting to feel the first pushback to their New Year’s Resolutions. That strict budget, the workout plan, the make-time-for-old-friends commitments are most likely encountering their first test. Part of the reasons is that most of us plan for linear activities, yet in reality most of these activities are complex and non-linear.

A couple interesting quotes about planning for complex environments:

No battle plan survives contact with the enemy – Colin Powell

In preparing for battle I have always found that plans are useless, but planning is indispensable – Dwight D. Eisenhower

Combat might be the quintessential complex system and both Gens Powell and Eisenhower knew about how to plan for it and what kind of limits planning had, yet it didn’t dissuade them from planning, acting and reacting. In war, the end result is what matters not whether the plan for battle went as outlined (although the costs and actions taken are not without scrutiny or concern). In human services, there is a disproportionate amount of concern about ‘getting it right’ and holding ourselves to account for how we got to our destination relative what happens at the destination itself.

Planning presents myriad challenges for those dealing with complex environments. Most of us, when we plan, expect things to go according to what we’ve set up. We develop programs to fit with this plan, set up evaluation models to assess the impact of this plan, and envisage entire strategies to support the delivery and full realization of this plan into action. For those working in social innovation, what is often realized falls short of what was outlined, which inevitably causes problems with funders and sponsors who expect a certain outcome.

Part of the problem is the mindset that shapes the planning process in the first place. Planning is designed largely around the cognitive rational approach to decision making (PDF), which is based on reductionist science and philosophy. Like the image above, a plan is often seen as a blueprint for laying out how a program or service is to unfold over time. Such models of outlining a strategy is quite suitable for building a physical structure like an office where everything from the materials to the machines used to put them together can be counted, measured and bound. This is much less relevant for services that involve interactions between autonomous agents who’s actions have influence on the outcome of that service and that result might vary from context to context as a consequence.

For evaluators, this is problematic because it reduces the control (and increases variance and ‘noise’) into models that are designed to reveal specific outcomes using particular tools. For program implementers, it is troublesome because rigid planning can drive actions away from where people are and for them into activities that might not be contextually appropriate due to some change in the system.

For this reason the twin concepts of developmental evaluation and developmental design require some attention. Developmental evaluation is a complexity-oriented approach to feedback generation and strategic learning that is intended for programs where there is a high degree of novelty and innovation. Programs where the evidence is low or non-existent, the context is shifting, and there are numerable strong and diverse influences are those where developmental evaluations are not only appropriate, but perhaps one of the only viable models of data collection and monitoring available.

Developmental design is a concept I’ve been working on as a reference to the need to incorporate ongoing design and re-design into programs even after they have been initially launched. Thus, a program evolves over time drawing in information from feedback gained through processes like evaluation to tweak its components to meet changing circumstances and needs. Rather than have a static program, a developmental design is one that systematically incorporates design thinking into the evolutionary fabric of the activities and decision making involved.

Both developmental design and evaluation work together to provide data required to allow program planners to constantly adapt their offerings to meet changing conditions, thus avoiding the problem of having outcomes becoming decoupled from program activities and working with complexity rather than against it. For example, developmental evaluation can determine what are the key attractors shaping program activities while developmental design can work with those attractors to amplify them or dampen them depending on the level of beneficial coherence they offer a program. In two joined processes we can acknowledge complexity while creating more realistic and responsive plans.

Such approaches to design and evaluation are not without contention to traditional practitioners, leaving questions about the integrity of the finished product (for design) and the robustness of the evaluation methods, but without alternative models that take complexity into account, we are simply left with bad planning instead of making it like Eisenhower wanted it to be: indispensable .


Merry Christmas 2011

Light Up This Holiday Season

As we begin to say goodbye to 2011 and hello to the holidays that greet the end of one year and the beginning of a new one, I am writing to wish all my visitors and reader the warmest wishes for health, happiness, creativity, joy and love in these times. 

