Systemic Design for Applying the Combined Use of SSM and CDA to Social Practices

In this paper, we propose a framework for applying the combined use of soft systems methodology (SSM) and critical discourse analysis (CDA) based on social semiotic systemic functional linguistics to social practices. In the social practice, ‘participation’ mode of Checkland’s SSM is used for ‘problem-solving’ whilst CDA is used to problematize ‘problem-solving’ processes within the practice. During the meta-process of problematization of our research, we used Churchman’s systems approach and its theory of ‘boundary critique’ in order to explore issues such as governance, inequality of power, and social values within the organization examined for this study. In other words, the process-oriented methodology proposed in this paper consists of two processes: that of ‘problem-solving’ based on SSM and of problematization of naturalized discourse from the perspective of CDA and two phases of boundary critique in social practice. A detailed account of a case study of Korean social enterprise is given to demonstrate how our proposed framework of the combined use of SSM and CDA is applied into practice. Reflecting the outcome of the case study, this paper argues that critical social research from systemic inquiry using what we call ‘process-oriented methodology’ is useful to address some of the social and complex issues related to understanding dynamic relation between power and discourse amongst participants in the social enterprise in Korean contexts.     

论SSM中的文化问询

SSM（软系统方法论，Soft Systems Methodology）是指英国系统管理学家切克兰德教授提出的一个旨在改善问题情境（Problem Situadon）的学习过程，此过程是反复进行的。SSM与其它分析方法最大的不同就在于此方法在进行逻辑分析的同时也引入了文化问询（Cultural Inquiry）。因此本文主要就文化问询之于问题情境、文化问询中的“文化”和文化问询的“三项分析”及其作用这三点进行分析。     

How Systemic Inquiry Releases Citizen Knowledge to Reform Schools: Community Scorecard Case Studies

Despite the relevance of systemic practice for repairing broken public systems, documented instances where it empowers marginalised groups en masse to be action researchers are rare. Public school systems that fail to educate millions of pupils are ripe for systemic inquiry. Using evidence, this article identifies conditions under which such inquiry fosters school system accountability and increases pupil learning. By tracing the emergence of a type of community scorecard practice called Citizen Voice and Action (CV&A), it explains how and why marginalised groups use CV&A’s systems-enhanced participatory research to engage with and reform unresponsive public systems. It also shows how soft systems thinking and further action research enhanced scorecard methodology. Brief case studies of CV&A use in Ugandan primary schools illustrate and explain how communities reform schools by using CV&A to systematically foster accountability. Discussion identifies how processes free them to create and use systemic knowledge. This theorising helps explain conditions under which systemic inquiry into school and other public systems is being generalised and scaled up.     

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.     

Enabling Political Legitimacy and Conceptual Integration for Climate Change Adaptation Research within an Agricultural Bureaucracy: a Systemic Inquiry

The value of using systems approaches, for situations framed as ‘super wicked’, is examined from the perspective of research managers and stakeholders in a state-based climate change adaptation (CCA) program (CliChAP). Polycentric drivers influencing the development of CCA research pre-2010 in Victoria, Australia are reflected on, using Soft Systems Methodology (SSM) to generate a boundary critique of CCA research as a human activity system. We experienced the complexity of purpose with research practices pulling in different directions, reflected on the appropriateness of agricultural bureaucracies’ historical new public management (NPM) practices, and focused on realigning management theory with emerging demands for adaptation research skills and capability. Our analysis conceptualised CliChAP as a subsystem, generating novelty in a wider system, concerned with socio-ecological co-evolution. Constraining/enabling conditions at the time dealing with political legitimacy and conceptual integration were observed as potential catalysts for innovation in research management towards better handling of uncertainty as a social process using systemic thinking in practice (StiP).

