by Robyn Bolton | Feb 27, 2024 | Customer Centricity, Tips, Tricks, & Tools
Unintended consequences often catch us off guard despite their predictability. The moment they occur, we gasp in shock, shake our heads, and look at each other in wide-eyed horror at this thing that just happened that we could never ever ever have anticipated.
Yet, when (if) we do an After-Action Review, we often realize that these consequences were not entirely unforeseeable. In fact, had we anticipated them, we might have made different decisions.
The Unintended Consequences of Spreadsheets
In 1800 BCE, ancient Babylonians started recording data by scratching grids and columns onto clay tablets, and the spreadsheet was born. Over the millennia, we went from clay tablets to papyrus to parchment and then paper.
Fast forward to 1963 when R. Brian Walsh of Marquette University ported the Business Computer Language (BCL) program to an IBM 7040, and electronic spreadsheets became a reality. The introduction of VisiCalc by Apple in 1979 revolutionized spreadsheet capabilities, followed by Lotus 123 and Microsoft Excel. Today, spreadsheets are ubiquitous in education, business operations, financial markets, budgeting, and even personal inventories.
Unintended yet predictable consequences
While spreadsheets have undoubtedly enhanced efficiency and accuracy compared to traditional methods like clay tablets or hand-drawn tables on parchment, their ease of use has inadvertently led to complacency.
We stopped engaging in a multi-millennial habit of discussing, debating, and deciding before making a spreadsheet. We started flippantly asking people to create spreadsheets and providing little, if any, guidance because “it’s easy to make changes and run scenarios.”
This shift resulted in a reliance on automated models and a lack of shared assumptions or analytical rigor in decision-making processes.
Of course, these behaviors were never intended. They were, however, very predictable.
Research spanning disciplines as varied as network scientists, anthropology, neuropsychology, and paleontology shines a light on how truly predictable we are.
Here are some examples:
Emotions before Reason: Ask someone if they make decisions based on their motivations, aspirations, and fears and use data to justify the decisions, and they’ll tell you no. Ask them the last time someone else made a decision that “made no sense,” and you’ll listen to a long list of examples.
Small gains now are better than big gains later: Thoughtfully planning before using solutions like spreadsheets, word processing, email, and instant messaging could save us time at work and help us get home 30 minutes earlier or work a few hours less on the weekend. But saving a few seconds now by brain-dumping into Word, setting up a “flexible” spreadsheet, and firing off a text feels much better.
Confidence > Realism: We’ve all been in meetings where the loudest voice or the most senior person’s opinion carried the day. As we follow their lead, we ignore signs that we’re wrong and explain away unexpected and foreboding outcomes until we either wake up to our mistakes or adjust to our new circumstances.
Predict the 93%. Create for the 7%
Acknowledging the predictability of human behavior is not an endorsement of stereotypes but a recognition of our innate cognitive processes. By incorporating this understanding into design, innovation, and decision-making processes, we better anticipate potential outcomes and mitigate unintended consequences.
While 93% of human behavior may follow predictable patterns rooted in evolutionary instincts, focusing on the remaining 7% allows for the exploration of unique behaviors and novel solutions. By embracing both aspects of human nature, we can navigate challenges more effectively and anticipate a broader range of outcomes in our endeavors, leading to informed decision-making and value creation.
Now, if I could only get Excel to stop auto-converting numbers into date/time format.
by Robyn Bolton | Jan 31, 2024 | Customer Centricity, Innovation, Tips, Tricks, & Tools
Most customer research efforts waste time and money because they don’t produce insights that fuel innovation. Well-meaning businesspeople say they want to “learn what customers want,” yet they ask questions better suited to confirming their own ideas or settling internal debates. Meanwhile, eager consumers dutifully provide answers despite the nagging belief that they’re being asked the wrong questions.
It doesn’t have to be this way. In fact, you can get profound revelations into consumers’ psyche, motivations, and behaviors if you do one thing – channel your inner Elmo.
First, a confession
I find Elmo deeply annoying. I grew up watching Sesame Street, and I still get an astounding amount of joy watching Big Bird, Mr. Snuffleupagus, Cookie Monster, Bert and Ernie, Grover, and Oscar the Grouch (especially when Oscar channels his inner Taylor Swift).
