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Diagnosing and Improving
Artefacts and Organisations
Associate Professor David Cropley
University of South Australia
Outline
1. Improving Product Creativity – CSDS
• xxxx
2. Improving Organisational Creativity – IPAI
• xxxx
xxx
Improving Product Creativity
Definitions
“Product”:
Artefact: screw-driver, ladder, mousetrap?
Process: A way of doing something; production
line, boarding an aircraft?
System: More complex combinations of
interacting elements: airliner, ship, car?
Service: financial service, e.g. loan product,
credit card?
Products & Creativity
Creativity is beneficial to products:
New designs, new markets, competitive
advantage.
How do we recognise it, and how do we
improve it?
If I asked you to improve a design to make
it more creative, what would you do?
And “How”? What does that mean?
Mousetrap Design?
Take a simple mousetrap as an example.
How would we improve its creativity?
Do we first need to measure it?
If so, how do we “measure” its creativity?
Look at the following example for a
moment.
Please rate its creativity according to
whatever definition you use for creativity.
Please rate the creativity of this mousetrap:
1 2 3 4 5
Not at all Somewhat Very much
Consensual Assessment
The technique we just used is the
Consensual Assessment Technique (CAT),
developed by Amabile.
It is quick and quite easy, statistically
reliable and valid.
It generally assumed that it requires domain
expertise.
That can be costly and difficult to obtain.
Product Creativity
Another issue, if we want to measure
creativity so that we can improve it, is that
the CAT doesn’t give us much information
to help us.
Let’s consider an example:
You want to know the weather tomorrow so
that you can decide what to wear.
I run a service that simply forecasts either HOT
or COLD.
How useful is that?
Product Creativity
What do HOT/COLD mean?
How HOT is HOT? 20C? 40C?
How COLD is COLD? 10C? -30C?
Limited usefulness – so should I wear a jacket,
or not?
So, a more differentiated definition of
creativity would be more useful?
It turns out that there is a good agreement in
the literature on what constitutes creativity.
Defining Creativity
Creativity can be defined in terms of:
Novelty – is the product original and
surprising?
Relevance and Effectiveness – does the
product do what it is supposed to do?
Elegance – is the product well-constructed and
complete? Does it look like a good solution to
the problem?
Genesis – does the product open up new
perspectives and ideas?
An Enhanced CAT
If we use the preceding definitions, we can
construct a more differentiated measure of
creativity.
This moves us towards a more useful
measure.
Now e.g., instead of just HOT/COLD, I
can forecast that the weather will be a
combination of temperature, humidity, wind
speed, cloud cover and precipitation.
That gives us more useful information.
Mousetrap Designs
Let’s now apply that enhanced CAT to a
selection of five mousetrap designs.
Using the form I give you, please rate each
mousetrap against the four criteria
(Relevance & Effectiveness; Novelty;
Elegance; Genesis).
Also rate their Overall Creativity.
“Bottle” Trap
“House” Trap
“Cage” Trap
“Hi-Tech” Trap
“Plastic” Trap
Improving Product Designs
We are now in a position to give more specific, and more useful, advice on improving the creativity of the products.
Instead of saying, e.g., “the creativity of the abcd trap is low, make it more creative”, we can now be more specific.
E.g. The abcd is quite effective, and will clearly trap mice successfully. It is also quite novel, in that it does not kill the mouse, but merely traps it…
Improving Product Designs
…this is a more humane approach.
However, the design is reasonably inelegant
– it is poorly made, looks unfinished and
somewhat fragile, and is not attractive to
potential buyers. It also doesn’t shed much
light on the bigger problem of getting rid of
unwanted mice, and follows the same old
paradigm of bait & trap.
Improving Product Designs
The enhanced CAT gives us a more
diagnostically useful measure of creativity.
There is still a case, however, that only
domain experts can properly rate the
creativity.
It also still leaves some questions
unanswered.
E.g. I don’t understand what to do to improve
the “elegance” or “genesis” of my design?
Creative Solution Diagnosis Scale
Let’s try to improve the measure further.
The literature suggests that we can break
each of the four criteria into more detail.
This gives us an opportunity to be much
more specific in our diagnosis and feedback
on a design.
Opens up possibility that we can create a
scale that doesn’t rely on domain expertise.
Let’s look at the mousetraps again and use
the CSDS to rate them.
“Bottle” Trap
“House” Trap
“Cage” Trap
“Hi-Tech” Trap
“Plastic” Trap
Research Findings
Data collected for the same designs suggests
that the CSDS is reliable, and that the 30
items of the scale do indeed measure the
concepts that we intend.
