{"id":49227,"date":"2021-09-19T07:25:58","date_gmt":"2021-09-19T11:25:58","guid":{"rendered":"https:\/\/www.shortform.com\/blog\/?p=49227"},"modified":"2021-09-27T04:00:50","modified_gmt":"2021-09-27T08:00:50","slug":"blue-hat-thinking","status":"publish","type":"post","link":"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/","title":{"rendered":"The Blue Hat Thinking: The Metacognitive Hat"},"content":{"rendered":"\n<p>What is blue hat thinking in <em>Six Thinking Hats<\/em>? How and when should you use this hat?<\/p>\n\n\n\n<p>Psychologist Edward de Bono&#8217;s blue hat is also known as the metacognition hat. This master hat is usually worn by the leader of a meeting to make sure that the other participants are on staying on track.<\/p>\n\n\n\n<p>Keep reading to learn all about blue hat thinking.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The Blue Hat<\/strong><\/h2>\n\n\n\n<p>The blue hat is the master hat. <strong>Blue hat thinking is metacognition<\/strong>,<strong> <\/strong>or thinking about thinking. The master hat is the same color as the sky, to symbolize the bird\u2019s-eye view you\u2019re taking of the process when you\u2019re wearing this hat.<\/p>\n\n\n\n<p>For simplicity, usually the chair of the meeting wears the blue hat for the whole meeting\u2014however, participants can also don their blue hats to offer procedural suggestions. The blue hat designs the process, determines the agenda, and monitors the success of the discussion. The blue hat wearer is like an air traffic controller, orchestrating the contributions of the group so that they\u2019re offered and received as smoothly and safely as possible.<\/p>\n\n\n\n<p>The blue hat serves different functions at different stages of the process. <strong>Before<\/strong> the discussion, the blue hat offers plans, agendas, and a clear focus. <strong>During<\/strong> the discussion, the blue hat prompts and monitors contributions to make sure that everyone is on track. <strong>After <\/strong>the discussion, the blue hat collects the outputs and compiles them into a report, executive summary, or other communication.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Blue Hat Questions<\/strong><\/h3>\n\n\n\n<p>While wearing the blue hat, consider these questions:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>What exactly are we trying to achieve?<\/li><li>How should we think about this matter?<\/li><li>What\u2019s the best sequence of hats to use here?<\/li><li>How is the thinking process going?<\/li><li>What have we achieved?<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Blue Hat Data<\/strong><\/h3>\n\n\n\n<p>Blue hat data includes planning documents such as agendas, checklists, calendars, and Gantt (project tracking) charts. It also includes final outputs such as reports and overviews.<\/p>\n\n\n\n<p>Blue hat contributions include procedural suggestions, comments on the progress of the discussion, and suggestions for next steps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Key Blue Hat Concepts<\/strong><\/h3>\n\n\n\n<p>The blue hat monitors where people\u2019s attention is going in a discussion. Are they clearly focused on the task at hand? Are their contributions appropriate to the hat that\u2019s currently in focus? For example, if you\u2019re currently all supposed to be wearing <a href=\"https:\/\/www.shortform.com\/blog\/white-hat-thinking\/\">the white hat<\/a> and someone offers a stinging critique, the blue hat wearer suggests that they hold this criticism until it\u2019s time for <a href=\"https:\/\/www.shortform.com\/blog\/black-hat-thinking\/\">the black hat<\/a>.<\/p>\n\n\n\n<p>\u201cFocus\u201d doesn\u2019t mean that the meeting has to have only one goal. There can be multiple focuses, as long as everyone present is clear on what these are. An effective method is to frame the discussion with one broad objective and several more specific sub-objectives. For example, a meeting could have the broad objective of finding ways to increase customer satisfaction. Sub-objectives could be improving the company website and enhancing customer service in-store. The blue hat role manages the interplay among these three objectives, providing both the freedom to generate creative ideas on a general level and the discipline to stay with the sub-objectives long enough to workshop some specific, useful, practical ideas in these areas.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Probing and Targeting Questions<\/strong><\/h4>\n\n\n\n<p>Asking questions is a powerful way to focus attention. Questions often result in more open-ended, <a href=\"https:\/\/www.shortform.com\/blog\/independent-thinking\/\">independent thinking<\/a> than directives do. Consider the following instructions:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Directive: \u201cPut on your green hat and give me some new ideas on this.