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Year 2008

Discovering Situational Awareness.

This post discusses a topic well known in the aviation field known as “situational awareness” (SA).  I first learned about this topic several years ago when I was learning how to fly.  The book I read is part of the larger “Controlling Pilot Error” series and is, not surprisingly, called Situational Awareness.

The summary of this text is as follows: (excerpt from Amazon.com)

Do you pilot with constantly acute mental accuracy and analysis? This book helps you to: overcome the passive pilot syndrome involved in many aviation accidents; learn to “prepare to be aware”; sharpen perception of your surroundings; build a second sense for detecting loss of SA; recover quickly from temporary disorientation; and learn about cockpit avionics that warn of SA losses.

When I read this book, I found this concept interesting because I (naively) believed I would be better prepared to deal with this problem once I got in the air.  In the subsequent flight lesson I quickly learned how one can lose situational awareness and just how difficult it is to retrieve it.

In contrast to other flights, the day when I lost situational awareness came when there was an increased amount of traffic and I had not flown for 2-3 weeks.  The combination of these two variables resulted in my loss of situational awareness.

When things become disorienting, whether it involves poor weather, increased radio chatter, or heavy traffic, pilots of all experience levels (not all) have a tendency to redirect their attention to the airplane’s controls and gauges vs. focusing their attention outside the cabin.  Much to my surprise, I (not to mention my instructor!) found myself doing just that – it was almost like my eyes were somehow drawn to the interior of the cabin trying to make sense of what was going on.  Needless to say, this can be very dangerous and has been a factor in many fatal accidents.

In many flight manuals and texts, the recurring message is: “Fly the Plane!”.  The gauges and radios are there to supplement your experience, but they are not there to keep the plane in the air – that’s your primary responsibility.

While this concept sounds simple enough – it can be very challenging.  To learn how to manage complexity and to mentally “remove” yourself from extraneous “distractions” takes practice and understanding.

In my next post, I’ll share some of the recommendations from the text that help one understand, maintain and re-gain situational awareness.  While this has applicability to flight, it also has applicability in normal life – including the workplace.

Twilight Struggle: Starting Off.

In another way of opening new “mental horizons”, I purchased a boardgame called “Twilight Struggle”.  Here’s the description from the rulebook:

Twilight Struggle is a two-player game simulating the forty-five-year dance of intrigue, prestige, and occasional flares of warfare between the Soviet Union and the United States.  The entire world is the stage on which these two titans fight to make the world safe for their own ideologies and ways of life.  The game begins amidst the ruins of Europe as the two new ‘superpowers’ struggle over the wreckage of the Second World War, and ends in 1989, when only the United States remained standing.

Here’s the official website for the game: http://www.gmtgames.com/nnts/main.html

The game is comprised of a fairly large board (referenced from here on as the “game map”), 103 cards, 228 cardboard markers, the core rulebook and two “aid” cards (one for each player).

You can see what the board looks like here: http://www.gmtgames.com/nnts/TSsamplemap.jpg

As I have some familiarity with games such as this, I know from experience that it’s helpful if you can identify three main things:

  1. What is the objective of the game? (this helps set your destination)
  2. Are there any optional rules? (this helps you “eliminate” rules from the core set)
  3. What is the sequence of play? (this helps you gain context and increase your focus)

Having some very basic experience with more complex games, such as Squad Leader and Advanced Squad Leader (more on the latter in future posts), I have learned how not to be overwhelmed with the amount of content (rules, pieces, etc.) and instead focus on the core elements to get a “basis” from which to operate (play).

Let’s start by answering the questions posed above.

What’s the objective? According to the rules:

The object of the game is to score Victory Points (VPs).  Regional Victory Points are scored through geographic Influence over the six Regions.  VPs can also be received through the play of certain Events.  Each region has its own ‘scoring card’.  Playing a scoring card causes Victory Points to be scored, based on how much influence each superpower has in that region at the time the card is played.

Let’s stop here and analyze this paragraph.

The answer to the original question is summed up in the first sentence: “score Victory Points (VPs)”.  That sounds straightforward enough.  What else?  Well, we know that Victory Points can be attained in two ways – 1) through geographic Influence over the six Regions, and 2) through the play of certain Events.  The capitalization of the words ‘Influence’ and ‘Events’ is not random – these represent concepts that we’ll need to understand as we get further into the rulebook.

Are there any optional rules? It turns out that there are some optional rules – these are found in section 11.0 of the rulebook – entitled “Tournament Play” – and at the very end of the manual which are entitled “Designer Optional Rules”.  Since we’re just learning how to play, we can ignore these sections.

