Experimentation mindset

Doc Norton
Doc NortonOrganizational and Leadership coaching to companies for whom software is a key factor
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Groupon - Global Director of Engineering Culture 
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@DocOnDev 
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The Experimentation Mindset
The Experimentation Mindset 
Doc Norton 
Global Director of Engineering Culture 
doc@groupon.com 
@DocOnDev
Fixed Mindset 
Redwood Bonsai - This is a life constrained
Growth (Agile) Mindset 
Redwood Tree - This is a life freed
Dreyfus Model of Skills Acquisition
Novice 
Novice 
• Little or no knowledge 
• Little or no experience 
• Need rules 
• Impatient for results 
• focus on how over why 
• Generally one teacher 
Need a mentor and close monitoring
Advanced Beginner 
Advanced Beginner 
• Some experience 
• Can find information 
• Break free of some rules 
• Can’t filter irrelevant information 
• Can’t determine importance 
Need experience in limited and controlled real-world situations
Competent 
Competent 
• Have a mental model 
• Associations formed 
• Can handle the unknown 
• Methodical 
• Thinking still steeped in “right” and “wrong” 
Need a variety of real-world situations to form connections between already held ideas and models
Proficient 
Proficient 
• Interested in big picture 
• Impatient with over-simplified information 
• Grasp and apply maxims - YAGNI, Do the Simplest Thing That Can Possibly Work 
• Internalization 
• Potential to become an investigator / experimenter 
Need a lot of practice, hindered as little as possible by policies or guidelines
Expert 
Expert 
• True Authority 
• Developed Intuition 
• Deep pool of knowledge 
• Can Interlink Skills 
• Tend to be inarticulate in how they arrive at conclusions 
• Passionate Advocate for True Learning (having experienced it) 
Continue to practice. Learn by teaching.
Where are You?
Most think they’re expert 
Most think they’re expert
Most never progress past proficient 
Most stay stuck at proficient
From Implementation 
These first few stages are all similar in that …
Implementation 
Mindset 
Get it Right 
A+ To progress from beginner to competence and into proficiency, our focus is on getting it right. Earning good grades. NOT making mistakes. This is a focus 
on implementation.
From Implementation to Experimentation 
But the next phase of growth requires a change…
Experimentation 
Mindset 
Explore Different Ways 
But to progress from Proficiency into Mastery, we must experiment and learn unencumbered by rules and constraints. We need to get it wrong and then 
make it better. We need to explore different ways. 
Need a lot of practice, hindered as little as possible by policies or guidelines 
MUST EXPERIMENT to move PAST PROFICIENT
From Implementation to Experimentation 
To progress from beginner to competence and into proficiency, our focus is on getting it right. Earning good grades. NOT making mistakes. This is a focus 
on implementation. 
But to progress from Proficiency into Mastery, we must experiment and learn unencumbered by rules and constraints. We need to get it wrong and then 
make it better. 
Need a lot of practice, hindered as little as possible by policies or guidelines 
MUST EXPERIMENT to move PAST PROFICIENT
Telephone Sales
Telephone Sales
Telephone Sales
Telephone Sales
Follow the Script 
This is 
gonna go 
GREAT!
Weekly Sales Rankings 
It didn’t go so GREAT 
Ptolemy 
Janet 
Raphael 
Susan 
Kathy 
Tommy 
Doc 
Chris P. 
3 weeks in a row below the line and you’re out. 5 weeks in an 7 week period and you’re out. 
The line was not a set sales target. This was strict rank and yank. 25% of people were ALWAYS below the line.
Hello (sGir/omoadd Damay),!my name is _P_t_o_lePma_ty _M Mici_ch_ha_ee_llaska_k_is_ … 
Watch the Master
Experiment 
Jokester
Experiment 
Demanding
Experiment 
Calmly Confident
Experiment 
Played Dumb
Experiment 
Was just friendly
Weekly Sales Rankings 
Top in Sales! 