We are also comparing results obtained from
three groups:
Non-experts (Arts students)
Quasi-experts (First-Year Engineering Students)
Experts (Professional Engineers)
Let’s look at a summary of the data.
“Bottle” Trap - CAT
Non-Experts, n=791
Overall Creativity = 2.83 (SD 1.25)
Quasi-Experts, n=31
Overall Creativity = 3.19 (SD 0.83)
Experts, n=15
Overall Creativity = 3.80 (SD 0.86)
Non-Expert CAT Sub-Scores (n=588)
R&E = 2.18 (1.06)
N (P) = 2.71 (1.16)
N (EK) = 2.63 (1.08)
N (NN) = 2.72 (1.11)
E (E) = 2.28 (1.19)
E (I) = 2.32 (1.09)
G = 2.46 (1.05)
“House” Trap - CAT
Non-Experts, n=791
Overall Creativity = 3.53 (SD 1.08)
Quasi-Experts, n=31
Overall Creativity = 3.68 (SD 0.75)
Experts, n=15
Overall Creativity = 3.13 (SD 0.83)
Non-Expert CAT Sub-Scores (n=588)
R&E = 3.41 (1.04)
N (P) = 3.14 (1.00)
N (EK) = 3.23 (1.01)
N (NN) = 3.11 (1.06)
E (E) = 3.49 (1.09)
E (I) = 3.43 (1.08)
G = 3.20 (1.05)
“Cage” Trap
Non-Experts, n=791
Overall Creativity = 2.78 (SD 1.14)
Quasi-Experts, n=31
Overall Creativity = 2.71 (SD 0.74)
Experts, n=15
Overall Creativity = 2.27 (SD 0.80)
Non-Expert CAT Sub-Scores (n=588)
R&E = 3.59 (1.03)
N (P) = 3.17 (1.02)
N (EK) = 3.16 (1.02)
N (NN) = 2.81 (1.06)
E (E) = 2.42 (1.21)
E (I) = 2.85 (1.17)
G = 2.81 (1.07)
“Hi-Tech” Trap
Non-Experts, n=791
Overall Creativity = 3.85 (SD 1.17)
Quasi-Experts, n=31
Overall Creativity = 4.03 (SD 0.71)
Experts, n=15
Overall Creativity = 3.20 (SD 1.15)
Non-Expert CAT Sub-Scores (n=588)
R&E = 3.27 (1.13)
N (P) = 3.19 (1.04)
N (EK) = 3.35 (1.04)
N (NN) = 3.43 (1.07)
E (E) = 2.78 (1.26)
E (I) = 3.00 (1.15)
G = 3.31 (1.09)
“Plastic” Trap
Non-Experts, n=791
Overall Creativity = 3.19 (SD 1.18)
Quasi-Experts, n=31
Overall Creativity = 2.94 (SD 1.15)
Experts, n=15
Overall Creativity = 2.73 (SD 0.70)
Non-Expert CAT Sub-Scores (n=588)
R&E = 3.35 (1.16)
N (P) = 3.08 (1.12)
N (EK) = 3.09 (1.06)
N (NN) = 3.01 (1.06)
E (E) = 2.99 (1.23)
E (I) = 3.11 (1.16)
G = 3.01 (1.08)
Non-Experts (Most Creative – Least Creative)
Quasi-Experts (Most Creative – Least Creative)
Experts (Most Creative – Least Creative)
CSDS Value?
So what? – what value does the CSDS add?
Research results: reliable, non-experts, no
training?
How can we use it?
Idea Evaluation after idea generation?
Engineering – trade studies?
Applying the CSDS
Teachers – student assignments?
E.g. Improve the creativity of a story or a
poem?
CSDS criteria? Meaning?
City Authorities – control graffiti?
Airport Security – stop terrorist getting a
weapon on a plane:
Metal detectors (Now)
XXXX (Future)?
Using the CSDS, how would you rate this design?
How would you improve its creativity?
Improving Organisational Creativity
Creativity gives us ideas.
Innovation exploits those ideas.
Innovation is typically carried out by
organisations, e.g. Businesses.
It’s also the concern of any organisation that
is trying to satisfy needs or solve problems
through the development and exploitation of
ideas.
Improving Organisational Creativity
Like improving product creativity,
improving organisational creativity starts
with understanding the processes.
It is aided by our ability to measure things.
"If you can not measure it, you can not
improve it.“ (Lord Kelvin).
