The source

Intro

So you red 30 books last year and you took copious amounts of notes on everything but how do you actually implement these concepts and figure out which ones work best in the situations you're in? How do you know what's effective and what's not? The answer is double loop learning. We can think of double loop learning as learning based on bayesian updating, the modification of goals rules or ideas in response to new evidence and experience.

It might sound like another piece of corporate jargon but double loop learning cultivates creativity and innovation for both organizations and individuals.

Single Loop Learning

Before we get into double loop learning let's first look at single loop learning. The first time we aim for a goal follow a rule or make a decision we're engaging in single loop learning. This is where many people get stuck and keep making the same mistakes.

If we question our approaches and make honest self-assessments – we shift into double loop learning. In this stage we assess our biases question our mental models and look for areas where we can improve. We collect data seek feedback and gauge our performance, but we can't learn from experience without reflection. Only reflection allows us to distill the experience into something we can learn from teaching smart people how to learn.

Thermostat Analogy

Business theorist Chris Aguirres compares single loop learning to a typical thermostat. It operates in a homeostatic loop always seeking to return the room to the temperature at which the thermostat is set. A thermostat might keep the room steady but it doesn't learn. By contrast, double loop learning would entail. The thermostat is becoming more efficient over time: is the room at the optimum temperature, what's the humidity like today, would a lower temperature be more comfortable. The thermostat would then test each idea and repeat the process. Double loop learning on the other hand is a part of action science - the study of how we act in difficult situations.

The Learning Dilemma

Individuals and organizations need to learn if they want to succeed or even survive, but few of us pay much attention to exactly how we learn and how we can optimize the process. Even smart well-educated people can struggle to learn from experience.

We all know someone who's been at the office for 20 years and claims to have 20 years of experience, but they really have one year repeated 20 times. Many of us are so focused on solving problems as they arise. That we don't take the time to reflect on them after we've dealt with them and this mission dramatically limits our ability to learn from the experiences. Of course we want to reflect but we're busy and we have more problems to solve. Not to mention that reflecting on our idiocy is painful and we're predisposed to avoid pain and protect our egos reflection.

However is an example of the approach we call first order negative, second order positive. It's got very visible short-term costs. It takes time and honest self-assessment about our shortcomings, but it pays off in spades in the future.

The problem is that the future is not visible today

So slowing down today to go faster at some future point seems like a bad idea to many, plus with the payoff being so far in the future it's hard to connect to the reflection today. This is the learning dilemma. Many skilled people excel at single loop learning: it's what we learn in academic situations, but if we're accustomed only to success double loop learning can ignite defensive behavior. This is why learning can be so difficult: it's not because we aren't competent, but because we resist learning out of a fear of seeming incompetent.

Smart people aren't used to failing so they struggle to learn from their mistakes and often respond by blaming someone else, as a juniors.

Smart People

Put in their ability to learn shuts down precisely at the moment they need it. The most in the same way a muscle strengthens at the point of failure - we learn best after dramatic errors. The problem is that single loop processes can be self-fulfilling.

The Problem

Consider managers who assume their employees are inept. They deal with this by micromanaging and making every decision themselves. Their employees have no opportunity to learn, so they become discouraged. They don't even try to make their own decisions.

This is a self-perpetuating circle.

For double loop learning to happen the managers would have to let go a little allowing someone else to make minor decisions, offer guidance instead of intervention, leave room for mistakes. In the long run everyone would benefit. The same applies to teachers who think their students are going to fail an exam. The teachers might become condescending and assign simple work when the exam rolls around guess what many of the students do badly. The teachers think that they were right so the same thing happens the next semester. Many of the leaders Agyris studied blamed any problems on unclear goals insensitive and unfair leaders and stupid clients rather than making useful assessments. Complaining might be cathartic but it doesn't let us learn Agyris explained that this defensive reasoning happens even when we want to improve. Single loop learning just happens to be a way of minimizing effort.

We would go mad if we had to rethink our response every time someone asks us how we are. For example: so Agyris explains everyone develops their own theory of action a set of rules that individuals use to design and implement their own behavior as well as to understand the behavior of others. Most of the time we don't even consider our theory of action. It's only when asked to explain it that the divide between how we act and how we think. We act becomes apparent, identifying the gap between our espoused theory of action and what we're actually doing is.

Stop Getting Defensive

The hard part the first step Agyris identified is to stop getting defensive instead he advocates for collecting and analyzing relevant data. What conclusions can we draw from experience, how can we test them, what evidence do we need to prove a new idea is correct.

