No. 06 Essay
The checklist was never the intervention.
The same one-page checklist halved deaths in one study and did nothing in another. What that says about artefacts, evidence and where design is worth most.
Copy the artefact. Audit the compliance. Wonder why nothing moved.
Almost everything a design team produces is an artefact: a screen, a form, a template, a checklist. It is natural to assume the artefact is the thing that works, because it is the thing you can hold. The most famous checklist in medicine says otherwise.
The same piece of paper, twice
Predict before you look
Nothing exotic on it. Confirm the patient and the operation. Confirm which side of the body. Confirm the antibiotics were given. Everyone in the room says their name and role out loud.
A Eight hospitals, 2009
The study that made it famous
- 7,688 patients, before and after
- Deaths fell from 1.5% to 0.8%
- Complications fell from 11% to 7%
B Ontario, 2014
The same checklist, made compulsory
- About a hundred hospitals
- Roughly 200,000 patients
- Result: ?
What happened in Ontario?
No reduction in deaths. No reduction in complications. Twenty-five times the sample, and a stronger study design. The null result isn’t a weaker finding. It is a better-identified one.
Meanwhile a Dutch study that redesigned the whole surgical pathway, rather than issuing a form, cut complications from 27.3 to 16.7 per 100 patients.
The paper was the occasion, not the intervention
What worked in the first eight hospitals was the briefing, the habit of checking, and the fact that a junior nurse now had explicit permission to stop a senior surgeon.
Ontario made the paper compulsory and audited the signatures. It got signed pieces of paper. The behaviour that produced the original result was never copied, because nobody had named it as the thing that worked.
This isn’t confined to hospitals. Schools get it with mandated lesson-plan templates, when what made the pilot work was the planning conversation between two teachers. Product teams get it with design systems, when what made the first team fast was a shared habit of reviewing work together.
Before you copy something that worked, name the behaviour it was the occasion for.
The best evidence sits on the least valuable work
Go back to the gas fitting from the last piece. Nobody has run a trial on it, and nobody ever will. You don’t need evidence for something that can’t happen.
That creates a real problem. The cheap things to test are the low-consequence things. So the strength of the evidence runs roughly opposite to the size of the effect.
- Judge design by asking “where’s the study?” and you will reliably fund the wrong work.
- Argue for design using studies and you will reliably argue for the wrong work.
Consequence and credit vary independently
Two things decide what a design decision is worth.
- Consequence: does the decision sit on the path by which the system actually fails, and does it repeat?
- Credit: can anyone see the effect, attribute it and count it before the next performance review?
So the profession has arranged itself around the work it can count, then objects when executives treat design as the function that produces small numbers. The executives are reading the evidence the profession handed them.
Nobody is promoted for a disaster that failed to occur
Los Angeles wrote a schools technology specification that a federal review later found had effectively excluded every supplier except Apple. It then spent about $1.3 billion acting on it. The iPads came preloaded with a curriculum that 2 of 69 trial schools ended up using.
The specification was written before anyone with a design title was involved, and it fixed the outcome more completely than any later decision could. One person rewriting that document could have changed the whole programme. Nobody would have been able to see they had done anything.
Purchasing documents, standards, defaults and interlocks are the highest-leverage objects in most large organisations. Deciding once, for everybody, is what a headquarters is for.
Take this with you
- The artefact is rarely what carries the effect. The behaviour it occasions is.
- The work that is cheapest to measure is usually the work that matters least. Don’t let the evidence pick your priorities.
- The highest-value design objects are often documents nobody thinks of as design: specs, defaults, standards.
If your best work photographs well, it probably wasn’t your best work.
Try this week
Find the behaviour behind one artefact.
- Pick one artefact your team shipped or mandated this year: a template, a checklist, a component, a form.
- Write one sentence on the behaviour it was supposed to make happen.
- Find out whether that behaviour happens. Watch it, or ask someone who has. Signing the form doesn’t count.
To mull over
- Which document upstream of your product (a spec, a contract, a policy) is quietly deciding more than your screens are?
- What work have you avoided because it would leave no evidence that you did it?
- If your team could only be judged on failures that didn’t happen, how would you show your work?
Sources
- Haynes, A. B., et al. (2009). A surgical safety checklist to reduce morbidity and mortality in a global population. NEJM, 360(5).
- Urbach, D. R., et al. (2014). Introduction of surgical safety checklists in Ontario, Canada. NEJM, 370(11).
- de Vries, E. N., et al. (2010). Effect of a comprehensive surgical safety system on patient outcomes. NEJM, 363(20).
- Newcombe (2015) and LA School Report, on the Los Angeles Unified iPad procurement.