     

Community Work Research through Co-Operative Inquiry in Timor-Leste,Australia and Peru: Insights into Process

Co-operative inquiry is an under-explored method in community-based research. Its democratic approach involves a group of “co-researchers” collaboratively inquiring into a mutually-agreed research topic through systematic cycles of reflection and action. This article shares the process, outcomes, and methodological reflections of three co-operative inquiries that were conducted as part of an international study regarding love in community work. Groups of up to 10 community workers in rural villages in Timor-Leste, Australia, and Peru engaged in co-operative inquiry to collaboratively develop new knowledge to inform practice. The article analyses data regarding co-inquirer experiences of the methodology, and identifies the strengths and challenges of the co-operative inquiry method to support the collective generation of new knowledge. The article concludes that co-operative inquiry involves shared power, participation, action, and contextual reflexivity, and is a useful method for community workers to collaboratively develop innovative approaches to community work practice through cycles of reflection and action.     

Prostitution and Human Rights in Indonesia: A Critical Systemic Review of Policy Discourses and Scenarios

This article considers policy making in practice focussing on case studies drawn from ethnographic research on prostitution in Indonesia carried out between 2012 and 2013 (this article is based on field research undertaken in Java, Indonesia, between November 2012 and 28 February 2013). Its theoretical underpinnings is that of ‘critical systemic heuristics’ which contends that policy making with respect to prostitution needs to take into account a range of factors and diverse views based on a process of ‘unfolding values’ and ‘sweeping in’ many variables before a decision is made. Applying ‘critical systemic approach’ or ‘critical heuristics’provides a means to test out the policy making ideas, as opposed to merely implementing the ideas of the powerful. The paper applies critical heuristic thinking to argue that the policy response ought to take into account the voices of those with a lived experience of poverty and prostitution, in order to protect their rights when making policy decisions.     

Participatory Design and Technologies for Sustainable Development: an Approach from Action Research

This paper explores the relevance of the action research for design of technological solutions that lead to both systemic sustainable development and active involvement of the community. The paper shows how this idea was implemented in a project for water resource conservation with educational institutions of rural areas in Colombia. Through the use of technology, a reduction in water consumption increases in awareness about the use of this natural resource, and the active involvement of the community were sought. Additionally, social processes related to the conservation of natural resources were addressed through a socio-technical approach for analysis and design. During the application of the Soft Systems Methodology (SSM), the participants and researchers created technological prototypes that allowed to: 1) give visibility to the community’s initiatives, and 2) save water in the households. This paper focuses on the importance of the design process of innovative solutions for social and environmental issues through the participative approach of action research.

     

The Holistic Sense of Prison Phenomena in Venezuela. III. The Unity of the Research

In this paper the underlying systemic unity of the research reported in the two previous articles is sought. The research journey is examined in order to draw lessons concerning our systemic practice. In addition, an effort is made to relate Interpretive Systemology to some strands of systems, management and action research sciences. In so doing, we expect to draw some links that could be established between interpretive systemologists and the community of researchers who compose the select audience of SPAR.     

A Conceptual Framework Based on Maturana’s Ontology of the Observer to Explore the Checkland’s Soft Systems Methodology

This paper explores Checkland’s Soft Systems Methodology (SSM) through the lenses of a theoretical framework that incorporates key concepts from Maturana’s Ontology of the Observer (OoO) with the view of complementing Checkland’s SSM application process. We outline and examine paradigmatic compatibility between: Checkland’s ontological position (reality is problematic/chaotic) together with his interpretivist epistemology (multiple perceptions enrich the ever-changing reality); and Maturana’s OoO (we are immersed in the praxis of living in an ontological multi-universe). We argue that OoO resonates with key SSM theoretical underpinnings. After establishing compatibility between these two influential systems thinkers, we advance a conceptual framework in which Checkland’s SSM learning process is re-visited through a the framework grounded on Maturana’s OoO. The proposed framework illustrates how key ideas drawn from Maturana’s OoO can shed light into the way in which some of the main SSM devices (i.e.: Root definitions, Conceptual model) are used in the SSM process. By doing that, SSM is enriched and becomes more flexible as the stakeholders involved are placed within the domain of constitutive ontologies from which, a deeper dialogue can be promoted in a domain of coexistence in mutual acceptance. We argue that this is a suitable way to have more flexible and holistic views for a SSM intervention in particular to promote the learning process and debating proposed changes amongst the stakeholders involved. The proposed framework, when applied, may enhance the power of SSM learning process and when adopted can have substantial implications to complement the SSM process.