Going a step further into the rulebook, we can also identify other sections that we may be able to (temporarily) ignore.  (Again, our goal at this stage is to learn how to play in a short period of time.)

The manual is 28 pages in length and is comprised of the following six sections:

  1. Core Rules (pgs. 1-9)
  2. Extended Example of Play (pgs. 10-15)
  3. Card Histories (pgs. 16-25
  4. Designer Notes (pgs. 26)
  5. Counter Inventory (pg. 27)
  6. Miscellaneous (pg. 28)

In scanning through these sections, we only need to pay attention to sections 1 and 2.  And if we are brave enough to ignore the “example of play” section, we’ve narrowed our focus to a third of the manual!

What is the sequence of play? Our last step is to find out how the game is structured.  We first need to know how many turns there are in a typical game.  Sometimes games can go indefinitely and are not restricted to a specific turn count – Twilight Struggle is not one of them.

According to the rules, Twilight Struggle has ten turns and each turn has the following structure:

  1. Improve DEFCON Status
  2. Deal Cards
  3. Headline Phase
  4. Action Rounds
  5. Check Military Operations Status
  6. Reveal Held Card (Tournament Only)
  7. Flip ‘The China Card’
  8. Advance Turn Marker
  9. Final Scoring (after Turn 10 only)

Given this, a standard game of Twilight Struggle will contain 80 discrete steps.  If you spend two minutes on each turn (as an example), the game will take a little less than two hours.  While you are not bound to any specific deadline, it’s important to have a high-level assessment of how long the game will likely take.  It’s a good barometer to help you improve as you gain more play experience (more on this later).

At this stage, we now have a better understanding of what we’re dealing with!  This small time investment will start to make things significantly easier for us as we take a closer look at the rules.

Part of the enjoyment for me is to learn the mechanics of the game, but real enjoyment ultimately comes when you can get beyond the sheer mechanics and really start to think about strategy and winning the game.  That’s our ultimate destination in this journey.

Inspiration: John Maeda

Background: (from the Rhode Island School of Design website)

John Maeda has a distinguished career in humanizing technology for creative endeavors. He has been a professor at MIT since 1996 where he is currently the Associate Director of Research at the MIT Media Lab, responsible for managing research relationships with 70+ industrial organizations. He has also been a practicing designer since 1990 and has developed advanced projects for an array of major corporations including Cartier, Google, Philips, Reebok, Samsung, among others. His early work in digital media design is in the permanent collection of the Museum of Modern Art in New York. Since 2001, Maeda’s works of contemporary art have been exhibited in one-man shows in London, New York, and Paris to wide acclaim. His highly regarded fourth book, The Laws of Simplicity has been published in fourteen languages and has become the reference work for discussions on the highly elusive theme of “simplicity” in the complex digital world. Maeda has lectured at numerous conferences, universities, museums, and to corporate audiences throughout the world on his philosophy of “humanizing technology.”

Related URLs:

“True” and “False” Advancement Experience

Ten years ago (yes, I think all the time), I wrote the following article about two concepts that I labeled “true” and “false” advancement (learning) experience:

True advancement experience (TAE) is experience that is pro-active and “real”.  Information is obtained on the way to a clear goal.  The more information and experience that is turned up along the way strengthens the overall advancement experience.  A goal must exist in order for true advancement to occur.

False advancement experience (FAE) is experience that is wasteful and potentially meaningless.  FAE occurs when there is no key goal in place.  Information that enters the system becomes quickly assimilated, but due to the increased flow, the retrieval and retention rate is decreases dramatically.  Information overload will always occur in this type of learning environment.  An example of a FAE is spending an increased amount of time configuring a windowing system when the command-line interface is already sufficient.  Experience gained from system-specific configuration is mostly FAE since most of the time spent is due to lack of planning and documentation more than anything else.

Knowing the differences between TAE and FAE is very important to overall advancement.  Time is always a commodity; therefore it must be used wisely.  Know exactly what you are attempting to learn and what you need to accomplish, and your advancement and success rate will increase.

Ten years later, has my perspective changed about TAE and FAE?  Yes and no.  Let me explain.

Let’s say that you are interested in computer graphics, and you have an interest in animation.  One potential starting point is to acquire a 3D animation program and start learning the basics.  After installing and launching the application, you are overwhelmed with the number of features.  This is where things become interesting.

If you start investigating other aspects of the program that have nothing (or little) to do with animation, you could label this “false” advancement experience since what you are learning is not essential to your end goal.  In contrast, if you stay true to your goal of becoming an animator (or at least learning how) and just focus on aspects of the program that involve “animation”, you will gain the experience that you were originally interested in and thus have gained “true” advancement experience.

