Operations

Work Quality

Work Quality Jonathan Poland

Work quality refers to the value or merit of the work that is being performed by an individual, team, or organization. It is a measure of the effectiveness and efficiency of the work being done, and can be evaluated in a variety of ways depending on the specific context and goals of the work.

One important aspect of work quality is the quality of task completion. This refers to the level of accuracy, thoroughness, and attention to detail that is demonstrated in the work being performed. For example, if an employee is responsible for completing a series of tasks as part of a project, their work quality might be evaluated based on their ability to complete these tasks in a timely and accurate manner, and to adhere to established quality standards.

Another important aspect of work quality is the quality of interactions. This refers to the way in which individuals or teams communicate and collaborate with one another, as well as with external stakeholders such as clients or vendors. For example, an organization might evaluate the work quality of a team based on the effectiveness of their communication and collaboration, as well as their ability to build and maintain positive relationships with others.

Finally, work quality can also be evaluated based on the quality of deliverables. This includes the final products or services that are produced as part of the work being done, such as reports, presentations, or products. The quality of deliverables can be evaluated based on a variety of factors, including their accuracy, clarity, and overall value to the organization or its customers.

In summary, work quality is a critical consideration in managing the performance of programs, projects, vendors, and individuals. It is a measure of the effectiveness and efficiency of the work being done, and can be evaluated based on a variety of factors including the quality of task completion, interactions, and deliverables. By focusing on improving work quality, organizations and individuals can increase their efficiency and effectiveness, and ultimately contribute to the success of their team or organization.

The following are common types of work quality.

  • Fit For Purpose – Work products that are fit for purpose, meaning that they achieve objectives efficiently.
  • Conformance to Requirements- Required features and functions are delivered to requirements and non-functional requirements.
  • Completeness – Work is complete with nothing missing.
  • Correctness – Work that is free of bugs and errors.
  • Accurate – Work is accurate and credible.
  • Diligence – Work is prepared with careful and persistent effort. For example, documents that are well researched.
  • Professional – Consistency with the norms and practices of a profession. For example, a lawyer who uses legal terms accurately.
  • Communication – The quality of communication such as presentations and documentation.
  • Compliance – Compliance with regulations and standards.
  • Controls – Work conforms to the internal controls of an organization such as a project that follows proper financial controls in managing budget.
  • Best Practices – Work conforms to the practices of an industry or profession. For example, a document that would be held in high regard if it were reviewed by peers.
  • Risk – Reasonable efforts were made to identify and manage risk. For example, a construction job that is conducted safely.
  • Integration – Work that is well integrated with other elements of the business such as business processes.
  • Usability – Delivered work is comprehensible and usable.
  • Customer – Service interactions are positively received by customers. If customers aren’t happy, every reasonable effort was made to correct the situation.
  • Relevant – Delivered work has commercial relevance and value to the business.

Self-Assessment

Self-Assessment Jonathan Poland

Self assessment is the process of evaluating one’s own work performance and identifying areas for improvement. This can be a valuable tool for employees to understand their strengths and weaknesses, and to set goals for their personal and professional development.

There are several key benefits to self assessment. First, it allows employees to take ownership of their own performance and to identify areas where they can improve. This can help to build self-awareness and self-management skills, and can also help employees to understand their role within the larger organization.

Second, self assessment can help to improve communication and collaboration within a team or organization. By evaluating their own performance and sharing this information with their manager or colleagues, employees can better understand the needs and expectations of others and can work together to identify opportunities for improvement.

Finally, self assessment can help to build trust and credibility within an organization. By demonstrating a commitment to continuous learning and improvement, employees can show that they are committed to their own professional development and to the success of the organization.

Overall, self assessment is a valuable tool for employees to understand their own strengths and weaknesses, to set goals for their personal and professional development, and to build trust and credibility within their organization. By engaging in regular self assessment, employees can take an active role in their own development and can contribute to the success of their team and organization.

Some examples of self-assessment include:

  1. Identifying areas where you have exceeded performance expectations and areas where you have fallen short
  2. Assessing your own communication skills and identifying ways to improve
  3. Evaluating your time management skills and setting goals to improve your efficiency
  4. Reflecting on your teamwork and collaboration abilities and identifying ways to better support your colleagues
  5. Evaluating your leadership skills and setting goals to become a more effective leader
  6. Assessing your problem-solving abilities and identifying ways to improve your approach to challenges
  7. Reflecting on your ability to adapt to change and identifying ways to become more flexible and resilient
  8. Assessing your level of professionalism and setting goals to maintain high standards in your interactions with others
  9. Evaluating your ability to provide excellent customer service and identifying ways to improve your approach
  10. Reflecting on your attention to detail and setting goals to maintain a high level of accuracy in your work
  11. Assessing your ability to work effectively under pressure and setting goals to improve your resilience
  12. Evaluating your organizational skills and setting goals to become more efficient and effective
  13. Reflecting on your ability to maintain confidentiality and setting goals to ensure you uphold this important responsibility
  14. Assessing your level of job knowledge and expertise and identifying opportunities to further your education and skills
  15. Evaluating your ability to build and maintain relationships with clients and colleagues and setting goals to improve these skills
  16. Reflecting on your ability to handle conflict and setting goals to become more effective at resolving disputes
  17. Assessing your level of attendance and punctuality and setting goals to improve in these areas
  18. Evaluating your ability to provide feedback and setting goals to become more effective at giving and receiving feedback
  19. Reflecting on your ability to maintain a positive attitude and setting goals to stay motivated and engaged in your work
  20. Assessing your ability to maintain a safe and clean work environment and setting goals to improve in this area.

