Critical Thinking, the Series: Learning to ask “Why?” again

If intentional collaboration is the productive exchange of big ideas, then philosophy is an important foundation. From Socrates to Aristotle to Kant to Kuhn to Senge (and a host of others in between) there is a rich heritage of thought on the pursuit of understanding, with a host of cognitive models to help us work on the hardest problems.

For those willing to do the work – and it truly is work, no silver bullets to be found here – improving how we search for knowledge is central to all manners of collaborative solutions, framed alternatively as innovation (in the commercial context), or emergent outcomes (in the context of complexity). That puts intentional collaboration on the critical path to solving virtually all critical social, commercial and public sector issues.

The stakes are high.

Ultimately it comes down to a decision: are we willing to embrace and foster the hard work of critical thinking?

I’m neither philosopher, nor academic. But if Socrates, arguably the father of critical thought, were to give a guest lecture at a local college, I’d be on the front row with my laptop, taking notes.

At some level, I think I’ve always had a hunger to understand.

But even with a healthy bias for learning, it’s easy to lapse into a mode of passive acceptance. We’re deluged with so much information, it seems increasingly natural to tune much of it out. But where do we draw the line? Are we losing our intellectual edge? What legacy are we leaving for future generations?

Critical thinking may be our last line of defense. We need to unpack it and understand it, and frankly, we need to get better at it.

Let me offer a working definition:

“Critical thinking is the skill set we use to challenge our initial, surface observations of a topic or insight, enabling a rigorous understanding of root causes, relationships and meaning.”

The rigor that goes into critical thinking is among the main reasons we struggle with it so. It’s hard work. And it takes more time. Deep learning requires more than just surface observation or memorization of fact, which has implications in many important areas, ranging from business to education.

Let’s recap some subject domains – past and present – where critical thinking plays a key role. This list will serve as a guide for subsequent posts, as I did in my 2010 culture series. I’ll update this outline and add links as we go in the months ahead.

  1. Philosophy (posted 5/21). How we think. Our rational minds use principals of logic every day to solve problems, but we pay little heed to the dynamics of reason, and the role our mental filters play. Tracing the heritage through Socrates, Aristotle, .. (ok, it’s a long list).
  2. Language (posted 8/16). How we communicate. Language is the essential foundation for framing our inquiries and our proposed solutions. Our words matter greatly, but we give them so little thought. Foundations in Wittgenstein.
  3. Metaphor (posted 8/31). How we find common ground. The power of metaphor in story and discourse has been central to our social learning process since we began to converse with our parents. Are we trained in the art of story telling? Is the intentional use of metaphor a lost art? A look at Lakoff on an important topic.
  4. Knowledge Frameworks (10/31). How we attack ‘the problem of knowledge’. This post will trace two evolutionary threads over the last 2500 years. Both are rooted in antiquity, but their most recognizable branches are empirical science and rationalist philosophy. The two roads diverged some time ago. Can we contemplate the paths coming back together?
  5. 21st Century Kant: Complexity (1/22). How we adapt. We’ve learned some behaviors of complex systems, but how can critical thinkers make sense of what seem to be increasingly unsolvable problems?  Can a new semantic analysis of Kan’t Categorical Framework provide any insight?
  6. Public Education. How we learn. This is doubtless the most fertile ground for this discussion in the modern day. Few argue the importance of teaching critical thinking, but to what degree are teachers able to foster it? What level of command should high school graduates possess?
  7. Business. How we innovate. There’s a raft of challenges in the commercial space, where inertia from our past successes has led to an endemic lack of critical thinking. What skills must executives employ to get ahead of the curve? (I’ve expanded on approaches for workplace at Talent Culture, and found a useful innovation frame started by Pat Lefler at Blogging Innovation).
  8. Thought Leadership. How we inspire. From academia to corporate enterprise to the political realm, our leaders want us to follow them. But do their messages makes sense to us at a cognitive level, or are we simply responding to emotional appeals?
  9. Collaboration. How we engage. We need to unlock new ways to interact in teams, bringing the potential of networked critical thinkers to bear on difficult problems. How do we get there? (see also Design Thinking)

No wonder there’s energy on critical thinking from all sides. There’s enough research in this framing for the balance of 2011. At this point, we will definitely spill over into 2012.

As we explore the depths and the many dimensions of this topic, we’ll need care to navigate the chasm between keeping it simple (aka accessible) versus the demands of academic rigor. Both are important.

Challenge me to strike the right balance.

As always, your comments and tweets will help expand and enrich the conversation. I look forward to them.

Catalysts for Social Change: Tapping Christensen’s Insights on Public Education

Thought Leaders, by definition, play a valuable role in helping to shape our perspectives. It’s not that they have all the answers. But they can serve as a catalyst for new thinking. The very best ones will challenge our world view, reframing our old paradigms and giving us new tools to attack long-standing problems.

