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
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California Leaders Under Pressure:
Sustainability and Complexity, 2008-2028
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Counter-Intuitive, Systemic Approaches
For Complexity Management
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We support organizations with issues specifically in the
upper, left quadrant: Complex Issues
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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.
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Systemic methods offer enormous competitive advantage to
those organizations who are ready.
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Not all organizations are ready to develop these
capacities.
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WindTunneling Software |
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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
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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
- 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.
- There are multiple variables, each evolving without
communication with the others.
- The control of key variables sits
outside the organization.
- Command and control methods of hierarchical
management make the problems worse.
- There is increasing scrutiny
and demands by stakeholders to align the organization with the
values and concerns of the often-disparate groups.
- No one person
or team can know or access the indispensable information on a
consistent basis.
- 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.
- 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
- Global, national,
regional and local implications of climate change mitigation
and adaptation
- Escalating and uncertain energy costs
- Retention
of top employees
- Contingent liability for current and past pollution
and toxicity: “Polluters
Pay Their Way”
- Breakdown in eco-system services creating shortages
of arable soil, water, clean air
- Escalating costs of environmental
health hazardsUncertain governmental regulation and market mechanisms
to address all of the above
- Competitive marketplaces from global
initiatives that undermine our value in the marketplace
- Communication
issues across the departments, silos, and levels of our organizations
that leave us without the crucial information that is possible
- 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.
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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.

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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.
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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.
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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.

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