\u201d&nbsp;<\/li><li>Open-ended: \u201cLet\u2019s put on our green hats. What happens if\u2026 ?\u201d<\/li><\/ul>\n\n\n\n<p>The second instruction carries a sense of freedom and potential that the first doesn\u2019t. There\u2019s nothing wrong with direct orders\u2014they might even be preferable in some circumstances\u2014but they prompt a different type of thinking than questions do. Blue hat expertise is knowing when it\u2019s best to ask questions.<\/p>\n\n\n\n<p>Blue hat wearers also need to be clear on the <em>type <\/em>of questions they\u2019re asking. There are two main types of questions: <strong>Probing questions <\/strong>and <strong>targeting questions<\/strong>. Probing questions are open. As in fishing, you put your bait on a hook, drop it in the water, and see what shows up (if anything). Targeting questions set up a specific target and aim at it. Targeting questions are usually questions with yes or no answers, questions that have objectively verifiable answers, or questions that set up a few different alternatives and try to identify which is correct.<\/p>\n\n\n\n<p>Examples of probing questions are:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201cWhat can we do to make sure this new competitor doesn\u2019t interfere with our sales?\u201d<\/li><li>\u201cHow can we manage carbon dioxide emissions internationally?\u201d<\/li><\/ul>\n\n\n\n<p>Examples of targeting questions are:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201cWhat does the new competitor provide that we don\u2019t?\u201d<\/li><li>\u201cWhat measures are currently in place to manage carbon dioxide emissions? Are they working?\u201d<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Breaking Down Problems<\/strong><\/h4>\n\n\n\n<p>Most problem-solving meetings start with a large, amorphous problem. To discuss this problem properly, it helps to break down the high-level problem into small pieces that can be solved more easily. The blue hat wearer decides exactly which sub-problems will be addressed and in which order.<\/p>\n\n\n\n<p>Examples of sub-problems might be:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201cList some ways we can find out whether our customers are happy.\u201d<\/li><li>\u201cGive this new product the black hat treatment.\u201d<\/li><li>\u201cWhat are our next steps from here?\u201d<\/li><\/ul>\n\n\n\n<p>It\u2019s also the job of the blue hat to acknowledge when little progress has been made on a sub-problem. The blue hat wearer should acknowledge this openly (\u201cOK, we don\u2019t seem to be getting anywhere on this and I\u2019d like to move on\u201d) and decide whether to continue or to shelve the issue temporarily or permanently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How to Use the Blue Hat<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>The blue hat isn\u2019t limited to determining and monitoring the use of the other hats. Any discussion of strategy, goals, and procedures is blue hat work.<\/li><li>You can put on your blue hat at any point. If you feel that the procedure could be improved, or would like to suggest a change of hat, put on your blue hat and ask for this. For example: \u201cPutting on my blue hat for a second, it seems to me that there are some strong unacknowledged feelings here. Perhaps we should all put on our red hats and get them out into the open.\u201d<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Advice for Facilitators<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Blue hat thinking fits most naturally at the start and end of a discussion, though you may need to cycle back to it if the discussion strays off track. The first blue hat period is concerned with framing the topic clearly, setting goals for the session, and planning the sequence of hats to be used. The final blue hat period is concerned with creating an overview of the discussion that just took place, finalizing any decisions that remain outstanding, and determining what further action needs to be taken and by whom.<\/li><li>You can ask for a hat-based task to be done directly in the meeting: \u201cSalim, put on your <a href=\"https:\/\/www.shortform.com\/blog\/red-hat-thinking\/\">red hat<\/a> and give me your strongest emotion on this proposal.\u201d Or you can assign a task to be done after the meeting, individually or in a group: \u201cYing Ren and Howard, please take this proposal away and yellow hat it together. I\u2019ll meet with you both tomorrow.