Chapter 8. Make Sound Decisions

Once a team has spent dedicated time exploring different ideas and getting away from constraints, they need to switch into a mode where they begin to select promising ideas to refine and make more practical. In this chapter we’ll look at how teams can constructively critique ideas and manage the natural tension that arises when we start thinking less “blue sky” about all the options and get more judgmental (see Figure 8-1).

Exploring ideas and deciding which to pursue should happen each cycle, or even multiple times in a cycle
Figure 8-1. Exploring ideas and deciding which to pursue should happen each cycle, or even multiple times in a cycle

Democratize Discussion, Not Decisions

Chad Jennings, CXO of Babylon Health, is often brought in to make critical decisions for the company. He says, “Product management is a loud discipline with lots of discussion. I’m on everyone’s email list, and I’m brought in a lot to ‘make a decision.’ But I’m making decisions about people who I don’t manage directly and situations that I don’t know intimately.” He knows he should make key decisions because he’s accountable, but he can’t do it alone. He realizes it’s important to open up discussions about ideas, how they work, and what doesn’t work so that everyone understands the choices being made, and that they’ve been made with a great deal of thought and input.

Simply having a team vote on key decisions can be dangerous, leaving it open to pressures of “groupthink” or popularity. At the same time, leaving the decision to a senior leader who wasn’t instrumental in developing options isn’t the answer, either. In both cases, you lose all of the nuance and context that you’ve carefully engineered into the process so far.

In Discussing Design (O’Reilly), Adam Connor and Aaron Irizarry say, “Critique is at the core of great collaboration.” For a deep dive into the art and science of giving and receiving critique, their book is a must-read. To master collaboration, there are many other aspects to consider, but critique is certainly crucial. After all, you got yourself into this mess because you valued bringing diverse points of view and skills to bear on a complex challenge. This stage of the process can be especially challenging to teams because it requires moving out of the safe space and trust you’ve (hopefully) established and exposing your collaboration to others. Those others won’t necessarily be coached into giving “constructive criticism,” and it may take some patience and effort to get their valuable feedback to be actionable. Testing concepts, prototypes, or releases with users/customers is the most typical context for this activity, where you can’t necessarily explain the constraints of the problem or rely upon shared institutional knowledge to make yourself understood. But this is also where you can end the guess-a-thons and get some “truths” into the mix to react to.

It’s important to look at the idea of critiquing and converging on an idea in two different settings. The first is within the group that investigated and developed different approaches together. In this situation, you’re looking to bring different threads together into something coherent. Likely, if you threw away your constraints properly, the ideas you have aren’t entirely coherent or plausible, so the team’s discussion needs not only to praise or point out flaws, but to be generative as well. See the sidebar “Thinking Hats” for some pointers on fostering this kind of productive discussion.

The second setting for converging on an idea to test is in front of external, generally senior stakeholders who haven’t been closely involved, but who are ultimately accountable for the outcome and therefore empowered to decide or bless the team’s direction. In both cases, it’s important that a healthy discussion take place, and that it be as blind as possible to power dynamics, seniority, and politics.

Make Tension Productive

Part of productive critique is going to involve conflict, and for many people conflict is uncomfortable. As children we’re told to play nice; in performance reviews we hear about being too confrontational; and the business world’s explicit culture is often about getting along even more than getting somewhere productive. And certainly, we don’t want to turn the workplace into a toxic environment where people don’t feel that they can be candid or express themselves. At the same time, if we don’t have conflict, we likely aren’t challenging ourselves, our teammates, and our stakeholders enough to get to great, creative solutions.

Unproductive conflict is not what anyone wants or needs, but when any conflict feels uncomfortable or we avoid it altogether, how do we distinguish “good” versus “bad” ways to challenge each other? The easiest way to identify bad conflict is when it is personal, and the opposing parties are directing their criticism at the person offering an idea to the group. This type of conflict is not only terrible for the person on the receiving end of the attack, but it also generally distracts from any real discussion of the idea itself. Farai Madzima of Shopify taught me the German word Sachlichkeit, meaning “the thing about the thing,” or being objective about discussing the merit of ideas. While Germans as a whole tend not to shy away from conflict, perhaps the fact that this word and concept is so strong in their culture also means that critique isn’t seen as personal.

In Designing Together (New Riders), Dan Brown calls out the fact that unhealthy comments directed at a team member are often a mask for a deeper issue, one that isn’t directly about the topic being discussed. When someone is attacking someone personally, rather than stating the thing about the thing, there are a few things that may be going on. First, the person may not actually understand the argument being made, and if the power distance index between the two people is high, they may not want to admit that fact. A neutral third party can restate or clarify the base argument, any necessary context or assumptions, and the implications to help disarm the attack.

