In Part 3 of our four-part series on the AI Implementation Canvas, Meg Fairchild and Megan Torrance explore the Design & Implementation Enablers section of the Canvas.

They discuss how organizations can move from scattered AI experiments to structured pilots, thoughtfully select which ideas to pursue, and safely scale the projects that show promise. They also explore how learning professionals can bring their existing strengths in measurement, impact, collaboration, and capability building to AI initiatives.

Listeners will learn:

Stay tuned for Part 4.

Hosts: Megan Torrance and Meg Fairchild

Producers: Meg Fairchild and Dean Castile

Music: Original music by Dean Castile

Resources & Links from this Episode

Connect with Megan Torrance on LinkedIn

Read Megan’s New Book!

Antifragile: Things That Gain from Disorder by Nassim Nicholas Taleb

AI Transparency Statement

AI was used to generate the first draft of the transcript and the show notes for this episode. It was then edited by real humans.

Transcript
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Hey Megan, let's do a podcast. Great idea. What

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should we talk about?

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Today we are talking about the Design and Implementation

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Enablers section of the AI Implementation

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Canvas. Megan, one of the things that I've heard you talk about with

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the AI Implementation Canvas is that it's a capability

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builder as much as a practical tool for a single

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implementation. It strikes me that this section of the canvas

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embodies that capability-building aspect more than any of

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the other ones. Yeah, I think I agree with you 100%. Well, no,

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"I think I agree with you 100%"? I totally agree with you 100%.

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The design of the

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Canvas is such that you use the Canvas for every implementation

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in an organization, and that

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means you might be using it a lot if you have a lot of things

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going on. And the more that you use it, and the more the team

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uses it, the more natural it's going to become to raise these

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questions and have these conversations. In the early days of gen

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AI release at Torrance Learning, our pilot teams... I think

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we had six teams at one point each using a Canvas. And

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that built in

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early on the practice and the routine of thinking

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around all these questions, these 14 planning dimensions, so

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that the team in future implementations can be arriving

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at each of these conversations faster. They're like, ah, I've been here before, done

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that. But when we get into design and implementation

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enablers, that's really about how do we start from

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pilots, make thoughtful selections, and then

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scale the projects that make sense scaling. So this is

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one in which we're using the Canvas a lot

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and really, really leveling up the entire game. Design

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and Implementation Enablers is just one of the four sections.

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There's Strategic Foundations, there's Technology & Experience

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Infrastructure, there's also Human-Centered Adoption & Change, which will be another

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conversation. That'll be a good one. Yeah, looking forward to that.

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You mentioned pilots. I mean, so many pilots when it

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comes to anything AI related. I've heard even

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the term "random acts of AI." So how do organizations

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pilot things efficiently and how do they figure out what

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pilot projects make sense to move forward? This

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is done in a number of different ways, but I think

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some of the most informed approaches I've seen

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have been almost like new product development.

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And there are a number of opportunities to get

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engaged, and they bring in.... One of the companies that I

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researched for the book had a very structured

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process by which they had a bunch of different pilots. Anybody could

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submit an idea, and then ideas were vetted with some

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criteria that were consistent across the organization so

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that everybody's idea got a look,

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but also that perspective and that feedback from that consistent

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rubric. And then things that passed that first look got a little bit of time

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and a little bit of funding to create a

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prototype and to experiment a little bit. They also got support from the

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organization. Can you imagine an organization of thousands

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of people and everybody's got an idea about how to use AI a different way?

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It's really hard from a governance perspective and keeping track of where is

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our data and what's going on. So how do you resource that and provide each

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one of those teams with some support? Requires a lot of transparency and

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communication. So when you make it

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okay to experiment, provide structured avenues and

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support for experimentation, you then

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bring all of those little random pockets in the organization that don't know

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what the other part is doing, brings them together and

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allows them to have a much more structured and organized

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approach to having a lot of innovation going on at once.

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Yeah. Another planning dimension you have here is

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scaling and integration. And when I think about

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scaling, you can think of pilots as like,

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they could be small scale, but they also could be really large scale.

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So it's sort of a layer on top of that even

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and just another dimension to look at. So some AI projects and organizations

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are going to be really big. They're going to like upend the way that systems

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and processes work across your org, or

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that there might be others that are going to be super small, right? Yeah. And

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I think once a project has been greenlighted to

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scale, that's not a "send the link to everybody!"

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kind of moment, right? "Yay!"

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That sounds dangerous.

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But because

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you're right, it's dangerous at that kind of

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pivot point from pilot to scale, right? If you can go to pilot,

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generally it may use dummy data, it may be a small portion of the

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organization, it may not have

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direct ... it may have a lot of humans sitting around watching it, making sure

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it's been paying attention. So as we move from pilot to

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scale, then we start looking at

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IT and security involvement. We start looking

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at stress testing and volume

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testing for products. We may look at,

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for lack of a better word, kill switch. How do we very

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efficiently get the signal that this thing has gone awry and turn it

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off before it causes more damage? And that's actually

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some of the considerations around projects that we've got. How

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do we monitor, by a human, maybe even

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supported with AI, but how do we monitor these things and then make sure that

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we turn them off if things aren't

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going well? And what are the rules for that? So there's a lot

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of considerations around scale.