Christmas has been a special time for most of my life. In my family, the creative spirit is expressed most at the holidays with decorations, food, and the giving of gifts and time to each other and themselves. We read, watch movies, sleep, and care for ourselves and each other in ways that sometimes get a little neglected the rest of the year.  It’s the kind of spirit that, like many of the holiday songs suggest, really should be with us all year long. It’s also a time of gratitude for the things we have, a time of memoriam for those we lost or neglected, but mostly about the joy of coming together and giving of ourselves.

CENSEMaking has been a wonderful forum for expression, exploration of ideas, and a space to share reflections on what I see as the intersection of systems thinking, design, health and the ways we learn through engaging with it all. Thanks to all who’ve share their thoughts on the posts and added to them. It’s inspiring to consider how powerful the Internet is a force for sharing ideas, learning from each other, and meeting new people and I learned that more than ever this year.

For those of you celebrating Christmas, may it be merry.

For my friends of the Jewish faith, may your Hanukah celebrations continue with joy and light.

For those who are not of any particular faith tradition, may you find much in life to celebrate just because we don’t need a holiday to make our world bright.

In the bigger system of interactions, these small acts of kindness and good intention can make a substantial impact.

Complexity science shows us how small things working in consort can produce large effects.

Design offers us the means to channel these good acts and intentions into something positive.

And the act of creation is a sign of health.

How we make sense of it all is what brings us to life.

The warmest wishes of the season to all of you. — Cameron


What is Developmental Evaluation?

Developmental evaluation (DE) is a problematic concept because it deals with a complex set of conditions and potential outcomes that differ from and challenge the orthodoxy in much of mainstream research and evaluation and makes it difficult to communicate. At a recent gathering of DE practitioners in Toronto, we were charged with coming up with an elevator pitch to describe DE to someone who wasn’t familiar with it; this is what I came up with. 

Developmental evaluation is an approach to understanding the activities of a program operating in dynamic, novel environments with complex interactions. It  focuses on innovation and strategic learning rather than standard outcomes and is as much a way of thinking about programs-in-context and the feedback they produce. The concept is an extension of Michael Quinn Patton’s original concept of Utilization Focused Evaluation with concepts gleaned from complexity science to account for the dynamism and novelty. While Utilization Focused Evaluation has a series of steps to follow (PDF), Developmental Evaluation is less prescriptive, which is both its strength and its challenge for describing it to people (things I’ve discussed in earlier posts).

So with that in mind, our group was charged with coming up with a way to explain DE to someone who is not familiar with it using anything we’d like — song, poetry, dance, slides, stories and beyond. While my colleague Dan chose to lead us all in song, I opted to go with a simple analogy by comparing DE to a hybrid of Trip Advisor and the classic Road Trip (due to lack of good vocalizing skills).

Trip Advisor has emerged as one of the most popular tools for travellers seeking advice on everything from hotel rooms to airlines to resorts and all the destinations along the way. Trip Advisor is averaging more than 13 million unique visitors per month and, unlike its competitors, focuses on user-generated content to support its service. Thus, your fellow travellers are the source of the recommendations not some professional travel agent or journalist. At its heart are stories of varies tones, detail and quality. People upload various accounts of their stay, chronicling even the most minute detail through photos, links to their blogs, video, and narrative. If you want to get the inside details on what a hotel is really like, check Trip Advisor and you’ll likely find it.

However, like any self-organizing set of ideas, the quality of the content will vary along with the level of reportage and the conclusions will be different depending on the context and experience of the person doing the reporting. For example, if you are a North American who is used to having even the most basic hotel chain offer a room with full-service linens, a bathroom, closet, desk and separate shower, you’ll have a hard time adjusting to something like EasyHotel in Europe.

The Road Trip part (capitalization intended here to denote something different than a regular trip by road), denotes the experience that comes from a journey with a desired destination, but not a pre-determined route and only a generalized timeline. A Road Trip is something that is more than just traveling from Point A to Point B, which is usually accomplished by taking the shortest route, the fastest route or a combination of the two; rather it is a journey. Movies like National Lampoon’s Vacation (and, European Vacation), Thelma and Louise, Harold & Kumar Go to White Castle, and (surprise!) Road Trip all capture this spirit to some effect. I suppose one might even find a more grim example of a Road Trip in the Lord of the Rings Trilogy or The Road.

