Here is a short introductory video about The Right Questions.

“Successful people ask better questions, and as a result, they get better answers.” Tony Robbins

Ask the right questions, get the right answers and become more effective at decision making, strategic planning and achieving goals.

“A prudent question is one half of wisdom.” Francis Bacon

To make a good decision, whether, in a personal or business context, the first step is to correctly frame the challenge. Asking questions does this. ‘The Right Questions’ is a simple and memorable method to make good decisions and to create effective plans.

Philosophers identified the most important questions over two thousand years ago. But this first-principles approach has been somewhat lost in formal education today, partly due to the level of detail that is pursued in an increasingly complex world.

The information available via the Internet is seemingly endless but this has a downside. It is easy to become overloaded with data or miss out on important factors when making a decision. And there is a problem with some decision-making processes too; a lot of systems rely on jargon that is not memorable or straightforward to apply.

Interrogative Open Questions

Therefore we need an easy to access tool to deal with complex and evolving situations. The good news is that the core questions are actually embedded in language.  The seven basic interrogative questions of what, where, why, when, who, how and which are the triggers needed to unlock any problem. It is then just a case of understanding their application.

The Right Questions methodology uses the seven core interrogatives and applies them to strategic planning, implement projects and achieving goals. It is a creative process, described as “deeply motivational”.

The Right Questions approach is used in coaching and consultancy as well as being a decision-making tool. Simon Ash developed the framework from his experience as a Bomb Disposal Officer.

“Ask the right questions, get the right answers, and be more effective.”

The Right Questions framework is a process and set of tools to help people who want to:

• Lead themselves and others well
• Think analytically and critically
• Develop effective strategic plans and achieve goals
• Set priorities and make better decisions

The Right Questions framework is based upon the main interrogative words in the English language, linking each to a key theme and further questions:

Navigating The Right Questions Website

To help you navigate the posts that explain the framework, follow the links under the headings below that correspond to the individual posts.

Beside each post, on the right sidebar, you will see the main categories that relate to the posts below. These are:

• The Right Questions (Background and Overview)
• Why (Values)
• What (Mission)
• Where (Situation and Vision)
• Which (Options, Risk and Opportunity)
• Who (Individual, Team and Network)
• How (Goals, Planning and Resources)
• When (Timing and Programming)

Introduction to The Right Questions Concept

Overview of The Right Questions Framework

Stage 1: Strategic Framing

The initial questions of why (principles, priorities and passions) where (situation and vision) and what (mission, success criteria) provide the strategic framing for any plans we make. The quality of the options we develop to achieve success and the effectiveness of our planning depends largely on the development of the overall strategy.

Why? Values

Principles, purpose, passions, priorities

Where? Situation and Vision

Situational Analysis – where am I now?

Vision – where am I going?

What? Mission, success and end-state

Stage 2: The Reflection Point

The second part or stage is called the ‘reflection point’. In every decision making cycle you consider your options in the light of the situation, the risks and opportunities. This reflection point either takes you back to Stage 1, and a further iteration of refining the Strategic Framing, or onto Stage 3, Developing a Plan, where an actionable plan can be created for the chosen course of action, fulfilling the strategy.

Which: Route, risk, review, reflections

Stage 3: Developing a Plan

The third section on planning uses the questions how, who and when to explore the detail needed to deliver on your desired course of action in alignment with your overall strategy.

How? Planning, Resources

When? Timing, programming and prioritisation

Who? Self, team and network

Case studies, examples and application of The Right Questions

The Right Questions in Organisations

The Right Questions in Coaching Individuals

How do you stand out in the workplace? What core competencies must you have to be successful in business? Work in all sectors is increasingly dynamic, and in order to succeed, employees must have the ability to deal with complexity, identify critical information, make sound decisions, and collaborate effectively with people both inside and outside their immediate environment. The problem is, many people lack the skills that employers need to achieve their goals.

CEB, a member-based advisory company based in the US, has recently published research looking into this challenge and the results are of vital importance to employers and employees alike. As a consultant friend of mine noted ‘this is gold dust!’ If you are wanting to be hired or looking to hire people then you should be thinking about this list of core competencies.

But before the list, here is Conrad Schmidt, global research officer for CEB, who frames the problem in this way:

“Employees today have more ambiguous objectives and are working with larger groups of stakeholders, making both flexibility and the ability to collaborate ‘must-have’ competencies for companies seeking higher levels of performance. Important business decisions are also being made lower in the organization, putting an even higher premium on good judgment. Building the next generation of high-performers will require organizations to cultivate these skills within their employee base and to be keenly aware of the dramatic shifts occurring in today’s work environment.”

What are the top 10 competencies?

CEB looked at the performance of over 20,000 workers from across the globe, incorporating data gathered from more than 40 different organisations. The conclusion of the study was that there are 10 competencies that, when exhibited together, identify someone as a high performer. The core competencies are:

1. Ability to Prioritize
2. Works well in teams
3. Organizational Awareness
4. Effective Problem Solving
5. Self-Awareness
6. Proactivity
7. Ability to Influence
8. Effective Decision Making
9. Learning Agility
10. Technical savvy

How can you develop the essential competencies?

The Right Questions is a framework that can be used as a tool to address these core competencies.  If you are seeking to improve in one of these areas then coaching can be a highly effective way to help you develop in these key areas.

Coaching, when done well, supports a client in achieving a specific personal or professional goal generally through facilitation of thinking.  This creates an environment of learning for the coachee.

Coaching can be described as:

Unlocking people’s potential to maximise their own performance. (Whitmore 2009: 11)

Or

The art of facilitating the performance, learning and development of another. (Downey, 2003:21)

Research has confirmed that one-to-one coaching is the most effective and satisfying way to help people achieve their goals.  This is compared to group coaching, teaching or self-coaching (Losch et al; 2016).

