Showing posts sorted by date for query Leadership is BS. Sort by relevance Show all posts
Showing posts sorted by date for query Leadership is BS. Sort by relevance Show all posts

Friday, September 06, 2024

Founder v Manager mode - the meme

At a recent YC event, Brian Chesky’s talk challenged the conventional wisdom on scaling companies. It has become a massive meme. It struck a nerve with me and confirmed what I experienced over 40 years in business. I've built and sold businesses, invested and got involved with others. Recently, I was in a busienss that we grew from scratch, sold to Private Equity and saw all of this play out - advisors shoved down our throats, bad  advice - mostly from people who do not know the sector or market. I got out quickly as I saw their behaviour on day 1 - riding roughshod over everyone, ignoring obvious points.

Back to Chesky. He shared how the advice he received 'hire good people and give them space' was disastrous for Airbnb. After studying Steve Jobs' approach, Chesky developed a more hands-on style that has been successful, as reflected in Airbnb’s strong financial performance.

Many founders echoed similar experiences, realising that the advice they received was tailored for managers, not founders. This highlighted two different modes of running a company: 'founder mode' and 'manager mode'. Unlike managers, founders need to stay deeply involved in key areas of their companies, even as they grow.

His talk revealed that there’s little formal knowledge about founder-led scaling. Founders have been left to figure it out themselves, but successful examples like Chesky’s show the importance of founders staying connected to their teams and not relying solely on delegation. This approach, while more complex than traditional management, often works better for fast-growing companies.

1. Don’t blindly follow conventional advice
The typical advice of "hire good people and give them space" doesn’t always work for founders. Be cautious when others tell you how to scale your company. This, for me is the. umber one rule. Advisors are often stuck in their own world. I've never had a 'mentor' or 'coach'. I've seen success come from NOT taking the obvious advice. Advisros are so often just group think people and you can find that stuff in seconds on ChatGPT.

2. Embrace 'Founder Mode

Founders should run companies differently from professional managers. Stay involved in important details and don't feel pressured to delegate everything. Yip. You're not playing the game you're trying to reinvent the game and get some edge. Oh and joint CEOs never work!

3. Don’t switch to a manager mindset

Just because your company is growing doesn’t mean you should operate like a corporate manager. Your unique insight as a founder is key, so keep it in play. Perhaps the most important bit of advice - as soon as you descend into managerial mode, you lose the difference you're trying to make.

4. Have skip-level meetings

Don’t just talk to your direct reports. Get to know people further down the line. It helps maintain the company culture and keeps you in touch with what’s really happening. Yip, walk the floor - listen and act. Introduce your customers to as many people as possible. I used to have a stations of the cross tour, constantly taking customers round showing them the production process.

5. Develop your own style

Try out unconventional ideas, people at Apple, to keep things fresh and keep the company agile. So important. Ring the changes and make it seem exciting. This does not mean silly team building events in escape rooms. Be yourself and don't follow leadership course BS about empathy being everything - it's not.

6. Watch out for professional fakers

Be careful of people who seem great at "managing up" but don’t actually bring much value. Make sure your team truly shares your vision. There's a ton of 'let me grow your business' and 'entrepreneur courses' around. They're largely BS.

7. Delegate carefully

As your company grows, you’ll need to delegate, but make sure you do it based on trust that’s been earned, not just because it’s expected. This is so right. Delegation is one thing, losing control or low performance is another.

8. Trust your instincts

Don’t let others make you doubt your gut feelings, even if professional managers or advisors disagree with you. As a founder, your perspective is valuable. I remember bold decision, like forking from code, switching out of our established sector - sometimes bold decisions have to be made.

9. Don’t misuse founder mode

Once the idea of “founder mode” becomes more popular, be careful not to use it as an excuse to avoid delegation. Also, watch out for non-founders trying to adopt it in the wrong way. When a PE company comes in you get a crop of largely useless 'advisors', often people from different sectors giving you sage advice - it's formulaic and never sage. In one case, in a hugely successful company, after hearing a series of these, I cashed out. The company is now run by spreadsheet bods.

10. Keep evolving

As your company scales, keep reassessing how you want to progress. You may need to adapt, but stay closely connected to the core vision of your business. This perseverance I've seen in people who love what they do and build over time. This is important. When AI, for example is seen as a productivity amplifier, get on with it, don't wait for reports.

Don;t be scared to get out when the money guys come in. If you're bought, take the money and go off and do something interesting. It gives you the freedom to do precisley that. Don't become a manager of someone else's business - you will hate it.




Monday, April 15, 2024

Pfeffer - Leadership BS!


Jeffrey Pfeffer is the Thomas D. Dee II Professor of Organisational Behavior at the Stanford University Graduate School of Business. His interest in human resources, organisational theory and behaviour has led him to reflect on the nature of leadership and leadership training. He has written about evidence-based management in Hard Facts, Dangerous Half-Truths, and Total Nonsense: Profiting from Evidence-based Management (2006) where he dismisses popular business wisdom in; leadership, strategy, change, talent, financial incentives, and work-life balance, often touted by consultants and training companies in favour of hard decision making based on data and facts.

Leadership

In Leadership BS (2015), Pfeffer eschews what he sees as the usual platitudes in Leadership theory and training, for a more realistic view of the world as messy and complex. He exposes what he sees as the nostrums, stories, fictions, anecdotes, promises, glib simplicities, bromides, romanticism and myth-making feel-good nonsense that passes for Leadership training, his solution being realism. The aim is to reject the normative wishes with evidence and the realities of the workplace.

