January, 2002

From: "Ansaldo, James" <jansaldo@indiana.edu>

To: "'k-12sd'" <k-12sd@sysdyn.mit.edu>

Subject: RE: confirmation

Date: Thu, 13 Dec 2001 12:26:58 -0500

Hello All,

I'm a research associate at the Center on Education and Lifelong Learning at

Indiana University, Bloomington. I am interested in applying system

dynamics insights to our center's work in the area of school change. We do

a lot of work in the area of inclusion, which we have expanded from a focus

on the inclusion of people with special needs toward the concept of creating

inclusive school communities -- an idea that goes well beyond issues of

disability. I'm looking forward to the discussion.

jim

------------------------------------------------------------

Jim Ansaldo

Indiana Institute on Disability and Community

Center on Education and Lifelong Learning

2853 East Tenth Street Building G

Bloomington, Indiana 47408-2601

P: (812) 855-8343

F: (812) 855-9630

jansaldo@indiana.edu

http://www.iidc.indiana.edu

----------------------

Date: Mon, 7 Jan 2002 11:28:37 -0500

To: k-12mas@sysdyn.mit.edu

From: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Happy New Year and List Protocol (SD35

X-Loop: k-12mas

Dear K-12sd List Members,

The note below is a helpful summary of list protocol for us to use in the future along with Bob's (system-dynamics list moderator) suggestion that messages have been scarce in the past few months and you are still on the master email list.

Happy New Year to All!

Nan Lux, Moderator

k-12sd Email Discussion List

Date: Wed, 02 Jan 2002 06:16:06 -0500

From: Bob Eberlein <bob@Vensim.com>

X-Accept-Language: en

To: system-dynamics@world.std.com

Subject: PERIODIC Happy New Year and List Protocol (SD3523)

Sender: system-dynamics-approval@world.std.com

Reply-To: system-dynamics@europe.std.com

Hi Everyone,

Happy new year. The list has gone quiet lately, it does that

from time to time, so I wanted to post something to let you know

you are still subscribed.

Reminders on protocol.

1. The topics need to be related to system dynamics.

2. Strive for brevity.

3. Always be polite.

4. If you want to refer to another's message quote one or

two lines of the message do not include the entire thing.

5. If you want to post an informational query you need to

explain why you are making the query (what project you

are working on).

6. No advertising except that job openings, new product

introductions and conferences may be announced.

7. If I do not think something is appropriate for the list or

a topic has been beaten to death I will not post the message.

If you don't see a message and you think it should be posted

send it again and I will reconsider and post it or let you

know my reasoning.

8. There are lots of bounced addresses and some fail persistently

for a while even though they shouldn't. If this happens the

addresses get dropped. If you think you have been inadvertantly

unsubscribed send me a note and I will check it.

Bob Eberlein

bob@vensim.com

----------------------------

From: "Juan Sanchez (TXM)" <TXMJUSG@am2.ericsson.se>

To: "'k-12sd'" <k-12sd@sysdyn.mit.edu>

Subject: Systems Thinking at Kindergarden schools

Date: Mon, 7 Jan 2002 18:20:07 -0600

Hello,

I am developing a new program for Kindergartens. I would like to include issues about System Thinking in order to make children think in this way. Any material or any tips about System Thinking for children (3-5 years old) is welcome.

Juan Sánchez

mailto: txmjusg@am2.ericsson.se

--------------------------

Date: Tue, 08 Jan 2002 08:49:29 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Introduction

Jim Ansaldo wrote

We do a lot of work in the area of inclusion, which we have expanded from a focus

on the inclusion of people with special needs toward the concept of creating

inclusive school communities -- an idea that goes well beyond issues of

disability.

I would be very interested in hearing more about the idea of inclusive

school communities Jim. I am Dean of Academic Studies at a university in

Germany, and my main overriding goal at present is to build precisely

such a community here. I'd be particularly interested in hearing about

ways of getting an initiative off the ground - generating interest

amongst staff and the local community for such a cooperation.

Cheers,

Niall Palfreyman.

--------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "MIT" <k-12sd@sysdyn.mit.edu>

Subject: iontroduction

Date: Mon, 7 Jan 2002 17:05:58 -0500

(My) Major interest application of catastrophe theory and Non-linear dynamics to learning systems at the individual, school, and system level.

Dr. Joseph M. Sullivan

Principal

Gloucester High School

32 Leslie O. Johnson Road

Gloucester, MA 01930

--------------------------

 

Future request from the Moderator: Please "sign" your list messages with at least your first name and last name. Thanks!

-----------------------------

From: DPetrino@aol.com

Date: Tue, 8 Jan 2002 20:29:43 EST

Subject: Re: Reply to Introduction

To: k-12sd@sysdyn.mit.edu

I think President Bush signed into law today the new education budget with

increase the "IDEA" funding percentage -- "IDEA" is the legislative funding

source for inclusion .....

---------------------------------------

Date: Wed, 09 Jan 2002 08:27:19 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Systems Thinking at Kindergarden schools

Juan Sanchez schrieb:

Any material or any tips about System Thinking for

children (3-5 years old) is welcome.

Hi Juan,

Two thoughts that immediately come to my mind are:

"When a Butterfly Sneezes" by Linda Booth Sweeney.

"Systems Thinking Playbook" also by Linda.

Both excellent.

Cheers,

Niall Palfreyman.

-----------------------------

To: k-12sd@sysdyn.mit.edu

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Introduction and greetings

Date: Tue, 08 Jan 2002 17:56:06 -0800 (PST)

Happy new year everyone.

My name is Francis (Frank) Duffy. I am a professor of

administration and supervision at Gallaudet University

in Washington, DC. My speciality is large-scale

organization improvement, especially in school systems.

I have published four books on systemic school

improvement, including one with a lead chapter written

by Meg Wheatley. As you can imagine, I have a keen

interest in learning more about how to create and

sustain whole-system change within school districts.

I'm looking forward to learning....

Best wishes,

Frank

------------------------------

Date: Wed, 9 Jan 2002 18:45:13 -0500

To: k-12sd@sysdyn.mit.edu

From: Alan Ticotsky <ticotsky@rcn.com>

Subject: systems in Kindergarten

Juan Sanchez wrote:

Any material or any tips about System Thinking for

children (3-5 years old) is welcome.

In Carlisle, Massachusetts, USA, we do a few things with

Kindergartners. We play a version of "The Friendship Game," developed

originally at the Catalina Foothills School District in Arizona. Our

methods are described in an article "Graphing the Friendship Game"

available from the CLE website.

We also play a simulation called "The Rainforest Game" which is

unpublished but pretty far along in development. I would be glad to

describe it in detail off the listserv and would welcome feedback from

teachers who try it in their own schools.

Some Carlisle teachers are piloting simple causal loops about

avoiding fighting. We have had good success in grade 5 but I don't know

how it will go with the younger students.

I know that some of my colleagues around the US have worked with

very young students. I am always encouraged when groups of systems

educators meet and trade stories. Perhaps more references can be shared,

and Juan and others can contact those folks doing work with young students.

Alan Ticotsky

-------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Systems Thinking at Kindergarden schools

Date: Tue, 8 Jan 2002 16:28:34 -0500

One consideration should be the teacher's systems thinking. Systems

thinking at the kindergarten level may revolve around learning strategies

instruction. Methods for learning, templates for problem solving that

provide frames of reference for thinking about a problem. Graphic organizers are helpful reference points.

Of course, I could be out in left field, because I am viewing the problem from the 9-12 end of the system. What we see is that those students who have some schema (templates) are more successful with ill-defined problems, as well as novel problems. I'd be glad to talk with some people at that end of the business to see if my estimate is accurate.

Dr. Joseph M. Sullivan

Principal

Gloucester High School

32 Leslie O. Johnson Road

Gloucester, MA 01930

--------------------------------

From: "Janice C. Kowalczyk" <kowalcjn@ride.ri.net>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Systems Thinking at Kindergarden schools

Date: Tue, 8 Jan 2002 17:20:49 -0500

Juan, I think the connections that can be best made at that level is to

stories and through these you can also help develop the vocabulary and

thinking...for guidance with this task I recommend the book "When a

Butterfly Sneezes" by Linda Booth Sweeney.

Janice

Janice C. Kowalczyk

mailto:kowalcjn@ride.ri.net

Rutgers University

Assistant Director,

Leadership Program In Discrete Mathematics

http://dimacs.rutgers.edu/lp/institutes/index.html

Office: 401-841-5583

Home: 401-849-7546

9 Beechland Place

Middletown, RI 02842

------------------------------

Date: Fri, 11 Jan 2002 17:33:28 -0500

Subject: Re: Introduction and greetings

From: Kathy Minardi <k.minardi@aidanschool.org>

To: k-12sd <k-12sd@sysdyn.mit.edu>

on 1/11/2002 3:51 PM, k-12sd at k-12sd@sysdyn.mit.edu wrote:

My name is Francis (Frank) Duffy. I am a professor of

administration and supervision at Gallaudet University

in Washington, DC. My speciality is large-scale

organization improvement, especially in school systems.

<snip>

Dear Frank Duffy,

My name is Kathy Minardi. I am the Head of School at

Aidan Montessori School in Washington, D.C. in Woodley Park. I have been in the systems thinking movement for quite a while. I have been working in whole-systems change in small organizations rather than school districts.

Since we are neighbors, perhaps we could meet. What is the title of your

book that includes a chapter from Margaret Wheatley?

Best Wishes,

Kathy

--------------------------

From: "David Mastropaolo" <dmastro1@maine.rr.com>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: Re: Introduction and greetings

Date: Mon, 14 Jan 2002 11:45:28 -0500

Hi Frank,

David Mastropaolo, from Falmouth, Maine here.

Our interests appear to be along the same lines. Good luck in your quest.

If at any point you have questions for the field I'd be glad to help. I'm a

6 year school board member with a few opinions on the topic of change

within my whole system. Educationally there is a lot happening at both the

state and local levels here in Falmouth, Maine.

I am interested in introducing system dynamics at the governance level

of our school district. I think its a methodology which is vital to the

orderly

development of such a complex organization. However, System Dynamics

is not a light topic as I'm sure you know. My experience with it so far is

that it is not a discipline that is assimilated easily by a group of elected

officials particularly when they seem determined to defend turf or push an

agenda.

Its an interesting challenge.

David

------------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Tue, 15 Jan 2002 15:23:59 -0500

To David Mastropaolo,

Joe Sullivan here. Take a look a Change issue Sept 2001. Article by David Jacobson "A new Agenda for Education Partnerships" This should help frame the problem a little more clearly for those who would find systems dynamic a bit abstract for their taste.

------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Tue, 15 Jan 2002 19:01:12 -0500

Frank Duffy,

I Joe Sullivan, Principal of Gloucester High School, in Gloucester

Massachusetts. Have been involved in change in large scale operations

including Prisons School systems, U.S.Army, and rural, suburban and city

schools for a long time. Interested in your thoughts on non-linear dynamic

systems as they relate to learning and failure., as well as the reasons.

-------------------------------

From: Jmwmons@aol.com

Date: Sat, 12 Jan 2002 11:14:58 EST

Subject: Kindergarden suggestions

To: k-12sd@sysdyn.mit.edu

It has been a while since I have posted anything. I have changed jobs and am

currently teaching Elementary Gifted students. I apologize for the length of

this posting, but the topic is, I believe, important to our work.

