Sunday, September 09, 2018

The Einstein Challenge: American Chemical Society Article Restated

By: Gary J. Salton, PhD, Chief: Research and Development
      Shannon C. Nelson, CEO
      Professional Communications, Inc.

Albert Einstein is said to have held that “If you can’t explain it to a six year old, you don’t understand it yourself.” The following blog tests the authors understanding of their recent American Chemical Society book chapter titled “Gender and Thought Diversity in Chemistry.” We have restated that scholarly article into a form that we believe could be understood by a child. The reader is left to judge whether we have fully met Einstein’s challenge.

There is always something wrong in the world. There is a good reason. Culture moves slowly. Culture is the way we treat each other. It is slow to adjust because millions of people have to decide to do about the same things at about the same time.

Technology moves fast. Technology does not have to wait for agreement. It can be deployed as soon as it is discovered or created. If the technology affects how we relate to each other, we can get a problem. For example, it used to take all day to wash a family’s clothes. It took hours to prepare a meal and that had to be done 3 times a day.  There were no vacuum cleaners; it took hours just to sweep and dust. In this world, it made sense to divide up the work—economists call that division of labor—between the husband and wife. One person made the money. The other created a home for everybody to live in.

Then technology changed the world. Suddenly there were lights, washing machines, packaged foods, medicines, cars, airplanes, adding machines and on and on and on. The division of labor that worked well in earlier times no longer made sense. People had to figure out some new way of treating each other. 
It takes a lot of time to adjust a culture. Millions and millions of people have to sit around kitchen tables, desks and classrooms and talk. They have to decide what works for them. They also have to think about how what they decide will affect others—their neighbors, work mates and even other citizens. Then somehow all of these individual decisions have to be reconciled—you know, made to fit together.
This whole process can take lots of time.  There are millions of people involved. If all you did at school was to count to one million would take you about a month. For you a year is a long time. For culture 50 years is a blink of an eye.  This long process is what is happening in science and engineering.  The change has started but it is far from being done. You and your classmates are the ones who will make the new and better world happen.

Girls are half (50%) of the world population. But only about 13% of engineers are women.  Neither science nor engineering depends on physical ability so differences in strength don’t matter. Boys and girls have about the same brainpower. Both genders can do the job. So why are not there more girls in engineering?

People are pretty good at inventing reasons that something is happening. Girls might say that the boys are keeping them out because they are “pigheaded clouts.”  The boys may say that the girls do not like to do engineering jobs and are not very good at it.  And both the boys and girls can link all of their “reasons” together to create stories. All of these stories, those of both boys and girls, sound like they might be true. The problem is that no one really knows for sure. And figuring out what is really happening can get even harder.

Sometimes if you believe a story you can make it come true. Once upon a time people believed that girls were not good at math. So people discouraged girls from going into it. Fewer girls went into math. That meant that there were fewer girl mathematicians. People then looked at the field of math, saw few women and said “see, girls are not good at math and that is why they are not there.”
What happened was that girls faced a “stacked deck” in math. A stacked deck happens when you arrange the cards in a deck so that the chance of a player winning is low. The chance is not zero. Sometimes a player will win. It just will not happen as often as it should. That is what happened in math.

There were a few brave girls who beat the odds. They put up with a lot of bullying from the boys who did not think they should be there. When those brave girls graduated they had a harder time getting a job. When they did get a job it usually was not as good as the ones the boys got. This gave the boys more evidence that “girls were not as good at math.”

What everyone believes is not necessarily true. And there was always evidence that girls were just as good as boys in math. For example, a woman named Julia Robinson solved Hilbert’s Tenth problem—one of the hardest problems in mathematics. And it was important. The future of computer programing depended on it. Julia solved it. She was later elected President of the American Academy of Arts and Sciences as a result. That is one of the highest honors a scientist can get. Girls are just as good at math as are boys.

 And there were other women doing very hard things. A woman named Grace Murray Hopper invented one of the first computer languages—COBOL.  The reason you call a glitch in a computer program a “bug” is because that is what she named it. We all owe a lot to Grace Hopper.

