Recently I read the book “The Checklist Manifesto” by Atul Gawande. 

“An essential primer on complexity in medicine” is what New York Times states about his book whilst The Hindu states this as “An unusual exploration of the power of to-do list”.

As an individual committed to perfection, in constant search of scientific and smart ways to test/prevent and as an architect of Hypothesis Based Testing, I was spellbound reading this brilliantly written book that made the lowly checklist the kingpin, to tackle complexity and establish a standard for higher baseline performance.

The problem of extreme complexity The field of medicine has become the art of managing extreme complexity. It is a test whether such complexity can be humanly mastered: 13000+ diseases, syndromes and types of injury (13000 ways a body can fail), 6000 drugs, 4000 medicines and surgical procedures each with different requirements, risks and considerations. Phew, a lot to get right.

So what has been done to handle this? Split up knowledge into various specializations, in fact, we have super specialization today. But it is not just the breadth and quantity of knowledge that has made medicine complicated, it is also the execution of these. In an ICU, an average patient required 178 individual interactions per day!

So to save a desperately sick patient it is necessary to: (1) Get the knowledge right (2) Do the 178 daily tasks right.

Let us look at some facts: 50M operations/year, 150K deaths following surgery/year (this is 3x #road-fatalities), at least half of these avoidable. Knowledge exists in supremely specialized doctors, but mistakes occur.

So what do you when specialists fail? Well, the answer to this comes from an unexpected source, nothing to do with medicine.

The answer is: THE CHECKLIST

On Oct 30, 1985, a massive plane that carries 5x more bombs roared and lifted off from the airport in Dayton, Ohio and then crashed. The reason cited was “Pilot error”. A newspaper reported, “this was too much airplane for one man to fly”. Boeing the maker of this plane nearly went bankrupt.

So, how did they fix this issue? By creating a pilot’s checklist, as flying a new plane was too complicated to be left to the memory of any one person, however expert. The result: 1.8 million miles without one accident!

In a complex environment, experts are against two main difficulties: (1) Fallibility of human memory, especially when it comes to mundane/routine matters which are easily overlooked when you are strained to look at other pressing matters of hand (2) Skipping steps even when you remember them, as we know that certain steps in a complex process don’t matter.

Checklists seem to provide against such failures and instill a kind of discipline of higher performance.

Peter Provonost in 2001 decided to give a doctor’s checklist a try to tackle central line infections in ICU. So what was the result after one year of usage? Checklist prevented 43 infections and 8 deaths and saved USD 2M! In another experiment, it was noticed that patients not receiving recommended care dipped from 70% to 4% and pneumonia fell by a quarter and 21 fewer parents died.

In a bigger implementation titled the “Keystone Initiative” (2006) involving more hospitals of 18-month duration, the results were stunning- USD 17M saved, 1500+ lives saved!

ALL BECAUSE OF A STUPID CHECKLIST!

So where am I heading? As a Test Practitioner, I am always amazed at how we behave like cowboys and miss simple issues causing great consternation to the customer and users. Here again, it is not about lack of knowledge, it is more often about carelessness. Some of the issues are so silly, that they can be prevented by the developer while coding, and certainly does not demand to test by a professional. This is where a checklist turns out to be very useful.

In an engagement with a product company, I noticed that one of the products has a product backlog of ~1000 issues found both internally and by the customer. Doing HBT level-wise analysis, we found that ~50% of the issues could have been caught/prevented by the developer preventing the vicious cycle of fix and re-test. A simple checklist used in a disciplined manner can fix this.

So how did the checklists help in the field of medicine or aviation? They helped in memory recall of clearly set out minimum necessary steps of the process. They established a standard for higher baseline performance.

Yes! HIGHER BASELINE PERFORMANCE. Yes, this is what a STUPID CHECKLIST CAN DO!

So how can test practitioners become smarter to deliver more with less? One way is to instill discipline and deliver baseline performance. I am sure we all use some checklist or other but still find results a little short.

So how can I make an effective checklist and see a higher performance ? Especially in this rapid Agile Software world?

This will be the focus of my second part of this article to follow. Checklists can be used in many areas of software testing, I will focus in my next article on ‘How to prevent simple issues that plague developers making the tester a sacrificial goat for customer ire by using a simple “shall we say unit testing checklist”.

nanoLearning on “Thinking Visually” using Sketchnotes from Anuj Magazine, Citrix.
The video of this smartbits is available here.

Ashok : As an avid visual thinker who uses Sketchnotes to communicate, please tell us the importance of visual thinking and how it can help us understand/think better and influence people?

Anuj : I think, one of the ways Visual thinking has helped me is to find a way to better stay in the moment and what I mean by that is when we are in the moment, we will be able to appreciate life even more than what it is. So, staying in the moment in one of the big benefits. While I don’t claim to be a big one, every artist seeks inspiration from life happening around them and the quest of seeking that inspiration itself is one that lets you live that moment better than in a condition without that, so that is one. 