Unequivocally, he claims that the Leadership industry has not only empirically failed, with study after study showing workplace discontent, but also that it contributes to that failure. As the cult of leadership has risen, its perceived effectiveness has fallen. Bullying, stress, discontent are the norm and he presents a huge amount of evidence to show repeated failures in so called ‘leadership’. What he uncovers is an almost wilful avoidance of evidence, measurement and data. Despite the $20-$40 billion spend, the results are depressingly disappointing. He goes as far as suggesting that the very construct of leadership, as presented in much leadership consultancy and training, was invented as a simplification to deliberately obfuscate the real complexity of the workplace. 

Leadership training

His arguments against ‘Leadership training’ are pretty damning. Many who offer leadership consultancy and courses have never led anything and if they have their track record is rarely one of substantial success. In fact, he sees too many compensation consultants and linked to the leadership industry and many with a woeful lack of actual expertise & knowledge. This leads to glib advice and recommendations that peddle inspiration not the realities of management. They often rely largely on storytelling and anecdote, and rarely include evaluation as part of the process (apart from primitive happy-sheet course data and self-evaluation). The leadership industry is therefore wholly unaccountable.

In the content he finds stories and anecdotes (as opposed to evidence) that are exaggerated, even fabricated. They also conveniently ignore actual successful leaders that don’t fit their neat model. These myths are counter-productive as they produce cynicism in employees. The rhetoric is not matched by actual action and behaviour. Worse, those who don’t conform to the out-dated leadership model don’t get promoted and may even get fired. Others, such as women and certain cultural minorities, that value modesty and collaboration, can also suffer. 

Leadership traits

A further critique centres around precise leadership qualities or traits. They are, he thinks, wrong-headed, as they focus on attributes not action and decision making. Given that the book was published in 2015, he was prescient in identifying Trump as a typical product of the charismatic leader cult. He played the leadership game and won. Pfeffer therefore punctures the idea that ‘modesty’ is an admired and effective leadership trait. He draws on Maccoby’s book The Productive Narcissist (2003), and his own evidence, to show that modesty, far from being a virtue, stops managers from thinking for themselves and being resilient in the face of adversity. It is energy, confidence and dominance that gets them where they are, not modesty. The Leadership industry may be holding back women and other potential managers by promoting false promises, such as modesty. He also accuses HR and talent management companies of being dishonest here in training for these qualities then recruiting the very opposite.

He also questioned that staple of leadership courses - authenticity - as a quality for leadership. He flips this to show that good managers need to do what people need them to do, not what they as managers simply want to do, not pander to their own views of themselves. Flight attendants, shop assistants, sales people and many others don’t operate by being totally ‘authentic’, neither do managers and leaders. He describes the “delicious irony” of leadership trainers who “train” people to be “authentic”, as if it is a trait that can be acquired in a classroom. Being authentic is for Pfeffer pretty much the opposite of what leaders need to be.

Much as trust would seem to be desirable in leadership, it may not be that simple. Bernie Madoff inspired ‘trust’. Trust, like faith, can lead one into real trouble. It may be desirable not to trust lawyers, competitors and politicking managers. True objectivity and realism may only be the result of not trusting everyone to tell the truth within an organisation, as you will be misled, even duped. You need to be on the mark, alert to deception, moves, protecting the organisation and that means distrusting some people.

Counterexamples

Rich in real examples of leaders who were less than ideal, he shows how leadership training misses the mark most of the time – especially with the titans of tech; Steve Jobs, Bill Gates, Jeff Bezos and Larry Ellison. Political, sports and other leaders get a similar treatment. Most of the positive examples turn out to have serious flaws. So, when we look at what are called successful leaders, they turn out to be very different from what the leadership industry tells us. His recommendation is to get serious on the research, mainly what is effective, then hold so-called 'leaders' to account - not with happy-sheet nostrums but real accountability. It is not that he promotes immodesty, being inauthentic and telling lies, only to recognise that leaders and employees are people and that human nature always wins out. The remedy is to identify what you need from proposed leaders and then to make sure that they perform to those measures. This is where HR and remuneration committees fail. They pretend to be doing this when what they actually do is pander to an outdated cult of leadership, based on outdated concepts of the nature and value of leadership.

Complexity

Pfeffer’s challenge is to recognise reality and accept that the workplace and people are much more complex than the feel-good training courses suggest. In reality, leaders’ behaviours are often at odds with those of the organisation. Their interests in terms of rewards, promotion and progress are often at odds with those they manage and even the organisations they lead. There is a lack of definition, theory and practice around the concept and it often distracts from the real needs in workplace learning.

He recommends that you:

   Build your power base relentlessly (and sometimes shamelessly)

   Embrace ambiguity 

   When the situation demands change—adapt

   Master the science of influence

It is not that leadership training is wrong, just that getting things done requires trade-offs and tough decisions. The danger is that organisations handicap themselves by training leaders to embrace utopian behaviours and avoid bold decisions, innovation and the realities of organisational growth.