I’d like to explore this broader case of
innovation with you, and look at how we
might measure it to improve it.
Case Study - Winglets
41
Winglets
The idea of devices to control drag-inducing
vortices at aircraft wingtips has a long
history.
1897 – Frederick Lanchester – wing end-
plates.
1905 – Wright Bros. – blinkers.
1952 – Sighard Hoerner – drooped wingtips.
1979 – Richard Whitcomb – NASA – led
directly to testing on commercial aircraft.
42
Winglets
An Idea: interesting, and potentially useful, ideas
are generated all the time. Smart people notice
things, pursue hunches, tinker and experiment.
Vortex control on aircraft wing-tips?
An Opportunity (Need): when these ideas meet
an opportunity or a need, we start to get a critical
mass. The 1973 Oil Crisis – how can airlines
reduce costs?
Idea Evaluation – When idea meets need, we start
doing the sums.
We can reduce drag and increase fuel efficiency by 3-
4%!
43
Winglets
When oil cost <US$15 per barrel (in 2008
dollars), nobody cared (e.g. in 1972).
When oil cost >US$70 per barrel (2008 $),
everybody cared very much (late 70’s)!
In 2009 Qantas Group spent A$3.6 billion
on fuel.
A 4% saving on that bill is >$A140 million!
44
Winglets
Development – however, the good idea,
even with the driving need, didn’t simply
appear on aircraft – it had to be developed.
This took the concept through to the
working solution.
Commercialisation – even then, the
working solution had to be turned into a
viable, sustainable commercial enterprise.
45
Generic Innovation Process
Idea Generation
Opportunity Recognition
Idea Evaluation
Development
Commercialization
Exploitation
Invention (creativity)
Based on Luecke & Katz, 2003,
Managing Creativity and Innovation,
Harvard Business School Press
Lufthansa’s Paperless Cockpit
Lufthansa Systems has developed a paperless
system to replace the traditional flight bag used by
pilots.
An old-fashioned flight bag could contain up to
18Kg of paperwork needed by commercial airline
pilots.
The Lido/FlightBag system weighs no more than
2.2Kg.
The savings in fuel-burn are estimated at US $4.3
million p.a. for a major international carrier.
47
So What?
The moral of these stories, as you will be
well aware, is that innovation (the process
of “making money from creativity”) is:
1. A staged process – it happens in a number
of distinct steps or phases.
2. A fragile process – there are many factors
that can derail the process. It must be
carefully managed.
48
A Staged Process
Invention → Exploitation is a good start.
Idea → Opportunity/Evaluation →
Development → Commercialisation is
better.
Can we drill down a bit further to improve
our ability to understand and manage the
process?
We’ll return to this later on…
49
Generation
Activation
Illumination
Verification
Data are collected, problem awareness
develops
Analysis of options leads to a single solution for development
A range of candidate solutions is developed
One or more promising, novel solutions emerge
PHASE ACTION
Preparation
Communication
Validation
General & specialist knowledge accumulated
The product is revealed to knowledgeable others
The product is launched in the marketplace
Invention (Creativity)
Exploitation
The Expanded Phase Model of Innovation
Based on Wallas, (1926)
Wallas, G. (1926). The Art of Thought. Harcourt Brace, New York.
A Fragile Process
In the literature of psychology and
creativity there is extensive coverage of the
social, psychological and organisational
factors that can foster, or inhibit, creativity
and innovation.
A widely used model, that has developed
over the last 40+ years is the 4Ps Model.
If we understand this model, we have the
essential knowledge we need to manage this
fragile process.
51
The Four P’s of Innovation Social/psychological
dimension
Poles of dimension Examples of characteristics
Process convergent thinking
vs.
divergent thinking
Re-applying the known, being fast and accurate, being
strictly logical
Branching out, making unexpected links, seeing surprising
implications
Person (Motivation)
reactive
vs.
proactive
Problem accepting: Focusing on existing problems Driven by external pressure
Problem finding: Focusing on self-identified (unexpected)
problems Driven by internal pressure
Person (Personal
characteristics)
adaptive
vs.
innovative
Conforming, preferring the well-considered, relying on the
tried and trusted
Autonomous, open, high in self-confidence, non-conforming,
spontaneous
Person (Feelings)
conserving
vs.
generative
Exposure to the unexpected triggers negative affect,
departure from the usual arouses discomfort,
Exposure to the unexpected triggers positive affect, departure
from the usual arouses excitement,
Product routine
vs.
creative
Effective, accurate, conventional
Surprising, seminal, germinal
Press high demand
vs.
