The Odyssey of Change: Anticipating the Four Hidden Forces of Organizational Transformation

Homer’s epic poem, The Odyssey, tells the story of Odysseus’ journey home after the fall of Troy. Odysseus and his crew spent ten years at sea. Some of their encounters along the way were fortuitous, others were fatal.

While organizational transformation is less perilous, it can feel just as daunting. It is unrealistic and possibly counterproductive to expect smooth sailing if the goal is to undergo a transformation. By paying attention to four hidden forces of organizational transformation You can, however, improve your chances of a successful journey.

To remember the four forces, we use the acronym SCAN, which stands for Structures, Context, Assumptions, and Needs.

Keep an eye out for entrenched STRUCTURES

I worked for a restaurant chain that was looking to improve its customer service. Because the company did a lot of delivery and take-out business, the main customer interactions occurred during the phone call to place an order (this was in the 1990s, before online ordering).

After the training programs and updated processes failed to improve service ratings, we decided to investigate. We discovered that restaurant managers were instructing their team members to ignore the phone if the restaurant was getting overwhelmed with orders.

The managers received bonuses for getting food out quickly. The point-of-sale system tracked how long it took from an order being placed until the order was plated or packaged. If too many orders came in, things backed up in the kitchen, and the managers’ bonuses suffered. If you don’t want orders backing up, don’t answer the phone.

Before initiating an organizational transformation, spend some time identifying systems, habits, and routines which will preserve status quo priorities and behaviors.

Pay attention to CONTEXT

On paper organizational transformation provides an illusion of control. Leaders imagine that clear goals and a well-designed plan will create the reality they envision. In the same way that weather matters to the success of an outdoor wedding, an organization’s business context matters to a change effort. The best laid plans are still subject to unpredictable and uncontrollable conditions.

Given the relentless headlines about the lingering impacts of the pandemic, disruptive technological innovation, and deteriorating trust in institutions and governments, context has become hard to ignore. Still, you may want to give some thought to contextual factors closer to your organization’s operating environment. If it’s outside your control and could have an influence on the success of your transformation efforts, it’s worth your attention.

Consider, for example, the potent combination of social trends and demographics. Baby boomer executives are retiring. Millennial and Gen Z workers are less interested in staying put and moving up the corporate ladder to fill the vacancies. HR leaders would be well-served by keeping these generational shifts in mind as they develop new talent strategies.

As you think about transforming the business, how will you keep an eye out for changing environmental factors that might become sources of both opportunities and threats?

Challenge out-of-date ASSUMPTIONS

After decades of decline, the Eastman Kodak company filed for bankruptcy in 2012. In 1976, Kodak had an 80% market share in camera sales and a 90% market share in film and film processing. It would be tempting to conclude that the company failed to notice the emergence of digital photography.

Kodak knew about digital photography. In 1975, it was a Kodak engineer who invented the digital camera. People unfamiliar with the company’s history are surprised to learn that The Eastman Kodak company held the first patent for digital cameras.

Kodak executives couldn’t recognize the significance of their changing context because they were blinded by their assumptions about the business. Digital imagery wasn’t simply a novel version of photography, it redefined the way people share the stories of their lives.

In the 1990’s IBM’s bread and butter, the mainframe computer, was being threatened by the rise of personal computers and the introduction of the client-server model. In 1992, IBM posted a $8.1 billion loss. In 1993, IBM brought on a new CEO, Louis V. Gerstner Jr., to return the company to profitability.

Lou Gerstner was able to challenge assumptions about IBM’s business in a way that the Kodak executive team could not. Gerstner was not blinded by an emotional attachment to IBM’s business model, products, or culture.

Before you transform the business, undertake a clear-eyed assessment of the deeply held assumptions being challenged by your vision of the future. How will you help people adapt?

Prioritize people’s NEEDS

In 1985, Coca-Cola introduced a new formula for its flagship soda, which was widely known as “New Coke.” The company spent $4 million on market research and taste tests, which suggested that consumers preferred the taste of New Coke over the original formula.

However, the introduction of New Coke was met with widespread backlash from consumers, who had a strong emotional attachment to the original formula. The company was unprepared for the negative reaction, and sales plummeted. The company received thousands of letters and calls from angry customers, and some even boycotted the brand.

Needs are manifestations of emotions. Leaders often underestimate the role of emotion in the success of an organizational transformation. Understanding needs requires empathy, not survey data.

Think about the people who matter most to the success of your transformation. What matters to them? Think about the people who are most often excluded from the conversations about an organizational transformation, what can you learn from their lived experience that would never have occurred to you?

Any significant organizational transformation with bump up against fixed structures, unpredictable context, embedded assumptions, and unmet needs. Conducting a periodic SCAN will help leaders navigate the uncharted waters during the voyage from current realities to a desired future.

Ready or not…You’re in Charge

The state of the economy is unstable and tumultuous. Do you know what is steady and predictable? Demographics. The Pew Research Center estimates that since 2011, the number of Baby Boomers retiring has been growing year-over-year by about 2 million, and that number is on the rise. In 2020, over 29 million Boomers left the workforce.

Organizations are frantically searching for competent executives to replace the retiring Boomers. Finding replacements for senior executives seems to be the area where the need is most pressing. If you need an illustration, think about who is in charge of the Senate and the White House right now.

