The Ackoff Center Weblog provides an opportunity to keep up with the latest research in Systems Thinking. It is also a forum where you can interact with others in the field and share your own experiences.
September 28, 2018
Interactive Planning
"A methodology for solving an interrelated set of problems" (G.A. BRITTON & H. McCALLION, 1994, p.503).
According to these authors, widely inspired by R.L. ACKOFF's "Interactive Planning", the methodology includes five interconnected phases:
"Mess formulation: an analytical phase that results in a clear description of the problems and opportunities confronting an organization
"Ends planning (which) involves developing an idealized design and comparing it with the mess formulation to identify the gaps that need to be filled by planning
"Means planning (during which) alternate ways are invented to achieve the planning gaps identified during ends planning
"Resource planning (which) involves determining the resources that are available, the resources that are required to implement the means plan, comparing the resources required with the available resources to identify the resource gap, inventing and evaluating alternative ways to meet the resource gap, and selecting an appropiate resource plan.
"Implement means: the last phase, to identify the tasks required to implement the means plan, to assign these people for execution, and to design and establish a control system to monitor and control the execution" (p.504).
"The purpose of interactive planning is to enable the stakeholders of an organization to progress more rapidly toward the ideal of omnnicompetence. The idealized design of the organization should be more adaptive and better at learning than the existing organization" (Ibid).
"A friend of a friend is facing some push-back on the status of systems thinking as compared e.g. to managemen, psychology, other organisational thinking. This could potentially have impacts on her immediate career prospects.
So we are looking to create a collection of high profile organizations who have stated that we need more systems/holistic/joined-up/integrated/etc. thinkers to solve world problems."
Ellen Lewis contributed three stonking examples:
1. 2017, UN Chief Executives’ Board for Coordination described systems thinking as a “key way of working” and an essential “leadership characteristic” needed to respond to the “interconnectedness and indivisibility” of the United Nations’ 2030 Agenda for Sustainable Development and its 17 Sustainable Development Goals (SDGs).
United Nations Chief Executives Board for Coordination, 2017 First regular session of 2017, summary of deliberations Added to Library: 30 Jun 2018Last Updated: 02 Jul 2018
2. In 2018, the Governance Directorship of the OECD declared that “the time for piecemeal solutions in the public sector is over” and they recommended the use of systems thinking to instigate innovative solutions to cross-cutting and complex issues. Governance Directorate of the OECD Embracing Innovation in Government Global Trends 2018 http://www.oecd.org/gov/innovative-government/embracing-innovation-in-government-2018.pdf
3. The International Council for Science (ICSU), which reports to the UN, has released a report saying that a massive shift towards systems thinking for coordinating the SDGs is needed. This report is more systems-focused than any I have seen before, and ICSU are putting their money where their mouths are: they are integrating themselves with the Social Science equivalent body, to have a more systemic approach themselves. https://www.icsu.org/cms/2018/04/Science-and-Technology-Major-Group-Position-paper-HLPF-2018.pdf
"Two days ago I posted a partial transcription of a 2-hour video interview with C. West Churchman. Today I completed the full transcription, so here it is, in PDF format. The interview can serve as an introduction to Churchman the systems philosopher with regard to his early, seminal work on operations research, but also to his later, even more original work on social systems thinking, which he called the dialectical systems approach. The video, which was recorded in April 1987, shows that after his retirement his ideas on some aspects of the dialectical systems approach continued to evolve, especially where the relationship between the planner and the decision-maker (or the researcher and the manager) is concerned. In his categorical framework that falls under the category of ‘implementation’. The interviewer was Professor Ivanov, to whom all West Churchman afficionados owe a deep debt of gratitude for having arranged and produced these videos."
