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Thinking Strategically & Critically Jane Dysart	jane@dysartjones.com Rebecca Jones	rebecca@dysartjones.com
Strategic plan or dentist visit? http://blog.markarnold.org/2011/03/is-your-strategic-plan-like-going-to-the-dentist.html
Seeing Possibilities Seeing Differently Adjusting Views
Focus for today Viewing situations & solutions strategically
“it's too risky to NOT be different in this economy”  Stephen Abram, March 22, 2011 It’s too risky to NOT think differently…..to NOT question our assumptions……to NOT design our futures Risk? I’ll show you risk…..
Strategic Thinking
Good Strategic & Critical Thinking Raises the right questions – clearly & precisely Focuses on the real problem or decision to be taken Gathers & assesses relevant information Uses abstract ideas to interpret info effectively Develops well-reasoned conclusions & solutions, testing them against relevant criteria and standards Relies on recognizing & assessing  assumptions, implications, & consequences Communicates effectively with others in figuring out solutions to complex problems
Critical, not criticize
Critical optimism is a responsibility “Library Boards & staff when planning cannot be, by definition, pessimists. It just doesn’t go with the job. We’re supposed to be defining the future, aren’t we? [...] If we can’t see the world as a better place to live in, than what chance does anyone else have?” “History tells us that before great library can happen, it first has to be a mission. And a mission starts with a dream. As library employees & advocates, we potentially hold enormous power. And with it comes responsibility. Wield it imaginatively and wisely. And optimistically.” Richard Seymour, Optimistic Futurism in Interactions May-June 2008
Openness, flexibility, adaptability Articulating the goal Clarifying assumptions Questioning status quo Facts Focusing on the future Strategic thinking is about:
Clarifying assumptions Your assumptions form your “frame” through which you “see” the situation The questions we ask very often determine the type of answers we get So…….. Don’t accept the first frame – or question “re-frame” or look at the issue from different perspectives, particularly from customer or stakeholder perspectives
Questioning Status-quo Like it or not, tendency is to perpetuate what we already know  Psychologically risky “breaking from the status quo means taking action, and when we take action, we take responsibility, thus opening ourselves to criticism and to regret.” Hammond, Keeney, Raiffa So……. Focus on the goal & ask how status quo helps move towards them Evaluate vs. all other alternatives IN TERMS OF THE FUTURE Ask outsiders to review your evaluations Kennedy & Jones, 2009
“When you find yourself in a hole, the best thing you can do is stop digging.”   Warren Buffet
Divest to Invest
Facts “…if you lack realism today, you may lack credibility tomorrow…”		John Maxwell, Leadership Gold, 2010
Focusing on the future Stand in the future
“Beyond Strategic Thinking” Jeanne Liedtka, Darden School of Business, University of Virginia, Rotman Magazine Winter 2011 p. 29+ (author of Designing for Growth, 2011)
Impaired Vision? Different Views Staff Vision Board Vision CEO Vision My Vision Your vision
Everyone puts the blocks of action together & sees how their work fits
Envisioned the Library as crowded,  popular & easy to use as Chapters
Strategic thinking ,[object Object]
Ask the right questions
Scan actively in different places
Pay attention to signals
Explore for more info
Decide
Acthttp://k53.pbase.com/g6/26/738326/2/73218400.iyljcuiK.jpg
Communication skills Listener Self-awareness & self-acceptance Ability to assess  & evaluate information & propositions for their value on the issue at hand Curiosity, interest & questioning capabilities Skills & Attitudes
Curiosity rarely, if ever kills the cat
Awareness Disciplining your decision-making to uncover thinking errors & prevent judgment errors Curiousity Trying it What’s critical?
Implicit that we can’t make decisions alone or in a vacuum or in the same way we always have The decisions & problems we face are increasingly complex   It’s hard, and it’s worth it

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Strategic & Critical Thinking for Librarians

  • 1. Thinking Strategically & Critically Jane Dysart jane@dysartjones.com Rebecca Jones rebecca@dysartjones.com
  • 2. Strategic plan or dentist visit? http://blog.markarnold.org/2011/03/is-your-strategic-plan-like-going-to-the-dentist.html
  • 3. Seeing Possibilities Seeing Differently Adjusting Views
  • 4. Focus for today Viewing situations & solutions strategically
  • 5.
  • 6. “it's too risky to NOT be different in this economy” Stephen Abram, March 22, 2011 It’s too risky to NOT think differently…..to NOT question our assumptions……to NOT design our futures Risk? I’ll show you risk…..