So you can beat a stacked deck. But it is hard. And a lot of girls who could solve hard problems never went into math because of the stories people invented. The fact that the girls were not in math hurt boys, girls, men, women, moms, dads, babies—everyone.

The girls who could have gone into math but did not could have made Artificial Intelligence better. They could have helped nanotechnology make advances faster. Space exploration might be easier. Medical imaging might get better.  Nobody wins when you are playing with a stacked cultural deck. All you are doing is keeping talent away from the problems that it could fix.

We thought that the same thing that happened in math might be happening in Engineering. Lots of people were making up lots of stories about why there were so few women in engineering. Making up stories is easy. We wanted to let the data--facts, statistics, factual input—create a story.  If we did the job right we could be pretty sure that whatever we discovered would be true.

The first thing you have to figure out when you are letting data build a true story is to decide what you are going to collect data on. You have lots of options. You could try to measure emotions—you know; how people feel. Or you might look at the kinds of companies people work for. Or you could try to get data on the family situations of women. The list is endless.  And all these different ways of investigating are legitimate. The issue is whether they will produce a story that we can use to make the world a better place.

We decided to use information processing as our tool for looking at engineering. We figured that whatever was causing the boy-girl discrepancy had to involve how people understood the world that they lived in. And the only way anyone can understand the world is by processing the information that the world provides.

Information processing is pretty simple. People have invented a 3-box model for showing how it works. The model involves identifying the kind of information you look for to address the issue—your input. The kind of thing you are trying to get done—your output. And how you go about connecting your input with your output target—the process you are using.  Here is a picture of the model.

The reason that the model is important is that it sets the kinds of things you can and will do. For example, if you do not notice something you cannot take action based on it. It does not matter how you feel about it. You simply don’t have the input information needed to do anything. 
The model can even set how you do something. If you choose to collect detailed input you can be precise. If you gloss over the detail you will not have the information that precision usually requires. Lots of other things are also set by the kind of information you choose to search out for and accept.

What you intend to do with your input information—your output—also affects how you do things. You might choose to plan a course of action before doing anything. Or you might just choose to act based on what you think might work. If you choose to plan, it will take time and effort.  If you choose to act without a plan you will probably be faster but the result will be less certain.
When you got up this morning you chose the clothes you are wearing. How did you do that? When you got to school you might have chosen to go right to your seat instead of talking to someone. Why?  These are decision we make all of the time. You make thousands of these kinds of decisions every day. If we had to think about every one of them we would never get anywhere.  We get around this problem by figuring out standard ways of doing things. We reuse ways of doing things that have worked for us in the past. This is our “process” box working. It is just the pattern we use to connect our input and output.

The information processing model works for you as an individual. But it also affects how other people see you and treat you. For example, if you choose to use your input to plan other people will probably would not see a lot of action. Planning is mostly a thinking kind activity.

People watching you cannot see your thinking. They would not see much happening. It could be easy for them to think you are disinterested. The same kind of thing could happen if you choose to use your input for action. People watching you might judge you to be careless or reckless even if all that you were trying to do was to fix the issue quickly.

The reason people watch what you are doing is that it affects them. What you do can help or hinder this other persons goals. They watch what you do and make attributions on what you are likely to do in the future. Attributions are just little stories that we use to figure out what people are likely to do in the future. They might be true or might not. No one really knows. But we use them anyhow because we have to. What we do affects other people. What they do affects us. It is only smart to be able to know what to expect. Attributions do not have to be right all of the time. They just have to be right more than they are wrong most of the time.

So, we knew what kind of information we needed to try to answer the question of why there are so few girls in engineering. The next question was to figure out how we could measure things in order to get that information.

We have developed a tool that can measure your information processing choices. It is called “I Opt”. Using it we can figure out how you are likely to approach new issues you face. We can also figure out what other people are likely to think about you as you make those choices.

