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Smart Choices, by Hammond, Keeney, Raiffa

Thesis: A book that bridges the gap between how people actually make decisions and what researchers have discovered about how they should make decisions.

Specific Things to Remember:

  • Work on the right decision problem – state problems carefully, acknowledging their complexity, and avoid unwarranted assumptions and option-limiting prejudice.
    • Define it: 1 – what is your assumption of the problem; 2 – the triggering occasion; 3 – the connection between the trigger and the problem
    • Question constraints in you problem statement – do they need to be there?
    • Identify essential elements of the problem
  • Specify objectives – ask what you most want to accomplish and which of your interests, values, concerns, fears, and aspirations are most relevant to achieving your goal.
    • Objectives help you determine what information to seek
    • They help you explain your choice to others
    • Determines a decision’s importance, and consequently, how much time and effort it deserves
    • How to:
      • Write down all concerns you hope to address
      • Compose a wishlist – what would make you really happy?
      • Think about the worst outcome – what are you trying to avoid?
      • Consider the decision’s possible impact on others
      • Ask people who have faced similar situations what they considered
      • Consider a great, if unfeasible, alternative; what’s great about it?
      • Consider a terrible alternative; why is it?
      • How would you justify your decision? This will uncover additional concerns.
      • If this is a group situation, have individuals consider the questions above before coming together. Then combine lists.
    • Separate ends from means to establish fundamental objectives
    • Clarify what you mean by each objective
    • If the prospect of a decision sits uncomfortably in your mind, you may have overlooked an important objective
  • Create imaginative alternatives – have you really considered all the alternatives?
    • Ask “how?” of your objectives
    • Challenge the constraints
    • Set high aspirations
    • Do your own thinking first before you consult others
    • Learn from experience
    • NOW ask others for suggestions
    • Give your subconscious time
    • Create alternatives, evaluate later
    • Never stop looking for more
  • Understand the consequences
    • Build a consequences table
      • Mentally put yourself in the future
      • Create a description using words and numbers that capture its key characteristics
      • Eliminate inferior alternatives
      • Organize remaining alternatives into a table
    • Master the art of describing them
      • Try before you buy
      • Use common, measureable scales
      • Don’t rely on hard data
      • Make the most of available information
      • Use experts wisely
  • Grapple with tradeoffs – set priorities by addressing the need for tradeoffs among competing objectives
    • Find and eliminated dominated alternatives – it has disadvantages without any advantages
    • Make tradeoffs using even swaps
      • Make easier swaps first
      • Concentrate on the amount of the swap rather than on perceived importance of objective
      • Value an incremental change based on what you start with
      • Make consistent swaps.
      • Seek out information to make informed swaps
      • Practice makes perfect
  • Clarify uncertainties – judge the likelihood of different outcomes and assess impact
    • Use risk profiles to simplify decisions involving uncertainty
      • What are the key uncertainties?
      • What are the possible outcomes of these uncertainties?
      • What are the chances of occurrence of each possible outcome?
      • What are the consequences of each outcome?
    • How to create a risk profile
      • Identify key uncertainties
        • List all uncertainties that might significantly influence the consequences of any alternatives
        • Consider these one at a time to determine whether and to what degree their various possible outcomes might influence the decision
      • Define outcomes
        • How many possible outcomes need to be defined to express the extent of each uncertainty?
        • How can each outcome be best defined?
      • Assign chances
        • Use your judgment
        • Consult existing information
        • Collect new data
        • Ask experts
        • Break uncertainties into their components
    • Clarify the consequences
      • A written description
      • A qualitative description by objective
      • A quantitative description by objective
  • Think hard about risk tolerance – a conscious awareness of your willingness to accept risk will make your decision-making process smoother and more effective.
    • Quantify risk tolerance with desirability scoring
      • Assign desirability scores to consequences
      • Calculate each consequence’s contribution to the overall desirability of the alternative
      • Calculate each alternative’s overall desirability score
      • Compare the overall desirability scores associated with the alternatives and choose
    • Watch our for these pitfalls
      • Don’t overfocus on the negative
      • Don’t fudge the probabilities to account for risk
      • Don’t ignore significant uncertainty
      • Avoid foolish optimism
      • Don’t avoid making risky decisions because they are complex
      • Make your subordinates reflect your organization’s risk tolerance in their decisions
    • Open up new opportunities by managing risk
      • Share the risk
      • Seek risk-reducing information
      • Diversify the risk
      • Hedge the risk
      • Insure against risk
  • Consider linked decisions – what you decide today could influence choices tomorrow, and goals for tomorrow should influence choices today. Sequence your actions to fully exploit what you learn along the way.
    • Make smart linked decisions by planning ahead
      • Understand the basic decision problem
      • Identify ways to reduce critical uncertainties
      • Identify future decisions linked to the basic decision
      • Understand relationships in linked decisions
        • Get the timing right
        • Sketch the essence of the decision problem
        • Describe the consequences at the end points
      • Decide what to do in the basic decision.
        • Think ahead then work backward in time
      • Treat later decisions as new decision problems
    • Psychological Traps
      • Overrelying on first thoughts
        • Always view a decision problem from different perspectives.
        • Think about the decision on your own before consulting other
        • Seek information and opinions from a variety of people to open your mind
        • Be careful to avoid anchoring other people from whom you solicit information. Tell them nothing about your own thoughts.
        • Prepare well before negotiating.
      • Status Quo
        • Remind yourself of your objectives and examine how they’d be served by maintaining status quo
        • Never think of the status quo as your only alternative
        • Ask yourself whether you would choose the status quo if it were an alternative instead
        • Avoid exaggerating the effort or cost involved in switching from the status quo
        • Put it to a test
        • Don’t default to it, force yourself to choose one
      • Sunk Cost
        • Seek out and listen carefully to the views and arguments of people who weren’t involved
        • Examine why admitting to an earlier mistake distress you
        • If you worry about being second guessed, make this an explicit part of the decision process
      • Confirming Evidence
        • Get someone to play devil’s advocate
        • Be honest about your motives
        • Expose yourself to conflicting information
        • Don’t ask leading questions when asking for advice
      • Framing trap
        • Remind yourself of fundamental objectives and make sure how you frame the problem advances them
        • Don’t automatically accept the initial frame
        • Try posing problems in neutral, redundant way
        • Think harder about framing of the problem
        • When people recommend decisions, examine the way the framed the problem. Challenge them with different frames
      • Over confidence
        • Avoid being anchored (consider the extremes)
        • Actively challenge your own extreme figures
        • Challenge expert’s or advisor’s estimates
      • Recallability
        • Each time you make a forecast, examine your assumptions
        • Try to get statistics
        • Take apart the event you’re trying to assess and build up an assessment piece by piece
      • Base-Rate Trap
        • Don’t ignore relevant data
        • Don’t mix up one probability with another
      • Prudence
        • State your probabilities and give your estimates honestly
        • Document the information and reasoning
        • Emphasize to anyone supplying you with information the need for honest input
        • Vary each to he estimates over a range to assess its impact on the final decision
      • Outguessing Randomness Trap
        • Don’t try to outguess purely random phenomena
        • If you see patterns, check your theory where the consequences aren’t too significant
      • Surprised by Surprises Trap
        • The world present many potential surprises; you’re bound to experience some of them
        • An enormous probabilistic gulf exists between an event’s occurring when it has been flagged ahead of time
        • Some events that appear rare really aren’t.

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