Elmo moved to Sesame Street in 1985, and it hasn’t been the same since. He’s designed to reflect the mental, emotional, and intellectual capabilities of a 3.5-year-old, and, in that aspect, his creators were wildly successful. I fully acknowledge that Elmo plays a vital role in the mission of Sesame Street and that people of all ages love Elmo. But Elmo makes my ears bleed, and I will never be ok with the fact that Elmo refers to himself in the third person.
This is why my recommendation to channel your inner Elmo is shocking and extremely serious.
Next, an explanation
On Monday, Elmo posted on X (yes, the minimum age limit is 13, but his mom and dad help him run the account, so it’s apparently okay), “Elmo is just checking in! How is everybody doing?”
180 million views, 120,000 likes, and 13,000 comments later, it was clear that no one was okay.
And lest you think this was Gen Z trauma dumping on their ol’ pal Elmo, Dionne Warwick, T-Pain, and Today Show anchor Craig Melvin responded with their struggles. Comments ranged from, “Mondays are hard” to “Elmo I’m gonna be real I am at my f—ing limit,’ to “Elmo each day the abyss we stare into grows a unique horror. one that was previously unfathomable in nature. our inevitable doom which once accelerated in years, or months, now accelerates in hours, even minutes. however I did have a good grapefruit earlier, thank you for asking.”
Wow. Thank goodness for that grapefruit.
There are a lot of theories about why Elmo’s post touched a nerve – it’s January and we’re tired, it’s easier to share our struggles online than in person, or we still enjoy “that wholesome and sincere bond from childhood that makes us want to share.”
I’m sure all those are true, and I think it’s something more, something we can all learn and do.
Now, the secret
Elmo may be a red, hairy, 3.5-year-old muppet. Still, he nailed the behaviors required to get people to open up and share their inner worlds – the very thoughts, beliefs, and motivations that enable others to create and offer impactful and innovative solutions.
Here’s what Elmo did (and you should, too):
- Show that you’re genuinely curious: Elmo didn’t open with the standard “How are you?” that if answered with anything other than the socially acceptable “Fine,” results in awkward silence and inner panic. Elmo opened by declaring his intent – checking in – and then asked a question. Because of that, we understood his motivation was genuine, and he wanted an honest answer.
- Ask open-ended questions: Elmo didn’t ask a closed question that can be answered with yes or no. He asked a question that allowed people to share as much or as little as they wanted and that could act as a springboard to a deeper conversation.
- Listen silently and without judgment: Elmo didn’t follow up his original tweet with options like “Are you doing ok, or not ok, or are you happy, or sad, or mad, or…” Elmo asked a question and then listened (read the responses) without jumping back into the conversation or firing off follow-up questions.
- Acknowledge and thank the person sharing: On Tuesday, Elmo responded but not by skipping off to the next scheduled post. He acknowledged the response by opening with, “Wow! Elmo is glad he asked!” He didn’t share his opinion or immediately ask another question. Instead, he thanked people for sharing, acknowledged that he heard their responses, and was grateful.
- Do something with what was shared: Even if you do #4, it’s tempting to move on to the next question. Don’t. Elmo didn’t. Instead, he wrote that he “learned that it is important to ask a friend how they are doing.” He also wrote that he “will check in again soon, friends! Elmo loves you.” You don’t have to profess your love but do respond with what you learned and what it makes you wonder.
People can’t tell you what to create because they don’t know what you know. But they can tell you the problems they have. If you’re willing to listen (just don’t talk about yourself in the third person, you’re not a muppet).
by Robyn Bolton | Oct 5, 2022 | Customer Centricity, Innovation, Stories & Examples, Tips, Tricks, & Tools
Being the smart innovator (and businessperson) you are, you know it’s important to talk to customers. You also know it’s important to listen to them.
It’s also important to ignore your customers.
(Sometimes)
Customers will tell you what the problem is. If you stay curious and ask follow-up questions (Why? and Tell me more), they’ll tell you why it’s a problem and the root cause. You should definitely listen to this information.
Customers will also tell you how to fix the problem. You should definitely ignore this information.
To understand why, let me tell you a story.
Eye contact is a problem
Years ago, two friends and I took a day trip to Maine. It was late in Fall, and many lobster shacks dotting the coast were closed for the season. We found one still open and settled in for lunch.
Now, I’m a reasonably adventurous eater. I’ll try almost anything once (but not try fried tarantulas). However, I have one rule – I do not want to make eye contact with my food.
Knowing that lobsters are traditionally served with their heads still attached, I braced for the inevitable. As the waitress turned to me, I placed the same order as my friends but with a tiny special request. “I’ll have the lobster, but please remove its head.”