Doc 
Ptolemy 
Janet 
Kathy 
Tommy 
Raphael 
Susan 
Andy
I’d like to see you in my office.
Not the feedback I was expecting 
“The script is proven. It is a best practice. We need to follow best practices to get the best results.”
My last day 
On the day I decided was my last day, for my last phone call, I stood on my desk. Then Tommy stood, then Kathy, then Ptolemy, then others…. 
I closed that call. I sold a gentleman 3 years of Field and Stream Magazine. 
And I gladly left.
“Best” Practices 
Best Practices are a misnomer. The very notion is steeped in a Fixed and Implementation Mindset. They create artificial boundaries for our learning.
Implementation 
Mindset 
Get it Right 
A+ They wanted me to get it right. Follow the script. Practice the script. Get better at the script. The script was their Best Practice. I was violating best 
practices. 
More organizations need an experimentation mindset
Single Loop 
Learning 
Assumptions Actions Outcomes 
Get it Right 
This is what Chris Argyris calls Single Loop Learning. 
We hold fast to underlying assumptions, such as the notion of a best practice. Operating in this context, we prioritize how good we are at following the 
practice over how well we’ve achieved the actual goal. 
Incremental Improvement & Little innovation (if any at all) 
A focus on getting it right creates an environment where failure is hidden. Want to look good. 
Deceit => Suspicion => Contempt => Dark Side
Double Loop 
Learning 
Assumptions Actions Outcomes 
Get it Right 
Explore Different Ways 
Double Loop Learning 
Challenge our base assumptions - remember your purpose 
• Don’t just get better at code reviews; consider how else you can 
• Share knowledge, Enforce Standards, Maintain Quality 
• What if we didn’t have - Annual goals, quarterly financials, managers or hierarchy… 
• How do we KNOW the latest management/leadership/process trend will work here?
Experimentation 
Mindset 
Explore Different Ways 
The experimentation mindset moves us from not only getting better at how we do things, but finding better ways to do them.
“Best” Practices 
Instead of “Best” Practices
“Leading” Practices 
Think of them as “Leading” Practices
Dreyfus Model of Skills Acquisition 
Montessori Schools and other “alternative” educational formats
Experimentation
Experiment Configuration 
Finch - homage to Darwin
Experiment Monitoring 
Panopticon
Build Status
Application Performance
Cumulative Flow
Team Velocity
Code Quality
Code Quality
Retrospectives
Interest Leagues 
Interest Leagues 
Communities of people with common interests, related to work, but not directly about delivery of a Groupon project. 
Java League, Node League, Ruby League, On-Boarding League, Speaker League 
These groups create our standards. Standards come from the people who do the work. They come from a team self-selected and self-organized people 
from all over the globe.
Internal Hack Fest 
GeekOn 
Two (or more) times per year - Engineering and Product take a week to hack. 
Cannot be part of your regular work 
Have to be able to squint at it and see Groupon 
Projects are voted on and Executive team funds them for additional 20% time
Culture Clubs 
Culture Clubs 
Volunteers in each office. Plan office events - parties, charity drives, in-chair massage 
Culture clubs meet to share ideas and tips. Coordinate events across offices for some occasions.
GEMs Program 
GEMs program 
Groupon Enrichment and Mentoring
360 Feedback 
360 Feedback 
Several Teams were doing this already. 
Launched multi-team pilot to see if we could spread this throughout the organization.
The Check-In 
The Check-In 
Form => Histograms => Overall 
01 - I know what's expected of me at work. 
02 - I have the materials and equipment I need to do my work right. 
03 - At Groupon, I have the opportunity to do what I do best every day. 
04 - In the last seven days, I have received recognition or praise for doing good work. 
05 - My manager, or someone at Groupon, seems to care about me as a person. 
06 - There is someone at Groupon who encourages my development. 
07 - At Groupon, my opinions seem to count. 
08 - The mission/purpose of Groupon makes me feel my job is important. 
09 - My co-workers are committed to doing quality work. 