low demand
Problems and nature of desired solution closely defined by
management, high pressure for quick results, high demand
for accuracy, low tolerance of error or failure, rewards for
being right, high status given to people who fit in well
Problems and nature of solutions loosely defined, low
pressure for quick results, tolerance of “good” errors,
rewards for opening up perspectives, high status given to
people who are “different”
Preparation
Activation
Generation
Illumination
Verification
Communication
Validation
Idea Generation
Opportunity Recognition
Idea Evaluation
Development
Commercialisation
Process
Person
Product
Press
The Four Social-Psychological
“Ps”
Combining elements: The Four P’s
The EPM
Standard Model of Innovation
Innovation Phase Model Invention Exploitation
Phase Preparation
Knowledge,
problem
recognition
Activation
Problem
definition,
refinement
Generation
Many
candidate
solutions
Illumination
A few promising
solutions
Verification
A single optimal
solution
Communication
A working prototype
Validation
A successful
‘product’ Dimension Poles
Process
Thinking Style
Convergent
vs
Divergent
Convergent
Divergent Divergent
Convergent Convergent
Mixed
Convergent
Motivation
Reactive
vs
Proactive
Mixed
Proactive Proactive Proactive
Mixed
Reactive Reactive
Personal
Properties
Adaptive
vs
Innovative
Adaptive
Innovative Innovative Innovative
Adaptive Adaptive Adaptive
Feelings
Conserving
vs
Generative
Conserving
Generative Generative Generative
Conserving Conserving Conserving
Product
Phase output
Routine
vs
Creative
Routine
Creative Creative Creative
Routine Routine Routine
Press
Organisational
climate
High Demand
vs
Low Demand
High
Low Low Low
High High High
Innovation Instruments
E.g. Workplace Assessment Checklist (Luecke &
Katz, 2003):
Leadership style, thinking styles, learning styles,
psychological environment, physical workspace.
“I support people taking intelligent risks and do not penalize
them when they fail”
*Higgins (1995): seven dimensions:
Skills, strategy, structure, systems, style, staff, shared
values.
“To what extent does your organization encourage new ideas
and risk taking with products?”
*Higgins, 1995, Innovate or Evaporate: Test &
Improve Your Organisation’s IQ, Its Innovation Quotient,
The New Management Publishing Company
Innovation Instruments:
Limitations 1. Inadequate treatment of psychological factors
that affect creativity/innovation
2. Inadequate treatment of social/environmental
factors that impact on innovation process
3. Weak identification of steps in the process,
especially of the “invention” (creativity) stages
4. Failure to address the paradoxical nature of
social/psychological factors during the process
Key Features of Innovation Phase Model
Combines business concepts of innovation with
psychological research findings.
Innovation occurs across seven phases.
At each stage, innovation is affected by
social/psychological dimensions – Process,
Person, Product and Press.
Each dimension can range across a spectrum, e.g.
Thinking styles – range from Convergent to
Divergent.
Paradox – what’s good for innovation at one
stage may be bad for innovation in another.
Key Features of Innovation Phase Model
KEY: The ideal constellation of
social/psychological dimensions varies from phase
to phase.
In other words – the constellation of Process,
Person, Product and Press that is ideal for
innovation in the activation phase IS NOT THE
SAME as the constellation that is ideal for
innovation in the verification phase.
Most instruments incorrectly assume that what’s
good in one stage is good in every stage.
Innovation Phase Model Invention Exploitation
Phase Preparation
Knowledge,
problem
recognition
Activation
Problem
definition,
refinement
Generation
Many
candidate
solutions
Illumination
A few promising
solutions
Verification
A single optimal
solution
Communication
A working prototype
Validation
A successful
‘product’ Dimension Poles
Process
Thinking Style
Convergent
vs
Divergent
Convergent
Divergent Divergent
Convergent Convergent
Mixed
Convergent
Motivation
Reactive
vs
Proactive
Mixed
Proactive Proactive Proactive
Mixed
Reactive Reactive
Personal
Properties
Adaptive
vs
Innovative
Adaptive
Innovative Innovative Innovative
Adaptive Adaptive Adaptive
Feelings
Conserving
vs
Generative
Conserving
Generative Generative Generative
Conserving Conserving Conserving
Product
Phase output
Routine
vs
Creative
Routine
Creative Creative Creative
Routine Routine Routine
Press
Organisational
climate
High Demand
vs
Low Demand
High
Low Low Low
High High High
Consequence
If you tailor your management, training, systems
and staff development to optimise your
organisation for the activation phase, for
example, it will be no surprise to you that your
organisation is weak at executing the verification
phase.