Critique

Pfeffer has been criticised for being too forceful in blaming learning and development for the ills of Leadership theory and training. They argue that complexity does not negate efforts to instill good practice in leadership.g 

Conclusion

The fundamental problem outlined in Getting beyond the BS of leadership literature (2016) is to confuse ‘ought’ with ‘is’. Just because you think something ought to be the case doesn’t mean it is. In fact, confirmation bias tends to produce the wrong solutions in this area, driven by moral and not organisational imperatives. The division of leadership into good and bad traits is a mistake, as it uses a problematic approach to human nature and ignores context. Quoting Machiavelli’s The Prince (1532), he says it is sometimes necessary to do bad things to achieve good results. Leaders need to be pragmatists.

Bibliography

Machiavelli, N., 2008. Machiavelli's the Prince: Bold-Faced Principles on Tactics, Power, and Politics. Sterling Publishing Company, Inc..

Maccoby, M., 2003. The productive narcissist: The promise and peril of visionary leadership. Broadway.

Pfeffer, J. and Sutton, R.I., 2006. Hard facts, dangerous half-truths, and total nonsense: Profiting from evidence-based management. Harvard Business Press.

Pfeffer, J., 2016. Getting beyond the BS of leadership literature. McKinsey Quarterly, 1, pp.90-95

Pfeffer, J., 2015. Leadership BS. HarperCollins.


Monday, January 22, 2024

Musk, Zombie leadership and diversity - why they're picking on the wrong guy...

Plenty proselytise about inclusion, diversity and neurodivergence – yet go out of their way to demonise Elon Musk. What’s their beef? That he says a few odd things on Twitter? Doesn’t er… almost everyone on Twitter… say odd things on Twitter, especially the Musk-haters?
I’ve read two biographies of Musk and maybe it is because I’ve known and worked with lots of different types of people (I actually hate the word neurodiverse) that I like and admire him, this is the norm in the tech world. I don’t have to agree with everyone I like. In fact, the people I like best are those I CAN disagree with.

Authenticity

I liked Isaacson’s book, as it is readable and unpacks the man ‘warts and all’. He clearly has an over-active, at times troubled mind – don’t we all? His attack on the divers trying to save the Thai kids was bizarre. Like many autistic people he has difficulty in seeing boundaries. But, like many, his weaknesses are often his strengths – his intellect, drive and risk taking can mean he lacks other qualities. It is because he transgresses boundaries that his ideas work and are transformative. But what do people expect – some perfect PR-driven, suited manager full of faux platitudes (I've seen a lot of those) or someone who is honest about who he is and true to himself. Who is more authentic? Musk or the so called leaders we see daily in politics, business, the professions, media and the arts? We demand that people be perfect – no, it’s the imperfections that make us different.

Zombie leadership

Pfeffer warned us in his book Leadership BS, as did Barbara Hellerman, that the whole 'Leadership industry is quite simply wrong-headed. Businesses are complex and there are no glib solutions or ideal leaders. Zombie leadership lives on not because it has empirical support but because it flatters and appeals to elites, to the leadership industrial complex that supports them, and also to the anxieties of ordinary people in a world seemingly beyond their control. It is propagated in everyday discourse surrounding leadership but also by the media, popular books, consultants, HR practices, policy makers, and academics who are adept at catering to the tastes of the powerful and telling them what they like to hear.

These are the people who proclaim, with a trumpet Tweet that they’re going to leave the country or Twitter or Facebook or whatever, if X happens – and they never do? Or they pop off to mastodon or whatever irrelevant system and true echo chamber they seem to despise, in the sense of having no one you disagree with. Why make a big song and dance about it on the very medium you hate! If they do leave, you never hear of them again, which I count as a blessing.

In a rather brilliant paper just published on Zombie Leadership, eight flaws are recognised in leadership training:

  1. Leadership is all about leade
  2. There are specific qualities that all great leaders have
  3. There are specific things that all great leaders do
  4. We all know a great leader when we see one
  5. All leadership is the same
  6. Leadership is a special skill limited to special people
  7. Leadership is always good and it is always good for everyone
  8. People can’t cope without leaders
Haslam, S.A., Alvesson, M. and Reicher, S.D., 2024. Zombie leadership: Dead ideas that still walk among us. The Leadership Quarterly, p.101770.

I've also written about L&Ds failures on this front many times and a podcast.

Who cares if he loses money on Twitter – he has tens of billions and, as he’s shown before, has gambled bigger sums of his own cash than anyone on the planet. If you think Musk does what he does for the money, you’re on another planet, while he’s actually planning to get to one. The whole point of these big moves is not to shift the dial but change the very nature of what is being done. It is to redefine the concept of a cars in these days of climate change, redefine solar, redefine space travel, redefine brain interfaces, redefine social media, redefine robots and redefine AI. Few realise that it was Musk that kick started OpenAI - he was the first investor, he gave it the name.

Picking on wrong guy

Given Musk’s childhood traumas, family and school, you’d think people would cut him some slack. He has, after all, one-handedly kick-started the electric car movement, invested massively in solar and created OpenAI. That would be pretty impressive in itself but now add Neurolink, Starlink and Optimus. This IS Renaissance man. On top of this he wants to get to Mars, and you know what, odds on he does.

Conclusion

People love diversity until it comes to actual diversity of innovation, thought, forms of communication and futures. Then they want you to stick to 'their' script. They want you conform to their single set of cultural, ethnic, ethical and other specific group characteristics, which turns out not to be diversity at all… but uniformity and homogeneity.

