Canny Outlaws in Education and at Hogwarts

(p. 174) Interestingly, the union members in some of the schools run by Green Dot Public Schools, a charter school group with a solid educational track record, did not boycott the benchmark tests. The reason that they refused is revealing. Green Dot’s exams are created by a panel of teachers from its schools and are regularly reviewed for effectiveness and modified by the teachers. The tests have more credibility with the teachers than the tests for the rest of the district’s schools, which are written by an outside company, imposed from above, and don’t mesh with year-round schedules.
The quiet resistance of canny outlaws and the vocal protests of others are signs that teachers dedicated to preserving and encouraging discretion and wise judgment are not going quietly into the night. These teachers are not people who simply rebel at rules or who are just committed to their own ways of doing things. They are committed to the aims of teaching, a practice whose purpose is to educate students to be knowledgeable, thoughtful, reasonable, reflective, and humane. And they are brave enough to act on these commitments, taking the risks necessary to find ways around the rules. We suspect that many of our readers are canny outlaws themselves or know people who are: practitioners who have the know-how and courage to bend or sidestep for-(p. 175)mulaic procedures or rigid scripts or bureaucratic requirements in order to accomplish the aims of their practice. We admire canny outlaws in the stories we tell ourselves about such people and even in some of our children’s stories. We read the Harry Potter tales to them because Harry, Ron, and Hermione are canny outlaws who gain the guts and skill to break school rules and stand up to illegitimate power in order to do the right thing to achieve the aims of wizardry, indeed to save the practice itself.

Source:
Schwartz, Barry, and Kenneth Sharpe. Practical Wisdom: The Right Way to Do the Right Thing. New York: Riverhead Books, 2010.

Insights More Likely When Mood Is Positive and Distractions Few

If insights are more likely in the absence of distractions, then why are business executives so universally gung-ho on imposing on their workers the open office space layouts that are guaranteed to maximize distractions?

(p. C7) We can’t put a mathematician inside an fMRI machine and demand that she have a breakthrough over the course of 20 minutes or even an hour. These kinds of breakthroughs are too mercurial and rare to be subjected to experimentation.

We are, however, able to study the phenomenon more generally. Enter John Kounios and Mark Beeman, two cognitive neuroscientists and the authors of the “The Eureka Factor.” Messrs. Kounios and Beeman focus their book on the science behind insights and how to cultivate them.
As Mr. Irvine recognizes, studying insights in the lab is difficult. But it’s not impossible. Scientists have devised experiments that can provoke in subjects these kinds of insights, ones that feel genuine but occur on a much smaller scale.
. . .
The book includes some practical takeaways of how to improve our odds of getting insights as well. Blocking out distractions can create an environment conducive to insights. So can having a positive mood. While many of the suggestions contain caveats, as befits the delicate nature of creativity, ultimately it seems that there are ways to be more open to these moments of insight.

For the full review, see:
SAMUEL ARBESMAN. “Every Man an Archimedes; Insights can seem to appear spontaneously, but fully formed. No wonder the ancients spoke of muses.” The Wall Street Journal (Sat., May 23, 2015): C7.
(Note: ellipsis added.)
(Note: the online version of the review has the date May 22, 2015.)

The book under review, is:
Kounios, John, and Mark Beeman. The Eureka Factor: Aha Moments, Creative Insight, and the Brain. New York: Random House, 2015.

Too Many Rules Results in “Adherence Instead of Audacity”

(p. 159) . . . Wong found a distinct downside to this division of labor. “Put all the directed requirements together and the life of a company commander is spent executing somebody else’s good ideas.” Too many rules and requirements “removes all discretion” and stifles the development of flexible officers, resulting in “reactive instead of proactive thought, compliance instead of creativity, and adherence instead of audacity.” These are not the kinds of officers the army needs in unpredictable and quickly changing situations where specific orders are absent and military protocol is unclear. The army is creating cooks, says Wong, leaders who are “quite adept at carrying out a recipe,” rather than chefs who can “look at the ingredients available to them and create a meal.” Wong found a number of top brass who agreed. Retired General Wesley Clark observed that senior army leaders have “gone too far in over-planning, over-prescribing, and over-controlling.” The consequence, according to retired General Frederick Kroesen, is that “initiative is stymied, and decision making is replaced by waiting to be told…. There is no more effective way to destroy the leadership potential of young officers and noncommissioned officers than to deny them opportunities to make decisions appropriate for their assignments.”
The same thing can be said about public school teachers.