Performance Goals

Performance Goals Jonathan Poland

Performance goals are targets or objectives that are set for an employee’s work, typically in collaboration with their manager. These goals are often established at the beginning of a business year or quarter, and are used to evaluate the employee’s performance at the end of the performance period. Performance goals can be related to a variety of factors, including productivity, quality of work, customer service, teamwork, and leadership.

These goals are important because they provide employees with clear benchmarks to strive for, and they are often used as part of the performance evaluation process to determine promotions, compensation, discipline, and dismissals. By setting performance goals, employees have a clear understanding of what is expected of them and can work towards meeting or exceeding these expectations. The following are examples of performance goals.

Productivity

Productivity is the amount of work you produce in an hour, week, month or year.
Deliver 4 designs to clients each month.

Efficiency

Efficiency is the amount of resources consumed for an output.
Reduce the cardboard used in packaging by 12% by introducing an algorithm that efficiently matches orders to box size.

Revenue

If you are in a position to increase revenue, this is often a primary type of goal.
Increase sales of our line of premium men’s belts by $590k with promotional campaigns.

Cost Reduction

Reduction of unit or overhead costs.
Reduce the unit costs of our peanut products by securing long term supply contracts with local organic farmers.

Customer Satisfaction

Customer satisfaction is a commonly captured metric that is based on asking customer’s to rate their experience after an interaction such as a purchase or return. If you can measure your performance in terms of customer satisfaction, this tends to be convincing.
Achieve average customer satisfaction of 91% for customer inquiries.

Management

Directing and controlling teams, often measured in terms of the team’s goals.
Deliver systems for the intranet redesign project. Measurements: stakeholder satisfaction, cost, on-time delivery, project quality metrics such as first month production incidents.

Change Management

Change management is the process of driving forward change in an organization in the face of resistance, negative politics and defeatism.
Quickly recognize and promote talent, creativity and effort and sideline mediocrity, defeatism and poor ethics. Measurement: exceed all goals communicated to stakeholders

Process Improvement

Increasing the productivity, efficiency, quality or yield of repeated processes.
Improve the sales process to include an approval step for special discounts and large irregular deals that will detect low profitability relative to risk. Measurement: improve gross margins to 29.5% and reduce unprofitable accounts by 25% over three years.

Internal Controls

Internal controls are processes and procedures that ensure that business is conducted in the best interests of stakeholders.
Establish an independent compensation committee that will review the job level and salary of all new hires above level 8 to ensure that salary and authority is consistent with their career history. This is intended to prevent inflated salaries and job titles.

Business Capabilities

Business capabilities are things that your business can do. These are typically viewed as competitive strengths. Developing or improving business capabilities is an extremely common type of performance goal.
Improve the quality of our menu items, reduce cost and supply risk by baking our own bread in the kitchen each morning. Measurement: reduce bread cost by 10%, improve customer satisfaction with sandwich taste by 22%.

Risk Management

Risk management is the process of identifying and treating risk. The results of risk management can be measured as a dollar value of reduced risk exposure.
Reduce risk exposure related to supply chain disruption by $22 million by diversifying suppliers.

Compliance

Compliance is the process of ensuring that you don’t violate laws, regulations and standards as an organization. The best way to do this is to set and achieve internal standards that are far greater than the minimums set out by government.
Improve the safety of our children’s bicycle helmets with redesigns of models that have performed poorly in testing. Target: achieve the highest safety score of all models on the market from all of the top three safety testing labs.

Human Resources

Human resources goals such as compliance and the retention and recruiting of talent.
Measure employee satisfaction by team and aggressively communicate this information to the entire organization to encourage managers to improve employee retention. Goal: reduce attrition to less then 3% for high performers.

Recruiting

Goals related to recruiting such as filling roles quickly, improving the performance of new hires and reducing recruiting costs.
Improve our ability to recruit talent from top 200 universities in key fields by engaging candidates more early in the annual university recruiting cycle. Measurement: percentage of filled positions, average performance ratings of university recruits

Procurement

Procurement is the process of purchasing materials, parts, components, products and services. This is essential to revenue, cost, quality and compliance.
Push supplier A to improve the quality of part A by plating it with titanium without a price increase. This is forecast to reduce product returns by 9% with benefits to product ratings and customer satisfaction.

Project Management

The management of projects is either measured in terms of project objectives or the objectives of a project management office.
Deliver project to requirements, budget and schedule. Measurements: schedule variance, budget variance, stakeholder feedback.

Business Analysis

Delivering analysis such as requirements documents.
Engage stakeholders to develop and deliver requirements for the data center cooling efficiency project. Measurement: requirements acceptance by end of Q1.

Leadership

Leadership is influencing others to get people moving in the same direction to achieve a goal. This requires no authority and can be practiced by any employee at any level of an organization.
Take the lead to investigate and fix the root cause of product quality problems by engaging customer service and operations teams.

