The Index Card Summary of “Think Bigger: How to Innovate”

As a former innovation consultant, who designed initiatives, competitions, and recommended approaches for diverse clients, I was intrigued to hear that decision science scholar Sheena Iyengar, famous for her “jam study”, was now teaching, writing, and advising on innovation. I, of course, wanted to compare notes. Iyengar asserts that there are no new ideas, only new combinations of old ideas. True to her word, her methodology combines tried and true methods.

The Think Bigger Methodology

In Think Bigger: How to Innovate, Iyengar proposes a practical, six-step method to generate innovative solutions:

  1. Choose the [right] problem. Start by focusing on the problem, not the solution. Defining the right problem is a goldilocks challenge: to yield impactful, innovative results, you need a problem that balances specificity with broad enough relevance.
  2. Break down the problem. Address each component of the problem separately; this will enable combinatory options in Step 5.
Iyengar uses Henry Ford’s auto manufacturing innovation as a case study for the Think Bigger methodology.

3. Consider desires. Identify the motivations and desires of those impacted by the problem — including you, the innovative problem-solver; the target beneficiary; and third party stakeholders.

4. Search existing solutions. Learn from past attempts to address the problem; identify both failures to avoid and insights to use.

5. Create a “Choice Map”. Consider different combinations of wide-ranging solutions to the sub-problems. Select several full solutions to investigate further.

A Choice Map is a mix-and-match menu of sub-solutions, to help identify and test different combinations.

6. Seek validation: Get feedback on targeted aspects of your candidate solutions from others.

Iyengar’s key advice

Source: Nordic Business Forum

In addition to simplifying the innovation process, Iyengar also strives to debunk common misconceptions. To increase efficacy, she advises targeting your efforts as follows:

  1. Get over shiny new object syndrome. The most unusual ideas are rarely perceived as more innovative. Instead, new applications and combinations of old ideas often get the most traction.
  2. Listen to your gut before you listen to the data. Ideas are a dime a dozen. But motivation is finite. Notice the direction of travel of your enthusiasm. Is it trending up, down, or flat as you refine your idea? This “real talk” will help eliminate magical thinking about your level of commitment. You need to feel passion to power through the process successfully.
  3. Spend more time researching solution options than you think you should. In contrast to the Lean Startup paradigm, which now dominates Silicon Valley and recommends racing to a minimum viable product, Iyengar recommends spending more time researching many possible MVP options.
  4. Don’t ask for feedback on the full solution. People are likely to judge your idea before its fully-baked. To effectively refine your concept, ask for selective, narrow feedback on specific aspects you are testing.

Nothing new under the sun

Iyengar arrives at core principles consistent with what I’ve seen work. Essentially, she is an advocate of open innovation and lateral thinking — problem-solving by looking beyond traditional organizational or social boundaries and connecting seemingly outside ideas. Given how tried and true her methodology is, I wondered why she chose to write the book. Iyengar herself highlights that even her Choice Map is largely derived from the GE Trotter Matrix.

I believe Iyengar wrote Think Bigger for three reasons: 1) she believes everyone can be innovative and, thus, sought to create an empowering “user manual” of sorts, 2) she observed common pitfalls among her students that she wants to help others avoid, and 3) she’s an academic — she must publish or perish.

To the first motivation, I agree that anyone can be innovative if they look outside their disciplinary or professional silo. This is part of what drew me to study Public Policy as an undergraduate student — it combines a basket of disciplines oriented around solving a challenging problem: designing rules for society. Political Science, Philosophy, Economics and other disciplines can not take on this challenge single-handedly. But while I agree that solutions to complex problems need to come from outside a single silo, I do not think a solopreneur or small team can crack the code as easily as Iyengar implies.

By optimizing her solution identification process for a single person, Iyengar’s methodology is both empowering and overpromising. Think Bigger reads as if one person can transform a product category, industry — nay, the world! — with little more than a worksheet. Yes, it’s a handy worksheet, and with time a single person can run the research process of identifying promising solutions to the target problem. But this individualistic approach limits output to that of one person / team vs. incentivizing many solvers to tackle the challenge — which is the core of a true open innovation approach.

To the second motivation, Iyengar’s advice certainly can save time and help individuals learn from others’ mistakes. As a decision-psychologist, she is versed in the mental tricks our own minds play on us. However, Iyengar’s own biases color her advice. As a full-time academic, she over-indexes on research, suggesting conducting enough research to produce thousands of potential solution combinations. Acknowledging this overwhelming option set, Iyengar then suggests selecting test solutions using a random number generator. How odd to recommend a big upfront investment, followed by an arbitrary narrowing-down process. Perhaps this is where the third motivation — to publish due to peer-pressure — may be tainting her recommendations as well.

