Lesson 1: Except in rare circumstances, don't tell management that they need to
adopt systems thinking. Most senior managers are eminent pragmatists, focused
on their goals (or the goals they've been given). Systems thinking, as good as
it is, is just a means to an end for them, and they'll be more likely to hear
you if you help them achieve their goals than if you ask them to adopt your
tools.
Listen to them, and discover what their problems and goals are in their words.
Ask questions. Be curious. Don't fake being curious so that they'll open up;
really be curious (people can often tell the difference, and it makes a
difference in how much you'll learn, too). When they've stated a clear problem
that systems thinking can help with, ask them if they'd be interested in a
solution. Then show them the way forward, perhaps without ever mentioning the
words "systems thinking."
Think of your trips to get your car serviced. The service people don't tell you
about all the great, computer-aided equipment they have. They simply ask you
what's wrong with your car, they fix it, and then they ask you if it meets your
satisfaction. (Well, they also ask for some money, but that's a different
story.)
You may work for an innovative manager who sees the strategic advantage in
simulation, and you may be tempted to start talking about systems thinking
again. Careful! I had a manager like that when I was starting in organizational
simulation, and it seemed great. What it allowed me to forget was that the
managers I was serving, his peers, didn't share his enthusiasm, and I needed to
be solving their problems, not talking about my technology.
Lesson 2: Don't do your work in a vacuum. When I first started out, I'd go ask
managers what their biggest problem was. They'd tell me, and then I'd head back
to my desk and computer to start working on it. A week or so later, I'd drop by
the manager's desk again to get more data, only to hear that that wasn't a
problem anymore; they had solved it two days ago! When I'd ask what they did,
it was clear they had found a good but often quite sub-optimum bandage to
apply. That is, they fixed the problem well enough so that something else was
crying out for help, but they perhaps hadn't fixed it for good.
It took me a few loops through this process before I discovered I could always
be working on a problem someone had declared a week ago to be their biggest
problem and that they had "solved" two days ago -- not a way to feel good about
my contribution.
If a manager offers you a problem, work with them to solve it. Solicit the
information you need while you're sitting with them, and capture it on paper in
front of them. Scribble down statements, data, and fragments of stock and flow
diagrams. Accept their feedback. If it's the sort of issue and situation where
it's appropriate to pull together a group, do so, and use any of the
facilitation techniques created to help with such work.
You'll probably need to do some of the more detailed modeling on your own, but
don't stray long from involving them in giving you data or reviewing and
guiding your progress. You'll have to judge how long you can stay apart, but,
in most cases, you should be interacting multiple times a week.
To maintain that openness and that pace, you'll need to be good at modeling. If
you don't feel comfortable working in front of your managers or internal
customers, and if you have to spend more time studying than doing, get yourself
some support, whether it means taking a course, bringing in outside consultants
to help, or allying yourself with others in your company who can help you
deliver the services your internal customer expects. You might find a
consultant who will collaborate with you so that the two of you together
deliver the value and you simultaneously increase your skills.
Lesson 3: Develop a knack for seeing patterns and recognizing likely underlying
structures. One of the key mantras of systems thinking is that events are part
of patterns and patterns are created by structures. Most people look at events
and see events. When you see a notable event, see if it's part of a pattern. If
it is, think about the type of structure that might create such a pattern, and
look at the organizational system to see if it has such a structure. Then think
about modifications to the structure that might fix the recurring events.
Finally, test your hypothesis with simulation.
That approach will help you offer effective services faster, and your managers
will appreciate that you can help them solve their problems well and quickly.
Of course, you get better at recognizing the structures that create specific
patterns by doing lots of simulation.
Some years ago, I watched a manager talk about bouts of overspending followed
by bouts of under spending. To him, it was an event of overspending that lasted
several months, then a pause, then another event of several months of
overspending. I saw this as a type of simple oscillation, and I began to look
for a structure that could generate such oscillations.
Knowing what to look for helped me find a structure in the organization that
could generate such a pattern, and that greatly sped the process. It wasn't too
far from discovering the structural problem to proposing the cure, and then it
was simply time for testing, approval, and implementation.
Incidentally, out-of-control spending dropped by 95% when we installed the new
process in the real world.
Don't sell systems thinking; be a systems thinker!