Source:
Schwartz, Barry, and Kenneth Sharpe. Practical Wisdom: The Right Way to Do the Right Thing. New York: Riverhead Books, 2010.
(Note: first ellipsis added; second in original.)

Officers Used to Learn from Trial and Error in Training Their Units

(p. 156) In the army, wartime experience is considered the best possible teacher, at least for those who survive the first weeks. Wong found another good one–the practice junior officers get while training their units. The decisions these officers have to make as teachers help develop the capacity for the judgment they will need on the battlefield. But Wong discovered that in the 1980s, the army had begun to restructure training in ways that had the opposite results.
Traditionally, company commanders had the opportunity to plan, (p. 157) execute, and assess the training they gave their units. “Innovation,” Wong explained, “develops when an officer is given a minimal number of parameters (e.g., task, condition, and standards) and the requisite time to plan and execute the training. Giving the commanders time to create their own training develops confidence in operating within the boundaries of a higher commander’s intent without constant supervision.” The junior officers develop practical wisdom through their teaching of trainees, but only if their teaching allows them discretion and flexibility. Just as psychologist Karl Weick found studying firefighters, experience applying a limited number of guidelines teaches soldiers how to improvise in dangerous situations.
Wong’s research showed that the responsibility for training at the company level was being taken away from junior officers. First, the time they needed was being eaten away by “cascading requirements” placed on company commanders from above. There was, Wong explained, such a “rush by higher headquarters to incorporate every good idea into training” that “the total number of training days required by all mandatory training directives literally exceeds the number of training days available to company commanders. Company commanders somehow have to fit 297 days of mandatory requirements into 256 available training days.” On top of this, there were administrative requirements to track data on as many as 125 items, including sexual responsibility training, family care packets, community volunteer hours, and even soldiers who had vehicles with Firestone tires.
Second, headquarters increasingly dictated what would be trained and how it would be trained, essentially requiring commanders “to follow a script.” Commanders lost the opportunity to analyze their units’ weaknesses and plan the training accordingly. Worse, headquarters took away the “assessment function” from battalion commanders. Certifying units as “ready” was now done from the top.
The learning through trial and error that taught officers how to improvise, Wong found, happens when officers try to plan an action, (p. 158) then actually execute it and reflect on what worked and what didn’t. Officers who did not have to adhere to strict training protocols were in an excellent position to learn because they could immediately see results, make adjustments, and assess how well their training regimens were working. And most important, it was this kind of experience that taught the commanders how to improvise, which helped them learn to be flexible, adaptive, and creative on the battlefield. Wong was concerned about changes in the training program because they squeezed out these learning experiences; they prevented officers from experiencing the wisdom-nurturing cycle of planning, executing the plan, assessing what worked and didn’t, reevaluating the original plan, and trying again.

Source:
Schwartz, Barry, and Kenneth Sharpe. Practical Wisdom: The Right Way to Do the Right Thing. New York: Riverhead Books, 2010.
(Note: italics in original.)

More Detailed Rules Reduce Ability to Improvise, and Result in More Deaths

(p. 41) How do wildland firefighters make decisions in life-threatening situations when, for instance, a fire explodes and threatens to engulf the crew? They are confronted with endless variables, the most intense, high-stakes atmosphere imaginable, and the need to make instant decisions. Psychologist Karl Weick found that traditionally, successful firefighters kept four simple survival guidelines in mind:
1. Build a backfire if you have time.
2. Get to the top of the ridge where the fuel is thinner, where there are stretches of rock and shale, and where winds usually fluctuate.
3. Turn into the fire and try to work through it by piecing together burned-out stretches.
4. Do not allow the fire to pick the spot where it hits you, because it will hit you where it is burning fiercest and fastest.
But starting in the mid-1950s, this short list of survival rules was gradually replaced by much longer and more detailed ones. The current lists, which came to exceed forty-eight items, were designed to specify in greater detail what to do to survive in each particular circumstance (e.g., fires at the urban-wildland interface).
Weick reports that teaching the firefighters these detailed lists was a factor in decreasing the survival rates. The original short list was a general guide. The firefighters could easily remember it, but they knew it needed to be interpreted, modified, and embellished based on (p. 42) circumstance. And they knew that experience would teach them how to do the modifying and embellishing. As a result, they were open to being taught by experience. The very shortness of the list gave the firefighters tacit permission– even encouragement– to improvise in the face of unexpected events. Weick found that the longer the checklists for the wildland firefighters became, the more improvisation was shut down. Rules are aids, allies, guides, and checks. But too much reliance on rules can squeeze out the judgment that is necessary to do our work well. When general principles morph into detailed instructions, formulas, unbending commands– wisdom substitutes– the important nuances of context are squeezed out. Better to minimize the number of rules, give up trying to cover every particular circumstance, and instead do more training to encourage skill at practical reasoning and intuition.

