Future Insights Map, Inc.

RESOURCES

Resources to Support Insight into WindTunneling and Systemic Methods

There are eight resource articles with enrichment for readers.  Scroll down to find topics of interest and pdf's that can be sent or printed for sharing.

Index of the eight articles:

 

An Overview of Systemic Methods with
a Visual Overview of the WindTunneling Process

 

California Leaders Under Pressure:
Sustainability and Complexity, 2008-2028

 

Counter-Intuitive, Systemic Approaches
For Complexity Management

 

We support organizations with issues specifically in the upper, left quadrant:  Complex Issues

 

In our global work, we observe the same patterns: 
complexity is not personal, rather it is a phenomena that needs to be recognized and managed with alternative techniques, tools, and approaches.

 

Systemic methods offer enormous competitive advantage to those organizations who are ready.

 

Not all organizations are ready to develop these
capacities.

 

WindTunneling Software
 
 

 

Jane@FutureInsightMaps.com
P.O. 41
Ross, CA  94957  USA

Bruce@FutureInsightMaps.com
P.O. 12
Vincentia 2540
Australia

 

   

An Overview of Systemic Methods with a Visual Overview of the WindTunneling Process

The WindTunneling software is part of a comprehensive suite of systemic methods and tools that meet a wide variety of organizational needs:  strategic planning, risk assessment, risk management, innovation, change management, cultural transformation, attraction and retention of key personnel, board/management/staff communication challenges, among others.

In a simple metaphor, the systemic methods that we have developed and proven are like giving someone a screwdriver:  its utility will depend on what the person is trying to improve or build.

To extend the metaphor, organizations without comprehensive systemic methods for managing complexity are working with hammers….yet they need a screwdriver.  Few have heard about such a tool and its possibilities.  This summary gives the reader an overview of what Future Insight Maps and WindTunneling offer to support leaders under pressure….yet who, through no fault of their own, continue to work with hammers.

FIM offers comprehensive processes for organizations to systemically develop strategic plans and strategies for risk management, as well as innovation, operations, growth, etc.  We develop plans based on diverse engagement and integrated planning, yet we are still working in the present.  WindTunneling takes these strategies and operations and tests them against a wide array of plausible future events and conditions.  From the insights that emerge from the processes, maps develop to provide reference points for everyone involved to see and imagine more fluently into futures. 

Rather than thinking about “the future” as a single thing, people begin to learn to think fluidly, to live more comfortably and confidently in a fluid medium that more accurately reflects the uncertainties of the future.  From the outputs of the WindTunneling process, further systemic methods can be used to refine and elaborate on, to explore further into areas that the insight maps reveal are likely to be fruitful.

_______________________



California Leaders Under Pressure:

 Sustainability and Complexity, 2008-2028


This is a 14 page document that can be read as a PDF file or printed out.  If you read it on screen, click on the “VIEW” and set it to Page Display….and then Two-up.  This will enable you to read the document coherently as it is in booklet form.  You can also print it out on 11x17 and put it together, although it is a bit of work.   



This document reflects the challenges of global leaders, focusing on California specifically.
A strong argument can be made that complexity, itself, is the greatest barrier to sustainability.  The opening short essay articulates this, and the balance of the visuals and explanations helps those unfamiliar with systemic methods to see how and why the are relevant to integrated planning, which is only possible using systemic approaches. The battling for resources and turf continues to illustrate how intelligent people, with good intentions and who are working hard are helpless until they recognize that a radically different approach yields productive improvements….be we need to learn to think and work differently. It is a tough lesson, but one that a participant from the Fort Baker Leadership Summits articulated after our first summit:

The experience gained in the first Fort Baker Summit series was immediately put to use in the Los Angeles Department of Water and Power’s launch of the Solar LA Plan.  The interchange and strategic exercises exposed me to several fatal flaws in my personal approach to launching the largest solar development program for any major U.S. City.  My new approach and greater stakeholder involvement will bring a more sustainable program for Los Angeles and assure that the aggressive goals are achievable.