Change Our Mental Models

The next step is to change our mental models break apart paradigms question where conventions came from pivot and make reassessments if necessary. Problem solving isn't a linear process - we can't make one decision and then sit back and await success. Edgier has found that many professionals are skilled at teaching others yet find it difficult to recognize the problems they themselves cause. Like Galilean relativity it's easy to focus on other people.

It's much harder to look inward and face complex challenges.

Doing so brings up guilt embarrassment and defensiveness as John Gray put it. If there's anything unique about the human animal it's that it has the ability to grow knowledge at an accelerating rate while being chronically incapable of learning from experience.

Habits

When we repeat a single loop process it becomes a habit. Each repetition requires less and less effort we stop questioning or reconsidering it especially if it does the job or appears to. While habits are essential in many areas of our lives they don't serve us well if we want to keep improving.

Single Loop

For that we need to push the single loop to the point of failure to strengthen how we act. In the double loop it's a bit like the Feynman technique:

We have to dismantle what we know to see how solid it truly is.

One example is a typical: five day nine to five work week. Most organizations stick to it year after year. They don't reconsider the efficacy of a schedule designed for industrial revolution factory workers. This is single loop learning, it's just the way things are done, but not necessarily the smartest way to do things. The decisions made early on in an organization have the greatest long-term impact. Changing them in the months years or even decades that follow becomes a non-option. How to structure the work week is one such initial decision that becomes invisible.

How to Structure

As G.K.Chesterton put it

The things we see every day are the things we never see at all.

Sure a nine to five schedule might not be causing any obvious problems - the organization might be perfectly successful, but that doesn't mean things can't improve. It's the equivalent of a child continuing to crawl because it gets them around. Why try walking if crawling does the job, why look for another option if the current one is working.

A growing number of organizations are realizing that conventional work weeks might not be the most effective way to structure the work time. They're using double loop learning to test other structures. Some organizations are trying shorter work days or four day work weeks or allowing people to set their own schedule. Managers then keep track of how the tested structures affect productivity and profits. Over time it becomes apparent whether the new schedule is better than the old one.

37 signals is one company using double loop learning to restructure their work week. CEO Jason Fried began experimenting a few years ago:

  • he tried out a 4-day 32-hour work week;
  • he gave employees the whole of june off to explore new ideas;
  • he cut back on meetings and created quiet spaces for focused work rather than following conventions.

37 signals became a laboratory looking for ways for improving. Over time what worked and what didn't became obvious. Double loop learning is about data backed experimentation: not aimless tinkering - if a new idea doesn't work it's time to try something else.

David Chang

In an op-ed for the New York times Sweeney and Gosvel gave the example of David Chang. Double loop learning turned his failing noodle bar into an award-winning empire!

After apprenticing as a cook in Japan Mr Chang started his own restaurant, yet his early efforts were ineffective he found himself overworked and struggling to make money. He knew: his cooking was excellent, so how could he make it profitable?

Many people would have quit or continued making irrelevant tweaks until the whole endeavor failed. Instead, Mr Chang shifted from single to double loop learning. A process of making honest self-assessments began.

One of his foundational beliefs was that the restaurant should serve only noodles, but he decided to change the menu to reflect his skills. In time it paid off: the crowds came, rave reviews piled up, awards followed and unimaginable opportunities presented themselves. This is what double loop learning looks like in action: questioning everything and starting from scratch if necessary!

Josh Wadeskin

Josh Waitzkin's approach as explained in the art of learning is similar: after reaching the heights of competitive chess Waitzkin turned his focus to martial arts, - he began with Tai Chi Chuan martial arts and chess are on the surface. Completely different, but Waights can use double loop learning for both.

He progressed quickly, because he was willing to lose matches, if doing so meant he could learn. He noticed that other martial arts students had a tendency to repeat their mistakes, letting fruitless habits become ingrained: like the managers at jairus - worked with students grew defensive when challenged they wanted to be right even if it prevented their learning. In contrast Waitzkin viewed practice as experiment. Each session was an opportunity to test his beliefs.

He mastered several martial arts earning a black belt in Jiu-Jitsu and winning a world championship.

Conclusion

Agyris has found that organizations learn best when people know how to communicate. No surprise there:

Leaders need to listen actively and open up exploratory dialogues, so that problematic assumptions and conventions can be revealed.

A Juris identified some key questions to consider:

  • what is the current theory in use;
  • how does it differ from proposed strategies and goals;
  • what unspoken rules are being followed and are they detrimental;
  • what could change and how forget the details;
  • what's the bigger picture?

Meaningful learning doesn't happen without focused effort.

Double loop learning is the key to turning experience into improvements, information into action and conversations into progress.