One possibility of course is that you could choose to learn about other aspects of the program first and then eventually get back to the core “animation” functionality.  In this way, you are just taking a slight “detour” from your destination to gain broader context.  Is this really “false” advancement experience?

Another possibility is that you choose the second path – i.e. “true” advancement experience – and find out that you have to learn other aspects of the program to be able to start animating.  More specifically, you may need to learn how to create a 3D model that you can eventually animate!  Is this really “true” advancement experience?

As you can see here, labeling one’s learning (or advancement) experience as “true” or “false is perhaps too restrictive.

Given my pursuits of numerous goals, I think learning effectively comes down to awareness (“what do I want to learn?”) and focus (“how do I want to learn the material?”).

For example, in order to gain the most from your learning experience, you need to know what you want to accomplish.  The answer could very well be “I don’t know”.  This is a perfectly acceptable answer as it provides you with a lot of freedom to explore different areas.  In contrast, if you know that you want to be an animator (using the example above), this at least gives you a “learning beacon” towards which you can navigate.

Once you have awareness, you now need to focus.  Assuming you know you want to learn animation, you can still explore other areas of the software application without feeling that you are veering off-course.  The trick here is that the degree of your focus will determine how much time and effort you spend in a different area, and whether you ultimately return to your original “path”.

For example, let’s say that you need a 3D model to animate.  Instead of taking a separate path to learn how to model, you could instead focus your efforts on using an existing 3D model.  This would save you time and get you back on track.  But here again, there is some risk in being “too” focused on your end goal.  At some point you will eventually need to learn how to model new objects to further broaden your experience.  Should you do that now or later?

At this point, you can start to understand some of the challenges I’ve personally faced in learning new things.  My personality is one that loves to learn and build connections between unrelated topics.  Because I understand the benefits, I allow myself considerable freedom to explore new areas and concepts to formulate new ones.  However, as I learn new material, I take time to continuously refine where I am going (i.e. “awareness”).

In summary, when taking on a new challenge, take the time to gain awareness of what you want to learn and try to map out a strategy on how to accomplish your goal.  Once you get into the learning process, you will find new “pathways” that you need to consider taking.  Don’t be afraid to take these paths but keep your destination in mind, and don’t be afraid to change the destination.

The Cafeteria.

Many years ago, a teacher shared a powerful concept with the class that has real-world meaning even today.

The story goes like this: In a high-school cafeteria, you will almost always see teachers or assistants responsible for “monitoring” student activity (behavior, actions, etc.).  Students are well aware of this, and at a subconscious level they assume they “need” this level of supervision because (apparently) they are not mature enough to “monitor” themselves.  In turn, behavioral problems are almost certain to occur in this environment.

If you remove the monitors from the cafeteria (or playground, etc.), the students’ maturity level automatically rises and they start to “police” themselves and those around them.  The number of behavior-related problems is less.

I believe this story has applicability to the workplace.

How much trust you place in reports and co-workers can make a world of difference in the working relationship and the end deliverable / result.  If you start off by placing little trust in the relationship and subsequently give them little responsibility (or freedom to self-direct), they in turn will rely more heavily upon your direction and their overall performance will be limited.

In contrast, by placing complete trust in the individual and his/her abilities, the working relationship will grow considerably in a very short period of time.  The individual will have greater confidence from the experience and this confidence will build upon itself, resulting in a self-fulfilling prophecy of “success” for all involved.

Of course, there are exceptions to both the classroom and the workplace.  Some students are simply not mature enough to “police” themselves, and some workers do not have the knowledge or experience to operate independently.

However, as a general guideline I believe it’s beneficial to keep this general principle in mind not only in the workplace, but in personal relationships as well.

My personal leadership philosophy

My personal leadership philosophy focuses on empowerment and setting people up for success.

Empowerment means that a person has specific responsibility over a particular area or effort / project, and that everyone has a clear understanding of her/his role.  This latter piece plays a significant role in setting them up for success.

In contrast, leveraging people to simply “help out” with a particular task is ill-suited for true long-term growth.  I encourage people to not just “help out”, but to “take ownership” over a specific deliverable and ensure that all aspects of that deliverable are analyzed and managed accordingly.

(The key precursor to doing this is to analyze the problem at a high-level and partition accordingly.  Utilizing a “divide and conquer” strategy is key.)

Another aspect to this leadership philosophy is to leverage an individuals strengths AND interests.  For example, if an associate excels at requirements analysis but loathes the activity, it’s not going to be in either party’s interest to put that person in that particular role.  You might be empowering them, but you are not setting them up for success.