Juan Sanchez wrote:

Any material or any tips about System Thinking for

children (3-5 years old) is welcome.

Hello Juan,

I have been working on introducing Systems Dynamics to Elementary

students for several years. The work has been with 6 -11 year olds but

perhaps it might help you. I have found that introducing basic SD vocabulary

and concepts to young students and them having them use them on a regular

basis helps their understanding of SD and increases the chance of them

integrating a systems view into their everyday activities and way of

thinking. We introduce the concepts and vocabulary with several activities. I

will briefly describe them below. If you want a more detailed description

please e-mail me and I will be glad to attach a full copy of plans that are

written.

1) "Moving Sand" (actually we are currently use sunflower seeds)

Students pour seeds in and out of a "Stock", measure the accumulation

and graph the results. This introduces the vocabulary of stock, inflow,

increasing, outflow, decreasing, and accumulation. It also connects the

behavior/action of a BOTG to the amount/action of the stock.

2) Story BOTGs

Using a variety of books including Rainbow Fish, we do class BOTGs of a

characters behaviors, usually happiness for Kindergarten students. This

allows for discussion of WHY happiness increases or decreases. Eventually, we

have students do their own graphs but that takes a lot of practice.

3) Vocabulary practice

Teachers and students apply the new vocabulary to other situations when

possible. This is typically done in connection with behavior management

systems with question such as:

What will increase or decrease your STOCK of marbles or sticks? (items

given for good or bad behavior)

What behaviors will increase your learning stock?

4) IN/OUT game - adapted version of the game developed by Carlisle School

District, a Water Foundation project. Alan wrote a message about their work

last week on this list serve. We have students draw a S/F diagram and move

tokens in and out of it while we chart the results as a class. We then graph

the results.

As with any new concept, practice makes perfect. The more you connect and

use the vocabulary and concepts to everyday activities, the more natural the

use of SD will become to both students and teachers.

I also recommend Nancy Robert's work on introducing Causal Loops to

elementary students, Picture Kit, available from the Creative Learning

Exchange. We usually wait until second grade to introduce CLD although we

talk about "feedback" earlier than that. Example, the happier you are the

easier it is to increase your happiness or if you are angry it takes a lot to

decrease your anger. If a student is having a bad day, this makes for a great

discussion of what really caused the problem.

I hope the above helps.

Jan Mons, classroom teacher

e-mail jmwmons@aol.com (new address)

Golden Isles Elementary School

Glynn County School System

Brunswick, Georgia

---------------------------------

Date: Tue, 15 Jan 2002 12:53:59 -0500

To: k-12sd@sysdyn.mit.edu

From: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Systems Thinking at schools in Britain

My apologies if this is a duplicate! the Moderator

Date: Mon, 07 Jan 2002 08:21:29 -0800

From: "RICHARD TURNOCK" <Richard_Turnock@pgn.com>

To: <k-12sd@sysdyn.mit.edu>

Subject: Re: Systems Thinking at schools in Britain

>>> k-12sd <>k-12sd@sysdyn.mit.edu> 01/07/02 08:21AM >>

Question by Niall Palfreyman:

My question to you: Do you have any suggestions for schools in Britain

which are introducing / have introduced Systems Thinking or Learning

Organization ideas, and which have already obtained results which

indicate its usefulness? (Editor: Please reply to the entire list.)

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

You could contact Pinellas County Schools in Florida, Quality Academy and ask them if there is a school in Britain using systems. They have received international attention.

Pinellas Co. uses quality concepts based on systems thinking and the Baldrige Quality model. Don't let the name of the program influence you.  This is all about systems thinking and applying the scientific method to an organization.

Here is the contact information:

Pinellas Co. Schools

Quality Academy

301 4th St. SW

Largo FL USA 33770

phone: 727-588-6295

FAX: 727-588-6530

web site <http://www.pinellas.k12.fl.us/qa/>www.pinellas.k12.fl.us/qa/

--------------------------------

To: k-12sd@sysdyn.mit.edu

Cc: Jack.Dale@fcps.org

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Re: Systems Thinking at schools in Britain

Date: Wed, 16 Jan 2002 11:36:57 -0800 (PST)

On Wed, 16 January 2002, k-12sd wrote

Question by Niall Palfreyman:

"My question to you: Do you have any suggestions for

schools in Britain which are introducing/have

introduced Systems Thinking or Learning Organization

ideas, and which have already obtained results which

indicate its usefulness?(Editor: Please reply to the

entire list.)"

/////////////

Niall and colleagues,

You might try contacting Dr. Jack Dale, superintendent

of Frederick County Public Schools in Maryland, USA.

He is applying systems thinking and organizational

learning ideas quite effectively in his district. His

leadership, in fact, resulted in him being named

Maryland's Superintendent of the Year for 2000.

Dr. Dale's business e-mail address is

Jack.Dale@fcps.org

Best wishes to all,

Frank Duffy

--------------------------

From: "Francis Duffy" <frank.duffy@gallaudet.edu>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Wed, 16 Jan 2002 11:50:44 -0500

Hi Joe,

I know the Gloucester area well. We used to live in Methuen. I worked at Lesley College in Cambridge and had a one-year honorary faculty appointment at Harvard. We used to drive the coastal road often just to relax. Gloucester was one of our favorite places. The other was Plum Island.

Like you, I am interested in nonlinear change dynamics. I'm just starting

to learn about these. I have been working to translate them into practical

advice for redesigning school systems.

A colleague of mine, Stan Herman, who is a well-known figure in the field of

organization development, coined a phrase that I think reflects the

importance of understanding the nature of nonlinear dynamics in

organizations. He said, organizations need to be able to "seize

opportunities at the intersection of anticipatory intentions (planned

change) and unanticipated events (unexpected events)." What this phrase

tells me is that linear change models cannot be relied upon to bring an

organization to its desired future. Along the way toward the future reality

sets in along with its bag ful of surprises--surprises that create a change

path that is rather nonlinear, almost serpentine.

I'm attaching a powerpoint slide that illustrates my thinking about what I

just said. You will see that the figure has four irregular quadrants--

Q1--anticipated change for the near future,

Q2--anticipated change for the distant future

Q3--unanticipated change for the near future and

Q4--unanticipated change for the distant future

Old change models assumed that the path from the present to the future was a

linear, straight shot forward. Set a vision, assess the present situation,

design a plan to move from the present to the future.

But change is rather nonlinear, as represented in the attached figure by the

serpentine line.

If you take a ruler and draw a straight line (which represents linear models

of change) from the "near future" to the "distant future" that line will

intersect the snake-like line (which represents the true nonlinear nature of

change in organizations) from time to time. But when you look at the

straight line cutting through the snake-like line you will see that if

practitioners try to follow a linear change model they will be off the path

and lost more often than not.

This understanding helps me explain why organizations either succeed or fail

at creating systemic improvement. If they succeed, they are skilled at

seizing the opportunities at the intersection that Stan talks about. If they

fail, they do not recognize that this intersection exists and they assume

that change management is linear.

Helping organizations to see this is one of my challenges. I talk about

this idea in two of my four books. The attached figure is found in

"Creating successful school systems: Voices from the university, the field,

and the community," published by Christopher-Gordon Publishers in Norwood,

MA. http://www.christopher-gordon.com/supervision.htm

I also talk about the nonlinear nature of change in my newest book which is

scheduled to be released this March.

http://www.scarecroweducation.com/Catalog/SingleBook.shtml?command=Search&db

=^DB/CATALOG.db&eqSKUdata=0810842041

I hope I haven't gone on too long. And more than that, I hope I've been

clear.

So, what's your take on nonlinear system dynamics as they relate to

improving organizations?

Frank

--------------------

Date: Thu, 17 Jan 2002 12:22:20 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Systems Thinking at schools in Britain

Richard Turnock schrieb:

You could contact Pinellas County Schools in Florida, Quality Academy

and ask them if there is a school in Britain using systems. They have

received international attention...

Thanks for the tip, Richard. I've just sent off a mail to them and I'll

see how they respond. I had begun to despair that anyone would be able

to give me any information on the list, so I'm very grateful to you!

Best wishes,

Niall.

-------------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Thu, 17 Jan 2002 15:10:12 -0500

To Frank Duffy:

This is what I am trying to do. Understanding how the system works has been

helpful. My dissertation was based on catastrophe theory application to

learning over the course of grades. Basic premise was that disciplinary

problems are academically based and therefore are susceptible to academic

intervention. Working on a larger scale intervention here now.

I'm interested in another view, are you interested?

---------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Thu, 17 Jan 2002 15:15:35 -0500

More to Frank Duffy:

By the way frank, the transitions points in schools systems qualitatively

may equate to transition points in supply change management systems.

Sometimes I think we try to discard the mistakes at the transitions, as do

manufacturers. Inn view of the seizing of opportunities, it seems to me very

much like war fighting, there are strategies and tactics, that operate like

fractals. Learning operates in a similar manner, if my view is not out in

left field.

--------------------

Date: Thu, 17 Jan 2002 18:19:12 -0500

To: k-12sd <k-12sd@sysdyn.mit.edu>

From: Linda Booth Sweeney <linda_booth_sweeney@harvard.edu>

Subject: Re: a question

Hello all,

Does any one know of any research or writing that attempts make the link between understanding of ecosystems and  improved reasoning about social systems? 

Linda

 

----------------------

 

To: k-12sd@sysdyn.mit.edu

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Managing nonlinear change to redesign entire school systems

Date: Thu, 17 Jan 2002 13:04:56 -0800 (PST)

Greetings to all,

I'd like to share some more of my observations with the list about creating and sustaining systemic school

improvement. Specifically, I'd like to talk about the little I've learned about managing nonlinear change to

redesign school systems.

The note is a bit longˆ-not too long, I hope :o).

/////////////

Before beginning, I'd like to offer a norm for this

particular thread. If anyone likes what they read in

any of the notes that emerge around this topic and if

that person or persons decides to quote or paraphrase

what he or she reads, that person has an ethical

responsibility to attribute that paraphrase or quote to

the original author. Agreed?

I offer this norm because some of us who write notes

like this one invest a lot of time and energy into

doing the needed homework to participate in a

discussion like this. If we do the grunt work of

finding facts, organizing the information, and then

writing and posting it, we should get some credit for

that work. It‚s the morally correct thing to do.

One way to make a reference to material read in this

thread would be to make it look something like this,

Duffy, F. M. (2002). "Managing nonlinear change to

redesign entire school systems" [On-line listserv

thread at k-12sd@sysdyn.mit.edu

//////////////////

So, here I go :o).

The Puzzle

Many contemporary school systems find themselves in

amazingly complex and puzzling environments. They are

increasingly expected to turn direction quickly in

response to changes in their environments, but they

can't change direction because they are bound by the

arthritic bureaucratic designs of their systems or they

don't know how to change direction.

Combine this observation with the fact that systemic

change is sometimes serpentine, sometimes circular, and

sometimes spiral, but never purely linear and

sequential.

The True Nature of Change Management

A colleague of mine, who I mentioned in an earlier note

(Stan Herman), coined a phrase that I shared with you

before that I think really captures the true nature of

change management in contemporary

school systems. He said to me in a private note,

organizations need to learn how "...to seize

opportunities at the intersection of anticipatory

intentions (planned change) and unanticipated events

(reality; i.e., unplanned, unintended events)."