Road Trips have a long history and are not just a North American phenomenon as this article from the Indian Newspaper, The Hindu reports in some detail:

“Road trips are fun when they are not planned point-to-point. As long as you have accommodation booked, that is enough. Its better not to have agendas; get as spontaneous and adventurous as you can. My friends and I went on a road trip to Goa last year. It was loads of fun as it was the first time we took off on our own without parents. To me, it was more than just a trip with friends. It showed that I could take care of myself and that I was now a grown-up, free to do what I wanted,” says Siddharth, who is doing his engineering.

The idea of spontaneity and adventure are part of the process, not an unexpected problem to be solved like in a traditional evaluation. Indeed, some of these unplanned and unusual departures are not only part of the learning, but essential to it. It is akin to what Thor Muller describes as planned serendipity; you might not know what is going to come, but it is possible to set the conditions up to increase the likelihood of and preparedness for moments of discovery and learning. This is like setting out on a journey with a mindset of developmental and strategic learning to fit with what Louis Pasteur stated about discovery:
Chance favours the prepared mind
Thus, as Developmental Evaluators and program implementation leaders we are creating conditions to learn en route to a general destination, but without a clear path and an open mind towards what might unfold. This attention to the emergence of new patterns and then the sensemaking to understand what these new patterns mean in the context to which they emerged and the goals, directions and resources that surround the discovery is a important facet of what separates Developmental Evaluation from other forms of evaluation and research.
So in describing DE to others, I proposed combining these two ideas of Trip Advisor and the Road Trip to create: Road Trip Advisor.

Road Trip Advisor for Developmental Evaluation

Road Trip Advisor would involve going on a journey that has a general destination, but with no single path to it. Along the way, the Developmental Evaluator would work with those taking the journey with him — likely the program staff, stakeholders and others interested in strategic learning and feedback — and systematically capture the decision points to take a particular path, the process that unfolded in making decisions, the outcomes or events connected to those decisions inasmuch as one can draw such linkages, and then continually dialogue with the program team about what she or he or they are seeing, sensing and experiencing. This includes what innovations are being produced.
Returning to the article on road tripping from The Hindu:
“Road-tripping is a great way to bond with the people you are travelling with and I would strongly recommend it to people. It not only makes you appreciate yourself as an individual but is an amazing experience as you get to meet new people, know different cultures and sample different cuisines. I can never forget biking on sleet, riding though torrential rains, gobbling hot rotis at dhabas, the beautiful snow-capped mountains and guy talk with friends on the trip,” says Dheeraj, who recently went to Ladakh.
Here the focus is on relationships, learning new things and taking that learning onward. That is what DE is all about. My colleague Remi illustrated this in our meeting by having us all spread out throughout the room and go through a pantomime-type skit where he collected information from each participant about where the wisdom was and then bringing this person along for the journey. So as he started out alone as the Developmental Evaluator, he wound up at the destination of wisdom with everyone.
Road Trip Advisor requires documenting the journey along the way, sharing what you learn with others, and continuing learning and revisiting your notes — while checking out what notes others have (including use of evidence from other projects and academic research) — and integrating that together on an ongoing basis.
But as my other colleagues pointed out in their presentations, the journey isn’t always about feeling good. Sometimes there are challenges as the Hindu article adds:

all is not hunky dory during these trips. You have to be way about accidents and mishaps. And, realise that freedom comes with responsibility. Says Arjun: “I had borrowed my friend’s bike for the trip, and though it looked good, it gave problems on the foothills of Kodaikanal and we couldn’t do the climb. Being a weekend, there were no mechanics. It helps to know your machine. A passion for road-tripping is not enough. You need to be equipped to take care of yourself also.”