--Randy S. Howard, Director of Resource Planning, Procurement, and Development
Department of Water and Power
111 N. Hope Street, Suite 921
Los Angeles, CA  90012
213.367.0381

 

_______________________

 

Counter-Intuitive, Systemic Approaches
For Complexity Management

 Jane Lorand, Bruce McKenzie
Copyright: Future Insight Maps, Inc.   2009  USA

 

As managers and leaders, if we are candid, we have to acknowledge that the complexity surrounding our work is broader and deeper and more fast-moving than we can reliably manage. The best and brightest of us, the most hard-working amongst us are caught in a reality that outpaces our human capacities to optimally perceive, to understand, to imagine, and to innovate. When we find ourselves with pressing responsibilities to act, we also find ourselves artificially and arbitrarily narrowing our field of perception and identifying a “problem” and then a “solution” out of the true field of related problems and related solutions.  We act because we must act. We’re uncomfortable and often hide the complete picture from ourselves and our colleagues.  (Is there another way?) 

And then, the pressure steps up to a new level. We begin to defend the choice we made in recognizing and/or defining “the” problem and “the” solution that we acted on. We may keep the edges blurry to deflect future accountability. We know intuitively that we are not as certain as we would like to be. We are professionals, and we hold ourselves to very high standards of professionalism.  Yet, if we are honest with ourselves, and recognize the complex field within which we have to act, we know in our hearts that we are putting our organization at a level of risk higher that we find acceptable.  We know we’re missing crucial information, but what are we missing?  (Is there another way?) 

Our defenses may take many forms: limiting conflicting information that comes toward us; avoiding challenges to our authority; declining to revisit “the” solution; and failing to engage in close observation if mid-stream corrections would make us lose face. We move on to the next situation where we are again called upon to act. And so it goes, day after day, week after week. The strength and enthusiasm of fine people are progressively sapped. If truth be told, we aren’t fooling anyone because our colleagues are engaged in similar charades. This is not personal:  it is systemic and a function of the complexity of our world. Each of us is free to change in the face of this reality, but how? Systemic and critical thinking strategies offer today’s managers, leaders, and decision-makers a set of counter-intuitive methods that promote and assess productivity in the face of complexity.  High levels of uncertainty is the norm:  we need methods and tools that acknowledge this reality. (Is there another way?) 

Ideally, we want each manager and staff member to work as if the success of each project were up to them. Yet, our visual field at any moment of our waking time is about 120 degrees, pushing to 180 degrees at the peripheral extreme.  We can’t see behind us. We can hear at 360 degrees, but only in real time and within our auditory range. We mis-perceive even what we directly perceive because of our biases. Our memory limits us in profound ways. As humans, we are limited, yet as managers and leaders, we are expected to know everything relevant and let it inform our rigorous judgment about the optimal way to proceed.  What support and guidance do we need?

In companies worldwide, when managers are trying to manage amidst increasing complexity across a wide variety of issues, our intuitive response is to work harder, longer, and to hold more tightly to the reins of the organization for which we are directly responsible.  Yet, Complexity Science and Systemic Thinking reveal that a counter-intuitive set of responses is far more likely to optimize our position and situation.  For example, it is counter-intuitive to release our grip and open our hands, and further the opening of the hands of all those in our organization.  Yet, the unfurling our fingers to catch multiple perspectives yields an abundance of timely, relevant information sweeping in, wave after wave, hour after hour. 

We can capture that abundance, and put it into service of our organization. What, exactly, would it be like to relax our grip and let our fingers uncurl, and stay uncurled and sensing?  How, exactly, would we capture the details and impressions and interpretations of all of our people, from their unique perspectives? If we could do that, working with colleagues to identify the emergent patterns and even the weak signals, would we be better positioned? Would our responsibility to make that decision to act be shared in a distributed leadership model that allows diversity to serve us and our organization? As any financial advisor will tell us, diversity is a pillar of sound financial management, yet we support organization patterns that cut off the benefits of diversity.  We can change that. 

We need to have all of our people recognize how important their role is in sensing the environment in which we are trying to provide our goods and services.  If they don’t know that we need and value their unique impressions, they won’t be awake in service of the company.  If we don’t have systemic methods of capturing their impressions and interpretations, we managers who are stuck making decisions will be acting on a fraction of the possible relevant information.  If the methods we develop are burdensome, we will abandon them. Yet, there are methods and tools that work, and are not burdensome. In actual fact, these methods enliven organizations, extend the experience of belonging, and make teamwork and collaboration more than shopworn phrases.