Visibility

Increasing your visibility in your organization and/or industry.
Join monthly governance meetings, actively participate and take on valuable action items. Measurement: attendance rate, action items completed

Networking

The process of connecting with people to build out your personal network.
Attend industry conferences to meet customers, competitors and industry experts. Measurement: attend at least 2 conferences this year.

Organizational Culture

Organizational culture are intangible elements of firms that impact organizational performance such as norms, habits and expectations. Improving organizational culture is typically an executive or management role.
Create a means for frontline operations and customer service representatives to share wins, improvements and inspiring stories with the rest of the organization. Target: discover and communicate at least one story at each all-hands meeting this year.

Governance

Governance is the oversight of organizations, departments, programs or business functions.
Review IT projects with a collective budget of more than $2 million to ensure financial discipline, compliance and information security. Measurement: reduction in the severity and frequency of project cost overruns, compliance violations and information security incidents.

Product Quality

The quality of tangible products that are sold to customers.
Improve the formulation of our ice cream products to remove chemical additives without reducing customer perceptions of taste and quality. Measurements: formulation free of chemicals, customer perceptions of taste and quality, unit costs, sales improvement on launch to market.

Service Quality

The quality of intangible value delivered to customers.
Improve the quality of business class flight service with upgrades to service practices, food and amenities. Measurement: customer satisfaction improvement to 75% or higher.

Work Quality

Work quality is the value of work that you produce.
Improve the quality of designs to improve client acceptance rate to 25%.

Design

Traditional design such as graphic design, user interface design and product design or the use of design thinking to solve business problems.
Redesign the sales system to improve its usability and learnability. Measurement: feedback from administrators, sales managers, sales people and new employees.

Creativity

Creativity is the process of developing non-obvious value. This is a talent that some professionals demonstrate on a fairly consistent basis and others never demonstrate. Creativity can be measured in terms of business results that exceed mediocrity.
Develop a product label that strongly catches the eye and is perceived as premium by our target market. Target: greater than 60% on market testing questions – “which of these products is most noticeable?” and “which of these products is the most expensive?”

Innovation

Goals to take leaps forward with brave experimentation that may fail.
Make use of recent advancements in composite materials to develop at vehicle platform that is at least 4x stronger than the closest competition.

Knowledge

Developing valuable knowledge.
Develop competitive intelligence to predict the direction of the product roadmaps of our primary competition.

Communication

Communication such as presentations, meetings and reporting.
Improve weekly security reports to more vividly communicate urgent issues to management. Measurement: stakeholder feedback

Public Relations

Communications to external stakeholders such as investors, regulators, communities and media representatives.
Conduct a product roadshow to create awareness of the superior efficiency of our new line of solar panels. Measurement: reach at least 10,000 media representatives, investors and industry insiders in one-on-one conversation, media coverage generated by events, feedback from participants.

Public Speaking

Live verbal and visual communications to groups. In many cases, an employee has a goal to gain public speaking experience in preparation for moving higher in an organization.
Deliver talks at developer conferences to promote our platforms, technologies and best practices. Measurement: complete at least three talks, audience feedback

Decision Making

Making a pending decision or improving decision making processes.
Improve the project approval process by developing a return on investment analysis for prospective projects.

Problem Solving

Solving a problem or improving the process of solving problems.
Analyze the root cause of flight delays out of New York and take action to these reduce delays by at least 50% next year.

Time Management

Making better use of time. This is usually measured as reduction in the time it takes to complete a repeated activity.
Reduce the overhead of the requirements gathering phase of projects to one hour per story point by introducing and continuously improving a requirements discovery canvas that quickly surfaces key issues.

Automation

Introducing technologies such as scripts that automate manual work to reduce toil.
Automate the conversion and packaging of client deliverables such as images, templates and code to reduce the average duration of this activity to 20 minutes or less.

Software Development

Developing applications or systems.
Develop a tool that automatically calculates gross margins for a sales proposal.

Measurement

Developing metrics and other measurements that increase visibility into things such as performance, risk, compliance or customer experience.
Measure the new revenue rate of business units to provide visibility into which areas are growing organically. Measurement: deliver weekly report with full coverage of business units by start of Q2.

Operations

Operations are the core revenue generating processes of a firm. These are often heavily optimized and measured using management accounting.
Improve the throughput of production line #4 by 15% by replacing industrial robots at workstation #6 that have been identified as bottlenecks.

Customer Service

The goals of frontline customer service managers and representatives.
Improve customer service by checking in groups of more than 5 people before they arrive so that tour bus crowds are quickly cleared from the lobby. Measure: 100% of groups checked in before they arrive, time how long it takes to clear a crowd from a tour bus from the lobby before and after the new process.

Customer Relationships

Building relationships with customers.
Contact all new customers 14, 30, and 45 days of purchase to ask if they have any questions or problems. Measurement: 100% of customers contacted to discuss purchase, percentage of customer issues and questions that are resolved.

Sales

The primary goal of salespeople and teams is usually to close deals with secondary goals such as customer retention.
Close deals representing $50,000 in MRR in the quarter.

Marketing

Marketing is the entire process of bringing goods to market and selling them including elements such as product development, promotion, branding, pricing and distribution. Marketing has a rich set of metrics that are typically used to measure goals.
Develop a creative campaign that raises top of mind brand recognition to 25% for the product category “energy drink.”