\u201d<\/li><li>Blue hat thinking is a specific skill, and sometimes people who are excellent at leading other types of meetings are not naturals at wielding the blue hat. If you usually lead meetings but are not very confident or skilled with the blue hat, consider allocating the role to someone else.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Exercise: Try on the Blue Hat<\/strong><\/h2>\n\n\n\n<p>Create a draft meeting agenda or thinking plan based on the six hats.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Write down either: (1) a problem you\u2019re currently facing at work, or (2) a problem outside of work that you think might be amenable to the Six Hats method.<\/li><li>Consider the function of each of the six hats: The blue hat is for procedure, the white hat is for information, the red hat is for emotion, the black hat is for criticism, <a href=\"https:\/\/www.shortform.com\/blog\/yellow-hat-thinking\/\">the yellow hat<\/a> is for constructive thinking, and <a href=\"https:\/\/www.shortform.com\/blog\/green-hat-thinking\/\">the green hat<\/a> is for new ideas.\u00a0<\/li><li>Put on your blue hat. Which of the above do you think should be addressed first and why?\u00a0<\/li><li>Sketch a plan for the whole thinking process. Remember to touch on each hat at least once. Feel free to circle back to important hats as many times as you like.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What is blue hat thinking in Six Thinking Hats? How and when should you use this hat? Psychologist Edward de Bono&#8217;s blue hat is also known as the metacognition hat. This master hat is usually worn by the leader of a meeting to make sure that the other participants are on staying on track. Keep reading to learn all about blue hat thinking.<\/p>\n","protected":false},"author":8,"featured_media":49249,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[14,21,9],"tags":[495],"class_list":["post-49227","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","category-philosophy","category-psychology","tag-six-thinking-hats","","tg-column-two"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Blue Hat Thinking: The Metacognitive Hat - Shortform Books<\/title>\n<meta name=\"description\" content=\"In Six Thinking Hats, the blue hat is the metacognition hat, or the &quot;thinking about thinking&quot; hat. Learn how and when to wear it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Blue Hat Thinking: The Metacognitive Hat\" \/>\n<meta property=\"og:description\" content=\"In Six Thinking Hats, the blue hat is the metacognition hat, or the &quot;thinking about thinking&quot; hat. Learn how and when to wear it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\" \/>\n<meta property=\"og:site_name\" content=\"Shortform Books\" \/>\n<meta property=\"article:published_time\" content=\"2021-09-19T11:25:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-27T08:00:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/s3.amazonaws.com\/wordpress.shortform.com\/blog\/wp-content\/uploads\/2021\/09\/blue-hat.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"985\" \/>\n\t<meta property=\"og:image:height\" content=\"503\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Hannah Aster\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hannah Aster\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\"},\"author\":{\"name\":\"Hannah Aster\",\"@id\":\"https:\/\/www.shortform.com\/blog\/#\/schema\/person\/f39f52830e4f7039a16e45d12354542f\"},\"headline\":\"The Blue Hat Thinking: The Metacognitive Hat\",\"datePublished\":\"2021-09-19T11:25:58+00:00\",\"dateModified\":\"2021-09-27T08:00:50+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\"},\"wordCount\":1406,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.shortform.com\/blog\/wp-content\/uploads\/2021\/09\/blue-hat.jpg\",\"keywords\":[\"Six Thinking Hats\"],\"articleSection\":[\"Management\",\"Philosophy\",\"Psychology\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\",\"url\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/\",\"name\":\"The Blue Hat Thinking: The Metacognitive Hat - Shortform Books\",\"isPartOf\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.shortform.com\/blog\/blue-hat-thinking\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.shortform.com\/blog\/wp-content\/uploads\/2021\/09\/blue-hat.jpg\",\"datePublished\":\"2021-09-19T11:25:58+00:00\",\"dateModified\":\"2021-09-27T08:00:50+00:00\",\"description\":\"In Six Thinking Hats, the blue hat is the metacognition hat, or the \\\"thinking about thinking\\\" hat. 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