Bananas and Fishing Poles - Design Thinking & Improv

Can Improv training teach skills that help in design thinking?

Of course, WE think so. This is what we do. It does bolster one's case when an Intel professional feels the same way, and succinctly tells what he learned :

"Elevate the Team, not yourself.

Don't plan too far ahead.

Own your failures.

Listen completely.

These are a few of the insights I’ve taken away from my experience with improv. There are many more. Learning the basics of improv took me way out of my comfort zone (there were times when I couldn’t even see my comfort zone), but in the process I’ve become much more comfortable in my own skin, a better presenter and communicator, and more confident in my ability to deal with the surprises. Practicing improv is a great way to bring teams together and is a perfect complement to any team that needs to be creative and innovate on a regular basis."

How does improv culture, specifically Yes, And, help in Design Thinking?

"When product innovation teams are ideating to address user problems/opportunities, the ideas must be allowed to flow. “No” or “but” can put a stranglehold on ideation. It’s evaluating ideas before you need to do so. Most early ideas are just stepping stones in a larger journey — if you don’t acknowledge the stepping stones, the team will never be able use them to get to the BIG IDEAS. Once you’ve gotten a solid set of BIG IDEAS, then you can begin evaluating."

Don't get locked in too far ahead.

"Of course your business plan must start with a powerful idea and market to pursue, but if you only build and launch what you planned from the outset and don’t iterate with your users or be open to new directions based on their insights, how confident are you that you are really going to meet their needs? Some of the best ideas can come from your customer as they respond to the bad ideas you put in front of them.  Trust that your team can ride the insights to get to the right product, instead of hoping you can figure out every detail at the outset."

Roger Chandler's complete blog post can be found here:

Improv: What Do Bananas and Fishing Poles Have to Do With Design Thinking?

 

I Was Used For Design Thinking Purposes

Shimon Shmueli set me up.

He’s the leader of Touch 360, a “strategy, innovation and design” company; he’s got a high-tech industry resume several times longer than my arm, and he was getting ready to speak at an Applied Improvisation Network regional gathering in Portland.

My contribution was to lead a series of warm-ups to the evening focused on design thinking.

I was walking to the front of the room, and Shimon took me aside and told me he thought I should lead the group in Sun and Moon.

Sun and Moon is a simple and profound activity. Participants stand in a circle, and are asked to pick a “sun” and a “moon” from among the other people. They are not to let on who they’ve picked; it’s a secret. When the game starts, they are to move quickly to “become equidistant” from their sun and moon, as fast as they can, and if their targets move on them, they have to keep moving. Chaos ensues. (There’s also a second round, but it’s not germane to the story.) Shimon had seen me run the game at a Portland State University class he teaches on entrepreneurship.

We ran the game, it was fun, and the very bright group of participants completely got the “jolts” of understanding that Sun and Moon offers.

Following another exercise, Shimon started his presentation, Creativity by Emergence and Leadership.

I can’t completely do his thesis justice, but let me try:

Doing something truly new requires intentional creativity.

Improvisation is great for

  • scenario playing and interaction prototyping
  • brainstorming via emotional uplift and allowing failure
  • demonstrating

But if a new product or service or other innovation is a story, does improvisation do the job?

Improvisation is:

  • Process, not product
  • Limited in its resources
  • Sequential, not parallel

Shimon compared improvisation to the TV show Survivor:

  • no overall leaders
  • simple rules
  • safer in large groups
  • steer toward consensus
  • unpredictable, internally and externally
  • players avoid “visibility” (they don’t want to stand out from the group – publicly)
  • common objectives fall apart fast

For design, and true, intentional creativity, you need a story line – setting the stage, anchor points, climax and the end – along with coloration.

Shimon also compared improvisation to swarm theory, and showed us videos of a very large, very active flock of birds.  If it’s “beautiful” or “cool”, it’s because we (the observers) are applying those values.  There is no creativity in what is happening inside the flock. The birds are each reacting to the moves of a group of birds in their immediate vicinity, and are continuously adjusting to aim for the center of that group.

It’s just like Sun and Moon, said Shimon, where the individual participants where simply responding to a couple of simple rules and the moves of their “sun” and “moon” (the birds in their immediate vicinity).

And that’s why we needed to play Sun and Moon. I was used.

Is he right? Is what we do just a series of responses that do not indicate intentional creativity?

Sometimes, yes. But I like to think there’s more to it than that.

Add a few constraints to improv, including some rules, styles (coloration) and a goal, and you can tell a story.

Even if improv performance is not your goal, accepting an improvisational mindset is a great way to lead to intentional creativity – build a great team and turn them loose – with constraints and a goal.

If all you are doing is reacting to the people nearest you, maybe you are just flying around in a flock. Or playing Sun and Moon. It’s fun, it might look beautiful, but it’s not creating anything.

I was used.

Status

The great improvisational teacher Keith Johnstone pioneered the idea of using status as a tool in improvisational theater. Human beings give each other physical and verbal cues to establish status. If someone has high status, they’re calling the shots; if someone has
low status, they’re the peon.

Status is a seesaw, Johnstone explains—you push one end down, the other end pops up. You can raise my status either by saying “I’m smart” or “You’re dumb.”

If you’ve ever walked toward another person on a sidewalk, or in a hallway and had to do an awkward little dance to figure out which side you’ll pass each other on, you’ve experienced one of the simplest example of a status battle.

We use the tool of status onstage to make our scenes more dynamic. We find that equal status situations aren’t very interesting to watch. It’s interesting that in real life, equal status (or near equal status with give and take) gets positive results.

These on-stage status battles aren’t too far removed from reality. In many organizations, maintaining one’s status is more important than getting anything done. We teach it to business people to help them understand the sub-textual power struggle at work in any human interaction.

Caught in a status battle? See what changes if you match the other person’s status. See what happens if you raise their status. Since status attacks are often the work of insecure people, try a little flattery.  And look how status games connect to bullying.

In our work, we’ve found Status to have profound effects on Customer Service. We’ll post more on that soon.

Excerpted from Jill and Patrick’s Small Book of Improv for Business. Thanks to Jill Bernard for her essential contributions.

LEGO

What do you learn from building with LEGO?

They're just pieces of plastic that kids play with.

