How storytelling can help us tackle (and solve) complex problemsSoCal Kanban/Lean Software meetupJuly 12, 2011VenkateshRao
Complex Problems are Mysteries7/12/2011Venkatesh G. Rao2“Eh bien. …je me pose des questions,…You too, doubtless?”Lord Edgeware Dies, Agatha Christie
Hastings7/12/2011Venkatesh G. Rao3“Certainly…Who killed Lord Edgeware?”
Poirot7/12/2011Venkatesh G. Rao4“No no. Not at all. Is it a question, that?”…Why did Lord Edgeware change his mind about the divorce?What happened to the letter?
Hastings vs. PoirotFormulaic questionsObvious logical closureProblem and formulaSolution seekingMeans-ends reasoningPlanningCalculative rationalityJominiSituation-specific questionsNon-obvious narrative closureMystery and clueResolution seekingInsight-seekingStorytellingNarrative rationalityClausewitz and Sun Tzu7/12/2011Venkatesh G. Rao5
On Planning and Plans“The process of planning is very valuable, for forcing you to think hard about what you are doing, but the actual plan that results from it is probably useless.” – Marc Andreessen“Plans are nothing, planning is everything” – Dwight Eisenhower7/12/2011Venkatesh G. Rao6
Who Read Napoleon Right?7/12/2011Venkatesh G. Rao7Carl von Clausewitz(1780-1831)More like Andreessen, Eisenhower
Better known todayAntoine-Henri Jomini(1779-1869)More like mainstream MBA thinking
Less-known, more actual influenceThe Journey Metaphor“Jominitells you to first establish your base of operations, then determine an “objective point,” and then choose lines of operations from the base to that point to move your army along. That makes three basic steps: first you figure out where are (Point A), then you decide where you want to be (Point B), and then you make a plan to get from Point A to Point B.”-- William Duggan, Strategic Intuition7/12/2011Venkatesh G. Rao8
Or…7/12/2011Venkatesh G. Rao9
Works sometimes7/12/2011Venkatesh G. Rao10Known map, pre-defined objective: compute the fastest or cheapest path
…but groping creates…7/12/2011Venkatesh G. Rao11“Simultaneous Localization and Mapping” (SLAM) – sketch of typical situation
...exploration-exploitation tradeoffs7/12/2011Venkatesh G. Rao12Unknown/partially known map, unclear objective:exploration-exploitation tradeoff
Three Trade-off StrategiesGrand Vision: Build the whole map just for one journeyTunnel Vision: Never backtrack, hope to get luckyCheap Trick: Build enough of a map to find some high-leverage opportunityAside: Central idea in lean startup “pivot” concept7/12/2011Venkatesh G. Rao13
Grand vision: ambitious, brute forceCheap trick: high-leverage insight1+2+3+4+…+17=?7/12/2011Venkatesh G. Rao14Hey, notice something?   1+2+3+…+16+17=17+16+15…+2+1
Cheap Trick = coup d'oeilClausewitz, “strike of the eye,”Mathematical Aha!Significant clue in mysteryEnlightenment event at a Zen retreatElegant design insight, military attack insightWhat does it feel like?Resolves a building tension Complexity and chaos dissolvesDeep emotional relief when you get the insightUnleashes creative energySound familiar?7/12/2011Venkatesh G. Rao15
Joseph Campbell (1949)7/12/2011Venkatesh G. Rao16“Tchh, tchh…Joseph my friend, everything should be made as simple as possible  but no simpler!”
Gustav Freytag (1863)7/12/2011Venkatesh G. Rao17ClimaxFreytag TriangleRising ActionFalling ActionResolutionExposition“Tchh, tchh…Gustav my friend, everything should be made as simple as possible but no simpler!”
Double Freytag! (Rao, 2011)7/12/2011Venkatesh G. Rao18Separation EventCheap TrickIncreasing EntropyHeavy LiftRetrospectiveSense-MakingExplorationValleyLiminal PassageEvolved doctrine“Moral of the story”Liminal Passage
The Matrix7/12/2011Venkatesh G. Rao19Neo ResurrectionRed-Pill/Blue-PillIncreasing DissonanceNeo Win, EMP BurstNeo vs. Smith BattleTraining MontageNeo in Real WorldNeo Flies into SkyInside the MatrixNeo-and-boss scene“Neo isThe ONE!”Boss to Neo: “You think that you are somehow special and that the rules do not apply to you.”