We do not know exactly what you or anyone else will actually do. What we do know is just how you are likely to go about making that choice. That is enough to tell us a lot about what is going to happen in a particular situation. Engineering is a situation where people have to work together to get something done. Knowing how people are likely to work together can help us figure out what is going on in that situation.

 “I Opt” only works for grown-ups.  At your age you can choose to be anything you want to be. But sometime between now and when you are fully grown you will probably choose an information processing approach. You will probably choose an approach that works most of the time in the kind of job you choose to do. A fireman has to pay attention to different things than does a brain surgeon. There are lots of different kinds of jobs. They need lots of different approaches to do them right. There is no one right way to do things.

Our “I Opt” tool works to measure these different approaches. We had to make sure that it measured things right. We wanted to be sure that we were not using a rubber ruler. We did this through a process called validation. A lot of smart people in statistics figured out eight tests to be sure that a ruler really works. “I Opt” passed all of the tests. It is kind of like testing your knowledge of mathematics.  If you get all of the answers right the teacher can be pretty sure you know the subject.

Next we needed to figure out how we were going to apply our “I Opt” measuring tool.  It is impossible to talk to everybody. So we used what is called a sample. A sample is just a piece of the thing you are trying to measure.  It is kind of like when you go to the ice cream shop. They might give you a taste of a particular flavor. That is a sample. You use it to figure out if you want a whole ice cream cone made out of it.

We did the same kind of thing with our measurements.  But our sample was a lot bigger.  We got thousands of people to tell us how they process information. To do that we used a survey.  Our survey is just a bunch of questions. We use the answers to measure input and output and then we figure out how people connect them—the process. 
This way of doing things gave us a pretty big sample—kind of like getting a big scoop of ice cream to taste instead of just a little spoonful. That made us pretty certain that it would tell us what the whole thing—engineering in our case—was really like. 
So, we had a question—why aren’t there more girls in engineering. We had a measuring tool—“I Opt” technology. And we had a bunch of people—both men and women—who could act as a sample.  The next thing to do is to actually apply our tools in the real world of actual people.

What we discovered is that the question of why there are so few girls in engineering is not easy to answer. The first thing we had to do was to figure out what was involved in doing engineering. We found out that doing engineering is pretty much a thinking kind of job. Engineers spend a lot of time figuring out all the things that might happen. Then they figure out the kinds to things that they can do if those things really do happen.
We have a name for the kind of approach you have to use to do that kind of job. We call it “Hypothetical Analyzer.” The things that might happen are called hypothesis in the grown up world. Figuring out what to do with them is called analysis. That is how we came up with the name. In fact, that is how most names in science are created. They describe what you are talking about.

So at the end we knew what engineers did. We then had to figure out if there were any differences between men and women –boys and girls when they were your age—who work in engineering. We found that both men and women depended on thinking through things through before acting. Men and women engineers do engineering in about the same way most of the time. This main way of doing engineering cannot be the cause of why there are so few women in engineering. The same cause—scientists call this a variable—cannot explain a difference in a result.
We call the way people do things most of the time their primary style. But nothing works all of the time for everything. We all have the ability to use all of the different approaches to a problem—we all can plan, act decisively, be creative or follow procedures exactly. But we also tend to favor one or the other of these approaches as our second choice. We named this fallback option our secondary style—a clever name, don’t you think?

When we looked at the secondary styles in our sample we found a difference between men and women engineers. Not a big difference but one what would be noticed as men and women worked together solving engineering problems. The difference was about 10%.  In other words, men and women would disagree on the right secondary approach one time in every ten.
More men than women would choose an experimental “let’s give it a try” approach.  More women than men in engineering would prefer to solve the problem using a way that they already knew would probably work. The men’s way might work better but it has a greater risk of failure. The women’s way is more certain but does not have the possibility of a big improvement.