In April 2013, I participated in a workshop led by Aneta Key, Chief Executive Muse from AEDEA Partners, LLC (aedeapartners.com) in the Bay Area. One portion of it was devoted to building a "library" using LEGO pieces. A group of us had to share a bag of bricks and other parts, while each quickly designing and constructing our own library.

We had to begin and complete the project with very little instruction
Each of us had to decide what was meant by a "library"
We had to use what was in front of us
We had to deal with sharing limited resources
Some of us even had to negotiate trades for the pieces we needed

Following the building, we were given some time to "present" our designs within our groups, and then to respond to each others' presentations.

In my own small group, we had interiors, exteriors, whole libraries, parts of libraries and a a representation of a "digital library" - someone built a computer server with their LEGO pieces.

  • What different approaches did people take?
  • What can we learn about people from the approach they took?
  • What did each of us bring to the process?
  • What did each person focus on in their presentation?

It took me a couple of months to get my LEGO kits together; I convinced my teenage son to part with his bucket of LEGO pieces (delivered to my office with a laugh). After a couple of hours of sorting and dividing, I headed off to the store for a set of "plain" bricks to give the sets enough pieces so that 4-6 people could share them. (Do you know how hard it is to find plain LEGO bricks?  If you want to build Hogwarts, you are in business, but just old school bricks are hard to find.) I persevered, and found a 650 piece set. Later, I found out about a used LEGO store, so Alex Falcone and I went there after a nearby corporate workshop and bought a bunch of flat pieces - bases, if you will.

So I'm set - we have 8 big Ziploc baggies with a variety of pieces in them.

We used this exercise 5 times in the first week with wildly different groups:

  • College textbook salespeople
  • Property management maintenance guys (yes, ALL guys)
  • A gathering of the Applied Improvisation Network Portland Local Group
  • High school grads in a "pre-work" program sponsored by the public schools
  • Middle schoolers in our CSz Summer Camp

In one amazing week, we witnessed colleges, apartment complexes, restaurants, places to work and tree houses being built. Many tree houses included pools, flying ability, an aquarium and amazing ways to climb aboard. My favorite college looked like a microscope. One of the apartment complexes featured an unpaved part of the parking lot - "we haven't paved that part yet."

All we did was play with LEGO, but we also learned about:

  • Imagination
  • Cooperation
  • Making do with what we've got
  • Recapturing a sense of play (even a couple of middle schoolers needed help with that)
  • Just starting and seeing what happens
  • Designing improvisationally
  • Failing often
  • Presentation skills
  • Building on others' ideas
  • Sharing experiences from our selling stories
  • What's most important to us in doing a good job
  • Gibberish skills - expressing our design without real words and seeing what we're able to communicate

Is that all?

What have you learned?


Patrick Short has been teaching applied improvisation for business since 1989, used Duplos (large, little kid LEGO pieces) in an exercise he's always called, "LEGO", and now he has a naming problem. Follow him on Twitter @patrickshort4

Improv Boosts Leadership Skills: Tabaee

Dr. Farnaz Tabaee and Effects of Improvisation Techniques in Leadership Development

We work in an era of uncertainty.

Today’s economic environment runs fast, competes globally and refreshes faster than a Twitter feed. To stay competitive, business, industry and education leaders must think on their feet, making spontaneous decisions with confidence. Yet this skill isn’t taught or even encouraged in more than a few MBA programs or leadership seminars. With an eye toward changing that paradigm Dr. Farnaz Tabaee presented Effects of Improvisation Techniques in Leadership Development, a doctoral thesis that proves improv is a necessary tool for success in the 21st Century.

Born in Persia, Tabaee immigrated to the US at the age of 16. After graduating from college, she started as an engineer in the IT world, then changed careers to instructional design and leadership development. Unsatisfied with the instruction she was receiving, she wanted to teach but was hamstrung by the thought of standing up and speaking before a crowd. “Over and over people told me to take an improv course,” she reports. Tabaee did and took an improv class where she was expected to act in a scene without any initial instruction. She found the experience so daunting, she dropped the class after the first session.

One year later, she gathered her strength and signed up for another improv class. The class, taught by the same instructor, started with immediate scene work which led her to quit after the first day. Yet this time she noted some interesting changes in her presentations. “I was more confident and people noticed,” she recalls. “I became a better listener, a better coach and a better trainer.” Armed with continued success as a trainer, Tabaee went on to complete the improv series of classes at Second City Hollywood and continued to perform with ImprovMasters.

As fascinated as she was with her own experience, Tabaee was equally frustrated with the way business managers clung to the old way of doing things. “In my IT years, I was astounded by managers who kept to a business plan simply because it was there, even if the incoming data was contradictory to their original assumptions,” she says. “Intuitively I knew that improv was a very useful tool for leaders but I had to prove it.”

First, she had to convince her advisors at Pepperdine that improv is a topic worthy of a doctorate. It was a tough sell. Her initial advisor shot the idea down, claiming there wasn’t enough data to support a dissertation. Undaunted, she found a second advisor and two years, 350 pages and over 400 references later, Dr. Farnaz Tabaee proves that improv is an invaluable tool to business.

THE STUDY

Her initial research uncovered some remarkable facts. It showed that business leaders make intuitive, ad-hoc improvised decisions 75-90% of the time, yet very little research has explored this improvisational skill set. No other leadership skill set that is applied at least two-thirds of the time has ever been so underdeveloped (Meyer, 2010; Mintzberg, 1973). She also found very high levels of stress in today’s business leaders. This combination of high stress and ad-hoc improvisation leads to ineffective decision making due to the leaders' inability to think clearly under high amounts of stress. One of her sources, Montuori (2012), sums up the situation adroitly, “Leaders must learn to manage stress, and become more adaptive problem solvers, capable of creating, innovating, and working quickly and under conditions of great uncertainty.”

Using a holistic model of improvisation that was revised using the grounded theory approach (where research results shape the theory), Tabaee designed the Improvisation of Leaders Workshop. This three and one half hour workshop was used as the basis of her research. Why three and one half hours? “Improv is learned experientially,” she says. “You need time to learn, practice, reflect and process. You also need time to feel safe and forget about the outside world. I had to break up one of my sessions in two, one hour 45 minute classes and it just wasn’t as effective.”

Tabaee conducted her study using 67 participants from various disciplines including: education, aerospace, finance, insurance and manufacturing. All of the participants were executive management, directors, middle managers, supervisors, team leaders, or project managers. Individual classes took place in different regions of the country and different ages, genders and educational levels were represented.

