The Relationship of ‘Systems Thinking’ to Action Research

This article investigates the relationship of systems thinking to action research by reviewing the main developments in systems thinking and relating these to action research. There are two main lines of thought in systems thinking that lead to wholly different conceptions about action research. The first (systems thinking) advocates thinking about real social systems that it assumes exist in the world. The second (systemic thinking) supposes only that the social construction of the world is systemic. Greater emphasis is placed on systemic thinking consistent with its greater importance to contemporary action research. The article concludes that systemic thinking when taken to its practical conclusion from a critical perspective offers to action research a somewhat unique liberating praxis. Concern that any liberating praxis could remain hollow is addressed through a certain kind of ‘spiritual’ awareness that is suggested by wholeness.     

Feminist Systems Theory: Learning by Praxis

Feminist Systems Theory (FST) is an emerging theory grounded in cultural ecofeminism and critical systems theory. FST’s contribution is in a set of principles that contain implications for community development and social research. FST brings to the fore the importance of valuing and considering the voices of people at the margins of social research and community development projects and is an effort towards a new ontology and language of person and nature to adequately address environmental marginalization. The ‘systems’ theory contribution to FST enriches our repertoires of methods and tools with an emphasis on systems thinking characterised by the use of boundary analysis. FST is ideally situated to enhance systemic intervention practice, an application of action research and participatory research practices. This paper will examine ‘process philosophy’ necessary to understand the nature of boundary analysis and the implications for FST and praxis with relevant examples drawn from case studies of current applications of FST in action research settings; (1) economic analysis and transition pathways; (2) policy analysis of the Close the Gap strategy for Indigenous equality and equity in Australia; (3) a community food distribution system; and, (4) a community health and diabetes prevention program.     

Creating ‘Rhizomatic Systems’ for Understanding Complexity in Organizations

The article describes and demonstrates the use of a new research proposal for understanding the complexity in organizations in terms of a Deleuzian sense of an event. It creates the rhizome metaphor that allows the emergence of different ways of systems thinking, a legitimate challenge to the Modernist’s orthodoxy. For Deleuze and Guattari, micropolitics are the essence of what we call ‘rhizomatic systems.’ It is this concept of the organization, as a rhizome or rhizomatic systems that we want to focus from ‘problem solving’ in a real-world situation to the process of problematization, that is, the making or appreciating a series of events in the problematizing fields. The paper draws on the research experience in which participatory action research was carried out in a Korean distribution company. The participatory learning process happened to create a series of events in which ‘time-related research’ was conducted in order to facilitate the process of problematization within the organization.

Systemic Human Relations in Dynamic Equilibrium

This paper reports on a breakthrough in thinking based on 33 years of field practice-based inquiry and previously published studies. It brings together several bodies of established and emerging thought including systems thinking, epistemology, psychology and sociology, in a way of thinking about the living fabric of complex human systems-in-process. It is offered here as a kind of transdisciplinary ‘Rosetta stone’ to those working around the world with one or more of these bodies of thought as a way of making some critical connections between them. In summary, an integrating ‘mental architecture’ is proposed whereby inquiry (research as an evaluative dynamic act of seeking) may be seen as the way by which living (notably human) systems come alive, and which is incorporated, organ-ised, ‘structured’ and relationally embodied in an individual and their psychological mind as personal process, and in social collectivities and their sociological organisation as cultural process.

A Fresh Look at The Systems Approach and an Agenda for Action: Peeking Through the Lens of Churchman's Aphorisms

This paper critically examines some important topics of systemic thinking to understand how our perception of problems can be enhanced and how the chances of deception can be mitigated while dealing with real-world problems. To achieve this objective, an attempt is first made to scrutinize some of the key issues of systemic thinking by looking through the lens of Churchman's aphorisms at: (1) the illusion of completeness and closure, (2) the meaning of holism, and (3) the concept of ‘Interbeing’. A preliminary ‘agenda for action’ is then laid out suggesting ways for increasing our perception and for minimizing the chances of being deceived in dealing with systems problems in practice.     

Is it Safe to Talk About Systems Again Yet?

