Weeknotes #254

This week I did

How information flows

We moved onto a new platform for delivering virtual courses this week, so I’ve spent a lot of time supporting the teams that will be using it and the teams that will be supporting them. There’s lots of new stuff for everyone to learn and I’m keen to spread and embed the knowledge as much as possible. A task or job role might need specific skills and a dedicated owner, but information and knowledge doesn’t work that way. Lots of people can have the same information, regardless of their role. Understanding why the whole system works the way it does, what some of the underlying assumptions are, what tasks others in the team perform, how processes work, etc., . Knowledge shouldn’t be on a need-to-know only basis. The idea that someone only knows what they need to know to do their job will always create gaps in knowledge. I’ve been thinking a bit about how we understand work as flows of information rather than as discrete tasks to be completed., partly from a digital transformation point of view about moving away from a factory mindset of work being about progressing widgets along a production conveyor belt, and partly from reading Galbraith on how the more uncertainty there is about a project, the more information has to be processed in order to complete a task.

Tech Ethics

It’s been a week of tech ethics. I went to a Social Tech Meetup hosted by Rachel Coldicutt and Anna Dent and this week’s lecture was on the ethics of emerging technology.

Tech ethics is a problem of pace. Different things move at different speeds. Implementing laws take time. Ethics progresses faster than laws. But new technologies and the data collection that enables them happens faster than the ethical discussions and positioning. This is why we see things like bias in algorithms, because the tech races ahead of the checks and balances catching up. Although we are more aware of the bias in what is being built, it has also been there. Crash test dummies are based on the male body which meant that for many years cars were designed to protect men better than women. That’s decades old tech ethics, but it’s still the same problem. Different things move at different speeds.

Interface, Integrate, Iterate

I’ve been writing up some of my ideas about how product management creates an interface between customer and organisation, integrates strategy with tactics and teams with the work, and iterates on everything to drive continuous improvement into a short email series. It’s part of some of my ideas about helping more charities understand and use product management thinking to improve their service proposition and delivery.

And I thought about:

What does it mean to deliver?

What does it mean to deliver something, to achieve, to complete something? Its surely more than just completing tasks. Delivering a project should enable the continued realisation of value, it creates something of ongoing usefulness, facilitates other accomplishments. It should be more than the sum of it’s parts. If you deliver enough deliverables, and even the right deliverables, does that mean they’ll add up to create something good? Are good outcomes assumed to be a natural result of a well delivered project? Or is there more to do to connect those outputs and deliverables, fit them into relationships, create flows of information? Does delivering mean delivering an output, an outcome, a project, a change?

Defining hybrid working

I thought a bit more about how to define and understand hybrid working, and how it’s less about location and more about the numbers of people in the same or different locations, and so the relationship dynamics that creates. One person in the office and nine in other locations doesn’t really bring hybrid working dynamics into play. But two in the office and eight in other locations starts to introduce different dynamics because now the two in the office are dealing with one type of interaction between themselves and a different type of interaction with those in other locations. But those in the other locations aren’t involved it the relationship between those in the office. It seems to me that its the dealing with the different forms of interaction that is the underlying problem-to-solve for hybrid working.

Digital transformation is everywhere

An hours walk from the nearest plug socket, even a notice board with tide times is going on a digital transformation journey. QR codes are a start to connecting the physical and digital worlds, maybe in the future every beach will have IoT sensors measure tide height, water quality, etc., and broadcast that information to your phone as you walk into the area. Everything in our world is undergoing digital transformation, some things are further ahead than others, but nothing will be left behind (except, maybe, hopefully, stiles).

And read:

100 Moments

I listen to the new podcast about 100 moments the rocked computer science by professors Sue Black OBE and Gordon Love. This episode talked about search engines and organising information on the internet, and included an interview with Alan Emtage, the inventor of Archie, the first search engine, and some mind-blowing stats about the amount of data we’re creating. With all this data, search, as a concept, becomes about making all that data interpretable and readable by humans, rather than just being about finding things other humans have written on the internet. So search moves upstream in creating value from data and information.

The Hacker Way

The hacker way, “believes that a good solution today is better than a great solution tomorrow. It does not believe that done is better than perfect so much as it believes that being done sooner is the best path to eventual perfection, though it is also skeptical that perfection exists.”. This mindset underpins so much of modern digital and agile thinking (and anarchy beneath that, but I won’t get into that now). Understanding the hacker mindset, and how it informs the ideas a practices of digital people and teams, might help us understand the difficulties and conflicts that occur within organisations as they go through their digital transformation. Maybe there is a fundamental difference in worldview between the digital people and the (for want of a better term) corporate people. Both struggle to understand how the other sees the world, and neither would be willing to adopt the other’s worldview.

Ditch the Solution-First Mindset and Start by Defining the Problem

Both in life and at work, we tend to come up with solutions before defining the problem they solve.” If I had a pound for every time I’ve gone on about understanding the problem…

Understanding problems and why technology almost never solves them

Why we need a better understanding of problems

Einstein probably said “If I had an hour to solve a problem, I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions.” In fact I’m sure it’s true because I read it on the internet. He was a pretty smart guy. he knew what he was talking about. And that’s what I hope I can encourage you all to do today; to spend more time thinking about problems.