Pre-workshop interviews measured participants’ knowledge of improv and their stress levels. During the workshop, participants agreed to list three specific actions they would bring from the workshop to their workplace. They were further encouraged to apply at least one of the actions they had listed and commit to making a behavioral change. A post workshop survey was conducted immediately after the session, in addition to an interview a month after the session which inquired about the effects of improv at one month and three month intervals.

The results prove astounding. Ninety percent of participants reported gaining listening skills or the ability to express thoughts without judgment or both. Participants also felt more confident in expressing themselves without fear of being wrong or judged. Out of the 33 women in the study, 24 (72%) of them expressed feeling more confident in expressing themselves without fear of being judged.

In improv, “competent risks” are taken and mistakes are tolerated. After participating in the study, 81% of participants reported that they were better able to accept their own and their staff’s mistakes and learn from them. This theme also trickled down positively to other areas of the leaders’ effectiveness, leading to greater productivity and less stress.

“Competent risk is an important concept,” insists Tabaee. “People in business hear the work ‘risk’ and immediately think ‘careless,’ ‘sloppy’ or ‘disaster.’ Nothing could be further from the truth. Competent risk means working within a known skill set at your highest level of intelligence.” As one of the participants put it, “I’m not feeling too restricted in my choices and can take a risk and speak up more often.”

Participants also gained an understanding of collaborative creativity. Seventy two percent indicated observing this phenomenon at the workshop or later in their work environments. One participant summed up how improvisational techniques improve relationship focus at work. “Business is about relationships and relationships can be enhanced by improvisational techniques. …Even if I don’t get along with some people, [I’ll] never forget to focus on maintaining and flourishing relationships at home and work.”

Tabaee’s study also noted lowered levels of stress, increased mindfulness, affirmative competence (individuals feeling confident enough to take action), desire to share leadership and the ability to make OPTIMAL Spontaneous Decisions (OSD.) OPTIMAL stands for Open to the Present Thought and Intuition and Mindful in Action and Leadership. OSD means that by combining rational thought, intuition and mindfulness, problems can be solved rapidly. In follow-up interviews, leaders admitted their jobs required this skill. As one phrased it, “Plans are overrated, especially in today’s fast-paced business world. Spontaneity does not mean irresponsibility or carelessness. Using it is often a necessity.”

In follow up interviews one month after the study, participants continued to enjoy higher levels of productivity and performance. This included employee retention, particularly among the Gen Y group. “There is an inter-generational problem in managing Generation Y employees,” observes Tabaee. “Managers often don’t trust them with challenging assignments, don’t share information easily, or don’t answer their ‘why’ questions. Improv teaches how to share information, give up control and welcome questions.” One participant noticed the benefits immediately, “We may actually be able to keep our Generation Y employees [instead of having them leave] after a few months or a year.”

Many participants also noted better family relationships. Tabaee is not surprised by that effect. “The techniques improve communications and help remove fear across the board. That will help in any relationship be it business or personal,” she says. She speaks from experience. “My kids are constantly using improv with me. If I say no to ice cream they prompt me to say, ‘yes…and.’”

AFTER-EFFECTS

After the study 100% of the participants agreed that improvisation techniques offer value to business. Participants reported quicker decision making skills, less stress, better employee retention rates, improved communication and appropriate delegation of leadership. They are also trying to bring improv to their departments, as one person reported, “It was very eye opening to see myself be creative at the workshop, so I tried to transfer what I had learned to my staff at staff meetings including [Tabaee’s] 4S principles of improvisation and not looking at failure as a mistake but an opportunity. We now do an opening exercise with these principles in mind. The energy level has gone up in my team and more innovative ideas are flowing out of my staff.”

There is also concrete evidence that improv increased awareness and decision making abilities. At pre-test, 91% of leaders indicated they were not aware whether they used improvisational techniques in making their decisions. At the post-test, after learning improvisational and OSD skills, 71% of participants agreed that they would change the method used to make spontaneous decisions to OPTIMAL Decision Making using improvisation skills. From post-test to interview, 85% of participants changed the method used to make spontaneous decisions to OPTIMAL Decision Making using improvisation skills. At the final interview, a cumulative total of 97% of leaders reported that they would change the way they make spontaneous decisions from pretest by using their intuition more effectively and applying improvisation principles. Reasons leaders brought for changing to OSD included 40% by using tools from the Workshop; 58% noted they learned how to be more spontaneous; 68% admitted to having more confidence and better at trusting their intuition; 98% noted they possessed the awareness of using improvisational skills to make OSD.

Given all of this, will improv be a required class in business school? “I sure hope so,” says Tabaee. “Business schools are lagging behind, still teaching models appropriate to the industrial revolution. They say people need to be more nimble and flexible but how do you teach it? Improv, of course. It rewires your brain allowing you to make spontaneous decisions efficiently and at the height of your intelligence.”

And don’t forget having fun. “Humor and laughter are a key component,” she concludes. “I had one president of a large financial company say, ‘Thank you for allowing me to play. I am in my mid 50s and have no kids; it seems as if I had forgotten how to play. Thank you for showing us how to be creative together like that. I didn’t realize how much I needed that.’”

Dr. Tabaee’s comments were made in an interview on June 11, 2013, with Amy Milshtein and Patrick Short of CSz-Portland. Article by Amy Milshtein. Dr. Tabaee can be reached at Farnaz.tabaee@gmail.com

Tabaee, F. (2013). Effects of improvisation techniques in leadership development. Doctoral Dissertation, 341. Pepperdine University Electronic Theses and Dissertations. Retrieved from http://pepperdine.contentdm.oclc.org/cdm/singleitem/collection/p15093coll2/id/349

Employee Engagement

I was chatting with a colleague recently. She had just quit a job at a law firm because the boss was crazy and horrible to work with.  She also commented that there is “complete turnover in the firm every year.”

That got me to thinking. What does THAT cost?

Aside from a happier workplace with more innovation and the tribal knowledge that accumulates when employees actually stay with a company, does it save money to keep employees?

Yes, it does. Let’s read from the Wall Street Journal:

“Integrated reporting is in its early stages in the U.S., but German software giant SAP AG released its first full integrated report in March, combining traditional accounting benchmarks with newer metrics on things like greenhouse-gas emissions, research and development “intensity” and staff turnover.

