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Decision Frameworks

Expert Selection

A framework for identifying and selecting experts based on technical credentials, relevant experience, independent contributions, forecasting ability, and willingness to engage, drawing on explicit and tacit knowledge dimensions.

THE IDEA

Expert Selection

An expert has substantial knowledge or skill in a particular domain. The discussion in Chapter 1 distinguishes explicit knowledge that can be stated and taught from tacit knowledge developed through experience. Expertise can involve semantic knowledge of ideas and concepts, procedural knowledge of how to perform tasks, and episodic knowledge of particular experiences that provide useful examples.

The framework proposes these criteria for selecting an expert:

  • Technical credentials. Education is the cornerstone of the technical dimension of a person’s expertise, with advanced degree in closely related fields being the most readily recognized foundation. In professional practice areas, such as medicine, law, or accounting, that offer or even require licensing by recognized accrediting bodies, appropriate license further strengthens the technical dimension of one’s expertise. Lastly, membership in professional societies may add a yet another, albeit softer accentuation of technical expertise.
  • Relevant experience. Although generally viewed as complementary to education, there are some aspects of knowledge that can only be acquired by means of ‘doing’. For example, a management scholar and an experienced business manager might exhibit noticeably different understanding and interpretation of certain aspects of organizational behavior.
  • Independent contributions. A subset of virtually all education- and experience-based groups are those that made unique, even trend-setting contributions to their field. In any domain of knowledge and professional practice there are a handful of individuals – just think of names like Einstein, Shakespeare, or Buffett – whose achievements or contributions make them stand out in their respective peer groups.
  • Forecasting ability. Although education and experience offer a foundation upon which one can draw to form professional judgment about related but new situations, those foundations alone are not sufficient to form credible professional opinions. What is also required is the ability to generalize, or draw inferences from one’s accumulated knowledge and experience in a manner that retains those aspects that are generalizable (i.e., can be applied to multiple similar situations) while setting aside those that are unique to individual instances.
  • Willingness to engage. Many expert judgment situations may require more than just scratching of one’s ‘expert head’ – some situations may demand even the most knowledgeable and experienced experts to devote time and effort to learning specifics of situations of interest, and even engaging in additional topical research. To be a valid expression of one’s expertise, opinions of experts need to be expressions of thoughtful and careful considerations.

When to use it

  • Selecting a subject matter expert to serve as a consultant for a complex project.

  • Evaluating candidates for a specialized role that requires deep domain knowledge, such as a lead scientist or medical specialist.

  • Choosing an expert witness for legal proceedings to ensure credibility and reliability of testimony.

  • Engaging a thought leader or advisor to guide strategic decisions in a field where emerging trends are critical.

FROM THEORY TO EVERYDAY LIFE

In practice

01

Hiring a Cybersecurity Consultant

A company needs to select a cybersecurity expert to assess their systems. Using the framework, they evaluate candidates on technical credentials (degrees, certifications like CISSP), relevant experience (years in the field, past incidents handled), independent contributions (published research or white papers), forecasting ability (ability to anticipate emerging threats), and willingness to engage (preparedness to study the company's unique infrastructure before making recommendations).

02

Choosing a Legal Advisor for a Complex Case

A firm facing a novel legal challenge seeks an expert lawyer. The selection committee considers the lawyer's credentials (law degree, bar admission), experience (trials won, similar cases), independent contributions (landmark rulings influenced), forecasting ability (predicting court outcomes), and willingness to engage (time spent reviewing case details beyond initial consultation).

✳

A MOMENT TO REFLECT

Put it to work.

  1. In a situation where you must rely on an expert, which of the five prerequisites (credentials, experience, contributions, forecasting, engagement) would you weight most heavily? Why?

  2. Think of an expert you have consulted in the past. How well did they meet each of these criteria? Was there any dimension that was overlooked?

  3. When you consider your own expertise in a domain, which of these prerequisites are your strengths and which might require further development?

CONTINUE THE CONVERSATION

Source texts

  • Evidence-Based Decision-Making How to Leverage Available Data and Avoid Cognitive Biases (Andrew D. Banasiewicz)
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