Russell Ackoff was an important early proponent of the field of operations research, and remained a tireless advocate for an expansive vision of what the field could be. Ackoff was raised in Philadelphia during the Great Depression. He enrolled at the University of Pennsylvania in 1937 and graduated with a bachelor’s degree in architecture. His graduate studies in philosophy were interrupted by the Second World War, during which he served in the Fourth Armored Division prior to moving on to Officer Candidate School. Afterward, Ackoff returned to Penn and resumed his study of philosophy under C. West Churchman. Churchman and Ackoff were both adherents to the “experimentalism” of the philosopher Edgar A. Singer, Jr., a doctrine dedicated to identifying proper scientific procedure. In the immediate postwar years Churchman and Ackoff worked to bring experimentalism into practice by establishing “institutes of experimental method.” Churchman and Ackoff moved to Wayne State University in Detroit in 1947, and in 1951 to the Case Institute of Technology in Cleveland, now part of Case Western Reserve University. There they wedded their philosophical vision to the new field of operations research, and created one of the first academic programs dedicated to the subject. Ackoff was a founding member of the Operations Research Society of America (ORSA), and served the organization as its fifth president. With Churchman and their colleague Leonard Arnoff, Ackoff was also an author of Introduction to Operations Research (1957), the field’s first textbook written as such. In 1964 Ackoff relocated the Case OR department to the Wharton School at Penn, where it merged with an existing statistics department. Throughout his time in OR, Ackoff insisted on working on practical problems of management, and maintained ongoing relationships with a number of clients, including Anheuser-Busch, which he collaborated with for decades. Ackoff resisted the confinement of his work to any particular methodology, and remained deeply concerned with problems of ethics and social responsibility.
There Is a Difference Between Doing Things Right and Doing the Right Thing
Continuing to invest more time, energy, resources in trying to do things right with Abbott is going to get us more of what we’ve got
Rich Ten Eyck
For a while now, I've been working on a paper dealing with the relationship between the 40-plus years of work in New Jersey on the development and refinement of curriculum standards, the related investment/development of large-scale assessments, and the persistently flat (with very few exceptions) NAEP (National Assessment of Educational Progress ) scores over that same span of years. The data seems very clear and the conclusions obvious. If we want to significantly increase student achievement for all kids, we haven't found the correct formula.
I began this project as a result of my reflections on the time I spent serving in the New Jersey Department of Education and the place of that work in the ongoing continuing discussions about education reform.
During this same time, I found myself drawn to the story of Newark. Much like following videos on YouTube, one book led to another… each adding another dimension to the story, none painting pictures of success. I realized there was a connection between what I was reading and the work on my paper; however, identifying that connection was proving maddeningly elusive.
Recently, though, in just one week along came Ms. Laura Waters’ analysis of the Abbott decisions and, from another source, a link to an interview with Russell Ackoff, conducted before his death in 2009. As a regular reader of this site, I needed no introduction to Ms Waters. Ackoff, however, was a new name. A little research revealed that he had a long, varied, and distinguished career, including a time from 1986 until his death as professor emeritus of the Wharton School at the University of Pennsylvania.
In Ackoff's interview he noted that, while we frequently used the terms synonymously, there was a growing recognition that there is a difference between efficiency and effectiveness and that Peter Drucker had captured this by saying that there's a difference between “doing things right” and doing “the right thing.”
Ackoff expands by suggesting that doing things right is about efficiency but doing the right thing is about effectiveness. He makes a strong case for the connection between wisdom and doing/identifying the right things. He notes further that when we try to do things right about the wrong thing, we actually make things worse. Such attempts at improvement actually take us further from both the recognition and accomplishment of the “right thing”.
There it was.
While at the Department of Education, I was proud to work with many good people who worked very hard to do testing right. Yet at no time did we consider the possibility that we were trying to do testing right without considering seriously whether or not it was the right thing. Ten years later, there is increasing (but nonetheless largely ignored) evidence that it was not the right thing. Accompanying this evidence, is the increasing voice of those pointing out the failure of this direction on both the ‘doing things right’ and the ‘right thing’ test.
Assume for sake of discussion that Ackoff was correct when he noted that we learn more from our mistakes than by doing things right. This places us in great shape. We’ve got more than a few mistakes from which to learn. One takeaway seems to be that we can continue to try to do things right or we can invest significant human capital in the exploration and identification of the right thing.
