Ewan McIntosh | Design Thinking, Education & Learning

Web Name: Ewan McIntosh | Design Thinking, Education & Learning

WebSite: http://edu.blogs.com

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Defining strategy is the most important work a leadership team can do. The last place they should go to do it is a retreat.It’s January, and wherever I look online I see so many friends’ new year’s resolutions, strategies to make 2019 a little better than 2018, perhaps. And I see many wittily launch jibes about how they don’t make resolutions (“I never keep to them anyway, so why bother?”They’ve got a point: we create resolutions at a time of forced relaxation when most of the world has shut down. The inbox is empty (or, at least, not filling up), our families surround us physically or digitally, our thoughts of work are kept at bay, still, through a fog of champagne bubbles and hangovers and bracing twilight walks. The time in which we come up with our resolutions barely resembles any other time of year. It’s no wonder that the daily cycle rides, walks or gym visits subside when the onslaught of reality begins on January 3rd.In March a few years ago, I had been invited by a group of different schools’ Heads to a joint retreat. It was a retreat in name, at least. In reality, it was an overcharged three-day programme of administrative meetings, mutual therapy, forced fun, eating and drinking a bit too much. I was asked to walk them through an innovation process so that they could make Great Things Happen. I was given six hours during their three precious days. One of the widely-respected Heads proclaimed:“I don’t know why we’re looking at innovation now, at this point in the year. It’s a terrible time to be thinking about doing anything in a school.”March is indeed a hectic time in schools. Examinations for older students are looming, the last chance for some serious cramming on the horizon (by this point, many secondary schools admit that the learning is more or less suspended). Even little ones are finalising portfolios and presentations, exhibitions and performances.But I was perturbed. As the CEOs of their organisations, strategy should be an everyday activity. Strategy is not something for which we can afford to cherrypick a slot in our calendars, something we choose to do at certain more relaxed times of the year. Strategy is definitely not something we can demote to six hours in a forced period of ‘retreat’.Innovation is change. Change is what strategy both predicts and provokes. Strategy is where we plan.The strategic plan itself is rendered useless fairly quickly. “Strategy’s great until you get punched in the mouth,” says Mike Tyson. “Plans are worthless, but planning is everything,” is how Dwight Eisenhower put it. Eisenhower was actually paraphrasing what a soldier had told him, and the soldier was much more precise in what kind of plans are worthless:“Peace-time plans are of no particular value, but peace-time planning is indispensable.”And there it is. Peaceful time plans — new year’s resolutions, strategic planning done in the quiet months of an organisation, holiday romances — are often worthless the moment the break or retreat is over. But the process of thinking things through — the planning — is vital. Why?Peaceful time planning is vital because it lets us go through a process slowly. Think of it like training in a technique, a technique that we should be employing every day, at faster and faster speeds, so that when we’re in the thick of it in our busier ‘real’ lives we can cope with the punches coming our way.After a deep immersive process throughout their organisation, a Design Team of students, teachers, staff and parents work through a mass of data, perceptions and stories to design simple strategy that anyone can use.Over the past four years, my team has been involved in more strategy work with organisations than ever before. The word of mouth that drives some of the most successful organisations in the world to us for this help is invaluable, and reveals why people are seeking something different to their usual “strategic planning retreat”:1. One, two or three days are not enough to come up with a strategic plan. Strategic planning is about the future, but to do this well you need to build on what happens today. People need some time to dive deeply into what makes their organisation tick today, and what people’s hopes and fears for the future might be. If you’re doing it properly, this deep dive immersive experience can take up to six weeks, and should involve everyone in your community contributing their perspectives. It’s a significant communications exercise to ensure everyone knows that they have the opportunity to present, share or post their perceptions of what works well, and less well, in the organisation today.We use a strategic planning version of our NoTosh Design Thinking process to set up effective teams who can procure, encourage and manage this massive set of contributions, and then make sense of the trends that emerge from it. This kind of inclusive, immersive process is superb for providing that ‘peacetime planning’ moment for every member of the community. Even if it’s just for five minutes in the ‘war room’ or ‘project nest’, every teacher, student, parent, employee or visitor to the school can take the time to reflect, and get their memory muscle developed for planning every day. And the tools we use to synthesis all that data turn even the most ardent moan