Who is right? Which way is better? It is a silly question. It’s like asking if apples are better than peaches. Both are good. Both are fruit. You can be equal and still be different. 
The choice of the “best” fruit to eat has no consequence beyond the eating. If you choose an apple this time you can still choose a peach the next. In the case of engineering the story is different. The small differences that occasionally happen can affect the future. These disagreements can cause people to make attributions. You remember—attributions are just little stories about why something happens.
The men engineers want to try new things—not all of the men, just some of them. The women engineers want to use what they know already work—not all of them, just some. The men who want to try new things “attribute” the choice of the women who disagree with them as “because” they are less creative. The women are rejecting the creative option because they believe they have a better one. But the fact that it is not true does not matter to the attribution. The ten percent of the women involved really did reject the creative option. This gives the men involved “evidence” that the attribution is true.

Just as happened in math, if you believe a story you can make it come true. There are about 87 men for every 13 women in engineering. The few men who have been affected by the disagreement have a lot of other men to talk to about women’s creativity. If only a few of these other men believe the story those men can talk to still other men. It is kind of like a relay race. Every time the story is passed more people come to believe it. Sooner or later “everyone” comes to accept the story. The attribution has been made to “come true.”

The attribution has an effect. Women trying to enter engineering are treated as if they were inferior—less able to do the job. A tone of condescension—a kind of snobbery—is adopted by the men. Women are tolerated but not welcomed. Women looking at this judge the condition as not good for them. They start looking elsewhere for jobs. Fewer women go into engineering as a career. The men look at the situation as “proving” that women are not as good as men in engineering. The same thing as happened in math could be happening today in engineering.

Engineering ended up at the bottom of the pile in its share of women. Almost every other profession has more women than does engineering. Those other jobs can be just as tough as engineering. It is not the engineering job keeping women out.  It has something to do with the way women are being treated within engineering. Our study suggests that that “something” is the false attributions—those little stories—that men engineers tell each other.

Our initial study made some sense. However, we also knew that sometimes things that seem to make sense turn out to be wrong. So we decided to test our thinking by comparing chemical engineering to chemical science. Choosing to compare chemical engineering to chemical science cancels out a lot of “reasons” used to support any negative attributions being made in chemical engineering.

Both chemical science and engineering use the same kind of knowledge. They both require about the same kind of education. They both work with the same kinds of tools. The only difference is that engineers tend to produce “things” while scientists produce knowledge—the how and why things work as they do.

But there is another big difference. Chemical science has a lot more women. There are about 34% of women in the chemical science workforce.  Chemical engineering has only 17% women—more than for engineering as a whole but still very low. Engineering is still at the bottom of the pile.  We compared the women in both science and engineering and found that they were identical in the way they processed information. Whatever was causing the difference in participation we knew that it was not in the kind of women who were going into the two fields.

Then we compared the men. The men in both chemical engineering and chemical science had the same primary style. They both used the thinking Hypothetical Analyzer approach.  But when their primary thinking approach did not work a difference appeared. The men scientists tended to rely more on an experimental “let’s give this a try” as their secondary approach. The men engineers tended to rely more on trusted methods that worked in the past. And this can make a big difference in the kind of attributions people make.

The greater reliance on the experimental approach makes it easier for men scientists to accept differences in opinion on what should be done. For the chemical scientist the women’s greater use of trusted methods is just another option. Not right or wrong, just different. There is no need for the men to make attributions to help defend their position. A stream of different ideas and options are just the ordinary way things get done science.

The acceptance of different approaches as being equally valuable means that the atmosphere in science is more favorable to women. As a result twice as many women choose chemical science rather than chemical engineering. This finding tends to confirm the major part of our study of engineering. It is not engineering that is driving women away. It is probably the false narrative—the untrue story—that is doing the job.

Does our study “prove” women are staying out of engineering because of false attributions? No but we can be pretty sure that at least some women are not going into engineering because of the attitudes of the men in the field. Those attitudes are at least in part due to the attributions that have been made in the past about women’s engineering abilities.

