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I’ve been following Luis Suarez’ (@elsua) thoughts on a world without e-mail for quite a while now. His arguments have always made sense, and yet I’ve always had this nagging feeling of, “Yeah, but….”

Last week I had a chance to view/listen to a recent presentation Luis gave about making the jump from e-mail to social media tools, along with the mind map – no PowerPoint, either! – that goes with it, appropriately subtitled E-mail is where knowledge goes to die. I think I finally understand.

After listening to the presentation, and talking with some co-workers and others about it, one of the most common comments I heard was, “That sounds great, but it looks so hard. Why would I want to do make my life and my work harder?”

It was then that I realized that when most people who are tied to e-mail hear this argument about social media vs. e-mail, they apparently think that moving their work is supposed to make doing their job easier. But that’s not what it’s about at all.

Using social media isn’t about easy, it’s about better. More effective, more productive, less wasteful; however you define “better”.

In e-mail, there is no learning, no opportunity to learn.  In fact, e-mail practically screams “non-learning environment”. Despite what it is you are actually trying to accomplish in your work, you spend a good amount of time trying to stay out of “mail jail”. When someone new joins your team or your project, they will never catch up. How can they, when all the knowledge has died in e-mail archives that are “somewhere else”.

With social media, nearly every transaction is a learning opportunity. Sure you’ll spend as much time sorting through all your social media contacts and messages as you do processing e-mail. But with social media, you are forced to make sense of the information, all the while creating and sharing new knowledge about whatever it is you are working on.

Of course, if you don’t care about learning, about improving, about becoming more effective, then sticking with e-mail is fine.

It’s easy to say, “Make a checklist for your complex process and use it”. It’s another thing altogether to actually make a checklist that is good and that works.

One of the things that I like most about The Checklist Manifesto is that it recognizes and addresses the challenges inherent in designing a good checklist. In fact, a good part of the story revolves around making the WHO surgical checklist a good one. In the acknowledgements section of the book, Gawande credits Boeing engineer Dan Boorman (who is also mentioned in the book) as an “essential partner” in the ongoing development of new checklists, and from the looks of it they’ve been hard at work.

Most relevant to my ongoing thread here is the Checklist for Checklists, pictured below. If you have decided that checklists can help you, this is an excellent place to start as you begin the process of developing your checklists.

My review of Atul Gawande’s latest book The Checklist Manifesto focused, by design, on the broad scope of the book. Within that “big picture” lesson, though, are many smaller, more specific lessons to be learned.

For example:

No, the real lesson is that under conditions of true complexity – where the knowledge required exceeds that of any individual and unpredictability reigns – efforts to dictate every step from the center will fail. People need room to act and adapt. Yet they cannot succeed as isolated individuals, either – that is anarchy….

[U]nder conditions of complexity, not only are checklists a help, they are required for success. There must always be room for judgment, but judgment aided – and even enhanced – by procedure.

During this discussion, he refers back to what he had learned from the skyscraper-building industry, that they had figured out how to put an understanding of complexity into a series of checklists. That they had, in Gawande’s words, “made the reliable management of complexity a routine.”

What makes this even more fascinating is how the checklist, the lowly checklist that Steven Levitt had no interest in (until reading this book), can help simplify the execution of complexity even when the team members have never before worked together.

Just think what they could do for a team that works together all the time.

Atul Gawande’s latest book, The Checklist Manifesto: How to Get Things Right is an incredible book that I highly recommend to anyone that works in a complex environment, especially if that involves working with multi-discipline teams. And most especially if this involves frequently working with people you have never worked with before.

I picked the book up not really knowing what I was in for. Talking about checklists, I thought maybe it would be a discussion of how to document and implement best practices, or something similar. Boy was I wrong.

At the surface, the book is the story of how Gawande, as part of a World Health Organization initiative to reduce surgical complication rates around the world, discovered the power of checklists to help avoid “avoidable failures.” Looked at more closely, it is a study of the importance of team building, team work, and communications between team members as they tackle the complex problems we all face today.