into a positive force to drive an organisation’s ambitious ideas.2. The strategic plan itself is worthless within weeks or months. Organisations’ needs change quicker today than they did ten years ago. A five-year strategic plan might help a leadership team feel accountable, that they’ve done their job. But continuing with it headlong, without ever changing the expectations along the way, would be foolish. I don’t know any leadership team which has actually seen through every item in a five year plan, at the exclusion of all others. Most organisations with these kinds of long-term plans have massive fatigue in their teams: initiative after initiative gets introduced as sticky plaster planning for when the original plan isn’t quite working. But no-one ever dares to ditch significant projects in a five-year plan, even when, further down the road from the point of writing the plan, they’re clearly off-target.Instead, we invest expertise in framing a leadership team’s vision as an exciting image of the future. Individually, a leader will struggle to express a vision that doesn’t make their ass clench with slight embarrassment from being a little too much or, more likely, a bit underwhelming. But with help, it’s possible to translate a team’s individual ideas for the future of their organisation into something that is compelling and which feels like a ‘goldilocks’ vision — not too hard, not too easy, just right.3. Most strategic plans are actually just long-term plans. They’re not strategy. Strategy should look mercifully short when laid out on a postcard. Three, four or five ‘orders’ that tell the team how to play, but which don’t lay out each and every step you expect people to take. The ideas to realise the leadership’s expression of the vision need to come from and be delivered by the people who will feel the positive impact in the end.That level of simplicity takes a lot of effort, expertise and time. We use some of the world’s best copywriters to knock strategy into shape so that the youngest member of a team or the person with English as their third or fourth language, can all understand how they’re meant to act.4. Good strategy is only good when we know it works. So we don’t make anything final until the leadership team have tested the strategy out with their own current big projects. Ideally, there should be some that are clearly in their last breaths, ready to be ditched because they don’t help realise the vision, and they can’t be done in a way that works with the rest of the team’s strategy. Other projects will need changed to be successful — the strategy tells the leader how they need changed. And there will be some existing projects which will move front and centre — they may take on importance they didn’t have before.Confident organisations test strategy further. In the American School of Warsaw, they’ve been testing for eight months, and are ready now to commit to most of what they set out, with some minor changes. Other organisations just know that they’ve nailed their direction, in days, often because there was little direction before, so any direction helps people have the focus they need here and now. These teams, far from being slapdash in their approach, understand deeply how strategy is something to be revisited daily.5. Good strategy should be revisited every day. How do you know you’re doing a good job? How do you know that what you did yesterday worked, and what you’ll continue today will realise the vision you’ve got? Success metrics should not be reduced to annual or quarterly traffic lights, percentages and Board-speak management jargon. Success of projects can be measured in so many different ways, every day. Meeting about project success every week for 30 minutes allows the average organisation 48 points of change, instead of what might be achieved with eight Board meetings. For a leadership team to meet every day for 10 minutes to talk about success, accelerates the potential to tweak and amplify success to 240 points every year.1000 points of change over five years, or a five year plan with one process at the start to get it right? Which do you prefer? That’s a lot more opportunity to plan together, to cope with the punches to your collective jaw, to kill off ideas that aren’t working (and assure yourselves that everyone knows why). You can only do this if you’re confident that your strategy is of the people in your organisation.6. Strategy has to be true, not a trueism. Genchi Genbutsu is the Japanese term for the kind of active observation of the organisation that we undertake in that first deep dive. A leadership cannot take itself away to a five star hotel to presuppose what might be true, and develop a strategy from that point of view. A team can’t just talk about what it sees. It’s got to look. This is Genchi Genbutsu. It literally means: get out and see for yourself. Toyota are arguably the Japanese grandmasters of this technique, led by the founder of their world-famous manufacturing system, Taiichi Ohno, and it forms part of their formal five-part strategy for working:The best practice is to go and see the location or process where the problem exists in order to solve that problem more quickly and efficiently. To grasp problems, confirm the facts and analyse root causes.The Toyota Production System requires a high level of management presence on the factory floor, so that if a problem exists in this area it should be first of all correctly understood before being solved.In