From a managerial perspective, I focus more heavily on “foundational” elements before empowering associates to take on new tasks / assignments.  One of these foundational elements focuses on valuesWhat an associate values will play a significant role in helping them choose one direction over another.

For example, if an associate values “harmonious relationships” over “advancement”, it’s likely that the associate will be happier in a group with a good team dynamic than vs. being promoted within a team  lacking such a dynamic.

Once a person’s value assessment is complete (there should be 10 core values), a formal “talent builder” and “skills assessment” should be next on the agenda.  This will help the associate refine their current tasks to align with their interests, and it can also help guide the associate towards a new role if there is existing misalignment.

It’s only after these two steps where both short-term and long-term plans can be formulated.  Once this is performed, then the leadership principles discussed earlier can be applied.

Why total “professional transparency” doesn’t work – yet.

“Being transparent” is a phrase most commonly discussed in interpersonal relationships. Let me share an excerpt from a book entitled “Getting Real” which describes this concept:

“Self-disclosure, synonymous with being transparent, is the ability to reveal to another person what you have done or what you are sensing, feeling, thinking, or saying to yourself at the moment. When you share your thoughts, sensations, feelings, even your judgments “in the interest of transparency,” you are less apt to get caught up in the illusion of control. […] Letting yourself be seen by others is also an important aid to seeing yourself more honestly. It is harder to fool yourself when you are going public about who you are.”

The theory behind total professional transparency is essentially to share information about one’s professional life to allow them to grow even faster.

One major goal of being professionally transparent is to allow colleagues and future colleagues access to information they wouldn’t normally have. For example, performance reviews are not shared with large audiences because of their confidential nature. If I was allowed to share this information, however, colleagues can gain a glimpse into my professional work experience, how my performance was summarized for each time period, and how my performance changes over time.

In theory, my relationship with my colleagues can improve through a common understanding of my professional history, strengths and development opportunities. In addition, future employers can benefit from having greater insight into my past experience. In either case, my professional development can increase that much more rapidly through this common understanding. This is the ultimate goal in sharing this information and being completely professionally transparent.

One major problem with being completely transparent in one’s professional life is that there is a risk that people will misinterpret what is being shared.

This, of course, is understandable and grounded in reality. Having enough context to understand another person’s professional life and experience is extremely difficult. Because of this, the reader is left to form their own opinions about what is being conveyed. Depending upon the objectivity of the reader, feedback can be interpreted as negative or positive.

Perceptions aside, companies are torn between sharing confidential information and allowing associates to be professionally transparent.

For better or worse, companies are forced to protect themselves when it comes to managing their labor pool. That being said, more and more companies are working to expand their transparency efforts by encouraging open dialogue and communication among associates and management, particularly with a goal of improving associate performance. However, they are indeed torn between providing unrestricted sharing of information and protecting their own interests.

In addition, not all companies are equipped to provide useful and grounded feedback for employees.

Each company is different, and many do not follow a formal review process. I am fortunate in that my experiences over the past several years have offered me the opportunity to be involved with such a process.

Having complete transparency in one’s professional life, therefore, may not be realistic at this stage. But, one can still employ useful constructs to become closer to this goal.

Being transparent means that one does not have to worry about presenting a front that masks their development opportunities. Masking / hiding development opportunities can work for a period of time, but they will ultimately surface. By not sharing this information in advance, time that could have been spent further improving is unfortunately wasted.

Why values are a key component for success.

Earlier this year, I came to a realization that I didn’t have a clear sense of where I was heading – both on a professional and perhaps personal level. After much research and thought, I realized that I did not have a solid understanding of my values, and because of this, my ability to make clear decisions about my future was limited.

While I do not recall the exact source, I found the following excerpt to be very enlightening:

“Research shows that high performance and high productivity are frequently linked to people who work in concert with their values. Some people find that the older they become the harder it is to work or to live when they are out of harmony with their values. Choosing organizations and positions in sync with your values assures both productivity and happiness. Being out of sync can result in sickness, depression, anger, and a sense of disappointment or discontentedness.”

Knowing your values makes it easier to formulate career and development choices. It also facilitates decision-making outside the workplace.

Because there are numerous values from which to choose (here’s a good starting list: http://www.gurusoftware.com/GuruNet/Personal/Topics/Values.htm), it’s important that one take considerable time to narrow down this list into a reasonable “top ten” (or five). One suggestion is that you list all available values and then continuously refine the list by removing ones you don’t feel are “core” to your being.

Once you have the list at a reasonable number, you can then ask yourself – if I could only choose one value, would this be it? By using this type of comparison scheme, you can finalize your “core” values.