The following article makes a case for the social sciences to renew their interest in systems, drawing on ideas circulating in organisational and community psychology, industry, engineering, biology and ecology, the new physics, management, evaluation, religion and spirituality, policy-making, human services professions, and service-user and community movements. It charts a different kind of systemic thinking in striking contrast to traditional mechanistic social systems theory. Sociology’s current resiling from systems theory is explained as a legacy of its loyal service in the ‘battlefield’ of the post WW2 critique of authoritarian structural-functionalist positivist systems and the hard-won interpretive turn to issues of process, diversity, conflict, change and a critical and ‘qualitative’ epistemology. A new transdisciplinary mental architecture of self-organising processes for complex living systems is offered which integrates understandings of both ‘structural systems’ and the ‘processual systemic’ in individual psychology, organisational sociology, and in action research as its epistemology.

Making learning critical: Identity, emotion, and power in processes of management development

In recent years, a substantial volume of broadly critical knowledge of management and organization has been established, but comparatively little attention has been given to the question of how the insights of such knowledge might be communicated or applied pedagogically. The temptation or danger, arguably, is for critical knowledge to be substituted for the content of “traditional management education,” with minimal regard for its contribution to processes of personal, social, and organizational development. The chief purpose of this paper is to put some flesh on the claim that critical theory can make an important contribution to the principles and practice of management education. After summarizing some key differences between “traditional management education” and action learning (concerning learning and personal experience), these differences are illustrated by reference to a case study, which in turn, provides a basis for highlighting the relevance of critical thinking for addressing problems and issues thrown up through action learning for managers.     

Current Debates in Action Research

Some of the academic debates pertaining to action research have been identified and specified in this paper. These have been traced through the history of development of alternative (action-oriented) research thinking in a number of research areas, namely, the study of human relations, social and organizational studies, educational change, policy studies, psychology, geography, and physics. A number of prevailing approaches to what is generally referred to as action research have been described in a variety of application domains to identify the present home of the current debates in action research as well as the participants in these debates. This excursion has yielded a number of insights pertaining to the problems that constitute the core of the current debates in action research. Some of the proposed solutions available in these debates have been critically examined. A number of open issues have been identified. A speculative section relates the possible futures of action research to possible ways of dealing with these open issues.     

Intersections of Critical Systems Thinking and Community Based Participatory Research: A Learning Organization Example with the Autistic Community

Critical systems thinking (CST) and community based participatory research (CBPR) are distinct approaches to inquiry which share a primary commitment to holism and human emancipation, as well as common grounding in critical theory and emancipatory and pragmatic philosophy. This paper explores their intersections and complements on a historical, philosophical, and theoretical level, and then proposes a hybrid approach achieved by applying CBPR’s principles and considerations for operationalizing emancipatory practice to traditional systems thinking frameworks and practices. This hybrid approach is illustrated in practice with examples drawn from of the implementation of the learning organization model in an action research setting with the Autistic community. Our experience of being able to actively attend to, and continuously equalize, power relations within an organizational framework that otherwise has great potential for reinforcing power inequity suggests CBPR’s principles and considerations for operationalizing emancipatory practice could be useful in CST settings, and CST’s vocabulary, methods, and clarity around systems thinking concepts could be valuable to CBPR practitioners.     

The Continuous Improvement Grid: An Empirical Investigation into the Effectiveness of a Systems,and Action Research,Based Continuous Improvement Intervention,for ‘New’ Organisation Development

This paper is a rare example of a large scale (n = 1310), positivist, evaluation of an action research program. It documents how the Royal Navy used the principles of scholarly consulting and pragmatic science to develop, apply and review a systems based tool, and associated ‘new organisation development’ intervention, to help staff explore and share perceptions of working practices, in order to expand their awareness of their current work situation and so uncover opportunities for improvement. Survey results suggest that the majority of individuals found the interventions valuable and participants in the events enjoyed significantly higher levels of understanding of the organisation, and greater collective, and individual, benefit from it. Findings also provide empirical evidence of the importance of involvement to making successful change, especially when dealing with the change averse. Overall the experience, of which the action research based study and associated positivist survey were part, reinforce the importance of what is described as ‘normative realigning pedagogy’—helping people change by facilitating their generation of new forms of understanding.     