What happens when you try to fix air pollution in Mexico city?

In the late eighties, when I was just a lad, Mexico city was suffering from extreme air pollution. To the government of Mexico City the solution seemed obvious. “We just need to reduce the number of cars on our roads”, they thought. “Surely that’ll reduce pollution, right?” So they created a law that prevented 20% of cars from being driven on any particular day. If your number plate ended in a 6 you couldn’t drive on Tuesday, and if it ended in a 3 you couldn’t drive on Fridays, and so on. But of course, people still needed to get to work and school and do their shopping, so whilst some did what the government expected and used public transport or car shared, others found ways around the new law. They bought second cars, which had different number plates but which were often older and produced more pollution, or they took taxis more often, or drove more on days they were allowed. And so the air pollution increased. What seemed like a simple problem with an obvious solution was actually a complicated problem that the city government didn’t understand well enough before they implemented their solution. Had they taken the time to understand the problem better, to find out about people’s motivations and behaviours, they probably wouldn’t have attempted such a solution.

So, what makes something like air pollution such a difficult problem to solve? It’s because it’s what’s called a ‘wicked problem’.

Why some problems can’t be solved, and why charities choose wicked problems

Coined in 1973 by Horst Rittel and Melvin Webber, wicked problems describes problems that are particularly complex and difficult to solve. Whereas ‘tame’ problems have knowable, predictable solutions, wicked problems, like air pollution, homelessness, climate change, and a million others, are impossible to pinpoint a single solution for. Wicked problems don’t always have the same contributing causes, so what causes the spread of an invasive plant in one environment is different from another. Wicked problems often never have a finished end state where you can be certain the problem isn’t going to return. And anything we do to tackle a wicked problem will always have unintended consequences.

Why does what two German urban planners from the seventies have to say matter to us? Because charities invariably choose wicked problems to tackle. No charity ever picks something easy. Charities love problems, they love tackling difficult problems, and helping people facing those problems. Perhaps part of the reason we all choose to work for charities, and what we love about them, is that they aren’t afraid to tackle the tough problems. I wish I could tell you how to solve those wickedly tough problems, in fact I wish I could tell you that there even is a solution, but hopefully instead I can help you think about ways to understand these wicked problems better.

So, let’s get practical.

Why leaping to solutions doesn’t help, and why technology is almost never the solution

The five biggest problems in the UK today, according to YouGov research, are health, economy, Brexit, the environment and education. These are the wicked problems of an entire society. Obviously these problems are of their day. If we were doing this talk five years ago, that list would look quite different. That tells us that problems, and how big a problem is, changes over time.

Leaving aside Brexit and the economy, because no one knows what to do about them, let’s look at three of those issues in the little county of Buckinghamshire. Despite being the 33rd smallest out of 40 counties, Buckinghamshire has over two and half thousand charities operating in it. 388 are focused on health, 272 on the environment and 1400 on education. Does that tell us that education is bigger problem than health? Well, no, because we’re already mixing up problems with solutions. Those educational charities might be educating people about health or the environment or any other issue. In their case ‘education’ is the solution and ‘health’ is the problem, but for other charities, ‘education is the problem’. Being able to keep problems separate from solutions is an important thing.

Of those 388 health charities, let’s look at just one as an example. This small charity supports people to look after their mental health by providing them with therapeutic activities in group settings. What problems does this charity face? Well, right now, in the midst of a pandemic, as with lots of charities they are facing the total disruption of their services. Instead of us trying to understand the problems that creates for the charity let’s consider what might happen if we leap straight to solutions?

The charity wants to stay in touch with the people they support. Like many others they turn to Zoom for video meetings, they send more emails, they start a Facebook Group. They do everything they can think of because they just want to help. Like we said earlier, that’s how charities are. But how do they know those things will help? If they didn’t ask those people they are trying to help, if they don’t understand what new problems those people face during a pandemic, how can they know they are actually helping? How do they know that being on Zoom calls doesn’t make people feel self-conscious and anxious. How do they know that people have a good WiFi connection or enough mobile data for video calls? How do they know that people check their email? How do they know that someone doesn’t avoid Facebook because they’ve been harassed on there?

Of course, in a crisis, sometimes any solution is better than no solution. But if they had been able to understand the problems, they might have still used the same technology but they might have been able to use it in ways that better meet the people’s needs. Actually, I’m not referring to a real charity here, it’s hypothetical situation, but it’s one I’ve seen play out time and again in charities of all shapes and sizes. Using technology to implement a solution before understanding the problem.

What happens when we leap to technology being the solution

First, in defense of tech, where is it the solution? Technology is part of the solution when the problem is well understood, even if the charity doesn’t understand it but others do. In 2010 Ethan Marcotte wrote an article called ‘Responsive website design’. In it he talked about the need for websites to be built in ways that meant they adapt to the screen size of the device viewing the website. I bet back then, very few people in charities understood the trend towards mobile devices, but it didn’t matter because the need for people to be able to use a website on a smart phone was well understood by others in the web design and development industry. So, if a charity wanted a website built any time after 2010-ish, it was built to be usable on any device size. That was the default solution regardless of whether people in the charity understood that trend.