Unanticipated events (reality)by definition are

unpredictable. They occur in nonlinear, chaotic ways.

Their appearance requires extraordinarily speedy

response time (i.e., agility)if school districts are to

survive and thrive.

This nonlinear and chaotic reality seems diametrically

opposed to the traditional school improvement and

strategic planning models built on the foundation of

anticipatory intentions (planned change) that assume

change is mostly linear and sequential.

Current school district improvement methodologies for

managing change seem to rely on tools that anticipate

near and distant future events and assume that the

desirable future envisioned in a strategic planning or

organization improvement process is achieved by moving

sequentially straight ahead (which is not completely

true).

The deficiencies of these linear approaches are

compounded by the fact that they often take an

agonizingly long time to plan for and implement (e.g.,

it is not unusual to hear of school districts taking up

to a year to develop strategic plan or a vision

statement).

By definition, it is impossible to anticipate

unanticipated events. Therefore, organizations need to

develop the capacity to respond to the unanticipated.

In my opinion, none of the current approaches to school

district improvement or strategic planning seem do this

because they all appear to focus exclusively on

anticipating the future, planning for it, and then

implementing the plans by trying to move straight

forward (a la, Kurt Lewin).

This is a serious problem for the field of systemic

school improvement. There seems to be no methodologies

widely available to help school districts

simultaneously plan for the future and respond quickly

to unanticipated events (There are plenty of ideas

about the need to do this, but there doesn't seem to be

a solid method-ˆa set of tools-ˆthat is widely known

and used.)

Further, how can school districts continue using

linear, time-consuming change models when reality

requires all contemporary organizations to act speedily

while moving along a serpentine change-path that, like

a stream, often suddenly dives underground and

resurfaces in an unexpected place? If school districts

try to improve by moving along what they perceive to be

a linear change-path (which is in fact serpentine) they

will suddenly find themselves off the path and lost.

The need for a new change methodology for creating and

sustaining systemic school improvement as reflected in

the above comments is one that I am responding to

through my work.

So, here are my questions to those of you interested in

this thread....

1. Do you think my observations are correct? And, if so,

2. What are the emerging "practical,"

management-oriented, user-friendly methodsˆtools, etc.,

for helping school systems improve along nonlinear

change-paths?

All my best,

Frank

--------------------------

From: DPetrino@aol.com

Date: Fri, 18 Jan 2002 17:41:07 EST

Subject: Re: how the system works

To: k-12sd@sysdyn.mit.edu

Question: At which grade level or age does the educational aspect first

develop into a disciplinary issue? My guess around third grade. School moves

more into content at that grade level.

Dan

-------------------------

Date: Fri, 18 Jan 2002 13:58:05 -0800

From: "Philip S. Abode" <pxabode@fresno.k12.ca.us>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Reply to Introduction

Strategies and tactics, Heh! Schooling managers and workers have traditionally

not viewed viewed their enterprise as something like war! IMHO, they seem to

think that the educational process is basically deterministic, there are no

uncertainties, no risks, no ambiguities to the attainment of educational goals.

If it did not happen, it must be the consumer's fault, they seem to think. The

question is: Between systems dynamics applied to microlearning theory and

strategic thinking applied organizationally, which has the potential to produce

leap in educational value added for the consuming student? That may not even be a

fair question, for I believe that both tools are needed in any enterprise.

However, I do think that under extant educational conditions, in which

environmental and competing (dialectical) forces that are largely ignored by

schooling theory, systems dynamics can only hope to make marginal impact.

Philip Abode

k-12sd wrote:

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Reply to Introduction

Date: Thu, 17 Jan 2002 15:15:35 -0500

More to Frank Duffy:

By the way frank, the transitions points in schools systems qualitatively

may equate to transition points in supply change management systems.

Sometimes I think we try to discard the mistakes at the transitions, as do

manufacturers. Inn view of the seizing of opportunities, it seems to me very

much like war fighting, there are strategies and tactics, that operate like

fractals. Learning operates in a similar manner, if my view is not out in

left field.

--------------------------

Date: Fri, 18 Jan 2002 13:39:22 -0800

From: "Philip S. Abode" <pxabode@fresno.k12.ca.us>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: a question

To my knowledge, one of the best references is Walter Cannon's "Wisdom of the Body." Caveat, Dr Cannon was a physiologist, not an ecologist. You must know that systems thinking emanated from physiology.

Philip Abode

--------------------

From: DPetrino@aol.com

Date: Fri, 18 Jan 2002 17:37:36 EST

Subject: Re: Managing nonlinear change to redesign entire school systems

To: k-12sd@sysdyn.mit.edu

I feel school systems and state governments are more like dinosaurs. It takes

some time for a message to go from the brain to the tip of the tale. The

larger the district the bigger the dinosaur. In Florida we have 6 or more of

the nations 20 largest school districts plus a state government and taxing

process based on 1947 (ish) economy. Quick change might be 3 years at the

school level, 3-5 years at the district level and 6-10 years at the state

level. Part of the problem is educators and legislatures are guardians and

defenders of the status quo. At my own school those teachers who seem to be

most resistant to change are in the academic areas and are the most senior.

Baldrige provides, in my mind, a user friendly easy to use road map. The

problem in education is the perception of perfection, plus every public

school is a catch all of customers (students) with wide variations of

readiness and ability. Seems we all want to do things perfectly to earn the

letter grade "A." In reality there might not be any "A's" just real solid

"C's." Systems thinking and quality concepts should be required as part of an

undergraduate degree in education, it isn't in Florida.

Dan

-------------------------------

Date: Fri, 18 Jan 2002 18:25:42 -0500

Subject: Re: a question

From: Larry Weathers <larry.weathers@verizon.net>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Linda

How about checking out some of Gardener's work on his latest of the multiple intelligences . One may deal with something related to ecological intelligence.

Larry Weathers

NOTE: email address of Larry Weathers may be changed now, but no later than March 1, 2002 to: larry.weathers@verizon.net

--------------------------

From: "Scott Lipton" <slipton@austin.rr.com>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: Re: Managing nonlinear change to redesign entire school systems

Date: Fri, 18 Jan 2002 17:42:21 -0600

Frank,

As an Assistant Principal at a large urban high school, I can confirm your

observations regarding the linear problem solving employed by many school

districts. I do not believe, however, that there is a "practical" answer to

this bureaucratic conundrum. There are certainly no specific tools to

mention, other than a healthy appetite for ambiguity and as you put it,

"unanticipated events."

I also must take issue with your analogy of a serpentine system. That

serpentine structure is still linear (albeit with curves). The modern

school system is certainly a self-sustaining system, a web if you will, of a

complexity of both educational and social services. Schools today are far

too complex to be broken down into one methodology that would serve all

schools. One must consider (to paraphrase Joseph Schwab) a particular

school in a particular state, in a particular school district, in a

particular classroom with a particular teacher and particular students, and

so on. There are just far too many variables to subscribe to a single

solution.

Although I feel this is a crucial discussion to have, I do not believe it

can be dealt with in the traditional management-style technique that schools

(and business' which much modern school management is modeled after)

typically employ. Rather, we must seek out a new approach, one more

acceptable to the sustainability of a living system such as our modern

schools. I hope we can continue this dialogue.

Scott Lipton

Assistant Principal

Crockett High School, Austin, Texas

-----------------------

Date: Fri, 18 Jan 2002 14:46:31 -0800

From: "Philip S. Abode" <pxabode@fresno.k12.ca.us>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Managing nonlinear change to redesign entire school systems

Frank, you are so right! But, there is need to unpack some of the concepts and

processes you described. Forgive me if I am not towing along the norm you set.

Here are some observations.

Strategic Planning

------------------

First, this is a category reserved for school districts. It is rare to hear of

strategic planning at the school level. That said, what is wrong with strategic

planning in school districts?

My response, they are using obsolete planning concepts and tools. And I think you

pretty much laid that bare. The concepts and tools employed imposed on them the

dictatorship of linearity. Mintzberg cried out loud in the "Rise and Fall of

Strategic Planning" and the profit-seeking enterprises heeded him. Unfortunately,

as businesses abandoned these ancient "rituals" called strategic planning, school

districts took them on. One can only guess why, to convince the public they are

doing something about change. The value of "strategic" is not so much in planning

but in thinking. Schooling executives are no strategic thinkers, in the

organizational sense of the term.

Loose Coupling or Political Economy

-------------------------------------

When analysts (sociologists, economists, physiologists, philosophers) look at the

educational system in this great country, they tend to have few positive things

to say about it. Some (Weickians) came up with loose coupling theory and claimed

education is paradigmatic of the idea. For those within the system, this is

apparently so. Rather, a more appropriate theory for grasping the extensive

internal fragmentation, disconnect and atomistic tendencies within the schooling

production system must be sought in political economy. It would seem that United

States gets the kind of education it deserves, with its numerous contradictions

which appears constructed to protect the status quo while funneling tax dollars

for sustaining the life styles of a huge class of unproductive sub-elite.

Creating the Schooling Future

------------------------------

Sometime late in the past decade, Economist magazine reported a competition among

strategic thinkers that bored down to two front runners Michael Porter and Gary

Hamel. The former fielding his strategic positioning theory while the latter

propounded "competing for the future" theory. Well, Hamel won howbeit by a slight

margin. Why this I bring this up?

You said in reference to district improvement or strategic planning that "they

all appear to focus exclusively on anticipating the future, planning for it, and

then implementing the plans by trying to move straight forward..." That is part

of the problem. I guess my point is that it is not about anticipating the future

as it used to be under the planning school (see Mintzberg's Strategic Safari,

1998), it is more about creating the future you want. In the final analysis,

Porter's theory is basically the same, define the position you want to occupy and

move, having considered all potential risks and uncertainties, however, we cannot

know for certain. Our best tool is the "business" model we come up with, and it

could fail us.

It should be clear that superintendents like CEOs have a major role to play in

repositioning or creating a new schooling future. They should understand that to

make a leap in educational value, they must not only seek to alter internal

relationships, but also external ones. From a physiological perspective, change

is how you metabolize values. Alex Miller (Strategic Management, 1998) advanced

the law of conservation of values when he said in the long run, the value you

create is what you capture. And I add, relationships are the vehicles for

metabolism of values. They must be continually created, exploited, and destroyed.

Philip Abode

-------------------

Date: Sat, 19 Jan 2002 11:09:27 -0800

Subject: Intorduction, creating virtual community for alternative district

From: Ronald Wolsky <ronsky@worldnet.att.net>

To: <k-12sd@sysdyn.mit.edu>

I am a New York City alternative school teacher. I have been working with

disadvantaged minority juvenile justice, incarcerated, gang youth and

special education youth for over twelve years. I have been using System

Dynamics on and off for about 5 years.

I put together a virtual community called Wall Street for Kids. This

community will teach young people, teachers and parents how to learn to

become successful investors. A large part of this community is the use of

modeling and system dynamic thinking.

Its my hope that the district office will see how using model and system

thinking can increase student abilities and will motivate these

disadvantaged minority juvenile justice youth to learn math and history on

the level of regents exam standards. I am also hoping to show that modeling

and system thinking can be especially effective in the alternative school

environment.

