Strategy. Innovation. Brand.

Travis

Critical Thinking, Framing, and Red Wine

What else should I have?

What else should I have?

I like wine, especially red wine. My tastes range from elegant to earthy. In fact, I’m not terribly discriminating – I like to sample them all.

I also feel the need to justify my red wine indulgences. So I’m always looking for news about the positive health effects of drinking red wine. (This is a classic case of System 2 rationalizing a decision that was initially made – for entirely different reasons — in System 1. My System 1 made the decision; my System 2 justifies it.)

As you may know, there’s plenty of good news about red wine and good health. Generally, drinking red wine is associated with better health and longer life. It’s a J-shaped curve, “…light to moderate drinkers have less risk than abstainers, and heavy drinkers are at the highest risk.” Drink a little bit and you get healthier; drink too much and you get unhealthier.

Is there a cause-and-effect relationship here? It certainly hasn’t been proven. All we’ve been able to show so far is that there is a correlation. A change in one variable is correlated to a change in another variable. Just because variable A happens before variable B, doesn’t mean that A causes B. (That would be the post hoc, ergo propter hoc fallacy as the President points out in West Wing).

Yet many scientists have assumed that there is a cause-and-effect relationship and framed their studies accordingly. The typical approach is to break down the various elements of red wine to isolate the ingredient(s) that cause the beneficial health results. Is it ethanol? Is it resveratrol? Notice the assumption: there is something in the wine that causes the beneficial health result. The studies are narrowly framed.

Is this good critical thinking? Maybe not. Maybe we’re framing too tightly and assuming too much. Maybe there’s a third variable that causes us to drink red wine and be healthier.

I started thinking about this when I stumbled across a study conducted in Denmark more than a decade ago. The Danish researchers didn’t study wine. Rather, they looked at human behavior. More specifically, they looked at 3.5 million grocery store receipts.

The Danish researchers asked three interrelated questions: 1) What do wine drinkers eat? 2) Is this different from what non-wine-drinkers eat? 3) If so, could the differences in overall diet be the cause of the health effect?

The researchers looked at several specific combinations:

  • What else did people who bought wine – but not beer – buy at the grocery store? (This group comprised 5.8% of the 3.5 million receipts)
  • What else did people who bought beer – but not wine – buy at the grocery store? (6.6% of the total receipts).
  • What else did people who bought both beer and wine buy at the grocery store? (1.2% of the total receipts).

I won’t try to summarize everything but here’s the key finding:

“This study indicates that people who buy (and presumably drink) wine purchase a greater number of healthy food items than those who buy beer. Wine buyers bought more olives, fruit or vegetables, poultry, cooking oil, and low fat products than people who bought beer. Beer buyers bought more ready cooked dishes, sugar, cold cuts, chips, pork, butter, sausages, lamb, and soft drinks than people who bought wine. Wine buyers were more likely to buy Mediterranean food items, whereas beer buyers tended to buy traditional food items.”

So, does wine cause good health? Maybe not. Maybe we framed the question improperly. Maybe we’ve been studying the wrong thing. Maybe it’s the other things that wine drinkers do that improve our health. As usual, more studies are needed. While I wait for the results, I think I’ll have a nice glass of Priorat.

Equal Opportunity Idea Generation

Pick a card.

Pick a card.

At the beginning of each term, I give my critical thinking students a set of six cards. Each card has a number on it – one through six. (I also add my logo to do a little low-cost branding).

Students bring the cards to each class. I use them to guide discussions about topics where there is no obvious right answer. I ask a question with up to six alternative answers. I then ask the students to select the “best” answers and — when I give a signal – to hold up the number that represents their choice.

The trick is to do it simultaneously. Then I say something like, “Jamal, you’re holding up number six and Carmen is holding up number three. Let’s discuss why you’ve chosen different answers.” This often leads to some very robust discussions. Nobody hides and everyone knows that they may be asked to explain their opinion. If you mix in a little humor, it can also be a lot of fun.

I call these equal opportunity discussions. In most discussions, I find that whoever speaks first exerts undue influence on every subsequent speaker. It’s a phenomenon called social convergence and it’s impossible to eliminate unless you have everyone “speak” simultaneously. With simultaneous responses, everyone has an equal opportunity to get their idea across.

I first used this system during the merger of Lawson, an American software company, and Intentia, a Swedish software company. Both companies had about 2,000 employees. They also had different national traditions and corporate cultures. Every employee had an opinion about what the new company culture should be. The question for managers (including me) was: how do we gather, weigh, and merge these opinions?