Anxiety about making a decision is another reason Brown gives for unhealthy conflict. I have certainly witnessed people in the hot seat to choose a direction, having not been given ample time or information, have a knee-jerk reaction to being exposed. Often we compound this problem by holding formal sessions where the stated outcome is to drive a decision, and there’s much fanfare about needing a senior leader to be decisive. Even the most real-time-processing people I have met need some time and space to wrestle with ideas; after all, that’s why we gave time and space to the team to develop them in the first place! And often when someone is very decisive on the spot, that decision has little sticking power and tends to become unmade and remade several times. In such situations, it can be helpful to decouple the laying out of decisions from the decision itself.

Manage Tension by Framing the Argument

In Ms. Susan’s fourth-grade class, one of her principles for when she has students debate a topic collaboratively is to “have reasons.” This is her way of bringing her charges back to the root of what is being debated and teaching them how to depersonalize their commentary, especially when they might have naturally emotional responses to what a fellow student is saying. She scaffolds the behavior she wants to instill by having prompts for “Academic Discussions” posted on the wall (Figure 8-2), and she refers back to them frequently to help students frame and reframe personal arguments.

She also points out that by setting up the prompts as “academic” ways to speak, she is signaling to the class that this isn’t just about being nice. Teams that promote and use the correct framing for discussion—that it’s about being a more capable, respected professional—will benefit more than if they simply emphasized “getting along” because, remember, we want friction and conflict. We just want it to be at a higher level than what you find in the comments of a YouTube video. The sidebars “Compare and Contrast” and “Model Success Criteria” offer some tips for achieving this level of discourse.

Ms. Susan’s prompt to guide healthier discussions about ideas in her fourth-grade classroom
Figure 8-2. Ms. Susan’s prompt to guide healthier discussions about ideas in her fourth-grade classroom

Manage Tension by Trading Perspectives

Teams also conflict when they don’t understand or value each other’s contribution to the effort equally, especially under stress. Vanessa Cho, now of Google Ventures, led a team developing software for the GoPro product line, while Wesley Yun led the hardware team. The two of them knew that success depended on those things being designed and developed together, rather than in silos. But they found that across the hardware and software, and even across subgroups working on the television versus the on-device features, each thought they had the hardest job on the team. Her solution was to bring the two groups together and have them all rotate through each other’s area during a sprint to understand the other group’s constraints and come up with solutions to key challenges. This helped them all see and respect what the other group was dealing with, and in some cases, bring insights that made things easier overall.

Dan Brown also suggests helping teams adopt each other’s perspective, or mashing up competing ideas to reach a new harmonious solution, as ways to make tension productive. I refer to this as making Neapolitan ice cream or Reese’s Peanut Butter Cups, where two great tastes taste even better together.

Manage Tension with a “Disagree and Commit” Approach

Clear roles and facilitation can help groups have richer discussions and make decisions together. But there are still times when teams just can’t agree and get stuck, unsure how to move forward. When arbitrating such disagreements about a decision, you may find it useful to take a “disagree and commit” approach. Patrick Lencioni’s book The Five Dysfunctions of a Team (Jossey-Bass) describes this idea as helping people say, “We may not agree here, but in the interests of moving on, let’s commit to this direction until we learn more.” At this point, the best thing to do is to try the decision out and test it to see if it holds water.

Disagree and commit requires that everyone actually have what Matt LeMay, author of Agile for Everybody (O’Reilly), calls “look-me-in-the-eyes-and-tell-me-you-commit” commitment. In this situation, silence signals a lack of agreement, so getting people to explicitly get on board is necessary. The advantage of embracing a “disagree and commit” approach for contentious decisions is that it allows the team to air their perspectives, but ultimately asks that they remain unified in their pursuit of a direction. It can also be useful to remind the team that, should evidence arise that shows that their decision is a bad one, they must be willing to shift accordingly. Disagree and commit is a way to end debate at an appropriate point so that the group doesn’t become sidetracked by the tension, or dissolve under it.

Chad Jennings says it’s useful to help people pick their battles, rather than turning every difference of opinion into a “do or die” moment. Disagreements that are based solely on opinions are rarely productive. Help the team pick a direction, almost any direction, to move forward so that they can start gathering actual information about what works and break the stalemate. Jennings brought up one of my favorite phrases to use when differing opinions get in the way: “If all we have are opinions, let’s go with mine.” Again, the team can always change direction if the decision proves to be wrong or suboptimal, but sitting around a table arguing without any real-world data is rarely productive for very long. Getting them to agree on a direction, with the understanding that it can be altered if necessary, can alleviate unproductive tension.