I have made a presentation of the modeling system to a teacher trainer at

the districts office. I demonstrated a stock market and economic model

downloaded from the Creative Learning Exchange.

I would like to put together a proposal for the district so that our teacher

trainers can receive training on modeling and system dynamic thinking. Can

anyone please tell me if they can recommend the best resources for this kind

of training and ways to get the district office more interested.

I was invited to make a presentation for the Districts Parent Teacher

Council. I am hoping parental involvement will increase the interest by the

district office in system thinking. I will probably use the available online

tutorials for the presentation.

Ron Wolsky

Ron Wolsky's AltEd Grant Projects Community Manager

http://teachers.altschools.org/rwolsky

rwolsky@nycteachers.net

--------------------------

Date: Mon, 21 Jan 2002 12:02:42 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: a question

Linda wrote:

Does any one know of any research or writing that attempts make the

link between understanding of ecosystems and improved reasoning about

social systems?

Hello Linda,

I don't know if it's relevant to your question, but the following series

of articles has appeared recently in the online journal Beagle:

http://news.bmn.com/hmsbeagle/111/notes/adapt

http://news.bmn.com/hmsbeagle/113/notes/adapt

http://news.bmn.com/hmsbeagle/115/notes/adapt

http://news.bmn.com/hmsbeagle/118/notes/adapt

These articles treat the issue of team behaviour with an adaptive slant

(Beagle is a journal with a strong evolutionary emphasis).

Cheers,

Niall Palfreyman.

-------------------

To: k-12mas@sysdyn.mit.edu

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Transition points in systems

Date: Fri, 18 Jan 2002 17:49:48 -0800 (PST)

Joe Sullivan posted a note recently where he observed,

"By the way frank, the transitions points in schools

systems qualitatively may equate to transition points

in supply change management systems.Sometimes I think

we try to discard the mistakes at the transitions, as

do manufacturers."

Yes, I agree with your observation Joe. Let me talk

more about my views on this.

Point 1: A child's education is the cumulative effect

of what happens to him or her over 13 or more grades of

schooling (in the USA). His or her learning proceeds

from pre-kindergarten through 12th grade here in the

States. This preK-12 progression represents a

sequential work process with transition points along

the way.

Point 2: Many Amerian school districts are organized in

three levels: elementary, middle, and secondary or,

using grades, pre-Kindergarten through 5th grade

(elementary), 6th grade - 8th grade (middle) and 9th

grade through 12th grade (secondary).

There are transition points between each grade as

children graduate from one grade-level and move to the

next highest. There are also transition points between

each of the three levels; e.g., between the elementary

and middle level.

Point 3: A basic principle of traditional

sociotechnical systems design (see writings of Eric

Trist, Fred Emery, and William Pasmore) suggest that

mistakes made during the early steps of a work process

flow downstream and have an effect on work done later

in the work process, or, upstream errors flow

downstream.

Point 4: Upstream errors in the educational process

flow downstream too. Here's a real life validation of

this principle. A high school principal was in a

training session with me when I was talking about this

principle. He said, "Frank, I understand exactly what

you mean. In our district the middle school curriculum

is being 'dumbed-down' and those kids are coming to us

unprepared for our more rigorous program. And there's

nothing we can do about it." Upstream errors flow

downstream.

Another example. When I was a high school teacher I

used to sit in the teacher's lounge and listen to the

common complaint, "If only those middle school teachers

would have done a better job teaching our kids our jobs

would be a lot easier." Again, the upstream errors

flowing downstream. I used to imagine the middle school

teachers sitting in their lounges expressing the same

complaint about the elementary teachers ;o)=)

Well, I've gone on long enough. Joe, you are right.

There are transition points at the boundaries between

grades and between levels of schooling. Principles of

boundary management need to be established and used to

catch and eliminate or at least lessen early mistakes

in the pre-Kindergarten through 12th grade teaching

learning process because, like in other work settings,

upstream errors flow downstream.

My best to all of you.

Frank

P.S.: Joe, it's late right now and I see that you have

posted a second note with a question for me. I will

reply tomorrow after my morning Starbuck's coffee :o).

-----------------------------

To: k-12mas@sysdyn.mit.edu

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Re: how the system works

Date: Fri, 18 Jan 2002 19:20:39 -0800 (PST)

Joe Sullivan stated,

"To Frank Duffy. . .Understanding how the system works

has been helpful. My dissertation was based on

catastrophe theory application to learning over the

course of grades. Basic premise was that disciplinary

problems are academically based and therefore are

susceptible to academic intervention. Working on a

larger scale intervention here now. I‚m interested in

another view, are you interested?"

Hi again, Joe, and all,

Joe, your note about the "causes" of disciplinary

problems in schools reminded me of one of the important

lessons I have learned from my study of how systems

work--the lesson is about the notion of relationship

between causes and effects.

Starbuck (1996, in „Unlearning Ineffective or Obsolete

Technologies,‰ International Journal of Technology

Management, 11: 725-737) suggests that a structured way

to analyze so-called problems we experience in

organizations is to use some sort of cause and effect

model that illustrates relationships between actions

and consequences.

This analysis can be visually illustrated using

double-headed arrows that force us to see that all

cause and effect relationships carry influence in both

directions; that is, if you see that X causes Y, then

you need to look for ways that Y feeds back to

influence X.

If you were to draw this relationship on paper, you

would use a double-headed arrow with an arrowhead

pointing toward X and one toward Y.

This bi-directional thinking, by the way, is

extraordinarily important for thinking about how to

improve a school system because systems-theory tells us

there are many of these double-headed relationship

arrows in organizations.

Identifying and then examining these two-way, or

multi-way relationships can lead to some breakthrough

thinking about how to change personal and

organizational mental models (Senge talks a lot about

mental models in his work) and behavior as people see

the connections the arrows suggest.

Another related point that Starbuck makes is that the

converse of every proposition is equally valid. He

tells us that dialectic reasoning suggests

two-directional causation; that is, if X affects Y,

then Y affects X.

This bi-directional relationship (as discussed above)

then insists that both the original proposition (X

affects Y) and its converse (Y affects X) are equally

valid.

Philosopher Georg Hegel advocated this form of logical

reasoning. He called the original proposition the

thesis, its converse the antithesis, and their union,

the synthesis.

Dialectic reasoning can be applied to almost all

situations and it helps people break free of the

assumptions that underlie their personal and

organizational mental models.

Certainly, this kind of analysis presents another view

of how to understand how a school system works.

My professional focus has been on developing a

methodology to create and sustain systemic school

improvement that incorporates the principles I just

described.

The kind of thinking and cause and effect analysis

described above can be done by using specially designed

three-day events that bring educators together to do

this kind of thinking about their work and then to

create innovative ways to improve their

1) work processes,

2) internal social „architecture‰ (i.e., organizational

culture, policies, procedures, communication, working

relationships, and so on), and

3) relationships with the school system‚s external

environment.

This improvement triad, by the way, is a central

principle of sociotechnical systems design (e.g., see

the writings of Trist, Emery, or Pasmore).

Bye,

Frank

----------------------

Date: Sat, 19 Jan 2002 11:03:27 -0300

From: Pablo Guzmán Andrade <snorambu@entelchile.net>

Subject: Re: Managing nonlinear change to redesign entire school systems

To: k-12sd <k-12sd@sysdyn.mit.edu>, k-12mas@sysdyn.mit.edu

Greetings to all:

Frank, first I completely agree with your ethical norm.

Second, although I agree in principle with your comment regarding the

difficulties that arises from the fact that unanticipated events are a

reality with which we need to learn to cope, I believe that this added

complexity forces us to learn to be able to identify early warning signs

which can tell us about how the future is unfolding. I am not convinced that

unanticipated events are by definition are unpredictable. Unanticipated and

unpredictable are a bit different concepts.

Regarding methodologies for this, there is an emerging methodology called

"Scenario Planning" which was first used in the context of the oil industry

back in 1970, with quite a success. Shell Group was able to anticipate to

oil prices and therefore develop completely different strategies than it's

competitors, via early warning sings. (see "Scenarios: Uncharted Waters

Ahead" by Pierre Wack, HBR 1984, also "Planning as Learning" by Arie de

Geus, HBR 1988).

Then back in 1992 it was applied, again with quite a success at a country

level in South Africa. Since then, this methodology has slowly gain adepts

and is under continuous development (see www.gbn.org).

I do not know of any experience of applying this methodologies to school,

but for what I know about it, there appears not to be any different than

from applying it to business.

Hope this comments will help solve "The Puzzle".

Regards,

Pablo Guzmán A.

Director

Business Consulting Network S.A.

-------------------------

 

Date: Tue, 22 Jan 2002 18:19:47 -0800 (PST)

Sender: frank.duffy@gallaudet.edu

Subject: Managing nonlinear change to redesign entire school systems

To: k-12sd@sysdyn.mit.edu

Hello again everyone,

This time I am replying to a note from Dan Petrino. In

his note, Dan comments on the time needed to create

change in Florida school systems. He says,

"The larger the district the bigger the dinosaur. In

Florida we have 6 or more of the nations 20 largest

school districts plus a state government and taxing

process based on 1947 (ish) economy. Quick change might

be 3 years at the school level, 3-5 years at the

district level and 6-10 years at the state level."

Dan, your observations about the time needed to change

are right-on. William Pasmore in his book on

sociotechnical systems design, says, on average,

changing an organization takes 18 to 36 months. John

Kotter suggests that change takes 5 - 7 years to make

significant improvements in organizations. So, your

observation is certainly validated in the literature.

Then, Dan said,

"Part of the problem is educators and legislatures are

guardians and defenders of the status quo. At my own

school those teachers who seem to be most resistant to

change are in the academic areas and are the most

senior. Baldrige provides, in my mind, a user friendly

easy to use road map. The problem in education is the

perception of perfection..."

Again, Dan, I find your comments to be on the mark. I

think *part* (I emphasized the word part)of the reason

for maintaining the status quo is that educators are

often shell-shocked by all the piecemeal changes that

are launched and then abandoned.

Michael Fullan tells us that there is no way that any

of these piecemeal changes can endure, nor can they

create systemic school improvement. So, in the face of

all these piecemeal changes people, naturally, want to

stay putˆthey don't want to change things yet one more

time.

The Baldrige Criteria do provide a nifty road map for

districts to follow. One weakness that I see in the

Baldrige approach, and I may be mistaken about this, is

that they tell educators the "what" improvements should

be made, but they don't give much guidance about "how"

to make those changes. The "how" part is what I have

been working on in my teaching and writing since 1984.

Best wishes to all,

Frank

--------------------------

Date: Fri, 18 Jan 2002 16:10:06 -0500

To: k-12sd <k-12sd@sysdyn.mit.edu>

From: Bob Gorman <bgorman@kncell.org>

Subject: Re: Reply to Introduction

Bob Gorman Nashua, NH here.

I am interested in introducing system dynamics at the governance level

of our school district. I think its a methodology which is vital to the

orderly

development of such a complex organization. However, System Dynamics

is not a light topic as I'm sure you know. My experience with it so far is

that it is not a discipline that is assimilated easily by a group of elected

officials particularly when they seem determined to defend turf or push an

agenda.

Its an interesting challenge.

David

2 books I have found very effective for understanding & changing systems are:

"Seeing systems" & "Leading Systems" both by Barry Oshry.