     

Environmental Education: Enhancing Learning and Awareness Through Assessment

Environmental issues are rapidly gaining momentum globally as humans try to find sustainable solutions to the effects of climate change, carbon emissions, and the actions of human-kind (see Olver, Blacklist those who ‘greenwash’. Companies must walk the talk regarding climate. The Times, 2011a; The weather warriors’ war. Real change will come when a few good men and women say ‘enough is enough’. The Times, 2011b). To enhance learning and awareness of environmental issues among Environmental Education students and the community at large, this study situated assessments within communities of practice around the university. Using action engagement within action research students had to work with insiders from the community to identify, formulate action or intervention plans and find solutions to problem situations in the community. Using action engagement within action research in this study definitely enhanced student’s knowledge of their community’s problems. Their personal involvement and the cyclical approach adopted, enhanced students’ emotional understanding and gave them an insider perspective into the situations and problems that required intervention; and trust was built between the students and members of the community as they worked together to accomplish a common goal.     

Triple Task Method: Systemic, Reflective Action Research

This brief article introduces a new methodology for systemic action research—Triple Task (TT)—and sets out its rationale and initial progress in becoming an embedded method for group working. Arising from the authors previous work with soft systems approaches, the Imagine method for sustainable development assessment and action research in a variety of global locations, TT provides a means for groups to engage together in purposive work and, at the same time, for facilitators to understand how the dynamic of the group influences the groups output. TT is based on an ambitious concept and at the time of writing the results of TT applied in the context of an EU Framework 7 funded project are in their early stages but importantly, significant insights are already arising including the answers to some puzzling questions:

• Do purposeful groups always produce the most insightful outcomes?
• Do conflictual groups produce incoherent results?
• What makes a ‘good’ group?

     

Systemic praxis in the education of the agricultural systems practitioner

This paper describes the context and the systemic experiential theories that have informed the praxis of educating agricultural systems practitioners. The praxis has involved a process of action research with students and with clients in farming and other rural community organizations. The praxis encourages learners to bring a range of methodologies of inquiry to bear upon problematic issues, contingent upon the nature of such issues. Informed by a number of different theories, and by reflecting on our own work, an earlier model of a nested hierarchy of systems of inquiry has been reconstructed to become a more useful guide to educational strategies: Each contingent methodology can now be seen to have its own learning, meta-learning, and epistemic learning dimensions. A key to enriched learning for responsible changes in agriculture and rural development lies in the facilitation of the consciousness of, and competency at, such a systemic pluralism of methodologies.     

Living Life as Inquiry

In this paper I explain what I mean by living life as inquiry, showing how I apply notions of inquiry as method to many areas of my professional and personal activities and how research ideas are generated and tested throughout my life space. The paper has twin tracks which reflect the interwoven processes I am describing and advocating. One is more practice based; in it I outline some of my inquiry practices and dilemmas, and give two examples from my work situation. The second track is more focused on theory, highlighting ideas about systemic analysis, influencing change, relational work, and gender. Writing the paper became an example of my topic. I therefore note features of the text which illustrate processes and practices of inquiry.     

Application of SSM in tackling problematical situations from academicians’ viewpoints

In recent years, a wide variety of studies have applied soft systems methodology (SSM) to address the complexities of the messy situations. This paper seeks to identify 1) application areas and 2) application levels of the use of SSM in dealing with problematical situations. To do so, 149 articles published between 2000 and 2015 were studied. The findings revealed the application of SSM in new application areas such as sustainable development, knowledge management and project management. The results of this study also indicated that researchers applied SSM at three levels: SSM as a process of inquiry, SSM as an action-oriented methodology, and the hybrid use of SSM. Based on the findings, SSM at the level of a single methodology for bringing out changes has been less welcomed by researchers, but the application levels of inquiry processes and hybrid approaches have been more utilized. This suggests that in the correspondence of SSM with the nature or situation of problems, a sort of incommensurability is witnessed. Factors arising from the nature of the problem, inadequate mastery of the researcher over SSM or the limitations of SSM can exert an influence on this incommensurability.     