Our study also tells what is likely to happen in the future. As more and more young women enter engineering the attribution stories the older men are telling each other will start falling apart. Just as happened with Julia Robinson in math, it is hard to ignore talent when it has been given a chance to be displayed. The more women that enter engineering, the more women will get a chance to show what they can do.

What we old guys can do is to try to make it as easy as we can for young women to get into engineering. This study is part of that effort. Our comparison of chemical science and engineering has shown that women can be as successful in engineering as in any other field. We have also shown how little differences can be used to build an attribution that can then be made to “come true” simply by being believed.  That attribution will fall apart as more and more women enter engineering. They can do the job just as well as men. That talent will show. As it does the attribution stories will crumble—fast.

The story told by this study is a good one. The problems found were not structural. They are an artifact built on a weak foundation. The ball is already rolling to fix the issue of low participation of women in engineering. Women, men, boys, girls—everybody—are  going to be better off in the future as this issue moves from a current problem to a footnote of history.

Wednesday, June 27, 2018

Secondary Research Index


This index is a summary of publications based on Organizational Engineering and “I Opt” technology primarily written by third parties. A majority of the citations involved insights gained from the actual application of “I Opt” technology in operational situations.
During this period “I Opt” technology was still new. Theory indicated that the technology was broad in terms of the range and areas of its application. These early publications tended to test and confirm this proposition. A number also focus on the relation of “I Opt” to other theories and instruments popular at the time of publication. Finally the articles tend to contain an element of exposition of the theory since it was new and unfamiliar at the time.
All of the articles are serious efforts containing cross references to other tools, theories, techniques and publications. The quality of the authors testifies to this condition. Many have PhD credentials, are high level executives and/or hold academic university positions. None of the articles are purely promotional marketing efforts.

One of the publications cited is the Journal of Organizational Engineering. The journal was a print publication distributed via mail prior to the wide availability of the internet. It maintained a distribution of approximately 600 to 1,000 during its lifetime. It ceased publication with the widespread availability of the internet access.

Text: MSWord & PDF version of this index is available on request

Project Management Journal (A Project Management Institute publication)
by: Ralph L. Kliem, March 1996
     President, Practical Creative Solutions (Project Management specialist)
     Harris B. Anderson
     Independent Consultant
Mr. Kliem and Mr. Anderson outline some of the basic characteristics of “I Opt” styles as they are applicable to project management situations.
Text: MSWord & PDF Summaries: Available on request

Marketer, Journal of the Society for Marketing Professional Services
by: Catalina Parada and Jeffrey Miller, February 1997
      Principals at Jeffrey Miller & Associates (Consultants)
The article applies “I Opt” technology and organizational engineering principles to firms in Architectural & Engineering. A case study is used to illustrate the application.
Text: MSWord & PDF Summaries: Available on request

INTERFACES: Journal of the Institute for Operations Research and Management Science
by:  Benjamin Lev, PhD, December 1997
       Professor, School of Management, University of Michigan-Dearborn
The article reviews Organization Engineering published in 1996 by Gary Salton. The article provides an overview and points out that the book is written with a focus on the practitioner rather than the academic theoretician.
Text: MSWord & PDF Summaries: Available on request

Journal of the Organization Development Network
by:  Richard E. Daly, PhD, December 1997
      David Nicoll, PhD
      Independent Consultants and educators
Dr. Daly and Dr. Nicoll show that “I Opt” technology can be used to explain and expand the Tuckman Model of team development (i.e., Forming, storming, norming and performing). The authors recognize the Tuckman model as dated but still in use at the time of publication.
Text: MSWord & PDF Summaries: Available on request

Visions, Journal of the Product Development Management Association
by: Steve Ungvari, Consultant (Development, Quality and Logistics), July 1998
Mr. Ungvari outlines “I Opt” technology and applies it and organizational engineering principles to two case studies in the area of product development. One case centers on an unpredictable leader. The other focused on an alignment issue between the leader and the group being led.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering, March 1998
by: Tom Fisher, Training Manager, The Krystal Co.
Mr. Fisher applied “I Opt” at Krystal, a chain of fast food restaurants in the Southeast of the United States. He outlines how he was able to successfully integrate “I Opt” technology with Kouzes & Posner’s Leadership Challenge model.
Text: MSWord & PDF Summaries: Available on request

