Synthesis: Navigating Levels Effectively

One of my favorite takeaways from Principles by Ray Dalio is the notion of above-the-line and below-the-line (hat tip: Matt). Dalio describes how to navigate both levels effectively in both work and life.

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To synthesize well, you must 1) synthesize the situation at hand, 2) synthesize the situation through time, and 3) navigate levels effectively.

Synthesis, in my own words, means the ability to identify, understand, and combine bits and pieces into a whole. A coherent end point. As my colleague Ian Stewart says, “Keep your eye on the prize. Or, on the next step.”

You could apply this principle in many areas of work and life:

  • Keeping meetings on topic with clear decisions at the end.
  • Converging on a minimum viable product launch.
  • Coaching and feedback conversations with peers, mentors, employees.
  • Business strategy and decision-making.
  • Presenting important information to a group: telling a story that sticks.

In addition to navigating the levels effectively, there’s an added benefit of shared language:

Use the terms “above the line” and “below the line” to establish which level a conversation is on.

This makes clear when a divergent or convergent conversation is needed.

Navigating the levels well means you are an effective communicator and decision maker. Able to balance inputs such as thinking, planning, and research with a clear and purposeful decision to move things forward.

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