Jeffrey Liker’s The Toyota Way we see the notion taken beyond the factory floor. Yuji Yokoya was the chief engineer for the 2004 Toyota Sienna redesign. Yokoya had never worked on a car made for the North American market, and he felt the need to practise some Genchi Genbutsu and get out to North America to gain some sense of empathy for a North American driver, and the potential purchaser of this new car. In the end, Yokoya drove a previous model Sienna throughout all 50 American states as well as all 13 provinces and territories of Canada. He got as far as the streets of Mexico.Why was such a costly and timely roadtrip necessary? Was this the midlife crisis of a successful engineer, or a genius move to make major changes to an otherwise successful (in the Japanese market) car?What he learned could not have been learned from any analytical data, survey or web search. Why? Because the things he observed needed observing by a Japanese Toyota engineer to make sense — they needed that empathetic, but foreign eye, to be seen afresh. For example, he discovered that roads in Canada are very different from those in the US — they have a very high central reservation designed to deal with the never-ending snowfall of winter. He learned that the winds in Mississippi are so strong at times that, if the family-sized Sienna were not designed with this in mind, it might have flipped over with the force. The most valuable lesson was perhaps to do with a tiny, non-engineering type problem: cup holders. In his native Japan people rarely eat or drink in their vehicles, while their North American counterparts were relatively settled in the habit of eating several of their daily meals within the car, on the move.From the many design and engineering problems he spotted, Yokoya’s team developed a new Sienna for 2004, equipped with 14 cup holders and a flip tray specifically designed for your Big Mac and fries. It was their best-selling model yet.The notion of ‘getting out there and seeing it’ might well seem like a drawback for leadership teams looking after large institutions, or entire districts, states or countries. They might feel that they can’t afford the equivalent of a 50-state road trip to get a firsthand insight. To undertake an extensive immersion, in person, ‘out there’, might not be possible for every individual leader. But it is possible when you harness your community, communicate well, form dedicated design teams to do the work with you. Toyota explain further with a reassurance for leaders:The nature of the phrase is less about the physical act of visiting a site but more to do with a personal understanding of the full implications of any action within an environment as a whole.The impact of changing one’s mindset, often by applying a strong sense of empathy to how others might view a situation, is powerful. Even in a workshop type situation, normally within the air-conditioned magnolia of a plush hotel or a school meeting room with no wifi (and no connection to the outside world), the mindset change put in place by considering every actor’s feelings and potential observations of the current situation is profound.From one workshop in a business centre in Spain looking at problems in schools 500 miles away:‘This workshop focused on people and used real examples; the process was involving.’From a Headteacher in England:‘The fact that everyone can take part and feels a necessity to join in means that all views, good and bad are taken into account.’From a team in Australia looking at a perennial challenge they hadn’t (yet) overcome:‘We loved having the time to explore ideas, good and bad, without negativity, to see things from so many perspectives.’Just making an effort to connect with people from other perspectives transforms our thinking about what the underlying challenges we need to address might be.This article has elements adapted from my book, How To Come Up With Great Ideas and Actually Make Them Happen, available in paperback, Kindle and iBooks, and in Spanish. Once again, I ve analysed my year of travel to see if I m any closer to reducing it year on year. It s an annual habit, and if often kicks off new ideas that might affect my team s next year of work. The good answer is: yes, there is less travel! And not just that, but having reduced the schlepping I do, I ve been able to hire more amazing people to lead on our work, and celebrate one of NoTosh s best years ever in terms of the quality, quantity and breadth of work we re doing. Key to traveling less has been a marked increase in the number of folk who see and are now reaping the value of working with us online. I ve avoided as many as 20,000 miles of travel thanks to greener clients, who are also many dollars better off having not paid for the airmiles that are wrapped up in our regular fee structure. The quality of our work is better, too, thanks to this. We are doing fewer of those day-long workshops with teachers or leaders, when an hour or even thirty minutes before the day gets started is more worthwhile. We re seeing more school leaders take this up, although it s harder to get teachers into the habit of taking 30 minutes me time to jump into a coaching session on the day or week ahead. But it s starting, and the value to us all is huge. Coaching is very different to consulting a Personal Learning Network on Twitter. It s intense, targeted, focussed and involves a one-on-one discussion that arrives quickly at resolutions to current day