If you would like to find out more about coaching and how to find a coach then please do email me via our contact page.

If you would like some free coaching content then please do sign up to my email list.

References

• Whitmore, J (2009) Coaching for Performance: GROWing Human Potential and Purpose: The Principles and Practice of Coaching and Leadership, 4^th London: Nicholas Brealey.
• Downey, M (2003) Effective Coaching: Lessons from the Coach’s Coach, 2^nd London: Texere.
• Echart, S (2013) CEB Executive Guidance 2013, https://news.cebglobal.com/2012-12-20-CEB-Identifies-Anatomy-of-the-New-High-Performer
• Losch, S; Traut-Mattausch, E; Mulberger, M D; Jonas, E (2016) Comparing the Effectiveness of Individual Coaching, Self-Coaching, and Group Training: How Leadership Makes the Difference. Frontiers in Psychology, 7, pp.629

When was the last time you made a decision? It was probably when you decided to click on the link and read this article! So, what decision-making approach did you use? How much time did you think about it? One way or another you just experienced a decision-making process. And that was but one of perhaps hundreds of decisions you have made already today.

What is decision-making?

Put simply, decision-making is the process of considering, and making a choice between, various courses of action.

A decision can be defined as:

“Come or bring to a resolution in the mind as a result of consideration.”

or

“Make a choice from a number of alternatives.”

Lexico (Oxford English Dictionary)

Decision-making can be further defined as:

“The action or process of making important decisions.

Lexico (Oxford English Dictionary)

But even these definitions, though useful, can be misleading as many of the decisions we make every day are unconscious. Also, we apply process – of sorts – even to non-important decisions.

Decision-making is constant

Decision-making is a process, but it is actually something we do constantly. Whether we are conscious of the process or not, we are faced with a multitude of decisions to make every day. Estimates vary as to exactly how many, but, researcher Sheena Iyengar did studies of US adults showing they made around 70 conscious decisions on a daily basis.

And there are higher estimates. Researchers at Cornell University have shown that we make 226.7 decisions each day on just food alone (Wansink and Sobal, 2007). I am guessing my .7 decision was when I nearly had that extra cup of coffee…

And that is just for choices about food! Think about all the other decisions we have to make. For example, even as I type I am making a constant string of choices of which words to use in order to express what I want to say.

Some online sources estimate that we make around 35,000 decisions a day. This estimate is based on the number of thoughts we have per second. This is not an exact measure by any means. But, what is certain, is that we have to make loads of decisions! Many of these choices are conscious ones, and these require some sort of applied process.

“Time is like a river that carries us forward into encounters with reality that require us to make decisions. We can’t stop our movement down this river and we can’t avoid those encounters. We can only approach them in the best possible way.”

Ray Dalio

The Paralysis of Analysis

Have you ever stood in a supermarket and stared for an age, weighing up a choice between similar items?

Most of us will have experienced this kind of analysis paralysis to one level or another. It happens when the choice is too great, alternatives too similar or the choice is outside of our usual frame of reference. To avoid this paralysis we often rely on heuristics – simple decision-making tools, rules or hacks – to help us make informed decisions. For example, we might prefer one particular brand or product and just pick that so we don’t have to give it too much thought. This can be an effective heuristic – to save us time, ensure quality or save money.

Using Heuristics

But, knowing about psychology, it is also these sorts of biases and heuristics that marketing experts love to exploit. To understand more on this subject then I recommend you read Daniel Kahneman’s acclaimed book ‘Thinking Fast and Slow‘. Kahneman is recognised as the world leader in understanding heuristics and bias.

As Kahneman demonstrates in his research, most decisions we make are actually unconscious ones. It would take too long to use a process or explore the pros and cons of every decision. We can risk paralysis by analysis if we spend too much time on a decision, as we can become overloaded by information.

Some decisions are relatively unimportant. This could include choosing which clothes to wear, what to eat for lunch or what to watch on television. For these decisions, simple heuristics – even flipping a coin or rolling dice – can be effective.

Some decisions are much more important, such as the choice of spouse, partner, career or work. Similarly, large purchases, such as buying a property, are significant decisions. We instinctively know that we should take more time and effort over the more important decisions. The problem is that we do not necessarily understand how we make decisions. Nor do we have the tools to help us make the best choice. So how can we do it better?

How do we make decisions?

What was the last big decision you made and how did you make it?

We often think of decision making as a rational process where we engage our logic to solve a problem. But decision making is actually not just problem analysis (although they are linked). Also, a lot of decision making is influenced more by emotion than by logic.

This is not necessarily a bad thing. Our emotions are very important and employing them does not necessarily make a choice irrational. Emotions and passions are connected to our experiences, preferences and values.

If we were purely rational we would operate according to Rational Choice Theory. This means we would always make the choice that offers the best statistical chance of success or reward. However various scientific studies have shown that this is not the case. We are not purely rational and can be heavily influenced, by ourselves, others and circumstances to make quite irrational decisions.

The psychology of decision-making

People don’t realise that they often influence and even fool themselves. Hugo Mercier and Dan Sperber published a paper in 2011 that concluded we use our reason and logic, not to get to the truth or to make good decisions, but primarily to strengthen our position and persuade other people that we are right. This is confirmation bias, where we selectively choose data that supports our decision. This is just one example of cognitive bias.

Our circumstances also play a large part in our decision making especially if we are in stressful conditions. At the extreme level, we could be affected by the ‘fight, flight or freeze’ responses first outlined by Walter Bradford Cannon. These physiological responses have a direct influence on our psychology and may even completely override our conscious decision-making capacity.

Other people can also bias our decisions. This could be simple peer pressure or more manipulative influence employed by an individual. Our psychology can be exploited. As mentioned earlier, salespeople used have long understood this, hence strategies such as creating the idea of scarcity or advertising using subliminal suggestion and product placement.

