Systems Thinking tools, skills, resources

The problems and challenges that we see around us are the outcomes of the existing structures, processes, beliefs and attitudes that currently exist: our system is designed to produce exactly the outcomes that we experience. To be able to move toward transformation of the system, to produce more positive outcomes, we need to use systems tools that help us reflect more deeply on the fundamental drivers of our system so that we can start to get some leverage over things that will lead to larger and more sustainable change.

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Creative Tension

The practice of Creative Tension involves learning to hold both an individual or collective vision and a clear picture of the current reality. Doing this will generate an energy within ourselves called “creative tension”.  Adapted from Robert Fritz’s work (Path of Least Resistance and Path of Least Resistance for Managers), Creative Tension is a tool to consider how we might stay with the tension and leverage it to create action.

Often, we use the metaphor of an elastic band to describe this tension.  As you stretch the band, you create tension.  If your vision is at one end and current reality is at the other, the greater gap between the two, the greater the tension and the greater the motivation to move to resolve the tension.

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Sometimes problematic emotions can occur when we feel the tension. When we feel negative emotions, we sometimes lower our vision (compromise) or even deny there is any tension. The stable point of the system is its vision, so in attending to the vision  we can eventually work towards stability. The ability to hold on to a vision is very powerful despite all of the challenges we face.

 

Creative Tension Chart

To build a collective approach to building a creative tension chart.  You can see a template in the graphic here that can guide your discussion and work.  You can complete the exercise using the template, or you can adapt the content to any other creative format that speaks to your group.  Keep in mind that once you have detailed your collective vision and current reality we will continue to use this chart to identify some action steps for your project.  See if you can put in as much descriptive detail as you can for both your vision and your current reality. 

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Integrated CSL Frame

The INTEGRATED CSL FRAME provides a comprehensive way to think about and to build transformational strategies. It outlines four main domains of action that need to be held in balance and tension as you unfold your CSL activities. All four are critical to a complete CSL approach. And all of the other CSL tools and practices are woven through and support them all. They can be used in a more conceptual way to keep you on track or in a more linear way as you create weekly and monthly to-do lists and action plans.

The four components are:

Building Capacity: how to develop personal, interpersonal and systems thinking capacities as a foundation for the work, building a practice of reflection, a common culture and language, and a way of approaching the work.

Nurturing Networks:• how to create and expand the near and extended connections and relationships that you need to create transformational change, creating a common vision and plan for change through generative conversations and connected work.

Emergent Learning:• how to work through a consistent practice of curiosity and on-going learning that includes personal and collective reflection, informal feedback, story telling and formal research.

Taking Action: how to hold a focus on the practicality of “doing what is in front of you”, being willing to try things out that make progress toward your vision and address deeper structures and processes, knowing that, through taking action, opportunity will open up and adaptation can happen.

SYSTEMS MANDALA

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The Integrated CSL Frame has been developed from the Mandala for Systems Change is a framework developed by the Centre for Systems Awareness.  The mandala provides a way of understanding the components that contribute to systemic change holistically.

There are four components all equally important to creating systemic change. The objective is to first create a vision of the change we imagine and then to articulate the mechanisms necessary for change in each component.

We often find ourselves focusing on one element of the mandala, but it’s important to hold and not lose sight of the other elements while we’re doing this; they’re all equally important.

Capacity Building - What are we trying to grow? What capacities do I need to grow?  What shared capacities do we need? 

Practice - What are we trying to accomplish?  What practices/processes do we want to develop?

Community Building - Who is the ‘we’?  Who is not included and should be?  Who are the key partners?

Research - This is not a traditional definition of research, but rather asking ourselves, “What are we trying to learn?” and “How can we tell we are successful?” We need to embed some sort of reflective process to grow and improve.

 
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Perspective Taking

The Blind Men and the Elephant is an old Indian fable that provides a depiction of how different perspectives must converge for the entire system to be understood.  In the fable, each of six blind men approach an elephant in a different place.  Each of them touches the elephant to determine what it is and as such, each thinks the object is something different.  The one who touches the trunk thinks it is a snake; the one who touches the leg thinks it is a tree; the one who touches the tusk thinks it is a spear, etc.  In the fable, the men initially argue adamantly that their belief is correct.  It is only when they are able to listen to each other’s perspective and knowledge that they are able to emerge the collective wisdom to understand that it is indeed an elephant. 

