Saturday, May 12, 2007

The Sixth Discipline for Learning Organizations

There are some things common to the diverse fields of medicine, public health, business, religion, science, and the military.

  • They all tackle problems which result in "success" or "failure" in a changing world.
  • Failure can cost property, lives, or even entire nations and cultures.
  • "Success" depends on how well they can detect failure and adapt to it.
  • They all have bright people, but really operate more at the organizational level
  • Adaptation depends on how good the organization is at seeing and learning.
So, a book like Peter Senge's The Fifth Discipline - The Art and Practice of the Learning Organization is very important to us all, and impacts us on many fronts.

Senge points out an extremely pivotal insight: there are two different kinds of complexity, and most of what we do is focused on the wrong one.

He describes "detail complexity", which is the type we are familiar with, where there are thousands or even millions of details to be kept track of and managed. That one we're pretty good at, with the help of computers.

But then he goes on (on page 71 of the 2006 revision):

But there is a second type of complexity. The second type is dynamic complexity, situations where the cause and effect are subtle, and where the effects over time of interventions are not obvious. Conventional forecasting, planning, and analysis methods are not equipped to deal with dynamic complexity...

When the same action has dramatically different effects in the short run and the long, there is dynamic complexity. When an action has one set of consequences locally and a very different set of consequences in a different part of the system, there is dynamic complexity. When obvious interventions produce non-obvious consequences, there is dynamic complexity.

He adds

"The real leverage in most management situations lie in understanding dynamic complexity, not detail complexity."
This understanding comes from "system thinking" and that, in turn "starts with understanding a simple concept called feedback."
Of course, to say feedback is "simple" is misleading. The impact of feedback is wildly subtle, counter-intuitive, perplexing, and paradoxical to most of us. Some simply refuse to accept the concept at all because it overturns so many cherished notions of how the world works and how things "should" be.

Senge goes on, echoing many others and American Indian culture, "Reality is made up of circles but we see straight lines."

The point is that when people or things form a causal loop, where each thing influences the next one down the chain, and the chain is closed, then all our notions of "causality" are thrown out the window. Every actor in that loop is both the cause and the prisoner of the effects of the entire loop. In many ways, the shape of the loop becomes the dominant "cause" of what unfolds, far more so than the people caught up within it.

Senge describes a person filling a glass of water. As seen by a person, their hand is controlling the level of water in the glass, and adjusting it as the glass fills. A perfectly valid alternative description is that the level of the water in the glass is controlling the hand, causing the hand to close the faucet as the level reaches the right place.

Both descriptions are partially correct. The hand affects the water level, and the water level, in turn affects the hand. There is a feedback loop in place. Both are "causes" and both are "effects," and "which came first" is an irrelevant question.

It is the intrinsic property of complex systems to be dense with such feedback loops between the people inside them, making everyone a cause and everyone a trapped recipient of effects.

This means bad news and good news.

The bad news is that, if the output of "the system" is wrong, then the blame should be shared among everyone in the system, not just the last person to touch something that failed.

The good news is that every person in the system therefore also has the opportunity to change the flows and impact the system's output. In conflict situations, either party has the ability to increase the tension or decrease the tension.

In fact, in most conflict situations, the whole reason for the conflict in the first place is that there are feedback loops that are reflecting each sides actions into later behaviors by the other side, which are misinterpreted as new "actions", not "reactions."

Thus, in 2006, when Hezbollah forces in Syria reacted to Israel's capture of many of their own, they captured two Israeli soldiers in return. However, Israel saw this not as a reaction, but as a new "unprovoked action", which therefore demanded a new massive "reaction" and counter strike - a 34 day assault by Israel. The counter strike, in turn, was perceived by Hezbollah as a new "unprovoked attack", and the cycle simply continues to feed itself.

This is a classic no-win situation, where each side downplays the value of lives of the other side, and feels that the loss of one of their own should be responded to by killing two of the "others",
in order to "get even" and also "be even." By that flawed match, the conflict spirals out of control because there will never be an "even" situation.

On a smaller scale, within organizations, the same phenomenon occurs - but generally without actual explosives and death. The vast majority of conflicts can actually be traced back to people, or teams, or departments, or divisions, or managers blaming others for behavior that is simply the downstream result of their own earlier behavior, reflected and sometimes amplified through the structure of "the system" of feedback loops and lags. Similarly, management and labor can get into the same endless loop of conflict over "getting even" for behaviors that are the result of their own, forgotten, earlier actions.