10 - I have a best friend at work. 
11 - In the last six months, someone at Groupon has talked to me about my progress. 
12 - This last year, I've had opportunities at Groupon to learn and grow.
4 things
Know your purpose 
What problem are you trying to solve? What value are you trying to create? 
Without this, you are not experimenting, you are meandering aimlessly. 
Are you building educational software or are you making education available for all, regardless of their financial standing? 
Are you selling coupons on the internet or are you empowering local business? 
Tesla Motors recently open-sourced their patents. 
Their purpose is to reduce carbon emissions and revolutionize the automotive industry. Knowing this, it was the obvious choice. They are blazing the trail, 
but cannot do it alone.
“Failure is simply the 
opportunity to begin again, 
this time more intelligently.” 
– Henry Ford 
Make Failure Acceptable 
When failure is acceptable, success is more likely
THINK BIG… start small… 
Don’t scale too soon. Test in multiple ways. Iterate. Learn.
Assumptions Actions Outcomes 
Get it Right 
Explore Different Ways 
Keep Experimenting.
The Experimentation Mindset 
Doc Norton 
Global Director of Engineering Culture 
doc@groupon.com 
@DocOnDev 
Thank 
You!
Images 
• Mad Scientist - https://www.flickr.com/photos/dzingeek/4587871752/sizes/o/ 
• Redwood Bonsai - http://upload.wikimedia.org/wikipedia/commons/6/6e/Redwood_bonsai.JPG 
• Redwood Canopy - https://c2.staticflickr.com/4/3548/3498180845_a2d653a323_b.jpg 
• Child to Adult - http://1.bp.blogspot.com/-rBplVVYK1CQ/Uu-EDJPXSzI/AAAAAAAAAHs/ErtWY1kctiY/s1600/HiRes.jpg 
• Phones - 
• http://www.enumclawsda.org/uploads/1/3/3/9/13391741/1971539_orig.gif?119 
• http://4.bp.blogspot.com/-qASUt2T7C7o/ULvJ8HVU3LI/AAAAAAAAACw/LufW5HYhCyM/s1600/Tel%C3%A8fon+fixe 
+antic.png 
• https://c2.staticflickr.com/8/7443/8758001086_2692f91620_h.jpg 
• http://cdn2.hubspot.net/hub/147894/file-270530761-jpg/images/phone-large.jpg 
• Phone Script - http://www.google.com/imgres?imgurl=http%3A%2F%2Fimg.docstoccdn.com%2Fthumb%2Forig 
%2F6629075.png&imgrefurl=http%3A%2F%2Fwww.docstoc.com%2Fdocs%2F6629075%2FSample-Sales- 
Script&h=1650&w=1275&tbnid=nhUALN2u__S9YM%3A&zoom=1&docid=- 
yQKAu8BxDXbEM&ei=PhVFVIvsOcfRiQK9kYGABQ&tbm=isch&ved=0CB8QMygDMAM&iact=rc&uact=3&dur=1681&page=1&start 
=0&ndsp=25
Reference Material 
• Dreyfus Model of Skills Acquisition - http://en.wikipedia.org/wiki/Dreyfus_model_of_skill_acquisition, http:// 
files.eric.ed.gov/fulltext/ED384695.pdf#page=130, file:///Users/mnorton/Documents/Dropbox/Presentations/ 
Groupon/Experimentation%20Mindset/ADA084551.pdf 
• HBR: Collective Genius - http://hbr.org/2014/06/collective-genius/ar/1 
• How Organizations Learn - http://www.areteadventures.com/articles/ 
the_challenge_of_entering_the_green_room.pdf 
• Argyris: Teaching Smart People how to Learn - http://hbr.org/1991/05/teaching-smart-people-how-to-learn/ar/1, 
http://pds8.egloos.com/pds/200805/20/87/chris_argyris_learning.pdf 
• Argyris: Double Loop Learning in Organizations - http://hbr.org/1977/09/double-loop-learning-in-organizations/ar/3 
• Argyris: Single-Loop and Double-Loop Learning in Research on Decision Making - https:// 
093fb1c5e28761e25b79cfc10de03f5a188778a0.googledrive.com/host/0B_RO2ClD0V7AZHpWRS1mNUc2d1k/ 
argyris.pdf 
• Lean Change - http://www.lean.org/LeanPost/Posting.cfm?LeanPostId=225 
• Scaling Up Excellence - 
• Start With Why -
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Experimentation mindset

  • 1. Thank you to our Sponsors Doc Norton Groupon - Global Director of Engineering Culture doc@groupon.com @DocOnDev Media Sponsor: The Experimentation Mindset