What seems abundantly clear is this: Continuing to invest more time, energy, resources in trying to improve “doing things right” with Abbott, the 40-year cycle of revised standards and assessments, the state takeover of school districts and municipalities, and the like is going to get us more of what we’ve got. It’s time to consider that we have identified the wrong thing and our attempts to do things right are actually taking us further away from any lasting solutions and from the right thing.
An Evaluation of R.L. Ackoff’s Interactive Planning: A Case-based Approach
Darek M. Hafton, Stockholm University School of Business Stockholm Sweden
First Online:
Russell L. Ackoff developed the Interactive Planning (IP) methodology as a conceptual tool to guide systematic and systemic development of organizations. One of its unique features is that such development should be ideal-oriented. IP has been well received within the Systems Thinking community in particular; where more than 300 applications of IP are mentioned. However, it has not been easy to answer the question:‘‘does the use of IP enable that which it is proposing to enable?’’ as there have been no systematic, empirically grounded, and critically oriented, evaluations of IP. This study attempts to offer such an evaluation. In this case, IP was employed to support a comprehensive development of a Department within a company. This IP application was evaluated using a set of predefined evaluation criteria derived from the IP as such and also from its critique. The results suggest that IP is indeed a powerful methodology to guide organizational development. While IP has several positive merits, a set of limitations were identified and serve here as a basis for deriving recommendations for the practitioners of IP and also suggestions of areas that merit further IP research.
Presentation by Banny Banerjee who is Director of Stanford ChangeLabs, and teaches Design Innovation and Strategy at the Hasso Plattner Institute of Design (Stanford University's d.school). His area of expertise is the use of Design Thinking for strategic initiatives and large-scale transformations directed towards sustainable futures. He founded Stanford ChangeLabs, which has ongoing research in Innovation Methodologies and transdisciplinary initiatives aimed at developing a new field: Innovation of Scaled Transformations. His research initiatives are centered on processes, paradigms, and integrated strategies to address complex challenges such as the future of water, energy, governance systems, and organizational transformations. In this presentation, Banny looks at...
1. We are entering an era marked by rapid changes and profound questions. 2. Our dominant models of leadership are ill suited for these new class of challenges. 3. System Leadership is a new approach that is a leadership style better suited to scaled and complex challenges - it has implications at personal, organizational, and policy levels.
The Russell Ackoff Doctoral Student Fellowship program of the Wharton Risk Management and Decision Processes Center provides grants to University of Pennsylvania Ph.D. students who are pursuing research in decision making under risk and uncertainty. The research fellowships are named in honor of an endowment provided to the Wharton School by the Anheuser-Busch Charitable Trust. Professor Emeritus of Management Science, Russell Ackoff’s work was dedicated to furthering our understanding of human behavior in organizations.
The fellowship awards range from $1,000-$4,000. Funds may be used for data collection, travel, and other direct research expenses (not stipend support, research assistants or computer purchases). Potential initiatives to receive funding include Insurability and Risk Management; Managing Environmental, Health and Safety Risks; Behavioral Economics; and Decision Processes. Doctoral students throughout Penn engaged in on-going research that relates to problems in decision making under risk and uncertainty are encouraged to apply. To apply: Applications must include a proposal and Ackoff_application-form-2018.
This is the first of eight segments recorded over two days at a Naval Training Facility in the 80's. In the first segment Russell Ackoff walks us though the progression of system science from mechanical, to organic, to social systems.
"Each of us has a theory of reality, a concept of the nature of the world which is referred to as our worldview. Our worldview is the cement that holds our culture together; we absorb it by osmosis in the process of acculturation. We are currently in the early stages of a tremendous change in the dominant worldview—a shift in age as large in its implications as the movement from the Middle Ages through the Renaissance to the Machine Age. In order to understand the change we are experiencing we need to look more closely at the philosophies and ideas that have shaped our current view of the world and the shift in thinking that is required as we move from the Machine Age into the Systems Age. To understand the challenges we face requires a historical perspective that traces the evolution of Western thought from the Middle Ages to the present."