A lot of senior executives are retiring or should be retiring. As a result, HR professionals responsible for talent planning must pull off a magic act. They must find a way to conjure 20 years of experience out of 10 years of experience. Consequently, many of our clients are asking us to help them accelerate the readiness of high potentials to take on bigger roles.

You could make a case by taking the glass-half-full perspective. Less seasoned leaders can bring fresh ideas and structural change to our organizations. Yet according to a recent McKinsey analysis, 50% of the CEOs in the study are seen by others as having failed in their early tenure, and 90% of the CEOs wish they had handled their transition better.

Take a moment to consider how framing the issue as a need to “accelerate readiness” directs our efforts. When I hear the phrase “accelerate readiness,” I picture using a microwave instead of an oven to prepare food. The hidden presumption is that there exists some outcome called “readiness.” Ding, now you’re ready.

Just ask any new parent – you can’t ready someone for a transition that changes their life. We can prepare, but what new leaders really need is structural support, a social network, and coaching.

Structural Support

We shouldn’t simply plug a new executive into the void created by a tenured leader’s departure. The previous leader had undoubtedly shaped the routines, processes, and norms to serve their personal needs and style. New leaders should consider their preferred involvement strategies. They should be clear about how they like to communicate. They should understand their preferred methods for analyzing and synthesizing information. Knowing what it takes for new leaders to do their best work, makes it easier to establish new structures to help them perform at their best.

Social Network

Both inside and outside the organization, new leaders need to establish trusted relationships. They may need to reassess their existing relationships in light of their new role. The bigger the role, the more difficult it becomes to obtain unfiltered information. New leaders will benefit greatly from cross-boundary relationships with other new leaders. Think of it as a networking club for any senior leader in their first year on the job. For small and medium-sized businesses, it might mean joining an external networking group.

Coaching

Many executives get coaches. Typically, coaches get pulled in only when a perceived problem is undermining the executive’s effectiveness. A leadership transition coach understands the unique demands of stepping into a more challenging role. Especially when people have gotten used to the way the previous leader operated in the role. A transition coach can provide objective guidance untainted by political agendas. Most organizations don’t want freshly promoted executives to broadcast their doubts and vulnerabilities. A transition coach can lend a sympathetic ear.

Maybe we’ve been asking the wrong question, or perhaps an inadequate question. It makes sense to prepare people for bigger challenges and larger roles. We should frequently review the effectiveness of our training and development efforts. At the same time, let’s think about preparing the organization not just the incoming leader. While we figure out how to accelerate the readiness of our high potentials, we should also consider how to accelerate the readiness of our organizations to support their success.

Stuck v. Unstuck

Of course, Unstuck Minds has a point of view about abortion rights and the role of governments. Lots of people have points of view. Sadly, we’ve moved beyond reconciling our viewpoints. Now we’re stuck with a fight.

Disagreements are not Battle Lines

When we hold deeply entrenched opinions, we become susceptible to the dangerous belief that the people we disagree with are our enemy. Yes, we’re worried about the loss of freedoms, rights, and democratic ideals. We are even more worried about losing our ability and willingness to solve big problems together.

We’re worried about the loss of freedoms, rights, and democratic ideals. We are even more worried about losing our ability and willingness to solve big problems together.

Let’s keep in mind that when we bring an issue into a court of law in the United States, we’re no longer seeking a solution. We’re seeking a ruling. Our country has adopted an adversarial system of law to settle disputes. Lawyers are trained to avoid nuance, complexity, and overlapping interests in favor of unassailable arguments. Once we give up on a negotiated or collaborative settlement, there’s no incentive to seek common ground.

By framing an issue as a choice between two opposing alternatives, we’re stuck devoting our energy to getting our way. If we can’t make a strong enough case for the outcome we want, we cunningly destroy the legitimacy of our adversary’s case. We no longer seek new insights and options. We simply define the battle line and pick a side. We end up with winners and losers. The losers will be expected to accept defeat and abide by the outcome they fought against.

In the wake of the Dobbs decision that overturned Roe v. Wade, many of us feel the sting of defeat. We feel powerless and excluded. Something vital has been lost, something we took for granted has been taken away. We’re afraid that it won’t stop with reproductive rights. We fear a cherished way of life is being systematically dismantled.

Taking a more expansive and detached perspective reveals a pattern.

In 2016, rural, religious voters felt mocked by urban elitists. They felt that they were losing their country. They rallied behind the battle cry, “Make America Great Again.” They villainized people they believed were destroying their way of life. A resentful, disenfranchised plurality of citizens put Donald Trump in office and paved the way for Trump to reshape the Supreme Court.

When we care more about consolidating power than seeking solutions, we doom ourselves to an endless battle. We give up on creativity and compassion and instead work to put our people in charge of writing the rules and refereeing the game. Why bother fixing a problem if we can manipulate the outcome to get our way?

Overreliance on Authority Figures

We will continue to face calamities like pandemics and natural disasters that require swift, expert, autocratic responses. When responding to an emergency, we want our elected leaders to gather input and make efficient, smart decisions. But not all complex issues pose existential threats. As societies advance, as citizens become more educated and capable, we should see fewer and fewer disagreements that can only be settled by empowered authorities.