From Cybernetics and VSD to Management and Action

This paper uses Stafford Beer's Viable Systems Diagnosis (VSD) to suggest that the development of a model for actionable theory in organizations would take the form of a three-step process. The first step involves the definition and explanation of an appropriate theory base, the second theory interpretation into a coherent set of action principles and the third contextual action in organizations. We contend that even for a well-informed and widely read manager gleaning the theoretical basis for this process from the recognized Beer trilogy “Brain of the Firm,” “The Heart of the Enterprise” and “Diagnosing the System” is difficult to justify in terms of time, understanding, and action. We maintain that a sound set of action principles emanating from Beer's primary work must be considered before tackling the noted trilogy. We use Beer's initial text “Cybernetics and Management” to trace some fundamental operational research and the interdisciplinary tripartite science of cybernetics. We commence our action model process with some introductory thoughts into operational research, cybernetics, VSD, and contextual action. Our first step toward action involves some primary definitions and principles of cybernetic theory and the prospect of controlling overwhelming variety. Our second step provides our set of coherent potential action principles fundamental to cybernetic theory. The paper is written in a journalistic rather than academic style reflecting the need to couch the interpretation of the theory in a language that the well-informed manager may readily translate into third step contextual practice.     

Systemic Educational Approaches to Environmental Issues: The Contribution of Ecological Art

System thinkers and practitioners are trying to help society understand better the interconnectedness between issues that we previously tended to explore in isolation. Because of this, they have an important role to play in dealing with environmental issues. Indeed, the need to tackle those in holistic ways is now recognised and systems approaches are now complementing academic approaches such as ecological economics (Neumayer E (ed) (2003) Online encyclopaedia of ecological economics. International Society for Ecological Economics; Faber M, Manstetten R, Proops J (1996) Ecological economics. Concepts and methods. Edward Elgar, Cheltenham), which analyse ecological-human interactions. This paper explores how new forms of ‘environmental education’ could constitute particularly relevant vehicles for systems thinking and practice by building on messages and practices initiated in ecological art. Ecological art, it argues, has provided, for centuries, a practical form of holistic, interdisciplinary, problem-solving environmental management model—a particularly insightful illustration of how ‘systems thinking and practice’ can be used to deal with environmental problems. The paper suggests that art-based pedagogic forms could help put sustainability into practice by providing an educational tool that respects the systemicity of environmental issues and by encouraging systemic learning processes that are based on improved communication, sharing of perspectives, and stakeholders’ empowerment through participation and experience.

Competency-Based Model Through It: An Action Research Project

Competency-based management is a strategic approach for Human Resources Management and organizational change. Additionally, in business environment, information technologies competencies are a significant factor to organizational success (Bharadwaj, MIS Q 24(1):169–196, 2006). However the implementation of a model of competency-based management in business environment is difficult and complex (Lawler, J Organ Behav 15(1):3–15, 1993). In this context, Information systems are a suitable tool to manage individual and organizational knowledge (Alavi and Leidner, MIS Q 25(1):107–136, 2001; Bowman, Inf Syst Manag 19(3):32–40, 2002). This paper introduces a dynamic approach to a competency-based model through IT. We validate such approach through an action research project in RTVE, the largest company and reference public corporation of radio and television in Spain. The action research process in this organization is presented, and the findings highlight the potential benefits of the proposed model, and may be used in facilitating organizational change.     

The business team standard: A means of improving the effectiveness of individual businesses in a multibusiness corporation

The paper describes a project carried out within a major chemicals corporation to improve the performance of the individual businesses. This was to be done by clarifying some of the organisational uncertainties in its structure and improving the way that specialists form coalitions to address market challenges together. The approach used was based on “systems thinking”, which is an intellectual framework of knowledge that attempts to view organisations as wholes and which studies the processes of change in any part in the context of the whole organisation. Some of the important concepts of systems thinking are explored as they might be applied within a business organisation. Specifically the tool used was the Viable System Model of Stafford Beer, which the authors interpreted and developed into a set of statements (“a Standard”) which describe best practice in such organisations. Managers have used this to explore possible gaps in their organisations and, with this understanding, find ways to improve performance.     

Systemic Thinking in China: A Meta-Decision-Making Bridge to Western Concepts

We use a meta-decision-making approach to show that parallels can be drawn between an Oriental systems methodology, wuli, shili, renli (WSR), and the adjusting, convincing, and committing dimensions in nomology, a generic metamodel that is based in decision science. We then use the match between them to propose a metalinguistic bridge between China and the West that could aid in the communication and sharing of systems experiences. We use the bridge to consider some of the interpretations of Chinese systems experiences in terms of Western models in a special issue of Systemic Practice and Action Research (Vol. 13, No. 1, 2000) on systemic thinking in China. We show how WSR could help to relate these interpretations in terms of Chinese concepts. We explore proposals in a paper in the special issue by Midgley et al. (2000) about how to operationalize human relations in Chinese systems practice. We show that these correspond to a suggestion that developing commitment within a systems project should be done in a convincing manner. Hence, in WSR terms, we would say that their advice could be interpreted as meaning that shili should be used to operationalize renli. Finally, we propose as a research agenda that the bridge be used to explore how Chinese insights could help to illuminate Western systems experience.     