Here, the story parallel is about being prepared. Know evaluation methods, know how to build and sustain relationships and to deal with conflict. A high tolerance for ambiguity and the flexibility to adapt is also important. Knowing a little about systems thinking and complexity doesn’t hurt either. Developmental evaluation is not healthy for those who need a high degree of predictability, are not flexible in their approach, and adhere to rigid timelines. Complex systems collapse under rigid boundary conditions and do evaluators working with such restrictions in developmental contexts.

So why do people do it? “Well, my memories of my favourite road trip were an injured leg, chocolates, beautiful photographs and a great sense of fulfilment,” recalls Arjun.

It is youngsters like these who have transformed road-tripping from just a hobby to an art.

After all, friendship and travel is a potent combination that you can’t say no to.

 In DE, the “youngsters” are everyone. But as we (my DE colleagues) all pointed out: DE is fun. It is fun because we learn and grow and challenge ourselves and the programs that we are working with. It’s collaborative, instructive, and promotes a level of connection between people, programs and ideas that other methods of evaluation and learning are less effective at. DE is not for everyone or every program and Micheal Quinn Patton has pointed this out repeatedly. But for those programs where innovation, strategic learning and collaboration count, it is pretty good way to journey from where you are to where you want to go.

Systems Thinking and the Design of Empathy

Leadbeater's Systems Thinking - Empathy Grid

Scalability is an issue that faces practitioners in systems and design. How do we design systems at scale and if so, what might they look like.

Charles Leadbeater has been on a mission to find ways to make large organizations — particularly those in the social sector – more innovative. Leadbeater, like many social innovators, is hard to pin down to a single title or role. He is at once a researcher, a designer, a systems thinker, and a urbanist. Like most innovators, all and none of these descriptors truly fit.

Leadbeater was in Toronto earlier this week to speak on the issue of innovation in cross-sector collaboration for public good at the MaRS Discovery District. If you’ve seen Leadbeater speak (consider the talks on TED here or elsewehere), you’ll know that you’re in for some English-style self-depricating humour alongside of much about the manner in which people engage in change actions within a system. You’ll also get a lesson in social design, the kind that Victor Papanek advocated for.

To my delight, Leadbeater did not disappoint. Unlike other talks, the value came less from a focused “take home message” and more in a way of conceiving social systems through the combined lens of systems and design thinking (my terms, not his). At the heart of his talk was the challenge we face with building systems and empathy at scale. When things interact, eventually they become understood within a set of boundary conditions and interact, thus making a system. The system in turn begins to establish rules (or rather, the rules determine the system). These emergent properties thus shape the way the system operates or, in social situations, governs or guides the actions of those within it.

The problem is that at certain scales the very factors that create positive social relations, that is those that yield tangible emotional, resource, or informational benefits for one or more parties, get warped under the changes in that scaling. Thus, we have the countless stories of a beloved small business grown in a confined community that becomes a multinational corporation and, in doing so, loses the intimacy and connection to its customers in the process. Companies do this, government organizations show this, and so do cities.

The more one designs for the humans within the system in ways that create meaningful engagement, the greater the empathy. Yet deep empathy is often founded upon intimacy, which is something that is difficult to scale. Leadbeater illustrates the various ways in which firms and cities have addressed this on the graph above. In each case, there are examples that fit. In business for example, there is Ryanair, which embodies a highly structured system with low empathy (top left corner).  Opposed to that is the local farmer’s market where one gets to know their grower, experience high mutual empathy, but in a manner that is unique, idiosyncratic and non-systematic in most ways. The challenge is how to design organizations at  scale from the cosy-ness of the Farmer’s Market without becoming a Ryanair.

It struck me that the food service industry might be one of the areas where the scalability can be achieved. For example, Starbucks is a gigantic corporation with shops worldwide, yet it still manages to create a very homey, local feel at each one. In the mornings I go to the gym I stop by a location to get a smoothie and my server always remembers my order. At the location near where I take classes, they gave me a free drink because they couldn’t get the computer to take off my 10 cent reusable cup discount. In each location, the benefits were not just in customer service, but in the chit-chat and relationships that I develop with the staff. It’s not like I am speaking to owner-operators at some of the great independent coffee shops around my city, but it is close.