We shouldn’t, for example, need the Supreme Court to dictate which books can be found on the shelves of our public-school libraries.

It’s dangerous to disengage from problem-solving and put all controversial decisions in the hands of people with power. First, we become less capable of finding a way forward together. Secondly, who we put in charge becomes more important than improving the institutions enshrining our values. For example, we stop working on the effectiveness of our public-school boards and instead focus on electing a board that will do our bidding.

When we care more about consolidating power than seeking solutions, we doom ourselves to an endless battle. We give up on creativity and compassion and instead work to put our people in charge of writing the rules and refereeing the game.

It doesn’t take any special skills of prognostication to see the makings of a vicious campaign season ahead of us. Here, in a nutshell, is every campaign ad we’ll be seeing this year:

Vote for me because I’m like you. The other candidate works for them. They want to enact laws designed to harm you. I won’t let them.

If a message like that doesn’t feel insulting, you’ve given up on thinking for yourself.

Complex problems deserve nuanced solutions. But improving how we think and connect is not easy. When we avoid thinking together in favor of letting courts and lawmakers decide, we lose faith in our ability to cooperate. How might we start?

Think better by distinguishing between inferences and observations

Develop a habit of discerning how people make the case for their opinions. Ask yourself when listening to an argument or advocacy, am I hearing inferences or observations? An inference is a conclusion. An observation is a comment on something noticed.

Many of the January 6th rioters wanted to hang Mike Pence is an inference. The word “wanted” is what turns the statement into an inference rather than a fact. Many of the January 6th rioters chanted, “Hang Mike Pence” is an observation. It’s natural to reach a conclusion about what the rioters wanted based on what they said, but when working towards a solution it’s best to build on what everyone can agree to.

Connect better by letting it RAIN

RAIN stands for Recognize, Allow, Investigate, and Nurture (mindfulness teacher Michele McDonald, who is credited with developing RAIN, uses the N to stand for non-Identification). Psychologist and author Tara Brach has popularized the four-step meditation in numerous articles, videos, and in her book, Radical Compassion. In a brief overview of the tool, Brach describes RAIN as four steps for becoming more mindful when feeling anxious or stuck. We believe RAIN can also help when feeling upset by a confrontation or triggered by a distressing situation.

Recognize what is going on. Consciously acknowledge the thoughts, feelings, and behaviors affecting us.

Allow the experience to be there. Just as it is. Try not to fix or avoid what is happening and simply accept the reality of the experience.

Investigate with interest and care. Become curious, in a non-judgmental way about what you’re experiencing.

Nurture with self-compassion. Recognize that you’re in distress and be kind to yourself.

When you learn to be kind to yourself in moments of stress, you’ll develop the inner resources needed to be kind to others.

At Unstuck Minds, we believe that when we think better and connect better, the world becomes more creative and compassionate. Connecting better requires a belief in human dignity and a practice of empathy. Thinking better requires curiosity and a willingness to change your mind.

I Thought We Agreed

Team leaders want meetings to end with agreements that lead to concerted action. Much of the advice on team meetings is about how to create alignment. The assumption being, if we agree in the meeting then we’ll act on our agreements after the meeting.

What Really Happens

We know from experience that the vigorous head nods at the end of a discussion don’t always produce the outcomes we appeared to want. In fact, we’re often so relieved to see the head nods, we don’t bother to confirm what people are really thinking when they seem to agree. Here are few possible interpretations of a nodding head:

  • This is a good plan. I’m ready to make it happen.
  • I can live with this idea, but don’t expect me to make it a priority.
  • This will never work, but I’m not going to derail the meeting.
  • If we all nod, the meeting will end.

What can a team leader do to increase the odds that apparent agreement will turn into productive activity?

CADA

The CADA Framework describes four distinct team conversations once a proposed course of action has been presented or developed. In each conversation, the team adopts a specific attitude.

  1. Be Curious
  2. Be Analytical
  3. Be Decisive
  4. Be Accountable

Curious

The team agrees to set aside its reactions and judgments about the proposal. The team asks questions about the basis for the proposal and the implications of acting on the proposal. For example:

  • What information sources were used to shape the proposal?
  • Who will be impacted by adopting the proposal? How might they react?
  • How will we know it’s working?

Analytical

The team makes distinctions between facts and opinions about the proposal. The team asks questions about the risks and benefits of the proposal. For example:

  • What are the pros and cons of the proposal?
  • What options were rejected? Why were they rejected?
  • Given the risks, are we better off doing nothing? If we move forward, how will determine the most appropriate implementation timing?

Decisive

The team reaches a conclusion based on their role in making the final decision. The team asks questions about their level of commitment. For example:

  • Who else will need to weigh in before we can act on this decision? What are their thoughts?
  • How will we talk about the decision to stakeholders?
  • What do each of us need to feel better about any aspect of the proposal we have doubts about?

Accountable

The team comes to trust that we will each make good on our commitments. The team asks questions about dealing with next steps and obstacles. For example:

  • What will we do next to move things along?
  • What barriers to successful implementation do we anticipate and how will we deal with them?
  • How will we share with each other information about what’s working and what we’ve learned?