Peirce and Beer

This paper considers the philosophical background of Stafford Beer's Viable Systems Diagnosis (VSD) as profoundly influenced by Charles Peirce. In a general sense, our work discusses the VSD theory base in the development of a model for actionable theory in organizations. This paper examines VSD theory in the Beer trilogy ‘Brain of the Firm,’ ‘The Heart of the Enterprise’ and ‘Diagnosing the System’ and we propose that a sound set of VSD action principles can be derived from this trilogy. We contend that the philosophical background underpinning these principles is important. Using Beer’s ‘Decision and Control,’ we consider that philosophical background and link Operational Research and the interdisciplinary learning within Cybernetics to modern general systems theory. We explore Beer’s viewpoint on the Peirce depiction of four main methods of fixing belief; tenacity, authority, a priori and finally the scientific to assist in that expansion. We consider how knowledge of Beer’s perspective on making sense of the world is important in the linkage of VSD theory to the managerial problem arena. We relate the Peirce methods to previously reported problem solving exercises involving the VSD ideology, which we will develop individually at a later date. This paper reflects our desire to express the interpretation of VSD theory in a language that the well-informed manager may readily translate into the third step of testing theory in practice.     

“EII META—MODEL” ON INTEGRATION FRAMEWORK FOR VIABLE ENTERPRISE SYSTEMS——CITY PLANNING METAPHOR BASED ON STRUCTURAL SIMILARITY

Enterprise systems must have the structure to adapt the change of business environment.When rebuilding enterprise system to meet the extended operational boundaries,the concept of IT city planning is applicable and effective.The aim of this paper is to describe the architectural approach from the integrated imformation infrastructure(In3) standpoint and to propose for applying the “City Planning” concept for rebuilding “inter-application spaghetti” enterprise systems.This is mainly because the portion of infrastructure has increased with the change of information systems from centralized systems to distributed and open systems.As enterprise systems have involved heterogeneity or architectural black box in them,it may be required the integration framework (meta-architecture)as a discipline based on heterogeneity that can provide comprehensive view of the enterprise systems.This paper proposes “EII Meta-model” as the integration framework that can optimize the overall enterprise systems from the IT city planning point of view.EII Meta-model consists of “Integrated Information Infrastructure Map(In3-Map)”,“Service·Framework” and “IT Scenario”.It would be applicable and effective for the viable enterprise,because it has the mechanism to adapt the change.Finally,we illustrate a case of information system in an online securities company and demonstrate spplicability and effectiveness of EII Meta-model to meet their business goals.     

A Systems Approach for Engaging Groups in Global Complexity: Capacity Building Through an Online Course

Sustainability is not simply about changing practices but more centrally about agreeing to change practices together. To achieve such an end, groups need to improve processes for making complex decisions together. An online course was designed and tested linking students in the United States and in Australia. Students engaged in a re-enactment of deliberations based on Hasan Ozbekhan’s “Predicament of Mankind,” which was constructed originally under assignment from the founders of the Club of Rome in 1970. This re-enactment included contemporary research for examples of a set of 49 continuous critical problems of mankind, asynchronous clarification of these problems using a wiki, pair-wise construction of a systems view of problems assessed to be of highest priority by the class, narrative analysis of the structure, and creative suggestions for resolving the systems problem based on resources available today. This report comments on the strengths and challenges identified in an initial application of an approach for building collaborative and systems thinking skills through an online course in a general education curriculum. Findings are particularly meaningful for contemporary policy makers as well as online educators.     

Going Green from the Inside: Insider Action Research at the Volvo Car Corporation

Various forms of action research have been proposed as remedies for the one-sided focus on theoretical interests existing in Business School research. Among other conceptual elaborations, Insider Action Research (IAR) suggests that action research needs to be supported by an insider's view of activities in order to achieve any substantial contribution to practice and theory. Even though the IAR model is potentially capable of overcoming a number of practical, political, and epistemological problems, it has been explored relatively little in terms of practical examples and lessons. This paper presents the account of an Insider Action researcher at the Volvo Car Corporation, aimed at studying the development of environmental strategies and “eco-benign” automobiles “from the inside”. The paper suggests that even though IAR remains a promising model, the political ingenuity and savoir-faire of the insider action researcher must not be underrated.