  • 2. The Experimentation Mindset Doc Norton Global Director of Engineering Culture doc@groupon.com @DocOnDev
  • 3. Fixed Mindset Redwood Bonsai - This is a life constrained
  • 4. Growth (Agile) Mindset Redwood Tree - This is a life freed
  • 5. Dreyfus Model of Skills Acquisition
  • 6. Novice Novice • Little or no knowledge • Little or no experience • Need rules • Impatient for results • focus on how over why • Generally one teacher Need a mentor and close monitoring
  • 7. Advanced Beginner Advanced Beginner • Some experience • Can find information • Break free of some rules • Can’t filter irrelevant information • Can’t determine importance Need experience in limited and controlled real-world situations
  • 8. Competent Competent • Have a mental model • Associations formed • Can handle the unknown • Methodical • Thinking still steeped in “right” and “wrong” Need a variety of real-world situations to form connections between already held ideas and models
  • 9. Proficient Proficient • Interested in big picture • Impatient with over-simplified information • Grasp and apply maxims - YAGNI, Do the Simplest Thing That Can Possibly Work • Internalization • Potential to become an investigator / experimenter Need a lot of practice, hindered as little as possible by policies or guidelines
  • 10. Expert Expert • True Authority • Developed Intuition • Deep pool of knowledge • Can Interlink Skills • Tend to be inarticulate in how they arrive at conclusions • Passionate Advocate for True Learning (having experienced it) Continue to practice. Learn by teaching.
  • 12. Most think they’re expert Most think they’re expert
  • 13. Most never progress past proficient Most stay stuck at proficient
  • 14. From Implementation These first few stages are all similar in that …
  • 15. Implementation Mindset Get it Right A+ To progress from beginner to competence and into proficiency, our focus is on getting it right. Earning good grades. NOT making mistakes. This is a focus on implementation.
  • 16. From Implementation to Experimentation But the next phase of growth requires a change…
  • 17. Experimentation Mindset Explore Different Ways But to progress from Proficiency into Mastery, we must experiment and learn unencumbered by rules and constraints. We need to get it wrong and then make it better. We need to explore different ways. Need a lot of practice, hindered as little as possible by policies or guidelines MUST EXPERIMENT to move PAST PROFICIENT
  • 18. From Implementation to Experimentation To progress from beginner to competence and into proficiency, our focus is on getting it right. Earning good grades. NOT making mistakes. This is a focus on implementation. But to progress from Proficiency into Mastery, we must experiment and learn unencumbered by rules and constraints. We need to get it wrong and then make it better. Need a lot of practice, hindered as little as possible by policies or guidelines MUST EXPERIMENT to move PAST PROFICIENT
  • 23. Follow the Script This is gonna go GREAT!
  • 24. Weekly Sales Rankings It didn’t go so GREAT Ptolemy Janet Raphael Susan Kathy Tommy Doc Chris P. 3 weeks in a row below the line and you’re out. 5 weeks in an 7 week period and you’re out. The line was not a set sales target. This was strict rank and yank. 25% of people were ALWAYS below the line.
  • 25. Hello (sGir/omoadd Damay),!my name is _P_t_o_lePma_ty _M Mici_ch_ha_ee_llaska_k_is_ … Watch the Master
  • 31. Weekly Sales Rankings Top in Sales! Doc Ptolemy Janet Kathy Tommy Raphael Susan Andy
  • 32. I’d like to see you in my office.