The key to using the CADA Framework successfully is ensuring that everyone is in the same conversation at the same time. For example, don’t allow people to get analytical when giving the team time and space to be curious.

We feel relieved when we align on something. Sometimes we feel worn out by the effort required to find consensus. When possible, you may want to follow up an alignment meeting with a separate CADA session when people are fresh, and they have been able to reflect on their conclusions before discussing implementation.

How to Apologize

Last week I had a conversation with my friend and colleague, Ford Hatamiya about a leadership development program he’s designing. We talked about practical ways to help organizational leaders behave more empathetically. One idea that didn’t make the cut was to teach leaders how to apologize.

There’s a scene about people’s pent-up need to hear an apology in one of my all-time favorite movies. A Thousand Clowns (1965) stars Jason Robards playing Murray, an iconoclastic comedy writer living in Manhattan. Murray risks losing custody of his nephew if continues to live his unconventional lifestyle. When Murray falls in love with Sandy (Barbara Harris), one of the social workers assigned to his case, he promises her that he’ll get his act together and find a steady job. He interviews for several jobs but can’t bring himself to accept any of them.

Knowing that he will have to explain why he turned down the offers to Sandy, he thinks about how he’ll break the news. When Sandy arrives at Murray’s apartment to cook dinner for him and his nephew, Murray offers Sandy an apology. The apology (1:26) is heartwarming, funny, and creative, but it ultimately misses the mark. In the end, Murray says the words, but doesn’t feel the feelings.

Apologies are not about what happened

Apologies are not about what you did. That’s what explanations are for. Apologies exist to repair damage and reduce harm. Admitting that you made a mistake is helpful. Demonstrating that you understand and feel remorse about the impact of that mistake is transformational.

An apology has the power to shift a relationship. A great apology creates space for generosity and compassion. Apologies bring attention to our vulnerabilities. We are altered by the offer of a heartfelt apology. The expression of the apology invites those we’ve harmed to connect with us more deeply.

Some apologies are designed to quickly reestablish a temporary imbalance. If I step on someone’s toes, the body language and tone of voice accompanying, “I’m sorry,” restores the status quo. The quick, rebalancing apology is the stuff of social norms. Like the how-are-you-I-am-fine exchange, saying “sorry” can feel more like a reflex than a concerted effort to reduce harm.

What the world needs now is More Harm Reduction

A proper apology requires virtuosic empathy. I must sit with my own feelings long enough to distill out extraneous emotions that will undermine the apology. I might feel angry that someone triggered my regrettable behavior. I might feel embarrassed by how I acted. I might feel afraid to acknowledge that I have needs I’m not proud of. All these emotions are useful to reflect on and none of them are about the impact your behavior had on others.

When we refuse to acknowledge our impact on others, shared societal challenges metastasize into uncontainable crises.

Apologies don’t require you to change your core values or deeply held beliefs. You only need to accept that we should avoid causing unnecessary harm. When we refuse to acknowledge our impact on others, shared societal challenges metastasize into uncontainable crises. Consider David Brook’s ominously titled opinion piece for the New York Times, America is Falling Apart at the Seams (July 13, 2022). In the article, Brooks catalogues the evidence for the headline’s pessimistic claim.

An Example

Let’s say I was raised to believe, like many who grew up in the Southern United States, that it’s a sign of respect to refer to people as “sir” or “ma’am.” One day I say, “Thank you, ma’am” to a stranger who holds the elevator door for me. Instead of a smile, I’m met with an icy stare. Maybe the person who held the door takes advantage of our private time in the elevator to tell me, “I’m sure you didn’t intend this, but when you refer to me as ma’am, I feel uncomfortable because I don’t identify as female.”

In the heat of the moment, a dizzying array of feelings might overwhelm me. At best, I might be able to mumble “I apologize,” as I stare at the floor indicator light, silently willing the elevator to speed up. But what happens when I encounter the same person in the elevator the following day?

Should I explain my views on gender identity? Should I minimize the incident by saying that it was just an unconscious reflex, and I didn’t mean anything by it? Should I offer helpful feedback about trying to be less sensitive? No, no, and Hell no.

When I shift my focus from my perspective to the perspective of the person who felt uncomfortable, I create the possibility for learning. I stop seeing the person as wrong and I start seeing the person as different. Again, I’m welcome to hold on to my beliefs about gender and etiquette. But to craft a real apology means legitimizing (not agreeing with) other worldviews. I’m not apologizing to keep the peace with someone I disagree with. I’m apologizing to repair harm. The person held the elevator door for me. I can reciprocate with an apology that opens the door to a new way of relating.

Here’s one version of what I might say the next time we meet:

I thought about what you said when I called you, “ma’am.” I tried to imagine what it would be like to have people invalidate me by relating to me as something I’m not. I’m sorry I did that the other day. It must have been especially maddening since you had just done me a favor. For what it’s worth, you’ve given me a lot to think about.

Too much? Maybe. Also, maybe not enough. All you need to do is find words that make things better for anyone hurt by what happened.

I started this post suggesting that crafting apologies might work as an exercise for leadership development. Even if you don’t say you’re sorry, there are benefits to simply preparing the apology. When you force yourself to articulate someone else’s perspective, you enlarge the boundaries of your tolerance.

