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Why Systems Thinking is Not a
Natural Act
Prof. Ricardo Valerdi
Systems & Industrial Engineering
The University of Arizona
rvalerdi@arizona.edu
Oct 2, 2019
Worcester Polytechnic Institute
Partially based on: Valerdi, R. and Rouse, W. B., “When Systems Thinking Is Not a Natural
Act,” 5th IEEE Systems Conference, San Diego, CA, April, 2010.
Systems Thinking Applications
2
Science of Baseball
3https://www.instagram.com/p/BnSL1QIDS3o/?utm_source=ig_web_button_share_sheet
Four Observations About Systems Thinking
1. Systems thinking is not a natural act
2. Western educational system is the
biggest inhibitor to systems thinking
3. Systems thinking can be taught (but not
to everyone, unfortunately)
4. The best way to develop your systems
thinking abilities is through experiential
learning
4© Ricardo Valerdi 2019
Inspiration
The Seven Secrets of How to
Think Like A Rocket Scientist
(Longuski 2010)
Secret #2: Work on the big picture
5
How to Think Like Leonardo da Vinci
(Gelb 1998)
“Think of the end before the beginning”
© Ricardo Valerdi 2019
Systems Thinking
“Utilizing modal elements
to consider the
componential,
relational, contextual,
and dynamic elements
of the system of
interest.”
6
Davidz, H. L. and Nightingale, D. J. “Enabling Systems Thinking To Accelerate
the Development of Senior Systems Engineers,” Systems Engineering, Vol.
11, No. 1, 2008.
10/7/2019 7
8
“Maybe pushing on that wall to the right will give some space.”
9
“Oops!”
Systems Thinking: A Latent Construct
• Five learning disciplines (Senge 1990)
– Personal mastery, mental models, shared vision, team
learning and systems thinking
• Seven critical skills of systems thinking (Richmond 1993)
– Dynamic, closed-loop, generic, structural, operational,
continuum, and scientific
• Thirty systems thinking laws (Frank 2000)
– Synergy, gradual process, life-cycle thinking, solution
exploration, etc.
• Four foundations of systems methodology (Gharajedaghi
2006)
– Holistic thinking, operational thinking, systems theories,
and interactive design
10© Ricardo Valerdi 2019
Systems Thinking Competencies
1. Ability to define the “universe” appropriately – the system operates in this
universe
2. Ability to define the overall system appropriately – defining the right
boundaries
3. Ability to see relationships – within the system and between the system
and universe
4. Ability to see things holistically – within and across relationships
5. Ability to understand complexity – how relationships yield uncertain,
dynamic, nonlinear states and situations
6. Ability to communicate across disciplines – to bring multiple perspectives
to bear
7. Ability to take advantage of a broad range of concepts, principles, models,
methods and tools – because any one view is inevitably wrong
11© Ricardo Valerdi 2019
Measures of Systems Thinking
• Aptitude tests (Toshima 1993)
• Changes in mental models (Doyle, et al. 2008)
• Performance on management flight simulators
(Sweeney & Sterman 2000)
• Application of knowledge, skills and behaviors
in the classroom (Frank 2010)
12© Ricardo Valerdi 2019
Why is systems thinking not a
natural act?
• Human evolution has favored mechanisms tuned to
dealing with immediate surface features of problems
– “programmed” human tendencies
• Mechanistic/reductionist approach in decision
making
– Driven by education
• Complexity of the systems overwhelms our cognitive
capabilities
– Bounded rationality (H. Simon), predictably irrational (D.
Ariely)
– Magic number 7, plus or minus two (G. Miller)
13© Ricardo Valerdi 2019
Augustine’s Fifth Law
One-tenth of the participants produce over one-third of the
output. Increasing the number of participants merely
reduces the average output.
N. R. Augustine, Augustine’s Laws. Reston, VA: AIAA, 1997.
Brooks’ Law
Adding people to a late project makes it later
15
Brooks, F. P., The Mythical Man-Month, Addison Wesley, 1975.
13-story Building in Shanghai
16http://blogs.wsj.com/chinarealtime/2009/06/29/shanghai-building-
collapses-nearly-intact/
17
18
19
20
21
22
23
Inhibitors to Systems Thinking
• Western educational system
– No system thinker left behind?
• Environment/institutional constraints
– Incentives, tradition
• Work organization
– Over-specialized job function
24© Ricardo Valerdi 2019
Systems Thinking Interventions
Study Sample population (n);
Intervention (time)
Systems thinking measure(s)
Huz, et al. (1997) Mental health professionals in New
York (n = 18); System dynamics
model building by a group (t = 6
months)
(1) Participants’ perceptions of the intervention, (2) Shifts in
participants’ goal structure, (3) Shifts in participants ’ change
strategies, (4) Alignment of participant mental models, (5)
Shifts in understanding how the system functions, (6) Shifts
in network of agencies that support services integration, (7)
Changes in system-wide policies and procedures, and (8)
Changes in outcomes for clients.