A second example of counter-intuitive responses to complexity relates to time, and how we use and mis-use time as individuals, and as groups.  Rarely is time optimized, yet how do our managers engage in artfully-designed learning experiences that enable deep, counter-intuitive lessons to emerge? 

Future Insight Maps, Inc. (FIM) is a team of business people who honor today’s managers’ systemic dilemmas.  This is not personal, nor is it about “good managers” and “bad managers.”  The best of us are laboring under limitations of our human nature in the face of complexity.

These limitations can be mitigated, finessed into competitive strengths. This involves acknowledging the barriers to our conventional, intuitive reactions to complexity. Gripping tightly to the steering wheel is not helpful, and in fact ends up doing more harm than good on winding roadways.

Our teams and tools invite managers, leaders, and decision-makers to experience alternative methods of perceiving, thinking, and working that must be experienced and not just read about. Why can’t one just read about these methods and put them to work? Again, human nature appears.  Our intuition is very powerful, and we won’t override it without hard proof that what we thought was imperative, is, in fact, sub-optimal. It is our experience, as organizational advisors, that this learning can only come about through directly experiencing alternative ways of perceiving, of thinking, of working. New, direct experience will quickly over-ride a lifetime of prejudice.

We work with individuals, in groups.  But our work speaks to each individual manager, as a person who is striving mightily in situations that can only be improved systemically. From a causation perspective, these situations are not personal. Yet, we are human beings, guided by intellectual humility, working with fellow human beings. And this, as Future Insight Maps professionals, is very personal.

 

_______________________

 

Characteristics of Complex Issues

 

  1. No definitive cause/effect relationships can be established in the present….only after the fact can we begin to identify patterns and build on that knowledge.

  2. There are multiple variables, each evolving without communication with the others.

  3. The control of key variables sits outside the organization.

  4. Command and control methods of hierarchical management make the problems worse.

  5. There is increasing scrutiny and demands by stakeholders to align the organization with the values and concerns of the often-disparate groups.

  6. No one person or team can know or access the indispensable information on a consistent basis.

  7. In many organizations, there is a lack of alignment between the pressures for short-term profit and the values put forth by the organization as its Vision and Mission.  This creates ambiguity and fear which is compounded by the pressures of the complex issues themselves.

  8. Complex issues create a chilling effect on communication within organizations:  every idea is subject to attack from so many directions that people become unwilling to put forth ideas, and that withholding gesture cuts off the very life-giving energy flow that attracts and keeps top flight talent.

 

Examples of Complex Issues

  1. Global, national, regional and local implications of climate change mitigation and adaptation

  2. Escalating and uncertain energy costs

  3. Retention of top employees

  4. Contingent liability for current and past pollution and toxicity:  “Polluters Pay Their Way”

  5. Breakdown in eco-system services creating shortages of arable soil, water, clean air

  6. Escalating costs of environmental health hazardsUncertain governmental regulation and market mechanisms to address all of the above

  7. Competitive marketplaces from global initiatives that undermine our value in the marketplace

  8. Communication issues across the departments, silos, and levels of our organizations that leave us without the crucial information that is possible

  9. High levels of uncertainty leave many “paralyzed” (We lack adequate information), and the failure to act in a time way is, itself, an action….and the blame factor becomes a dominate cultural force in organizations.

There are many dedicated and highly capable leaders in the world of systemics.  There are few pioneers, however, who have made this their life work for decades.  David Snowden is one of these pioneers, and he and Bruce McKenzie have worked together to advance the field.  This article, from the Harvard Business Review, November 2007 gives a related picture to the context of the new thinking and methods needed for effective complexity management.

 


We support organizations with issues specifically in the upper, left quadrant:  Complex Issues

Our work is specifically working with organizations to build capacity to anticipate and work to support their decision-makers with complex issues.

The strategies we bring are counter-intuitive and powerful. Systemic methods add critical capacity across your organization.  The insights generated create reference points that illuminate the future, and enable people to experience justified confidence in their judgments, move beyond the masquerade where people feel like they are supposed to know something that can’t be known in the present.  Yet the fact that we can’t know everything does not mean that we don’t know anything.  Systemic methods enable us to release and put into accessible and disciplined forms what is known, but is trapped by our structures and hierarchical forms of organization.