Wednesday, July 13, 2022

Pfeffer on Leadership BS

Jeffrey Pfeffer is the Thomas D. Dee II Professor of Organizational Behavior at the Stanford University Graduate School of Business. His interest in human resources, organisational theory and behaviour has led him to reflect on the nature of leadership and leadership training. He has written about evidence-base management in Hard Facts, Dangerous Half-Truths, and Total Nonsense: Profiting from Evidence-based Management (2006) where he dismisses popular business wisdom in; leadership, strategy, change, talent, financial incentives, and work-life balance, often touted by consultants and training companies in favour of hard decision making based on data and facts.

Leadership

In Leadership BS (2015), Pfeffer eschews what he sees as the usual platitudes in Leadership theory and training, for a more realistic view of the world as messy and complex. He exposes what he sees as the nostrums, stories, fictions, anecdotes, promises, glib simplicities, bromides, romanticism and myth-making feel-good nonsense that passes for Leadership training, his solution being realism. The aim is to reject the normative wishes with evidence and the realities of the workplace.

Unequivocally, he claims that the Leadership industry has not only empirically failed, with study after study showing workplace discontent, but also that it contributes to that failure. As the cult of leadership has risen, its perceived effectiveness has fallen. Bullying, stress, discontent are the norm and he presents a huge amount of evidence to show repeated failures in so called ‘leadership’. What he uncovers is an almost wilful avoidance of evidence, measurement and data. Despite the $20-$40 billion spend, the results are depressingly disappointing. He goes as far as suggesting that the very construct of leadership, as presented in much leadership consultancy and training, was invented as a simplification to deliberately obfuscate the real complexity of the workplace. 

Leadership training

His arguments against ‘Leadership training’ are pretty damning. Many who offer leadership consultancy and courses have never led anything and if they have their track record is rarely one of substantial success. In fact, he sees too many compensation consultants and linked to leadership industry and many with a woeful lack of actual expertise & knowledge. This leads to glib advice and recommendations that peddle inspiration not the realities of management. They often rely largely on storytelling and anecdote, and rarely include evaluation as part of the process (apart from primitive happy-sheet course data and self-evaluation). The leadership industry is therefore wholly unaccountable.

In the content he finds stories and anecdotes (as opposed to evidence) that are exaggerated, even fabricated. They also conveniently ignore actual successful leaders that don’t fit their neat model. These myths are counter-productive as they produce cynicism in employees. The rhetoric is not matched by actual action and behaviour. Worse, those who don’t conform to the out-dated leadership model don’t get promoted and may even get fired. Others, such as women and certain cultural minorities, that value modesty and collaboration, can also suffer. 

Leadership traits

A further critique centres around precise leadership qualities or. They are, he thinks, wrong-headed, as they focus on attributes not action and decision making. Given that the book was published in 2015, he was prescient in identifying Trump as a typical product of the charismatic leader cult. He played the leadership game and won. Pfeffer therefore punctures the idea that ‘modesty’ is an admired and effective leadership trait. He draws on Maccoby’s book The Productive Narcissist (2003), and his own evidence, to show that modesty, far from being a virtue, stops managers from thinking for themselves and being resilient in the face of adversity. It is energy, confidence and dominance that gets them where they are, not modesty. The Leadership industry may be holding back women and other potential managers by promoting false promises, such as modesty. He also accuses HR and talent management companies of being dishonest here in training for these qualities then recruiting the very opposite.

He also question that staple of leadership courses - authenticity - as a quality for leadership. He flips this to show that good managers need to do what people need them to do, not what they as managers simply want to do, not pander to their own views of themselves. Flight attendants, shop assistants, sales people and many others don’t operate by being totally ‘authentic’, neither do managers and leaders. He describes the “delicious irony” of leadership trainers who “train” people to be “authentic”, as if it is a trait that can be acquired in a classroom. Being authentic, is for Pfeffer, pretty much the opposite of what leaders need to be.

Much as trust would seem to be desirable in leadership, it may not be that simple. Bernie Madoff inspired ‘trust’. Trust, like faith, can lead one into real trouble. It may be desirable not to trust lawyers, competitors and politicking managers. True objectivity and realism may only be the result of not trusting everyone to tell the truth within an organisation, as you will be misled, even duped. You need to be on the mark, alert to deception, moves, protecting the organisation and that means distrusting some people.

Counterexamples

Rich in real examples of leaders who were less than ideal, he shows how leadership training misses the mark most of the time – especially with the titans of tech; Steve Jobs, Bill Gates, Jeff Bezos and Larry Ellison. Political, sports and other leaders get a similar treatment. Most of the positive examples turn out to have serious flaws. So, when we look at what are called successful leaders, they turn out to be very different from what the leadership industry tells us. His recommendation is to get serious on the research, mainly what is effective, then hold so-called 'leaders' to account - not with happy-sheet nostrums but real accountability. It is not that he promotes immodesty, being inauthentic and telling lies, only to recognise that leaders and employees are people and that human nature always wins out. The remedy is to identify what you need from proposed leaders and then to make sure that they perform to those measures. This is where HR and remuneration committees fail. They pretend to be doing this when what they actually do is pander to an outdated cult of leadership, based on outdated concepts of the nature and value of leadership.