Iyengar closes by reasserting, there are no new ideas, just different combinations of old ideas. This claim sums her book up well. She steels with pride and references, offering handy tools that can spur focused creativity. But they are not quite the cure-all implied.

How bad is it? A methodology for managing mistakes

The cost of perfection is infinite. So how do you right-size your efforts when you have a high quality bar but limited resources?

We’ve all had the impulse to work on something for just a little bit longer. Perhaps late at night or after some rapid edits, you have the nagging pull to check your work for the fifth or sixth time. Perfectionist polishing has its own magnetic field. Whether its fear of finishing or fear of failure, we can feel foibled by our own human fallibility. I have been known to struggle against my physical limitations — eyes bleary, brain no longer absorbing all the details. My body tightening at the thought that after all this effort, I still might — *gasp* — make a public mistake!

The burn and burden of perfectionism can arise in any org, leaving many asking, “At what cost?” Besides weighing you down with excess mental baggage, these moments consume focus, crowding out space for broader impact beyond the one deliverable. Is it worth your health, your sanity, to pursue the impossible goal of perfection? Eventually I realized that my answer is no. I committed to rationalizing my efforts. Afterall, not all errors are created equal. Mistakes are inevitable. It was up to me to learn how to deal with them. So I came up with some heuristics. It began with learning to assess the impact of a mistake. And it ended with learning to calibrate to my context. I dig into both steps below.

Step 1: Understand the impact of your mistake

Early in my career, I attacked every error with the same level of ferocity, whether it was a formatting error or a forecasting error. When I finally realized I need to draw boundaries, CGP Grey ‘s taxonomy of mistakes provided a starting point. Grey takes a structured look at mistakes, defining types and matching the best responses to each:

CGP Grey’s “Menagerie of Mistakes” (from timestamp 14:15) categorizes the big and the small, starting with glitches — mistakes that are good at blending into the background. Source: CGP Grey was WRONG

Glitches and Blunders

Glitches are mistakes that are good at hiding in plain sight. Blunders are embarrassing, visible, but still harmless mistakes (think Bushisms). Glitches and blunders become more common the more you have to do — putting on a sweater backwards before you rush to work, calling someone by the wrong name after you’ve just met a dozen new team members. These are worthy of grace, of laughing it off.

Errors of all varieties

Errors range from the trivial to the significant, and are more varied in how people perceive size, importance, or even if there’s an error at all. Grey playfully names their species, including:

  • Error Trivialis
  • Bad Takeus
  • Technically Correctus
  • Error Factualus
CGP Grey’s “Menagerie of Mistakes” (from timestamp 14:15) describes different error types. Source: CGP Grey was WRONG

Notably, every error requires a judgment call, weighing the cost of fixing the error vs. the benefit of moving on. Unless, that is, you make a catastrophic error — one that fundamentally breaks what you’ve made. They demand a do-over, a recall, or some equivalent.

Step 2: Calibrate to your context

Grey’s mistake taxonomy leaves the critical last mile to the audience, using one keyword to back out of any specific guidance: “perceived.” As political strategist Lee Atwater famously stated, “Perception is reality.” As such, I’ve learned to consider what I perceive, what my stakeholders perceive, and how to mediate between the two. Said another way, three pieces of context guide my error response: my objective, the work’s development stage, and organizational expectations.

Know your objective

Your primary goal should inform what kinds of mistakes are acceptable. If you’re a history teacher, for example, factual errors would undermine the entire endeavor, whereas technically correct errors (e.g. omissions) are necessary to manage class time constraints.

My objective in this blog post is to help ease the mental burden of navigating uncertain expectations in one’s career. Thus, while I can’t afford a bad take, I may well make some trivial errors without impacting this post’s clarity, accessibility, or truthiness. In setting your own boundaries and standards, you tap into your own intrinsic motivation — which leads to better work.

Adjust to the stage of development

As work goes from concept to finished product, it’s rarely worth aiming for perfection until the clear shape of what you are driving towards emerges. In copy editing, for example, editors target attention towards one focal problem to solve per editing round — nailing the story, then nailing the flow, then word choice. Trying to do all three at once tends to fragment attention and drive anxiety born of ineffective strain. Rather than wasting attention, I’ve learned to focus it and let go of certain errors before their time has come to be addressed.