We decided to use equal opportunity discussions focused on how the new culture would respond to different behaviors. For instance, in a meeting with up to a dozen employees, we might ask a simple question: “Klaus is always late to staff meetings. In our new company culture, what do you think Klaus’ manager should do?” We included a list of up to six answers. We asked the employees to consider the answers and then hold up her or his chosen answer simultaneously. This produced some very spirited discussions.

We kept track of how different groups answered each question. Did marketers answer the questions differently than, say, engineers? How about executives versus individual contributors? It took time but it was very valuable information that ultimately led to a coherent new culture.

A similar technique works well in promoting innovation. The first step is to gather a wide range of diverse ideas. Letting one person speak first (especially the boss) will reduce diversity. When I ran staff meetings focused on creating new ideas, I would frame up the issues several days in advance. I asked each participant to consider the issue and develop his or her best ideas. I then asked them to write down their ideas – no more than a paragraph or two. When we got to the meeting, I asked everyone to push their written descriptions to the middle of the table. I then gathered them up, shuffled them a bit, and started the discussion.

I thought about these processes when I spotted a recent article in Harvard Business Review titled, “People Offer Better Ideas When They Can’t See What Others Suggest.” The context is slightly different – the authors are looking at programs like Dell’s Idea Storm site or the My Starbucks Idea site.

Though the context is different, the process is essentially the same. The authors write that, “The trick is to avoid clustering, where the same people have the same experiences.” They also created anti-clustering software that ensures “…that no participants share the same body of ideas and the same neighbors as anyone else.”

I’m sure the anti-clustering software is more sophisticated than my cards. But if you want to get off to a quick start, the cards work pretty well. Just make sure that every idea has an equal opportunity to “win”.

Innovation and Bananas

Start from the top.

Start from the top.

We’ve all heard the admonition, “If it ain’t broke don’t fix it.” We often take it at face value – if something is working, don’t make changes. On the other hand, we usually roll our eyes when a colleague justifies a process by saying, “Well, we’ve always done it that way.”

So which is it? Should you accept a process simply because it’s traditional? Should you assume that it doesn’t need attention? If your business processes are working reasonably well, should you never review them? Should you never seek to improve a process that’s fulfilling its basic objective? Is it OK to accept that we’ve always done it that way?

When I think about these questions, I think about bananas. I’ve always peeled bananas from the stem. It works reasonably well most of the time. But occasionally the stem breaks off awkwardly and mashes the end of the banana. I’ve also noticed recently that snapping the stem can aggravate the arthritis in my thumbs. But, hey – it’s not a big deal. I’ve always done it that way. Why would I change something that’s not broken?

Then I learned that monkeys peel a banana from the opposite end. This is actually the top since bananas grow “upside down”. You simply pinch the top and the peel separates; then you pull it back. It’s simple, easy to do, essentially foolproof, and it doesn’t hurt arthritic thumbs. (Here’s an illustrated guide).

Now I peel bananas from the top rather than from the bottom. Each time I do, I think about innovation. It’s a simple thought – I should ask more questions about how I do things. Why do we things the way we do? It’s a simple process – we just observe and question. It’s so simple, in fact, that we can learn it from monkeys.

Persuasion, Teens, and Tattoos

ElliotandTWBerlin2014When our son, Elliot, was 17 he decided that he needed to get a Guinness logo tattooed on his ankle. I wasn’t adamantly opposed but I did think that he might tire of wearing a commercial logo before too long. (If he had wanted a Mom Forever tattoo, I might have felt differently).

So how to convince him? I wanted to change his mind, though not his values. Nor did I want to provoke a stormy response that would simply make the situation worse – and actually make him more likely to follow through on his plans.

Ultimately, we had a conversation that went something like this:

Elliot: So, Dad, I’m thinking I should get a Guinness tattoo. It’s a really cool logo. What do you think?

Me: I don’t know. Do you think you’ll like Guinness for the rest of your life?

Elliot: Sure. It’s great. Why wouldn’t I?

Me: Well, you know, tastes change. I mean I thought about getting a tattoo when I was your age… and, looking back on it… I’m kind of glad I didn’t.

Elliot (shocked look): Really? You were going to get a tattoo?! What were you going to get?

Me: I wanted to get a dotted line tattooed around my neck. Right above the line, I’d get the words, “Cut On Dotted Line” tattooed in.