The Starbucks experience was thought through, intentional and thus, by design. We can do this with other systems. The key is whether or not the systems themselves are aware enough to know when they have, indeed, become systems. Starbucks today could not be empathic in exactly the same way as it was when it was a one-shop place at Pikes Market in Seattle. But it can create something similar, which is parallel to Simon’s notion that design is about the science of the artificial.

I’ve been developing and advocating for an approach to creating scale — in time and scope — that I call developmental design. A developmental design approach means shifting and changing over time and designing things in a manner that adjust to the complexities associated with dynamic systems. It brings together complexity, systems, design and the detailed feedback mechanism that comes through developmental evaluation. Leadbeater’s grid helps add to this concept by giving a focus to the development, from one level of empathy to another and one systemic scale to another.

Through thinking in systems and acting through design, perhaps then we can create the kinds of services and organizations that respond to the challenges we face.

And designing for empathy will help us know when we’ve achieved it.


Quid nunc cogitat? In search of a definition of design thinking

Design Thinking?

Design thinking is a concept that has gained much purchase in the creative industries and beyond, but what does it mean and does it matter?  Determining an answer to this question might mean the difference between advancing it further or ending the concept’s use altogether.

The Latin form of the question of “what is design thinking?”, quid nunc cogitat?,  asks about what is design thinking now? It implies a sense that design thinking is a moveable, dynamic concept and might better illustrate its true nature than trying to develop a singular definition.

I’ve been struck by the concept of design thinking for some time and this week I began a two-year journey towards a Masters degree in design at OCAD University in Toronto where the concept will be placed at the centre of the curriculum. Perhaps not surprisingly, the first course of the program is Business and Design Thinking. This was the first week of classes and after spending a few days with my classmates it might be expected that this group of mid-career professionals interested in design thinking might have a clear idea of what it is that sits at the centre of their studies, but that hasn’t been the case.

Nor was it the case a few weeks ago at the Design Thinking unconference that I posted on earlier where people from across North America (and beyond) gathered to spend two days discussing the subject. It seems that no matter where I look, whatever books I read, the answer to the question of what is design thinking seems elusive. All these design thinkers and no definition to unite them.

The simplest answer to the question of what it is might be : it is what designers think about when they work.

And a designer might be: anyone who creates something with a conscious intent.

While these might suffice for cocktail parties, they are unsatisfying to those of us who seek to explore the concept of design thinking further than the hors d’oeuvre tray.

Among the best examples of what design thinking is about are conveyed through metaphors, like the Periodic Table of Design (twice!) or the design enzyme, both by social designer Andrea Yip. Roger Martin and others have considered design thinking to be a form of abductive reasoning around complex problem solving. Richard Buchanan suggests that this is the kind of thinking that is applied to wicked problems.

These examples either illustrate the concepts in specific terms or generalized ways of thinking, but do not in themselves provide a definition of design thinking. It seems we are very good at delineating the key elements of design thinking (Andrea Yip), the ways of approaching design problems (Roger Martin) or defining the types of problems that design thinking works best at addressing (see Richard Buchanan), but we are less good at saying what it is.

Perhaps we are left with the paradoxical answer and question posed by Faith No More

What is it? It’s it.

Sudhir Desai has argued that we need terms that have little or no prior meaning to define what design thinking is, lest we risk creating more confusion resulting from pre-conceptions like the words “design” (design what?) and “thinking” (isn’t it about ‘doing’ things too?). Taken further, this argument suggests that we will not find a suitable definition using the existing terms.

I am not so sure. There is another road to take. Consider DT’s close peer, systems thinking. Although not uncontested, many systems thinkers and scientists agree that systems thinking refers to a class of theories, methods and tools that address systems-level issues in a coherent manner. Complexity science, system dynamics, soft-systems methodologies, and cybernetics are among the fields that fall under the broader systems thinking rubric. This organization is best articulated in Michael Jackson’s 2003 book on Systems Thinking, cited in the Censemaking library.