challenges that will have a long-term impact. And we come back to measure whether that impact actually happened. I don t think it s a way of working that many are used to in Education, although many corporate clients have had some rare experience with it. Encouraging both groups to take more regular time out for coaching, little and often, is a real challenge, but we re beginning to see some huge impact from relatively little input (and relatively few dollars!). In 2017, my whole team plans to make more varied use of online coaching, in an effort to wean more clients into this way of working. The face-to-face stuff that really needs travel will still happen, and we ll enjoy it even more, I m sure. 2007: 51,281 miles2008: 81,887 miles2009: 41,902 miles2010: 106,372 miles2011: 128,555 miles2012: 242,266 miles2013: 207,837 miles2014: 237,195 miles2015: 163,581 miles2016: 116,863 miles When you want someone to do something, you tell them so. In companies and schools alike, we ve found a polite way to tell people what to do by writing visions, missions and all sorts of other PDFs that languish on the C-drive, bound polypocketed books that sit deep in the cupboard under your teacher desk.Education is filled with jargon and we-speak that means nothing to the people who hear it every day. Teachers, students and parents are as much in the dark about the transformational leverage being curated within their organization (or, in other words: we really want you to change the way you do stuff).I spend a fair amount of time working with copywriters, advertising and marketing geeks on language: how do we say what we mean, and mean what we say? Getting more direct and killing the jargon is a great start to changing the way you do stuff in the long term. It helps involve more people in the change, too, because they can actually grasp what they re meant to do to make that change happen.But in this talk from the marvellous Rory Sutherland, there was that other mechanism to create change, and one of which we are might fond in NoTosh. In fact, the first book every new employee gets is Smile In The Mind, a tome full of visual puns that say so much without saying it. Sutherland calls is MONO decision-making: Minimum Oblique Non-Obvious decision-making:It’s sometimes easier to do the wrong thing than the right thing.Most people do the wrong thing because they’re not aware of a choice.But give them a choice, no matter how rubbish it is, they then make a choice that they didn’t know they even had.When London wanted to get people using a new train line, it doesn’t require a large investment (a new tram- or trainline), or much tunnel-building, but rather a revealing of choice in the right place and time. The new Crossrail is in fact a bunch of train lines that they ve connected together on a map, more than connecting them together on the ground. That map - the Underground map - traditionally showed North London as being the most connected place, and thereby thrust up housing prices. It s not true - it s just that in South London you use a warren of train lines that cannot be seen on the underground. He expresses it in all its clarity, with other examples, at about 10 50 into this clip. This Tuesday, I want you to join me in the pub. It’s your homework. There will be a test.My old tutor from teacher training college, David Muir, giggles as he types up some gems being shared over a beer between two other men: John Johnston, a primary teacher from Glasgow, and Will Richardson, an international keynoter whose formal talk earlier in the day had left us asking what they did in New Jersey that was, actually, any different from what we did in Scotland. Bob Hill from Dundee and Andrew Brown, a local authority (or school district) geek-in-residence listen in, priming the anecdotes they’ll respond with shortly. Behind me, at a different table, are a few others, snuggled around a table listening to the gems coming from an old uni pal who’s just started teaching, Grant Fraser.It doesn’t seem like much, but this informal gathering, arranged in fewer than 24 hours, was the first unconference for teachers, anywhere in the world. As we organised it through IRC, for lack of a Twitter quorate, and blogs, we called it the ScotEduBlogger Meetup, but that very night we decided that this might be a tad limiting, given we talked about more than just blogs. We also realised that if we wanted any women to make it along, we’d have to break free from what was, at that time, the mostly blokeish pastime of blogging. TeachMeet was born. And it was a full four years ahead of its American cousin, EdCamp. The parents of TeachMeet were, from the start, against it becoming monied, sponsored or financially supported beyond what was necessary to make it work, commercialised in any way, or becoming too formal by requiring a board, or trustees, or organisers. The lack of politics with a small ‘p’ was refreshing for teachers who mostly inhabit a world full of it. The lack of cash? Well, we’re teachers. That’s considered normal. I don’t know what I’d do with$2m, but I doubt it’d help make TeachMeet any more popular than it is today. Over the past ten years, it’s been a challenge to maintain that attitude in the heads of everyone who’s involved, but it’s managed to remain a very different beast to its EdCamp cousin as a result. It’s a difference I love. More than just a random bunch of teachers heading out for a midweek pint, this was planned, intentionally, to be the antidote