The TRIZ Journal
by: Steve Ungvari, Consultant, October 1998
Mr. Ungvari outlines the applicability of “I Opt” technology to TRIZ (Theory of Inventive Problem Solving). He uses two case studies to demonstrate how the technology has been used to resolve issues in field settings.
Text: MSWord & PDF Summaries: Available on request

Project Management Journal, December 1998
by: Douglas Austrom, PhD, President Turning Point Consultants
      William Slabey, President, Ivon Corporation (Quality Consultants)
The authors outline the process of actually applying “I Opt” technology to an actual engine design team for a major automotive corporation. The authors describe the actual application of “I Opt” technology used to define the issues and those aspects of “I Opt” technology used to resolve the issues discovered.
Text: MSWord & PDF Summaries: Available on request

Great Lakes Project Management Institute Newsletter
by: Jerry Lapides, PhD, Professor, University of Michigan, March  1999
      William Slabey, President of Ivon Corporation (Quality Consulting)
The newsletter reports on the presenters applying organizational engineering to the executive board of the chapter’s Executive Committee. The “natural” advantages and inherent threats were identified and confirmed by the committee members.
Text: MSWord & PDF Summaries: Available on request

BNA Workforce Strategies, May 1999
by: Staff Writer
    The article cites Ms. Leach’s work using “I Opt” in the Federal Aviation Association’s mentoring program. ”I Opt” citations are highlighted in the text.
Text: MSWord & PDF Summaries: Available on request

ISPI Papers in Performance Technology, April 1999
by: Jerry Lapides, PhD, Professor, University of Michigan
     William R. Matthews, Senior Consultant, VSI Inc. (Marketing)
The authors outline how “I Opt” technology’s information processing foundation relates to the field of learning and professional performance improvement. The paper was presented at the International Society of Performance Improvement annual conference.
Text: MSWord & PDF Summaries: Available on request

Journal of the Organization Development Network
by: Gary Salton, PhD,  September  1999
      Charles E. Fuhrmann, Vice President of R&D, Birdseye Foods
The authors show that Dr. Edward De Bono’s popular model of creative thinking  is entirely compatible with and complementary to Organizational Engineering technology. The article demonstrates that combining them can create new insights which can work to the benefit of both models.
Text: MSWord & PDF Summaries: Available on request

Organizational Engineering Newsletter
by: Robert Childress and Dennis Brooks, March 2000
      Consultants, Workplace Consultants Inc.
The authors describe the application of Organizational Engineering technology in a live City Council meeting. The individual steps leading to the successful application are specified. This was the first municipal application of the technology.
Text: MSWord & PDF Summaries: Available on request

