General Context Heuristics

Standard work

  • Constrain decision-making and iteration flow by the results of risk assessment
  • Use tight controls for activities that could damage the environment
  • Prefer actions that preserve options and develop alternatives
  • Don’t risk what you have and need for what you don’t have and don’t need
  • Prioritize decisive actions that support the main effort
  • Use standardized drills and processes as points of departure for adaptation
  • Minimize meta-work such as task switching, overheads, and administration
  • Don’t change or eliminate elements before understanding their function
  • Minimize irrevocable commitments in cooperative environments
  • Irrevocable commitments may be needed in highly competitive environments
  • Use speed, maneuver, deception, and surprise to gain advantage in competitive environments
  • Iterate between complicated and mess contexts, consigning things to routine context as stability emerges and the risk of getting it wrong is low
  • Focus on systems in routine and complicated contexts, human capital in mess context

Bias towards simplicity

  • Get the team right; good teams simplify execution
  • Keep requirements simple
  • Stabilize core principles, but allow variation in tactics
  • Actions can be simple and broad, but should not be vague
  • Actions must be logistically supportable
  • Beware of confident planners with elaborate plans
  • Simplify actions to reduce communication requirements
  • Simplify actions to allow for adaptation to the unforeseen
  • Simplify actions to reduce the need for command and control
  • Simplicity is the result of long, hard work
  • Cultivate simpler approaches by building and maintaining many options
  • Simplify when you don’t need high efficiency or maximization

Warning signs

  • Significant changes in size, speed, or concentration
  • High power combined with low accountability
  • Benefits and liabilities are disconnected
  • Using heavyweight, slow decision-making processes for reversible decisions
  • Assuming low volatility means low risk

Proactive work

  • Perform periodic situation assessment and address context changes
  • Adjust design decisions as feedback is received
  • Make decisions that address outlier events by positioning to survive or benefit from them
  • Evaluate decision sequence; first or last moves can be critical
  • Focus on what it takes to succeed rather than success itself
  • Cultivate the best people and manage poor performers out

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