Calibrate to your organization’s expectations

Almost more important than whether you correct a mistake is agreeing with those impacted about how to manage mistakes. As we noted above, mistake tolerance is highly subjective and varies by industry, organization, and team. Some optimize for speed and fast feedback, allowing mistakes to abound in support of rapid iteration. Some are highly image-conscious and demand perfection as a proxy signal for competence and trustworthiness. Notably, the latter is not a sustainable strategy; such organizations are often marked by high turnover (e.g. management consulting).

Regardless of your org culture, set expectations. Have discussions early and often about what your colleagues need and expect from you. Understand how much they want to co-create versus review polished work. Convey where you are in the development process. Gauge whether your teammates can engage with ideas before they are fully fleshed out. Whether you agree or not with your colleagues preferred approach, knowing is half the battle.

Mistakes will be made

Cringy as mistakes may feel, Grey gives us a reality check: “If you make things, there will be errors.” Unless lives depend on it, there is no truly “right” or “wrong” approach to managing mistakes. What matters is that you have one.

The Index Card Summary of “The Five Dysfunctions of a Team”

The Five Dysfunctions of a Team is Patrick Lencioni‘s New York Times Best Seller for a reason: any team member can see themselves in this list of foibles.

Each of the five dysfunctions require leadership interventions to solve. Below is a brief summary of what that entails.

The Index Card Summary

1. Building trust

What. The foundation of a functional team is trust: confidence that peer intentions are good, that there is no reason to be protective around the group. Trust minimizes second-guessing and makes it easier to ask for help.

How. Create shared experiences over time, and understand unique attributes of team members. Team-building exercises, discussing team effectiveness, 360 feedback, and team leader role modeling can all drive the psychological safety and honesty needed to engender trust.

2. Addressing conflict

What. All relationships require productive conflict to grow. Without direct, content-focused conflict, teams can be handicapped by back-channeling and personal attacks that doom people to revisiting issues endlessly without resolution.

How. Acknowledge that conflict is productive; agree that impassioned debate is welcome. Ask for permission to address conflicts for the good of the team.

3. Driving commitment

What. Commitment requires both clarity and buy-in. Desire for consensus and/or certainty can weaken commitment and delay decision-making which, in turn, can paralyze teams and weaken their confidence.

How. Drive alignment through tight information cascades, close to the time decisions are made. Reduce ambiguity by setting intermediate deadlines. Address fears with contingency plans or worst-case-scenario analysis. Normalize decisiveness starting in low-risk environments. Leaders must also role model commitment by being ok with wrong decisions, asking for commitment, and reducing emphasis on certainty or consensus.

4. Welcome accountability

What. Peers need to welcome peer call-outs on actions that might negatively impact the team or actions others should model and amplify.

How. Leaders can enable and normalize peer accountability through setting agreed upon standards and goals, encouraging peer feedback, and giving collective team rewards for collectively modeling the right behaviors.

5. Focus on results

What. Time-bound, outcome-based performance drives business success. Yet it can often be crowded out by team or individual status or focus on survival.

How. Define specific target results that you publicly commit to, and reward only supporting actions; tie compensation to outcomes. Leaders must also reinforce a focus on results; if the team leader shows they value and reward other things, teams will react accordingly.

Disconnects and Through-lines

Unpacking the “How”

While Lencioni provides excellent tactical suggestions for tackling the numerous team dysfunctions, he spends too little time exploring where to start. While ‘absence of trust’ is named as the foundational problem, I think the easiest place to start is at the top, with the most visible problem: ‘inattention to results.’ Once you have specific results targets, you can drive accountability, which then motivates commitment, and so on down the pyramid.

Addressing the foundational dysfunctions, ‘fear of conflict’ and ‘absense of trust,’ is admittedly more challenging. In large organizations especially, cross-functional teams may not even conceive of themselves as teams and, thus, may see little benefit to engaging in conflict and little need to build trust. In those instances leaders play an even more critical role. Leaders with a longer-range view will be mindful of the personal costs of these more insidious dysfunctions: energy poorly spent, low morale, and high unwanted turnover.

Across the five dysfunctions, communication and leadership sit at the center of many proposed solutions. Spending more team time together drives trust, can root out conflict and reduce confusion. Documenting decisions and desired results and rapidly sharing and reinforcing them keeps teams in sync. And leadership modeling the right behavior and taking challenges head-on can inspire healthy team culture. These are all reasonable tactics to pursue, but side-step the issue that so much rests on leadership, especially the larger an organization gets.

