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I would like to share a decision-making algorithm that we have been using in my corner of the health care sector now for a couple of years. It is very much a cobbled together version from a variety of sources but is fundamentally rooted in the concept of multiple, safe to fail probes in complex environments.

First a bit of context: the impetus for developing a decision making process was one of 30 different initiatives that arose from a project aimed at making sense of the culture of care and compassion at our small regional hospital. Michael Cheveldave ran the project with Dave’s support, while I was the eager apprentice. Michael and I worked towards the big day when over 60 front line health care providers, support staff, physicians, managers, and administrators came together to examine various sense-making items and then to design safe to fail experiments. One of the go forward plans was to articulate a generic decision-making process.

So here’s the five step algorithm in its simplest form.

1. Ask a good question.
2. Get the right people at the table
3. If complex, swarm around the question.
4. Execute & monitor.

“Ask a good question” emerged from a teleconference I sat in on with Brenda Zimmerman several years back. In this conference, one of her principles (Download file) was to build a good enough vision one that good enough but not so crafted as to overly constrain. So thanks Brenda for the seed. In workshops, I get people to list issues and opportunities, and then get them to convert their problems into good questions. Example: “we nurses have workload issues” becomes “how might we better manage our workload?”

In other words, we spend some time up front developing the questions. These become portals of possibilities whereas listing your problems most often results in a fight or flight response. Good questions – even tough questions – should be proactive, engaging, stimulating. And if they are seen as fundamental and essential to a person or an organization, they should lead to action.

Here’s the guidelines for this phase of the process.

• Don’t take too long. Just get your question close enough to get the ball rolling.
• Test your question: Does this question energize you and your audience, or does it suck the life out of you? Who cares?
• Don’t be surprised if your original question dries up or morphs. If it does, re-craft the emergent question.

Step 2 – Get the right people at the table - needs less explanation. This is all about getting diverse thinking and perspectives to address the question. I often use the example that the winner of an in-house Nike shoe design contest was a member of the janitorial staff. Woody Allen says 80% of success happens just by showing up. This step in the process is a great place to position your good question within the Cynefin framework. Do we need experts at the table? Or representation from the frontlines or the underground? Or both?

Step 3 – Swarm around the question – is all about developing multiple experiments, using ritualized dissent et al, and Step 4 is of course to properly support and monitor those probes. (I plan on talking more about this later.)

On reflection, here’s my perspective on how this process has worked. At our senior table, we now have a one-page discussion template where people writing out their central questions in advance of discussions. Without prodding, this small piece of pre-work has become a standard practice and people feel better grounded in leading discussion they have thought through at this level. I have also watched groups step and re-frame their question when they get lost.

And it has taken a while, but I have actually heard senior leaders in our health care system ask if we have the right people at the table. I have seen them spend literally hours just coming up with the invite list and I have seen them defer meetings where in the past they would simply carry on, come hell or high water.

From my view in the cheap seats, developing a focussed question and laying the groundwork for a diversity of perspectives has been a substantial shift when the pattern for decision making in the past was typically top down and autocratic in nature.
What has been tricky is that old habits seem to die hard. Moving our health care system – be they administrators or front line workers - towards systematic experimentation a push, especially when the urgency is running high.
‘nuff said on this for now.

Comments (3)

irene:

Hi Terry
Thanks for these thoughts - useful, practical. Two questions.
1. You mention a five step algorithm and describe four. Is there a fifth one?
2. Can you clarify in which contexts, for which types of challenges you have found this process useful? I've got events coming up related to internal team decision-making but parts of this algorithm may not be so useful.

greetings, irene

HI Irene, good catch. Step 4 said "Execute and Monitor". I had another version where these two were separated into "Execute" and then "Monitor" for step 5, hence my own confusion. No, nothing missing at this high level.apologies.
As far as the context goes, this algorithm was designed with more complex, intractable issues in mind, although I have made it a practice with myself to consisently turn issues into questions.
One of the examples that comes to mind was the implementation of a smoke-free policy. This was a provincial government mandate – a simple rule-based approach, no negotiation. However, we did then ask "how can we best implement the move to a smoke-free environment?" We then invited management, staff, making sure we had 3 or 4 hard-core smokers in the planning group, nearby property owners were smokers were likely to gravitate towards. . . We ended up coming up with a handful of strategies but most importantly, management became a partner in the strategizing versus the smoking cop.

Susan Morrow:

Hi Terry - thanks for this post. I would add that there is a great chapter in The World Cafe (Brown and Isaacs) devoted to developing "questions that matter" - I have referenced this on many occasions to help me shift from problem to possibility thinking.

Would it be possible to share the template that you use at your senior management table?

cheers,
Susan

Terry Miller:

Thanks for the reference Susan. I will try to learn how and where to upload documents so I can share this with all.

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