Chapter 6
Octalysis™
Octalysis™ is a one-word descriptor for Octal Analysis, a process that uses eight points or conditions for
describing the object or event being analyzed. It is the analysis of three criteria, each of which has two
extremes. The geometric representation of this is six pyramids, which are shown in the illustration. Each
pyramid has five sides, and the cube constructed from these pyramids has six. The reason for the
terminology "Octalysis," which denotes "eight," is that in Cramer's Cube, the criteria used in our analysis
are not analyzed from the vantage point of their poles. That approach would yield only six (three criteria
times two poles). We only create an octal world when we combine the pyramids and construct Cramer's
Cube. Now it is easy to see the eight. It is the corners of the cube, four each on the top and bottom of the
cube.
The eight corners have been assigned the name PV for Point of View. Each member of the team whose
pyramid is at the juncture of a PV will share responsibility for the analysis at that particular PV. Three
team members will discuss the dynamics of the contiguous pyramids that comprise the PV. They will
collaborate on the effects that result from this union. As independent Pyramists, you have a deep
understanding of the pyramid for which you are responsible. Now, the objective is to understand the
effects produced by the influence of each pyramid on its neighbors.
In the aftermath of 9/11, many government intelligence and enforcement organizations were forced to
review their actions and policies in the period leading up to 9/11. They were challenged to answer some
very hard questions. Was the agency's information gathering adequate? Did inter- and intra-agency
communication operate properly and efficiently? Were all possible scenarios covered in the planning
process and were appropriate responses established? Since the attack resulted in such devastation, it is
apparent that something, or many things, went wrong. One person quoted at the time of the attack said
that it was not a security failure. The tragedy of 9/11 was not a failure of preparation but a failure of
imagination. He went on to explain that many scenarios for attack were discussed, analyzed, and
prioritized. Only in hindsight could they have realized that individuals or groups would not only conceive
of the method of attack used on 9/11, but that they could actually implement the plan. The thinking on the
part of the teams who were constructing the scenarios of defense against possible terrorist attacks was that
it was not conceivable such a plan could be carried out. In Cramer's Cube, we are not faced with such a
daunting task. Should this team fail to meet its objectives, there will be no loss of human life. However,
there is a dramatic lesson to be learned from this story. We need to be vigilant that we do not suffer a
failure of imagination.
In Octalysis, you will be conducting yourself like the director of a government agency. In the aftermath of
9/11, each agency first undertook an internal accounting of itself. With the resulting knowledge, the
agencies then began the process of analyzing interagency dynamics. In our little geometric world, we will
be conducting an interpyramid analysis. After completion of this exercise, the output of the effort and the
insight gained will be shared with other team members in a quantitative manner. As a member of a PV
team, you will be expected to determine if each Pyramist strictly adhered to the specified methodology.
It will be important to evaluate the extremism of each Pyramist. Did each member of the group diligently
gather information at the absolute bottom of the pyramid? Did each member adhere to the extreme
analysis guidelines that were mandated by the entire team at the beginning of the process? Before
discussion begins on the effects resulting from the joining of the pyramids, the three members of this
corner group must analyze and certify the integrity of each pyramid. Again, make the determination that
the Pyramist responsible for each pyramid intensely focused his or her analysis in the lowest portion of
the pyramid, which is defined as the extreme limit of that particular criterion. Self-discipline requires that
each of you forthrightly determine that all members applied the proper degree of diligence. Amongst
yourselves, reapply the process of P.O.V: Provocation – Observation – Validation.
Ideally, a team is comprised of six individuals. The methodology can support team sizes from four to
eight, but the partitioning of responsibility and the collaboration sessions have the greatest impact and
efficiency when the team is comprised of six team members. In addition to the mathematical derivation of
this number based on the six pyramids, team dynamics appear to be at their optimum with six members.
A team of this size should yield the proper degree of diversity to create vibrant interactions.
If the team is comprised of four individuals, two members will be required to be the Pyramists for two
pyramids. These Pyramists will perform the PV exercise for two pyramids, but there are limitations. The
second assigned pyramid cannot be opposite the person's primary pyramid. The analysis suffers if an
individual attempts to be the Pyramist for two pyramids that comprise the poles of the same criteria. In
other words, one individual cannot be responsible for a pyramid-pair. The team members who are
responsible for a second pyramid will be assigned one of the other four pyramids. For eight members, the
two additional members will be assigned to two pyramids that the team designates as being most critical
to the success of the exercise. These critical pyramids will now have two individuals assigned as
Pyramists.
With each of the pyramids now having known properties, the individual team members will rotate around
the cube from the vantage point of the PVs. Through this process, every individual will have the
opportunity, actually the responsibility, to add his or her personal and professional perspective at all PVs.
This circulation process will enable individual team members to contribute experience, insight, and
viewpoints to the analytical process.
As you can probably see, Octalysis is a methodology of analysis and collaboration for reaching an
objective. By design, it ensures the greatest utilization of the talent possessed by each individual. The
vantage point from which each individual works is not outside the box. The perspective that is established
is at the corners of the cube, and the Kinetic Diversity™ is released inside the cube.
Having gone through the massive economic swings of the recent millennial inflection period, have we
learned any profound lessons as individuals or organizations? The Internet Bubble has burst! It came and
went so fast, it might have actually been an illusion that fooled all of us. It seems that everyone has been
hit with the shrapnel from the exploding bubble. Most of us are simply grateful that we have survived. As
Annie said, "The sun wi