  • 8. Good Strategic & Critical Thinking Raises the right questions – clearly & precisely Focuses on the real problem or decision to be taken Gathers & assesses relevant information Uses abstract ideas to interpret info effectively Develops well-reasoned conclusions & solutions, testing them against relevant criteria and standards Relies on recognizing & assessing assumptions, implications, & consequences Communicates effectively with others in figuring out solutions to complex problems
  • 10. Critical optimism is a responsibility “Library Boards & staff when planning cannot be, by definition, pessimists. It just doesn’t go with the job. We’re supposed to be defining the future, aren’t we? [...] If we can’t see the world as a better place to live in, than what chance does anyone else have?” “History tells us that before great library can happen, it first has to be a mission. And a mission starts with a dream. As library employees & advocates, we potentially hold enormous power. And with it comes responsibility. Wield it imaginatively and wisely. And optimistically.” Richard Seymour, Optimistic Futurism in Interactions May-June 2008
  • 11. Openness, flexibility, adaptability Articulating the goal Clarifying assumptions Questioning status quo Facts Focusing on the future Strategic thinking is about:
  • 12. Clarifying assumptions Your assumptions form your “frame” through which you “see” the situation The questions we ask very often determine the type of answers we get So…….. Don’t accept the first frame – or question “re-frame” or look at the issue from different perspectives, particularly from customer or stakeholder perspectives
  • 13. Questioning Status-quo Like it or not, tendency is to perpetuate what we already know Psychologically risky “breaking from the status quo means taking action, and when we take action, we take responsibility, thus opening ourselves to criticism and to regret.” Hammond, Keeney, Raiffa So……. Focus on the goal & ask how status quo helps move towards them Evaluate vs. all other alternatives IN TERMS OF THE FUTURE Ask outsiders to review your evaluations Kennedy & Jones, 2009
  • 14. “When you find yourself in a hole, the best thing you can do is stop digging.” Warren Buffet
  • 16. Facts “…if you lack realism today, you may lack credibility tomorrow…” John Maxwell, Leadership Gold, 2010
  • 17. Focusing on the future Stand in the future
  • 18. “Beyond Strategic Thinking” Jeanne Liedtka, Darden School of Business, University of Virginia, Rotman Magazine Winter 2011 p. 29+ (author of Designing for Growth, 2011)
  • 19. Impaired Vision? Different Views Staff Vision Board Vision CEO Vision My Vision Your vision
  • 20. Everyone puts the blocks of action together & sees how their work fits
  • 21. Envisioned the Library as crowded, popular & easy to use as Chapters
  • 22.
  • 23. Ask the right questions
  • 24. Scan actively in different places
  • 29. Communication skills Listener Self-awareness & self-acceptance Ability to assess & evaluate information & propositions for their value on the issue at hand Curiosity, interest & questioning capabilities Skills & Attitudes
  • 30. Curiosity rarely, if ever kills the cat
  • 31. Awareness Disciplining your decision-making to uncover thinking errors & prevent judgment errors Curiousity Trying it What’s critical?
  • 32. Implicit that we can’t make decisions alone or in a vacuum or in the same way we always have The decisions & problems we face are increasingly complex It’s hard, and it’s worth it
  • 33. We already have the courage it takes Thx Frank for your slide (he’s Vice Chancellor for Information Services at Purdue University Calumet.
  • 34.
  • 35.
  • 36. Russell Ackoff’s, “Preparing for the Future through Idealized Design” in Winter 2007
  • 37. Fall 2010 issue, It’s Complicated
  • 38. Winter 2011 issue, Thinking about Thinking II
  • 39.
  • 40.
  • 41. Bazerman, Max, and D. Moore. Judgment in Managerial Decision Making. 7th ed. John Wiley and Sons, Inc., 2008.
  • 42. Milkman, Katherine L., Max H. Bazerman, and Dolly Chugh. "How Can Decision Making Be Improved?" Perspectives on Psychological Science (in press). Abstract
  • 43. Raiffa, Howard, John S. Hammond, and Ralph L. Keeney. "The Hidden Traps in Decision Making." HBR Classic. Harvard Business Review 84, no. 1 (January 2006).
  • 44.

Editor's Notes

  1. In today’s world we are seeing & experiencing things we’ve never seen or experienced beforeSo our usual way of viewing situations, designing solutions & crafting strategies is no longer validEven the way we craft those strategiesFor the next 30 minutes or so, let’s look at ways of taking the long, horizontal & vertical view of situations – and adjusting our lens
  2. Why do we hate strategic planning?Why do we then equate strategic thinking with strategic planning?
  3. The whole purpose of thinking strategically is to take steps, real tasks, that are strategic – that aren’t just to put out a fire today but that will ensure sustainability & success over the next 2-3 years – hopefully over the next 5 years - it is NOT to produce a strategic plan – that’s the secondary outcomeThe most important thing is that all library employees are thinking strategically & engaged, not in a make work project that they never see again, but in a planning conversation that involves them in decisions regarding what the library’s focus is & will be – and to make decisions for their communities & campuses & companies as they are today & will be tomorrow, NOT as they have been for the past 10 years
  4. Marshall Breeding – we send users OUT to other content on the web, we don’t bring them in….WHY, when we do a google search don’t libraries appear in the top results??????