Addressing the “Why”

Lencioni claims that “teams succeed because they are exceedingly human.” But realistically, it is equally why they fail. Humans are full of bias and are often more focused on their individual experience over organizational goals. Thus, even if an organization starts with a high-functioning team culture, it’s hard to scale; heterogeneity via sub-cultures is normal the larger an organization gets, and cultural drift is equally normal through turnover, changing external contexts, and organizational evolution. With this in mind, it makes more sense to think of high functioning teams as a practice to commit to rather than an end state. Like so much of life, it’s a journey, not a destination.

Source: aspitzer.com

Robo-composed music to help you focus

Music has long been understood to have remarkable impact on mood and cognitive functioning – hence fun fads like expecting mom’s playing classical for their unborn children. And for me, moving from open office to open office, customizing my auditory environment has become an integral part of the focused work experience. Over the years I’ve tried playing all sorts of things, from white noise to movie sound tracks. Finally, I think I’ve found the ticket to getting on the right wavelength: brain.fm.

Brain.fm was dreamt up as a music writing software that has designed dozens of tracks to guide your brain into one of three states you select from: focus, meditation, and sleep.

 Brain.fm leverages emergent technology to create patterns of beats that get you in the right frame of mind Brain.fm leverages emergent technology to create patterns of beats that get you in the right frame of mind

Listening in, I hear binaural beats overlaid on soft melodies, which induce a deep state of engagement. While I haven’t hooked myself up to an electroencephalogram to measure efficacy, I’m sure the pros behind it are testing this out.

The focus option does the trick to blur out all distraction and leave you to think deeply. The first few sessions are free, so give it a try – you’ll thank yourself for it later when you see how well you’re using your time!

The Church of Deep Work

I have uncovered a mythical place, a place rumored of and nearly forgotten by the throws of modern life. It is a somber house, full of reverent heads bowed with devout focus over their written works, towards which their hearts turn. I walked in, uncertain of whether to speak. “May I help you?” the lady behind the booth asked. Slanting the volume of my voice downward, I reply, “The three last issues of Wired magazine, please.”

 The 42nd Street New York Public Library has the reverent quiet of the singularly purposed The 42nd Street New York Public Library has the reverent quiet of the singularly purposed

Yes, it was the New York Public Library. The silence hits you like a wall when you enter an archive or a reading room. There is a shared agreement and understanding: all come to work, to thrive upon the focus in the air, which each new devotee adds to.

I can almost imagine benefactor Samuel Tilden standing upon the steps of the 5th Avenue entrance, declaring in the lantern light: “Give us your addled, your burdened, your distracted masses who yearn to focus freely!”

 Patience the lion greets and guards the 5th Avenue entrance to the New York Public Library Patience the lion greets and guards the 5th Avenue entrance to the New York Public Library

The entrance to the Church of Deep Work is narrow – because of the bag check security – and it’s followers may be few, but I see a revolution coming! Robopocaplyse? No, it’s the fleet of knowledge workers striding singularly, together, on their independent, intertwining journeys.

Hats off to Patience and Fortitude for guarding the way for newspaper-readers, writers, and researchers alike to find their place in the stacks.

The Index Card Summary of “Deep Work”

Does it ever feel like your brain is overheating from fragmenting attention between too many things, flitting back and forth between tasks, with sometimes little progress to show for it? Well you’re not alone, and Cal Newport is going to be our Dr. Phil of attention, helping us to improve our quality of work and quality of life. The following summary of Deep Work walks through his advice on how to build our ability to engage deeply with our activities.

The Premise

Newport argues that in the modern economy there will be three types of winners: 1) those with access to capital, 2) those that are the best in their fields, and 3) those who work well with increasingly complex machines. The most viable route to economic success for must of us will be Path #3.

To work well with ever-evolving machines, you must be a great learner who can do deep work, i.e. focus intensely. Fun fact: intense focus triggers the same brain cells repeatedly and builds up myelin, which bulks up that neural pathway. Sort of like body building for your brain.

 Deliberate practice of a task bulks up the myelin in the related neural pathways

Deliberate practice of a task bulks up the myelin in the related neural pathways

The approach

1) The measure of deep work is time spent x intensity of focus. That’s what you want to maximize!

2) Deep work can be done bimodally (days to months as a time); rhythmically (several blocks of time each day); or like a journalist (whenever you can squeeze time in on the go)

Note on Technique: for those with less control over your schedule and less recent practice with deep work, the Pomodoro Technique may work best for blocking off deep work sessions followed by shallow work sessions or breaks. For example, 40 minutes of deep work followed by 20 minutes of shallow work 6 times a day can still achieve the target of 4 total hours of deep work per day. These shallow work periods may end up as over-flow buffers initially as you train yourself up to longer, unbroken periods of time.