SAP reported, for example, that its operating profit is helped or hurt by about €62 million, or more than $80 million, by each percentage-point change in its employee retention rate.

‘There’s a lot of support for meaningful and robust HR metrics for use inside organizations,’ says Timothy Bartl, of the HR Policy Association.”

(Apples, Oranges and Outliers, Emily Chasun, Wall Street Journal, Jun 4, 2013.)

So, buried in this article about FASB and reporting metrics is a bombshell about how important employee retention can be to the bottom line.

Why aren’t we doing everything we can to keep the people we have? Employee engagement is critical – not just in soft, unproven areas, but to profitability.

What could help the beleaguered law firm?

  • Leadership skills training
  • Communication and listening skills training
  • Team building
  • Creating an atmosphere of fun
  • Celebrating victories
  • Altering a culture of blame for mistakes

Applied Improvisation could help with all of that. If only they knew to ask…

Is there a company that you know could use this help?

Improv and Social Media

As more and more people become aware that improvisation has something to bring to companies, the questions start to get more specific.

How do we apply this stuff? How do we justify spending money on improvisation training?

Previous posts have explored:

  • Leadership
  • Employee Engagement
  • Design Thinking
  • Even Sales

Now, a blog piece from social marketer Kelly Jo Horton ties improvisational skills to how companies manage their social media – image, customer service and more.

“You need people who live to find ways to collect, segment and report on data. You obviously need good storytellers. And you need that “secret sauce” that can’t be taught in a college course but comes from life experience and maybe, just maybe, taking an improv class.”

Kelly sums it up with these bullet points:

  • Say. “Yes, and…”
  • Listen to your audience
  • Improv is a 2-way conversation
  • Improv artists fail 20% of the time
  • You are never in complete control

She also gives our organization a nice shout out. Much appreciated. She learned well, and in turn, is teaching people well.

One more thing: to effectively implement the improvisational mindset, you do not have to be a public-performance level improv “artist”. Anyone can think this way – they just need the door opened for them.

Improvisation plays an important role in corporate social media. Read Kelly’s blog piece here.

Patrick Short taught the CSz 101 class that Kelly Jo Horton took 12 years ago. His next class kicks off September 14th, 2015. Many other CSz players have taught her since then in our Minor League classes. CSz is in 25+ cities, and we can find a space for you, too. Find a ComedySportz® City near you. Tweet us @comedysportzPDX.

Why Customer Service Matters

In 2014, I had the honor of performing as Master of Ceremonies at the Annual Customer Service Banquet for the Port of Portland and PDX, our airport.

310 people from 65 companies attended; they were honoring the Customer Service Superstars nominated from each of the companies who do work at the airport – airlines, government agencies, rental car companies, parking and transportation, retail, restaurants and services. The Port of Portland has an employee group that coordinates customer service across all of the companies – treating each customer as a client of all of the companies, whether they are at that moment or not. It’s a holistic approach, and as a frequent consumer of PDX services, I can attest that it works. The airport is frequently voted the Best in America.

At the end of the event, I transformed into a referee and CSz-Portland performed our ComedySportz® show, themed on customer service. It was a rocking good time, but the most important and affecting part of the night came earlier.

The Port of Portland had received an email, through Huntleigh USA, from a woman in Aurora, CO, complimenting a Huntleigh skycap, Moses San Nicolas, on his wheelchair service. Let’s read the note:

Gary Wolf
Huntleigh USA
7535 NE Ambassador Place
Suite A1
Portland, OR 97220

Dear Mr. Wolf:

I hope you will take the time to read this letter, as one of your employees needs to be recognized for the help he provided to me and my sister, Denise, on a trip we took from Portland to San Francisco on 10/1/13. This was the hardest trip either my sister or I had ever taken, for you see, I was bringing my 52 year old sister home to California to die.  As her little sister and the nurse in the family, I had the hard task of flying from Colorado to Portland, packing my sister’s life up in a suitcase, and bringing her home, where the rest of the family was waiting. She really did not want to go, and we had to term this trip as “just a visit” to her, because she was scared and nervous about flying home, and could not handle the fact that she would not be coming back to Oregon, her home since 1984. I think that deep down she realized, though, that she needed help in the final days of Stage IV lung cancer, which she was diagnosed with back in May 2013. She was kind of being forced to give up control of her life. She was very, very sick, and could not longer walk, and was using oxygen.

We had had a bad day so far on 10/1/13, as it was an extremely stressful day what with getting her packed, getting her dressed, getting her to the car, getting to the airport. She told me many times in the car that she did not want to go, and I was feeling guilt and fear as my mission to bring her home included kind of take her choices away from her when she had been independent for so long.

I brought the rental car back to the underground garage, and the rental car people were nice enough to call me a skycap.  And into our lives, pushing a wheelchair, walked Moses San Nicolas. I realize that we could have gotten anyone, but I feel that getting Moses was the first stroke of luck Denise and I had had since I got there.  He showed up, and took immediate control.  I had no idea how he did it, but he managed to get my sister in a wheelchair, both of my sister’s suitcases, and her oxygen concentrator, from the garage into the airport. All of the sudden, a huge weight had been lifted off of me, as I had worried the whole way to the airport how I was going to manage getting everything into the airport.  More importantly, he talked to us and calmed us down.  I think that he could sense that we needed a distraction. He told us about his family, where he was from, his life.  He asked my sister and me for our names, and he talked to my sister at length about her diagnosis, where we were going, why going home for treatment was a good thing. He was the best distraction my sister and I could have asked for. He stopped to allow her to smoke, one of her favorite pastimes, and she was grateful.  He never once judged her, or told her she shouldn’t smoke.  He was an extremely calming presence for both of us.  He got our IDs, got us our boarding passes, got us through security, got us to the gate, all the while talking about everything, asking questions, maintaining calm.  He even gave my sister a badge he had with his first name on it, which Denise stuck into her purse. Denise told him that she was really nervous about going home, and then told him how much he calmed her down and make this trip seem more “okay”. He left us safely at the gate.  My sister was mad that I only tipped him $15 and not $20!

My sister died peacefully on October 14th, at home, with her family all around her. We told our whole family about how lucky we were that Moses came into our lives for a short time.  In the few days before she got very sick, we talked about writing a letter to you about Moses, and she wanted me to do it immediately, so she could sign it.  Time got the best of us, and we never did get to write the letter than I am writing to you now. After she died, I went through her purse and found the name tag that Moses had given her, and it reminded me of how he touched her life in her last few weeks. The last picture taken of my sister is in the wheelchair, in the parking garage, with Moses standing next to her. She insisted that I take it, and then would not allow any more pictures of herself after that.