Sustainability

Governments and businesses are in a unique position to do more than generate propaganda for causes but to actually physically change the world in a positive or negative way. Sustainability is the goal of making the world a better place or at least reducing the damage your organization does to the environment and quality of life.
Replace our entire delivery fleet with electric vehicles powered with renewable clean sources of electricity. Measurement: reduction of emissions of harmful gases and particles.

Feedback Loop

Feedback Loop Jonathan Poland

A feedback loop is a process in which the output of a system is used as input to adjust the system’s behavior or performance. Feedback loops can be found in a wide range of systems, including biological, social, and technical systems, and they play a crucial role in the regulation and stability of these systems.

There are two types of feedback loops: positive and negative.

  1. Positive feedback loops: Positive feedback loops amplify the output of a system, leading to an increase in the input. For example, in a microphone, the sound waves that are picked up by the microphone create an electrical signal that is amplified and sent back through the speaker, creating a feedback loop.
  2. Negative feedback loops: Negative feedback loops reduce the output of a system, leading to a decrease in the input. For example, in a thermostat, the temperature sensor detects the ambient temperature and sends a signal to the heating or cooling system to adjust the temperature. If the temperature is too high, the system will turn off or reduce the temperature, and if the temperature is too low, the system will turn on or increase the temperature.

Feedback loops can have a number of benefits, including:

  1. Regulation: Feedback loops can help regulate and maintain the stability of a system by providing a mechanism for adjusting the system’s behavior or performance.
  2. Improvement: Feedback loops can help identify and address problems or issues within a system, leading to continuous improvement.
  3. Learning: Feedback loops can help individuals or organizations learn from their experiences and make adjustments accordingly.

In summary, a feedback loop is a process in which the output of a system is used as input to adjust the system’s behavior or performance. There are two types of feedback loops: positive, which amplify the output of a system, and negative, which reduce the output of a system. Feedback loops can help regulate and maintain the stability of a system, identify and address problems or issues, and facilitate learning.

Cause and Effect

Cause and Effect Jonathan Poland

Cause and effect is a concept that refers to the relationship between an event (the cause) and a subsequent result (the effect). When an event occurs, it can have a range of consequences or effects, which can be positive, negative, or neutral. Understanding cause and effect is important in a variety of contexts, including science, decision-making, and problem-solving.

There are several ways to identify cause and effect relationships:

  1. Observation: By carefully observing and analyzing a situation, individuals can identify the events or factors that precede or follow a particular outcome.
  2. Experimentation: Conducting controlled experiments allows individuals to manipulate a single variable (the cause) and observe its effect on a particular outcome.
  3. Correlation: Correlation refers to the statistical relationship between two variables, which can indicate a causal relationship if other possible causes are ruled out.

Understanding cause and effect can help individuals:

  1. Predict outcomes: By understanding the factors that contribute to a particular outcome, individuals can make more accurate predictions about what will happen in the future.
  2. Make informed decisions: Understanding cause and effect can help individuals identify the potential consequences of their actions and make more informed decisions.
  3. Solve problems: Identifying the root cause of a problem can help individuals develop effective solutions that address the underlying issue rather than just the symptoms.

In summary, cause and effect refers to the relationship between an event and a subsequent result. It can be identified through observation, experimentation, and correlation, and understanding cause and effect can help individuals predict outcomes, make informed decisions, and solve problems. The following are illustrative examples of cause and effect.

Material

A chair breaks when you sit on it because it is made of a weak material.

Cause: weak material
Effect: chair breaks

Actions

A chair breaks because you jump on it.

Cause: jump
Effect: chair breaks

Ideas

You jump on a chair because you think it looks strong.

Cause: you overestimate the strength of a chair
Effect: chair breaks

Design

A chair is poorly designed such that its legs aren’t structurally stable so that it breaks when you sit on it.

Cause: poor design
Effect: chair breaks

States

A french fry is too hot when you eat it so you burn your tongue.

Cause: heat
Effect: burn

Motivation

You eat breakfast because you’re hungry.

Cause: hungry
Effect: eat

Chance

Chance is an event that occurs relatively randomly. For example, getting hit by lightning may be caused by your actions such as walking outside. However, it is mostly viewed as a chance event that is bad luck because the probability of being struck by lightning is relatively low even if you are walking in a storm.

Cause: chance
Effect: hit by lightning

Multiple Causes

There is often more than one cause of an effect. For example, you get a bad score on a test because you didn’t study and you ate poorly before the test such that your brain wasn’t optimally nourished.

Cause: failure to study, poor diet
Effect: poor test result

Sequence of Events

Multiple causes that are related to each other. For example, you fall off your bike and go to the hospital. The hospital is unusually busy and you wait 6 hours to see a doctor. You get home late and therefore have no time to study for a test the next day resulting in a poor score.

Cause: fall off bike, hospital busy, long wait, no time to study
Effect: poor test result

Butterfly Effect

The butterfly effect is the observation that a seemingly trivial event can lead to a completely different set of outcomes such that a butterfly flapping its wings can theoretically transform the future. For example, a slippery spot on a soccer field could be the difference in a player’s stability during a shot that results in missing the net, losing a game and not winning the World Cup. This may influence an entire nation. In a world without the slippery spot, the goal might have been scored, the World Cup won and the spirits of a nation lifted. Examples like this can be taken extremely far whereby small seemingly meaningless events can theoretically result in a completely different future.