The psychology of decision making is a fascinating and growing field. If you would like to dig deeper into the subject, take a look at ‘The top 10 books on decision-making and thinking.’

What is a decision making process?

Being aware of the influences we have is very important if we want to make good decisions. Decision-making processes can help us as they encourage us to take a step back from our situation and assess it more objectively. This will not eliminate bias but it will help.

Decision-making processes also seek to identify the stages needed to make a decision so we can follow through on a choice in a logical manner. One common breakdown of the steps is shown below:

The 7 steps to a decision-making process

1. Outline the goal or outcome/analyse the problem
2. Gather data/consider factors
3. Develop alternatives/courses of action
4. Consider the pros and cons of each alternative
5. Make the decision
6. Implement the decision/take action
7. Learn from the decision

To some level, most people apply a decision-making process at some time, even if they don’t call it by that name. Making a list of the pros and cons of a decision is one of the simplest and most common decision-making processes. Related to this is the setting of priorities or by reducing choices by process of elimination.

One process we employ is giving our decision making to people and things. Acquiescing responsibility for a decision, as we do to our elected politicians, or delegating decision making to subordinates is a decision making process. Flipping a coin is a way of acquiescing responsibility to fate or probability (depending upon your view of the world) whereas there is also an increasing array of software that we can also use to support our decision making, or even to make decisions for us.

Why are decision making processes important?

How much training have you had, specifically on decision-making?

Despite the importance of decision making and the general awareness of decision-making processes, very few organisations put much time and training into teaching people how to make better decisions. We gain a certain amount of critical thinking and problem analysis through our formal education but few people feel properly prepared to make important decisions in their work, especially when they may need to defend their position, demonstrate their rationale and persuade others to follow a decision.

Many existing processes within organisations support decision making. For example, a tender process, where bids from vendors are received and reviewed, is a decision-making process. This sort of selection process takes into account factors important to a contract, such as cost, quality and the track record of a company. Voting in a meeting is another simple process. It is a democratic heuristic, testing not only how people think or feel about an idea but also then putting pressure on others to support a decision once votes are cast.

Teaching decision making

But few people – including leaders – are taught decision-making skills that can be used more generally. There are a few institutions that have recognised the importance of teaching tools and processes to their decision-makers, in order to equip them to make informed choices. The military and the medical profession are key examples of this. This is because those with responsibility in these professions are dealing with life and death decisions, often made under highly stressful and emotionally charged situations. In these careers, where people are held accountable for such weighty choices it is no surprise that a lot of thinking has gone into good decision making.

The Military Decision Making Process of the United States Army) and the UK Military Combat Estimate Process (known as the Seven Questions are examples of these sorts of tools that share much in common and reflect the seven steps outlined above.

But the challenge I bring to leaders in all walks of life is this: even if a decision you make is not likely to be life or death, it can still radically affect the quality of people’s lives, as well as the success and profitability of an organisation. So is it any less important to make good decisions in other spheres of work?

What decision making processes are there to use?

The good news is, that even if you have not had formal decision-making training, there is help available. There are plenty of robust decision-making processes and tools around, it is just choosing the best one for you, your team and your situation.

A good starting point is understanding decision making at its most basic and for this I would recommend looking at the OODA loop. OODA stands for ‘Observe, Orientate, Decide, Act’ and you can learn more about it in my post on ‘The OODA Loop Decision Making Cycle.’

My experience as a Bomb Disposal Officer, leadership coach and management consultant led me to develop my own decision-making process that I dubbed ‘The Right Questions’. This is a simple tool that uses the interrogative words of the English language as prompts for the steps you need to take and questions you need to ask when making decisions. You can find out more by reading ‘The Right Questions Framework Guide.‘

Is decision making just for leaders?

Decision making is becoming of increasing importance to those not in traditional leadership roles. Organisations are becoming less hierarchical in structure and in today’s fluid and fast moving work place the best employees are those who can take the initiative, make and act upon good decisions.

Therefore everyone can benefit from understanding more about the way we make decisions and from learning simple decision making processes.

And as we have seen, good decision making is not just important in the work place. We all have to make decisions that affect the direction of our lives. This is why as a coach I have found that processes, such as The Right Questions, can be equally as helpful in exploring the bigger questions of life.

Where are you heading? What do you want to achieve? How are you planning to get there?

If you are interest in exploring these questions at a personal level then just subscribe to my newsletter and you will get a free goal setting workbook and personal action plan. Just sign up here!

Taking things further

You may want also want some help, improving your decision-making and becoming more effective at achieving your goals. I have the pleasure of seeing amazing, positive, transformations in the individuals and organisations I work with. If you would like some assistance too, in person or online, then please do drop me a line. You can email me via the contact page.

I look forward to hearing from you!

What are the right questions? Which questions do you need to ask if you want to lead yourself and others better? Why are the right questions important?

“A prudent question is one half of wisdom.” – Francis Bacon

Good questions are essential if we want to get the right information.

If we don’t ask the right questions we won’t get the answers we need. Without the necessary information, we won’t be able to make good decisions. If we don’t make good decisions we lose our direction, don’t achieve our goals, fail in our leadership, and can end up ineffective, unhappy, or worse.

I found out how important questions are early on in my career because my first role was being a Bomb Disposal Officer.

Nasty surprises

I was just savouring a coffee from my newly purchased coffee maker when a wide-eyed and out of breath soldier stumbled into my makeshift office. My cup was poised in my hand – the aroma was fantastic – and the thought of drinking it was more alluring than anything I could imagine that this solider might interrupt me with. “This had better be good”, I thought.

“Sir! There is a suspicious package at the gates of the camp!”

I put the cup down; coffee time was over.