I don’t know that Moses knew what impact he had on our lives that day.  Being a skycap, I am sure, cannot be easy.  Dealing with the public, I know from my 20 years as a nurse, has its’ ups and downs. But he really made a difference to me that day, and more importantly, he showed genuine kindness and compassion to my sister, and for that, I will always be grateful. He made this sad trip just a little happier for me and Denise.

I hope you will be kind enough to give him a copy of this letter, so he can know that he is appreciated by me and my family. I hope you will confirm that you received this email.  I also sent it through the website to the corporate office.

Respectfully,
Renee N Gorkin, RN, BSN (on behalf of me and Denise Malaspina)
Aurora, Colorado

The Port flew Renee in for the banquet so that she could give Moses the additional $5. Denise’s two children, who live in the Portland area, were also there. This was a very moving event, and a terrific reminder that we usually don’t know much about other people’s struggles; meeting them where they are is important. I hope every customer service professional takes this to heart. (It would help if customers took it to heart, too.) I need to be reminded of this all the time. I hope you don’t mind me reminding you.

Renee Gorkin and Moses San Nicholas

Renee Gorkin and Moses San Nicholas

 

Here is a video reminder from a church in Arkansas, called “Get Service“, that reinforces the concept rather nicely. Serendipitously, this arrived in my Facebook feed from my cousin Cindy Maynard while I was writing this post. Meant to be, yes?

Patrick Short flew to DC the morning after the event and got royal treatment from Southwest Airlines and TSA employees who had been at the event. He realizes that it can’t happen every time, but it was pretty cool nonetheless. The email was reprinted with the permission of Renee Gorkin, Moses San Nicolas and the Port of Portland.

Fixing Things With Improvisation

An edited transcript of a phone interview of Patrick Short, GM of CSz Portland, and Michelle Baxter, M.S. – Arts Administration – Drexel University, for Michelle’s thesis. The original interview was in January, 2014. The comments have been edited for clarity and sanity.

MB: I was checking out your website, and I thought it was really great how you break down all the different things that businesses have used CSz for, and I saw one of the things that really stood out to me was “post-downsizing,” since that is really happening a lot. My first question is really basic and broad – can you tell me about some of the programs you offer to these business groups, if you have any that are more popular or some that you’re finding are becoming more popular?

CSz: Most people contact us looking for Team Building. That’s a big umbrella to some people, but it’s a piece of what we do. Team Building is carried along in everything that we present and teach – even in our shows. The term we’re trying to use is “applied improvisation,” because we’re taking improv beyond performing for people, we’re using it as a tool to achieve goals. And while a lot of people call us for Team Building, the thing that’s exploding right now – for us here in Portland – is customer service. Every time we turn around, we’re teaching customer service. I did 4 events last week, 3 of them were around customer service – the fourth was on presentation skills. The one that I’m doing this week for a company is customer service or customer experience. A sales call that I just had is for a large tech company who is here in Hillsboro is going to be onboarding 70-80 new tech support people soon. They’re in the process of doing the hiring, and they’re talking about bringing us in for improv soft skills training; handing us each set of people, dividing them into two groups, two hours a day for a week. It’s a dream to have that much time to work with people.

MB: Wow.

CSz: Technical support – it’s at the heart of customer service. They’ve trained them on their products, and they’ve trained them on their system – most companies do that and then throw the the newbies in front of customers and expect great results. This company is thinking, “No, we have to be more excellent than that.” What I really appreciate about this company, beyond bringing us in – is that they’ve had 3 outsourced companies working with them, and they’ve discovered that’s not the most effective way to deliver the service. So this is really awesome. Service is huge right now.

MB: So what would you say are the skills people are looking to build in customer service outside of the more basic Team Building programs you do? How are they utilizing improv to improve customer service?

 

CSz: Listening skills; communication skills; accepting people or meeting people where they are; supporting each other on their team – which sounds a little like Team Building, but it’s beyond that. Understanding that you look good when you make others look good; taking competent risks; stepping outside the program when your intuition tells you something else needs to be done. You might have a rock-solid policy, but there are times when you have to dump the policy to do what’s good and what’s right; and then, minimizing the effects of mistakes – one of the beautiful things about improv is when we perform, it’s mistake after mistake after mistake, and we just embrace it. We don’t sit around and point fingers and worry about errors – we learn from them – we don’t want to make the same mistakes over and over, but each mistake is an opportunity. So, those are the main things. We believe in improvisation as a system of observing, connecting, and responding, and within in that system, the pillars that hold it up are listening, accepting, supporting, taking competent risks and minimizing the effects of mistakes.

MB: That is so interesting. You know, I think of all the people I’ve talked to, you’re the fourth person I’ve talked to, and I haven’t really heard that much about minimizing the effects of mistakes, and I love that, how that transfers. I have a theatre background, and that’s what improv is all about: Not saying “no” and rolling with what you’re given. And I think that’s a really interesting thing to be taking to the corporate world.

CSz: Absolutely.

MB: I’m glad you said that.

CSz: Everybody makes mistakes. The question is what happens after you make the mistake. I run a company and we have lots of vendors that we work with, and they make mistakes – WE’RE gonna make mistakes. too. It’s what happens AFTER we make the mistake. In our business, I love it when somebody tells me,“Oh, we double-billed this customer and we have to take care of it.” Because what happens? We end up fixing it and making a fan for life because most people don’t expect that from a company. People call us and say, “I was double-billed for Friday Night…” – we just take care of it – or even better, “We got sick, and we couldn’t come Saturday night – is there any way you could help us?” And our approach is “Great! When do you want to see the show?” There’s no “Sorry, you didn’t use your tickets.” It’s “When do you want to see the show?” We want people to get value. They call expecting nothing, and instead, they get pretty much exactly what they want, and they usually can’t believe it. They call ready to fight, and we’re listening and saying, “We get it – we’re on your side.” When WE’VE made the mistake, it’s an opportunity for us to learn how to avoid it next time – it’s also an opportunity to convert somebody into a fan for life. When I work with vendors, I’m less interested in how they work with me regularly – that’s cool – but inevitably, somebody’s going to blow something, and what happens when they do?