to the Edinburgh City Technologies Conference, which had left us all a bit deflated. In our classrooms, we were doing more interesting stuff, frankly, than that talked about by the experts and commercial outfits vying for business back at the conference centre.I remember a discussion on IRC, about whether we should even invite Will along, given he was the keynote speaker that day, and somewhat occupying the podium that we were wanting to rebuke. A few of us knew Will well enough, though, through his blog posts, and thought he’d get into the ‘real’ goodies over a pint, more readily than in front of a few hundred folk in a beige convention centre.The evening also had an unwritten rulebook, formed through the conventions of this rather twee little pub on Edinburgh’s historic Royal Mile:1. Don’t speak over someone who’s speaking;2. Don’t hog the conversation, or someone will speak over you;3. If you need to leave to get a pint, leave;4. Don’t get too many laptops out: if you can tell your story without one, just do it. We’re in an Edinburgh drinkers’ pub, after all;5. If you do need to show something, for goodness’ sake, don’t do a PowerPoint (see Point 4, above).The most unwritten of all the ‘rules’ is maybe that of the Master of Ceremonies. In the pub setting, there’s always an MC. Sometimes they’re a total pain the neck. The loud chap in the corner, probably in a double-breasted suit, prophesying at his loudest and brashest to anyone who’ll listen, berating those who speak during his wife’s karaoke attempts, or who disagree with his political persuasion.The more successful MC is almost invisible through their prowess. Any good pub has one. Sat, not stood, in a central position of the bar. He keeps an eye on the action, and subtly moves the pieces around like a chess master. A small utterance now and then turns potential discord between patrons into uniting harmony. His own stories normally get saved to last, until the after-hours lock-in, where a few lucky souls will get the résumé of the evening that no-one else was able to see.From that night, we’ve written down most the rules, sighed when we’ve seen them forgotten. We’ve run some bigger TeachMeets, snagged some amazing venues, spent a lot of businesses’ cash on free beer and pizza. We’ve seen other countries adopt TeachMeet as their own, a few claim credit for starting it. We’ve seen TeachMeets sizzle when they offer something different for the teachers who come, and we’ve seen them stumble, stutter and stoater out as hosts forget how to really make those segues shine the spotlight on the teacher (and not the MC). We’ve kept the chaotic wiki where people organise, sign up and talk about their events. It’s got the look, feel and usability of your aged granny’s family anecdotes, but it’s for that reason that we keep it and love it (it is down as I try to link to it…).This Tuesday, 10 years on to the night it all started, I’m going back to the Jolly Judge Pub in Edinburgh. I’d love you to join me if you can. In an age of Facebook Live, Twitter, Medium and Instagram, maybe you’re expecting to join in virtually. The point is, I’m going to be in an Edinburgh pub. What do you think I’m going to do? Twitter s biggest contribution to the world might be the art of synthesis. There s a lot of talk about how Twitter is on its last legs, how the bubble will burst. As a business (or lack of one) that might be true, but what the format has done is promote a new form of writing. I ve spent the last two weeks in Québec, learning alongside some amazing practitioners. In fact, my own teaching vision was largely moulded by an early experience in Francophone New Brunswick, and so it follows that I enjoy working alongside Francophone Canadian educators - there s a shared vision of what can be. One of my favourite chums there is Jean Yves Fréchette, a retired teacher (if you ever can be retired) who has pioneered educational technology since the 70s. If he lived in America and worked in English you d all have heard of him and he d be relaxing in his condo on the Florida coast. He s amazing. I m going to share a few finds I discovered thanks to him over the weeks to come.Much of his work has been in Twitter this past decade, heading up the #Twittérature movement in Québec and beyond, and carving out beautiful Twitter haikus.Having seen some stunning photography - the photographer s daughters choosing their own settings, poses and camera angles, before he shot the images - he collaborated to produce 140 character poetry to go with it. The results are now in a book, a preview of which you can view online. About Ewan Ewan McIntosh is the founder of NoTosh, the no-nonsense company that makes accessible the creative process required to innovate: to find meaningful problems and solve them. Ewan wrote How To Come Up With Great Ideas and Actually Make Them Happen, a manual that does what is says for education leaders, innovators and people who want to be both. What gets Ewan up every morning NoTosh - the way you can work with Ewan School leaders and innovators struggle to make the most of educators' and students' potential. My team at NoTosh cut the time and cost of making significant change in physical spaces, digital and curricular innovation programmes. We work long term to help make that change last, even as educators come and go. More on what we do More on how we do it: the LabSee what others have said about working with us.

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