You know that scene in movies when the record scratches, the room falls silent, and everyone stops everything they’re doing to stare at the person who made an offending comment? Yeah, that’s precisely what happened when I asked for the head to be removed.
The waitress was horrified,” Why? That’s where all the best stuff is!”
“I don’t like making eye contact with my food,” I replied.
She pursed her lips, jotted down my request, and walked away.
A short time later, our lunch was served. My friends received their lobsters as God (or the chef) intended, head still attached. Then, with great fanfare, my lobster arrived.
Its head was still attached.
But we did not make eye contact.
Placed over the lobster’s eyes were two olives, connected by a broken toothpick and attached to the lobster’s “ears” by two more toothpicks.
The chef was offended by my request to remove the lobster’s head. But, because he understood why I wanted the head removed, he created a solution that would work for both of us – lobster-sized olive sunglasses.
Are you removing the head or making sunglasses?
Customers, like me, are experts in problems. We know what the problems are, why they’re problems, and what solutions work and what don’t. So, if you ask us what we want, we’ll give you the solution we know – remove the head.
Innovators, like you and the chef, are experts in solutions. You know what’s possible, see the trade-offs, and anticipate the consequences of various choices. You also take great pride in your work and expertise, so you’re not going to give someone a sub-par solution simply because they asked for it. You’re going to provide them with olive sunglasses.
Next time you talk to customers, stay curious, ask open-ended questions, ask follow-up questions, and build a deep understanding of their problems. Then ignore their ideas and suggestions. They’ll only stand in the way of your olive sunglasses.
by Robyn Bolton | Sep 24, 2022 | Innovation, Strategy, Tips, Tricks, & Tools
In the Before Times, we attended conferences to learn, make connections, and promote ourselves and our businesses. Then COVID hit, and conferences became virtual. Although that made them easier to attend, it also made them easier to skip. Because, if we’re honest, most conferences were more about connecting and promoting than learning.
Last week, I went to one of those rare, almost mythical, conferences more focused on learning and connecting than promoting. It was fantastic! It was also in Nebraska (which is a pretty interesting place, btw).
Here are my three biggest mind-blowing takeaways from Inside Outside’s IO2022 Summit:
“Strategy is the direction you take to win in the future“
Kareen Proudian, Managing Partner at Faculty of Change
It’s a bit embarrassing to admit, but if you asked me to define “Strategy,” I’d respond with a long and rambling answer. Which means I can’t define “strategy.” This admission is especially embarrassing because I have a resume littered with places where I developed, drafted, and implemented strategies, so I should have learned what the word means. But nope, I didn’t.
I suspect I’m not alone.
Asking for the definition of strategy is like asking if you must wear clothes to the office. You should know the answer. But unlike whether or not clothing is mandatory, most of us don’t know the answer, AND it’s easy to get away with never knowing the answer.
The elegant simplicity of Kareen’s definition of strategy blew my mind. It’s short, memorable, and something that most people can understand. Maybe I should share the definition with my alma maters and past employers.
“When we feel threatened, our IQ drops 50 to 70 points”
Alla Weinberg, CEO at Spoke & Wheel
When I first heard talk about Psychological Safety and Safe Spaces in today’s business world, I rolled my eyes. Hard. As a Gen X-er, I grumbled about how we didn’t need “safe spaces” when I grew up because we were tough and self-reliant, and I lamented the inevitable downfall of society caused by weak and coddled Millennials.
I was wrong.
Psychological Safety is absolutely and unquestionably essential for individuals to grow, teams to work, companies to operate and innovate, and societies to function and evolve. I’ve seen teams and businesses transform and achieve unbelievable success by discussing and living the elements they require for Psychological Safety. I’ve also seen teams and businesses fail in its absence.
These results aren’t surprising when you realize that you feel threatened when you are in a complex situation in which you cannot accurately predict the outcomes. And when you feel threatened, you are half as intelligent, effective, and creative as you are when you’re calm.
So, if you’re a manager and you’re upset that your people aren’t as intelligent, effective, or creative as they should be, it may not be their fault. It may be yours.
“Stage expertise, not industry expertise, is key to innovation success“
Sean Sheppard, Managing Partner at U+
There is deep comfort in the known. It’s why we gravitate to people like us. It’s also why companies ask job candidates and consultants about their experience in the industry and choose those with deep experience and impressive expertise. Often, there’s nothing with this question or the resulting decision.
