Dealing with coercion: Critical Systems Heuristics and beyond

This paper begins with an introduction to the philosophy and methodology of Critical Systems Heuristics (CSH). Following this, various citicisms of CSH are reviewed. One particularly important criticism is that CSH should not be seen as a replacement for other systems approaches, but as complementary to them. It is this idea of complementarity that has led several Critical Systems thinkers to take CSH, along with a number of other systems methods, and try to show that they are most appropriately used in different contexts. CSH, it is said, is at its most useful when we are confronted with coercive situations. However, in this paper it is argued that coercion is usually characterised by closure of debate. Therefore CSH, which depends upon the possibility of communication (or arbitration) between stakeholder groups, becomes redundant when coercion is experienced. It is further argued that coercion can only be addressed adequately by widening our definition of systems practice to include campaigning and direct political action. There is still considerable scope for developing these areas in the systems domain.     

A Systemic Model for Managing and Evaluating Conflicts in Organizational Change

Change or innovation diffusion is a key issue for most business organizations but is yet difficult to implement as the change management process is often complex as it relies on an organized methodology to complement an organization’s commitment and participation. An ambiguous environment surrounding change mechanism tends to develop unintended attitudes, resulting in resistance and conflict. The study proposes a model for the management of such conflicts among change participants (involved and affected) in the context of organizational change. The authors consider organizational change process as an innovation project that treats change and conflicts holistically with the Ulrich’s notion of boundary considerations (boundary critique). A social network setting of multiple stakeholders is considered to effectively help in resolving problematic situations that hinder organizational learning and change. The proposed model provides a theoretical foundation based on concepts governing Critical Systems Heuristics (CSH), change theory, stakeholder theory and conflict management.     

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.     

Human Development in Saudi Education: a Critical Systemic Approach

This paper is drawn from PhD research funded by the Saudi government on the policy and governance of Saudi schools (Algraini 2017. A critical systemic approach to human development in education: a case study of the Ministry of Education in Saudi Arabia). The aim of this article is to address human development challenges using the Critical Systems Heuristics approach. The results show that the central policy framework limits the opportunity for teachers and learners to contribute to shaping the curriculum and the process for human development. The Saudi Ministry of Education needs to: a) develop policy that takes into account the structure and the processes that shape education outcomes and b) to represent the voices of service users and service providers who have different and overlapping views.     

Embodiments of organizational fitness: The Viable System Model (VSM) as a guide

Managers are facing new problems in their quest for organizational fitness. With environments of growing complexity, foresight, adaptability, and learning become critical features for a social system to survive and develop. Established models of organizational control are insufficient to cope with this proliferating complexity. The science of cybernetics provides powerful models to master this key challenge to management. The present article offers a synthesis of Beer's Viable System Model (VSM) and a multilevel concept of organizational fitness, based on recent progress made in the field of planning theory.     

Earthdream: A critical interpretation

“The Earth is on the verge of destruction” has become a common cry nowadays. This cry embodies “the Earth and its ailments” as a symbol which synthesizes many concerns revolving around modern decadence and the current predicament of human-kind. But what contexts provide full meaning to this symbol? What conditions have made possible the emergence not only of extremely waste-oriented and environmentally dangerous societies but also of a spiritually impoverished world? In the spirit of interpretive systemology, a critical interpretation of the “Earth's ailments” is undertaken in this paper. The interpretive task is cast in the form of a hermeneutical exercise, namely, the exegesis ofEarthdream, a book written by Robert Hamilton. This particular piece of work, upon which the present paper is fully based, is chosen as a vehicle for the critical interpretive inquiry, not only because it summarizes the current debate on the world crisis (thus providing a standard reference for beginning the interpretive inquiry), but also because the argument it develops can be molded within a format which facilitates the critical interpretation to be conducted. Accordingly, two interpretive contexts will be uncovered, and internal and external critiques outlined; to give full meaning to the symbol “Earth's ailments.” Two major interests propel the interpretive task. One relates to the participation of systems practitioners in the current crisis and the need to encourage responsible systems practice. The other interest arises simply from the fact that we are all on the same raft called Earth, and the raft seems to be sinking!     

Exploring an Explicit Use of the Concept of Sustainability in Transport Planning

The aim of this paper is to explore an explicit use of the concept of sustainability within transport planning. This paper analyses the concept of sustainability based on a practical approach for a sustainable development of Nordhavn, an area of Copenhagen, exemplifying a complex planning problem. An exploration of the application of the concept of sustainability is carried out using elements of Soft Systems Methodology (SSM). This approach indicates a need to separate the use of sustainability considerations regarding the transport planning ‘process’ from the transport planning ‘results’. The two approaches are related to the planning levels presented by Ulrich (Syst Prac 1(4):415–428, 1988). It was chosen to focus on the understanding of a sustainable transport planning process. This focus is addressed by four stakeholder groups interviewed based on the ‘ought to’ mode of Critical Systems Heuristics (CSH). Finally an outline of some of the factors of a sustainable transport planning process is proposed.     