MB: So what made you decide, or what made CSz decide to add this component to their programming?

CSz: That’s a fun story. I was with CSz San Jose; I played there from 1987 to 1992, and I served as General Manager. We did our ComedySportz show one night, and afterwards, some guys came up to us in our handshaking line, you know we have this thing we call a “slap line” where we high-five the audience on their way out the door – I don’t know if you’ve experienced that – but it’s an important part of the fan experience… These guys came up to us and said,“Can we talk to you? We want to think like you.” And we’re thinking, “Uh… alright… what’s going on?” They worked for Apple; they were in a department writing drivers, these software guys writing drivers – very glamorous stuff – and they were having trouble even agreeing on all of the goals, not to mention the path. And we said, “Okay. What do you mean by ‘think like us?’” They said, “It looks seamless. You agree on everything, you’re always moving in the same direction, it’s like somebody has an idea and everyone goes with it…” And we thought,“Okay, cool.” So we offered them our Adult 101 syllabus for 6 weeks at the campus in Cupertino for this group of 10 or 12 guys. Then, at the end, they wrote us a check, and we thought, “We have a new business.” So, it was a customer who came in and said,“You can do this for us – give it to us.” That was the first one, and clearly, we had no idea what we were doing except how to train them to be improv performers. It was a nice start.

It’s been refined over the years since then – by a lot. In fact, the refinement has accelerated over the last 5 years with my involvement in the Applied Improvisation Network. CSz brought a great attitude and great team culture to a whole bunch of skilled people who were really, truly focused on the show. Now, it’s really grown so much over the years that my focus has shifted. I still do the shows – I probably perform 100 times a year, but teaching Applied Improvisation has become a passion. I think it’s connected to the fact that here in Portland, I’ve always taught our 101 class – our adult class – that’s always been my niche.  I don’t teach many advanced improv classes – although I do some teaching in musical improv, since I’m a piano player, and I compose. I’ve developed a talent for teaching people who have not touched this before, and that matches what the corporate world needs very nicely. Having worked for many years in sales and marketing in the high-tech industry doesn’t hurt, either. I had to listen and learn about clients’ needs, and I learned a lot about what makes some companies work and others not work.

MB: So these next two questions are very basic, but I’m kind of using them as a gauge to see if there are certain areas of the country where these things are more in demand or if certain companies just have a better handle on it. I think it has a lot to do with marketing and I really had to dig to find theatres that I didn’t end up following through with because it was so hard to find out if they did corporate trainings. A lot of people I’ve talked to have said, “Yeah, we haven’t really marketed this yet, but we’re looking at it now because people are just coming to us more, and we’re thinking, ‘Well how much more earned revenue could we be looking at if we start marketing this?’”

 

CSz: There’s a detachment, too; because many people in our field look at working with corporations as “whoring,” and they’re absolutely wrong. We have never looked at it that way. If anybody wants a chance to make the world better, this is really a place where we could do it. Even entertainment-wise, we have never looked at it as, “Oh yeah, that’s just a corporate show.” It’s a challenge, it’s fun, it’s core to what we do. I wouldn’t be performing ComedySportz anymore if it was just all home theatre shows. Home shows are not challenging enough – they’re so much fun, and very rewarding, but that alone is not challenging enough for a career. I hope that companies looking for improvisation training get a chance to work with people who are passionate about working withthem. We are.

 

MB: Yeah. Interesting. I like that perspective on it. So just to give me a gauge, how long has CSz Portland been offering these training programs?

CSz: CSz Portland is 22 years old. We’ve offered Applied Improvisation from our beginning in 1993, although in a limited sense because I was the only person with experience when we opened up here with a new team; that made us vulnerable to issues.  If I booked something and got sick, I wouldn’t have anybody who was anywhere near competent enough to do it. So I limited it to some small engagements for a couple of years. It wasn’t that we DIDN’T do it, but I deliberately didn’t focus on it until I felt like I had people who had the chops who I could train to do this. Our first significant one would’ve been about 1995, so we’re looking at about 20 years. I’ve been doing it personally for 26+ years.

MB: So now what would you say in the past year – how many programs do you typically do in one year? Or do you want to give a gauge of how many you did in 2013? Are you seeing an increase year after year?

CSz: It was growing significantly through 2007 and then tanked in the recession. It never went completely away, but we were probably up to about 30 times a year in 2007, and probably went down to half a dozen a couple years later. I mean, it TANKED, and companies just stopped spending money on stuff that they didn’t have to spend. For 2013, off the top of my head, I’m going to say between 35 and 40. It was the most revenue we’ve ever had from it, and we’ve got – as far as days in front of clients this year, we’re already at 8 in the middle of January. It feels like it’s really growing. And we’re doing some things with more reach. I designed and sold a program to Radio Shack that’s been done 6 times, 4 in New York, 1 in Boston, 1 in L.A. I haven’t physically taught any of them.

MB: Interesting.

CSz: Other top CSz people have taught them. And we’re at that point where we can get together on Skype, and because we’ve been working together for years, and I’ve been leading train the trainer sessions at our shareholders’meetings and ComedySportz World Championship events – we have a common language. We won’t necessarily use the same games, but we have the same goals, the same articulation of our system. There’s actually a system of connecting, observing and responding and not just winging it. And that’s really helped a lot. We’re seeing more and more work nationally.

MB: Wow. I was also intrigued when Bobbi Block told me about your location because I know the arts seem to be more well-supported by the public in Portland and the surrounding area.

CSz: Portland and Seattle are artistic places. Everybody’s in a band and most people have started a theatre company – I’m joking, but it seems like that’s the case. And those that haven’t mostly knit. If you watch Portlandia, it’s not far off – it’s based in reality.

I think what drives this area the most is a combination of high-tech and the shoe companies. We have Nike; the North American headquarters for Adidas is here; there are smaller ones, too. Nike’s huge, and then we have a large tech sector. There are 15,000 Intel employees here. They aren’t headquartered in Oregon, but there are 15,000 employees here. Tektronix was a huge tech company–old school tech company–that spun off companies like crazy in the 70’s, 80’s, and early 90’s, and it’s been bought out and shrunk, but a lot of the companies they spun off are still here. There’s a big start-up mentality here. It’s not quite like Silicon Valley, but there’s a start-up mentality here. We’ve done a lot of work with Nike – it’s not like you get into Nike or Intel and go through the whole company. That would be sweet, but they don’t work that way – they’re very departmental. We go department by department. We’ve probably done 30 engagements with Nike. We’ve done at least that many with Intel. The drivers for this work aren’t so much artistic; there’s a big design community and there are some forward-thinking companies. Working with Nike is outstanding because they’ve already filtered out the people who don’t want to play. I call keeping the people on the fringe of a workshop engaged “border collie-ing.”You don’t have to “border collie” people from Nike.

