pdma toolbox 10-17-2012 · (c)$2012$rockdale$innovation$llc g g n n n g g n s...

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(c) 2012 Rockdale Innovation LLC www.rockdaleinnovation.com Creative Problem Solving Toolbox Proven Tools for Maximizing Team Innovation Effectiveness

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Page 1: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Creative  Problem  Solving  ToolboxProven  Tools  for  Maximizing  Team  Innovation  Effectiveness

Page 2: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

1.  Opp

ortunity  Finding

2.  Fact  F

inding

3.  Problem

 Definition

4.  Ideatio

n

5.  Evaluation

6.  Action  Planning

7.  Accep

tance  Find

ing

8.  Executio

n

References

Problem  Formulation  ToolsLevel  of  Ambition x x AWhy-­‐Why-­‐Why x x B,  C

Solution  Finding  ToolsQuiet  Storming x D

Ideality  /  Wishful  Thinking x EAnalogous  Solutions x F,  G

Planning  and  Execution  ToolsImplementation  Intention   x x x H

Page 3: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Reference Resource  for: Link/SourceA Problem  Framing  Tools http://www.id.iit.edu/executive-­‐education/

personal  communication  with  Jeremy  Alexis

B Why-­‐Why-­‐Why  analysis 101  Creative  Problem  Solving  Techniques,  James  Higgins,  pp  51-­‐53C Why-­‐Why-­‐Why  analysis The  Power  of  Innovation,  Min  Basadur,  pp  81-­‐89D Brainwriting  techniques 101  Creative  Problem  Solving  Techniques,  James  Higgins,  pp  125E Ideality  (as  pacticed  with  TRIZ) Hands  On  Systemic  Innovation,  Darrell  Mann,  Chapter  18  and  p  461F Analogous  Solutions  (TRIZ) Hands  On  Systemic  Innovation,  Darrell  Mann,  p  19G Analogous  Solutions  (general) Smart  Thinking,  Art  Markman,  pp  134-­‐154H Implementation  Intention Smart  Thinking,  Art  Markman,  pp  203-­‐206I Displayed  Thinking®  toolbox http://www.creativethinkingassoc.com/

see  also  Think  Out  of  The  Box,  Mike  Vance,  pp  125-­‐136J Immersive  Critical  Path  Schedule an  extension  of  the  Displayed  Thinking®  methodology,  as  practiced  by  Wayne  Fisher

Recommended  Reading,  and  Other  Resources:

The  Power  of  Innovation,  Min  Basadur,  2001.    A  great  summary  of  the  creative  problem  solving  process,  and  best  practices  for  facilitating  teams  through  it.    See  also  www.basadur.com  for  the  on-­‐line  thinking  styles  assessment  tool.

Hands-­‐on  Systematic  Innovation,  Darrell  Mann,  2002.      It  incorporate  a  wide  variety  of  creative  problem  solving  techniques  into  the  Theory  of  Inventive  Problem  Solving  (TRIZ)  process.  See  also  Hands-­‐on  Systematic  Innovation  for  Business  &  Management,  2004.

Smart  Thinking,  Art  Markman,  2012.    A  very  practical  book  that  outlines  best  practices  from  the  field  of  Cognition  Science,  as  it  relates  to  creative  problem  solving.    See  also  www.smartthinkingbook.com  for  Art's  smart  thinking  tip  of  the  week.

Page 4: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Level  of  AmbitionCh

ange  The

 Gam

ePlay  Better

Achieve  Parity

1-­‐2  Years 3-­‐5  Years 5-­‐10  Years

Required  Time  to  Implement

Mag

nitude

 of  C

hang

e  De

sired

Page 5: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Level  of  AmbitionGuidelines  for  Use  -­‐  Prior  to  Workshop:

*    Encourage  the  client/sponsor  to  fill  out  all  9  cells  before  defining  the  final  session  objective  (diverge,  then  converge).