If you take the time to pay attention to your values and what’s ultimately important to you, you will find that success is inevitable and you will gain greater enjoyment on the journey.

“Designers Anonymous”

The Industrial Designers Society of America (IDSA) publishes a quarterly magazine entitled “Innovation”. In the Spring 2008 issue, Craig Badke and Stuart Walker contributed an article entitled “Designers Anonymous” which compares Western society’s consumerism with that of an addiction. After reading this article, I was able to uncover additional insights which I’ll share here.

By making a comparison with the twelve-step program found at the core of Alcoholics Anonymous (which addresses the cause of the problem, not its symptoms), the authors present a similarly structured program for both designers and consumers that encourage sustainable design and purchasing behaviors.

As it is with every addiction, people will need more of what they are getting, or something new to satisfy their desire. With fewer resources at our disposal and an ever-increasing focus on the environment and our planet, I believe that we’ll eventually reach a tipping point where consumers will come to realize that their purchasing behaviors ultimately impact the environment, and are temporarily satisfying a need that could be fulfilled through other (positive) means.

Because the vast majority of consumerism is driven by credit, credit card companies and other lenders can start moving towards a business foundation in which sustainability is an underlying goal. Today, these companies are focused primarily on providing the customer access to credit based upon their needs. This may not be enough for the long-term.

In the future, I believe it’s the lenders responsibility to provide the customer with a “model of sustainability” that can perhaps alter their spending habits for the benefit of the planet.

A similar “model” exists today in the fast-food industry. Think about how traditional fast-food establishments are making incremental changes for the health benefits of its consumers. By providing customers with clear nutritional information about each of their products, they are providing a “model of health” that was unheard of five years ago.

Due to the pervasiveness of fast-food in today’s society, companies such as McDonald’s were “required” to make necessary changes in order to adapt to growing demand for healthy eating choices. Consumer credit is just as pervasive, which is why I believe that lenders will eventually have to promote positive change.

However, this is not to suggest that consumers do not have a responsibility to fulfill.

While following a twelve-step program is a bit extreme and perhaps “prescriptive” (to use the authors’ words), I believe that eventually all consumers will need to pay close attention to what they are buying and decide whether their purchases are truly adding value to their lives at the expense of the environment.

I believe a fair number of consumers are more aware of the impact they have on the planet and are taking steps to make appropriate corrections. Replacing traditional light bulbs with CFCs, and increasing recycling efforts are good practices in themselves, but omit many other aspects of true sustainability – including the core social impact.

Today, most companies are unable to (either due to lack of knowledge, or desire) provide consumers with a true impact assessment of what it took to produce their product and deliver it to the consumer. Likewise, most consumers do not have the knowledge yet to think about these factors, nor are they necessarily ready to alter their lifestyle even if this information was presented to them.

Given this information, I believe there are numerous opportunities in the sustainability arena. Here are a select few which I think may be of interest:

  • Think more about the “twelve-step” program concept and employ its use in other areas – i.e. use it to focus on the cause of a given problem and less about the actual symptoms.
  • Employ the use of “models” that truly add value to the customer’s life in the long-term, and encourage companies to build strategies around this mindset.
  • When working with lending companies, encourage them to re-invent themselves for the long-term benefit of the planet by promoting better purchasing decisions through a “model of sustainability”.
  • Take sustainability to the next level by utilizing and implementing sustainability frameworks (e.g. Environmental Footprint, Cradle to Cradle, and LCA (Life-cycle Assessment)) in companies who may be unfamiliar with these frameworks and require expertise to integrate them into a long-term sustainability strategy.
  • Think about sustainability as a never-ending goal and remind companies that implementing small changes over time can make a significant impact over the long-term. Short-term (incremental) solutions do not have to be perfect.
  • Encourage greater transparency with customers – especially in this area. By being transparent, customers are more likely to be accepting (at least temporarily) of a company’s current flaws and are likely to remain customers over the long-term (assuming steps to correct these problems are made). From a sustainability perspective, providing information about how products are manufactured, and clearly displaying their “sustainability” label are two good examples. Treat customers as business partners.

Design Sketching.

When looking for new ID books online, I stumbled upon a book entitled “Design Sketching” and decided to purchase it. The book, written by Erik Olofsson and Klara Sjolen, is an incredible compilation of product and transportation design sketches created by students at the Umea Institute of Design in Sweden.

The book starts with the basics – using line weight for object emphasis and placement, perspective, etc. – and then proceeds through numerous examples highlighting key aspects of each sketch.

A simply incredible text – one I highly recommend.

http://www.designsketching.com