Ethical skill development as an imperative for emancipatory practice

Total Systems Intervention (TSI) as a form of Critical Systems Thinking has been subject to criticism concerning the actual application of its emancipatory commitment. The emancipatory potentials of TSI or other systems-oriented change efforts may possibly be improved through their linkage to employee ethical skill development. Acknowledging a “strategic twist” in consulting efforts to encourage greater emancipatory practice and a more communicative ethic, an agenda for consultants is suggested to provide incremental emancipatory potentials for organizations with many apparently coercive characteristics.     

Foucault's interpretive analytics of power 1,2

In this paper an interpretation of Foucault's work on power is presented. One aim is to introduce this aspect of Foucault's work to the emerging debate on Critical Systems Thinking. Another goal is to clarify how Foucauldian discourse about power can be framed within the notion of “interpretive analytics” (a term that describes Foucault's work, conceived by Dreyfus and Rabinow). This metalogical thinking proposes that archaeological and genealogical dimensions are proper methods for the study of the History of Thought. The interpretive space of experience-in which knowledge, power, and self are the axes of experience-is presented as a comprehensive model of the critical task of the History of Thought. Foucault's work is analyzed according to this model. Two conceptions of power arise from this analysis: the first conception is a peripheral view of power which raises key questions that drive the second, microphysical conception of power. We then demonstrate how the latter absorbs the former. The microphysical conception is based on a nominalistic view, which raises issues about nominalism in Foucault's critical thinking. These are addressed at the end of the article.     

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.     

Systemic Model for Diagnosis of the Micro,Small and Medium Enterprises from Two Cities from the Countryside of the State of <Emphasis Type="Italic">São Paulo</Emphasis> in Brazil

This article presents a proposal of a systemic model composed for the micro and small companies (MSE) of the region of Ribeirão Preto and the agents which influenced their environment. The proposed model was based on Stafford Beer’s (Diagnosing the system for organizations. Chichester, Wiley, 1985) systemic methodologies VSM (Viable System Model) and on Werner Ulrich’s (1983) CSH (Critical Systems Heuristics). The VSM is a model for the diagnosis of the structure of an organization and of its flows of information through the application of the cybernetics concepts (Narvarte, In El Modelo del Sistema Viable—MSV: experiencias de su aplicación en Chile. Proyecto Cerebro Colectivo del IAS, Santiago, 2001). On the other hand, CSH focus on the context of the social group applied to the systemic vision as a counterpoint to the organizational management view considered by the VSM. MSE of Ribeirão Preto and Sertãozinho had been analyzed as organizations inserted in systems that relate and integrate with other systems concerning the public administration, entities of representation and promotion agencies. The research questions: which are the bonds of interaction among the subsystems in this process and who are the agents involved? The systemic approach not only diagnosed a social group, formed by MSE of Ribeirão Preto and Sertãozinho, public authorities and support entities, but could also delineate answers that aimed the clarification of obscure questions generating financial assistance to the formularization of efficient actions for the development of this system.     

A Critical Heuristic Approach to the Establishment of a Software Development Process

The software development process for large software systems can be very complex, mainly in the case of development of innovation. There is no ready-made solution for this process. Rarely, if ever, can a solution be applied in a straightforward manner. Those involved in such software development need to make choices that will determine the features of the development process with consequences for its clients, who were not involved in the development but are affected by its results. The choices are inevitably influenced by the beliefs and values of the developers. Their judgments need to be made explicit so that people who are affected can eventually question these judgments.The Critical Systems Heuristics (CSH) is a systems methodology that makes it possible to examine the judgments made by those involved in the software development process. It offers tools to question such judgments.The application of the CSH to the software development process helps to illustrate the heuristic ability of the methodology to make evident the potential sources of misconception and its critical ability to identify imperfections in the conception of the software process.     

Towards a critique of Critical Systems Thinking within a foucauldian framework: A “demystification process” or an “instrumental use” of Critical Theory

Critical Systems Thinking is an approach which aims at providing a coherent platform to guide systems practitioners through the numerous systems paradigms and systems methodologies currently available. However, it claims not only that it can provide an efficient way for choosing the appropriate methodology based on proper understanding of their strengths and weaknesses, but also that it is grounded within a commitment to critique, complementarism, and emancipation. Furthermore, it has claimed to be deeply rooted in the ideas of Habermas and Foucault. Considering recent research in Foucault's philosophy, this paper attempts to provide of CST a critical examination which can be extended to other areas of the management and systems sciences. In the context of this examination, the conclusion has been reached that CST has at least two options. The first is to redefine itself as a demystification process (of cherished concepts such as emancipation, complementarism, intervention and so on), if it wants to remain somehow ‘inspired’ by Critical Theory. The second one is to redefine its ‘critical’ claims so as to become aligned with managerial activities such as business consultancy and intervention, openly acknowledging an application of Critical Theory that is instrumental, if such an influence indeed exists.     