It was Bosnia in 2001, and I was a young Lieutenant in the Royal Engineers leading the Explosive Ordnance Disposal (bomb disposal) team in the local region. The conflict in Bosnia had died down some time ago so we were there mainly to clear up the mess that a war leaves behind, namely the mines, mortar bombs and other explosives that littered the countryside. But in the post 9/11 world, the threat of terrorist attack was at the forefront of people’s minds. In this context, an unexplained bag, right up against the front gates of a military camp, was screaming out ‘IED!’ (Improvised Explosive Device), and required immediate and serious attention.

Red wire or blue wire?

Therefore, I went to take control of the scene and do an initial threat assessment. I met the guard commander and asked him some questions such as:

Where exactly was the package?

What did it look like?

Who had seen it first?

When had it been found?

Why was it suspicious?

How had it got there?

Very quickly a picture emerged that put my mind at ease.

One of the guards had seen an old and infirm lady dropping off the parcel. Upon questioning the local interpreters, I found out that this lady was well known to them (as she was a little eccentric) and that she had made similar deliveries before. It was more than likely that this was just a gift for the soldiers.

A short trip to visit the lady at her house confirmed that yes, she had just dropped off some biscuits for the troops. It just so happened that she thought that dropping off a ‘surprise’ in an unmarked bag, unannounced, at the front gate to a military base was a good thing to do!

After establishing all of this I was able to go back, safely deal with the package (no, I didn’t eat or blow up the biscuits), give the all-clear, and return the security levels to normal. I thanked the lady for the kind thought and gift but asked her to refrain from such ‘surprise’ generosity in the future.

So, the right question was not ‘do we cut the red or the blue wire?’ In fact, the right questions were not technical ones at all.

The importance of questions

When you consider your life is under threat then it is very important to properly assess a situation. You have to overcome the ‘fight or flight’ response and use the decision space – the gap between stimulus and response – to work out what to do. In the time given you have to make an assessment. Asking the right questions and getting the right answers is essential before launching into action.

The military, the emergency services and medical services know this and train personnel in decision making. By employing decision making processes and then applying in exercises and real-life situations, to build up experience, such people can become expert decision-makers and can make quick, effective decisions even in high risk environments.

Outside of careers that deal with life-threatening situations very few people get training in asking questions and making decisions, despite that research time and again sights such competencies to be essential to employees and particularly leaders and managers (Harrell, Barbato). The need for decision-making is often expressed in other terms such as:

• The need for analysing and overcoming problems (Zenger, Folkman),
• Taking the initiative (Maxwell),
• Setting direction and goals (Giles),
• Good prioritisation (Covey),
• Having a clear vision and strategy for the team (Rumelt)

But all these things are related to or dependent upon good decision-making. And, what’s more, these things all come together in the realm of coaching and personal development. For senior executives and C-suite leaders, this is particularly true, as coaching at this level provides structured time to think and make the most important decisions for their work and life as a whole.

Do we need decision making tools?

We generally take decision making for granted, after all we each make thousands of decisions every day, some conscious, some unconscious, and rarely need to apply more than our intuition to a problem. But there is a problem. Research, particularly by influential figures such as Daniel Kahneman, has demonstrated that our intuition is amazing but has limits.

Therefore understanding decision making and how to make good decisions is critical to all of us, and good decision making starts with good questions.

The problem with many processes and tools, including those used for decision making, is that they are often non-intuitive and hard to remember. That is why we should start with what we already know and structures that are already embedded.

“A problem well put is half solved.”

John Dewey

Start with the questions you already know

When I was training as a Bomb Disposal Officer we were taught a question technique called the ‘Five Ws’ which we used when we approached an incident. The ‘Five Ws’ is an interrogative style employed primarily by journalists and police officers but it is a framework that can be used by anyone to make an appreciation of a given situation.

The idea is that by asking open questions you are more likely to get factual answers by avoiding presuppositions. The simple idea of just having the ‘Five Ws’ of What? Where? When? Who? Why? (along with the added H of ‘How?’) provides an easy to remember checklist that is a useful starting point towards building a rounded picture of any circumstance.

Using Interrogatives

As I have done further research into question technique and applied the principles in my work I have found that it is also useful to add another ‘W’ – that of ‘which?’ – to the list. The ‘which?’ question covers the concept of selection (and therefore of options and risk) and helps to complete the cycle, particularly when we are planning for the future, not just examining an event that has already happened.

This makes seven questions in a total and creates a easily remembered framework. Its easy to recall as its based upon the most common interrogative words that we use in English and also because we find it harder to recall lists about seven or eight items (Buzan).

The application of the interrogatives provides a holistic approach to analysing a situation and making an informed decision. The use of these seven open questions is a technique I have dubbed ‘The Right Questions’.

Using The Right Questions

Seven questions? Surely that is too simple you say! Well, we will come back to that point but the simplicity is a large part of the system’s strength. But, as with any tool or model, the technique is only as good as its application and it is this application of the questions that we need to explore in more depth.

When you learn how to apply the system it is very flexible. My starting point when faced with a challenge – whether it is developing a business case, starting a project, or writing an article – will be to write down the seven Right Questions and start to brainstorm and explore my thoughts under each heading.

My experience of working as a coach and consultant has taught me that The Right Questions approach can be applied to everything from life direction and personal vision, to corporate strategy and organisational change.

I am passionate about serving individual and teams, helping them to face their challenges, achieve wonderful things and have fun while doing it. If I can serve you in this way then I will be fulfilling my goal.

The right questions for life’s journey

In the journey of life we get to travel together with others at different points. Our paths merge, cross and diverge and we never quite know how long we will have to travel alongside people. However long we have, I hope that in our time travelling together I can assist you in refining your direction and encouraging you on to all the amazing things life has in store for you.

Bon voyage et Bon courage!

“The discerning heart seeks knowledge.”

Solomon

To find out more about applying and using The Right Questions framework click on the link below:

What are The Right Questions?