The first chapter, titled “The Problem of Extreme Complexity”, sets the stage. Later chapters build on this problem statement and uses examples from many diverse fields including aviation, construction,  and the operations of corporations and government. The common thread through each of these examples is the checklist – the lowly, simple checklist.

The challenges face by Gawande and the WHO team were (are) two fold: figuring out how to take what worked in these other industries and translating it into the needs of the surgical community; and getting past the culture of surgery and surgeons. The former was a relatively simple matter of trial and error, see what works and give it a try (in simulation first, where possible). The latter, on the other hand, remains a significant issue.

Part of the resistance is, according to Gawande, a misconception about what checklists are and the purpose they serve. This is a lesson he learned as he worked with engineers from Boeing in trying to understand what makes a good checklist:

It is common to misconceive how checklists function in complex lines of work. They are not comprehensive how-to guides, whether for building a skyscraper or getting a plan out of trouble. They are quick and simple tools aimed to buttress the skills of expert professionals. And by remaining swift and usable and resolutely modest, they are saving thousands upon thousands of lives.

As a systems engineer I recognize many of the issues, challenges, and solutions that Gawande discusses in the book. I was (am) quite appalled at how little of this systems type thinking seems to exist in the world of surgery and am quite hopeful that the idea of checklists catch on at all hospitals. If I ever have to go in for surgery, one of the first questions I ask the surgeon and his team is going to be, “Do you have a checklist prepared for this procedure?”

Perhaps the greatest insight about checklists in the book is that checklists – a lowly, simple, well crafted checklist – can take a group of individual experts and quickly turn them into an expert team.

All you have to do is use it.

Update: For more on the book, links to various media interviews, and some examples of effective checklists, visit Atul Gawande’s website.

To help me plan out the direction and content for the Tramp and Tumble blog over the next couple of months I created a mind map to collect and sort the various topics that I want to discuss there. One of the things that I love about Mind Manager is that it has such a nice looking, and useful, final product that hides all the effort that actually goes into creating the map. After all, the “customer” doesn’t really want to see the sausage being made, do they?

Those who are familiar with mind maps know, though, that creating a good map takes a lot of work; planning, mapping, evaluation, re-arranging, etc. In many ways, this is no different than the process for any good writing: ideas, sketch outline, draft, revise, update outline, update draft, revise, etc.  For those less familiar with the process for mind maps, I thought I’d give a little insight into how the process works for me, at least in this case.

tnt-mind-map-notes

I’ve been accumulating the knowledge that went into this map for several years now, since Ian first started competing in 2005. My first step was to create a list of questions that many parents new to the sport have as they start.

(Side note:  Mind Manager does include a “brainstorming” mode, but I have to admit that for things like this I still prefer to use something a bit more “analog”, in this case my handy-dandy notebook and a set of Sharpie pens.)

The image to the right is a scan of my brainstorming list. I jotted down the main ideas, and sub-topics, as they occurred, going back later to mark them up with some ideas on what would make sense chronologically.

Having this list also gave me some ideas on how I could actually structure the topics in order to provide a somewhat consistent delivery of articles that make sense within a given time period; in this case, a week.

tnt-mind-map-draftThe next step was to convert these topics into a draft map. Again, Mind Manager provides excellent support for taking your brainstorming results and converting those into a draft map; again, I still prefer to do this part with good old pen and paper.

Pulling all of my topics and sub-topics together on this map further helped me find the ideas that should be kept together as part of a “weekly package”. The image on the left is (I’m sure you’ve figured out) my first draft.

From this draft I was able to easily create a map in Mind Manager, using the topics/subtopics in the draft as a guide. Once these were in Mind Manager, it was a simple matter to move the main ideas around to come up with the best organization and chronology. Here’s the final map, as posted on the Tramp and Tumble blog:

If you compare the two, you will see that there are many similarities but also some key differences. And just like any project, there are things from the initial idea that are not present and things in the final product that only showed up when the final draft was prepared.

Now all I have to do is fill in the details.

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Brett's Waste Blog by G. Brett Miller is licensed under a Creative Commons Attribution-Share Alike 3.0 United States License. Based on a work at blog.gbrettmiller.com.

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