Typical Software Product7/12/2011Venkatesh G. Rao20LAUNCH!Design Aha!Increasing DissonancePay off tech debtLaunch Heavy-LiftWaterfall BacklogThrowaway prototypeBugs level offFeature freezeClassic Scrum PhaseLearned hacks to lean/agile, like marginnotes in Half-Blood PrinceProject Kick-Off“We really have to get in on this gamified social commerce mobile check-in trend!”
Marketing Narrative7/12/2011Venkatesh G. Rao21Product/Market FitPositioning Aha!Increasing DissonanceClarify, focus positionPR Double DownDevelop Brand NarrativeMessaging TrialsMaintenanceAdvertisingEstablish category voiceBrand doctrineProject Kick-OffAside: NOT the same as the Blank/Ries model; that is more sales-driven
Tempo in the Double Freytag7/12/2011Venkatesh G. Rao22CrescendoCrescendoIncreasing AnxietyDecrescendo,Joy+sorrowAll-nightersReliefVolatile, dissipativeStillnessSteady, slowing momentumStillness
Tempo Shift Example: PMF“You can always feel when product/market fit isn't happening. The customers aren't quite getting value out of the product, word of mouth isn't spreading, usage isn't growing that fast, press reviews are kind of "blah", the sales cycle takes too long, and lots of deals never close.And you can always feel product/market fit when it's happening. The customers are buying the product just as fast as you can make it -- or usage is growing just as fast as you can add more servers. Money from customers is piling up in your company checking account.” Marc Andreessen in The Only Thing That Matters7/12/2011Venkatesh G. Rao23
Let’s Try ItPick a finished project in your past…A phase with a consistent TEMPO is an epochTempo: rhythms, emotions, energyA SHIFT in tempo: an epoch boundaryLet’s map them!7/12/2011Venkatesh G. Rao24
What about character?So much for plot7/12/2011Venkatesh G. Rao25
Hastings vs. PoirotEnergeticReactiveImpulsiveBuys others’ storiesSocial “old boy” moralityJumps to conclusions but……is also indecisiveReflectiveDeliberativeSense of timingMakes up own storiesAbsolute moralityDefers judgment but……moves decisively7/12/2011Venkatesh G. Rao26
Hastings is a ToadDOCTRINE: Next Shiny New Thing (NSNT)Motto: I have to have that!Momentum axiom: what are we waiting for?Characteristic emotion: excitement alternating with boredomCharacteristic energy pattern: impulsive spikesCharacteristic rhythm: excited alternating with lethargicCharacteristic belief: variety is the spice of lifeArchetype: Toad in The Wind in the Willows, who gets all the other characters into one adventure after another7/12/2011Venkatesh G. Rao27
Archetypes and DoctrinesAn archetype is the “imprint of a pattern of human behavior” (Jennifer von Bergen, Archetypes for Authors)A doctrine is a set of beliefs about TEMPO managementArchetype+doctrine+narrative context=enactment style7/12/2011Venkatesh G. Rao28
Hastings as Hero7/12/2011Venkatesh G. Rao29Heroic struggle and failureJump to conclusionIncreasing entropyRationalizationBrute force effortGrand VisionRun around like crazyDenialWild Goose ChaseRestlessReinforced deluded beliefs
Poirot as Hero7/12/2011Venkatesh G. Rao30Final testRight QuestionsIncreasing entropyMurderer validatesPush for resolutionHypotheses“Arranging facts”CalmTests, Red herrings, Loose endsCalmImproved detection doctrine
Let’s Try It!List the dramatis personae in some completed collaborative projectFor EACH character, pick a favorite FICTIONAL character that he/she reminds you of the mostFor EACH, write down a motto that you think describes their doctrine7/12/2011Venkatesh G. Rao31
ChallengesFrom use cases to archetype-driven designFrom gamified products to storified productsLearn from screenwriters and script doctorsFrom Waterfall/Agile dichotomy to synthesisusing narrative arcs7/12/2011Venkatesh G. Rao32

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SoCAL Lean Meetup Talk

  • 1. How storytelling can help us tackle (and solve) complex problemsSoCal Kanban/Lean Software meetupJuly 12, 2011VenkateshRao
  • 2. Complex Problems are Mysteries7/12/2011Venkatesh G. Rao2“Eh bien. …je me pose des questions,…You too, doubtless?”Lord Edgeware Dies, Agatha Christie
  • 4. Poirot7/12/2011Venkatesh G. Rao4“No no. Not at all. Is it a question, that?”…Why did Lord Edgeware change his mind about the divorce?What happened to the letter?
