Communicating with FINESSE

I recently sat down with Ray Moore and chatted about my new book, Facilitating with FINESSE: How to Lead Others to Successful Business Solutions. The book is scheduled for release on May 31, 2023.

Ray: What is your new book about?

JD: It is a practitioner’s guide for 10 common applications that technically trained professionals are frequently asked to facilitate. The range of applications covers quality and reliability techniques such as block diagrams and tree diagrams through master plans and strategic plans.

Opinion-based data is the foundation of qualitative assessments. Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of design, analysis, and administration. This article provides three examples of poor qualitative analysis to avoid and, in turn, improve the effectiveness of your work.

Qualitative Assessment Scales

Likert scales are five-point ordinal scales where participants select a label (or numerical value) that equates to an opinion or attitude. Labels are paired (i.e., agree-disagree, strongly agree-strongly disagree) symmetrically around a neutral center. Today, we see 5-, 7-, and 9-point versions of Likert scales in everything from customer surveys to risk assessments.

Opinion-based data is the foundation of qualitative assessments. Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of design, analysis, and administration. The article provides best practices for improving administering and facilitating qualitative assessments.

A Long History with Many Forms

The modern basis of opinion-based data’s scientific use can be traced from the western hemisphere to the late 1800s. Educators and psychologists were seeking to quantify their clinical observations of human behavior. A similar movement was underway in the fields of natural science and statistics.

Opinion-based data is the foundation of qualitative assessments. Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of best practices associated with design, analysis, and administration.

The article provides best practices for improving qualitative assessment analysis. Facilitators develop and use qualitative assessments in the execution of their work. Facilitators should be aware of qualitative assessment analysis as they seek to bring a group of participants to solutions that are created, understood, and accepted by all.

Opinion-based data is the foundation of qualitative assessments. Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of design, analysis, and administration.

The article provides tips for improving qualitative assessment design. Facilitators develop and use qualitative assessments in the execution of their work. Facilitators should be aware of qualitative assessment design as they seek to bring a group of participants to solutions that are created, understood, and accepted by all. [Read more…]

A facilitator leads a group of participants to solutions that are created, understood, and accepted by all. Effective facilitation cannot be achieved without the role of people and social sciences. Understanding Likert scales as a viable technique is necessary to improve qualitative assessments, including risk assessments, condition assessments, and prioritization.

Likert scales were originally developed by Rensis Likert, who was concerned with measuring psychological attitudes and wished to do this in a “scientific” way. Specifically, he sought a method to produce attitude measures that could reasonably be interpreted as measurements on a proper metric scale, such as a thermometer.

There was a lot to unpack from the 45-minute information session. After all, three different governmental units evaluated the issue for over three years. We had not had a debriefing on the issue in a year. And the issue was an emerging one, ripe with complexity and uncertainty. Effective communication can be difficult in these types of information sessions.

[Read more…]

There are a lot of keen insights in the 2022 FINESSE guest articles for improving communication skills. Looking back on this bold collection reminds me that much good work, and systems thinking, is still needed for as we move into the future.

Effective Communication is a System

Is there a single theme that we can gain from the 2022 guest articles that makes it easier to communicate information related to work-related decisions with complexity and uncertainty? Is there one thing we can do to be an effective trusted advisor? The answer to both is “not really.” [Read more…]

Sometimes it is easier to start with what not to do. That is often the case for technically trained professionals who are often not the best natural communicators. Americans with Disabilities Act (ADA) and international standards for the visually and hearing impaired provide good guardrails.

The Basics

These are five basics that should be considered as a minimum standard.

Reliability and systems engineers are in it for the long game. Their work feeds big decisions that take months or years to evaluate and must pass through many levels of management. Big decisions are filled with complexity (many interrelated parts) and uncertainty (unknown beyond doubt or not clearly defined). This article provides several key observations about uncertainty and five tips on how to drive out uncertainty with FINESSE.

Knowledge (and the degree of its validation)

Uncertainty refers to situations involving imperfect or unknown information. It applies to predictions of future events, to physical measurements that are already made, or to the unknown. Uncertainty arises in partially observable environments and is due to ignorance, indolence, or both (Norvig and Thrun).

Technical professionals drive toward collecting more data – more knowledge – but is that really what decision-makers care about?

The utility had an excellent opportunity to implement a green initiative. Energy could be created from excess digester gas at the wastewater treatment plant. There seemed to be a full range of feasible options after an engineering analysis.

“We can convert the gas and use it to either heat the building or reuse it to make the wastewater treatment process more efficient,” explained the chief engineer. “it is a 10- to 15-year payback, but the regulators love it so it is easy to get approved. It will buy us some goodwill too.”

“Can we reduce the payback if we sell the energy to the electric grid?” asked the chief financial officer.

It is easy to get caught in this trap. After months of working on an issue, you are asked to provide an informational update to a group of senior decision makers. You understand that no decision will come from your presentation. And there is not much on the agenda, so you are free to make as much as 30 minutes to provide your update.

Your presentation can be a little less formal and use the entire time, right? Wrong.