Minor Cause: slippery spot
Ultimate Effect: losing world cup, influences the mood of a nation possibly leading to a significantly different future

Chain Reaction

A string of cause and effect such as a car that hits the car in front of it causing that car to hit the car in front of it. In this case, the first in the string of events is considered the cause.

Cause: car hits car
Effect: multiple cars hit each other resulting in damage

Root Cause

It is common for a cause to create a chain of secondary causes such that complex relationships exist between causes. In this case, it is useful to attempt to determine the root cause that is the primary cause of many events. For example, a poorly designed touch screen navigation system in an automobile may lead drivers to be distracted leading to multiple accidents. In each case, the accident looks like human error but each has a deeper root cause in the design of the user interface.

Cause: poorly designed user interface
Effects: distracted drivers, accidents

Probabilities

In many cases, the cause of events is unclear with multiple suspected causes. In this case, probabilities for each suspected cause may be estimated to determine a likely cause. For example, a biologist may estimate a 40% probability that a particular disease is causing trees in a forest to die.

Cause: disease (40% probability)
Effect: trees dying

Concurrent Causes

In many cases, there are more than one significant causes for an effect. For example, a forest may die because of shifts in climate, weather events and a disease with all playing a contributing role.

Causes: climate change, weather events, disease
Effect: dying forest

Arrow of Time

Arrow of time is the principle that time moves in a single direction such that causes occur before effects in time. For example, if you buy slippery shoes, wear slippery shoes, it rains, you go for a walk, you slip on wet pavement the first event in this chain is likely to be the root cause.

Root Cause: bought slippery shoes
Effect: slipped

Immediate Cause

An immediate cause is the closest significant cause to the effect in time. If you slip on wet pavement, the immediate cause is that your feet failed to grip the pavement. Focusing on immediate causes can be counterproductive as it is usually the root cause that is important to improving things.

Immediate Cause: feet failed to grip pavement
Effect: slipped

Unintended Consequence

An unintended consequence is an action or idea that produces results you never intended or imagined. For example, a manufacturer develops a new softer plastic by introducing new chemicals into the manufacturing process. This plastic gets used in a wide variety of food products such that the chemical leaches into food. Within a decade, a large percentage of a population have the new chemicals in their bodies. It is then discovered that the chemicals cause a series of diseases.

Cause: new chemical in plastic
Effect: disease

Self-Fulfilling Prophecy

A self-fulfilling prophecy is a prediction that causes itself to be true. For example, a science fiction book that imagines a future technology. This fictional technology enters the popular imagination until one day it is finally implemented to become a reality.

Cause: prediction
Effect: prediction comes true

Synchronicity

Synchronicity is the theory that coincidences can have meaning. For example, a student is applying for university and can’t decide between nursing and engineering. On the day they need to send in the application they run into their a relative who is a nurse. The relative tells the student in passing conversation about the stresses of their job in a way that sounds like they regret their career choice. The student finds this strange that they should accidentally receive this information on the exact day that the decision is to be made. The student decides this must be meaningful and they choose to go into engineering.

Cause: coincidence to obtain information exactly when you need it
Effect: influences a decision, thought process or idea

Vicious Circle

A vicious circle is a situation where a problem creates other problems that creates other problems such that a situation becomes worse and worse. In this situation it is important to identify and address root causes. For example, a student has a poor diet and eats too much sugar. This leads to an difficulty in concentrating at school. This leads to behavioral problems. This leads to getting expelled from school. This leads to a negative self image and so on.

Root Cause: poor nutrition
Effect: difficultly concentrating, behavioral problems, negative self-image

Virtuous Cycle

A virtuous cycle is a situation where a positive leads to other positives that lead to other positives such that things seem to easily work out well. For example, a student loves to read. This makes them better at writing, expressing themselves and making decisions. This gives them better grades and leads to more educational choices. This leads to connections with talented peers and teachers. This leads to more learning and so on.

Cause: passion for reading
Effects: better at writing, decision making improved, grades improved, educational opportunities, opportunities to engage talented peers and so on.

Big Picture Thinking

Big Picture Thinking Jonathan Poland

“The big picture” refers to the broadest possible perspective that can be taken in a thought process. Big picture thinking is the ability to consider the broader context or implications of a situation, rather than focusing solely on the details or immediate concerns. It involves looking beyond the surface level of a problem or issue and considering the long-term effects or consequences.

Big picture thinking can be beneficial in a variety of settings, including business, decision-making, and problem-solving. It allows individuals to see the bigger picture and understand how their actions or decisions fit into the larger scheme of things. By considering the bigger picture, individuals can identify patterns, trends, and underlying causes that may not be immediately apparent.

There are several ways to cultivate big picture thinking, including:

  1. Reflecting on past experiences: Examining past experiences can help individuals identify patterns and trends that may not be immediately obvious.
  2. Seeking diverse perspectives: Consulting with others who have different backgrounds, experiences, or viewpoints can help broaden one’s perspective and consider a wider range of possibilities.
  3. Asking “why” and “what if” questions: Asking “why” and “what if” questions can help individuals consider the underlying causes and potential consequences of a situation.
  4. Practice mindfulness: Being present in the moment and focusing on the bigger picture can help individuals make more mindful and strategic decisions.