Would you like a free e-book to help you set goals and create a personal action plan? Then just subscribe to my newsletter. Don’t miss out; sign up by clicking here!

References:

Buzan, T (2010) Use Your Head, London: BBC

Giles, S (2016) The Most Important Leadership Competencies, According to Leaders Around the World, Harvard Business Review

Harrell, M and Barato, L (2018) Great Managers Still Matter: The Evolution of Google’s Project Oxygen, Google/Re:work

Kahneman, D (2011) Thinking Fast and Slow, New York: Farrar, Straus and Giroux

Maxwell, J C (2007) The 21 Indispensable Qualities of a Leader, Nashville: Thomas Nelson

Zenger, J and Folkman, J (2014) The Skills Leaders Need at Every Level, Harvard Business Review

So, having established in previous posts the background to The Right Questions and an idea of their importance, we can now get an overview of The Right Questions and how they are applied to strategic planning and achieving goals, both in a personal or business context. The questions come in an order of sorts but the process of asking The Right Questions is also iterative and cyclical. In other words, the answer to one question is likely to inform an answer to another, and even after we have worked through all the questions we will generally go back and revisit the others to refine our answers.

It is beneficial to explore the questions in two broad groups. The first is comprised of the where, what and why, and these encompass the strategic framing of a situation. The second group is made up of the questions how, when, and who and these help us develop a specific plan within the aforementioned strategic frame.

The two groups are joined by ‘which’ as this question deals with the concepts of options and risk. After looking at the overall strategic picture we use ‘which’ to explore courses of action from which we can choose an option to develop into a more detailed plan. We then return to this same question to weigh the risks as the plan progresses. Looking at these options and risks are the key decision points and can lead us to return through the strategic framing or planning loops again.

Taken all together these seven questions create a template for strategic planning and also become a decision-making process that follows a figure of eight cycle, as demonstrated in the diagram below.

“I keep six honest serving-men, (They taught me all I knew); Their names are What and Why and When, And How and Where and Who.” Rudyard Kipling

STRATEGIC FRAMING

Why? (Values and Priorities)

The ‘Why?’ represents our values. Our values are our identity; the things at our centre that define why we have the vision in the first place, why we do the things we do, why we attract certain people. They are our beliefs and worldview. These are often things we hold in common with others at one level but the particular combination and application of the values make them unique to us. Knowing our principles shows us what we value most and therefore it also helps us to prioritise and make good decisions.

Where? (Situation and Vision)

‘Where?’ is the present location and the future destination, the situation and the vision. We look at whence we have come from and whither are we going as our journey is bracketed by these ideas of ‘where’. When you get out a map the first thing you do is identify where you are and get your bearings; only once you have done this do you plan to move. And when you move, you don’t want to wander aimlessly (movement in itself is not progress), there needs to be a destination, something we are aiming for. This destination is the dream, the thing that stokes our passion and gives us our drive.

What? (Mission)

‘What?’ represents the mission, the reality of what we are going to do. The mission is the bottom line, the tangible measured difference that we are to make. To work out the mission we need to define success so that we know our finish line. We can then sum this up in a pithy and memorable way to get our mission statement.

REFLECTION INTERSECTION

Which? (Options, Risk and Reflection)

Options

We have to choose which way to go and therefore ‘Which?’ deals with the idea of selection. First, we have to generate a range of courses of options we can choose from. This is a creative process, requiring divergent thinking, and taking time to step out of the purely logical process in order to examine unorthodox ways of problem-solving. Generating these options is something we can do before looking at the how, when and who questions. We are generally faced with various strategy options and we have to select a route by assessing relevant factors.

Risk

One of the major factors affecting a decision is risk. If a venture is deemed too risky it is the surest thing that will stop us from acting, no matter how attractive the option first seemed. To make good decisions we need to identify, assess, mitigate risk and then manage the risk accordingly. Capacity for risk varies between people and situations so it is important to remember that this is an ongoing process of management. At the same time we don’t want to become defensive, timid or risk averse; achieving bold visions means taking risks. We just need to make sure we have counted the cost before we commit ourselves.

Reflection

The option does not have to be perfect. What we are looking for is the minimal viable product (MVP) approach to problem-solving. When an idea good enough to add some planning to it, but then we need to test it. This is where the ‘which’ question becomes the reflection point in the interlinking loops between strategic framing and planning. We test our ideas, reflect and learn from them, then adjust our plans and go again.

PLANNING

How? (Strategy, Goals, Planning and Resources)

‘How?’ is the method or plan by which we achieve the mission. Goals and activities support the overall strategy and propel us towards our dream. Breaking down the route into manageable steps gives us the basis of an action plan and makes the dream an achievable reality. Once we have worked out the detail of each task it is much easier to assess the correct resources we need for each step and therefore, by adding up these resources, we can get a better estimate of the total resources we need to achieve the whole mission.

When? (Timing and Programming)

It is no surprise that ‘When?’ refers to time. Timing is critical. Choosing the right time makes the difference between success and failure and it takes an equal measure of planning and wisdom to know when to implement strategies, to go for goals and ultimately achieve missions. Time is key to planning and is the one truly limited resource. As we overlay our plan with time we create a programme with milestones that help us to measure our progress towards our goal.

Who? (Roles, Team, Structure and Network)

The ‘Who?’ is primarily about the roles different people fulfil, the makeup of our team, the structure of our organisation and the people we connect within our personal network. Sometimes we have a mission and then we go out and put together a team and therefore we need to know what we are looking for. At other times we may need an existing team to adopt a new strategy. In this case, we need to know how best to place people as we re-structure the existing team. Even if we are operating alone, not having a specific team or organisation, we always have a unique network of contacts to draw upon. People are always involved one way or another on our journey and they are the most important resource that we can draw upon.