*    Gain  alignment  to  the  final  session  objective  and  boundaries  with  the  sponsor  and  key  stakeholders.

Guidelines  for  Use  -­‐  In  Workshop

*    During  session  kick-­‐off,  review  the  completed  matrix  to  frame  the  session  objective  and  set  boundaries  for  ideation.

*    Revisit  during  Fact  Finding  and  Problem  Definition  to  keep  the  participants  focused  on  the  workshop  objective.

Guidelines  for  Use  -­‐  After  Session:

A  summary  of  the  top  problems  and  ideas  can  be  shared  with  the  organization  after  the  session,  to  drive  alignment  to  the  key  elements  of  the  action  plan.

*    Work  with  client/sponsor  to  define  what  specific  aspects  of  the  current  situation  require  improvement  (e.g.,  product          performance,  cost,  reliability,  sustainability,  supply  chain  efficiency).      Write  clear  Opportunity  statements  for  each.      

*    For  each  Opportunity:    Does  it  reflect  Achieving  Parity  (i.e.,  someone  is  doing  it  better  today),  Playing  Better  (i.e.,  delivers          significant  competitive  advantage),  or  Changing  The  Game  (i.e.,  it  would  be  difficult  for  competition  to  follow)?    Also,  what          is  a  realistic  time  frame  for  implementation?

*    Write  each  Opportunity  statement  in  the  appropriate  Level  of  Ambition  template  cell,  reflecting  the  desired  magnitude  of          change  and  time  frame  for  implementation.

*    When  evaluating  potential  Problem  Statements:    In  what  time  frame  do  we  want  to  solve  this  problem?    Will  solving  this          problem  help  bring  us  to  parity,  play  the  game  better,  or  change  the  game  entirely?    [Confirm  fit  with  workshop  objective.]

*    When  evaluating  potential  Ideas:    In  what  time  frame  can  we  execute  this  idea?    Are  there  elements  of  the  idea  that          can  be  implemented  in  phases,  over  time?    Will  implementing  this  idea  bring  us  to  parity,  help  us  play  the  game  better,  or          change  the  game  entirely?    [Confirm  fit  with  workshop  objective.]

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Why-­‐Why-­‐Why  (Laddering  Up  /  Drilling  Down)

             Initial  Problem  Statement:      

Ideal Outcome Why?

Why? Why?

Key Barrier

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Why-­‐Why-­‐Why  (Laddering  Up  /  Drilling  Down)Guidelines  for  Use  -­‐  Prior  to  Session:

*    Based  on  the  workshop  objective,  enroll  subject  matter  experts  (SMEs)  to  prepare  a  brief  background  presentation  of  key  Facts  that          bring  the  Opportunity  to  life  for  the  workshop  participants.

Guidelines  for  Use  -­‐  In  Session:

*    During  Fact  Finding,  SMEs  share  their  background  presentation  on  the  Opportunity.

*    Participants  listen  for  potential  Problems  to  be  solved  (diverge,  all  points  of  view  welcome).    Also  capture  knowledge  gaps,  opposing          points  of  view,  etc.

*    Converge  on  the  top  5-­‐6  Problems  that  the  team  believes  will  need  to  be  solved  in  order  to  realize  the  Opportunity.    Assign  each  Problem          to  a  smaller  subteam  to  explore  further.

*    [In  subgroups]    LADDERING  UP:    For  each  Problem,  briefly  describe  the  expected  Ideal  Outcome,  once  the  problem  has  been  solved.            Capture  as  a  positively-­‐stated,  complete  sentence.    

*    [In  subgroups]    For  each  Problem,  brainstorm  the  key  Barrier(s)  that  prevent  the  Ideal  Outcome  from  being  realized  today.    Capture  as          negatively-­‐stated,  complete  sentences.    