How is this compatible with current operations? 1) For routine and complicated issues, where cause/effect is known or knowable, conventional approaches continue to meet the organization’s needs. 2)  However, for Complex Issues, taking up systemic methods can be done by trial: one project can be taken up by a division or several business units, and the process can be explored and developed, reporting out to all involved.

The principles of transparency and anonymity support risk-taking and enable diverse groups of people to come together, share their learning quickly and effectively, build emergent ideas, design probes into the systems....and test the strategies that evolve against an array of plausible future events and conditions developed by the group.  There is significant capacity building in critical and systemic thinking by merely participating in the project, and participants come to deeper understandings of how the organization works.

 

_______________________

 

In our global work, we observe the SAME PATTERNS
complexity is not personal, rather it is a phenomena that needs to be recognized and managed with alternative techniques, tools, and approaches.

We see leaders and decision-makers in all fields under pressure.  Expectations of “success” from an earlier time, a simpler time, continue to be held up as today’s standard.  We are now in a time of radically different circumstances.  The complexity of our global economy, the regulatory interface, the resource depletion issues, Climate Change pressures, and the uncertainties of financial and other markets at a rapidly escalating pace of commerce present decision-makers with a diary full of complex issues.....and few leaders or managers have had the benefit of a toolset of appropriate methods to effectively manage them.

The hierarchical structures that emerged from the command-and-control world of post WWII continue to breed silos of isolation and layers that cut off much-needed experience, wisdom, and information.  The release of this embedded knowledge from diverse perspectives is a core principle of systemic methods for managing complex issues.  Collaboration has long been seen as desirable, however, it is typically so slow and bogs down the process when decisions need to be made sooner rather than later.  Competition I rank, power, and compensation often brings out the worst in people, rather than the best. 

We see capable people populating high-level and mid-level positions in these hierarchies and they rarely are working with robust teams fluent in the organization’s issues and appreciating the complexities involved.  Personal relationships and trust erode as information is withheld or resisted.  Often the organization is asking the wrong questions, following what “best practices” seem to indicate would be relevant, when in complex issues, each situation is unique and the questions that need to be addressed must be crafted by the people involved for that specific
situation.

It was this situation that brought Bruce McKenzie and Jane Lorand into the leadership of the Fort Baker Leadership Summits:  bringing 40 top California leaders to explore a vision and guiding principles for a Sustainable Future for California.  We evaluated the role of integrated planning, and the PDF file here reflects the overview of the challenges facing California’s leaders.

California Leaders Under Pressure
Sustainability and Complexity, 2008-2028

 

_______________________

 


Systemic methods offer enormous competitive advantage to those organizations who are ready.

Tangible, meaningful support, in terms of “maps” of the organization’s future and possibilities support decision-makers under pressure.  Engaged and distributed leadership emerges from participants as their unique knowledge and experience is valued and protected in the processes.  Better ideas develop and are refined, and that becomes self-evident early on.  People contribute their ideas into the commons, for the benefit of all, without holding an attachment to “my idea.”
 
Flexibility and resilience enable the organization as a whole to shift to an “anticipatory design approach” to business, enabling their organization to become a sensing organization, sweeping in “weak signals” from the environment across all variables, to inform earlier alerts and thus more deliberate and coherent action.

The WindTunneling software enables the organization to routinely tap into changing conditions and test the organization’s strategies, operations, and activities against a wide array of plausible futures. The learning feeds back throughout the organization and informs both the strategies being tested, but related activities that would be similarly impacted. Steps for redesign for more resilience and insurance against catastrophic risk can be taken with care and deliberation.

 

_______________________


Not all organizations are ready to develop these

capacities.

Is your organization ready to explore a set of complex issues using systemic methods?  Our experience is that the following are indicators of readiness:

  • There is a recognition that there must be a better way, a different way to face issues where there are so many unknowns.

  • There are two or more leaders within the organization who are willing to take on a project that is undermining the organization’s resilience in one or more areas:  to face that fact that even with the resources that have been dedicated to that issue, things continue to erode and there is no reason to expect improvement using the current strategies.