  5. Henry Mintzberg (1994), one of the leading authorities in the area of strategicmanagement, by contrast, clearly emphasizes that strategic thinking is not merely “alternative nomenclature for everything falling under the umbrella of strategicmanagement”. It is a particular way of thinking with specific and clearly discerniblecharacteristics. In explaining the difference between strategic planning and strategicthinking, Mintzberg argues that strategic planning is the systematic programming ofpre-identified strategies from which an action plan is developed. Strategic thinking,on the other hand, is a synthesizing process utilizing intuition and creativity whoseoutcome is “an integrated perspective of the enterprise.” The problem, as he sees it,is that traditional planning approaches tend to undermine, rather than appropriately4SystemsPerspectiveIntelligentOpportunismIntent FocusThinking in TimeHypothesis DrivenStrategicThinkingFigure 1: The Elements of Strategic ThinkingFrom Jeanne M. Liedtka: Strategic Thinking: Can it be Taught?integrate, strategic thinking and this tends to impair successful organizationaladaptation. These sentiments are echoed by two other leading theorists in the field, Prahalad andHamel (1989), who describe traditional approaches to planning as “form filling.” They refer to strategic thinking as “crafting strategic architecture” but emphasizeMintzberg’s general themes of creativity, exploration, and understandingdiscontinuities.For Ralph Stacey (1992), strategic thinking is “. .
  6. Reframes it, doesn’t it?
  7. Framing – SHOULD occur at the outset of the problem-solving or decision-making – cuz it is all about defining the question that needs to be addressed – framing the task and the process – answer How am I framing this? Are there other ways to frame it? Is our frame shaping our solution? Is a win/win frame possible?
  8. Like all investments, it takes time -- & it should take time
  9. First, what Strategic thinking is & is not. It is NOT about “pie in the sky”
  10. Step into that future – design it by being there -
  11. Strategy needs to be experienced -
  12. Why do visions have a bum rap? -- everyone has their own reference point or “frame” through which they are “seeing that future” – or, they aren’t really “seeing” a future at all – they are writing a vision statement
  13. This was the clipart in choices – right in there with “success
  14. Requires peripheral visionhttp://findarticles.com/p/articles/mi_6714/is_2_49/ai_n29253992/From emerging technologies to changes in consumer tastes, tremendous opportunities and threats often begin as weak signals from the periphery. How good is your organization at sensing, interpreting and acting on these signals? Day and Schoemaker, who lead the Mack Center for Technological Innovation at the Wharton School, call this capability peripheral vision; their research shows that less than 20 percent of firms have developed it in sufficient capacity to remain competitive.In their book, they describe a systematic process for developing peripheral vision and offer tools and strategies for building "vigilant organizations" that are constantly attuned to changes in the environment. Through case studies ranging from LED lighting to low-carb foods to children's dolls, they show how vigilant organizations win by: scoping widely and asking the right questions; scanning actively in the right places; interpreting what signals mean; probing carefully for more information; and acting wisely on signals before competitors do.The book is organized around a seven-step process for understanding and enhancing peripheral vision. The first five steps focus on directly improving the process of receiving, interpreting and acting on weak signals from the periphery. The first step, scoping, concerns how widely to look and what issues to address (Chapter 2). Managers can use a set of guiding questions to ensure that their focus is neither too broad nor too narrow, avoiding being overwhelmed or missing important parts of the picture. After the initial scope is determined, the next step is how to scan within the selected areas (Chapter 3). This chapter offers tools and approaches for detecting signals in different parts of the periphery, including inside the firm, customers and competitors, emerging technologies, and influencers and shapers.
  15. CuriousDon’t understand, don’t see connection, Ask questionsSparks thots/ideas which are then connected to other thots/ideasConfident to try/risk – what’s the worst that can happenShanachies – Erik Boekesteijn & Jaap Van De Geer , DOK -- innovative library in the NetherlandsTalked ITI into funding first tour (some of my IL budget too) – from NYC to Monterey, Jamaica, Aust, NZ, CanadaBookThis Week in Libraries, TWIL -- interivews
  16. Thanks to Frank Cervone – Is accommodating or avoiding contributing to the critical or strategic thinking?