Cavaleri & Sterman
(1997)
Insurance claims professionals
(n = 70); Beer Game (t = not reported)
(1) changes in personal perceptions, (2) changes in behavior,
and (3) competency in understanding the principles of the
Beer Game
Sweeney & Sterman
(2000)
University students (n = 225); Bath
tub and cash flow exercises (t = 2
weeks)
(1) feedback, (2) delays, and (3) stocks and flows.
Witjes, et al. (2006) 7-10 year old children in rural
Colombia (n = 22); construction of a
rain water recollection system and
organic vegetable garden (t = 5
months)
Interpretation of drawings in terms of three systems thinking
levels: (1) systems, subsystems and synergy, (2)
possessiveness and feedback, and (3) chaos and order.
Doyle, et al. (2008) University students (n = 46);
Simulation of the economic long wave
model (t = 2 weeks)
changes in (1) mental models and (2) feedback thinking
25© Ricardo Valerdi 2019
26
Sjors Witjes, Pablo Muñoz Specht, Carolina Montoya Rodríguez, The Measurement of the Development of Systems and General
Thinking in Agricultural Areas of Colombia: Preliminary Results, Los Andes University.
Mental Models
in Rural Colombia
A Glimmer of Hope from Religion & Education
• Buddhism
– Systems view as a systems experience
– Appropriate level of analysis for any problem
– Cause and effect (karma)
– Cycles and continuous flowing (Sangsara)
– Constant flux due to external conditions (Annica)
• Scientific Habits of Mind
– Systems based reasoning
– Model based reasoning
– Understanding feedback
27© Ricardo Valerdi 2019
Experience Accelerators
• Management Flight Simulator
http://scripts.mit.edu/~jsterman/climate/master/
28
Healthcare Reborn
(http://www.healthcarereborn.com)
Tied for 1st place in Stevens Institute of Technology Experience Accelerator
Competition (www.experience-accelerator.org)
29
1. Systems thinking is not a natural act
2. Western educational system is the
biggest inhibitor to systems thinking
3. Systems thinking can be taught (but not
to everyone, unfortunately)
4. The best way to develop your systems
thinking abilities is through experiential
learning
30© Ricardo Valerdi 2019
Four Observations About Systems Thinking
31

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Why systems thinking is not a natural act wpi colloquim oct 2 2019

  • 1. 1 Why Systems Thinking is Not a Natural Act Prof. Ricardo Valerdi Systems & Industrial Engineering The University of Arizona rvalerdi@arizona.edu Oct 2, 2019 Worcester Polytechnic Institute Partially based on: Valerdi, R. and Rouse, W. B., “When Systems Thinking Is Not a Natural Act,” 5th IEEE Systems Conference, San Diego, CA, April, 2010.
  • 4. Four Observations About Systems Thinking 1. Systems thinking is not a natural act 2. Western educational system is the biggest inhibitor to systems thinking 3. Systems thinking can be taught (but not to everyone, unfortunately) 4. The best way to develop your systems thinking abilities is through experiential learning 4© Ricardo Valerdi 2019
  • 5. Inspiration The Seven Secrets of How to Think Like A Rocket Scientist (Longuski 2010) Secret #2: Work on the big picture 5 How to Think Like Leonardo da Vinci (Gelb 1998) “Think of the end before the beginning” © Ricardo Valerdi 2019
  • 6. Systems Thinking “Utilizing modal elements to consider the componential, relational, contextual, and dynamic elements of the system of interest.” 6 Davidz, H. L. and Nightingale, D. J. “Enabling Systems Thinking To Accelerate the Development of Senior Systems Engineers,” Systems Engineering, Vol. 11, No. 1, 2008.
  • 8. 8 “Maybe pushing on that wall to the right will give some space.”