  • 5. Hastings vs. PoirotFormulaic questionsObvious logical closureProblem and formulaSolution seekingMeans-ends reasoningPlanningCalculative rationalityJominiSituation-specific questionsNon-obvious narrative closureMystery and clueResolution seekingInsight-seekingStorytellingNarrative rationalityClausewitz and Sun Tzu7/12/2011Venkatesh G. Rao5
  • 6. On Planning and Plans“The process of planning is very valuable, for forcing you to think hard about what you are doing, but the actual plan that results from it is probably useless.” – Marc Andreessen“Plans are nothing, planning is everything” – Dwight Eisenhower7/12/2011Venkatesh G. Rao6
  • 7. Who Read Napoleon Right?7/12/2011Venkatesh G. Rao7Carl von Clausewitz(1780-1831)More like Andreessen, Eisenhower
  • 8. Better known todayAntoine-Henri Jomini(1779-1869)More like mainstream MBA thinking
  • 9. Less-known, more actual influenceThe Journey Metaphor“Jominitells you to first establish your base of operations, then determine an “objective point,” and then choose lines of operations from the base to that point to move your army along. That makes three basic steps: first you figure out where are (Point A), then you decide where you want to be (Point B), and then you make a plan to get from Point A to Point B.”-- William Duggan, Strategic Intuition7/12/2011Venkatesh G. Rao8
  • 11. Works sometimes7/12/2011Venkatesh G. Rao10Known map, pre-defined objective: compute the fastest or cheapest path
  • 12. …but groping creates…7/12/2011Venkatesh G. Rao11“Simultaneous Localization and Mapping” (SLAM) – sketch of typical situation
  • 13. ...exploration-exploitation tradeoffs7/12/2011Venkatesh G. Rao12Unknown/partially known map, unclear objective:exploration-exploitation tradeoff
  • 14. Three Trade-off StrategiesGrand Vision: Build the whole map just for one journeyTunnel Vision: Never backtrack, hope to get luckyCheap Trick: Build enough of a map to find some high-leverage opportunityAside: Central idea in lean startup “pivot” concept7/12/2011Venkatesh G. Rao13
  • 15. Grand vision: ambitious, brute forceCheap trick: high-leverage insight1+2+3+4+…+17=?7/12/2011Venkatesh G. Rao14Hey, notice something? 1+2+3+…+16+17=17+16+15…+2+1
  • 16. Cheap Trick = coup d'oeilClausewitz, “strike of the eye,”Mathematical Aha!Significant clue in mysteryEnlightenment event at a Zen retreatElegant design insight, military attack insightWhat does it feel like?Resolves a building tension Complexity and chaos dissolvesDeep emotional relief when you get the insightUnleashes creative energySound familiar?7/12/2011Venkatesh G. Rao15
  • 17. Joseph Campbell (1949)7/12/2011Venkatesh G. Rao16“Tchh, tchh…Joseph my friend, everything should be made as simple as possible but no simpler!”
  • 18. Gustav Freytag (1863)7/12/2011Venkatesh G. Rao17ClimaxFreytag TriangleRising ActionFalling ActionResolutionExposition“Tchh, tchh…Gustav my friend, everything should be made as simple as possible but no simpler!”
  • 19. Double Freytag! (Rao, 2011)7/12/2011Venkatesh G. Rao18Separation EventCheap TrickIncreasing EntropyHeavy LiftRetrospectiveSense-MakingExplorationValleyLiminal PassageEvolved doctrine“Moral of the story”Liminal Passage
  • 20. The Matrix7/12/2011Venkatesh G. Rao19Neo ResurrectionRed-Pill/Blue-PillIncreasing DissonanceNeo Win, EMP BurstNeo vs. Smith BattleTraining MontageNeo in Real WorldNeo Flies into SkyInside the MatrixNeo-and-boss scene“Neo isThe ONE!”Boss to Neo: “You think that you are somehow special and that the rules do not apply to you.”