This is a simple tool that serves as a reminder of the importance of acknowledging the limitation of our own perspective and of integrating a diversity of perspectives before taking any action.

Books

Mind in the Making: The Seven Essential Life Skills Every Child Needs Paperback – April 20, 2010, by Ellen Galinsky

Videos

The Blind Men and the Elephant https://www.youtube.com/watch?v=wC4ZAnyOQdw

Articles

The Power of Perspective Taking, How leaning in can expand our worldview and deepen our relationships. By Joscelyn Duffy, June 2019

The power of perspective-taking. Being able to step into somebody else’s shoes is an important skill for any leader By Gillian Ku, February 2017


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Stock & Flow Diagrams

These diagrams are core to systems thinking practice. A system stock is a store, or a quantity of a material: something that you want to focus on changing. It may be a quality within a population that we want to address. Stocks change over time through the actions of flows. These flows can be positive - contributing to a positive increase in the stock - or negative - draining or depleting the stock.

Websites

Systems Thinker; https://thesystemsthinker.com/

Academy for Systems Change; http://donellameadows.org/systems-thinking-resources/

Books

Thinking in Systems: A Primer Paperback, December 3, 2008 by Donella H. Meadows (Author), Diana Wright (Editor)

The Fifth Discipline: The art and practice of the learning organization: Second edition by Peter M Senge (6-Apr-2006)

Articles

Step by Step Stocks and Flows: Improving the Rigor of your thinking; Daniel Aronson, Daniel Angelaki

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System Archetype: Shifting the Burden

System archetypes are commonly occurring ways that systems behave. They consist of two or more balancing or reinforcing loops. Archetypes can help us explain what has happened over time in a system and can help us predict what will happen in the future if we do not take any action.

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Shifting the Burden

This archetype usually begins with a problem symptom that prompts someone to intervene and “solve” it. The solution (or solutions) that are obvious and immediately implementable usually relieve the problem symptom very quickly. But these symptomatic solutions divert attention away from the fundamental problem, often making the fundamental solution more difficult to achieve.

Websites

The Systems Thinker, https://thesystemsthinker.com/

Systems and Us, https://systemsandus.com

Academy for Systems Change http://donellameadows.org/systems-thinking-resources/

Waters Center for Systems Thinking https://waterscenterst.org/

Books

The Fifth Discipline: The art and practice of the learning organization: Second edition by Peter M Senge (6-Apr-2006)

Systems Archetype Basics: From Story to Structure Revised Edition by Daniel H. Kim and Virginia Anderson

Articles

Tools for Systems Thinkers: The 12 Recurring Systems Archetypes by Leyla Acaroglu

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Systems Mapping

An essential component of systemic change is a shared understanding of what the system is – its components, its relationships and interconnectedness, its boundaries and its intended outcomes.

Ultimately, everything has an interdependency and as such, the universe in its entirety is a system.  As a first step to understanding the system that is the focus of our change efforts, it is important to determine a boundary and decide what is in and what is out of the system.  In setting a boundary, there is a recognition that the boundary will be permeable as it makes sense to engage more broadly.  However, the initial boundary allows a concentration of collective effort and awareness.

It is helpful in determining the system boundary to ask a couple of questions:

•      What or who are we trying to impact with our efforts?

•      Where do we have access to levers for change?

 Drawing the System

Once the system boundary is identified, the groups go on to depict all the components of the system – the individuals and organizations, and the interrelationships between those components.  They also include some individuals and organizations that are just outside of their identified system boundary. This task is done simply – the group convenes around a piece of flip chart paper with felt pens and stickies and draws the system.  Intensity of connections are depicted by the thickness of the line.  When connections are tentative, they are represented by a dotted line.