The 1st gives you valuable insights into the way human power systems work, and the 2nd, how to effectively change them.

His website is:

http://www.powerandsystems.com/

Bob

Knowledge is NOT enough!

Knowledge + Confidence enables Action.

Vision + Action = Leadership!

Bob Gorman

http://www.kncell.org

-------------------

Date: Tue, 22 Jan 2002 19:24:50 -0800

From: Steve Barnes <steveb@pcez.com>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: how the system works

During my pre service training practicum in a Kindergarten class with

a seasoned

instructor, I noted that approximately 50% of the educator's time was spent

trying to keep the "cats" herded and individual initiative subordinated to

docility. I think a roomful of 25-35 children is a very inefficient

arrangement

for learning to take place. For the last 20 years, studies consistently

indicate that the curiosity of children in schools is dramatically

diminished by

about the fourth grade. Do others see a link here?

------------------------------------------------------------------------

From: Patzito1@aol.com

Date: Wed, 23 Jan 2002 07:56:12 EST

Subject: Personal systems

To: k-12sd@sysdyn.mit.edu

Hello to all--Some thoughts:

In order to change the educational system, I believe we have to engage

teachers in exploring and discovering their own personal systems. To that

end, we use a systems model developed by researcher Barbara McFall called

PRSM (Personal Resources Systems Management.) Rather than approaching

teachers with content for students, we give teachers the tools for improving

their own quality of living (the purpose of the PRSM model.) We have been

using McFall's model in Pennsylvania for the past 3 yrs. and have seen

significant changes in teacher's thinking and approaches to learning. Once

teachers see the impact on their own quality of living, the transition to the

classroom is a natural.

Currently in PA we have been working with family and consumer sciences

teachers who traditionally have taught personal development, but the model

has application across the curriculum. We have also been working to create

an on-line course but had our funding pulled as the state dept. of educ. only

wants to focus on data-driven assessments. We would love to be able to

complete our work and get the model out there. Any leads or ideas would be

most welcome.

Enjoying this discussion,

Pat Zito

Education Consultant

--------------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: A Reply to Introduction

Date: Wed, 23 Jan 2002 08:00:17 -0500

First, we are not managers and workers. Making cookies. We are teachers and

leaders guiding the development of individual children. Anyone with children

that thinks there is a perfect way to raise children doesn't have any.

Strategies and tactics are life skills we all use to get through the day,

months and years. Our failure to teach wounds and kills aspirations just as

surely. It is not peculiar to the military. It is simply problem solving to

reach goals that are continuously moving. Is life like a fractal? Is

learning like a fractal, recomputed based on every changing recalculation

-------------------------

From: Patzito1@aol.com

Date: Wed, 23 Jan 2002 11:22:20 EST

Subject: Personal system add

To: k-12sd@sysdyn.mit.edu (k-12sd)

Addendum from Barbara McFall re: Personal systems

I would paraphrase and extend your point to say...

1.) In order to change the educational system, I believe we have to engage

[LEARNERS] in their own personal systems.

2.) Rather than approaching [LEARNERS] with content, we give [LEARNERS] the

tools for improving their own quality of living through the learning tool

Personal Resource Systems Management - PRSM.

Personal relevance/interest/motivation is the foundation and well-spring of

learning behaviors, yet for all the discussion about learner-centered

lifelong learning, hooking to prior knowledge, and family and community

connection in current educational literature there is little provision for

such practice in the daily schedule.

Most classroom teachers are mandated to cover content in accordance with

rigorous standards. At secondary levels, a teacher may engage more than 100

students daily. How can we possibly expect these teachers to add another

layer, or two, or three and follow each child individually, know the family,

and make the appropriate community connections. It is impossible to meet all

of these expectations in the time allowed.

Barbara McFall--barbmcfall@aol.com

---------------------------------

Date: Fri, 25 Jan 2002 14:02:41 -0500

Subject: Feb. 1 deadline for Presenters at June ST/DM conference

From: Lees Stuntz <stuntzln@clexchange.org>

To: k 12sd <k-12sd@sysdyn.mit.edu>

Reminder:

Abstracts are due February 1, 2002 via e-mail for submission to present at

at the 2002 Systems Thinking and Dynamic Conference for K-12 Education

June 29 - July 1, 2002 at the New England Center in Durham, New Hampshire.

(http://clexchange.org/conference/cle_2002conference.htm)

The theme of next summer's conference will be "Meeting Challenges through

Systems Thinking and Dynamic Modeling," emphasizing the learning gained from

the last 12 years of work in K-12 systems education as well as the

challenges we have encountered and those that remain ahead. The conference

will include the following topics:

® Successive improvement - how have we done it, what are the markers of our

failures and triumphs?

® Case studies approach - where has SD made a difference both in education

and in the world?

® Many people enter systems education through various doors. How do we

create paths from those doors? What paths have worked or have not worked?

® System Dynamics as a vehicle for collaboration and questioning.

® Tools for understanding.

® The future of SD/learner-centered learning in K-12. How can we contribute

toward it?

Please consider presenting a session at next summer's conference if you have

something to say on any of the above themes or if you:

® Have an effective piece of curriculum to present.

® Have a story about your progress as a systems educator.

® Have an administrative application of systems tools and techniques.

® Have a progress report on a plan to get systems education implemented in

your classroom, school or school district (or all three).

® Have examples of learning achieved by students through systems education.

® Have students who are willing to share insights into their learning

through the use of systems.

® Have created a sequence of curriculum that seems to work for your grade

level in teaching systems concepts.

® Have insights into assessing systems learning.

® Have tools for assessment.

® Have an overview of how systems education fits into a curriculum for a

certain grade level and/or discipline.

® Have used systems techniques to create learner-centered learning.

® Have used systems techniques to create interdisciplinary cooperation and

curriculum.

® Have an effective way of introducing systems to neophytes.

® Have a good training session for more advanced participants.

Sessions will be approximately one and a half hours in length. Appropriate

long sessions (2 1/2 hours) will be considered for the workshop session,

especially for training at any level or games such as Fish Banks.

Process for submitting presentations for sessions:

® Feb. 1, 2002-Submit an abstract via e-mail that includes the context and

history of the session topic and the experience level of expected

participants. (E-mail to Lees Stuntz <stuntzln@clexchange.org>

® Mar. 1, 2002-All authors will be notified of the status of their

submission via e-mail.

® June 1, 2002 -A final outline/ presentation or paper due via e-mail for

incorporation into the conference CD.

 

Lees N. Stuntz

Creative Learning Exchange Phone- 978-287-0070

1 Keefe Road Fax- 978-287-0080

Acton, MA 01720 e-mail- stuntzln@clexchange.org

http://clexchange.org

-------------------------

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Managing nonlinear change to redesign entire school systems

Date: Wed, 23 Jan 2002 09:08:46 -0500

LARGE SCHOOL SYSTEM, LIKE DINOS CANNOT ADJUST TO SHORT CYCLE CHANGES,

BECAUSE OF ALL THE OTHER CHANGES THAT NEED TO ACCOMPANY LARGE SCALE CHANGE.

Schools and classes and departments are really 2 tier systems. Academic

technical systems and management logistics systems that hold them together

and coordinate at the boundaries of each. Loosely coupled systems is a good

term. Leadership to changes these systems is difficult to find and hold onto

--------------------------

Date: Wed, 23 Jan 2002 09:40:24 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Redesigning entire school systems

Dan Petrino schrieb:

Baldrige provides, in my mind, a user friendly easy to use road map.

I've looked in Amazon under "Baldrige" and found:

"Letitia Baldrige's Complete Guide to the New Manners for the 90's"

I assume this ISN'T the reference you intended, Dan! ;-)

What would interest me enormously is which reference you did mean, since

redesigning an entire (college) school system is exactly what I'm

currently working towards, and your reference sounds interesting.

Incidentally, any tips anyone has would be useful to me. I'm seeking to

transform Weihenstephan university into a learning community embedded in

its local community, and I'm open to any suggestions. Relevant LO books,

means of proceeding - anything.

Best wishes,

Niall Palfreyman.

---------------------

Date: Tue, 22 Jan 2002 14:18:28 -0800

From: "RICHARD TURNOCK" <Richard_Turnock@pgn.com>

To: <k-12sd@sysdyn.mit.edu>

Subject: Organizations as Systems

 

Clarification: In the Baldrige framwork,. like it's used by Pinellas

Co. school district in Florida, the student is NOT the customer.

Whoever pays to support the schools is the customer. For a private

school, it's whoever pays the tuition (parents). For public schools

in Oregon, it's the legislature who allocates the money from the

taxpayers.

Traditional schools can be described as a system with feedback loops.

The prior comparison of schools to dinosaurs works if you think of

all the feedback loops inside the body of the organization. However,

traditional schools have too few feedback loops with too long of time

constants.

The key concept of the Quality movement is the same as systems

thinking using feedback loops. Continuous process improvement adds

feedback loops with short time constants. High Performance

organizations, compared to traditional organizations, have more

feedback loops that respond faster. Schools need to develop more

feedback loops at every level and reduce the response time to the

feedback.

Richard Turnock

Educational Services

Portland General Electric

---------------------------

From: "John Gunkler" <jgunkler@sprintmail.com>

To: "'k-12sd'" <k-12sd@sysdyn.mit.edu>

Subject: Organizational SD applications

Date: Wed, 23 Jan 2002 12:19:21 -0600

Philip Abode wrote:

"I do think that under extant educational conditions, in which

environmental and competing (dialectical) forces that are largely

ignored by schooling theory, systems dynamics can only hope to make

marginal impact."

You may be right -- but there are some unstated assumptions that may be

questioned first. For example, it looks to me as if you are assuming

that "impact" can only come from some kind of widespread adoption of SD

insights. Is that right? And your doubt arises from a doubt that

"extant educational conditions" will permit such widespread adoption.

I also doubt that widespread adoption of SD will readily be achieved in

schools. And I've certainly run into the "deterministic" belief system

you describe painfully well. But my experience in helping organizations

change tells me that widespread organizational change doesn't require a

majority of the members to create it -- a small (sometimes even tiny),

inspired, motivated group can create organization-wide change. I've

spent much of my professional life making real the saying, "It doesn't

take a majority to create a revolution."

So perhaps the "strategy" for employing SD insights in schools needs to

be one of finding the tiny, inspired, motivated group who will make the

effort to understand SD implications and work toward implementing them.

Perhaps the strategy should be one of revolutionary change -- not

participative majority democratic change. Perhaps an individual

person's strategy should be one of becoming one of the few "sighted"

people in a community of the blind -- and using that sight for the

benefit of all.

Just a thought.

John W. Gunkler

jgunkler@sprintmail.com

---------------------

From: "Francis Duffy" <frank.duffy@gallaudet.edu>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>, <k-12mas@sysdyn.mit.edu>

Subject: RE: Managing nonlinear change to redesign entire school systems

Date: Fri, 25 Jan 2002 11:00:45 -0500

Hello again,

This time I am replying to anote from Scott Lipton.

So, Scott, how are things in Austin, Texas. I love that city. I have

colleagues at the University of Texas and I've visited the city often.

Scott, you said,

"I can confirm your observations regarding the linear problem solving

employed by many school districts. I do not believe, however, that there is

a 'practical' answer to this bureaucratic conundrum. There are certainly no

specific tools to mention, other than a healthy appetite for ambiguity and

as you put it, 'unanticipated events.'"