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.     

Systemic Intervention Practice at an Australian Aboriginal and Torres Strait Islander Alcohol and Other Drugs Treatment Centre

The purpose of this article is to describe the use of systemic intervention research methodology at an Indigenous-specific Australian drug and alcohol ‘therapeutic community’ rehabilitation setting. Systemic intervention is a three step methodological framework belonging to the systems thinking discipline. Practitioners must be mindful of the boundaries of the systems with which they are working; the need to select appropriate theoretical and methodological approaches to the context of the research, and undertake interventions towards sustainable and desirable change. Three participatory methods are detailed to highlight the importance and value of reflective practice. The three methods ranged from consultative through to collegial levels of participant engagement. Systemic intervention is a useful methodology in the context of indigenous health research and could be a valued approach in other research contexts that are explicit in their intent to help close the gap on Indigenous health disadvantage.     

The First-, Second- and Third-Person Dynamics of Learning History

Learning history is a well delineated action research process consisting of consecutive stages of inquiry where groups and individuals engage in learning and reflecting on their past shared, but often multiple, experiences as these are recorded in a ‘learning history’. Learning history has much in common with other forms of action research in that it configures first-, second- and third-person processes of inquiry in a particular way and enacts research qualities of rigour, relevance and reflexivity. Yet these and other links have as yet been tacit and under articulated - resulting in learning history often conceived as a distinctive linear method with the practice of learning history likewise confined. This reflective article opens out and makes explicit the inherent first- second- and third- person dynamics of learning history. These dynamics are explored from the point of view of different actors – the historian, the participant and the reader - in a learning history process and connections to a general empirical method are made. Finally questions of quality in a learning history are discussed. The aim of this article is to establish firmer methodological foundations for the learning history approach and to provide practical insight into how action researchers might engage more readily in learning history work.     

The Systemic Approach of SSM: The Case of a Brazilian Company

This paper aims to describe the application of Soft Systems Methodology (SSM) to the reality of a Brazilian enterprise. Systemic practices are ways of putting to use systemic thought in the real world, using the precepts of the systemic approach, which is very important for knowledge management and globalization. The systemic practice SSM is used in the resolution of ill-defined problems, which often involve behavioral variables and, thus, cannot be addressed by the so-called hard methodologies. In this paper, SSM is applied to the problematic of a middle-market business, an auto supply distributor, whose managers consulted the authors of this paper as regards proposing improvements of its performance. As a result of this work, the authors were able to propose core changes in attitudes, leading to changes in structure and process.     

Embracing the Complexity: Surfacing Problem Situations with Multiple Actors of the Pineapple Value Chain in Uganda

The complexity of local situations in which agricultural value chains are enacted requires a systemic understanding when seeking to improve interlinked livelihoods. Studying the fresh pineapple value chain in Uganda offers an illustrative example. Individually negotiated and context-specific actor relationships, along with their connected activities can be revealed by conceptualizing the chain as a purposeful human activity system. We followed a systems learning approach to elicit value chain actors’ perspectives on factors influencing their activities while surfacing relevant problem situations, resolutions and constraints. Participatory methods, including cognitive mapping, were used to spark dialogue during meetings with only farmers, traders and brokers and also with mixed groups. The results present the multiple natural, technical and social factors identified by value chain actors leading to losses and benefits to their income. System driving and shaping influences included infrastructure, seasonality, perishability and weather conditions. Process-oriented analysis of multi-stakeholder discussions revealed feedback cycles related to fragmentation of the chain. This resulted from and contributed to problematic communication, price fluctuations and challenges in actor relations. For example, actors proposed uniform pricing and debated the implications. Although the systemic perspective brought forward actors’ awareness of potential benefits of improved collaboration and recognition of interdependent activities, it also exposed barriers. Participatory systems learning helped to capture actors’ room of maneuver, and can support processes towards actor-driven change.