Let’s look at some example of where tech isn’t the solution…

Will a CRM improve relationships with donors?

No. A Customer Relationship Management tool can’t improve the relationship a charity has with it’s donors. It can be part of the solution, but unless you understand what donors want from the charity it isn’t going to improve that relationship.

What problem does the CRM solve for the donors? Do they want the charity to communicate more with them? What do they want to hear about? How regularly do they want to hear from the charity? Answering these kinds of questions will help understand what the donor’s problems look like rather than what the charity’s solution looks like.

If ‘improve relationships with donors’ actually means ‘increase donations’, then being clear about that will help the charity understand what problem the CRM is actually trying to solve. And tackling the problem of ‘increasing donations’ rather than implementing the solution of a CRM offers more scope to understand the barriers that are preventing donations, which might uncover a problem in the website donation process or some other cause of the problem.

Will an app increase engagement with service users?

No. Some charities have tried developing apps but if people aren’t already engaging with a charity already they aren’t going to download an app with which to do it. If the app lets people access a service with the charity is the app going to be an enabler or a barrier? The only way to know would be to speak to those people you expect to use it. A charity should only think about developing an app if it needs to use a sensor or technology that only phones have like GPS or Bluetooth. In the majority of cases a good website will work better and be easier to maintain.

Oxfam announced recently that they are shutting down their app because having talked to their supporters they found they would rather Oxfam communicate with them in other ways. The app was originally developed to give supporters more control over their donation amounts in response to falling income. It’s good to see them approach making the decision to shut it down by speaking to their supporters about whether it is still meeting their needs.

Should a charity be on Clubhouse?

No. Unless you know what you are trying to achieve with it. Who are you hoping to reach? Are the people you want to reach using Clubhouse? Do they all have iPhones or will you exclude some people? If a charity wants to create an account on every new social media to make sure they’ve claimed their name, then great, but before actually using it they should be clear what problems they are using it to solve for their service users and supporters.

Where technology isn’t the solution is any situation where the problem isn’t well understood, which is almost always situations where those experiencing the problem haven’t been involved. So let’s have a look at how to involve people in understanding the problems they face…

How to be better problem understanders

There are lots of problem solving frameworks and methodologies that charities can use to get a better understanding of the problems their service users have: Design Thinking, Double Diamond, Charity Digital Design Principles, Public Digital’s Internet-era ways of working, and the Digital Scotland Service Standard. They are all really useful for approaching complicated and wicked problems and they all have something in common.

Start with users

This is the number one golden rule of understanding problems. Start with the people who have those problems. Speak to those who are using the charities services. They are the experts in dealing with that problem. No one knows more about the problem than they do. They probably don’t know what the best solution is, but they can certainly help understand the problem. Lived experience is a kind of expertise and we should let those people be the experts of the problems they face.

So why is it so difficult? Well, as we said earlier, because the problems are so complex. If charities were Amazon all they’d have to do to meet user needs is make it really easy to click that buy button. But charities have to deal with a person’s problems on many levels; behavourial, emotional, social, financial, etc., etc. It’s not an easy thing to understand problems like these but every step a charity takes towards starting to understand the problems is a good thing.

How do we do it?

User research can be done in many ways: interviews, surveys, focus groups, even just chatting with people in an open way about the problems they face. There are some ethics to consider around it, so it does need thoughtful planning in order to be effective, but conducting user research really is the best way to understand problems. This can be supplemented with information about the situations those people are in. This could be anything from bus timetables if people are struggling to go somewhere to statistics about how many people suffer from a health condition. It all helps in understanding the problems.

Once some understanding of the problems has been reached, there should be a standardised way of expressing the problem so that all that knowledge doesn’t get lost. Again there are lots of ways of doing this but broadly we call them problem statements.

How do we express problems clearly?

Problem statements are a summary of our understanding of a problem. They can express big problems or small, and there are lots of ways to write problem statements. But what is important is that they tell us who is facing the problem, what they need to help them with it, and why this problem should be solved. User… needs… because… is probably the simplest format for a problem statement.

User… needs… because…

So, problem statements might say:

  • Primary school-aged children need to be able to express their feelings about being home-schooled because they have experienced considerable upheaval in their routines, social lives and education.
  • The parents of a child with autism need to be able to talk to other parents because they feel isolated and excluded from mainstream activities.
  • Those who come to our lunchtime club need to know what time lunch will be served because they feel anxious about eating in front of others and need to prepare themselves.

Now, behind each of these statements there could be lots of research documentation that explains the detail of the problem, but the thing about problem statements is that they don’t suggest a solution. Once we have good problem statements then, we are in a position to start thinking about prioritising them and developing solutions. And we can be confident that the solutions we develop are going to be tackling the right problems.

Takeaway

If you take one thing away, let it be this… “Speak to those with lived experience, they know the problem best”

References