You need to have 10 consecutive unbroken deep periods of a given time increment, as short as 10 minutes, before you start building up to longer periods.

3) Set up a systematized ritual – create a time bound, distraction free environment with all the right materials and enough food/energy

4) Avoid frequent task switching, as this leaves “attention residue”, a state of semi-attention as you’re still thinking about the last task when you start a new one

5) Choose to work on “the wildly important”

6) Collaborate with others in a way where you still break off for independent deep work

Pitfalls and solutions

1) Switching to an easier thought task – avoid this by structuring the path forward

2) Looping, i.e. reviewing what you know already – avoid this by consolidating gains upon which to build

3) Shallow activities – cut these out without excessive apology

4) E-mail – lay out a ‘path to closure’ to open-ended e-mails by laying out all steps to completion in one fell swoop

Note on E-mail: we’ve all rattled off quick replies that we know will generate three or more back-and-forths. Nip this in the bud by laying out everything you know will be discussed, including your availability for meetings requested, or any further information you will need. Add “no reply expected” or “I will consider your reply a confirmation” to minimize future e-mail traffic.

The path forward laid out by Newport is a call to action, with the knowledge that this means dragging our brains kicking and screaming. Our brains are seekers of distraction yet, paradoxically, convey the most satisfaction to us when we hit the “flow state” associated with deep work. Like eating your greens or hitting the gym, your body and mind will thank you for the deep work exercise you put it through. So pull out that weekly schedule or that Pomodoro timer, block out that time or set that target daily hours tally. You can start sculpting that focused mind today. (I say this having written this post with only one coffee break and two 5 minute side chats in between. We’re all a work in progress 🙂

The Short and Sweet Summary of “Messy: The Power of Disorder to Transform Our Lives “

Index Card Book Summaries: because most practical books can be summarized on an index card

Tim Harford posed a provocative question as to whether orderliness always benefits us. He unearths the human psychology that causes us to seek order while also showing the pitfalls and missed opportunities from being too orderly and the benefits of strategic mess! While Tim does this in 300 pages, I’m happy to share the 3 bullet summary:

1. Messy processes can bread creative and higher quality solutions

2. Trying to force structure on naturally messy processes can result in negative unintended consequences

3. As people have become very automated in their own social interactions, they should look to self-disrupt to re-engage with one another

Point 1 is an obvious one for artists and the avant garde. But in relation to point 3, if we find ourselves in the well worn grooves of work and personal life patterns, how do we tap into the rest of our brains to enliven and draw on the other ideas and connections we can make? More on that in a minute.

Point 2 is particularly dangerous with the automation of legal decisions. I’ve heard of several friends being mistakenly placed on terrorist watch lists, interrupting medical degrees and personal lives. This isn’t to say that machine learning can’t be leveraged to accelerate pattern recognition, but we just need to be careful about the new robo cops on the block receiving too much autonomy.

Back to unpacking Point 3, the subtle call to self-disrupt.  What this will mean in the macro and micro, personal and professional level is really up to you. The humble high achievers out there might be shivering at this business-bantery term and feel the impulse to artfully side step the charge, lest they become too much of a walking resume. But what this really is about is engaging your full self. It’s about snapping out of “shoulds” and survival mode, and tuning into the bigger you. Like the X-Men Apocalypse entourage, but for good. 

If you’re curious for a longer read, here’s the book link!

Introducing Index Card Book Summaries

90% Unnecessary

Most avid readers of self improvement and business books will have noticed a common thread among all of them: they are overly padded. Watch the TED talk or listen to a podcast cameo by the author, and you’ll have absorbed 90% of the book content already. Naturally the anecdotes, statistics, and gritty details give more color and life to the author’s premises that support learning styles of every type. But for folks with limited time and considerable ground they’d like to cover in the practical learning department, I think an index card summary would suffice.

Why an Index Card?

Of course I am not the first to make the observation that authors add some cushion to their content in their endeavor to build a brand, substantiate a product, and look good on a shelf next to other books. Harold Pollack first made this now widely accepted observation about personal finance books in a now famed article. Of course his followers asked “Where’s the index card?” He replied with a photo of a handwritten index card summarizing all the key personal finance principles, which went viral. And, of course, his summary was soon padded out into a book: The Index Card: Why Personal Finance Doesn’t Have to Be Complicated.

Get ready to get to the punch line

In an effort to conveniently aggregate the latest wisdom and research for navigating our offices and lives, I am initiating a new series: the Index Card Book Summaries. As I continue to read these books that I think shouldn’t be books, I’ll share the pithy version of the key findings with you. Happy not reading!