Elliot: (more shock, disgust): Dad, that’s gross.

Me: Oh, come on. Don’t you think it would be cool if I had that tattoo. I could show it to your friends. I bet they’d like it.

Elliot: They always thought you were weird. Now they’d think your gross. It’s yuck factor 12.

Me: Really? So, you don’t want to go to the tattoo parlor together?

Our conversation seemed to help Elliot change his mind. As far as I know, he hasn’t gotten any tattoos, not even Mom Forever. Why? Here are some thoughts:

It’s about trust, not tattoos – I don’t think that Elliot cared that much about the tattoo itself. He was actually running a Mom/Dad test. He wanted to know if we trusted him to make the decision on his own. We did trust him and didn’t take the decision out of his hands. That’s a big deal when you’re 17. It can also be a big deal for people in your company. They want to know that you trust them. Sometimes they’ll put it to a test. As much as possible, let them make the choice. Just counsel them on how to make it wisely.

It’s about judo — we didn’t try to stop Elliot, we merely tried to change his direction. That’s a useful guideline in most organizations.

It’s about imagining the future – like most teens, Elliot was focused on the present and near future. He couldn’t imagine 30 years into the future – except by looking at me. If he thought I would look gross with a tattoo, he could imagine that he would, too. The same is true of many companies. We make decisions based on near-term projections. It’s hard to imagine the farther future. But there are ways to do it. Ask your team to imagine what the world will look like in 30 years. You could start by reminding them how much it’s changed since 1985.

It’s about sharing – did I really think about getting a Cut On Dotted Line tattoo? Of course, I did. But my father sat me down and talked a little wisdom into my head. I just passed it on.

What are you going to pass on?

Making Peace

I hear you.

I hear you.

I once saw a flight attendant defuse a quarrel between two passengers. She did it calmly, assuredly, and quickly. I couldn’t hear what she said but I could see the result – the two passengers seemed to make peace with each other.

Given the tenor of our times, the ability to make peace between two people (or two organizations) may well become a very valuable skill. It’s also a teachable skill. Here are the tips I’ve picked up in researching the topic.

Take a step back and a deep breath – you’ll want to slow things down and derail the rush to judgment. It’s likely that both parties are thinking in System 1 (and only System 1). You need to help them activate System 2 – that’s where the quarrel can be resolved. Ask both parties to think consciously about what’s going on. Asking each person to literally take a step backward can be a good starting point – it activates embodied cognition.

Clarify their intentions – saying, “I assume that both of you want to settle this amicably…” can help you clarify their intentions. It also activates their System 2 – they have to think about what they want. It can also help you identify obstacles to an amicable agreement.

Back away from the conclusion – System 1 is very good at taking partial information and jumping to a conclusion, often erroneously. Ask each person to describe the situation in his own words. Don’t interrupt and don’t allow the other person to interrupt. Then ask, “What do you conclude from this?” and “Do you think that’s a fair conclusion?” “Why?”

Climb the context ladder — Many quarrels result from an overly narrow focus; both parties frame the issue too tightly. They don’t see the context and history. Asking questions like “How did we get to this point?”, “Why do you think this happened?” can help them climb the context ladder and get a broader understanding of the issue.

Listen, rinse, repeat – both parties will want to know that their side has been heard and considered. Listen carefully and summarize what you’ve heard. (“So, what I hear you saying is…”). If one person keeps repeating the same point, she doesn’t feel that she’s been heard. Repeat the process as necessary.

Identify points of agreement – most disputes are not black and white; they also contain many shades of gray. The participants may not recognize that there are many points of agreement. In fact, there may be more points of agreement than disagreement. Be sure to point these out and ask each party to validate them.

Avoid assumptions – don’t assume that you know how the parties feel or what they want. Ask questions even when the answer seems obvious. Ask both parties to explain themselves fully, while the other party is listening.

Don’t play winners versus losers – you want an agreement that both sides can live with. There’s no point in identifying one person as a winner and the other as the loser. A person who is identified as a loser will likely see the entire process as biased and unfair.

Don’t make recommendations; draw them out — an arbitrator listens to both sides and renders a judgment (often with a winner and a loser). A mediator also listens to both sides but doesn’t render a judgment. Rather, your job is to draw out recommendations from the two parties. Be patient; this will take time. But, it’s worth it in the end. If the parties themselves recommend the solution, both sides are more likely to live with it.

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