Another good example (also in the library) is the work by evaluators Bob Williams and Richard Hummelbrunner on systems concepts in action. In this concise and articulate work, the authors illustrate the various concepts that fall within the larger realm of systems thinking in a manner that allows people to appreciate the breadth and depth of the concept and its multiple ways of understanding systems.

Design thinking may be ready to make the leap to this style of conceptualization. Rather than seek to kill the term and replace it with something else, as some have argued, perhaps its time to expand it while putting the effort forward towards articulating its components and the relations between them rather than seeking to come up with a gold-standard definition that suits everyone. The latter idea is one that has already suggested its doomed to fail.

Using this example,  design thinking might be ripe to be re-defined as an umbrella term to support concepts like human factors design, plan-do-study-act approaches to change, and strategic foresight. Rather than design thinking be conceived of as a specific thing, it might be better off described as a set of things of which design and thinking are two of the central, unifying features.

Leaving my first full day of school, I walked a classmate to the subway and we discussed this fuzziness with the term and, prior to us parting said “it really is making things with some intent behind it, isn’t it?” to which the response was “yeah, pretty much “. Behind what seemed like a pat answer on both of our parts is a sense that we know design thinking is real and offers something of value that other concepts do not. That is the reason why the search for a definition is important and why this is not just an academic exercise in semantics, but a larger journey for understanding the role creativity plays in finding and addressing problematic issues and how we can better tackle them all.

So perhaps the new definition for design thinking now is: it is what creative people seek to find a definition for.


Design Thinking and the Metaphors of Science

The Chemistry of Creation

There is a certain way in which things come together to create a successful design (or relationship) that is often chalked up to “chemistry”. But design chemistry could mean something both literal and evolving just like biological organisms if we take the concept to its fullest. 

Metaphors are commonly used in tackling complex problems. The uniqueness of the situation, the level of detail of the manner by which the influencing factors coalesce, and the multidisciplinary ways of seeing the problem in the first place all present a problem of language, thus using oblique comparators can often fill the gap.

Science and mathematics have the advantage of being closer to ‘universal’ languages than many of the other forms of communication we share as a species (Leibniz’s ideas notwithstanding). They are less (not completely) influenced by cultural variations and local differences and can be shared globally. It is for this reason that the the prospect for a means of communicating concepts like design through science has appeal. As Andrea Yip has pointed out, design itself can be transformed into chemistry using the periodic table as a guide to serve as a more universal metaphor for understanding the way design thinking is experienced and practiced.

Chemistry is the study and creation of the bonds of the universe. More specifically, it is:

the science of matter, especially its properties, structure, composition, behavior, reactions, interactions and the changes it undergoes.

As a metaphor for design thinking it works beautifully. Through the Periodic Table of Design Thinking we see an attempt to lay out the properties of design thinking, map out the structure and explain their composition. Through practice and reflection we will see how these compounds play out in the design process.

Another scientific metaphor that takes up the charge from where chemistry leaves off is from developmental biology:

 the study of the process by which organisms grow and develop

In the case of this metaphor, design thinking is the organism. Just as an organism, made of chemical compounds interacting over time, evolves, so too does the design process and the thinking that comes with it. In this case, metaphors like those proposed by Ms Yip and the concept of developmental design fit harmoniously.

Designing for and with complexity requires attention to a dynamism that can be lost if one takes the approach that product development happens at only stage of its life cycle. For many products this might be appropriate, but it falls short when we describe social design issues such as creating policies or social programs such as those found in health and education. I’ve referred to this concept as developmental design. Developmental design, like developmental evaluation, implies an evolved, dynamic approach to generating knowledge or outcomes and while I only loosely conceived of it in a way that matched developmental biology, it may be time to revisit that more intently. Designing developmentally means working through the design process on an ongoing basis, like perpetual beta in the software industry. It means evolving strategies for adaptation rather than solving problems because true solutions to wicked problems are often more dream than reality.