Complexity

Pfeffer’s challenge is to recognise reality and accept that the workplace and people are much more complex than the feel-good training courses suggest. In reality, leaders’ behaviours are often at odds with those of the organisation. Their interests in terms of rewards, promotion and progress are often at odds with those they manage and even the organisations they lead. There is a lack of definition, theory and practice around the concept and it often distracts from the real needs in workplace learning.

He recommends that you:

·      Build your power base relentlessly (and sometimes shamelessly)

·      Embrace ambiguity . . .

·      When the situation demands change—adapt

·       Master the science of influence

It is not that leadership training is wrong, just that getting things done requires trade-offs and tough decisions. The danger is that organisations handicap themselves by training leaders to embrace utopian behaviours and avoid bold decisions, innovation and the realities or organisational growth. 

Conclusion

The fundamental problem outlined in Getting beyond the BS of leadership literature (2016) is to confuse ‘ought’ with ‘is’. Just because you think something ought to be the case doesn’t mean it is. In fact, conformation bias tends to produce the wrong solutions in this area, driven by moral and not organisational imperatives. The division of leadership into good and bad traits is a mistake, as it uses a problematic approach to human nature and ignores context. Quoting Machiavelli’s The Prince (1532), he says it is sometimes necessary to do bad things to achieve good results. Leaders need to be pragmatists.

Bibliography

Machiavelli, N., 2008. Machiavelli's the Prince: Bold-Faced Principles on Tactics, Power, and Politics. Sterling Publishing Company, Inc..

Maccoby, M., 2003. The productive narcissist: The promise and peril of visionary leadership. Broadway.

Pfeffer, J. and Sutton, R.I., 2006. Hard facts, dangerous half-truths, and total nonsense: Profiting from evidence-based management. Harvard Business Press.

Pfeffer, J., 2016. Getting beyond the BS of leadership literature. McKinsey Quarterly, 1, pp.90-95

Pfeffer, J., 2015. Leadership BS. HarperCollins.

Monday, July 13, 2020

Bogus pyramids: Learning methods, Maslow and Bloom

Pyramids seem to attract a lot of attention among conspiracy theorists and peddlers of books about alien mysteries and new age nonsense. Similarly, they pop up in education and training. It is rare to see an educational or training theory course or PowerPoint without a pyramid, preferably with rainbow colours. 
Indeed, once you catch on to the pyramid scheme trick, you see them everywhere. If there’s a theory to be peddled, usually simplistic and overly-hierarchical, ignoring the real complexities of the theory, someone will have turned it into a pyramid. There are Leadership pyramids (tons), Pyramids of Success, Competency Pyramids, Values Pyramids, even Inverted Pyramids to show reversed hierarchies. This is not to say that such images are always wrong. They can do a passable job in getting the broad brush-strokes of a theory across. The problem is that they haul in all sorts of preconceptions and fictions with them, like progression and hierarchy. Rarely do they actually represent the complexity of a theory or reality.
Let’s take just three, perhaps the most commonly used pyramids to unpack the problem. One is a fake (Learning methods),  One, Maslow’s Hierarchy of needs is badly researched, simplistic and has two versions. One, Bloom’s hierarchy, also has two versions and both are misleading.

The pyramid that never was

I have seen this in presentations by the CEO of a large online learning company, Vice-Chancellor of a University, Deloitte’s Bersin, and in innumerable keynotes and talks over many years. It is a sure sign that the speaker has no real background in learning theory and is winging it. Still a staple in education and training, especially in 'train the trainer' and teaching courses, a quick glance is enough to be suspicious.

The whole mess has its origins in a book by Edgar Dale way back in 1946. There he listed things from the most abstract to the most concrete: Still pictures, Visual symbols, Verbal symbols, Radio recordings, Motion pictures, Exhibits, Field trips, Demonstrations, Dramatic participation, Contrived experiences, Purposeful experiences and Direct. In the second edition (1954) he added Dramatised experiences through Television and in the third edition, heavily influenced by Bruner (1966), he added enactive, iconic and symbolic.
But let’s not blame Dale. He admitted that it was not based on any research, only a simple intuitive model and he did not include any numbers. It was, in fact, simply a gradated model to show the concreteness of different audio-visual media. Dale warned against taking all of this too seriously, as a ranked or hierarchical order. Which is exactly what everyone did. He actually listed the misconceptions in his 1969 third edition p128-134. So the first act of fakery was to take a simple model, ignore its original purpose, and the authors warnings, and use it for other ends.

Add fake numbers

The cone was flipped on its side and turned into a serious looking histogram. First up, why would anyone with a modicum of sense believe a graph with such rounded numbers? Any study that produces a series of results bang on units of ten would seem highly suspicious to someone with the most basic knowledge of statistics. The answer, of course, is that people are gullible, especially to messages that appeal to their intuitive beliefs, no matter how wrong. The graph almost induces confirmation bias. In any case, these numbers are senseless unless you have a definition of what you mean by learning and the nature of the content. Of course, there was no measurement – the numbers were bogus.

Add Fake Author



At this point the graph was quite simply sexed up by add some academic seasoning, a seemingly genuine citation from an academic and Journal. This is a real paper, about self-generated explanations, but has nothing to with the fake histogram. The lead author of the cited study, Dr. Chi of the University of Pittsburgh, a leading expert on ‘expertise’, when contacted by Will Thalheimer, who uncovered the deception, said, "I don't recognize this graph at all. So the citation is definitely wrong; since it's not my graph." Serious looking histograms can look scientific, especially when supported by bogus academic credentials.