*    [In  subgroups]    DRILLING  DOWN:      For  each  Barrier,  conduct  a  quick  Why-­‐Why-­‐Why  analysis  to  uncover  potential  root  causes  for  the          Problem  (again,  divergent,  all  points  of  view  welcome).      Capture  each  potential  root  cause  as  a  negatively-­‐stated,  complete  sentence.    

*    [In  subgroups]    Using  a  white  board,  flip  chart,  or  Post-­‐It  notes  construct  a  draft  Why-­‐Why-­‐Why  chart  for  each  Problem  to  review  with          the  other  subgroups.    Capture  the  essence  of  the  conversation  for  review/input.    Free  form  is  fine.    

*    [Full  group]      As  subteams  review  their  Why-­‐Why-­‐Why  charts,  the  remaining  participants  listen  for  new  Problems  to  be  solved.    Again,          capture  knowledge  gaps,  opposing  points  of  view,  etc.

You'll  notice  that  the  more  you  ask  why,  the  more  granular  the  Problem  statements  become.    Ideation  begins  to  flow  naturally.    Encourage  participants  to  capture  their  Ideas  individually  as  they  emerge  and  continue  the  process.

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Opportunity  /  Problem  Statement:

Initial  Ideas

1A 1B 1C

Builds

2A 2B 2C

Builds

3A 3B 3C

Builds

4A 4B 4C

Quiet  Storming

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Guidelines  for  Use  -­‐  Prior  to  Session:

*    Print  out  5  copies  of  the  Quiet  Storming  template  on  6  different  colors  of  8.5x11  paper.    Light  colors  work  best.    Cardstock  is  ideal.

Guidelines  for  Use  -­‐  In  Session:

*    Assign  one  Problem  Statement  to  each  subteam.

*    Quiet  Storming  is  typically  used  as  the  first  round  of  Ideation,  to  capture  "top  of  mind"  Ideas  quickly.

*    Return  the  sheet  to  the  facilitator  in  exchange  for  another  color.    Ideally,  each  participant  will  work  on  4  different  Problem  Statements.

*    Continue  until  all  of  the  Quiet  Storming  sheets  are  completed,  but  for  no  more  than  30-­‐45  minutes.    Return  all  of  the  completed  Quiet            Storming  sheets  to  the  original  subteam.

*    Give  the  subteams  time  to  review  all  of  the  ideas  generated  for  their  Problem  Statement.    Circle  the  most  promising  Ideas.  Select  the            top  2-­‐3  Ideas  to  report  out  to  the  other  subteams.

*    Read  the  Problem  Statement  and  any  Ideas  on  the  new  color  Quiet  Storming  sheet.    Build  on  the  existing  ideas  (if  any),  or  add  your  own            ideas  in  the  next  open  row  (e.g.,  2A,  2B,  2C).

*    Distribute  5  Quiet  Storming  worksheets  of  the  same  color  to  each  subteam.    

*    Subteam  members  write  their  assigned  Problem  Statement  at  the  top  all  5    copies  of  their  Quiet  Storming  sheets.    

*    Each  subteam  member  will  retain  one  copy  of  their  Quiet  Storming  sheet.    Return  the  remaining  copies  to  the  facilitator  (i.e.,  a  subteam          with  3  members  will  return  two  copies  back  to  the  facilitator,  with  the  Problem  Statement  written  across  the  top)

*    Individual  subteam  members  will  brainstorm  3  different  solution  approaches  to  their  assigned  Problem  Statement  and  write  in  the  top            three  boxes  (1A,  1B,  1C)  and  return  their  Quiet  Storming  sheet  to  the  facilitator  in  exchange  for  a  Quiet  Storming  sheet  from  another            subteam  (different  color).

Quiet  Storming

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Ideality  /  Wishful  Thinking

What  Problem  Are  You  Trying  To  Solve?

What  would  my  perfect  solution  be?

What  if  cost/schedule/laws  did  not  matter  at  all?