In summary, big picture thinking is the ability to consider the broader context or implications of a situation. It can be beneficial in business, decision-making, and problem-solving by helping individuals understand how their actions fit into the larger scheme of things and identify patterns, trends, and underlying causes. Cultivating big picture thinking can involve reflecting on past experiences, seeking diverse perspectives, asking “why” and “what if” questions, and practicing mindfulness. The following are illustrative examples.

Foundational Knowledge

Foundational knowledge is information that is broadly applicable to a domain. This tends to be theoretical and hands-off. For example, a university computer science program that teaches students about fundamentals such as the computational complexity of algorithms as opposed to specifics such as how to use a particular cloud platform. Learning specifics without foundational knowledge tends lead to confusion whereby an individual is doing work they don’t fully understand.

Think Global, Act Local

Think global, act local is the practice of considering the global impact of your actions. For example, a product design team for a laundry detergent that considers the fact that millions of kilograms of the product may end up in waste water each year. This may lead to biodegradable formulations that contain no harmful substances based on a principle such as waste is food.

Brainstorming

Brainstorming is the process of generating ideas without a filter. It is common to ask as many people as possible to participate to generate outside ideas that may have value. This progresses to a process of evaluating ideas down to a shortlist. For example, a furniture company that brainstorms ideas for a new chair as opposed to beginning with assumptions such as a need to redesign an existing model.

Assumptions & Constraints

Avoiding unnecessary assumptions and constraints. For example, an automotive company that defines itself as a “transportation company” in a mission statement to avoid marketing myopia whereby they view the product as the mission as opposed to the value that they create.

First Principles

Thinking that begins with first principles that you know to be true or that you hold to be true. For example, a firm that begins a product development initiative with the principle that a new product has to serve customer needs and have a unique and valuable market position. This can be compared with focused thinking such as starting with the idea that you need to develop a new organic coffee product.

Strategic Thinking

Strategic thinking is planning that seeks to win in the long term. This can be contrasted with reactive or tactical approaches that only consider winning the current battle. In this context, the long term is the big picture. For example, a society that invests in new energy infrastructure that is more efficient and clean as opposed to giving subsidies to old energy industries that aren’t as clean.

Root Cause Analysis

Root cause analysis is the process of identifying the root cause of problems as opposed to addressing symptoms. For example, a jogger who finds that their knees are often sore who invests in a pair of highly cushioned running shoes in an attempt to lower the stresses on their knees. This can be compared to addressing the symptoms of the problem such as taking a pain reliever.

Design Thinking

Design thinking is the practice of looking at almost everything as a design problem. This often involves big picture thinking whereby you redesign systems to solve problems. For example, an office administrator who finds that office supplies always disappear during back to school season who implements a system whereby employees order supplies online for next day delivery that creates an audit trail of usage.

Systems Thinking

Systems thinking is the process of considering the broadest impact of changes. For example, a firm that begins to aggressively monitor employee communications and physical movements might considered big picture issues such as how this may damage the relationship of trust that exists between the firm its employees.

Innovation

Innovation is the process of seeking leaps forward in value as opposed to gradual improvement. This almost always requires a view of the big picture whereby an individual is able to challenge the status quo with approaches that violate commonly held assumptions.

Creativity

Creativity is the ability to create non-obvious value. This is a process of divergent thinking whereby an individual considers broad ideas outside of the conventional thinking of a domain.

Last Responsible Moment

Last responsible moment is the strategy of delaying work and decisions as late as possible without creating unreasonable risks. This avoids wasting time or making poor decisions if something in the big picture changes. For example, an author who doesn’t write a word until they’ve got the entire plot of a story worked out in their head.

Analysis Paralysis

Analysis Paralysis Jonathan Poland

Analysis paralysis, also known as “paralysis by analysis,” is a phenomenon that occurs when individuals or groups become so focused on analyzing and evaluating information or options that they become unable to make a decision or take action. It is a common problem that can occur in both personal and professional settings, and it can have serious consequences, including reduced productivity, missed opportunities, and increased stress and frustration.

There are several factors that can contribute to analysis paralysis, including:

  1. Too much information: When individuals or groups are presented with an overwhelming amount of information, it can be difficult to sift through it all and determine what is relevant and important. This can lead to indecision and a sense of being overwhelmed.
  2. Perfectionism: Some individuals may have a tendency towards perfectionism, which can lead them to try to consider every possible option and outcome before making a decision. This can be especially problematic when the stakes are high or the decision has significant consequences.
  3. Fear of making the wrong decision: It is natural to want to avoid making mistakes, but when individuals or groups become overly concerned about making the wrong decision, it can lead to indecision and inaction.
  4. Group dynamics: Analysis paralysis can also occur in group settings, where individuals may be reluctant to take action or speak up due to fear of being judged or ostracized. This can lead to a lack of consensus and a lack of progress.

To overcome analysis paralysis, it can be helpful to:

  1. Set clear goals and priorities: Having a clear sense of what you want to accomplish can help you focus your analysis and decision-making efforts.
  2. Establish a decision-making process: Establishing a clear and structured process for evaluating options and making decisions can help you avoid getting bogged down in too much analysis.
  3. Seek outside perspectives: Consulting with others, such as colleagues or mentors, can help you gain additional insights and perspectives that may help you make a decision.
  4. Practice mindfulness: Focusing on the present moment and letting go of perfectionistic thinking can help you make more mindful and effective decisions.