Industrial Management, Institute of Industrial & Systems Engineers
by: Gary Salton, PhD, December 2000
     CEO, Professional Communications Inc..
Dr. Salton provides a simplified but thorough introduction to Organizational Engineering from the perspective of an Industrial Engineer. The article covers the foundational theory through group application in readily understandable terms.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Rebecca Wilkinson, October 2000
      Production Manager, Professional Communications Inc.
Ms. Wilkinson describes the personal and professional aspects of transitioning from a profile favoring the Hypothetical Analyzer to a Relational Innovator secondary strategic style. She traces the process from the point she left her childhood home for the university to her role as production manager. She relates both her emotional experience and the objective consequences of the change.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Mae Frances Leach, PhD, October 2000
      Director, Organizational Development, FAA, Southwest Region
Dr. Leach distinguishes coaching as focused on “how to” versus mentoring which is focused on “what to.” Programs that do not recognize the difference will produce sub optimal results. Dr. Leach demonstrates how “I Opt” technology can be used to improve the management of these programs.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: David Nicoll, PhD, December  2000
     President, Merlin & Nicoll Consulting, Irvine California
     Adjunct Professor, University of California
Dr. Nicoll identifies a series of non-fatal flaws in the way firms attempt to assess job competency. These include methods of identifying core competencies, verifying them and identifying the relationship among factors. He then identifies a fatal flaw—not considering the other members of the work group within which a person is embedded. He provides a “real life” example and offers an “I Opt” based method of minimizing exposures.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Charles Fuhrmann, March  2001
      Vice President of R&D, Agrilink Foods
Mr. Fuhrmann outlines the application of “I Opt” to the unique characteristics of the R&D function. He then shows how strategic styles can be temporarily “adjusted” to meet the unexpected demands that periodically present themselves with actual examples.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: John Stepanek, June  2001
      Manager, Organizational Development, TECO Energy
Mr. Stepanek returns to the Polk Power Station to assess the durability of the intervention that he had completed about 5 years earlier. He found that the technology remained in actual use in interactions. As evidence of this value he was commissioned during the visit to repeat the intervention so as to capture new employees and relationships that had arisen since the last intervention.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Ashley Fields Ph.D., July  2001
     Senior Consultant, Shell Oil Company
Dr. Fields summarizes his doctoral dissertation research in this brief article. He shows that the concept of intuition is a natural outcome of the theory of “I Opt” technology being applied in field settings.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Rick Daly, Ph.D.,  February  2002
     Executive Vice President & Chief Learning Officer, Americredit Corp.
Dr. Daly describes how he was able to take the firm without any formal training function and to install a consolidated Organizational Development & Training capacity. Within 15 months the Fortune 1000 firm was placed among Training Magazine's top five Training and Development groups in the United States. Dr. Daly attributes the success to the insights and tools offered by “I Opt” technology.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Lonnie Reed, March  2002
      Manager of the Organizational Effectiveness & Development
      Patrick O’Brien, Senior Training Consultant
      Caterpillar Inc., Mossville Engine Center, Large Power Systems Div.
Mr. Reed and O’Brien describe how they integrate psychological, sociological (i.e., “I Opt” Technology) and monitoring tools (i.e., 360 assessments) into a successful unified program of leadership development at Caterpillar.
Text: MSWord & PDF Summaries: Available on request

Training Magazine feature article
by: Martin Delahoussaye, Managing Editor, May  2002
      Citing:  Patrick O’Brien, Training Consultant, Caterpillar
                  Rick Daly, PhD, Executive Vice President, AmeriCredit Corporation
                  Ashley Fields, DBA., Senior Advisor, Shell Company
                  Gary Salton, Ph.D., CEO Professional Communications
“I Opt” strategic styles apply to all aspects of life. This article frames them as a “learning style” instrument. It is contrasted with other learning style tools in the form of a conversation with David Kolb, PhD creator of the concept “learning style”; Peter Honey author and creator of Learning Style Questionnaire; and Lynn Curry, PhD author of multiple books on learning styles.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Gary Salton, PhD, May  2002
      Rick Daly, PhD, Executive Vice President, AmeriCredit Corporation
This article summarizes the book engineered learning. The article was written before permission from the participating firm was withdrawn due to the sale of the firm. The article effectively summarizes all of the chapters in the book without divulging the underlying data protected by the participating firm.
Text: MSWord & PDF Summaries: Available on request

Food Processing Magazine
by: Steve Ennen, Editor, October  2002
      Reporting on Charles Fuhrmann, Vice President R&D, Birdseye Foods
Food Processing Magazine devoted a cover page article to Charles Fuhrmann’s R&D group’s success in creating the “first-ever frozen soup.” The article cites Mr. Fuhrmann’s use of Organizational Engineering as a major factor in the repeated success the R&D team has enjoyed in creating new, groundbreaking vegetable products.
Text: MSWord & PDF Summaries: Available on request