  • 33. Not the feedback I was expecting “The script is proven. It is a best practice. We need to follow best practices to get the best results.”
  • 34. My last day On the day I decided was my last day, for my last phone call, I stood on my desk. Then Tommy stood, then Kathy, then Ptolemy, then others…. I closed that call. I sold a gentleman 3 years of Field and Stream Magazine. And I gladly left.
  • 35. “Best” Practices Best Practices are a misnomer. The very notion is steeped in a Fixed and Implementation Mindset. They create artificial boundaries for our learning.
  • 36. Implementation Mindset Get it Right A+ They wanted me to get it right. Follow the script. Practice the script. Get better at the script. The script was their Best Practice. I was violating best practices. More organizations need an experimentation mindset
  • 37. Single Loop Learning Assumptions Actions Outcomes Get it Right This is what Chris Argyris calls Single Loop Learning. We hold fast to underlying assumptions, such as the notion of a best practice. Operating in this context, we prioritize how good we are at following the practice over how well we’ve achieved the actual goal. Incremental Improvement & Little innovation (if any at all) A focus on getting it right creates an environment where failure is hidden. Want to look good. Deceit => Suspicion => Contempt => Dark Side
  • 38. Double Loop Learning Assumptions Actions Outcomes Get it Right Explore Different Ways Double Loop Learning Challenge our base assumptions - remember your purpose • Don’t just get better at code reviews; consider how else you can • Share knowledge, Enforce Standards, Maintain Quality • What if we didn’t have - Annual goals, quarterly financials, managers or hierarchy… • How do we KNOW the latest management/leadership/process trend will work here?
  • 39. Experimentation Mindset Explore Different Ways The experimentation mindset moves us from not only getting better at how we do things, but finding better ways to do them.
  • 40. “Best” Practices Instead of “Best” Practices
  • 41. “Leading” Practices Think of them as “Leading” Practices
  • 42. Dreyfus Model of Skills Acquisition Montessori Schools and other “alternative” educational formats
  • 44. Experiment Configuration Finch - homage to Darwin
  • 53. Interest Leagues Interest Leagues Communities of people with common interests, related to work, but not directly about delivery of a Groupon project. Java League, Node League, Ruby League, On-Boarding League, Speaker League These groups create our standards. Standards come from the people who do the work. They come from a team self-selected and self-organized people from all over the globe.
  • 54. Internal Hack Fest GeekOn Two (or more) times per year - Engineering and Product take a week to hack. Cannot be part of your regular work Have to be able to squint at it and see Groupon Projects are voted on and Executive team funds them for additional 20% time
  • 55. Culture Clubs Culture Clubs Volunteers in each office. Plan office events - parties, charity drives, in-chair massage Culture clubs meet to share ideas and tips. Coordinate events across offices for some occasions.
  • 56. GEMs Program GEMs program Groupon Enrichment and Mentoring
  • 57. 360 Feedback 360 Feedback Several Teams were doing this already. Launched multi-team pilot to see if we could spread this throughout the organization.
  • 58. The Check-In The Check-In Form => Histograms => Overall 01 - I know what's expected of me at work. 02 - I have the materials and equipment I need to do my work right. 03 - At Groupon, I have the opportunity to do what I do best every day. 04 - In the last seven days, I have received recognition or praise for doing good work. 05 - My manager, or someone at Groupon, seems to care about me as a person. 06 - There is someone at Groupon who encourages my development. 07 - At Groupon, my opinions seem to count. 08 - The mission/purpose of Groupon makes me feel my job is important. 09 - My co-workers are committed to doing quality work. 10 - I have a best friend at work. 11 - In the last six months, someone at Groupon has talked to me about my progress. 12 - This last year, I've had opportunities at Groupon to learn and grow.