In a bizarre sort of hallucinogenic dance, at all levels from personal to national, we are fighting demons that are simply the delayed reflections of our own earlier behavior, which we fail to recognize and blame instead on the "others" being "bad."

Senge mentioned the problem with dynamic complexity over space and over time, but he missed the third dimension, namely, over scale, or location in the hierarchy of life. Actions or interventions may look very different, ranging from great to wretched, as we rotate the lenses in our microscope stage and view different time-horizons, different space-horizons, and different perspectives from the bottom of the organization to the top.

Worse, actors in one place who perceive, at their location, time, and scale that their own actions are "good" may be completely baffled by hostile responses coming from actors at other locations, times, or level who are only responding to the "terrible" thing being done to them by that obviously uncaring and bad person somewhere else. And, of course, this would mean that those people responding with hostility must be "bad people" and need to be fired, neutralized, or killed, depending on the context of the conflict.

Dennis Severance describes the same kind of error being made by a mythical management in the book Making I/T Work. That management tries to impose an an enterprise-wide computer system, runs into "hostility", tries to "deal with" the "opponents" by firing them, and then is blind-sided when the computer system, "out of the blue, with no notice", fails to operate as intended, and they can't grasp why no one ever warned them of problems. The fact that those who raised these issues at the start were fired for their "hostility" is completely lost. This is a very common problem across industries.

These problems are not, as they might seem, problems of perception, but are actually problems of the intrinsic properties of systems. The people in these systems are all well-intended, doing "good jobs" locally, and yet, like M.C. Escher's pictures, taken together form an impossible loop that simply can't operate.

The variables that depend on the horizon of space, time, or scale are the keys here, and are as surprising as seeing an object that is red close up turn to look green when you back up several steps. This seems "impossible". Actually, New Scientist published a marvelous picture a month ago that, if viewed close up, was Albert Einstein, but if you backed up across the room, changed into Marilyn Monroe.

( Hybrid images: Now you see them…
  • 31 March 2007
  • NewScientist.com
  • Gregory T. Huang )

These system effects are much more prevalent than people realize, and are the things that are "to blame" for most of the conflict and corporate dysfunction and national conflict around us.

It is clear to me, and I'd say to Peter Senge, that these effects need to be somehow made visible and accessible to everyone, at every level, from every country, so that we can get enough comprehension for people to see that, in Walt Kelly's Pogo's words, "We have met the enemy and he is us."

Of course, many scientists, working a small scales, would have a hard time accepting wisdom from theologians, working at large scales, who see different pictures in the same world. Biomedical researchers, used to looking down the microscope for the cause of problems, are not prone to look out the window instead, and even less to consider that their own scientific culture could be implicated in producing the conditions that produced the cancer that they are now working to "cure".

Still, the logic of Senge's arguments is sound. "All" that is required is for people to stop blaming others for all the pain and recognize that the others are just as good people and are just as trapped in the pain, and, in any case, as with Jimmy Buffet in Margaritaville, they might realize that, yes, maybe, they themselves might be partly to blame.

If this looks remarkably like the basic golden rule of most religions ("Do unto others what you would have them do unto you") that's because it is. Other really annoying commandments like "Forgive us our sins as we forgive others" also come readily to mind.

Like the "Marilyn Einstein" photo, reality is multi-scaled, and the scientists have the fine-detail or high-frequency detail right, and the religions may be wrong on details but have the long-wavelength, larger picture right.

All of this should be something that can be animated, simulated, and taught in K-12 school, as well as in continuing education. And it should be.

We shall not cease from exploration
And the end of all our exploring
Will be to arrive where we started
And know the place for the first time.
T.S. Eliot

2 comments:

Wade said...
This comment has been removed by the author.
Wade said...

If we assume that organizations, as living entities in their own right, have perceptions of the world, and also assume that the events perceived depend on the scale of observation, then organizations and people live in almost different universes.
The same is probably true for the Katrina situation as viewed by individuals in New Orleans and by FEMA in Washington -- individual facts may seem the same, but the picture they added up to was entirely different at the two levels.

I quoted TS Eliot, but maybe a more appropriate quote would be from Wallace Stevens, slightly paraphrased:

They said, "You have a blue guitar,
You do not play things as they are."

The man replied, "Things as they are
Are changed upon the blue guitar."