Critical systems heuristics

Competencies for systems thinking practitioners. Part 1: Overall expectations and knowledge

Edited by Gabriele Bammer

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What knowledge, skills and behaviours are required by those seeking to provide expert systemic analysis, advice and facilitation to support decision-makers in understanding and addressing complex problems, ie., problems that have no single ‘owner’ or cause, and no simple solution? What should decision makers be able to expect from the systems thinking practitioners they engage with?

The UK Institute for Apprenticeships and Technical Education (no date) provides competencies in knowledge, skills and behaviours and these are reproduced here (knowledge competencies), and in a companion blog post (skills and behaviour competencies). This list of competencies provides a very useful way of getting an overview of systems thinking and the skills required.

What should systems thinking practitioners be able to do?

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Co-producing knowledge: Phases, issues and the td-net toolbox

By Sibylle Studer and Theres Paulsen

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1. Sibylle Studer (biography)
2. Theres Paulsen (biography)

What are the steps involved in co-producing knowledge in transdisciplinary research? What tools are available to help knowledge co-production and for what purpose should they be used?

Based on our experiences with the td-net (Network for Transdisciplinary Research) toolbox, we discuss how knowledge co-production can be organized along an ideal type of a transdisciplinary research process.

Phases and key issues of co-production

In developing the td-net toolbox, we used the following four phases of knowledge co-production, which require an iterative, rather than linear, approach:

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Assessing assumptions about boundaries with critical systems heuristics

By Werner Ulrich

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Werner Ulrich (biography)

How can those participating in research effectively reflect on their own assumptions about where they set boundaries around: problems, solutions, measures of success, knowledge claims and other aspects of research? These aspects are inevitably partial in the dual sense of representing a part rather than the whole of the total universe of conceivable considerations, and of serving some parties better than others.

How can examination of assumptions about boundaries be employed as an emancipatory practice to assess the assumptions of others and to point to better ways of serving the disenfranchised and marginalised?

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System redesign toward creating shared value

By Moein Khazaei, Mohammad Ramezani, Amin Padash and Dorien DeTombe

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1. Moein Khazaei (biography)
2. Mohammad Ramezani (biography)
3. Amin Padash (biography)
4. Dorien DeTombe (biography)

How can services that are provided to citizens be overhauled so that they will survive, be competitive and be fair (eg., accessible to all)? Is there a systematic way in which shared value can be created? By shared value we mean combining social and environmental interests with corporate interests.

We have developed a methodology that we call “System redesign toward creating shared value” or SYRCS. It comprises 4 stages, shown in the figure below. They are:

  1. emancipation and critical thinking
  2. problem structuring
  3. multi-criteria and quantitative decision-making
  4. creating shared value.

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How systems thinking enhances systems leadership

By Catherine Hobbs and Gerald Midgley

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1. Catherine Hobbs (biography)
2. Gerald Midgley (biography)

Systems leadership involves organisations, including governments, collaborating to address complex issues and achieve necessary systemic transformations. So, if this is the case, how can systems leadership be helped by systems thinking?

Systems leadership is concerned with facilitating innovation by bringing together a network of organisations. These then collaborate between themselves and with other stakeholders to deliver some kind of service, influence a policy outcome or develop a product that couldn’t have been achieved by any one of the organisations working alone.

Recognising that a network of organisations can achieve something that emerges from their interactions involves a certain amount of implicit systems thinking. After all, the classic definition of a ‘system’ is an identifiable collection of two or more parts that has properties, or achieves outcomes, that can only be attributed to all of the parts interacting, not any one of the parts in isolation.

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Critical Back-Casting

By Gerald Midgley

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Gerald Midgley (biography)

How can we design new services or strategies when the participation of marginalized stakeholders is vital to ethicality? How can we liberate people’s creativity so we can move from incremental improvements to more fundamental change?

To answer these questions, I have brought together insights from Russ Ackoff and Werner Ulrich to develop a new method that I call Critical Back-Casting.

Russ Ackoff, writing in the 1980s, is critical of organizations that focus on incremental improvements without ever asking whether they are doing the right thing in the first place. Thus, they are at risk of continually ‘improving’ the wrong thing, when they would be better off going for a more radical redesign. Ackoff makes two far-reaching prescriptions to tackle this problem.

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