Add new categories

The fourth bit of fakery was to add ‘teaching others’ to the end, topping it up to, you guessed it – 90%. You can see what’s happening here, flatter teachers and teaching, and they are more likely to buy it. They also added the ‘Lecture’ category on at the front, to reel in academics. In fact, the histogram has appeared in many different forms, simply altered to suit the presenter's point in a book or course. This one is from Josh Bersin’s book on Blended Learning. It is easy to see how the meme gets transmitted when consultants tout it around in published books, courses and PowerPoints. What happened here was that Dale’s original cone concept went through several levels of fakery, to turn it from a description of media, to the prescription of methods.

Final coloured pyramid


The next bit of fakery, was to go full technicolour and turn it into a pyramid. Going back to Dale’s pyramid but with the fake numbers and new categories added, it was a cunning switch. The odd that complex and very different things lie in a linear sequence one after the other. It is essentially a series of category mistakes, as it takes very different things and assumes they all have the same output – learning. In fact, learning is a complex thing, not a single output. A good lecture may be highly motivating, there are semantic tasks that are well suited to reading and reflection, discussion groups may be useless when struggling with deep and complex semantic problems like maths and so on. Of course, the coloured pyramid makes it look more vivid and real, all too easy to slot in, as a simplistic bromide, to a lazy 'train the trainer' or 'teacher training' courses.
What is damning is that this image and variations of the data have been circulating in thousands of PowerPoints, articles and books since the 60s. Will Thalhemer’s original work did much to uncover this fakery. Investigations of these graphs by Kinnamon (2002) found dozens of references to these numbers in reports and promotional material. Michael Molenda (2003), did a similar job. Their investigations found that the percentages have often been modified to suit the presenter’s needs. Just search on Google for The Learning Pyramid and click ‘Images’ and you’ll find page after page of variations. This is a sorry tale of how a simple model published with lots of original caveats can morph into a meme that actually lies about the author, the numbers, adds categories and is uncritically adopted by educators and trainers.

Maslow’s misleading pyramids

Maslow (1908 - 1970) is almost synonymous with his hierarchy of needs. The author is invariably mentioned in the same breath as his hierarchy, which is just as invariably displayed as a pyramid.  It has been a staple for decades as a first step in educational theory, teacher training, train the trainer and management courses. Yet few who put it centre-stage in their PowerPoints, realise that Maslow never created this coloured pyramid. It never appeared in any of his published works. Fewer still question its validity.
His basic concept of prioritising needs was first published in 1943, in his paper A Theory of Human Motivation (1943) in the Psychological review. Then, based on a rather odd, selective and cursory analysis of successful people, his full-milk, hierarchical theory was published in his 1954 book Motivation and Personality.  It was here that he pared back learning to a hierarchy of basic human needs and desires. His aim was to uncover the precursors to what motivates people to learn.
So how did we end up with a pyramid? There were several sleights of hand here. Douglas McGregor, at MIT’s Sloane School of Management took Maslow’s general ideas and applied them to management. In doing so, he simplified and distilled Maslow’s ideas, removing much of the subtlety. Note that he did not invent the pyramid, that came later with Keith Davis, who in his book on management, represented Maslow’s ideas as a right-angles triangle, with a pinnacle. That was the first step, the second was in the psychologist Charles McDermid’s article How money motivated men, where the pyramid first appeared. Note that there was a rather odd method to his madness, as he thought this was a way of pushing profits. 
To be fair to Maslow, although oddly researched, with celebrity sources, his work was far more nuanced than the pyramid suggests. His focus was very much on the concepts of self-actualisation and transcendence, and whatever one thinks about those as concepts or theories, they are not magic projections off the top of a primitive pyramid.


The bottom four are all ‘deficit’ or ‘D-needs’. As each of these needs are satisfied, he individual reaches homeostasis and the feeling or need to fulfill that D-need stops, so that one can proceed to the next.
If they are not present, you will feel their absence and yearn for them. When each is satisfied, you reach a state of homeostasis where the yearning stops. It is simple and has an intuitive appeal.
The last, self-actualization, does not involve homeostasis, but once felt is always there. Maslow saw this as applying to only a few people, whose basic four levels are satisfied, leaving them free to look beyond their deficit needs. He claimed to have used a qualitative technique called ‘biographical analysis’ where he looked at high achievers and found that they enjoyed solitude, close relationships with a few rather than many, autonomy and resist social norms. Spontaneity, simplicity and respect for others were other characteristics.
What is rarely known is that it was discovered that Maslow, in 1970, the year of his death, changed his original thoughts, developed in the 1950s, to a more complex model of needs. In unpublished work, ‘knowing and understanding' and 'aesthetic' were discussed. This upgraded version of his theory was largely ignored, as the earlier model had become so deeply embedded in teacher and trainer training courses. Anyone familiar with epistemology and aesthetics will immediately see the problem. Both are notoriously difficult to define. In any case, Maslow never actually published the first or updated motivational model as pyramids. It never appeared in any of his published or unpublished writings. 