Here’s a quick, practical, 4-step guide to apologizing from U.C. Berkeley’s Greater Good in Action Website.

Now, let’s all get out there and start apologizing!

The Most Important Leadership Skill No One Has Heard of…Yet

You can’t survey people on the importance of a leadership skill they’ve never heard of. It would be like asking marketing executives in the 1990s to rate the importance of search engine optimization.

Today, empathy is topping the surveys of in-demand leadership skills. It’s not surprising that in chaotic times people want leaders who care. I for one, hope that the popularity of empathy as a leadership skill gives rise to kinder, more inclusive organizations. I don’t expect empathy to go out of fashion. Still, those of us who help leaders and organizations prepare for the future need to think about skills that might not be on anyone’s radar screen.

I want to nominate a skill that I believe will become indispensable for tomorrow’s leaders. Like empathy, It’s the type of skill that starts with self-awareness. Developing this skill will require us to learn how to notice and interrupt counterproductive habits of perception.

Allow me to introduce, attention agility.

What is attention agility?

Attention agility is the skill of quickly and easily regulating how you take in information. Like mindfulness, attention agility brings awareness to what most often goes unnoticed. Also like mindfulness, attention agility demands that we become aware of how we pay attention, and that we learn to sense when we may be focused on the wrong things.

With the advent of the internet, the ubiquity of smartphones, and the rise of social media, the topic of attention has gotten, well, a lot of attention. A Google Scholar search of articles and books written in the early days of the internet (1990 – 1993) using the search term “attention” came back with 432,000 results. Conducting a search across the same number of years, 2004 – 2007 (roughly, from the introduction of Facebook to the introduction of the first iPhone) generated 4.5 million results!

Attention Matters

Distracted driving is a serious hazard which caused over 3,000 deaths in the U.S. during 2019. We have been experiencing a global spike in attention-deficit disorder diagnoses. Psychologists and neuroscientists have demonstrated the stunning phenomenon known as inattentional blindness, in which we fail to notice fully visible objects because our attention was engaged elsewhere.

The deluge of information feels inescapable. Many have described our current times as the post-truth era. Somehow objective facts have become less influential than appeals to our emotions and beliefs. It’s not that we value objective reality less, it’s that our personal search engines, our attention apparatus, is optimized for threats and outrage.

When we develop our attention agility, we’ll know when we’re breathing in the stale air of our echo chambers. We’ll sense when it’s time to open a window and let in fresh ideas.  

When we develop our attention agility, we’ll be more discerning consumers of information and influence. When we develop our attention agility, we’ll know when we’re breathing in the stale air of our echo chambers. We’ll sense when it’s time to open a window and let in fresh ideas.  

Modes of attention

In 1890, American psychologist, William James devoted a chapter of his classic, The Principles of Psychology to the topic of attention. James made a distinction between passive attention and voluntary attention.

Passive attention is aimless, it floats like a butterfly. Voluntary attention targets and locks on, it stings like a bee. William James as interpreted by Muhammed Ali.

Imagine a walk in a beautiful, natural landscape. You suddenly become aware of the smell of an unusual flower alongside the trail (passive). You pull out your phone to look up the name of the flower (voluntary). You put the phone away and allow the environment to present itself to you (passive). This back-and-forth between focusing and unfocusing is what it feels like to regulate your attention. When you learn to switch modes easily and intentionally in a variety of situations, you’ve developed attention agility.

Why is attention agility important?

First, we have never had more information competing for our attention. Secondly, our brains have evolved to narrow our attention in times of stress and anxiety. As our information-rich world imposes itself on our overtaxed brains, we lose the ability to assess the validity of what we notice. Furthermore, it’s hard to appreciate the opportunity cost of what we don’t notice.

What William James called voluntary attention has always been prized by our teachers and our managers. We reward the ability to concentrate. We consider distraction a deficiency. We admire decision makers who create mental boundaries so they can include the relevant variables without the burden of extraneous thoughts or emotions. It makes perfect sense to value the ability to stay on task, but only if we’re working on the right task.

When we know what we want to accomplish, voluntary attention helps us focus. When we feel stuck, when our situation is changing quickly, and the future feels completely unpredictable, voluntary attention could point our focus in the wrong direction.

Consider the challenge many organizational leaders are facing today as they try to figure out how and where people will work when the pandemic no longer dictates the rules for convening. What should leaders pay attention to: Real estate costs? Worker productivity? Technology? Morale? Probably, all the above and more. Solving for the future of workspaces calls for a blend of voluntary attention and passive attention. Aimless, butterfly-like attention may surface hidden insights and creative options that suggest a way forward. Once you see a way forward, engaging your voluntary attention will help you implement a plan of action.

The Ascendance of Passive Attention

You know who is great at staying on task? Machines.

We don’t want to reduce the amount of information available to us. We’re already developing artificial intelligence (AI) to help us sort and package information so we can digest it. Machine learning makes AI more intelligent as it processes information and gets feedback about the utility of its outputs. So far, machine learning is a goal-seeking activity. Computer programs apply voluntary attention to data.

Would an artificially intelligent android pause while hiking to smell a flower? We pause because we have a passive attention mode that is not goal oriented. Passive attention gives us pause. The pause may give us something beneficial that we weren’t looking for.