基于复杂性理论的综合电子信息系统作战效能评估方法

针对军事系统、综合电子信息系统和作战效能评估的特点,从复杂科学的研究角度，结合复杂适应系统（CAS）理论，采用基于多智能体的仿真方法，建立了基于多智能体的综合电子信息系统作战效能评估示例模型。通过对军事系统的仿真获得对综合电子信息系统作战效能的相对评估值。     

Pyramids or Silos: Alternative Representations of the Systems Thinking Paradigms

This paper is written from the perspective of a practitioner-researcher coming to terms with methodologically or theoretically pluralist practice. Common depictions of the relationship between the hard and soft paradigms are discussed, including the influence of the problem of paradigmatic incommensurability. The consequences of different ways in which this relationship is depicted are examined, in light of various perspectives on the relationship of Critical Systems Thinking to these paradigms. Alternative models of this relationship are provided, followed by discussion of how these models can be extended to combinations of other paradigms in different contexts.     

Developing the methodology of TSI: From the oblique use of methods to creative design

During the last 13 years, a dialogue has been conducted in the Critical Systems literature on the subject of choice betwen methods. However, in the late 1980s and early 1990s, researchers went in two separate directions. One direction involved an exploration of the “creative design of methods.” This is when the problem situation is understood in terms of a series of systemically interrelated research questions, each of which might need to be addressed using a different method, or part of a method. A synthesis is generated that allows each individual research question to be addressed as part of a whole system of questions. The other research direction involved the development of “Total Systems Intervention” (TSI), a meta-methodology that, amongst other things, encourages the creative exploration of the problem situation prior to the choice of methods. One of the latest innovations in TSI is a theory of the “oblique” use of methods. This is the use of methods for purposes other than those they were originally designed for. However, it is argued here that all the case studies that have been subject to an “oblique” interpretation can be better explained if they are seen as examples of the creative design of methods. We can therefore bring together the two strands of research that have hitherto been pursued separately in the Critical Systems literature. it is suggested that TSI can be enhanced by an understanding of the creative design of methods because the latter allows us to explain the purposive, flexible, and responsive way in which TSI is most successfully used in practice.     

A multidimensional perspective of organizational change

This paper discusses some key societal changes which are pressuring organizations to find new ways to use their workforces more creatively so that they can face increasing environmental and internal complexity. It is argued that we should use a multidimensional perspective to promote the multifaceted organizational change needed in today's society, since each existing approach gives a distinctive but partial contribution to the understanding of organizational phenomena. A multidimensional training and intervention technique we have begun to develop to promote organizational change is then presented, and this is compared and contrasted with Critical Systems philosophy, principles, and methods of intervention.     

Enhancing the process of methodology choice in total systems intervention (TSI) and improving chances of tackling coercion

The process of Choice in TSI is reexamined in this paper. Previously, methods² have been understood to have a given and immediate purpose and are employed when this is judged to be most suitable in the circumstances. In this paper we suggest that methods can be operated in ways that meet purposes not provided by their founding theoretical underpinnings. We develop this argument by pointing to cases where cybernetic or soft methods are driven by purposes and principles given to emancipatory methodology—in a quest to address more effectively issues of coercion. This may be necessary when explicit and direct employment of emancipatory methodology is not sensitive enough to political dynamics, where certain people may feel overly threatened by its language and consequently feel the need to subvert its use. We develop a defence for thisoblique use of cybernetic and soft methods in coercive contexts, and extend the argument to suggest that all methods can be employed in such a way.     

Human inquiry: Steps towards emancipatory practice

In this paper we explore the contribution of work in Human Inquiry to the debate about what might constitute authentic emancipatory practice and about how such an ideal might be approached. We beghin by considering some key values, issues, and commitments which characterise this work and distinguish it from other established research traditions. A number of distinct approaches to the practice of human inquiry have been articulated. These are referred to but it is not our purpose to review particular approaches in detail here. Rather our aim is to move from this overview of human inquiry to consider some important implications for practice. In particular, we look at Bateson's theory of levels of learning and explore ways in which both the intellectual and the more personal frameworks of participants can contribute to, and at times impede, the kinds of mutual learning with which human inquiries are concerned. We illustrate this discussion by drawing on examples from our own work in human inquiry. Here we aim to highlight particular implications and issues that might arise within human inquiries. One source of illustrations is Peter's work with general and complementary practitioners in a primary health care centre, the other is Anne's work with UWE student groups acting as consultants for local community organisations. In each case we consider some origins, forms, and expressions of power differences and show how empowerment can occur as participants learn within and across Bateson's levels as inquiries progress. We conclude by summarising the evidence of and opportunities for empowerment in each case and by showing how a deeper appreciation of Bateson's levels of learning can further understanding of the nature of emancipatory practice. Finally, we make more general suggestions about the role of approaches to Human Inquiry in future emancipatory practice.