My work is focusing on developing a "practical" answer to the bureaucratic

conundrum that you see. And, I agree, it is a conundrum. In fact, I really

like that word conundrum because what we are talking about--changing the

paradigm for improving school districts--is more of a puzzle to be solved

than a problem to be solved.

There are practical principles and tools to help us address the issue you

raise. One of the principles is that districts need to redesign their

systems by using tools that engage their faculty, staff, and stakeholders in

the redesign process. Three very powerful and proven tools for doing this

are Harrison Owen's Open Space Technology (for engaging external

stakeholders) and Fred and Merrelyn Emery's Search Conference and

Participative Design Workshops (for engaging faculty and staff). Combined,

these tools have more than 40 years of successful use to their credit.

Another principle that addresses the issue you raise is that the arthritic

organization design of school districts (i.e., bureaucracy) needs to be

redesigned to create a network of teams and communities of practice. Then,

these teams and communities are given the authority and resources to make

decisions about what they do and how they do it. Of course, the decisions

are guided by ground rules to make sure that the decisions are aligned with

a district's grand vision and strategic direction.

A third principle is that the central office of a school district needs to

be redesigned as a central service center where the staff in that center see

themselves as being in the service of the most important people in a

district--the teachers and their students.

There are school districts throughout the U.S. that are using some of these

tools and principles. For example, the Frederick County Public Schools in

Maryland has redesigned its central office as a service center and the

Marysville School District in the state of Washington uses Search

Conferencing.

Scott, you then said,

"I also must take issue with your analogy of a serpentine system. That

serpentine structure is still linear (albeit with curves)."

The system is not serpentine. The change process needed to improve school

systems is.

Next, you observed that

"The modern school system is certainly a self-sustaining system, a web if

you will, of a

complexity of both educational and social services. Schools today are far

too complex to be broken down into one methodology that would serve all

schools."

You are absolutely right about this. Your comments reinforce a point I make

often. There are many different ways to achieve organizational goals and

objectives and this kind of variability should be encouraged. In the

methodology I created to redesign school systems this variability is

encouraged and supported through teams and communities of practice.

The need for variability notwithstanding, whatever a teacher, a principal, a

school, does MUST be aligned with the grand vision and strategic direction

of the district. District's cannot afford to have people each trying to do

his, her or their OWN THING.

The above comments remind me of the classic organization development

principle of equifinality. That principle says that given a goal, there are

many different ways to achieve that goal. However, it is tempting for people

to think that this definition means "anything goes and everything I do is

acceptable." This is not true. Sometimes people engage in activities that

do not and will not help achieve broader goals. Sometimes people in

organizations think that they have the right to do their own thing without

regard for broader goals. So, my point is that there has to be guidelines

and ground rules for what is acceptable and what is unacceptable behavior.

Finally, you said,

"Although I feel this is a crucial discussion to have, I do not believe it

can be dealt with in the traditional management-style technique that schools

(and business' which much modern school management is modeled

after)typically employ. Rather, we must seek out a new approach, one more

acceptable to the sustainability of a living system such as our modern

schools. I hope we can continue this dialogue."

I agree. And this quest is what guides my work and which lies at the

foundation of the methodology I have created to redesign school systems.

All my best,

Frank

----------------------------

From: EVScott7@aol.com

Date: Sat, 19 Jan 2002 02:35:35 EST

Subject: Re: Managing nonlinear change to redesign entire school systems

To: k-12sd@sysdyn.mit.edu

Frank:

Loved every thought. What came to me when I read through your earlier note to the list serve was a Joke/story about a man who was so completely devout in his faith and works that when signs of a major flood in his community became evident and passing motorists offered him a ride out of town, he declined. "My faith is so strong and my association with the Heavenly Father so clear, that I do not have to worry. God will save me." The flood waters continued to rise and soon the man found himself on the roof of his house. Neighbors came by in a small boat and begged him to get in. Again he refused. "God will save me," he assured them. Finally, in one last sweep, a military copter flew by, dropped a rope ladder and said it was his last chance to be saved. Again, the man refused. Finally, the waters overwhelmed him and the man found himself in heaven standing next to God. "Why," he asked, " didn't you save me? I was so devout and I believed in you and did everything I was supposed to." And God replied, "But I did try to save you, I sent you a car with friends, a boat and a helicopter."

This is an old story/joke, but I think it represents well the idea that people can get locked into a path and miss the opportunities along the way.

Elane V. Scott

Workforce Development and Education

The Boeing Company

Voice Mail: (562) 944-9158

Mobile: (562) 754-5413

Email: evscott7@aol.com

11044 Theis Avenue

Whittier, CA 90604

---------------------------

From: "Grace M. Lieberman" <grace@seer.org>

To: <k-12sd@sysdyn.mit.edu>

Subject: RE: A Question

Date: Tue, 22 Jan 2002 14:32:57 -0800

Response to Linda Booth Sweeny re: linking the study of ecosystems with improved social understanding. 

Check out our website <http://www.seer.org/>www.seer.org Our organization, State Education and Environment Roundtable (SEER), working with 12 state departments of education has conducted research looking at "Using the Environment as an Integrating Context for learning"(EIC). We address/include/are based on a systems thinking approach both at the model/professional development level and the students' content and process skills levels. Using our model, EIC, we work with teams of k-12 educators to use the environment (natural and social) as contexts for learning. Our work does indicate improved student understanding of social systems. In addition to working with ecosystem and community systems, the EIC reform also includes: integrated-interdisciplinary instruction, independent and cooperative learning, community-based investigation, authentic assessment, learner-centered, constructivist methods and collaborative instruction. Recently we have added 4 new states to our Roundtable, one is Massachusetts. 

I would like to dialogue with you and anyone else interested in using the environment (social and natural) as a way of improving student success.

Grace

Grace M. Lieberman

Curriculum Integration Specialist

State Education and Environment Roundtable

16486 Bernardo Center Drive, Suite 328

San Diego, California 92128

Sponsored by The Pew Charitable Trusts

Administered by the Council of Chief State School Officers

Telephone: (858) 676-0272

Facsimile: (858) 676-1088

E-mail:      <mailto:grace@seer.org>grace@seer.org

Visit our Internet site at <http://www.seer.org/>http://www.seer.org

You can see the Executive Summary of our new Report,

"Closing the Achievement Gap: Using the Environment

as a Integrating Context for Learning" at our Internet site <http://www.seer.org/>http://www.seer.org

-----------------------

Date: Tue, 22 Jan 2002 16:13:19 -0700

Subject: Randy Morse intro

From: Randy Morse <rmorse@manovermachine.com>

To: <k-12sd@sysdyn.mit.edu>

Greetings all,

I'm from Oregon, have degrees in art (BFA) and political science (PhD work

at Norway's International Peace Research Institute, Oslo, and Canada's

University of Alberta, have written 6 books, founded and oversaw the growth

of one of Canada's largest textbook publishing companies, sold it in '94 and

launched a web-based educational publishing company, sold that company in

late 2000 and have since been writing (4 books in process), painting, and

consulting, specifically with not-for-profit groups wanting to building out

their web-centric pedagogical presence.

I'm particularly interested in issues of educational equality, particularly

as applied to new and emerging technologies.

Randy Morse

--------------------------

Date: Tue, 22 Jan 2002 15:48:17 -0800 (PST)

From: Babak Alavi <sbalavi@yahoo.com>

Subject: Greeting

To: k-12sd@sysdyn.mit.edu

Dear Friends,

I am a PhD student in Australia in education studies.

The reason of joining to your group was my interest to

the learning organization theory. I am starting my

thesis on mental model modification. You can visit my

homepage at:

www.members.tripod.com/babak_alavi/about2.htm

Regards,

Babak

-------------------------

Date: Fri, 25 Jan 2002 14:54:05 -0500

Subject: What curricula do we need?

From: Lees Stuntz <stuntzln@clexchange.org>

To: k 12sd <k-12sd@sysdyn.mit.edu>

I have a question which I have been pondering and decided to ask all of you.

This past summer a number of us got together to look at the future of system

dynamics and learner centered learning in K-12 education. One of the issues

addressed was the dearth of good curricula available. We are in the process

of going through all of the materials currently residing on the CLE web

site. There are some great pieces of curricula out there as well as ones

which are dated by their technology, or just from the fact we have all

learned so much in the past 10 years.

What pieces of curricula would you

1. Love to have for your classroom?

2. Think are the highest leverage curricula which we need for our current

state of knowledge and expertise?

Thank you!

Lees

Lees N. Stuntz

Creative Learning Exchange Phone- 978-287-0070

1 Keefe Road Fax- 978-287-0080

Acton, MA 01720 e-mail- stuntzln@clexchange.org

http://clexchange.org

-----------------------

Date: Tue, 29 Jan 2002 08:22:08 -0500

Subject: Re: how the system works

From: George Richardson <gpr@albany.edu>

To: k-12sd <k-12sd@sysdyn.mit.edu>

On Friday, January 25, 2002, at 02:28 PM, k-12sd wrote:

Citing Starbuck (1996, in "Unlearning Ineffective or Obsolete

Technologies," International Journal of Technology

Management, 11: 725-737), Frank suggests causes and effect analyses ...

visually illustrated using

double-headed arrows that force us to see that all

cause and effect relationships carry influence in both

directions; that is, if you see that X causes Y, then

you need to look for ways that Y feeds back to

influence X.

If you were to draw this relationship on paper, you

would use a double-headed arrow with an arrowhead

pointing toward X and one toward Y.

I am deeply puzzled. Doubled-headed arrows would obscure the very thing we in this listserve are looking for -- feedback *loops* that underly dynamic behavior. Double-headed arrows would prevent us from seeing the self-reinforcing and self-correcting tendencies we see in positive and negative feedback loops. They would show interconnectedness, but not the dynamic reinforcing and balancing forces we need to understand to understand dynamics.

Wouldn't it be more illuminating in all circumstances for people with the interests and training in this listserve to eschew double-headed arrows in favor of explicit feedback loops, to represent structural thoughts leading to dynamic insights?

Another related point that Starbuck makes is that the

converse of every proposition is equally valid.

And in that point we know Starbuck is manifestly wrong. "All squares are rectangles" is fine, but "All rectangles are squares" is not. We know this pattern of thinking to be "converse reasoning," and we do our best to drum it out of every grade school math student.

It is true, however, that Polya (How to Solve Problems, Mathematical Discovery [among the greatest books for teachers!]) identified such converse reasoning as a "pattern of plausible inference," and urged it as a tool for discovery. It's a patently false pattern of logic, but once in a while it can lead to interesting things, and maybe that's what Starbuck (and Frank) meant. But they could not have meant "the converse of every proposition is equally valid." I wouldn't want any school kid (or teacher or citizen) thinking like that.

And I wouldn't want any school kid or teacher or citizen to use double-headed arrows if it would mean they'd miss the splendid explanatory power and insight of loop thinking.

But is there a pedagogical insight here -- that experienced loop-thinking teachers have found that we can introduce people to two-way cause-effect thinking with double-headed arrows, and *then* move them to explicit loop thinking? Are double-headed arrows a useful intermediate step? We certainly wouldn't want to leave people short of loop thinking, but do double-headed arrows help us get there somehow?