Now that we have looked at an overview of The Right Questions we will look at each one in greater detail in future posts.

If you want to know more about the background and evidence for the approach I recommend you read:

Beyond the 5Ws: Ask questions like a philosopher, answer as a visionary

If you want to start going through the process I recommend you ‘start with why’ (like Simon Sinek) and read the following:

What are your personal values?

Quite often we limit ourselves and our plan to our present resources.  After all, it is reasonable to ask ‘Which holiday can I afford?’ before going and booking one.  Budgeting is good stewardship and I would certainly not recommend getting into debt on a whim.

But we will never be able to dream big or make macro leaps forward if we limit our goals to what we can achieve with the resources we have now.  It is better to first ask what we are passionate about doing, working out the resources required, and then thinking creatively of ways to get what we need.  That is why this question comes some way down the planning process.

The importance of logistics

An army needs logistics. A large portion of every military is concerned with delivering the right resources to the right people in the right places.  In fact, there are many more logisticians than infantry soldiers in the average army.  But the army does not exist for logistics. It has a mission to achieve. That aim is very rarely just to do with just moving men and equipment from one place to another.  Logistics is a large and essential part of achieving your aim. But it is there to support the mission, not to drive it.  History testifies to the fact that an army will beg, borrow and steal if necessary to get the job done if (or rather when) logistics fail.  You can still achieve your aim when resources are difficult to come by if you remain focussed; as the United States Marine Corps would say: you just need to ‘improvise, adapt and overcome!’

The right motivation is key

This is because there are very few times when finances and resources are fixed.  A compelling vision inspires us to innovate and save. It motivates us to earn and raise the funding that we need and find the tools to get the job done.

Why is it that many people who win the lottery often struggle. Why do they end up having spent their money within a few years?  The gambling industry sells winning as the dream; it does not provide a vision for what comes beyond that.  Many people who win do not have a clear idea of what they want to do with the money. They might take a nice holiday and pay off the mortgage but that is not a grand vision. Anyway, these things can be done without playing the lottery or the roulette wheel.

People who make (and keep) large amounts of money use it productively. Resources that continue to grow are usually driven by a vision beyond that of just making cash.  Bill Gates, the richest man in the world for most of the last decade, was not motivated primarily by money.  When he started Microsoft with Paul Allen they had a vision of a computer in every home. This dream, of how computing could transform the world, drove Microsoft. It became the most successful software business in the world and made Bill Gates a multi-billionaire.

Money, Manpower and Materiel

So we start with the dream and then work out what we need to make it a reality.  When we need to make something happen it generally comes down to the three ‘M’s:

• Money
• Manning
• Materiel

Cash, workers and equipment are all important but it is usually the first element, the money, which drives others; so this is the primary consideration here (we will look at the people issue more under the ‘Who’ question).

Estimating the cost

When we have our dream or our goal, we can start to put a cost against it.  If it is hard to assess the cost for a whole goal we can break it down, as we have done previously, and cost each constituent task or step.

Remember to put a cost against the time you invest in achieving the goal.  When doing something yourself you can feel you are getting it done for free but that is not actually true.  Our time is worth something, even if it is just the opportunity-cost of not being able to do something else while we are engaged with a task we have decided upon.

Often it will turn out cheaper to pay someone else to do a task that can be delegated as this leaves you just the things that no-one else can do and you will achieve your goal all the sooner.  We will look at delegation some more under the ‘Who’, but having broken down tasks and now putting costs to them will help you make decisions on the team you might need.

Alternative funding

Once you have estimated a cost for each individual task you will get an idea of the budget for the whole project.  Once this has been done you can start to think creatively about how to reduce the costs. Or you can seek further resources in more inventive ways (and no I am not talking about stealing here!).

For example, instead of paying for a qualified professional, could you get someone to do the work voluntarily? Perhaps you could offer them experience as an intern? If someone is still in training or education they may value the experience more than pay.  Alternatively, think about what service or product you might be able to offer someone in return. Bartering is as old as trade itself but sometimes people forget it. I have used this sort of transaction in building my business. For example I have coached people in return for help with my website.

I used this method when I employed someone to develop my website. They worked on the website in return provided some coaching to help them further their career. It was an easy win for both of us, and no cash changed hands.

Fuel the dream

Considering the resources we need and how we are going to get them is an important aspect of how we make our dreams real.  An idea becomes a lot more tangible as we think about and assess the tools and materials we need for the job. It can take some time, and may not be as liberating as some of the big picture thinking, but it is important so stick with it!

“First, have a definite, clear practical ideal; a goal, an objective. Second, have the necessary means to achieve your ends; wisdom, money, materials, and methods. Third, adjust all your means to that end.” Aristotle

We do not always think in terms of risk but there is risk in every decision we make. The risk is always balanced against the opportunity to some degree or another. Risk assessment, risk management and risk strategies are processes we can add to our decision-making process. We need some way to consider and manage risk. This is because our decisions and planning are continually influenced by our attitude to risk.

“Great deeds are usually wrought at great risks.”  Herodotus

High anxiety

One summer I was mountaineering in the French Alps with a group of friends.  We had just spent a few days bagging some routes when someone had the idea of tackling a nearby climb. It was not one we originally planned to do as it was a higher grade than we were generally comfortable with.

That season there had been very little snow and the ridges were more exposed and icy than usual. So, as this route was following a ridge, I argued that it would be in bad condition. It was likely to be even harder than the guidebook suggested.  The weather was also set to change for the worse, so as far as I could see, the risks outweighed the opportunity.

I thought my logic was sound but the person who had proposed the climb was very persuasive. He managed to get the other two members of the group to agree with him. They wanted to give the climb a go.  It was three against one, and I knew they needed four people to attempt the route. Therefore the pressure was on for me to accept the majority decision. But I genuinely believed it was not a safe option. It was a tough conversation. I then made myself very unpopular when I refused to do the climb. It was a stand-off. They needed a fourth climber and therefore all we could do as a group was head back down the valley.