Helping Teams Make Sense of Ideas and Decide What to Pursue

Humans are not rational actors, and our decisions fall prey to many kinds of biases and forces we may not always be aware of. It’s important to be aware of some of these forces so you can spot them in play, and either correct for them or test less rational decisions in a real-world setting to make sure you aren’t missing positive or negative options. There’s been much written about cognitive biases that affect decisions, but I will recap a few you should be on the lookout for. This isn’t to say you need to try to cure humanity of these biases, but if you’re aware of them, you can keep track of them and test your choices more thoroughly to make sure you haven’t been led astray in your decision-making.

Satisficing Versus Optimizing

The first tendency to be aware of is that, especially in complex domains, people tend not to look for the most optimal choice given all possible information, but instead look for the options that meet several of the most important criteria, or “satisfice.” Information is often incomplete about all aspects of a choice, so we make do. Not all criteria are of equal importance, so we prioritize.

Satisficing describes the case where teams seek to meet only specific criteria to complete the work, while optimizing describes the case where teams seek the best possible solution. Teams looking to compare possible solutions may approach the problem from either of these two very different lenses. Be aware which one people are using when they’re making choices based on different priorities, because conflict may actually arise based on that disconnect, rather than on any specific idea itself.

When you are generating ideas and selecting some to refine, keep in mind which of your success criteria must be met, and which describe the qualities of the “best” solution. Where possible it’s helpful to rank and prioritize your criteria as well, especially those that are interrelated. For example, if cost versus size is a tradeoff, it’s helpful to know which is more important. If you can’t or don’t know that when starting out, test with the actual audience to see if you can determine their priorities among different criteria as you go.

We Want the Best

In The Psychology of Judgment and Decision Making (Temple University Press), Scott Plous brings together several studies about how we make choices and what affects our thinking. He points out that we value avoiding loss over making gains, choosing riskier options that promise rewards but choosing more conservatively if there’s a risk of loss—for example, we’d rather chance gaining $100 than losing $50. This means that we may struggle with decisions where the exact level of risk is unknown, avoiding what might be promising approaches if there’s a chance of a negative outcome.

Studies also show that we value certainty over risk, choosing things that we know will pay off at a smaller rate over taking a risk. Again, if the decision being made can’t be fully qualified, people may make choices based on a perception of risk, avoiding options that might have a great return and where risk can be mitigated if it’s understood. If you see a team taking this course of action, talk it through and see if there’s a way to de-risk more radical options and innovations.

We Want What We Can Imagine

Our decisions are also affected by the way in which they are presented. Options that are shown with more, and more vivid, detail tend to be more credible, which can translate to more appealing. If we can imagine a scenario occurring, we are more likely to find it probable than if we can’t. Plous cites the example that many people believe shark attacks are more likely than deaths from airplane parts falling from the sky. Because shark attacks receive more press than falling airplane parts, we think they will occur more frequently, even though the latter is 30 times more likely.

What this means for you is that you need to make sure that groups are evaluating options at similar levels of fidelity, and with similar attention paid to imagining how they might work. It’s worth spending time, once you’ve generated options, to refine them so they’re comparable in detail and vividness.

This also means that you can use detail and compelling scenarios to be more persuasive when you’re presenting ideas. In Chapter 11, we’ll look at techniques you can employ when you’re trying to get outside stakeholders to understand and buy in to decisions the team has made.

Troubleshooting Decision-Making

The Popularity Contest

Too often I’ve seen teams work hard to develop ideas and be inclusive of wide-ranging perspectives, only to give in to voting on the “favorite.” Groupthink can be a real problem in this stage, especially among teams who don’t have a ton of experience together or with constructive criticism. Unlike in the previous stage of generating ideas with no limits, what happens in this stage has consequences, and your team may not be willing to stick their neck out for an idea in case they are wrong. When asked to critique or select ideas they feel are strong, they may look to others so they don’t stand out as having poor judgment or taste. Or, they may feel that making this type of decision is “above their pay grade,” wanting someone more senior to take responsibility for it.

In most organizations, decisions are either made through a democratic process or by a monarch (or worse, by a monarch with the trappings of democracy). Many executives actually see their value as being someone who makes tough decisions based on their experience. Team members may pick up on signals from superiors and simply fall in line, even if they aren’t fully bought into the decision.

So what can I do?