 This is a straightforward task, and during this exercise there is no attention paid to causal relationship or feedback loops within the system.  However, the biggest learning often is that even when only considering these basic dimensions of the system, the system is extremely complex. Having this initial map allows participants to build the shared understanding of their system and an easy mechanism to relate this to other people.  Recognizing the complexity of the relationships and interdependence provide a valuable lens for the consideration of any next steps.

4-D Mapping

4D mapping is one output from a process called Social Presencing Theater. The technique was developed under the leadership of Arawana Hayashi and has been used extensively by Otto Scharmer in his social change and innovation efforts around the world. It can brig “the system to life” and embodies the current reality of the system and presents an opportunity to emerge a new reality.

To begin the exercise, the group identifies a number of key actors or organizations within their system of focus. Typically, this includes children and families, schools and teachers, child protection services, the municipality, and a range of other service providers and funders. Each member of the group assumes the role of one of the actors. Each places themselves in relationship to the children and families who are at the center of the tableau, as well as to the other actors in the system. Each person also takes a posture that epitomizes the character and emotions of the role they are playing. This could be big or small, powerful or fearful, open or closed etc. A few minutes are given to allow people to adjust their positioning in relation to others and then all are asked to be still. Staying in their positions, time is taken for reflection on the experience and what insights have emerged for the participants. Next, all participants are asked to reposition themselves to what they envision could be a future reality for the system. This is not necessarily what people see as ideal, but rather what their insight on the current realities has led them to want to change or move within the system. Again a few minutes are given for all to adjust and then all are asked to be still. The exercise ends with a full debrief on the experience of each participant.

Books

Systems Thinking For Social Change: A Practical Guide to Solving Complex Problems, Avoiding Unintended Consequences, and Achieving Lasting Results by David Peter Stroh | Oct 16, 2015

Thinking in Systems: A Primer by Donella H. Meadows and Diana Wright | Dec 3, 2008

Websites

FSG - Reimagining Social Change https://www.fsg.org/

Disruptive Design https://medium.com/disruptive-design/tools-for-systems-thinkers-systems-mapping-2db5cf30ab3a

Articles

4 D Mapping https://www.presencing.org/files/tools/PI_Tool_SPT_4DMapping.pdf

Videos

4D Mapping https://www.presencing.org/resource/tools/4D-mapping-desc

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Theory U

Theory U provides points of reference to help us move beyond our habitual way of thinking. It provides a guide for how individuals can make their own contribution to possible solutions that are in tune with what society actually needs. Theory U is about personal leadership and a different way of thinking.

The Theory U process shows how individuals, teams, organizations and large systems can build the essential leadership capacities needed to address the root causes of today’s social, environmental, and spiritual challenges. In essence, we show how to update the operating code in our societal systems through a shift in consciousness from ego-system to eco-system awareness.


Levels of Listening

To work with the Theory U requires courage and the ability to listen deeply. The Levels of Listening approach maps onto the same idea of open mind, open heart and open will. When we listen at level one, we remain in our own heads and we simply reconfirm our existing ideas, biases and habits. When we listen at level 2, we open our minds to receive the perspectives and through of others. When we listen at level 3, we open our hearts toward an empathic atunement with others. When we listen at level 4, we open our whole selves, our will, to what we are hearing and feeling, and we ourselves change as a result of the listening process. To be able to open up new creative and generative spaces with our colleagues, we need to build skills and practices that allow us to operate at level 3 and 4.

Fields of Conversation

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Theory U describes four types/levels of conversations. People relate to each other at different levels of conversational complexity; from polite discussion, through the field of debate , towards more open, reflective dialogue and finally collective and generative space.

In Polite Discussion or “Talking Nice”, people listen from within their own story, but without any self-reflection. They only hear that which confirms our own story and therefore there is only reproduced what is already known. It is about being polite and people not saying what they think.

When Talking Tough or Debating, people start listening to each other and to ideas (including our own ideas) objectively, from the outside. But people say what they think and focus on the differences, which often results in a conflict or a clash.

In Reflexive Dialogue, people listen to themselves reflexively and listen to others empathetically-listening from the inside, subjectively. They start surfacing their own paradigms and assumptions and focus on unity. 