  • 60. Know your purpose What problem are you trying to solve? What value are you trying to create? Without this, you are not experimenting, you are meandering aimlessly. Are you building educational software or are you making education available for all, regardless of their financial standing? Are you selling coupons on the internet or are you empowering local business? Tesla Motors recently open-sourced their patents. Their purpose is to reduce carbon emissions and revolutionize the automotive industry. Knowing this, it was the obvious choice. They are blazing the trail, but cannot do it alone.
  • 61. “Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford Make Failure Acceptable When failure is acceptable, success is more likely
  • 62. THINK BIG… start small… Don’t scale too soon. Test in multiple ways. Iterate. Learn.
  • 63. Assumptions Actions Outcomes Get it Right Explore Different Ways Keep Experimenting.
  • 64. The Experimentation Mindset Doc Norton Global Director of Engineering Culture doc@groupon.com @DocOnDev Thank You!
  • 65. Images • Mad Scientist - https://www.flickr.com/photos/dzingeek/4587871752/sizes/o/ • Redwood Bonsai - http://upload.wikimedia.org/wikipedia/commons/6/6e/Redwood_bonsai.JPG • Redwood Canopy - https://c2.staticflickr.com/4/3548/3498180845_a2d653a323_b.jpg • Child to Adult - http://1.bp.blogspot.com/-rBplVVYK1CQ/Uu-EDJPXSzI/AAAAAAAAAHs/ErtWY1kctiY/s1600/HiRes.jpg • Phones - • http://www.enumclawsda.org/uploads/1/3/3/9/13391741/1971539_orig.gif?119 • http://4.bp.blogspot.com/-qASUt2T7C7o/ULvJ8HVU3LI/AAAAAAAAACw/LufW5HYhCyM/s1600/Tel%C3%A8fon+fixe +antic.png • https://c2.staticflickr.com/8/7443/8758001086_2692f91620_h.jpg • http://cdn2.hubspot.net/hub/147894/file-270530761-jpg/images/phone-large.jpg • Phone Script - http://www.google.com/imgres?imgurl=http%3A%2F%2Fimg.docstoccdn.com%2Fthumb%2Forig %2F6629075.png&imgrefurl=http%3A%2F%2Fwww.docstoc.com%2Fdocs%2F6629075%2FSample-Sales- Script&h=1650&w=1275&tbnid=nhUALN2u__S9YM%3A&zoom=1&docid=- yQKAu8BxDXbEM&ei=PhVFVIvsOcfRiQK9kYGABQ&tbm=isch&ved=0CB8QMygDMAM&iact=rc&uact=3&dur=1681&page=1&start =0&ndsp=25
  • 66. Reference Material • Dreyfus Model of Skills Acquisition - http://en.wikipedia.org/wiki/Dreyfus_model_of_skill_acquisition, http:// files.eric.ed.gov/fulltext/ED384695.pdf#page=130, file:///Users/mnorton/Documents/Dropbox/Presentations/ Groupon/Experimentation%20Mindset/ADA084551.pdf • HBR: Collective Genius - http://hbr.org/2014/06/collective-genius/ar/1 • How Organizations Learn - http://www.areteadventures.com/articles/ the_challenge_of_entering_the_green_room.pdf • Argyris: Teaching Smart People how to Learn - http://hbr.org/1991/05/teaching-smart-people-how-to-learn/ar/1, http://pds8.egloos.com/pds/200805/20/87/chris_argyris_learning.pdf • Argyris: Double Loop Learning in Organizations - http://hbr.org/1977/09/double-loop-learning-in-organizations/ar/3 • Argyris: Single-Loop and Double-Loop Learning in Research on Decision Making - https:// 093fb1c5e28761e25b79cfc10de03f5a188778a0.googledrive.com/host/0B_RO2ClD0V7AZHpWRS1mNUc2d1k/ argyris.pdf • Lean Change - http://www.lean.org/LeanPost/Posting.cfm?LeanPostId=225 • Scaling Up Excellence - • Start With Why -