A good call

Fortunately for them, the other three found another willing climber. I meanwhile, by now feeling somewhat sheepish, decided to go trekking for a couple of days. As I was on my own I decided to stay below the snow line and try and avoid the bad weather.

I spent most of the next few days feeling guilty about being stubborn but when I returned I found that my decision had been justified.  The weather had deteriorated and the route proved to be in poor condition, as I had predicted.  After a few hours of struggling in dangerous conditions, my old climbing partners were forced to make an emergency descent. The deteriorating weather meant they also had to make a hasty retreat back down the valley.

It turned out that they were the lucky ones; that weekend ten people lost their lives in the Mont Blanc area as high winds whipped people off icy ridges.

Risk affects our decision making

Life is full of decisions and intuitively we are assessing risks all the time, even if they are not as obvious as the ones in the previous example.  As we pursue our dreams we will be frequently faced with various options of ways to achieve our aims.  In order to navigate our course, we have to assess the factors, consider the risks, and make decisions as to the best way to go.  Sometimes to help answer the question ‘which way should I go?’ it is prudent to consider ‘which way shouldn’t I go?’ and this particular question is all about risk.

If a venture is suddenly deemed too risky, it is the surest thing that will stop us from acting; no matter how attractive the option first seemed. Therefore, risks need to be identified, assessed, mitigated and managed, so that we are in the best possible place to make our decisions.

Capacity for risk varies between people and situations so it is important to remember that this is an ongoing process of identification and management.  At the same time, we don’t want to become defensive, timid or risk-averse. Achieving bold visions means taking risks; we just need to make sure we have counted the cost before we commit ourselves.

When to consider risk

In The Right Questions Framework, we consider risk when we look at options. This comes under the ‘Which? question.

You don’t want to start a venture by looking at risk. If you do, the problems could easily become paralysed before you even start.  But, if you plan without considering the risk, you could quickly become disillusioned or make a serious mistake that could be hard to recover from.  Therefore it is at the point when one has a clear idea of what we need to achieve, and are considering different options to achieve that goal, that we look at risks.

“Take calculated risks.  That is quite different from being rash.”  General George S Patton

How to manage risk

Unnecessary risks can be avoided by careful planning and this process is part of your risk management process.  Your approach to risk – which risks you tolerate and those you treat – becomes your risk management strategy.

This exercise is a helpful aid to decision-making, but remember, that one should never make a decision out of fear.  Some risks will be big – you just need to know whether that danger is acceptable to achieve your aim.  Effective risk management helps us to achieve our mission, but with the risks considered and reduced as much as possible, not at the exclusion of risk entirely.  Remember, it is more important to do the right thing than the safe thing.

As you go into the process of identifying and evaluating the risks I recommend, that if you are part of a larger team, that you go through the following exercise first as an individual and then as a collective. This avoids group-think and other related biases.

Once you all have some ideas you are likely to find that as a team you will have a healthy (frequently robust) discussion about how to categorise risks. This is due to people’s different viewpoints; do not worry, this is a productive process. Diversity of thought will help you all evaluate risks more effectively and help you learn more about how the team thinks and operates. This inclusive process will also allow people to express any fears, find solutions and commit to the final plan.

Risk Management Process

Here is a simple risk process. If you follow this exercise you will be able to identify the key risks you face and create a basic risk management strategy:

• Play devil’s advocate for a moment: give yourself 5 minutes to try and think of as many things as you can that could put a stop to your venture and list all these threats.
• On a scale of 1 to 5 give each risk a score of how probable it is to occur (5 being the most likely).
• Now do something similar, scoring 1 to 5 for the severity of the impact of each of the risks.  In this case, a ‘1’ might be a minor inconvenience whereas a ‘5’ would be a show-stopper.
• For each risk multiply the probability score and the impact score so you get a score of 1-25 for each risk.  You can now rank all the risks in a table.
• Start at the top with the biggest risks and think about how you can avoid, prevent, limit the damage or otherwise manage the risk.  This is called mitigation.  Write down the plan for each risk and after the mitigation measures have been applied score the risk again for likelihood and impact to see how it has improved and whether it is acceptable to you (and/or your team).
• Now consider whether the opportunities outweigh the risks for the course of action you have chosen. If you are unsure, you can go back and look at the risks in more detail for another course of action that you generated previously.
• Once you have identified the most important risks make someone responsible for the management of each risk. They do not carry all the risk (or blame if it goes wrong) but they do have responsibility for tracking the risk on behalf of the team.

Record and review your risks

There are lots of ways you can record the information you get from this process. Most businesses have spreadsheets to capture the key operational or project risks. Find what works for you but my advice is to keep it simple. If the document is too big and complicated people won’t read it.

The other thing is to keep it up to date. Make sure you review the risks on a regular basis. The situation changes; new risks emerge, other risks fade. Make sure you are tracking them.

But don’t get obsessed or paralysed by risk. After all, who dares wins!

Colonel John Boyd, a strategist with the USAF was a fighter pilot who studied decision-making in dogfights. He actually worked at the ‘Top Gun’ school of Tom Cruise fame. He proposed that as a situation evolves we have to observe the changes and orient ourselves to new information. We can then decide on the best course and take action. In other words, decisions are made in a recurring loop of:

• Observe,
• Orient,
• Decide and
• Act.

This is the OODA loop.

Sometimes this process is relatively slow and objective and we can pause to consider what we do. At other times the information and situation may be changing so fast that things become subjective. Then we have to work on instinct. This relates to the System 1 (fast) and System 2 (slow) thinking popularised by Daniel Kahneman.