Why? Because the thinking styles, personal
properties, motivation, environmental factors and
outputs that are ideal for activation will hinder
innovation during verification.
Diagnosing Innovation
61
The Innovation Phase Assessment
Instrument (IPAI)
The IPAI is an instrument that is based on
the Innovation Phase Model presented here.
Currently uses 168 questions (7 phases, 6
dimensions, and 4 questions per node) to
assess an organisation’s profile.
Strengths and weaknesses identified and
serve as the basis for fostering and
improving organisational innovation.
IPAI Output Example
lo 19.01 17.68 16.34
hi 19.01 17.68 16.34
Prep Act Gen Illm Veri Comm Val S O T W
Process 2.59 2.88 1.88 2.59 3.12 1.94 2.35 17.35
Motivation 2.29 3.24 2.65 3.35 3.82 3.35 1.41 20.12
Pers Props 2.59 1.82 2.12 2.41 2.41 3.24 2.76 17.35
Feelings 2.06 2.65 2.94 2.00 2.94 2.71 2.06 17.35
Products 2.18 2.65 2.24 2.82 2.82 3.47 1.65 17.82
relative SWOT Press 2.24 2.24 1.41 2.18 2.35 2.94 2.71 16.06
17.68 col avg
lo hi 13.94 15.47 13.24 15.35 17.47 17.65 12.94 15.15 106.06 total
17.06 S row avg
15.15 17.06 O
13.25 15.15 T
13.25 W
Std dev Row
1.90
st dev col
1.34
IPAI Analysis
The IPAI allows us to examine an
organisation, or a unit with an organisation,
at one of four levels:
Overall profile – e.g. IPAI score = 110/168
By phase – e.g. Verification strong, but
Generation weak (in relative terms).
By dimension – e.g. Motivation strong, but
Press weak.
By node – e.g. Gen/Press node weak, Ver/Mot
node strong.
Enhancing Innovation
65
IPAI Analysis
We can then tailor diagnostic advice and
remedial action on the basis of the
organisation’s IPAI profile, resources and
objectives.
Let’s look again at the example…
IPAI Output Example
lo 19.01 17.68 16.34
hi 19.01 17.68 16.34
Prep Act Gen Illm Veri Comm Val S O T W
Process 2.59 2.88 1.88 2.59 3.12 1.94 2.35 17.35
Motivation 2.29 3.24 2.65 3.35 3.82 3.35 1.41 20.12
Pers Props 2.59 1.82 2.12 2.41 2.41 3.24 2.76 17.35
Feelings 2.06 2.65 2.94 2.00 2.94 2.71 2.06 17.35
Products 2.18 2.65 2.24 2.82 2.82 3.47 1.65 17.82
relative SWOT Press 2.24 2.24 1.41 2.18 2.35 2.94 2.71 16.06
17.68 col avg
lo hi 13.94 15.47 13.24 15.35 17.47 17.65 12.94 15.15 106.06 total
17.06 S row avg
15.15 17.06 O
13.25 15.15 T
13.25 W
Std dev Row
1.90
st dev col
1.34
IPAI Analysis
Overall profile (106/168):
“X” is moderately well-aligned to an ideal
innovation profile. There is considerable room for
improvement in a number of phases and dimensions,
but…
By phase:
X has distinct relative weaknesses in two phases:
Generation and Validation. The ideal constellations
for these two phases are almost diametrically
opposite, suggesting that X must improve its ability
to recognise which phase is active, at any given
time, and adapt accordingly.
IPAI Analysis
By dimension:
X’s greatest weakness is its organisational
environment (Press). This appears to be particularly
weak in the generation phase, which is consistent
with the identified phase weakness. To improve
organisational environment across the board, the
following actions are recommended…
By node:
X presents several individual nodes which stand out
as blocks to effective innovation. The intersection of
Generation/Press stands out as a weak node.
Remedial action to address this weakness could…
69
Summary of Analysis
IPAI analysis and action is based on:
Understanding where you are in the process at
any given time, for any given project.
Understanding what you are trying to achieve.
Maintaining the strengths of the organisation.
Addressing the weaknesses to maximise the
likelihood of successful innovation.
70
Research Findings
In 2010/11 we collected data from >450
respondents.
Preliminary findings support the Innovation
Phase Model.
The IPAI is highly reliable, and is able to
distinguish between almost all of the 42
nodes.
Please contact me if you would like to
discuss using it in your organisation.