And yet, we have to get out there and earn our money. We’re for-profit, so we’re not getting grants. And we do that by doing shows and training for corporate, church, association and school clients. We’re out there earning money. Because we’re clean, we can even play at churches – most improv groups wouldn’t play in a church – they simply couldn’t do it. We don’t have a problem with that. The other thing that happens with it – not only do they pay you, they laugh really hard, the audiences are great, and they’re grateful – truly GRATEFUL that they can have a comedy experience where they aren’t offended. It’s really super simple – we don’t make fun of what people can’t change – ethnicity, politics, religion – we stay away from those things and we’re able to be funny without offending anybody. We’ve done road shows for 21 years without a complaint from anybody – schools, churches, corporate, private, conventions – it’s still fun – it’s really hilarious.

There’s almost as much gratitude in our corporate workshops. Team Building has gotten to be a loaded term; apparently, there’s a lot of junk out there in the training world. During our final reflections, we always have someone tell us, “I thought this was going to be terrible and it was great!” I am always willing to hear that – and to understand that the fear and negative associations are a form of barrier that we need to get past early in our training events.

MB: Are you finding your repeat clients or customers – whatever you prefer to call them – such as Nike, do you find that you’re doing the same things for these different departments, or are you seeing people who – it’s kind of like you’re taking the workshop up to the next level and perhaps you’re trainings are getting more advanced with your return customers?

CSz: The stuff that seems to be exploding right now is the ongoing programs. The sales call I was at this morning would be ongoing – an insurance company I’ve worked with booked multiple stops to reach the whole company, and they’re talking about working with us more deeply in the future. I have booked an engagement for this Friday with a local ice cream company. It’s called Salt and Straw, and they make and sell ice cream flavors like pear / blue cheese, bacon brown ale… for Thanksgiving they had Turkey brittle, and sweet potato pie, and orange yam and they did the whole Thanksgiving menu – in ice cream. One of their most popular flavors is olive oil – it’s fantastic. First of all, the ice cream’s wonderful, second; you walk up, you usually wait in line, and everybody’s waiting to get into this joint, and then you get up front, and you can sample all the flavors – they don’t hurry you. They do a really nice job of connecting with you, and yet, they want to hire us to amp up their customer experience even higher. They want to focus on the “mistake thing,” not worrying about it, and just dealing with it. I will be working with their managers, and then they’re talking about on-boarding a significant number of people – they’re really growing. They want to bring me in to work with the people at the front end after they’ve had their basic training.

So what’s happening is this: 10 years ago, we taught Team Building – let’s get along, let’s connect. Now, we’re applying improv to higher level goals – really high-level customer service techniques – leadership, design thinking, creative brainstorming and more. Many times it can be the same activity or activities, but the difference is in how you introduce them, how you reflect on them and how you help your clients make the connections for themselves. That’s the value-add we offer. Anyone can learn these games, but working with somebody who’s led and reflected on the games at companies for 20+ years can switch on a dime, recognize what’s happening in front of them and connect it to their work during reflection, That’s the value we add.

MB: So would you say you’ve ever gotten feedback from somebody you’ve worked with, and they’ve gotten a benefit out of the workshop that you never even thought about, and it kind of puts that new spin on things for you?

CSz: That has happened. I don’t have anything specific that’s coming to mind, but that’s happened several times. Most of the time, they make a connection inside the workshop that I haven’t thought of. As I walk into Salt and Straw on Friday, I will be carrying all the reflection of all previous clients with me on all those games. If something comes up, there’s probably somebody who’s had something similar. But not always – sometimes, something will come together in a very, very new way.

I’m teaching my 101 class – my adult 101 class – for the 84th time in Fall, 2015. I’ve been there, and done that a lot of times. Last week, we played a couple games and struggled a little bit and the class determined that the problem was they kept assuming there were rules that I hadn’t said. And it was with these particular games that there was a whole new way of looking at it. I told them the parameters of the game as they played the game, and they were struggling because they assumed they couldn’t do things, but I hadn’t said anything about it. That was a whole new look that I hadn’t dealt with in the past, and it’s really fascinating because it also popped up in one of the other corporate workshops I was doing last week. People were saying, “Can we do this?” And my new schtick was, “If I haven’t said you can’t, try it. And the only thing I ask of you is if you think it’s going to ‘break’ the game, then maybe don’t do it. If you think its going to enhance your experience, try it. And if I find it breaks the game, that’s something I get to learn.” It’s really cool that that happened in 2 completely separate instances in the same week.

Usually, the lessons are happening inside. I have had people get back to me and say they’ve taken little pieces from the workshop and incorporated them into their culture. When we play a bunch of circle warmup games, we do this thing where if someone makes a mistake, the entire group puts their arms around each other and says “Ah-ooga” like an old car horn, and moves into the center; it’s a fun little ritual. Then everybody laughs, and says, “Hey we made a mistake.”Sometimes I make a mistake just so they can “ah-ooga.” I’ve had many, many clients tell me that “ah-ooga” has made it into company meetings. “Hey, we screwed this up. Ah-ooga! Now what are we going to do about it?”

MB: So with the feedback you get, and you touched on how customer service is something that you’re really working on right now, are there any other new programs that you’re looking at or exploring right now for businesses?

 

CSz: We’ll explore anything anyone throws at us. We’re very much driven by what’s in front of us as opposed to thinking about stuff and then trying to go find a client for it. We’re in reactive sales. Sometimes when we get a great idea on our own, we find there’s no market for it.

MB: Yeah, I saw that on the website that you even say…

CSz: Bring us a problem, and we’ll design a program for you.

MB: Yeah, exactly – have you had…

CSz: We’ve had lots of people do that.

MB: Do you do any evaluation on your programs or do you ever get any feedback on people you work with on how they’re evaluating it once they’re done with the workshops?