Source:
Schwartz, Barry, and Kenneth Sharpe. Practical Wisdom: The Right Way to Do the Right Thing. New York: Riverhead Books, 2010.

Jury Out on Whether Bossless Zappos Will Succeed

(p. A1) Brironni Alex was so good at answering telephone calls and emails from customers at Zappos.com Inc. that the company promoted her to customer-service manager.
But when the online retailer adopted a management philosophy called Holacracy, she lost her job title and responsibility for performance reviews. Since the end of April, Zappos has zero managers to oversee employees, who are supposed to decide largely for themselves how to get their work done.
“I am managing the work, but before I was managing the worker,” says Ms. Alex, 26 years old, now part of a team implementing Holacracy throughout Zappos. Ex-managers haven’t been guaranteed another job and could have their pay cut next year, though Zappos says that is unlikely. Ms. Alex says the changes give her more time for a workplace diversity committee and to perform on the Zappos dance team.
The shake-up has been jarring even for a company famous for doing things differently. Earlier this month, Zappos said about 14%, or 210, of its roughly 1,500 employees had decided Holacracy wasn’t for them, and they will leave the retailer.
They were offered at least three months of severance pay by Zappos Chief Executive Tony Hsieh, who wrote in a 4,700-word memo in March that the company hadn’t “made fast enough progress towards self-management.”
. . .
(p. A10) Mr. Hsieh, 41, concedes that Holacracy “takes time and a lot of trial and error.” He still has faith that the system empowers employees “to act more like entrepreneurs” and stokes faster “idea flow,” collaboration and innovation, he says.
. . .
Research shows that the value of flat organizations is mixed, though highly motivated workers who thrive on creativity generally are best suited for going bossless.
The results at Zappos will be watched closely because it has long embraced employee independence even while striving to meet exacting customer-service standards. “Delivering Happiness,” a 2010 book by Mr. Hsieh, was a best seller and spawned a management consulting firm.
. . .
“They are adopting Holacracy as more how to get to the next level, as opposed to how to fix something broken in their system, which is actually one of their unique challenges,” says Brian Robertson, 36, the inventor of Holacracy. The term comes from the word “holarchy,” coined by writer Arthur Koestler for self-organizing units that combine to form a larger organization.

For the full story, see:
RACHEL EMMA SILVERMAN. “Going Bossless Backfires at Zappos.” The Wall Street Journal (Thurs., May 21, 2015): A1 & A10.
(Note: ellipses added.)
(Note: the date of the online version of the story is MAY 20, 2015, and has the title “At Zappos, Banishing the Bosses Brings Confusion.”)

Ed Telling’s Band of Irregulars Had the Freedom to Perform

(p. 482) . . . Bill Sanders, Charlie Bacon’s replacement as the head of corporate personnel, . . . had once served Telling in the East despite having hair that flowed far below his ears. Sanders had grown his hair out in order to irritate an old-school store manager who exercised his sovereign rights by refusing to hire any man not sporting a crew cut. The fact that Telling never told Sanders to cut his hair was an early indication to others in the East that Ed Telling was much more interested in people who could do the job and who exhibited a healthy contempt for the status quo than he was in appearances.
. . .
(p. 492) It was more than dumb luck that his band of loyalists happened to include several supersensitive and insecure men, some deeply religious men, some obsessively ambitious men, several quite short men, and others, from secretaries to former window-dressers, who never fit into the status quo until Ed Telling discovered them and helped them flourish among his private band of irregulars. Along the way, the Eastern Territory troupe was joined by others. Whether they were bright-button kids from Utah itching to accomplish an act that truly counted on a large scale, or frustrated wordsmiths so enamored of the metaphors of power that the practice of management appeared to them in Biblical panoramas, they all had a part. All irregulars were welcome, and in his quiet way Ed Telling played them all. Telling could sense through instinct which people were willing to submit and which ones were willing to fight. Far from being unaware of his motivational skills, Telling would on occasion call Pat Jamieson into his office after one of his managers left, then convey to Pat the elliptical words he’d uttered to the manager, and predict the number of days it would take the officer to come back with the problem ironed out. He was rarely off by more than twenty-four hours. He said his management style involved giving subordinates a great deal of freedom, “the freedom,” he called it, “to perform.”