As Ecosys continues to explore the many challenges of our Education ecosystem, we see value in “checking-in” to those insights.

Our discussions can’t help but be enriched and further informed.

Tonight, WEDS 10/6 at 9pET, we will look to the work of Clay Christensen in “Disrupting Class” (2008) to discuss his deep and thought provoking insights on social innovation, in the specific context of public education.

Click here to join the conversation.

It’s worth noting that Christensen’s heavily circulated work on ‘disruptive innovation’ (which we’ll discuss) is not limited to education, but also areas like healthcare. This is significant, because our foundational ecosys framing shares a similar broad base. The thought process? Large, complex, interdependent ecosystems of people and organizations have trouble working resolving conflict. The larger and more mature the ecosystem, the more deeply the traditional beliefs and paradigms are held. Environments and social realities change, but often, the ‘system’ struggles to keep pace.

We can’t do justice to “Disrupting Class” or disruptive innovation in one 2 hour chat. But let’s try to get our arms around the following main points.

Q1 Learning Intelligences & Custom Learning (ch. 1)

  • Is there consensus on different learning styles & intelligences per Howard Gardner (80’s)?
  • To what degree are the benefits/advantages of custom learning embraced?

Q2 The “Factory Model” of Public Education (ch. 1)

  • Want to discuss foundations of the standards movement in historical context, fueled by rapidly expanding populations. Over the ensuing decades, what has scaled? And what hasn’t?

Q3 Textbooks & the Establishment (ch. 5, 7)

  • It seems important that uncovering prevailing paradigms & understand resistance to change, per Kuhn (60’s)
  • Is there an appetite for evolving how teachers teach (“coaches”, “content architects”), and how students learn?

Q4 Disruptive Innovation (ch. 3, 4)

  • Christensen suggests local innovation focus where there is no prevailing competition. Do his target examples resonate? (Pre-K, home school, tutoring, AP, credit recovery, special needs)
  • Is “student-centered” learning viable and what is the potential of technology to enable this?

Q5 Framing Success (p. 185-190)

  • Engagement is critical, because “where people are plotting change, they are often talking past each other”. Agree? How do we get there?
  • Need common solution language, so we must “negotiate” and use diverse change tools – to coerce, guide & inspire (as appropriate)

Do Christensen’s perspectives resonate with your experience?

We’ll spend 20 minutes framing and discussing each of the above 5 topics tonight, and will capture what can be captured in our wiki. There will certainly be more to come after that.

RESULTS OF THIS CHAT ARE POSTED ON THE ECOSYS WIKI, HERE.

While this is just the inception of our Thought Leader series, you can probably tell from our framing how much work lies ahead.

As always, we’re up to the challenge.

We hope you’ll join our conversation.

Pathways for change in the K12 Ecosystem

It’s easy to toss aside the notion of meaningful social change. For starters, you’d have lots of company. But let’s take a look at an area with mounting problems and the highest of stakes:

Un-packing the Challenges of K12 Education

By any measure, our western culture and economy – and within that universe, our education systems – have grown so large and intertwined that we quickly scoff at the notion of doing something to improve them. Countless well-intended efforts have failed. Or they succeed for a bit locally, but then can’t scale. Frustrations mount. Those inside the hardened silos of our aging institutions are just as trapped by their realities as those on the outside.

It’s not a lack of passion or desire. It’s just that, as a society, we’ve become overwhelmed by ‘the system’. It’s been going on for a long time – by most accounts, over 100 years. Quite simply, it feels like we’ve lost control, and in some important ways, we have.

What if we changed the rules?

The problem with social, cultural and economic forces – the complex result of human interaction – is that the outcomes don’t align with our intentions. Most of us were reared in a simple (linear, Newtonian) world of ’cause and effect’, and we expect a simple answer to every problem.

Why can’t we just fix schools? Or healthcare? Or the economy?

What we’re learning is that complex systems – especially the human variety – work and behave very differently. We must focus on actors, motivators, outcomes and patterns.

We must attack these problems in a different way.

EcoSys is a social innovation group that started in August 2009. The goal of the group has been to apply a new science – the study of complexity in social ecosystems – to the hardened problems we face as a society.

Intriguing? Ambitious? Yes, on both counts. But open your mind for a moment.

Can you imagine the potential of global thought leaders discovering a focused problem-solving dialog, adding to it, and ultimately building a shared knowledge base of solutions?

Can you imagine an objective exchange of ideas and concerns, shared publicly in the spirit of collaboration, subordinating agendas and special interests in favor of meaningful, scalable innovations?

Can you see social media – Twitter, in fact – as an engine for change, with the connections of each contributor serving as pathways to deeper insight and focused action?

That work is underway, and we’ve posted some K12 progress here.

We’ve still got some work to do on it, as we continue to refine our issue framing.