Maybe there will come a day when a machine notices something it wasn’t looking for. For now, serendipity belongs exclusively to humans. We have plenty of strategies, tools, dietary supplements, and smartphone apps to build up our voluntary attention capacity. What we lack is a way to productively distract ourselves when the glare of our voluntary-attention high-beams blinds us to interesting information and insightful ideas alongside the trail.

Finding Scarce Insights in Abundant Information

Data and information are essential to solving problems well. Data and information are abundant these days. So why do we feel less able to figure things out and less confident about knowing what to do?

Too Much of a Good Thing

Part of the problem is that we have too much of a good thing. At all times and in all places, Information and data are effortlessly accessible. We are conditioned to prioritize incoming alerts and breaking news. We are awash in information, most of it unsatisfying. It’s hard to quench your thirst if you’re trying to drink from a firehose.

First, a working definition to help us differentiate data from information. Think of data as the unorganized facts and figures we detect with our various tools and measuring devices. Information is what you get when someone processes, structures, organizes, or otherwise interprets the data. 75248 is a number, it is data. When 75248 is recognized as a Zip Code, the data becomes information.

A Better Solution

One solution to the too-much-of-a-good-thing problem is to collect less data. A better solution is to learn how to transform abundant data into insightful information. Insights help you solve problems, but insights are hidden. Insightful information is better than obvious information in the same way that an x-ray image of a painful shoulder is better than a visual examination of a painful shoulder.

Better, more insightful information helps in four ways

  • It helps you avoid solving the wrong problem
  • It reduces the risk of missing something important
  • It generates unconventional options
  • It ensures that previously excluded perspectives are seen, heard, and valued

Solving problems is about changing situations. If you want to change a dissatisfying situation, you can think of your challenge as a tug-of-war between the forces holding things in place and the forces motivating change. Kurt Lewin first developed this way of thinking about problem-solving in the 1940s; he called it, “Force-field analysis.”

SCAN for Insights

At Unstuck Minds, we think of our SCAN model as a simplified version of Lewin’s force-field analysis. SCAN stands for Structures, Context, Assumptions, and Needs. Structures can be thought of as the ways we currently do things. Context can be thought of as what’s going on in the external environment. Assumptions can be thought of as our unquestioned beliefs. Needs can be thought of as the desires, concerns, and perspectives of people we should include.

To make it easier to identify the Lewin’s force-field elements, SCAN is made up of two dimensions that focus on restraining forces and two dimensions that focus on driving forces. Structures and Assumptions on the left side of the model tend to keep things stable and preserve the status quo. Context and Needs, on the right side of the model tend to introduce destabilizing changes.

How to Uncover Insights

Let’s say you’re an executive who has formed a team to tackle a thorny organizational problem. You fear that after the team has spent a lot of time researching and organizing their findings, you’ll be left with voluminous information, very few insights, and no clear point-of-view or recommended path forward.

Instead of waiting to see what the team comes up with, request that they organize their presentation based on the SCAN framework:

  1. Structures: What are we currently doing that will make it hard for us to implement an improvement?
  2. Context: What is changing in the environment that requires a response or provides an opportunity?
  3. Assumptions: What unquestioned beliefs about our situation are worth challenging?
  4. Needs: Who should we include in our thinking and planning; what matters to them and what do they think?
  5. Now What?: What insights and options emerged from your work and where should we focus our resources and efforts?

It seems counterintuitive to seek more information as a solution to the problem of information overload. But learning to form insights helps us manage the data and control the aperture of our attention. With practice, SCAN helps us see past the uninvited information to the hidden insights and options unavailable to the overwhelmed mind.

Uncertainty is Not the Problem

We experience uncertainty in two ways. First, there’s informational uncertainty. We experience informational uncertainty when we lack facts and data to help us predict and control our environment. Secondly, there is emotional uncertainty. Emotional uncertainty is the subjective feeling associated with our information gap. Simply put, uncertainty is both what we don’t know and how we feel about not knowing it.

We’re accustomed to equating uncertainty and uncertain times with negative emotions. Most of the time, an inability to predict and control creates stress. When we experience negative emotions caused by a lack of information, we are motivated to reduce uncertainty.

There is, however, an important difference between reducing informational uncertainty and reducing the negative emotions associated with uncertainty. You can only reduce informational uncertainty by acquiring missing facts and data. You can reduce emotional uncertainty by reaching a conclusion or taking action. You may need to settle for a disappointing outcome, but at least things feel resolved. There’s another way to reduce uncertainty, but it may strike you as counterintuitive. You could learn to get comfortable feeling uncertain.

There’s another way to reduce uncertainty, but it may strike you as counterintuitive. You could learn to get comfortable feeling uncertain.

Sometimes Uncertainty Feels Thrilling

One key to getting comfortable with uncertainty is to recognize that informational uncertainty does not always create negative emotions. We have all experienced the thrill of being surprised. We frequently put ourselves in situations designed to be unpredictable. Mystery novels and cliff-hanger season finales would not be entertaining if uncertainty about what happens next created negative emotions. We lack information. We cannot predict. We cannot control, yet we feel entertained and engaged rather than desperate and paralyzed.