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And then I think there's also, like, how do we manage? How do we manage

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this once it's huge and big and everybody's using it in an organization?

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So it's a worthy

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time to have a slowdown, a pause, and a lot of conversation.

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You used a word when you were talking there. You said the word

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signal. And that makes me think about measurement and impact

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as well. I know we've talked in a lot of other episodes

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that we've done about the importance of measurement. I'm

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sure there's aspects that we want to measure here too, right?

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Yeah. One of the things we want to be looking at as we design pilots

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and then move into scale is what does success look like?

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How will we know when we have it? And

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what does success look like for people, for performance, for the organization

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overall? And

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this gets tied back to our business goals. What are we trying to achieve

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here? And are we achieving this? And what happens

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when we do? Right, so say a goal is to reduce a particular

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process, reduce the speed it takes to complete that. If we

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reduce the speed it takes to complete that, what do we do with that extra

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time? So there's all sorts of

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considerations here. And some of these things are going to be easy to measure, and

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some of these things are not going to be easy to measure. But one of

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the things that learning professionals bring to the table is

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this focus on measurement and impact. And

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both in the activity measurements — "are people using it?" The

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effectiveness measurements — "are they using it well and using it

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to change their work and outcome metrics?" Like, did it

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achieve those desired outcomes? So there's lots of

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opportunities here for us to apply the skills that we have already in

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learning design and that

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we could

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borrow from our learning products into these AI products

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and projects. When I'm

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thinking about takeaways here, the first thing that comes to

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mind is that this is almost about a

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transition in a way, like we're talking about maybe

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pilots to scaling and almost a maturity that's

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taking place in this section of the quadrant. Would you say that's right? I

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do. Yeah, I agree. And it's even — I think there's

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both maturity in moving from pilot to implementation with a rigorous

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measurement, but also maturity in even having those structures

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in the organization in the first place. Mhm, and having those conversations. What's

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one more thing you've got for us? You know,

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one of the things we talk about is like, "where are the people in each

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of these sections?" And the

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people here are — what I love

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about the, especially the experimentation and pilots perspective,

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is there's innovation and a

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divergence-of-thinking opportunity to get

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a lot of people involved and excited and an

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opportunity for sideline skill development around that.

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"How do I make a business case?" "How do I present my case?" "How do

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I team with other people across the organization to be on this

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part of this project team?" And "how do I connect in with the purpose of

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my organization by participating in this innovation

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effort?" So there's a lot there and

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a lot of really good conversation, I think,

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to be had. Yeah. I mean,

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pilots need people. Pilots need people.

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And feedback, which we can measure. Go figure.

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All right, Megan, how'd that one go? That was a lot of fun to

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talk about. It was — I love, you know

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me, I love a good hackathon. So I get very

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excited about the experimentation end of things and

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the prototyping, like, "hey, can we build this thing?" And I know, like, personally,

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sometimes I get frustrated when you hit what

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feels like organizational friction

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to scaling. That friction is there

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for a really good reason. And so

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that's important. But it is definitely a gear shift and a

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speed shift that's important but sometimes hard for

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individuals to internalize.

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Instead of friction, I thought you were — you mentioned "antifragile" the

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other day, and it almost

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made me think of like, I thought your brain

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or my brain was starting to go towards, like, "I hit the organizational

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rigidity." Yes!

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But yet from an antifragile — right. So let's back up,

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right? The concept of "antifragile," or "anti-fragility." And we'll

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put the link to the book in the show notes because it's a concept —

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I'm super fascinated, right? So one of the

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core themes here is that things that are fragile,

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when you push up against them, they break.

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Your pilots might be fragile. Right. It's a prototype. It's

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not built out and robust. Things that are rigid,

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when you push up against them, they also break. They push back

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or they stop. That's not healthy either. And then

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things that are antifragile, when you push up against them, they actually get

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stronger. And it helps the team get stronger, it helps the organization and the process

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gets stronger. So that pushback from the organization — at

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scale, at governance, at bringing the security people and

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looking at the wider impacts — absolutely makes an

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idea stronger. This is Meg Fairchild and

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Megan Torrance, and this has been a podcast from

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TorranceLearning. Tangents is the official podcast of

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TorranceLearning. (As though we have an unofficial one.) Tangents

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is hosted by Meg Fairchild and Megan Torrance. It's

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produced by Dean Castile and Meg Fairchild, engineered and

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edited by Dean Castile, with original music also

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by Dean Castile. This episode was fact checked

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by Meg Fairchild.