The second way visual thinking I believe has helped me is – One of my online friends is Tanmay Vora, a very good Sketchnote artist. One of the blogs that he wrote and that stayed with me, talks about one of the principles he follows  – to consume less and create more. In essence, what he means by that is, people with all the revolution which has happened around smart phones are always consuming content. We can blame apps for it – in a way they have been designed to create that stickiness, but we are always in the consumption mode. What happens if we start eating lot of food? It shows up on our body. Ironically, consuming lot of content does not show up as visibly in our minds. We can feel our minds getting bloated up, getting overwhelmed with lot of stuff, but you got to catch those signals. So, in order to balance it out, one of the principles of consuming less and creating more comes into picture. How it helps the visual thinker in me is that if I read stuff, I try to restrict myself to reading good stuff, and whatever I read I have a kind of pact with myself that I will create something out of that, be it a blog, a sketch or some other consumable form. That really creates balance because you are not holding up information for too long and getting it to stale in your mind without it being put to the right kind of use.

Third way visual thinking has helped me is – I will tell you an instance where I had organised one of the sessions on quantum computing. As complex a subject as that is in today’s times, it was equally important for people to figure out how to explain it simple. So, one of the things that I had set myself to do in that session was to Sketchnote the session live. Eventually, it turned out to be a good summary and in doing so, I realised that Sketchnoting is helping me actively listen to the speaker. What I mean by active listening is that again I am not consuming the content for the sake of consuming the content. I am creating something out of it and also actively removing the noise out of the whole experience of listening. You can’t write each and every word in a Sketchnote, but you can write the key points and summarise it. I did present it to the speaker after the event. So, bringing in the ‘intention’ in the listening is one of the key traits that I learnt. 

Overall, the main areas where visual thinking has helped me, is to be more aware, be more present in situations and listen intently and balancing that continuum of creation and consumption which is important.

Ashok: So what you are saying is it does help you certainly be more mindful, absorb better and obviously assimilate it and keep up with the most important things so to speak and do it very continually along with the person who is doing his job.

Anuj:  I would like to add how will it help QA professionals.More often QA professionals find themselves in a situation where the bug reports, unfortunately still are considered as the key output. In absence of any innovation happening in creating new bug reports, they are again thought of as one of the predictable outputs from the profession. What if you create a Sketchnote out of a bug report? I think that might help people look into your bug with more interest and getting more motivated to fix them.

Summary
This article is about views on quality from CIOs curated from a list of interesting articles. It is felt that solution quality is one of the Top-3 challenge doing DevOps adoption with reducing technical debt as a key focus area for 2019. Some of the interesting views from CIOs are “there’s no way you can satisfy the demands of digital transformation without DevOps, Continuous Testing”, “address testing and ensure it advances your digital transformation initiatives rather than holds them back”, “can’t risk disrupting frequent deployment,  this is where Continuous Testing comes in.”

Quality of solutions is a challenge during DevOps adoption
Based on Gartner’s 2019 DevOps Survey, ensuring the quality of solutions is among the top 3 challenges encountered during the adoption of DevOps. According to them,application leaders guiding a digital transformation initiative must make continuous quality the technical, organizational and cultural foundation of their strategy.

Many organizations are on a journey with DevOps, practicing continuous development and continuous deployment, yet a continuous approach to quality is often missing. Basic functional quality goals, is not sufficient to satisfy the quality expectations of the users, the business or the market. The growing pervasiveness of mobile, web, cloud and social computing scenarios has raised end users’ expectations for application quality. The notion of what constitutes superior quality has become much broader and includes overall user experience, quality of service (QoS), availability and performance, as well as security and privacy. It is no longer sufficient that the application just works. It must provide an optimised experience that leaves the user wanting to engage more and interact again. 

(Ref: https://www.cio.com/article/3411568/transforming-software-testing-for-digital-transformation-it-leaders-can-t-afford-to-wait.html)

Reducing technical debt needs increasing focus
When CIO.com asked CIOs “What are your top priorities for 2019?”, reducing Tech debt was 2nd most popular response. CIOs say reducing technical debt needs increasing focus. It isn’t wasting money. It’s about replacing brittle, monolithic systems with more secure, fluid, customizable systems. CIOs stress there is ROI in less maintenance labor, fewer incursions, and easier change. (Ref: https://www.cio.com/article/3329741/top-priorities-for-cios-in-2019.html)

CIO’s views on Digital Transformation
Here are some views from CIO on Digital Transformation, consumer expectations, and hence the changing expectations from testing.

Rajeev Ravindran, SVP & CIO, Ryder System, Inc.
“Oftentimes, when people talk about digital transformation, they are really talking about technology. For me, taking the company “digital” is both about technology and a mindset shift. As a part of this mindset shift, we are moving from an applications-focused environment to a product-focused environment. In our new model, we look at every application as a product that has a life cycle determined by a product owner, who is typically in a business function other than IT.”