Harvard Management Update, October 2002
by: Liz Simpson, Freelance Writer
     Citing Patrick O’Brien, Senior Consultant, Caterpillar Corp.
This is a brief excerpt from a longer article cites Patrick O’Brien testifying to the use of “I Opt” technology in hiring at Caterpillar. Organizational Engineering reference is highlighted in yellow.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Colette Gandelot, July 2003
      Sales & Marketing Manager, Vujovich Design-Build, Inc.
Ms. Gandelot describes her experience using “I Opt” technology to integrate herself into a new firm where she subscribed to a fast action RS strategy on a management team dominated by people using a methodical HA and LP strategies. She proceeds to show how to extend the technology to al braches of the business—customers, suppliers and new hires.
Published Article:
Text: MSWord & PDF Summaries: Available on request

Training Magazine, March 2003
Citing Richard Daly, PhD's leadership using "I Opt" in the effort
Training Magazine awards AmeriCredit 3rd Place in national rankings for their training and development function for 2002. The article cites “I Opt” technology as being instrumental in the firm achieving this status. This award was followed by a 4th place ranking in the award for the year 2003.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Brian Ludera, March  2003
      Director of Organizational Development, USF-Holland
Mr. Ludera describes a successful program that he implemented to reduce the transition time for new leaders at the freight terminals of a 9,000 person firm. The program involves a preliminary “I Opt” assessment followed by a 1-day debriefing of individuals and groups. The program is also available on an audio recording as Leveraging Leadership at .

ISPI Performance Express Newsletter, September 2003
by: Tom Schafer, Vice President of Learn & Org  Effectiveness, AmeriCredit.
      Bill Thomson, Vice President of Performance, AmeriCredit
Mr. Schafer and Mr. Thomson describe how “I Opt” technology is actually being used to guide organizational development programs at AmeriCredit Corp. They note how the technology is integrated with the Kolb Learning model.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Shannon Nelson, December 2003
      Vice President and COO, Professional Communications Inc.
This is perhaps the most popular article that has been published. Ms. Nelson outlines the factors that govern LP behavior. She also explains why those factors exist and how they contribute to our common well-being.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Jerry Lapides, PhD., October  2003
      Professor, Head of Master’s program in Adult Instruction and Performance Technology
      University of Michigan-Dearborn
Dr. Lapides describes how he actually deploys organizational engineering concepts in a Master’s level class populated primarily by graduate engineers. He describes how organizational engineering concepts are actually put into practice and the logic that guides their use.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by:  Nicole Lemieux and Steve Sienkiewicz, May 2004
      Principals, Learning and Performance Systems
Ms. Lemieux and Mr. Sienkiewicz describe the actual application of Organizational Engineering technology with the Fire and Public Works Departments of Dearborn, Michigan.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by:  Rick Norman, August  2004
      Kevin Garrett
      Independent Consultants specializing in Quality Management
Mr. Norman and Garrett identify the lack of disciplined method of allocating human resources within the otherwise rigorous Six Sigma quality technology. They proceed to define specifically how Organizational Engineering can be applied to remedy the condition identified.
Text: MSWord & PDF Summaries: Available on request

Journal of Organizational Engineering
by: Beatrice Kalisch, June  2005
      Titus Distinguished Professor of Nursing, University of Michigan
       Susanne Begeny
       PhD Candidate and Research Associate, University of Michigan
Dr. Kalisch and Ms. Begeny describe and expand upon their research into nursing teams in hospital settings. They identify multiple points of vulnerability and trace the consequences on patient care. They also off specific recommendations for improving the situations identified.
Text: MSWord & PDF Summaries: Available on request

Informally published as a bound booklet to existing client base at the time
by: Gary Salton, Ph.D., February  1994
This was the first formal publication involving “I Opt” technology. It uses the 1965 Tuckman model (Forming, storming, norming and performing stages) as a framework. The guidebook proceeds to walk through multiple meetings where “I Opt” technology is applied to sequentially to address the major elements of team functioning (e.g., goals, plans, roles, norms, decision guides and implementation). The formatted publication has been lost but an MSWord version is available.
Text: MSWord & PDF Summaries: Available on request