heuristics for becoming a learning organisation
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Heuristics for Becoming a Learning Organisation
Karl Scotland @kjscotland http://KarlScotland.com http://AvailAgility.co.uk
Descriptive not
Prescriptive
Heuristic: involving or serving as an aid to learning, discovery, or problem solving by experimental and especially train-and-error methods. of, or relating to exploratory problem-solving techniques that utilise self-educating techniques (as the evaluation of feedback) to improve performance
Mirriam-Webster Dictionary
Heuristics Replace Rules
we need a clear rule for when (or who) can break the rules and heuristics that apply on the other side of the boundary. If you have to break the rules then that is OK, it will happen, but you have to then follow the heuristics.
cognitive-edge.com : Rules is Rules, Jan 29 2013
Disorder
Complicated Knowable Causality Good Practice Sense – Analyse Respond
Simple Known Causality Best Practice Sense – Categorise - Respond
Complex Retrospective Causality Emergent Practice Probe – Sense - Respond
Chaotic Incoherent Causality Novel Practice Act – Sense - Respond
Orde
red
Unord
ered
Cynefin
Heuristics Support Substitution
a simple procedure that helps find adequate, though often imperfect answers to difficult questions. The word comes from the same root as eureka.
Daniel Kahneman
Consider the letter K. Is K more likely to appear as the first letter in a word OR as the third letter?
Heuristics Guide Towards New Possibilities
rules of thumb – that guide us towards a solution by way of organised exploration of the possibilities.
Roger Martin
The Knowledge Funnel
Mystery
Heuristics
Algorithm
Validity
Reliability
Inductive - what is
Deductive – what must be
Abductive – what might be
Flow
Value
Potential
Study
Share
Stabilise
Sense
Search
System
Interventions Impacts
What systemic problem, difficulty or frustration are we trying to address, and who is experiencing it?
System
Outputs … create Outcomes … which have Impact
More stories like this… Fewer stories like that…
What stories might be told about the work going through a perfect process which has reliability and efficiency?
Flow
Impacts
What stories might be told about the work creating an unbeatable product which has validity and effectiveness?
Value
Impacts
What stories might be told about the work being done by passionate people who have flexibility and euphoria?
Potential
Impacts
Flow Value Potential Process Product People Reliability Validity Flexibility Efficiency Effectiveness Euphoria
Study the context Share the understanding Stabilise the work Sense the capability Search the landscape
What could be done to learn more about customer and stakeholder needs, the resultant demand, and how that demand is processed?
Study
Interventions
Customer
Demand
Proc
ess
Empathy Interviews
Demand Analysis
Value Stream Mapping
What information is important to share, and how can tokens, the inscriptions on them, and their placements, create a common understanding?
Share
Interventions
Dimensions
! Scope ! Time ! People ! Cost ! Quality ! Priority ! Status ! Capability
! Demand ! Value ! Issues ! Risks ! Constraints ! Dependencies ! Assumptions ! ?
TIPs
Token Inscription Placement
What policies could help limit work in process, and remove unnecessary or unexpected delays or rework?
Stabilise
Interventions
Policies
! WIP Limits ! Definitions of Done/Ready ! Scheduling ! Classes of Service ! Defects ! Cadences
What measures and meetings might create insights and guide decisions on potential interventions?
Sense
Interventions
ODIM
Outcome Decisions Insights Measures
Do it fast
Do the right thing
Do it right
Do it on time Keep doing it
Cadences
! Scheduling ! Planning ! Reporting ! Reviewing
! Retrospection ! Releasing ! Learning ! ?
What small experiments could be run to safely learn the impact of different interventions?
Search
Interventions
Double Loop Learning
Results Strategies & Techniques Assumptions
Background: What do you want to learn and why?
Frame the Experiment: What is your Problem Statement?
Write the Problem Statement from the Define worksheet here. What pain or problem is being experienced?[Customer Segment] needs a way to [describe job to be done], (because|but|surprisingly) [describe insight].
Hypothesis to Test
[Specific repeatable action] will create [expected result].Is this hypothesis falsifiable?
Experiment Details
Describe the experiment you plan to run and how you are going to attempt to falsify your hypothesis.
Safety: How is the experiment safe to run?
Describe how the experiment is safe to run.Describe how you will recover from running the experiment upon completion or if you discover it isn’t safe to run.
Measures
What will you measure to invalidate your hypothesis?What will you measure to indicate the experiment is safe to run?What will you measure to indicate you should amplify the experiment?Measures can be Qualitative and Quantitative.
Experiment Backlog
Stack ranked list of actions needed to run the experiment.
Next Steps: Given what you learned, what’s next?
Experiment Results and Learnings
Describe what you learned from the experiment? Did you invalidate your hypothesis or does it live on?
Experiment Name:
Owner:
Mentor: Date:V 1.0
If we can’t generate 5-10 options for a solution it means we are overly constrained and have too little diversity.
Jabe Bloom
http://kanban-thinking.net
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Thank You! Karl Scotland @kjscotland http://KarlScotland.com http://AvailAgility.co.uk http://kanban-thinking.net
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