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Mental Models

The Design Question

Recognize when to apply design thinking to projects, policies, processes, systems, and structures to ensure fit-for-purpose outcomes and avoid over-engineering.

THE IDEA

Practical Suggestions

  • Treat projects and their metrics, R2A2, policies, processes, procedures, systems, buildings, and other structures as design decisions.
  • Clarify who has the expertise and authority to sign off on a design’s fitness for purpose.
  • Involve staff in developing the policies, procedures, systems, machines, and structures they will use.
  • Check whether added complexity serves a practical need; over-engineering can create problems of its own.
  • Consider engaging ‘Ergonomics and Human Factors’ engineers on occasion to identify problems at a task level to see if it makes a difference to design proposals.
  • Consider checklists and protocols to communicate what is essential to be done.
  • Before implementing a new system (e.g. a GRC system), consider undergoing a Lean review (using tools such as Kano, SIPOC and Kaizen) to analyse what is essential at an operational and senior level and what is of secondary priority.
  • Get ongoing feedback from staff on how ‘user‐friendly’ systems, policies and processes are. Refrain from regarding their concerns as a sign of poor commitment; they may see shortcomings that those who promoted systems and policies don't want to be brought to light.

When to use it

  • When designing a new performance metric system for a department, use the design question to ensure it measures what matters and is user-friendly.

  • Before implementing a new compliance software, conduct a Lean review to identify essential features and avoid unnecessary complexity.

  • When developing a standard operating procedure, engage with staff to get feedback on usability and clarity.

  • In a project, use checklists to communicate critical steps and reduce errors, applying the design principle of simplicity.

FROM THEORY TO EVERYDAY LIFE

In practice

01

Software Implementation Without User Input

Staff avoid a new software system because it does not fit their workflow. The project team observes the tasks with users, identifies unnecessary steps, and revises the design. A human-factors specialist can help examine the problems at task level.

02

Policy Development with Checklists

A policy development team uses checklists to ensure essential components are included, avoiding over-engineering and ensuring clarity. This makes the policy more user-friendly and effective.

✳

A MOMENT TO REFLECT

Put it to work.

  1. In your current project, what activities or outputs could benefit from being treated as a design question?

  2. How can you involve end-users or staff members in the design of a policy or system to improve its effectiveness?

  3. What is the risk of over-engineering a solution, and how can checklists or protocols help mitigate that risk?

Connected ideas

Another lens can bring the same problem into focus.

CONTINUE THE CONVERSATION

Source texts

  • Beyond the Five Whys Root Cause Analysis and Systems Thinking (James C. Paterson)
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