What  would  I  do  if  I  had  unlimited  power  and  resources?

Once  you  have  dreamed  of  your  perfect  solution,  you  can  then  consider  how  much  can  be  put  into  practice  and  how  to  achieve  it.    

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(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Ideality  /  Wishful  Thinking

Guidelines  for  Use  -­‐  In  Session:

*    Assign  top  Problem  Statements  to  subteams

*    Have  subteam  members  answer  the  questions  individually

*    Share  out  in  subteam  and  capture  Ideas

*    Share  top  Ideas  to  entire  group

Page 12: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

                                                                                                   Analogous  Solutions

2.  Who  Else  Has  This  Problem? 3.  How  Have  They  Solved  It?

1.  What  Problem  Are  You  Trying  To  Solve? 4.  How  Might  You  Reapply  Their  Solution?

Page 13: PDMA toolbox 10-17-2012 · (c)$2012$Rockdale$Innovation$LLC  g g n n n g g n s Problem(Formulation(Tools Level(of(Ambition x x A WhyWhyWhy x x B,C Solution(Finding(Tools

(c)  2012  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

                                                                                                   Analogous  SolutionsGuidelines  for  Use  -­‐  Prior  to  Session:

*    Print  Analogous  Solutions  worksheet  in  11x17  or  half-­‐poster  format  for  subgroup  work

Guidelines  for  Use  -­‐  In  Session  (during  Ideation):

*    In  subteams,  review  the  brainstorm  list  of  Analogies  and  choose  the  most  interesting/useful

*    Time  permitting,  do  a  quick  Google  or  Wikipedia  search  to  learn  more  about  the  Analogy

*    Quickly  debrief:    In  what  ways  is  the  Analogy  the  same?    Different?

*    Capture  insights  on  the  Analogous  solution  works.    How  can  the  solution  be  reapplied?    How  would  it  need  to  be  modified?

*    Converge  on  top  Ideas  and  share  with  full  group.

*    Write  prompting  questions  on  a  flip  chart  or  overhead:                    Who  else  in  our  industry  has  this  same  problem?                      What  other  industries  have  this  same  problem?                      What  kind  of  a  problem  is  this  (i.e.,  generalize  the  problem)?                        What  problems  are  similar  to  this?    Who  else  has  those  kinds  of  problems?                    

*    Assign  one  Problem  Statement  to  each  subteam.

*    Distribute  Analogous  Solutions  worksheets  to  each  subteam.    

*    Review  prompting  questions  and  share  some  examples  from  the  literature  (see  references)

*    For  each  Problem  Statement,  brainstorm  (as  a  full  group)  potential  Analogies  (on  Post-­‐Its)  and  give  to  responsible  subteam.    

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(c)  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Implementation  Intention

Idea  Name:

Ideal  Outcome:    

Specific  Action  Steps:  

Potential  Barriers:

How  to  Overcome:  

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(c)  Rockdale  Innovation  LLC www.rockdale-­‐innovation.com

Implementation  IntentionGuidelines  for  Use  -­‐  In  Session:

*    Converge  on  top  Ideas  coming  out  of  the  Solution  Finding  activity

*    Assign  top  Ideas  and  flip  charts  pads  (or  pre-­‐printed  posters)  to  subteams.    

*    For  each  Idea:

               Write  down  what  the  ideal  outcome  would  be  with  a  successful  execution  of  that  opportunity.                List  out  the  specific  action  steps  that  will  need  to  be  taken  in  order  to  execute  successfully.                List  out  the  potential  barriers  that  will  prevent  the  action  steps  from  being  completed.                Identify  how  those  barriers  will  be  overcome  when  they  arise.

*    Review  proposed  action  plan  to  full  group  for  input/builds

*    Sufficiency  check  -­‐  will  the  Action  Plan  deliver  against  the  program  objectives?

*    Reality  check  -­‐    is  time/money/resources  available  to  complete  the  projects?