At the level of Generative Dialogue, people listen not only from within themselves or from within others, but from the whole system. And when they speak, they speak to generate new understanding, to create new possibilities, to open the possibilities that the collective can focus on an emergent future.


Websites

The Presencing Institute https://www.presencing.org/

Videos

The Ego to Eco Framework https://www.presencing.org/resource/video/the_ego_to_eco_framework_1507660926

Books

Theory U: Leading from the Future as it Emerges 2nd Edition by C. Otto Scharmer, 2016

The Essentials of Theory U: Core Principles and Applications by C. Otto Scharmer, 2018

Presence: An Exploration of Profound Change in People, Organizations, and Society by Peter M. Senge, C. Otto Scharmer, Joseph Jaworski, Betty Sue Flowers, 2004

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The Iceberg

The iceberg provides a framework for understanding an entire system and reminding us to not focus solely on a particular problem or event, but to dig deeper. In nature, only ten percent of an iceberg can be seen above the water, yet what shapes the iceberg, the water temperature and currents, takes place below the surface, out of sight. This mirrors what often happens in social change efforts where we spend time focusing on what we see (child poverty for example) and not delving deeper to determine the systemic drivers.

About the Iceberg

The Systems Iceberg is a commonly used tool in systems thinking. Its creation is most often credited to American anthropologist, Edward T. Hall, but there are now many variations in regular use. The version that we use in our training wis derived from the work of Mette Boell and Peter Senge.

The iceberg has three levels: symptoms or events; patterns and trends; and structures and processes (which includes both mental models and artefacts). 

Level 1: Symptoms or Events

This is the level at which we have the daily experience of issues and challenges.  In our example, we would be experiencing children’s challenging behaviour in a classroom.  This might involve aggression or withdrawal or running away. At this level of the iceberg, all we can do is react to the behaviour we see.  Typically, we respond to this behaviour by applying consequences or seeking extra support for the child. We may be able to temporarily manage the behaviour with some of these solutions, but we are not able to plan for or prevent other incidences of challenging behaviour.  The problem endures despite our efforts.  This is the level that we are often stuck at when we address complex social or cultural problems, by only addressing symptoms.

Level 2: Patterns or Trends

This is the level just below the surface where we can observe patterns and/or trends in the problems we are facing. In our example, if we considered the incidence of challenging behaviour in classrooms over the last decade, we would see that this behaviour has been steadily increasing.  Identifying a pattern or trend allows us to anticipate and to form a plan that is proactive.  If we can forecast that there will be children with challenging behaviour arriving in the classroom, we can put additional supports in place and potentially reduce or mitigate the incidence of the challenging behaviour.

Level 3: Structures and Processes

It is at this deepest level of the iceberg that our actions have the potential to recreate or transform the system leading to long term change in outcomes.  Structures and processes represent an interaction of both artefacts and mental models.  When we consider the fundamental causes of the patterns we observe (in our example of increasing challenging behaviour), you will likely think about an artefact or mental model.  Artefacts include: policies, organizational mechanisms; distribution of resources, cultural norms, rules etc.  An artefact that might be contributing to the incidence of challenging behaviour could be the way the classroom is organized for example.  Hypothetically the set up of the classroom constrains the child, creating stress that leads to difficult behaviour.  That would be an artefact that was contributing to an unintended outcome. Mental models include: values, experiences, judgements, beliefs and biases – those deeply held personal ideas about how the world does and should work.  A mental model that might contribute to the incidence of challenging behaviour might be our beliefs about what is acceptable behaviour in a classroom.  Perhaps we believe that children should speak quietly and not shout. We categorize shouting as “challenging” and set off a whole series of reactions based on that categorization.

Videos

https://www.youtube.com/watch?v=9I5YvLm5KXI

Articles

Connecting Systems Thinking and Action by Ed Cunliff

Websites

Waters Centre for Systems Thinking https://waterscenterst.org/systems-thinking-tools-and-strategies/tools-strategies/

Books

The Tip of the Iceberg: Managing the Hidden Forces That Can Make or Break Your Organization 1st Edition by Bobby Gombert and David Hutchens

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