Of course, the difference in how uncertainty makes us feel has everything to do with what’s at risk. I can enjoy the suspense of a naïve character on the screen reaching for a door that they’ll soon regret opening. If only they could hear the pulsating music accompanying the scene the way I hear it, they’d think twice about turning that doorknob. I enjoy the scene because I’m not walking through the door. The doomed character and I have the same informational uncertainty, but very different emotional uncertainty. The problem is not about the information we lack!

High Stakes Plus Lack of Control

Maybe you’re thinking that because I won’t experience the consequences of making an uninformed choice, I’m not feeling stressed out by the uncertainty. It’s not quite that simple. Even when I need to deal with an informationally uncertain situation, I can still find joy in not knowing.

I once went to a fancy chef-run restaurant. One of the options on the menu was to let the chef decide what I would be served. The server checked for any dietary restrictions or strong preferences and then delivered one interesting and enjoyable course after another. I could not predict. I could not control. The anticipation and mystery enhanced the experience.

What’s the difference between situations of informational uncertainty that stress us out and those that don’t?

One difference, as mentioned before, has to do with a combination of what’s at risk and how much influence we have over the situation. We feel anxious when we cannot influence a situation that might negatively affect us. Anybody waiting for the resolution of an impending reorganization or merger understands that not knowing can feel scary.

Taking a Beat Between Thinking and Action

But what if we do have some control or authority to decide how to proceed when things are uncertain? When we are responsible for making a choice or taking action, we tend to think of informational uncertainty as an obstacle and a source of stress. We don’t know enough about the environment. We need to make a move and so we feel anxious.

It turns out that the more captured we become by the negative emotions associated with informational uncertainty, the harder it becomes to reduce the uncertainty. When we feel motivated to alleviate the stress of uncertainty, we are more likely to seize on a premature conclusion. Furthermore, when feeling stressed out by uncertainty, we are more likely to narrow our attention and miss surprising and potentially useful information.

We create a vicious cycle. A lack of information causes anxiety. Anxiety prevents us from seeking information.

We create a vicious cycle. A lack of information causes anxiety. Anxiety prevents us from seeking information.

I have written elsewhere about the SCAN model for finding hidden opportunities when you feel trapped by uncertainty. Before applying a framework to surface insights and options, you may need to check your attitude about uncertainty.

If taking a beat between thinking and action creates stress, you’ll resolve your uncertainty simply to feel settled. Feeling settled is not the same thing as making a good decision. If you can get comfortable pausing to explore the uncertainty, you may discover creative and compassionate solutions hiding in plain sight. We miss the surprises along the side of the road when we make a habit of rushing toward our destination. Times of uncertainty invite us to consider that we may be rushing toward a place we no longer want to be.

Scientist or Philosopher, The Dubious Distinction

Adam Grant published a new book. I published a new book too. Grant is a best-selling author, a top TED talker, and a highly regarded professor of organizational psychology at The Wharton School. I’m fairly popular with dozens of clients and colleagues.

Bill Gates, Melinda Gates, Daniel Kahneman, and Brené Brown enthusiastically endorse Grant’s new book. I can report that my sister Ann purchased a copy of my new book for each of her adult kids.

Grant’s book, Think Again, is about the power of knowing what you don’t know. My book, The Surprising Power of Not Knowing What to Do, is about discovering creativity and compassion in a time of chaos. We both believe that the future belongs to people who have the mental flexibility to think about how they think and the emotional maturity to question their conclusions and beliefs.

There’s an interesting and subtle difference between how each of us describe our recommended model of better thinking. Grant suggests we think more like scientists. Here’s what Grant wrote about thinking in what he calls scientist mode:

When we’re in scientist mode, we refuse to let our ideas become ideologies. We don’t start with answers or solutions; we lead with questions and puzzles… [Thinking like a scientist] requires searching for reasons why we might be wrong – not reasons why we must be right – and revising our views based on what we learn.

Adam Grant, Think Again: The Power of Knowing What You Don’t Know (New York: Viking, 2021), 25.

I recommend that we think more like philosophers. Here’s what I wrote about thinking like a philosopher:

Training in philosophy prepares you to question assumptions, including your own… It’s reassuring to hold on to beliefs even if they no longer serve us, especially core beliefs that shape our identity. The faster things change, the more tempting it becomes to blame the change rather than our capacity to adapt. Without the ability to pause for philosophically detached reflection, we not only end up with rising levels of anxiety and divisiveness, we get stuck in our thinking.

Jay G. Cone, The Surprising Power of Not Knowing What to Do: Discovering Creativity and Compassion in a Time of Chaos (Dallas: Unstuck Minds Media, 2021), 57-58.

As I read Grant’s book, I thought about the difference between the scientist and the philosopher. Allow me to experiment with a distinction (adopting a scientist’s mindset) that I’ve been considering. I welcome your reactions. It seems to me that to the scientist, doubt is an adversary. To the philosopher, doubt is an ally.

To the scientist, doubt is an adversary. To the philosopher, doubt is an ally

I’m not saying that scientists want to eliminate doubt, it’s not an enemy to be vanquished. The scientist views doubt as a worthy adversary. An adversary that deserves respect. Scientific doubt spurs better answers. The philosopher hangs out with doubt. Philosophical doubt spurs better questions.