  • Within the organization, those who are eager to try an alternative approach and they are protected by individuals higher up in the organization who are either seeking competitive advantage or seeking to protect assets, programs or product development that is at risk.

  • The organization is prepared to commit the resources, in terms of time and staff professional development, to enable a diverse group of staff to engage in the foundation learning and the specific projects that are related to the issue under consideration.



Not a Quick Fix -

Systemic Methods Develop over Time

Systemic methods challenge the status quo.  In our experience, they offer high return on investment for those organizations willing to make the initial investment: yet they do not offer a “quick fix.” The philosophy of Future Insight Maps is to support organizations to develop the capacities in-house, to invest in their people. In this way, the next complex issue can be more effectively managed without calling in outside, expensive consultants (who may or may not be experts on this unique complex issue). We encourage independence that inspires the in-house “experts” to use their experience, newly developed systemic and critical thinking skills, and interdependence and collaboration to take on the organization’s complex issue.

Like any broad-scale cultural change, organizations need to be prepared to create opportunities for enthusiastic staff at all levels to engage in these new methods and work with the WindTunneling software or other systemic methods to break the roadblocks that impede their progress with complex issues.  Mixed messages as management and leadership changes can erode the effectiveness of any broad, systemic change initiative. Commitment by the board of directors and top leaders is the greatest assurance of success: those who see immediate progress in the projects that they are involved with will find the evidence of success self-evident.

 

_______________________


Professional Development Opportunities:

Intensives at our Systemic Methods Centers
            San Francisco Bay Area, California
            Sydney, Australia
            Brussels, Belgium  Europe

Intensives at our sites: We offer week-long intensives at each site several times each year.
These intensives include the necessary capacity building to lead a WindTunneling project.  Maximum of 25 participants per intensive.
For the calendar and details, email Tod@FutureInsightMaps.com.

Systemic Methods Courses on site at your organization
Contact Bruce@FutureInsightMaps.com.  In general these courses are 3 day intensives, with a ten week “project development” space with skype mentoring by the Facilitators, and then a second 3-day intensive where the 3rd day is a presentation of the projects to the sponsoring management teams.

Systemic Methods Courses that your organization sponsors in your region for companies who also have a readiness, perhaps from your supply chain or client organizations, reducing your costs and building your identity as a thought-leader. Contact Tod@FutureInsightMaps.com

WindTunneling Project Leadership Courses:
When appropriate, we will work at your site or you can come to our Centers for 3-day courses. Contact Bruce@FutureInsightMaps.com.

 

An Overview of the Workshops and Leadership Development Programs

Our philosophy is that experiential learning is effective learning, and our professional development aligns with that principle.  The work is rigorous, requires reading and writing, small group work and presentations. 

Participants explore the basic paradigm shift that systemic methods offer, and learn how to lead a group of their peers through a minimum of eight exploratory approaches, from Rich Picturing (using various techniques) to Emergence and Patterning, through crafting Transformation Idea Statements, to refining them and moving into Three Horizons and on into Coherence Mapping.

WindTunneling takes strategies that the group has developed and moves them into a future context where they are tested against a wide array of plausible future conditions and events.  Refining the mapping results from the WindTunnel is also part of the courses, and enables participants to work with a variety of techniques to display and engage both leadership teams and colleagues in the outcome of the work processes. 

Critical thinking techniques, from Knowledge Mapping to synthesis and clarifying opportunity and problem statements to align with “higher purpose statements,” are all part of the rigorous Systemic Methods Courses for Leaders under Pressure.

The friendships and networks that are actively supported in these workshops continue as participants build personal and professional connections in the Community of Practice supported by Future Insight Maps.  Regional get-togethers and on-line opportunities will evolve in 2010-11.

_______________________

 

WindTunneling Software

WindTunneling is a jumpstart for organizations wanting to test their strategies against a wide array of plausible future events and conditions, and to introduce some basic systemic principles through action.  The visual below captures the basic values of an organization using WindTunneling to test a set of strategies to build resilience and insurance as well as innovation.
Contact Bruce@FutureInsightMaps.com for additional information and licensing/consulting arrangements.