Start with “Why” before you move to “How”

Start with "Why" before you move to "How"

Something I've noticed over my years in consulting is that when there is a process problem the natural inclination is to ask "How can we make this process easier/better/faster?" But as often as not, the real question we should be asking first is "WHY are we doing this?" Or to put it another way, "What are we trying to accomplish with this process?"

I once worked with an association who had been working very hard to improve their online membership application. Part of the challenge was that their paper application was four pages long and trying to collect all that data online was proving to be very cumbersome. So rather than suggesting how we might change the process to improve it, I first asked "Why are we collecting all this data during the membership application process?"

Not surprisingly, some of the answers included "We analyze this information for trends" and "We've always collected this information." But the truth was, the information wasn't necessary as part of the application process. So eventually the association agreed to remove most of the questions during the application process, deciding instead to collect that additional information after the membership had been processed.

Too often when we go to fix a process, we only look at how we can change the process, rather than considering whether we need the process at all. That is why we need to ask "why" before we ask "how."

Wes's Wednesday Wisdom Archives

You CAN compete with the big guys…

April 2, 2025

You CAN compete with the big guys… In my experience, associations often undersell their actual […]

Join (or start) your users group!

March 26, 2025

Join (or start) your users group! Today’s message is simple: If the AMS you’re using […]

They don’t care, until they care.

March 19, 2025

They don’t care, until they care. One of the more common questions I get from […]

Longfellow and data management

March 12, 2025

Longfellow and data management “We judge ourselves by what we feel capable of doing while […]

Do you really need all that historical data?

March 5, 2025

Do you really need all that historical data? A question I’ll often get from my […]

AI actually requires thinking

February 26, 2025

AI actually requires thinking “I don’t think AI introduces a new kind of thinking. It […]

It’s not the mistakes, but how you respond

February 19, 2025

It’s not the mistakes, but how you respond Recently a client was complaining about a bug that […]

The hidden costs of bad data

February 12, 2025

The hidden costs of bad data Nobody likes bad data, and presumably we’re all working […]

Don’t let your customers edit their names online!

February 5, 2025

Don’t let your customers edit their names online! This issue came up recently and I […]

Once is an accident, twice is coincidence, three times is a pattern.

January 29, 2025

Once is an accident, twice is coincidence, three times is a pattern. We’ve probably all […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top