CSz: Most of the time, I talk with the main contact afterwards, and we have a phone call or exchange emails. One thing I’ve found is that people are never doing as much follow-up as I wish they would. Life gets busy. We’ve designed evaluation surveys and had almost no one fill them out. I wish there were more of it. We touch base, we talk – almost exclusively they tell me all the great things about it. Every once in awhile, we’ll hear, “Oh there was this one activity that didn’t really resonate with people because of this…” Honestly, it doesn’t happen very often. It’s almost like I’d feel better if I heard that more often.

 

By the way, in this portion of our business, we’ve had zero dissatisfied customers the entire time we’ve been doing it. We had one, sort-of, once, and I fixed it. The one “sort-of” was when we did a customer service training for a small municipality here in Oregon, a little town–and when I say “little”, it was 8 employees – the city manager booked it, but didn’t participate, which could’ve been part of the issue. After this 3 – hour customer service workshop, the city manager called me the next day and said, “Hey – they loved the workshop, the loved the games, they thought you were awesome, they don’t have any idea what this had to do with customer service.” My reply was, “Well, we didn’t get to that.” They were a little slow. They were one of the slower clients I’ve worked with, and they just didn’t get there. So I simply said, “Schedule some time – I’ll come back and finish the job.” I ended up spending 5 hours total with them. I went back for 2 hours, and they were delighted. They did the rest of it – it was great. That’s as close as we’ve come to a “failure”.

MB: That’s fantastic.

CSPo: Seriously, it’s almost like I want someone to call and say,“This didn’t work,” because then it would feel more human. I’m not going to go deliberately blow it, so… we may be waiting a long time for a failure. Applied Improvisation works.

Patrick Short is the co-author of Jill and Patrick’s Small Book of Improv for Business. He’s currently attempting to convince Oregon Ballet Theatre that a little improv training could go a long way toward reducing dancer fear of improvisation in performances.

Paul Z Jackson on the Myths of Improvisation

Over the weekend, my family was invited to a very pleasant backyard dinner with three families. Talk always turns to what we all do, and it did. There was a professor of German, an advertising exec, a project manager for Xerox and a gentleman who works in renewable energy membership programs for utilities.

“So you two own a comedy club?” Yes, we do, but there’s a little more to it, and off we went. I’m always interested in what other people do, and how they do it, but I’m finding that we are a curiosity.

The inevitable “I could never do that,” and “I’m not funny enough, ” came up. Frankly, most of the time offstage, we’re not funny, either. And this got me to pondering, in a quiet moment over iced latte and ice cream, about the myths that continue to weigh us down in improvisation.

Today, I caught a tweet in the feed from Paul Z Jackson, the President of the Applied Improvisation Network, about the myths of improvisation. I could rewrite what he said, but I’d rather just pass it along:

 

“Experienced improvisers tend to be very enthusiastic about their craft. Yet many people unfamiliar with improvisation imagine they won’t enjoy it. They feel daunted or even frightened. It’s a response that goes beyond a natural caution when dealing with the unexpected – after all, we face uncertainty every day.

This contrast can perhaps be accounted for by various myths circulating about improvisation. Here is the first of three of the most prevalent.

Myth #1: You have to be funny

One myth says you have to be funny. This myth has two main sources. The first is that many people see improvisers creating comedy shows on stage or on TV (Whose Line Is It Anyway? as perhaps the most popular example), so they simply equate improvisation with the performance of comedy. In my view, improvisation is not necessarily about performance or about comedy. The second source is that even in contexts where there is no performing, the moment of improvisation is often funny because of the element of surprise. Laughter is generated by wit or by relief from the straitjackets of tension.

Of course it’s okay to perform and it’s wonderful to be funny. But the principles and techniques of improvisation are not about being funny, and trying to be funny is generally a mistake. It’s also a misleading trap, responsible for excluding people who think they cannot be – or who have no desire to be – funny.

Improvisation is about connecting, listening, adding, engaging with uncertainty, been present in the moment, attending to the here and now. You might do that for the purpose of being funny. Equally, you might be aiming to get better work from a team; or using improvisation skills to be more confident in how you present yourself.”

Myth #2: Improvisation is for when it goes wrong

You are often called upon to improvise when things don’t go according to plan.

Many of the natural language uses of improvisation reflect this. For example, “It was raining, I did not have my umbrella with me so I improvised some shelter with a sheet of newspaper.” Or, “We were ship-wrecked on the beach so we improvised a hut.”

But it’s not always when something is wrong or plans go awry: it may be that circumstances are slightly unusual or unexpected. You watch a football match and the sports commentator says, “Oh, he wasn’t expecting the winger to make that run, so he’s improvised a clever pass inside.”

Our view is that you can also improvise as a deliberate first choice – with no question of anything having gone wrong. Suppose you know that you will be facing conditions of uncertainty. Or you know that you want to create something new with other people. In such circumstances it makes good sense to choose to improvise. You appreciate that you don’t need to have everything planned. You come in ready to see what happens, to adapt and to respond as events unfold.

Now you find yourself improvising as things go well, able to delay decision-making until the optimum moment, operating with more information, with timely responses to exactly what’s there.

This is the quality of improvisation recognised by surgeons, firefighters and the military. You find it in organisations that devolve responsibility to a front-line, because they appreciate complexity and value what emerges. It accompanies a view of the world not as a static, mechanical model with traditional cause-and-effect predictability, but as a more flexible place, in which reality is not a simple and obvious given, but co-constructed as we go along, client and practitioner, person to person.

That is the sort of improvisation we’re primarily focusing on here: Improvisation by design, where you do it by choice, build your skills and flourish by applying them.

The third myth says that improvisation is chaos.

It’s not. There’s a continuum from complete predictability through complexity and onto complete chaos.

Chaos is chaos, where there’s no structure, no order and no predictability. Improvisation applies best in conditions of complexity – when there’s both structure and freedom; planning and responding. A great deal of our lives takes place in those conditions.

We are always adapting and responding within the normal circumstances of everyday life. Almost every conversation is unscripted, for example. Unless a journey is utterly routine, it will contain improvisational elements – what you see along the way, who you interact with. So it makes sense to think about improvisation as offering support for everyday life, which is somewhere between chaos on the one hand and formulaic fixed structure on the other.

There are doubtless other myths of improvisation; those are three key ones we hear a lot, and it’s good to dispel them so that we can really get cracking on the bits that matter.”

Paul’s blog is at http://www.impro.org.uk/blog, and you can email him at info@impro.org.uk.