Avoid sales pitches
Jake Knapp’s book Sprint (PCC) suggests avoiding having people present or pitch their idea. Try having people read or review the idea on their own, or have a third party present all the ideas. If someone can understand the idea without the sales pitch, there’s a greater chance it’s a strong one.
Host a museum tour
Along with “no sales pitches” Knapp suggests having ideas synthesized and posted on the wall with no names attached or much explanation provided. Participants can review the work individually and silently, placing dot votes or taking notes on those they find compelling.
Vote blindly
If you are going to vote, do it blindly—keep who created the ideas anonymous, and count and collect votes separately. Otherwise, when people see dots accumulating on one idea, they may add their own dot, especially if they are tired or intimidated.

Success Criteria Aren’t Helping

Success is something felt rather than expressed explicitly among many groups. Even, or maybe especially, in cases where there are clear KPIs that solutions must meet, the connection between what makes a solution a good idea and the leading indicators of success may not be clear. Even if you thought you were diligent defining your objective (as we looked at in Chapter 6), you may find that once you’re trying to make use of them they’re just not that helpful. Sometimes this dysfunction manifests by the team allowing every idea to pass because the criteria aren’t judgmental enough, or by people twisting the criteria to defend any and all ideas.

So what can I do?

Focus on the users
Whether it’s a product, a service, a policy, or a process you are developing, there are likely people on the other end of your solution that will be affected. How would they define a good solution?
Map the territory, then revisit it
Sometimes you need to work backward to define success, not just options. If you have criteria that seemed useful at the start, but they’re not helping you weed out and elevate ideas (and let’s be clear, this is very common), it can be useful to look across your options to see what actual differences they reflect and then use those to move forward again. If you can develop one or two axes of qualities that your solution set fits on, you might begin to see aspects of new criteria you can use. For example, if some ideas are simpler to use but less secure, you can decide which option makes more sense and has higher value than the other.

Too Much Conflict

Every collaboration will have conflicts, but one of the worst experiences, which often leads to groups breaking up and going their own ways, is when the conflict becomes too personal or too poisonous. In Chapter 1 we looked at what happens when conflict arises because of cultural clashes on the team. But what happens when the disagreement is about specific ideas?

As a leader and facilitator, you can help keep tension productive by helping teams share perspectives.

So what can I do?

Apply the Five-Minute Rule
At Cooper, a leading design consultancy in San Francisco, we had a rule that if teams were disagreeing about something for more than five minutes, they had to go get another person’s opinion on it—anyone’s opinion. This wasn’t about breaking a tie or getting expertise. Having to explain the disagreement to an outsider is a great way to clarify thinking and arguments, and often the outsider made observations that no one had considered.
Swap perspectives
As Vanessa Cho did with her team, it can be useful in this situation to make opposing parties explain and defend the perspective they disagree with. Or, you can have people take on refining the ideas they dislike to see if they can improve them. What’s important is to get people to worry less about the specifics of an idea that they don’t like, and instead try to understand why the other person is suggesting it and what validity their view might have.
Disagree and commit
If a group simply can’t come to agreement about an idea even after much discussion, it’s time to pick a direction and ask the team to commit to it to gather more data and see what can be learned. As Matt LeMay says, it’s key that every person explicitly say they’ll commit to the selected direction rather than not voice disagreement. The direction can be selected by the person playing the navigator role, or by a leader in the group who can trust the team not to say, “I told you so” if the decision doesn’t work.

Conclusion

Once you’ve explored ideas widely and put aside constraints, it’s time to intentionally shift gears and get judgy. Teams can frame the discussion of ideas constructively, and then use constraints to make them more practical and workable. The type of discourse that you want to support in this stage is democratic, making room for the various diverse members of the team to weigh in and avoid the common traps of collaborative decision-making. Ultimately, it’s beneficial to have one person be accountable for making the decision, with the benefit of broad points of view at their fingertips.

Teams that can dig into harnessing their good ideas will necessarily have tension, so don’t try to avoid it. Instead, make the tension productive by keeping it focused on ideas, not their creators. In the end, you may need to ask people who disagree to commit to a direction to test the solution and learn from its intended users what does and doesn’t work.

Key Takeaways

  • Be intentional about separating the processes of exploring widely without constraints and of evaluating and selecting ideas to refine and test.

  • Selecting ideas can fall prey to psychological biases about what we think we want versus what meets the needs of the situation. Help teams be disciplined about evaluating ideas, not simply having a free-ranging discussion of them.

  • Keep the process of evaluating ideas open and democratic, but try to avoid a blind vote for final decisions. You want the benefit of many perspectives, but don’t leave selecting ideas to a popularity contest.

  • Critiquing and discussing ideas can lead to tension in the team. Don’t shy away from tension, as it can lead to breakthroughs, but make sure it’s productive and not personal.

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