Taking the chemistry metaphor, it means that the ingredients, dosage and combinatorial mixes change over time in the production of a new compound or design. They may require catalysts — such as the inclusion of new perspectives or a particular discipline — to provoke certain reactions and move ideas into new space. It may also involve the same type of intervention from the designer to bring these chemicals to life. The chemist is not removed from her creation.

All of these are metaphors, yet they provide us with a means of taking the messiness of the language, something discussed in previous posts, to a new place until we can find the language that is most appropriate. Until that time, science might offer one of the better means of conveying design, complexity and the creativity that comes when we apply them both to generating products and services.

Photo Chemistry! by matfred used under Creative Commons Licence from Flickr.


The Art of Complexity and Public Health

 

“Art is an intimation of the fundamental reconciliation of contradicting possibilities” – Joel Upton

Without contradiction, there is no art. Art itself is about juxtaposing ideas, tensions, concepts and working with form and space. The artist, whether consciously or not, is balancing contradictions in space, medium and form to challenge themselves and their audience to explore an idea, a feeling, concept or all three.

Engaging with art is about beholding. To behold requires focus, attention and some enthusiasm for the subject matter (knowledge doesn’t hurt much either). It requires time to contemplate the elements above and explore the contradictions and the perspective of the artist and the beholding audience. Health promotion and social change is full of contradictions. For example, how to promote freedom and self-determination while ensuring appropriate regulation to protect those who’s self-determined choices put others at risk? How do we create community and common space while respecting diversity and uniqueness — including those perspectives that don’t support commonly held values?

The list can go on. Art and the art of beholding can offer some ways to address this complexity through contemplative inquiry and learning about perspective and perspective taking.

Claude Monet in painting the Maintee sur la Siene did so from the river in his boat. By being on the river Monet was able to gain a perspective that is fundamentally different than had he painted from the shore, which he also did in other works. To behold Monet’s painting yields insights that cannot be gained by simply passing the image over.

Spending time before the work yields perspectives that cannot be obtained through mere casual observation. One is immune to the overlaying circles, the misty cornering of the Siene, or the fact that nearly all of the painting exists in reflection. When one looks at the painting in the context of others using the same angle and different colour shades, we see that this is a work that is distinct. Searching through the various forms of the work, one sees new layers of possibility and complexity emerge as the tones change, the textures shift and the intensity of the work alters. The version held at the Mead Art Museum at Amherst College, where Professor Upton teaches, is particularly complex in how subtle the reflections and use of colour and texture are parlayed on the canvas.

Learning more about Monet at the time he did this painting, his life, the fact that it wasn’t like he painted it from the water, he DID paint it from the water.

But we might have known that had we not spent the time in contemplation of the painting. Got to know it, and understand it deeply. Submitted ourselves to the work with a level of intimacy that can only be obtained through the act of contemplation and engagement with the art. The longer one beholds the work and sees the various forms within it, the greater the complexity that emerges — qualities unknown or unknowable without the contemplation of the work in depth.

Monet knew that he had to survive, to produce a work of art that was in demand and could sell. He had to survive, but also did art to ensure that people were inspired and challenged. His wrestling with contradiction, his application of knowledge to a medium, and the expression of his creativity through both is what made him one of the most widely renowned impressionist painters who ever lived.

Health promotion is about contradiction. It deals with complexity all the time. How do we inspire change in others and still support self-determination? How can we change a system when that system has no single voice? How do we get individuals to do what we want, yet simultaneously respect what they want?

Health promotion also seeks to respect diversity, but at the same time, what does it do to truly understand this diversity? Do we take the time to get to know the communities it deals with. Really, truly know these communities. Do we give the time to be intimate with them?

My experience is sadly, no. In public health we use focus groups — which were initially designed to focus a research question, not serve as a means of research unto itself — to generalize from a group-think scenario to an entire community and then claim that we know them. Really? Is this beholding? Is this the kind of contemplative inquiry that makes sense for public health.

Could we learn more from artists? Our methods certainly could (see art of public health), but perhaps the way of the artist is also something we could learn more from.


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