Are you ready to Engage?  Join us each MONDAY at 9pET using hashtag #ecosys. You can use TweetChat  (try this link), TweetDeck, TweetGrid or HootSuite to join us. Just be sure the #ecosys hashtag is in each tweet, and search on that tag.  Bring your insights and an open mind. It’s free, unaffiliated, and destined to make a difference.

How do we know?

Because 3 years in and some +40,000 tweets later, our topics are gaining traction and spontaneous conversations are starting to break out. We call that momentum. And we’re working to take a step to the next level.

Stay tuned. And welcome to the K12 ecosys.

Original framing blog
Full process
EcoDNA (our first emergent innovation)
EcoSYS founders

The DNA of Collaboration: Unlocking the Potential of 21st Century Teams (where Ecosys is a case study)

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Kotter’s 8-Steps: Leading Change in the 21st Century Organization

CHARLOTTE, NC. April 2010, by

Is there a good way to attack change in organizations? To influence (and maybe even ‘fix’) the complex org cultures that drive the collective behavior of their members?

That’s the focus of this post, the 5th in my series on culture change.

John Kotter gave us perhaps the best-circulated approach for change in his HBR paper that turned into the classic: Leading Change (1996). With the caveat that there are no silver bullets I believe Kotter provides a strong, intuitive and timeless approach to grappling with change.

Unfortunately, too many have given up along the way.

Organization change and, more specifically, changing an organization’s culture, share a common scope and scale. They are, in many ways, intertwined. That means Kotter can take us in the right direction. Let me recap his 8-point outline here, providing some 21st century insight and ‘solution language’ of my own to update his framing.

  1. Urgency. Per Kotter, one of the biggest enemies is complacency. Why change? Keeping things the way they are is easier. That may be. But the path to major improvements of any kind will be held hostage with this mindset. Low standards or segmented (silo’d) accountabilities can create a false sense that eveything is okay. Change requires everyone to get beyond that comfort zone, to “step up” for something new, different, and better.
  2. Coalition. Inspiring and sponsoring change is the work of leaders, so it’s critical that they engage. That means an oversight group that includes respected leaders is key. Without it, the organization will sense management’s lack of investment and will fail to participate.
  3. Vision. The organization needs to know where it is being asked to go. Having a strong, unambiguous statement that frames the future state is the only way for the organization to focus on it. A well-written vision is motivating, inspiring the organization to come together.
  4. Communication. Many change efforts fail because they don’t reach far enough into the organization. An effective communication program makes the work of the change initiative part of the organization’s daily affairs, embedding messages in as many artifacts and venues as possible. Think ‘saturation’ and you’ll be on the right track. But it needs to be simple and actionable, to retain people’s attention.
  5. Empowerment. Employees often don’t feel they can influence the vision. If they feel disconnected and removed from the issues, they will feel ineffective and powerless, and will not to want to waste their time. The key is to establish a link between how specific employee and departmental actions can realize the vision. Barriers must be removed. And management must start letting go of their unilateral decisions, trusting larger cross-functional teams to work things out. There is less control and predictability in this mode, but empowerment creates the conditions where new ideas can spark and flourish.
  6. Momentum. Major change takes time, and there will be detractors. Kotter notes that posting interim gains drives credibility when it is most needed – on the long road toward implementation. Focus here also puts energy to fine tuning the vision, applying lessons learned along the way.
  7. Integration. I love Kotter’s quote “resistance always waits to reassert itself,” so ‘consolidating gains’ is important. If change initiatives have structures that sit outside of daily operations, we must weave the new programs, policies, people and structures back in. If change remains outside the mainstream for too long, it can seem foreign to the rest of the organization.
  8. Anchoring. The organizations culture must reflect the new changes if they are to survive long-term. Organizations tend to have long memories, and if the leadership changes or the initiative is called into question, there will be many who offer the “old way” as an alternative solution to all the change. That is why bringing the culture forward to align with the change is critical.

Kotter says “human beings are emotional creatures, and we ignore that at our peril.” I agree. I put it like this:

It is not enough to make the case in facts and figures. People have to believe in the change, own it, and live it. Ensuring organization culture incorporates the change elements is the only way to ensure long-term viability.

Again, it would be a mistake to simply follow these steps (or others like them) and expect change to result directly. As we’ve discussed at each post in this series, the many dimensions, structures, and complexities in organizations create challenges at every turn. Leaders recognize this, and adapt their approach over the life of the change effort.

At the core of it, is a commitment. They can’t ever lose faith. To lose forward momentum is to accept defeat.

We started talking in January on barriers to ‘2.0’, with the idea that ‘social media’ integration and, more broadly, ‘innovation’ itself faced many cultural barriers. Leading coordinated change initiatives (vs. traditional ‘change management’) appears to be the only truly viable path forward. It is truly ‘no small task’. But that’s not to say it’s impossible. It’s simply hard work.