...George

*George P. Richardson

*Rockefeller College of Public Affairs and Policy

*University at Albany - SUNY, Albany, NY 12222

*gpr@albany.edu *518-442-3859 *http://www.albany.edu/~gpr

----------------------

Date: Tue, 29 Jan 2002 09:04:10 -0500

Subject: Re: Managing nonlinear change....

From: George Richardson <gpr@albany.edu>

To: k-12sd <k-12sd@sysdyn.mit.edu>

There have been a lot of recent messages to this listserve talking about "linear" and "nonlinear" notions applied to management, school change, cause and effect, and so on. I'm worried that we don't all mean the same things by these terms, and that some good ideas are getting jumbled with jargon.

To a systems thinker, the notion of nonlinearity is hugely important, but has a narrow mathematical definition: a linear model is one in which every rate (flow) is a linear combination of the stocks in the model (rate = a*stock1 + b* stock2 + ...); a nonlinear model is anything else.

The wonderful, intuitive interpretation of that, which every 8th grader can grasp, is that nonlinear systems can *shift dominant structure* as they evolve over time -- what is important early on can become insignificant later, and dormant structure can become prominent, all without external intervention (all endogenously). That's the reason we need nonlinear models -- social and natural systems have this "shifting loop dominance" property, so if our models are going to come close to reality they'll have to have it to.

Our everyday language messes up this crucial notion. E.g., linear models can produce nonlinear (curvy) behavior, as when the model "rate of change in x = a*x" produces curving exponential growth. [The simple two-stock model of an oscillating slinky is also a linear model.] Even linear models become represented in loops (the same exponential model again illustrates the idea, as does the slinky), so "linear" is not in opposition to "loop." And sometimes we confusingly use the word "linear" to mean "sequential," as in a "linear sequence of causes and effects" where A influences B *and then* B influences C *and then* ... .

It can get worse. I attended a conference on chaos theory a number of years ago and counted no fewer than nine meanings of the words linear and nonlinear, including, "linear is old and outdated [e.g., Newton], while nonlinear is new and current [e.g., Prigogine]" and "western thought is linear while eastern thought is nonlinear." I found all such uses obscured more than they explained.

I bring all this up because I think we've been using the terms linear and nonlinear in recent postings in widely different ways, and it's important to me that all systems thinkers and system dynamicists know the grounding definitions. [Shifting loop dominance is *such* an important idea!] Further, I'm guessing that we could improve communication in the listserve if we use other words when the narrow definitions don't apply, or take the time to be explicit about the particular sense of "nonlinear" we want to convey.

...George

*George P. Richardson

*Rockefeller College of Public Affairs and Policy

*University at Albany - SUNY, Albany, NY 12222

*gpr@albany.edu *518-442-3859 *http://www.albany.edu/~gpr

----------------------------

Date: Sun, 27 Jan 2002 21:41:10 -0500

To: <k-12sd@sysdyn.mit.edu>

From: "Jay W. Forrester" <jforestr@MIT.EDU>

Subject: Is discussion in this list wandering afield?

It seems to me that some of the discussion in this list is drifting

away from the intended purposes. If peripheral material becomes

dominate, I am concerned that the intended material may be

discouraged.

This is a list for discussion of system dynamics as a foundation for

much of what happens in K-12 education. System dynamics deals with

how things change through time. The approach is through computer

simulation modeling. Simulation models force one to be explicit

about assumptions, and the computer simulation reveals the behavior,

often unexpected, that arise from those assumptions. The results of

computer simulation force one to re-examine the assumptions as one

gradually moves toward a better representation of reality. We should

expect to see applications to most of the subject areas in education,

and also to the social, political, and organizational aspects of

education.

In the early stages of K-12 students moving into full fledged system

dynamics, there is interesting work going on in introducing the

concepts of stock-and-flow structure, accumulation (integration),

structural mapping, and understanding graphs.

System dynamics is a much more rigorous means of communication than

the customary generalized and vague discussion. Indeed, system

dynamics models usually start from description, but the description

should try to focus on the structure and policies that are causing a

problem and how modeling can be used to shed light on the situation

at hand.

It is possible that some of the discussion we have been seeing comes

without benefit of knowing the nature of the field of system

dynamics. The material below may be useful in helping those who want

to immerse themselves in the viewpoint and philosophy of the field. I

especially call attention to the nine chapters of "Road Maps" that

are available at sysdyn.mit.edu. Road Maps should serve as an

introduction to the field of system dynamics. A person should do all

the computer exercises in the nine chapters, which may take some 150

hours. Those who have done so usually express enthusiasm for having

obtained an introduction to the field and come away with confidence

that they are ready to go further.

I hope we can encourage more input to the list from teachers who are

moving into using system dynamics, giving us glimpses of their

successes and of the difficulties they are encountering. Also, it

would be helpful to have people discuss what they feel they need in

terms of training and materials.

===============================================

===============================================

Information on System Dynamics

Jay W. Forrester

Information revised

October 6, 2001

System Dynamics Bibliography:

To order the system dynamics bibliography of over 4100 entries,

specify IBM type PC, or Macintosh

Send $35 in US$ drawn on a US bank to:

System Dynamics Society

Roberta Spencer, Executive Director

Milne 300--Rockefeller College

State University at Albany

Albany, NY 12222 USA

tel: 1-518-442-3865†

fax: 518-442-3398

email: System.Dynamics@albany.edu

Three formats are available:

1. For Endnote, a very effective bibliography software available for

either Macintosh or PC from:

Niles & Associates, Inc

800 Jones St.

Berkeley, CA 94710 USA

Tel: 510-559-8592

Fax: 510-559-8683

Internet: nilesinc@well.sf.ca.us

I use Endnote and recommend it and use it to search for the references.

2. An exported version with field delimiters that presumably can be

loaded into some other kind of database.

3. A listing that one can look at in a word processor and do some

simple finding operations.

The bibliography can also be downloaded from:

http://www.vensim.com/sdmail/sdbib.html

-----------------------------------------------

The publications list of the System Dynamics Group at MIT is

available on the web as an Adobe Acrobat document from:

FTP://Sysdyn.MIT.edu/Ftp/sdep/papers/D-3059-43.pdf

---------------------------------------

Membership in the System Dynamics Society and subscription to the

System Dynamics Review are US$90 per year for regular members

and US$45 for students.

Send application to:

Sarah Stevens

Journals Administration Department

John Wiley & Sons Ltd

1 Oldlands Way

Bognor Regis

West Sussex PO22 9SA

United Kingdom

or

Subscription Department C

John Wiley & Sons Inc.

605 Third Avenue, New York,

NY 10158-0012, USA

or

contact the Society office

 

To contact the office of the System Dynamics Society and to order

copies of the "Beer Game" group simulation exercise: tel:

1-518-442-3865

fax: 518-442-3398

email: System.Dynamics@albany.edu

 

-------------------------------------

There is a system dynamics discussion group on the Internet. To join,

send email to: majordomo@world.std.com In the body of the message,

enter the following two lines:

Subscribe system-dynamics

End

------------------------------------

The next annual international conference of the System Dynamics

Society will be in Palermo, Sicily, Italy, July 28 to August 1, 2002.

Write to the System Dyanmics Society,

System Dynamics Society

Roberta Spencer, Executive Director

Milne 300--Rockefeller College

State University at Albany

Albany, NY 12222 USA

tel: 1-518-442-3865†

fax: 518-442-3398

email: System.Dynamics@albany.edu

----------------------------------------

The publisher for books in the following block has changed from

Productivity Press to Pegasus Communications.

Pegasus Communications, Inc.

One Moody Street

Waltham, MA 02453-5339

Within the U.S

tel:1-800-272-0945

fax: 1-800-701-7083

Outside the U.S.

tel: 781-398-9700

fax: 781-894-7175

Web page: www.pegasuscom.com

Alfeld, Louis Edward, and Alan K. Graham. 1976. Introduction to Urban

Dynamics. Waltham, MA: Pegasus Communications. 333 pp.

Forrester, Jay W. 1961. Industrial Dynamics. Waltham, MA: Pegasus

Communications. 464 pp.

Forrester, Jay W. 1968. Principles of Systems. (2nd ed.). Waltham,

MA: Pegasus Communications. 391 pp.

Forrester, Jay W. 1969. Urban Dynamics. Waltham, MA: Pegasus

Communications. 285 pp.

Forrester, Jay W. 1971. World Dynamics. (1973 second ed.). Waltham,

MA: Pegasus Communications. 144 pp. Second edition has an added

chapter on physical vs. social limits.

Forrester, Jay W. 1975. Collected Papers of Jay W. Forrester.

Waltham, MA: Pegasus Communications. 284 pp .

Forrester, Nathan B. 1973. The Life Cycle of Economic Development.

Waltham, MA: Pegasus Communications. 194 pp.

Goodman, Michael R. 1974. Study Notes in System Dynamics. Waltham,

MA: Pegasus Communications. 388 pp.

Lyneis, James M. 1980. Corporate Planning and Policy Design: A System

Dynamics Approach. Waltham, MA: Pegasus Communications. 520 pp.

Mass, Nathaniel J., ed., 1974. Readings in Urban Dynamics: Volume I,

Waltham, MA: Pegasus Communications, 303 pp.

Mass, Nathaniel J. 1975. Economic Cycles: An Analysis of Underlying

Causes. Waltham, MA: Pegasus Communications. 185 pp.

Meadows, Dennis L. 1970. Dynamics of Commodity Production Cycles.

Waltham, MA: Pegasus Communications. 104 pp.

Meadows, Dennis L., et al. 1974. Dynamics of Growth in a Finite

World. Waltham, MA: Pegasus Communications. 637 pp.

Meadows, Dennis L., and Donella H. Meadows, ed., 1973. Toward Global

Equilibrium: Collected Papers, Waltham, MA: Pegasus Communications,

358 pp.

Morecroft, John D. W., and John D. Sterman, ed., (1994). Modeling for

Learning Organizationa, Waltham, MA: Pegasus Communications, 400 pp.

Randers, Jorgen, ed., 1980. Elements of the System Dynamics Method,

Waltham, MA: Pegasus Communications, 488 pp.

Richardson, George P., and Alexander L. Pugh III. 1981. Introduction

to System Dynamics Modeling with DYNAMO. Waltham, MA: Pegasus

Communications. 413 pp.

Roberts, Edward B. 1978. Managerial Applications of System Dynamics.

Waltham, MA: Pegasus Communications. 562 pp.

Roberts, Nancy, David Andersen, Ralph Deal, Michael Garet, William

Shaffer. 1983. Introduction to Computer Simulation: A System Dynamics

Modeling Approach. Waltham, MA: Pegasus Communications, 562 pages .

Schroeder, Walter W., III, Robert E. Sweeney, and Louis Edward

Alfeld, ed., 1975. Readings in Urban Dynamics: Volume 2, Waltham, MA:

Pegasus Communications, 305 pp.

---------------------------------------------------

Books from other publishers include:

Coyle, R. G., 1996. System Dynamics Modelling--A Practical Approach,

London: Chapman & Hall. 413 pp.

Mandinach, Ellen B., and Hugh F. Cline, 1994. Classroom Dynamics:

Implementing a Technology-Based Learning Environment, Hillsdale, NJ:

Lawrence Erlbaum Associates. 211 pp.