Source:
Katz, Donald R. The Big Store: Inside the Crisis and Revolution at Sears. New York: Viking Adult, 1987.
(Note: ellipses added.)

“The General” at Sears Hated Bureaucracies that Restricted Individual Human Will

(p. 12) Though for fifty-four years he was known throughout the country as “the General,” Wood actually quit the Army in 1915 at the age of thirty-six. The son of a Civil War hero, he had graduated from West Point in the class of 1900 and had served for ten years as right-hand man to the famously hard-driving General George Goethals while they built the apparently unbuildable Panama Canal. After he left the service, Wood did agree to come back as acting Quartermaster General during World War I, but in truth he never much cared for the Army. It always seemed such a top-heavy thing, and so restrictive of human will.
The General hated bureaucracies. Aside from his desire to personally raise the standard of living of an entire nation, he dreamed of creating an institution that could accomplish large works without restricting the individuality of the people within it. He said he wanted to make an American corporation that had a soul.

Source:
Katz, Donald R. The Big Store: Inside the Crisis and Revolution at Sears. New York: Viking Adult, 1987.

Ed Telling’s Nimble, Intuitive Labor Decisions at Sears

(p. 49) Telling rarely gave a direct order, so the Searsmen near him knew they had to listen hard and learn to read his arcane signals. You had to understand his gnomic comments and apparent throwaway lines, for you would only hear what Telling thought about something twice. The requirement made people scared, because the third time he spoke you were gone. “No need to beat a horse if he’s not able to pull,” he’d say. “Let’s get another horse.”
He had a habit he said he couldn’t do anything about of judging the utility and character of a man the first time he looked into his eyes. Quick-draw decisions like this were a part of the general managerial ethos at Sears. The practice might have descended from the store master’s knack for spotting at fifteen paces a shopper in the mood to spend freely.

Source:
Katz, Donald R. The Big Store: Inside the Crisis and Revolution at Sears. New York: Viking Adult, 1987.

Studebaker Competed with “Unique Designs and Powerful Engines”

LangeGregWithStudebakerPresident2015-04-25.jpg

“Greg Lange, 53, with his two-tone 1955 Studebaker President, near his home in Edmonds, Wash.” Source of caption and photo: online version of the WSJ article quoted and cited below.

(p. D4) I’ve always rooted for underdogs.

. . .
Studebaker wasn’t a big Detroit corporation. It was a smaller company out of South Bend, Ind., and had to be highly imaginative to compete with Ford and General Motors. This resulted in unique designs and powerful engines. The one in my President is called a Passmaster (a 259 cubic inch V8); the meaning is obvious.

For the full interview, see:
Greg Lange as told to interviewer A.J. BAIME. “Studebaker: President Still in Office.” The Wall Street Journal (Weds., April 8, 2015): D4.
(Note: ellipsis added.)
(Note: the online version of the interview has the date April 7, 2015, and has the title “Studebaker: Still Stands Out After 60 Years.” Where the online version differs from the print version, the quoted passage follows the online version.)

Ed Telling Centralized as He Talked of Decentralization

(p. 491) Like de Gaulle, Telling talked of decentralization as he centralized all things beneath him. He pulled the authority of individual stores into the purview of the retail groups, then the power of the groups into the territory, and then the awesome power of the territories up into the Tower–with an assist to Ed Brennan at the end. The killing off of layers of management in many large companies causes the authority to fall down as if by gravity, but Telling pulled it back up manually. Every retirement caused former authority to come up to him.

Source:
Katz, Donald R. The Big Store: Inside the Crisis and Revolution at Sears. New York: Viking Adult, 1987.