Call me old fashioned, but the sooner we start, the sooner we’ll be done. I say (again): let’s get going.

Complexity in Organizations: Finding Patterns that Work

As our series on org culture continues, its time to raise the bar in our thinking.

Imagine an overlay of the many cultural dimensions of Edgar Schein onto the four primary cultural forces of Charles Handy. The plot thickens: these are conditions present in virtually all organizations. Large orgs have many, diverse subcultures, making cause and effect of broader organization behaviors elusive. The many variables drive an unpredictable dynamic. Traditional OD interventions often take on issues or interventions one by one, in an effort to simplify. But this simply leaves prevailing forces intact.

It’s a complex but common situation, and for most, it’s hard to imagine how to deal with it. As we said in our framing post, that’s why org and culture change efforts often struggle or fail.

The key focus: complexity, and how it impacts culture change in large organizations.

A modern, more holistic perspective for grappling with complexity in organizations comes from the Human Systems Dynamics Insititute (HSDI). Glenda Eoyang w/ Ed Olson, in “Facilitating Organization Change: Lessons from Complexity Science” (2001) introduce some new thinking. Let’s take look at how their model creates focus on specific group interactions amid a sea of variables:

    What, Where and When (defining: the “containers”). Must focus on the problem scope or domain that bring a group of people together at a point in time. Many contexts are possible and potentially meaningful, but to achieve a result, one must be picked for focus, to produce a tangible result. More simply, if its a “box within a box” world, which box are we working on right now?
    Who (defining: the “differences”). Ideally, members of a group will be diverse in their thinking. This brings strong creative energy via opposing viewpoints. Each member can be a catalyst. Bringing members in contact helps them to see alternatives and challenge the status quo. This is essential, and often impossible in Handy’s ‘role/silo’ culture.
    How (defining: the “exchanges”). Ensuring an efficient means for interaction is key, including face to face conversation and electronic connections. How and why will people in this problem space connect? What is the currency of their interaction? Again, difficult in a ‘role/silo’ world.

I see these as the critical building blocks for framing (and ultimately, teaching) collaborative behaviors. And from this conceptual framework, some useful and practical insights have already emerged.

To advance these ideas, let’s tap the perspectives of additional HSDI thought leaders Royce Halladay, Christine Quade, and Mary Nations:

    Patterns are outcomes that result from adaptive group collaboration. It is important to reinforce (and thus, reproduce) the positive patterns, and stop the negative ones.
    Simple Rules are the basis for guiding behavior, which can be done by selecting valuable patterns and reinforcing them (eg. corporate “guiding principles”). These must be actions, starting with a verb.
    Generative Engagement (aka “productive outcomes”) may be the holy grail in this thought process for OD. It is the way to tap value from the theory, as teams model desired behaviors from the organization, and adopt simple rules.

Over time, the theories go, the organization adopts the best, most valuable behaviors, learning to follow useful patterns. There is more engagement. Good things happen. The organization learns, adapts, and becomes more effective.

If you’re an OD professional, this should be resonating a bit.

As a simple example, cross-functional problem-solving teams can accomplish much using this model. But an even more specific example is a special case: online social communities like #smchat and #ecosys. The diverse thinking of such a group tends to challenge established norms. There is no pre-existing structure to unwind. Innovation can commence as soon as the simple rules are established. The group creates its own situational context, and develops its own specialized, often highly productive method for exchange of ideas.

In complexity terms, we call this “self-organizing”. It is a powerful way for groups to spawn new, emergent results.

That’s a fancy name for innovation.

Seeking to Understand Optimal Conditions. Creating optimized, cross-functional discovery teams is a great way to demonstrate and model effective collaboration. They function best in Handy’s “task/network” model. They are designed to adapt, as members learn from interacting with others, tapping their collective base of experience. And they quickly grow adept at pursuing only patterns that produce desired results. Quite literally, they learn. Without such dynamics, the hardened status quo of the “role/silo” culture prevails, restricting exchange, and providing insufficient diversity of thinking to move beyond the status quo. Thus in traditional structured, top-down groups, innovation can easily be shut down. In groups that understand and build energy from complexity science and the HSDI framework, innovation can flourish.

The “Learning Organization” is a future state imagined by Peter Senge in Fifth Discipline (1990). His systems thinking concepts assumed more structure, but his vision of what is possible is congruent with what I’ve outlined here. We are working in the same direction.

Where Senge left open the “how”, Eoyang and others at HSDI are applying complexity science to get there.

The rest is up to us. When we’ve connected the dots on the core elements of organization and culture change (as we’re doing here) we can move more swiftly to pilot implementations.

Next, I’ll post on implications of Culture Change in Government and will update Kotter’s “8 interventions” to account for 21st century forces of increased complexity.

Meantime, your insights are, as always, greatly appreciated.