Sometimes, it’s precisely the wrong question.
Sometimes, functional expertise is significantly more important than industry experience. After all, if you’re the hiring manager at a healthcare company looking for a Director of Finance, who would you hire – a Marketing Director from a competitor or a Finance Director from a CPG company?
That’s the case with innovation.
Decades of real-world experience (not to mention the successful launch of 100+ startups) show that successful corporate startup teams had expertise (mindsets, skillsets, executional drive) in the startup’s phase and a working knowledge of the industry rather extensive industry expertise and little to no innovation experience.
Questions are good. The right questions are better. So, the next time you’re staffing up an innovation team (or hiring a consultant), choose based on their innovation experience and willingness to learn about your industry.
Innovation happens everywhere
That’s why people from San Francisco, Austin, Washington DC, NYC, Toronto, Boston, and dozens of other places converged on Lincoln, Nebraska.
We went to see innovation in action and learn about the thriving startup community in the middle of the country. We also went to learn and connect with others committed to creating new things that create value.
Getting our minds blown was a bonus.
by Robyn Bolton | Aug 26, 2020 | Customer Centricity, Tips, Tricks, & Tools
“When you say, ‘uh-huh’ over and over like that, I can tell you’re not listening to me.”
Me, age 7, to my mom
It doesn’t take a lot of experience to know when someone isn’t listening. From a young age, we can tell when someone is listening and when they’re simply responding.
When we’re with the person, we notice the lack of eye contact or the blankness in their eyes showing us where their thoughts are actually at. When we’re on the phone, we hear the repetitive and monotone mumbles that tell us they’re attention is elsewhere.
Yet often, what we want most is simply to be listened to.
This is true in our personal relationships and in our relationships with the businesses and organizations we support. We want people and businesses to listen to our opinions, to understand them, and to thoughtfully respond to them.
Instead, people and businesses simply “hear” us.
There’s a big difference between listening and hearing
According to the Oxford University Press, hearing is “the faculty of perceiving sounds” while listening is “give one’s attention to a sound” and “take notice of and act on what someone says.”
As I explain to my clients, surveys, focus groups, and even in-depth qualitative research is often a Hearing exercise – the company develops a list of questions, asks their customers to answer the questions, then tabulates the answers and passes them along to whoever needs them.
This is a transaction. An exchange of information. It is not listening.
Listening requires engagement. It happens during EPIC conversations, those typified by empathy, perspective, insights, and connection.
Listening accelerates innovation and drives transformation. When we’re listening, we’re learning new information and discovering new insights, which enables companies to create and act differently, differentiating themselves from the competition and ultimately gaining an advantage.
Listening takes practice but here are 5 simple steps to help you get started:
- Drop the agenda – Before you have a conversation within someone, identify the 1-3 things you need to learn and leave space for at least 1 surprise. If you go into a conversation with an agenda or a long list of questions, you’re only going to hear what you want to hear because your mind is primed to seek confirmation for your opinions and to reject anything counter to what you’re hoping to hear.
- Follow where they lead – During the conversation, don’t worry about trying to steer the conversation or “keep things on track.” If you only need to learn 3 things in the conversation and you have 30 minutes or an hour, you have plenty of time for tangents, stories, and random connections. This is where the surprises and the insights come from.
- Ask Why – Channel your inner two-year-old (or Toyota Production employee) and ask “Why” multiple times. When you ask “Why” you get personal, surprising answers that point to the motivations behind people’s choices and actions. When you ask “What” you get rational, expected, even obvious answers that you, and your competitors, have heard before.
- Say as little as possible – Follow the 80/20 rule and spend 80% of your time listening. When you ask a question, don’t go into a long pre-amble about why you’re asking it or follow it with a long list of options or examples. Simply ask the question and the answer will come.
- Let the silence work for you – After you ask a question, start counting silently in your head. Before you get to 8, the person you’re listening to will start talking. Silence makes people uncomfortable but it’s also when the brain goes into exploration and discovery mode. And the longer the silence goes on, the faster the brain works to come up with something to fill it. So, stay quiet and let the brain work!
Whether you’re talking to a customer, a colleague, or a friend, you’re talking to someone who wants you to listen, to hear and understand what they are saying. These 5 tips will help you do that and, if done well, discover something wonderful and unexpected with the power to transform.
Originally published on April 20, 2020 on Forbes.com