Although hugely influential, his work was never tested experimentally and when it was, from the 70s onwards, was found wanting. Empirical evidence showed no real evidence in terms of a strict hierarchy, nor the categories, as defined by Maslow. 
His ‘biographical analysis’ was armchair research. based on a self-selected group of just 18 people and in itself is defined in terms of a set of subjective criteria. . His list of 18 self-actualized people included Einstein, Mother Teresa, Gandhi, Beethoven, Lincoln, Eleanor Roosevelt and, of course - Abraham Maslow! He only included two women in his list of self-actualised people, bizarrely, the anti-Semitic Elanor Roosevelt and nun Mother Teresa. It is hard to imagine that a full theory of human nature could be built upon such strange and extreme examples. One thing that helped Maslow become the guru of motivation was that his books were very popular and he was part of a sixties movement that helped promote his views. He was friends with people like Timothy Leary (Maslow’s daughter Ellen was Leary’s research assistant). Linda Sargent Wood writes in A More Perfect Union about the rise of these holistic, utopian visions for humanity. She shows that these were largely populist, and not research or evidence, based movements. 
Kenrick et al. (2010) found huge variance in Maslow's so-called self-actualised people, showing divergence rather than convergence. As there is no control group, this is simply circular. Self-actualised people are selected by him, then used as evidence for self-actualisation.  The self-actualisation theory is therefore largely subjective. 
An even weaker aspect of the theory is its strict hierarchy. It is clear that the higher needs can be fulfilled before the lower needs are satisfied, so the theory has been repeatedly falsified. There are many counter-examples and indeed. For example, creativity can atrophy and die on the back of success. Maslow himself felt that the lines were not that clear. In short, subsequent research has shown that his hierarchy is crude, as needs are pursued non-hierarchically, often in parallel. A different set of people could be chosen to prove that self-actualization was the result of, say, trauma or poverty (Van Gogh etc.). 
Subsequent research shows that real needs and motivations do not fall into this neat pyramid or hierarchy. For example Rutledge (2011) claims that complex social connections are needed for all of the assumed levels in the hierarchy and that it falls apart when this is taken into account. Typical of the many studies that show the irrelevance of the hierarchy is Tay and Diener (2011), where 60865 people from 123 countries were questioned on Maslow's needs. It showed that the hierarchy was quite simply wrong. The problem is that the reductive nature of the analysis ignores the much messier nature of motivation. In general, the whole idea has been abandoned in modern motivational theory. 
His hierarchy is often hauled into training programmes, without any real understanding of why and whether the theory is indeed correct, beyond some simple truisms. Its appeal seems to lie in the endless repetition of a clear and simply coloured pyramid, rather than any evidence or sophistication in terms of human nature. In fact, it is a hopeless caricature of human nature, one that is best avoided.
Indeed, apart from being fossilised as a component in bad teacher-training and train the trainer courses, it is hard to see how it has any real relevance to what teachers, trainers, lecturers or instructors actually do when they teach. It is clear that having somewhere to live, food to eat, friends, and feeling safe are important but not in the hierarchical or developmental way they are presented. As a teacher, or manager, one can recognize the basic needs of a person without recourse to the pyramid structure at all. Indeed, it may be misleading. Most sets of indicators for the wellbeing of children are more complex, sophisticated and do not fall into a simple hierarchy. There are many such schemas at international (UNICEF) and national levels. They rarely bear much resemblance to Maslow’s hierarchy.
Maslow has been almost omnipresent in education and training. However, it is not clear that his theory has had any real effect other than encouraging people to look at others as human beings, rather than subject to some instrumental manipulation. This is an entry from Maslow's own journal in 1962, “My motivation theory was published 20 years ago, & in all that time nobody repeated it, or tested it, or really analyzed it or criticized it. They just used it, swallowed it whole with only the most minor modifications”. He was right. It is not a hierarchy, was not tested and as a theory of human nature it is simplistic and banal. To argue that the theory, although wrong, is useful, as it promotes a holistic view of learners, employees, managers etc. is to open the door to any subjective theory that fits a prejudice. It seems to live on, not because it is validated, real or useful, largely, perhaps, because of the colourful triangle that looks great as a PowerPoint slide. It’s a false meme.
As if to confirm its status as meme not theory, more recently, the pyramid became an internet meme, when some wag added ‘Wi-Fi!’ to the bottom of the pyramid. Many other joke needs have since appeared.

This accidentally confirmed the truth, that the pyramid is actually a bit of a joke.

Bloom’s fictional pyramid

Bloom’s taxonomy

Benjamin Bloom (1913-1999) is famous for the most commonly used taxonomy in education and training. It includes three overlapping domains:

Cognitive (knowledge)
Psychomotor (skills)
Affective (attitude)

Bloom published this taxonomy in Taxonomy of educational objectives: The classification of educational goals. Yet it was not wholly Bloom’s work. The book was edited by him but the taxonomy came out of a series of conferences and the work of a committee of colleagues at the University of Chicago. These were published as three ‘handbooks’, in other words practical texts that bridged theory and practice.
In the 2001, 45 years later, Bloom’s student Lorin Anderson revised Bloom's taxonomy in A Taxonomy for Learning, Teaching, and Assessing: A Revision of Bloom's Taxonomy of Educational Objectives. Note that Bloom is neither an author nor contributor. The theory is expanded as psychology had shifted away from behaviourism towards cognitive psychology, so more recent theory informed the update. It is a complex framework that integrates knowledge with cognitive activities in learning. Far from being a simplistic pyramid, it lays out four dimensions; what is taught, how it taught, how it is assessed, and their alignment. It is a holistic and interconnected work. Importantly, in neither the original text by Bloom nor its revision by Anderson, did a pyramid appear.
It was never meant to be pure progress from lower to higher, it was more multidimensional. It is a practical, organizational structure more correctly represented in two dimensional tables, which is how they first appeared, so that one could match different dimensions. There is increasing spectrum of complexity not a hierarchy of value. Unfortunately, some like to reduce his work to word lists or represent the taxonomies as pyramids suggesting, both implicitly and sometimes explicitly, that knowledge, at the bottom, is inferior. It was devised to assist teachers and trainers to classify educational goals and plan and evaluate learning experiences. Unfortunately, the pyramid is about as far as most people get. They rarely dig deeper. Yet the actual theory and practical recommendations are lost in the pyramid representation, which not only simplifies but misrepresents the original theory and its updates.
This is how Bloom’s taxonomy commonly appears:

Yet, here it is straight from the original author’s mouth:
The triangle does not appear in either (original or revised Bloom’s) Taxonomy. The triangular representation was quite likely designed by someone as part of a presentation made to educational practitioners.”
Lorin W. Anderson
Note: Lorin W. Anderson, recommends Daniel Willingham's diagram, as it puts knowledge in an overall and foundational position without invoking the hierarchy, progression and apex.




The pyramid is worrying, as a sophisticated theory and its even more sophisticated revision, were essentially bastardized to represent a hierarchy, in which one had to progress from one stage to another, whereas learning is far more complex with different cognitive processes interacting and intertwined with each other. This is not to say that there are no dependencies. There is a strong argument for seeing knowledge as foundational in these taxonomies.
Bloom published his now famous taxonomy of learning in 1956. Few realise that this taxonomy is now over 60 years old. There have been lots of taxonomies since then that slice and dice, many variations on existing categories. Indeed we've had dozens of taxonomies that sliced and diced in all sorts of ways. We've had Biggs, Wills, Bateson, Belbin and dozens more. We seem to have got stuck in the Bloom taxonomy. To be fair there have been good revisions, taking the knowledge nouns and unpacking them into verbs but the problem with taxonomies is their attempt to pin down the complexity of cognition in a list of simple categories. In practice, learning doesn’t fall into these neat divisions. It is a much more complex and messier set of cognitive processes, so attention has shifted to how learning meshes with memory and techniques that improve organisation, chunking, encoding, practice and recall.
Another danger is that instructionalists, like Gagne, take these taxonomies and attempt to design learning that matches these categories, destroying much of the more useful approaches which an understanding of brain science brings; such as cognitive overload, working memory limitations, top-down processing and so on. Learning theory has moved on in terms of a more detailed understanding of memory, which has put everything on a more empirical and scientific basis.

Conclusion

These three pyramids have turned into pyramid schemes, repeated, adapted, amplified and unquestioningly adopted. It gives you the illusion of science to sell your product, usually a talk, lecture or course. Most who use three pyramids, and there are many more, are completely unaware of the fakery, lack or research, variations and updates by the original authors or bogus representations of hierarchy and progression. They are images that become fossilized in books, handouts, PowerPoints. Social media now amplifies them, as a brightly coloured image acts as clickbait on many a post. 
The allure of the pyramid is its geometric simplicity, representation of hierarchy and suggestion of progression. Add some colour and it appeals to PowerPoint driven education and training. More than this, the pyramid suggests progression towards the peak as the apex of learning. It promotes a view that things at the bottom and less worthy than things at the top, which plays into the narratives that some educators like, such as 21st century skills. All three misrepresentations play this game, which is why they have proved popular. People like shortcuts, especially when they fit their views of the world.
What keeps all of this going is ‘intuition’, the feeling that it seems right. There are germs of truth, even some reasonable claims in all three of these pyramids, some more than others. Intuition then trumps reason, as you buy into the simplicity of the image, its hierarchy and progression. The sun progresses across the sky, so you assume that it goes round the earth, when, in fact things are a lot more complicated. In fact, the opposite is the truth. In all three cases; the fiction, armchair theory and reasonable taxonomy, the image becomes the established theory, when it is actually a fake, a caricature or a misleading representation.
This intuition is fueled by something else – confirmation bias. If you are a teacher, lecturer or professional in the learning field, a theory and image that puts you at the pinnacle of its presentation is flattering. In the learning pyramid, you become the end point, the goal in all this, as ‘teaching’ is the ultimate learning activity. In Maslow’s hierarchy, self-actualisation suggests that education is some sort of holy grail for the soul. In Bloom’s taxonomy, you reach a peak of creativity. It puts you at the very top, beyond reproach. Oddly, the reality is that it shows the learning game to be full of fake, poorly researched and simplistic theories and tools.
In the end, a combination of faked imagery and projected extra meaning by both the presenters and viewers of such images is a potent and saleable mix. Sadly, it is quality assured, taught and assessed. Practitioners become qualified on the back of bogus theory and practice. These three pyramids alone account for a massive and incalculable amount of wasted time and cost in education and training, not only of teachers but learners. Don’t be dazzled by colour and geometry. Question what is given and assumed as research and fact.
 Finally, after 40+ years in the business, I am greatly dismayed that many educators get their information from oral presentations and secondary (and in some cases tertiary) sources. This practice tends to result in passing along half-truths and misinterpretations.
Lorin W. Anderson
We can do no better than quote the above warning by the author of the revised Bloom’s Taxonomy, on the danger of visual misrepresentations of theory.

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