In summary, analysis paralysis is a common problem that can occur when individuals or groups become overwhelmed by the amount of information they are presented with or become overly concerned about making the wrong decision. To overcome analysis paralysis, it can be helpful to set clear goals and priorities, establish a decision-making process, seek outside perspectives, and practice mindfulness.

The following are illustrative examples.

  • Ambiguity: Many individuals and organizations have trouble dealing with ambiguity such that they find it difficult to act in an environment of uncertainty. For example, a product development group that finds it difficult to design a new product before they know what a large competitor is planning.
  • Consensus: The process of consensus building can consume a lot of resources and time without adding much value. For example, a creative director who needs to get five different business units to agree to a website design may consume months on this process with compromises only making the site less consistent and usable.
  • Resistance to Change: Situations where members of a team would like to derail an initiative such that their contributions are not helpful but are designed to complicate and delay. For example, an administrator who suggests that you need a preliminary committee to make recommendations for the establishment of a planning committee.
  • Abstraction: An individual or team that is stuck in abstract ideas that are too far detached from the realities at hand. For example, a product development team who knows a feature will be popular with customers but spends months trying to decide if it will add to the “holistic customer experience.”
  • Creating Problems: Considering highly theoretical problems that don’t yet exist. For example, an urban planning committee that worries that improving a park might lead to “gentrification” because a nice park might raise property values.
  • Complexity: Considering too many variables in a decision. For example, an environmentalist who considers extremely remote and unlikely impacts of a clean energy project that has large benefits to ecosystems as compared to the practical alternatives.
  • Big Thinking: Inventing big solutions to small problems. For example, an IT team that feel they need to buy a multi-million dollar product and integrate it with 50 systems to accomplish a simple task such as managing sales contacts.
  • Fear of Failure: Avoiding decisions out of a desire to avoid failure. It is often better to try, fail a little and improve than to spend too much time looking for a “can’t fail” strategy.

What is the Iterative Process?

What is the Iterative Process? Jonathan Poland

An iterative process is a method of working through a problem or project by repeating a series of steps, each of which brings the solution closer to completion. Iterative processes are commonly used in a variety of fields, including software development, design, and problem-solving, and are characterized by their focus on continuous improvement and refinement.

Benefits of iterative processes:

There are a number of benefits to using iterative processes, including:

  • Flexibility: Iterative processes allow for the incorporation of new information and changing requirements as the project progresses, enabling organizations to be more responsive and adaptable.
  • Increased efficiency: By allowing for the continuous improvement of processes and solutions, iterative processes can help organizations to identify and eliminate inefficiencies and streamline their operations.
  • Improved quality: Iterative processes allow for the identification and correction of problems and errors early in the process, resulting in a higher quality final product or solution.
  • Enhanced collaboration: Iterative processes often involve frequent communication and collaboration among team members, which can lead to better teamwork and a more cohesive final product.

Challenges and considerations:

While iterative processes have many benefits, there are also a number of challenges and considerations that organizations must address in order to effectively implement and manage them. Some of these include:

  • Resource allocation: Iterative processes often require frequent reassessment and reallocation of resources, which can be time-consuming and require careful planning.
  • Communication: Maintaining clear communication and keeping all stakeholders informed during an iterative process can be a challenge, especially in larger organizations or those with distributed teams.
  • Risk management: Iterative processes involve a certain level of risk, as they involve the continuous testing and refining of ideas and solutions. Organizations must have a plan in place to manage and mitigate this risk.

Implementation and best practices:

To effectively implement an iterative process, organizations should follow a number of best practices, including:

  • Clearly define the goals and objectives of the project or problem to be solved.
  • Establish a clear roadmap for the iterative process, including milestones and deliverables.
  • Identify and involve key stakeholders in the process.
  • Establish clear roles and responsibilities for team members.
  • Set up systems for communication and collaboration, such as regular meetings and updates.
  • Implement a process for continuously reviewing and refining the solution or project as it progresses.
  • Establish a risk management plan to identify and mitigate potential problems or setbacks.

Examples of iterative processes:

There are many examples of iterative processes in various fields, including:

  • Software development: Iterative processes are commonly used in software development, where they allow for the continuous testing and refining of code as it is developed.
  • Design: Iterative processes are also commonly used in design, where they allow for the continuous improvement and refinement of designs as they progress.
  • Problem-solving: Iterative processes can be used to solve complex problems by breaking them down into smaller steps and continuously refining the solution as new information becomes available.

Conclusion:

Iterative processes are a valuable tool for organizations looking to improve efficiency, increase quality, and enhance collaboration. While they present some challenges and considerations, careful planning and implementation can help organizations to realize the full benefits of this approach.

The following are illustrative examples.