When it comes to finding a vaccine against Covid-19, I’m on team scientist. When it comes to finding a way to help people think through the ethics of vaccine distribution, I suggest inviting some philosophers to the conversation.

Practically speaking, it’s probably a distinction without a difference. Whether we think more like a scientists or more like philosophers, we can all benefit from thinking better and connecting better so the world becomes more creative and compassionate.

Introducing SCAN; How to Spot the Hidden Complexities that Keep Us Stuck

When you’re stuck, you need insights and options. Insights help you see your situation in new ways. Options help you restore confidence and momentum.

The Metal Detector versus the Vacuum Cleaner

We never get complete data about the world around us. Even though our senses constantly interact with information about the world, we can only pay attention to a fraction of the available data. At this moment, clothing, a chair, the floor, perhaps a device you’re holding all create sensations. Until this sentence redirected your attention, it’s unlikely you noticed the sensory data available to your skin.

We imagine that we move through the world like a vacuum cleaner picking up all the information in our path. In reality, we operate more like a metal detector. We are programmed to notice some things, and we sweep past a lot of other things that just don’t register. Some of the things we don’t notice might become the source of the insights and options we need.

SCAN

Remember that moment in the original Matrix movie when Keanu Reeves sees the Matrix? Reeve’s character Neo learns to perceive his world as cascading ribbons of glowing binary code. The true complexities of the matrix are revealed. Neo gets transcendently kissed, pummels Agent Smith with one hand behind his back, and rocks a pair of iconic sunglasses. Using the SCAN tool is less dramatic. On the plus side, you don’t have to be ‘The One’ to take advantage of disregarded or overlooked information.

SCAN stands for: Structures, Context, Assumptions, and Needs

  • Structures are the systems, processes, norms, and routines that define the environment in which we operate. Meeting norms and incentive systems are examples of structures.
  • Context describes the environmental factors outside the boundaries of our daily activities and responsibilities. New technologies and governmental regulations are examples of context.
  • Assumptions are the underlying beliefs of the individuals who want to make a change. Unspoken beliefs that our solution must be cost-neutral or that we can’t alter the manufacturing process are examples of assumptions.
  • Needs represent the underlying desires and motivations of people who might play an influential role in changing things for the better. A desire on the part of new-hires to have more autonomy at work or a growing preference among customers to do business with socially responsible organizations are examples of needs.

In the image below you see the four elements of SCAN represented as quadrants along two dimensions. Structures and Context provide information about the environment in which we operate. Assumptions and Needs provide information about the mindsets and motivations of people connected to our situation.

The two SCAN columns differentiate between elements that we can influence and elements that we can’t influence but may potentially influence us. We have the ability to change our structures and our assumptions. On the other hand, context and needs are beyond our control.

For example, our context now includes greater political and media attention on issues of racial justice. Heightened needs for fairness and equity have become a priority. The external influence of context and needs are bumping up against longstanding organizational assumptions about who deserves power and authority. Many organizations are beginning to reimagine their hiring, performance management, and promotions structures.

SCAN can help you avoid being blindsided by external forces that disrupt the status quo. When leaders and their teams routinely SCAN for insights and options, they notice opportunities sooner and become more adaptable to change.

SCAN can help you avoid being blindsided by external forces that disrupt the status quo. When leaders and their teams routinely SCAN for insights and options, they notice opportunities sooner and become more adaptable to change.

The other important thing to notice about the horizontal axis is that the things we can influence (Structures and Assumptions) are precisely the things that maintain stability. It’s more comfortable to preserve the status quo and operate according to our habits and routines. Stability makes it easier to scale up. Stability makes it easier to orient and train new-hires. When we maintain assumptions and structures, we can make improvements through efficiency and productivity. But, as the world continues to become more complex, uncertain, and turbulent, stability creates dysfunction by keeping things the same when what’s needed is change.

The things we can’t influence (Context and Needs) are precisely the things that create opportunity. Options and possibilities emerge from changes in society, technology, regulations, scientific discoveries, and generational priorities. We can look to what’s changing in society and the marketplace for a new way forward. At the same time, the pursuit of opportunities creates instability that can feel risky or threatening.

Let’s have a look at how the SCAN tool might help us think differently about a common challenge facing today’s organizational leaders.

Using SCAN to Improve Online Team Meetings

Keep in mind that conducting a SCAN does not give you an answer. Revealing hidden complexities is about widening the search area to increase the odds of discovering insights and options.

Suppose like a lot of leaders these days, you’re struggling to keep your distributed team engaged during virtual team meetings. You’ve made a few attempts at switching up the meeting processes, but things haven’t improved. You can tell that people are bored or distracted. You suspect that they are multi-tasking, or perhaps sending private, unhelpful chat comments to one another.

Insights and options will continue to be elusive unless you’re willing to think through the hidden complexities. It’s likely that some unexamined habits carried over from the weekly face-to-face update meetings need to change (Structure). There are probably new software applications and ways of working being introduced that you haven’t explored (Context). Perhaps some deeply held beliefs about meetings need to be challenged (Assumptions). Finally, investigating with empathy what really matters to people might help you figure out whether or not team meetings serve those who attend (Needs). The image below captures questions worth discussing with the team related to each dimension of SCAN.