Because the cycle takes place, no matter how fast the situation is unfolding, the specifics of how we orientate ourselves is of key importance.  As Boyd notes:

“The second O, orientation – as the repository of our genetic heritage, cultural tradition, and previous experiences – is the most important part of the O-O-D-A loop since it shapes the way we observe, the way we decide, the way we act.”

It stands to reason that as we try and orientate ourselves it is useful to have others providing input. This is because external insight broadens the scope of the ‘repository’ of genetics, culture and experience. So, if time allows, get more quality data from others. When there is no time it is the depth of experience of the person making the decision that really counts. This allows for good intuitive decision-making (see Blink by Malcolm Gladwell).

How to apply the OODA loop

Boyd developed his ideas in a military context. His aim was to help speed up the decision cycle of USAF pilots so that they could get inside the enemy’s decision cycle.  To win a dogfight a pilot needs to make better and faster decisions than the adversary. Also, maintaining the initiative creates opportunities that can be further exploited.  The same thinking is applied to business and outsmarting the competition in the marketplace.

At first, this may not seem to have a direct application to our situation. But, in our case, the enemy is often ourselves. Equally, it could be our situation or any other challenge we face. We often do not make time to assess a situation and therefore we can fail to orientate ourselves properly. It follows that we then become reactive rather than proactive in response to our circumstances.

A foundation for decision-making

The great thing about this model is how simple it is. Boyd identified the bare essential elements of decision-making. Therefore, the OODA loop is really useful in helping us understand other decision-making tools and frameworks.

‘The Right Questions’ framework is designed in the same way. It follows the same simple cycle but expands the process so that it can be easily used for strategic planning as well as quick decision making.

When we set ourselves a goal, we want to stick to it. Equally, as a leader or manager, you have to effectively delegate tasks in order for your team to perform well and to achieve your aim.

But this is simpler in theory than in practice. Often a leader’s’ experience is that – even when you think you have delegated something effectively – you still encounter problems. People may keep coming back and bugging you with questions, or alternatively the task is not done on time, or the job is not completed to the right standard.

To help avoid these issues we can use the acronym ‘SMART’ when delegating work. SMART stands for:

• Specific,
• Measurable,
• Attainable,
• Relevant and
• Time-bound.

This method is accredited to George T. Doran (who first described a version of the acronym in the November 1981 edition of Management Review) and since then the method has evolved to encompass various adaptations of the acronym including having an E (for evaluate) and an extra R (for re-evaluate) to create ‘SMARTER’ goals.

Let’s look at each one in more detail.

What a SMART or SMARTER task actually means

S – Specific

When you give someone a goal it needs to be specific. It needs to be clearly defined and unambiguous. Whether it is a large mission or a smaller task you need to express what success looks like.

Specific is the most useful word here but you could also substitute ‘significant’ or ‘stretching’ in here if you want to make a task more aspirational (such as a ‘BHAG’ – Big Hairy Audacious Goal – promoted by Jim Collins in Good to Great) or use it as a reminder to keep things ‘simple’ or ‘sustainable’.

M – Measurable

Next, the task needs to be measureable. In other words, it needs to be possible to track the progress of completion of the goal. If the task is a big one you might need to break it down into separate activities and set milestones to help monitor progress.

Having specified the goal and broken it down to measure it you have the fundamentals of a plan.

A – Attainable

It is good for goals to stretch us but the ‘A’ here makes us ensure that the task is attainable. We can be bold but the task needs to be achievable. A task can stretch a person or a team (this is healthy) but if you are asking the impossible of someone, it will quickly become de-motivational. As a leader, you set goals to help people grow, not to set them up for failure.

Therefore by asking this question we also consider whether the person in question is properly equipped and supported to achieve the task. If it is our goal then we need to reflect upon our readiness. As a manager, we should be checking that whoever we delegate to has the right training and resources to complete their work.

R – Relevant

The task needs to be relevant to the vision of the team or organisation. Ask yourself, does this piece of work take you a step closer to achieving your overall mission? It is in line with your values? If not you may need to redefine the task.

The work also needs to be relevant to the person you are delegating to. Are they the best person for the job? Is it part of their role and job description? Do they have the relevant skills and experience? Will they be developed by this task?

T – Time Dependent

Having to create a timeline makes you properly assess how long a piece of work should take. Considering time also makes you evaluate your priorities and any dependencies that one task may have upon another.

Deadlines also help to keep people accountable for finishing and stop a piece of work dragging on endlessly. The time element, as with everything else, should be set in agreement with the person you are delegating to so that you all ‘contract in’ to the parameters for the work.

E – Evaluate

Adding in the ‘E’ of ‘Evaluate’ is useful as it brings in the discipline of reviewing how well work has been done. It gives the opportunity for feedback; praise, constructive criticism and learning on behalf of the manager and worker.

For a larger goal you might want to consider these evaluation steps and plan them in along with your overall deadline. Make evaluation time dependent too.

R – Re-evaluate

Decision making and learning happen in a cycle. We recognise this by adding the re-evaluation step here. Re-evaluation is a continuation of the learning from the ‘Evaluate’ phase. Once you have identified lessons at the evaluation phase these should be incorporated in the next stage of the activity. This gives the opportunity to learn and improve as the task progresses.

For example, the first time around the deadline might not have been achieved or the person may have needed more support to achieve the goal. Once the task has been re-set and re-started then the results can be re-evaluated to identify improvement.

Set SMART goals and SMARTER tasks

Setting SMART goals helps us ensure that goals are actually achieved. It helps take the goal from an idea to a plan that we have committed to.

Equally the SMARTER approach provides a useful checklist and process by which both a manager and employee can agree upon the parameters for a task and be accountable for its outcome. Setting SMARTER tasks helps to build in the reviewing and learning from goals that if often forgotten or neglected.

So what is your next goal or task? Apply the SMART or model and make sure it happens!