  • Social Processes: Social processes can be iterative such as a series of negotiation sessions that progress towards an agreement.
  • Process of Discovery: A process where you discover your end-goals as you go. For example, a high school student who tries a variety of subjects each year and begins to slowly focus on areas where they discover a talent or interest.
  • Feedback Loops: A feedback loop is a system or situation where change brings about feedback that can be used to evaluate the change. For example, an ice cream company that is always putting potential new products in front of customers to gain their feedback, improve products and repeat.
  • Trial & Error: The process of trying something that may fail and then learning from failures and successes to try again. This is essentially an experiment that may not apply the full processes of the scientific method. For example, a child who makes a paper airplane, throws it and makes design changes based on how well it flew.
  • Prototypes: Creating throwaway or evolutionary prototypes of a product or service. Typically viewed as an iterative process of improvement based on trial & error and feedback loops.
  • Practice: Practice is an iterative process of performing an activity many times in order to learn and develop talents. Practice generates knowledge of performance and knowledge of results that can be used to improve.
  • Iterative Refinement: The process of advancing the quality of a work product by creating many versions of it with the goal of improving with each version. For example, a painter who begins with sketches before creating a painting. Painters are known to repeat the same work several times in order to reach a higher state of refinement.
  • Iteration: Iteration is a basic structure of computer code that repeats a series of instructions until some condition is met. For example, computer code that loops through a telecom customer’s call records to generate a long distance phone bill.

Process Automation

Process Automation Jonathan Poland

Introduction:

Process automation refers to the use of information systems to automate business processes in order to improve efficiency and productivity. Automation can be applied to various types of processes, including manufacturing, administrative, marketing, supply chain management, and customer service or sales. While process automation has the potential to significantly improve the efficiency and effectiveness of business operations, it also introduces new challenges and considerations that organizations must carefully address.

History of process automation:

The use of automation in manufacturing can be traced back to the early 20th century, with the introduction of assembly lines and automated machinery. In the decades that followed, automation became increasingly common in manufacturing and other industries, as organizations sought to improve productivity and reduce costs.

In the 1980s and 1990s, the growth of computers and the internet led to the development of new types of process automation, including the automation of administrative and business processes through the use of software applications. In recent years, the advancement of artificial intelligence and machine learning has further expanded the potential for process automation, enabling organizations to automate increasingly complex tasks and decision making processes.

Benefits of process automation:

There are numerous benefits that organizations can realize through the implementation of process automation. Some of the most significant benefits include:

  • Increased efficiency and productivity: Automation can eliminate the need for manual, labor-intensive tasks, allowing employees to focus on more valuable, higher-level work. This can lead to increased productivity and efficiency.
  • Improved accuracy and consistency: Automated processes are less prone to error than manual processes, which can improve the accuracy and consistency of output.
  • Reduced costs: Automation can help organizations reduce labor costs, as well as other costs associated with manual processes such as errors and rework.
  • Improved customer satisfaction: Automated processes can lead to faster turnaround times and more consistent service, improving customer satisfaction.

Challenges and considerations:

While process automation has many benefits, there are also a number of challenges and considerations that organizations must address in order to successfully implement and maintain automated processes. Some of the key challenges and considerations include:

  • Initial investment: Automating processes often requires a significant initial investment, including the cost of hardware, software, and training.
  • Change management: Automating processes often involves significant changes to the way work is done, which can be disruptive and require careful management in order to be successful.
  • Data accuracy: Automated processes rely on accurate data, and organizations must ensure that their data is clean and up-to-date in order for automation to be effective.
  • Security and privacy: Automated processes often involve the handling of sensitive data, and organizations must ensure that appropriate security measures are in place to protect this data.
  • Dependency on technology: Automated processes rely on technology, and organizations must be prepared to address any issues that may arise with hardware or software.

Implementation and best practices:

Successful implementation of process automation requires careful planning and execution. Some best practices for implementing automated processes include:

  • Clearly define the goals and objectives of the automation project.
  • Identify and prioritize processes for automation based on their potential impact and ROI.
  • Engage key stakeholders in the planning and implementation process.
  • Establish clear roles and responsibilities for managing and maintaining the automated processes.
  • Develop a comprehensive testing and validation plan to ensure the accuracy and reliability of the automated processes.
  • Provide training to ensure that employees are comfortable and proficient with the new automated processes.

Conclusion:

Process automation has the potential to significantly improve the efficiency and effectiveness of business operations. While implementing automated processes can be challenging, organizations that carefully plan and execute

Soft Skills

Soft Skills Jonathan Poland

Soft skills are a broad and diverse set of abilities that are essential for success in many areas of life, including work, school, and personal relationships. They are often referred to as people skills, social skills, or emotional intelligence, and involve qualities such as communication, problem-solving, collaboration, and adaptability.

Unlike hard skills, which are specific technical abilities that are easy to quantify and measure, soft skills are more difficult to define and quantify. They often involve intangible qualities and are influenced by cognitive factors such as personality and long-term processes such as work experience.

While soft skills are not always easy to teach or learn, they are considered essential for success in many professions and are often highly valued by employers. Some common examples of soft skills include:

  1. Communication skills: The ability to effectively communicate with others, including verbal and written communication, active listening, and public speaking.
  2. Leadership skills: The ability to inspire, motivate, and guide others towards a common goal.
  3. Problem-solving skills: The ability to identify and solve problems in a logical and effective manner.
  4. Time management skills: The ability to effectively plan, prioritize, and manage one’s time in order to achieve goals and meet deadlines.
  5. Adaptability: The ability to adapt to new situations, environments, and challenges.
  6. Interpersonal skills: The ability to effectively interact and build relationships with others.
  7. Emotional intelligence: The ability to recognize and manage one’s own emotions, as well as the emotions of others.

In conclusion, soft skills are a diverse and important set of abilities that are essential for success in many areas of life. While they may be more challenging to teach and learn than hard skills, they are highly valued by employers and can lead to greater success and fulfillment in both personal and professional endeavors.

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