“In IT, we are moving from a linear thinking perspective to design thinking, and we are moving from waterfall to iterative. The goal of these changes is to create a customer-centric culture, whether those customers are internal or external to Ryder. The customer centric culture along with a product mindset will help with operational efficiency and revenue growth.” (Ref: https://www.idgconnect.com/interviews/1502117/cio-spotlight-rajeev-ravindran-ryder)

Andy Walter (Procter and Gamble)
“I think Continuous Testing is going to be core to companies being able to dynamically evolve their structures, their M and A, joint ventures, all these types of areas. While we were doing the Cody divestiture, we started a covert project of “how are companies going to be structured in the future?” And there’s no way you can satisfy the demands of digital transformation without DevOps, Continuous Testing, and the speed and agility they enable.” 
(Ref: https://www.itproportal.com/features/cios-share-why-software-testing-matters/)

Jennifer Sepull (USAA, Kimberly Clark, American Honda)
“I think the beauty of creating a DevOps model is that you have a powerful team that is empowered to really connect with the consumer. When those teams come together in that powerful way, and they own the entire end-to-end process, there’s opportunities for innovation. Application development and testing are absolutely critical to making sure that those innovations, or that connection with the consumer, can happen.” This means that you have to address testing and ensure it advances your digital transformation initiatives rather than holds them back.” 
(Ref: https://www.itproportal.com/features/cios-share-why-software-testing-matters/)

Robert Webb (Etihad)
“.. I know that software testers can make the CIO’s survival rate higher—but they can make the company more profitable, make it safer, and help it grow faster. If they make your testing faster and get your new apps out there, you can be more competitive. And if they can do that while lowering costs, that’s remarkable..” “..Transforming testing is pivotal for accelerating how software is digitising the business.” 
(Ref: https://www.itproportal.com/features/cios-share-why-software-testing-matters/)

Vittorio Cretella (Mars)
“We have to really understand how the user is reacting and how to achieve this optimal customer experience..”  “.. To accomplish this, we need constant deployment. But we also have to ensure that deploying functionality daily or hourly always improves the user experience. We can’t risk disrupting it—so this is where Continuous Testing comes in.” 
(Ref: https://www.itproportal.com/features/cios-share-why-software-testing-matters/)

Andreas Kranabitl (SPAR ICS)
“..I believe that the most important element in digital transformation is people. We cannot have people spending their time on software testing tasks that can and should be automated. There is much higher-level work to do. We need future-oriented staff, and we can’t afford to make them suffer by asking them to do needless manual testing.” 
(Ref: https://www.itproportal.com/features/cios-share-why-software-testing-matters/)

Robert Webb ( Etihad Aviation Group)
“..Can you make my testing faster and get my new apps out there so I can be more competitive? Can you do that in a way that makes testing more automated and safer, and can you do that while you’re lowering costs? This is something that is very, very unique, and I think we all have a wonderful opportunity to be part of this revolution..” (Ref: https://www.tricentis.com/blog/digital-imperative-software-transformation-cio/)

Right brained creative thinking comes in handy to go beyond the left, to enable us to vary the paths, discover new paths and improving outcomes. Thinking creatively is about thinking visually, thinking contextually and thinking socially, using pictures to think spatially, using application context to react, experiment and question and then morphing into an end-user respectively.

Click here to read the full article published in Medium.

A logical ‘left brain’ thinking is essential to good testing. Testing is not just an act, but an intellectual examination of what may be incorrect and how to perturb them effectively and efficiently. This can be seen as a collection of thinking styles of forward, backward and approximate using methods that can be well-formed techniques or high order principles that is based on an approach of disciplined process, good habits and learning from experiences.

Click here to read the full article published in Medium.

The medium that we choose to express our thoughts that emanate from our language-driven thinking is key to expressing well. Good expression is key to being clear and ensuring clarity in communication to others.

Any friction that can impede the free-flowing thoughts is very unwelcome, hence the medium of expression plays a vital role in the final transformation of thoughts to actionable ideas. A loose frictionless paper medium is very suited for early-stage ideas whilst a strict template/tool is more suited for capturing ideas fully and clearly.

Click here to read the full article published in Medium.

Clarity is often a reflection of the mind and great clarity implies an uncluttered mind. The style & structure of sentence matters to the way we think, understand, design, act and analyse. How we string the sentences and communicate is key to seeing everything and spotting the missing.

A judicious mix of unstructured human friendly(descriptive) storytelling approach with structured action-oriented prescriptive (rule/criteria based) approach and fact-rich visual approach expands the cognitive abilities enabling us to see the expansive full picture and also allowing us to swoop down as necessary.

Click here to read the full article published in Medium.

This is the first article in the series of twelve articles “XII Perspectives to High-Performance QA”, outlining interesting & counter-intuitive perspectives to high-performance QA aligned on four themes of Language, Thinking, Structure & Doing.

In this article under the ‘LANGUAGE’ theme, we examine how language helps in enabling a mindset of brilliant clarity to ‘High-Performance Thinking”. Here I outline how various styles of writing, various sentence constructs & sentence types play a key role in the activities we do, as a producer of brilliant code from the QA angle.

Click here to read the article published in Medium.