  • 21. Typical Software Product7/12/2011Venkatesh G. Rao20LAUNCH!Design Aha!Increasing DissonancePay off tech debtLaunch Heavy-LiftWaterfall BacklogThrowaway prototypeBugs level offFeature freezeClassic Scrum PhaseLearned hacks to lean/agile, like marginnotes in Half-Blood PrinceProject Kick-Off“We really have to get in on this gamified social commerce mobile check-in trend!”
  • 22. Marketing Narrative7/12/2011Venkatesh G. Rao21Product/Market FitPositioning Aha!Increasing DissonanceClarify, focus positionPR Double DownDevelop Brand NarrativeMessaging TrialsMaintenanceAdvertisingEstablish category voiceBrand doctrineProject Kick-OffAside: NOT the same as the Blank/Ries model; that is more sales-driven
  • 23. Tempo in the Double Freytag7/12/2011Venkatesh G. Rao22CrescendoCrescendoIncreasing AnxietyDecrescendo,Joy+sorrowAll-nightersReliefVolatile, dissipativeStillnessSteady, slowing momentumStillness
  • 24. Tempo Shift Example: PMF“You can always feel when product/market fit isn't happening. The customers aren't quite getting value out of the product, word of mouth isn't spreading, usage isn't growing that fast, press reviews are kind of "blah", the sales cycle takes too long, and lots of deals never close.And you can always feel product/market fit when it's happening. The customers are buying the product just as fast as you can make it -- or usage is growing just as fast as you can add more servers. Money from customers is piling up in your company checking account.” Marc Andreessen in The Only Thing That Matters7/12/2011Venkatesh G. Rao23
  • 25. Let’s Try ItPick a finished project in your past…A phase with a consistent TEMPO is an epochTempo: rhythms, emotions, energyA SHIFT in tempo: an epoch boundaryLet’s map them!7/12/2011Venkatesh G. Rao24
  • 26. What about character?So much for plot7/12/2011Venkatesh G. Rao25
  • 27. Hastings vs. PoirotEnergeticReactiveImpulsiveBuys others’ storiesSocial “old boy” moralityJumps to conclusions but……is also indecisiveReflectiveDeliberativeSense of timingMakes up own storiesAbsolute moralityDefers judgment but……moves decisively7/12/2011Venkatesh G. Rao26
  • 28. Hastings is a ToadDOCTRINE: Next Shiny New Thing (NSNT)Motto: I have to have that!Momentum axiom: what are we waiting for?Characteristic emotion: excitement alternating with boredomCharacteristic energy pattern: impulsive spikesCharacteristic rhythm: excited alternating with lethargicCharacteristic belief: variety is the spice of lifeArchetype: Toad in The Wind in the Willows, who gets all the other characters into one adventure after another7/12/2011Venkatesh G. Rao27
  • 29. Archetypes and DoctrinesAn archetype is the “imprint of a pattern of human behavior” (Jennifer von Bergen, Archetypes for Authors)A doctrine is a set of beliefs about TEMPO managementArchetype+doctrine+narrative context=enactment style7/12/2011Venkatesh G. Rao28
  • 30. Hastings as Hero7/12/2011Venkatesh G. Rao29Heroic struggle and failureJump to conclusionIncreasing entropyRationalizationBrute force effortGrand VisionRun around like crazyDenialWild Goose ChaseRestlessReinforced deluded beliefs
  • 31. Poirot as Hero7/12/2011Venkatesh G. Rao30Final testRight QuestionsIncreasing entropyMurderer validatesPush for resolutionHypotheses“Arranging facts”CalmTests, Red herrings, Loose endsCalmImproved detection doctrine
  • 32. Let’s Try It!List the dramatis personae in some completed collaborative projectFor EACH character, pick a favorite FICTIONAL character that he/she reminds you of the mostFor EACH, write down a motto that you think describes their doctrine7/12/2011Venkatesh G. Rao31
  • 33. ChallengesFrom use cases to archetype-driven designFrom gamified products to storified productsLearn from screenwriters and script doctorsFrom Waterfall/Agile dichotomy to synthesisusing narrative arcs7/12/2011Venkatesh G. Rao32
  • 34. The Bookhttp://tempobook.comMore on the stuff in this talk:Chapters 3 and 4 of book Sorry, no Kindle yet (due Fall)7/12/2011Venkatesh G. Rao33