  • 10. Systems Thinking: A Latent Construct • Five learning disciplines (Senge 1990) – Personal mastery, mental models, shared vision, team learning and systems thinking • Seven critical skills of systems thinking (Richmond 1993) – Dynamic, closed-loop, generic, structural, operational, continuum, and scientific • Thirty systems thinking laws (Frank 2000) – Synergy, gradual process, life-cycle thinking, solution exploration, etc. • Four foundations of systems methodology (Gharajedaghi 2006) – Holistic thinking, operational thinking, systems theories, and interactive design 10© Ricardo Valerdi 2019
  • 11. Systems Thinking Competencies 1. Ability to define the “universe” appropriately – the system operates in this universe 2. Ability to define the overall system appropriately – defining the right boundaries 3. Ability to see relationships – within the system and between the system and universe 4. Ability to see things holistically – within and across relationships 5. Ability to understand complexity – how relationships yield uncertain, dynamic, nonlinear states and situations 6. Ability to communicate across disciplines – to bring multiple perspectives to bear 7. Ability to take advantage of a broad range of concepts, principles, models, methods and tools – because any one view is inevitably wrong 11© Ricardo Valerdi 2019
  • 12. Measures of Systems Thinking • Aptitude tests (Toshima 1993) • Changes in mental models (Doyle, et al. 2008) • Performance on management flight simulators (Sweeney & Sterman 2000) • Application of knowledge, skills and behaviors in the classroom (Frank 2010) 12© Ricardo Valerdi 2019
  • 13. Why is systems thinking not a natural act? • Human evolution has favored mechanisms tuned to dealing with immediate surface features of problems – “programmed” human tendencies • Mechanistic/reductionist approach in decision making – Driven by education • Complexity of the systems overwhelms our cognitive capabilities – Bounded rationality (H. Simon), predictably irrational (D. Ariely) – Magic number 7, plus or minus two (G. Miller) 13© Ricardo Valerdi 2019
  • 14. Augustine’s Fifth Law One-tenth of the participants produce over one-third of the output. Increasing the number of participants merely reduces the average output. N. R. Augustine, Augustine’s Laws. Reston, VA: AIAA, 1997.
  • 15. Brooks’ Law Adding people to a late project makes it later 15 Brooks, F. P., The Mythical Man-Month, Addison Wesley, 1975.
  • 16. 13-story Building in Shanghai 16http://blogs.wsj.com/chinarealtime/2009/06/29/shanghai-building- collapses-nearly-intact/
  • 17. 17
  • 18. 18
  • 19. 19
  • 20. 20
  • 21. 21
  • 22. 22
  • 23. 23
  • 24. Inhibitors to Systems Thinking • Western educational system – No system thinker left behind? • Environment/institutional constraints – Incentives, tradition • Work organization – Over-specialized job function 24© Ricardo Valerdi 2019
  • 25. Systems Thinking Interventions Study Sample population (n); Intervention (time) Systems thinking measure(s) Huz, et al. (1997) Mental health professionals in New York (n = 18); System dynamics model building by a group (t = 6 months) (1) Participants’ perceptions of the intervention, (2) Shifts in participants’ goal structure, (3) Shifts in participants ’ change strategies, (4) Alignment of participant mental models, (5) Shifts in understanding how the system functions, (6) Shifts in network of agencies that support services integration, (7) Changes in system-wide policies and procedures, and (8) Changes in outcomes for clients. Cavaleri & Sterman (1997) Insurance claims professionals (n = 70); Beer Game (t = not reported) (1) changes in personal perceptions, (2) changes in behavior, and (3) competency in understanding the principles of the Beer Game Sweeney & Sterman (2000) University students (n = 225); Bath tub and cash flow exercises (t = 2 weeks) (1) feedback, (2) delays, and (3) stocks and flows. Witjes, et al. (2006) 7-10 year old children in rural Colombia (n = 22); construction of a rain water recollection system and organic vegetable garden (t = 5 months) Interpretation of drawings in terms of three systems thinking levels: (1) systems, subsystems and synergy, (2) possessiveness and feedback, and (3) chaos and order. Doyle, et al. (2008) University students (n = 46); Simulation of the economic long wave model (t = 2 weeks) changes in (1) mental models and (2) feedback thinking 25© Ricardo Valerdi 2019
  • 26. 26 Sjors Witjes, Pablo Muñoz Specht, Carolina Montoya Rodríguez, The Measurement of the Development of Systems and General Thinking in Agricultural Areas of Colombia: Preliminary Results, Los Andes University. Mental Models in Rural Colombia
  • 27. A Glimmer of Hope from Religion & Education • Buddhism – Systems view as a systems experience – Appropriate level of analysis for any problem – Cause and effect (karma) – Cycles and continuous flowing (Sangsara) – Constant flux due to external conditions (Annica) • Scientific Habits of Mind – Systems based reasoning – Model based reasoning – Understanding feedback 27© Ricardo Valerdi 2019
  • 28. Experience Accelerators • Management Flight Simulator http://scripts.mit.edu/~jsterman/climate/master/ 28
  • 29. Healthcare Reborn (http://www.healthcarereborn.com) Tied for 1st place in Stevens Institute of Technology Experience Accelerator Competition (www.experience-accelerator.org) 29
  • 30. 1. Systems thinking is not a natural act 2. Western educational system is the biggest inhibitor to systems thinking 3. Systems thinking can be taught (but not to everyone, unfortunately) 4. The best way to develop your systems thinking abilities is through experiential learning 30© Ricardo Valerdi 2019 Four Observations About Systems Thinking
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