Richardson, George P., 1991. Feedback Thought in Social Science and

Systems Theory, Waltham, MA, Pegasus Communications. 374 pp.

Richardson, George P., 1996. Modelling for Management: Simulation in

Support of Systems Thinking, Brookfield, Vt.: Dartmouth Publishing.

493 & 447 pp.

Sterman, John D. (2000). Business Dynamics: Systems Thinking and

Modeling for a Complex World. New York: Irwin: McGraw-Hill. 982 pp.

----------------------------------

A self-study guide to system dynamics, called "Road Maps," is

available for downloading from:

http://sysdyn.mit.edu

or in paper copy from:

Creative Learning Exchange

Ms. Lees Stuntz, Director

1 Keefe Road

Acton, MA 01720, USA

tel: 1-508-287-0070

fax: 1-508-287-0080

email: stuntzln@tiac.net

------------------------------------------------

For those wanting information on introducing system dynamics in

kindergarten through 12th grade education:

1. The Creative Learning Exchange is a nonprofit foundation that acts

as a clearinghouse to provide information on system dynamics in

precollege education and to help teachers share their experiences.

They can be reached at:

Creative Learning Exchange

Ms. Lees Stuntz, Director

1 Keefe Road

Acton, MA 01720, USA

tel: 1-978-287-0070

fax: 1-978-287-0080

email: stuntzln@tiac.net

web: http://www.clexchange.org

2. The System Dynamics in Education Project at MIT has a web page

with links to pages at other K-12 activities: http://sysdyn.mit.edu/

3. Many papers on curriculum can be found at

sysdyn.mit.edu

4. An internet discussion group on K-12 issues related to system

dynamics can be joined:

k-12sd@sysdyn.mit.edu

To subscribe,

Please provide the following information:

First Name:

Last Name:

E-mail:

Title:

Organization:

Address:

City:

State or Province:

ZIP or Postal Code:

Country:

Day Phone Number:

Evening Phone Number:

Fax Number:

5. The summer 93 issue of the System Dynamics Review, vol 9 no. 2,

was a special issue on "Systems thinking in education" It contains

many interesting pieces including reports from the field by teachers.

----------------------------------------------

There are now three good software packages for system dynamics. You

can request information:

--------------------------------------------

STELLA for Macintosh or PC:

High Performance Systems

45 Lyme Road, Suite #300

Hanover, NH 03755, USA

Phone: 1-603-643-9636 customer support

tel: 1-800-332-1202 product inquiries

fax: 1-603-643-9502

email: support@hps-inc.com

http://www.hps-inc.com/

--------------------------------------

Powersim for PC:

Powersim Corporation

1175 Herndon Parkway Suite 600

Herndon, VA 20170

Phone: (703) 481-1270

Fax: (703) 481-1271

Email: powersim@powersim.com

http://www.powersim.com

Norway Address:

Powersim AS

PO Box 206

N-5100 Isdalstø

Phone: +47 56 34 24 00

Fax: +47 56 34 24 01

Email: powersim@powersim.no

http://www.powersim.no

-------------------------------------------

Vensim for PC or Macintosh:

Ventana Systems, Inc.

149 Waverley Street

Belmont, MA 02178, USA

tel: 1-617-489-5249

fax: 1-617-489-53316

email: vensim@world.std.com

http://www.vensim.com/

A "Personal Learning Edition" of Vensim and its manual can be

downloaded free from: http://www.vensim.com/

--

---------------------------------------------------------

Jay W. Forrester

Professor of Management

Sloan School

Massachusetts Institute of Technology

Room E60-389

Cambridge, MA 02139

tel: 617-253-1571

fax: 617-258-9405

Home office:

tel: 978-369-9372

fax: 978-369-9077

-------------------------

Date: Fri, 25 Jan 2002 14:29:07 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: how the system works

Date: Tue, 22 Jan 2002 19:24:50 -0800

From: Steve Barnes <steveb@pcez.com>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: how the system works

During my pre service training practicum in a Kindergarten class with

a seasoned

instructor, I noted that approximately 50% of the educator's time was spent

trying to keep the "cats" herded and individual initiative subordinated to

docility. I think a roomful of 25-35 children is a very inefficient

arrangement

for learning to take place. For the last 20 years, studies consistently

indicate that the curiosity of children in schools is dramatically

diminished by

about the fourth grade. Do others see a link here?

------------------------------------------------------------------------

k-12sd wrote:

> From: DPetrino@aol.com

> Date: Fri, 18 Jan 2002 17:41:07 EST

> Subject: Re: how the system works

> To: k-12sd@sysdyn.mit.edu

>

> Question: At which grade level or age does the educational aspect first

> develop into a disciplinary issue? My guess around third grade. School moves

> more into content at that grade level.

>

> Dan

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------------------------------

Date: Fri, 25 Jan 2002 14:29:22 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Personal systems

From: Patzito1@aol.com

Date: Wed, 23 Jan 2002 07:56:12 EST

Subject: Personal systems

To: k-12sd@sysdyn.mit.edu

Hello to all--Some thoughts:

In order to change the educational system, I believe we have to engage

teachers in exploring and discovering their own personal systems. To that

end, we use a systems model developed by researcher Barbara McFall called

PRSM (Personal Resources Systems Management.) Rather than approaching

teachers with content for students, we give teachers the tools for improving

their own quality of living (the purpose of the PRSM model.) We have been

using McFall's model in Pennsylvania for the past 3 yrs. and have seen

significant changes in teacher's thinking and approaches to learning. Once

teachers see the impact on their own quality of living, the transition to the

classroom is a natural.

Currently in PA we have been working with family and consumer sciences

teachers who traditionally have taught personal development, but the model

has application across the curriculum. We have also been working to create

an on-line course but had our funding pulled as the state dept. of educ. only

wants to focus on data-driven assessments. We would love to be able to

complete our work and get the model out there. Any leads or ideas would be

most welcome.

Enjoying this discussion,

Pat Zito

Education Consultant

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------------------------------

Date: Fri, 25 Jan 2002 14:36:39 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Redesigning entire school systems

Date: Wed, 23 Jan 2002 09:40:24 +0100

From: Niall Palfreyman <niall.palfreyman@fh-weihenstephan.de>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Redesigning entire school systems

Dan Petrino schrieb:

> Baldrige provides, in my mind, a user friendly easy to use road map.

I've looked in Amazon under "Baldrige" and found:

"Letitia Baldrige's Complete Guide to the New Manners for the 90's"

I assume this ISN'T the reference you intended, Dan! ;-)

What would interest me enormously is which reference you did mean, since

redesigning an entire (college) school system is exactly what I'm

currently working towards, and your reference sounds interesting.

Incidentally, any tips anyone has would be useful to me. I'm seeking to

transform Weihenstephan university into a learning community embedded in

its local community, and I'm open to any suggestions. Relevant LO books,

means of proceeding - anything.

Best wishes,

Niall Palfreyman.

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------------------------------

Date: Fri, 25 Jan 2002 14:29:39 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: A Reply to Introduction

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: A Reply to Introduction

Date: Wed, 23 Jan 2002 08:00:17 -0500

First, we are not managers and workers. Making cookies. We are teachers and

leaders guiding the development of individual children. Anyone with children

that thinks there is a perfect way to raise children doesn't have any.

Strategies and tactics are life skills we all use to get through the day,

months and years. Our failure to teach wounds and kills aspirations just as

surely. It is not peculiar to the military. It is simply problem solving to

reach goals that are continuously moving. Is life like a fractal? Is

learning like a fractal, recomputed based on every changing recalculation

-----Original Message-----

Date: Fri, 18 Jan 2002 13:58:05 -0800

From: "Philip S. Abode" <pxabode@fresno.k12.ca.us>

To: k-12sd <k-12sd@sysdyn.mit.edu>

Subject: Re: Reply to Introduction

Strategies and tactics, Heh! Schooling managers and workers have

traditionally not viewed viewed their enterprise as something like war!

<snip>

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------------------------------

Date: Fri, 25 Jan 2002 14:36:29 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Managing nonlinear change to redesign entire school systems

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: Managing nonlinear change to redesign entire school systems

Date: Wed, 23 Jan 2002 09:08:46 -0500

LARGE SCHOOL SYSTEM, LIKE DINOS CANNOT ADJUST TO SHORT CYCLE CHANGES,

BECAUSE OF ALL THE OTHER CHANGES THAT NEED TO ACCOMPANY LARGE SCALE CHANGE.

Schools and classes and departments are really 2 tier systems. Academic

technical systems and management logistics systems that hold them together

and coordinate at the boundaries of each. Loosely coupled systems is a good

term. Leadership to changes these systems is difficult to find and hold onto

--

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------------------------------

Date: Fri, 25 Jan 2002 14:30:18 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Personal system add

From: Patzito1@aol.com

Date: Wed, 23 Jan 2002 11:22:20 EST

Subject: Personal system add

To: k-12sd@sysdyn.mit.edu (k-12sd)

Addendum from Barbara McFall re: Personal systems

I would paraphrase and extend your point to say...

1.) In order to change the educational system, I believe we have to engage

[LEARNERS] in their own personal systems.

2.) Rather than approaching [LEARNERS] with content, we give [LEARNERS] the

tools for improving their own quality of living through the learning tool

Personal Resource Systems Management - PRSM.

Personal relevance/interest/motivation is the foundation and well-spring of

learning behaviors, yet for all the discussion about learner-centered

lifelong learning, hooking to prior knowledge, and family and community

connection in current educational literature there is little provision for

such practice in the daily schedule.

Most classroom teachers are mandated to cover content in accordance with

rigorous standards. At secondary levels, a teacher may engage more than 100

students daily. How can we possibly expect these teachers to add another

layer, or two, or three and follow each child individually, know the family,

and make the appropriate community connections. It is impossible to meet all

of these expectations in the time allowed.

Barbara McFall--barbmcfall@aol.com

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------------------------------

Date: Fri, 25 Jan 2002 14:30:27 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Feb. 1 deadline for Presenters at June ST/DM conference

Date: Fri, 25 Jan 2002 14:02:41 -0500

Subject: Feb. 1 deadline for Presenters at June ST/DM conference

=46rom: Lees Stuntz <stuntzln@clexchange.org>

To: k 12sd <k-12sd@sysdyn.mit.edu>

Reminder:

Abstracts are due February 1, 2002 via e-mail for submission to present at

at the 2002 Systems Thinking and Dynamic Conference for K-12 Education

June 29 - July 1, 2002 at the New England Center in Durham, New Hampshire.

(http://clexchange.org/conference/cle_2002conference.htm)

The theme of next summer's conference will be "Meeting Challenges through

Systems Thinking and Dynamic Modeling," emphasizing the learning gained from

the last 12 years of work in K-12 systems education as well as the

challenges we have encountered and those that remain ahead. The conference

will include the following topics:

=AE Successive improvement - how have we done it, what are the markers of ou=

r

failures and triumphs?

=AE Case studies approach - where has SD made a difference both in education

and in the world?

=AE Many people enter systems education through various doors. How do we

create paths from those doors? What paths have worked or have not worked?

=AE System Dynamics as a vehicle for collaboration and questioning.

=AE Tools for understanding.

=AE The future of SD/learner-centered learning in K-12. How can we contribut=

e

toward it?

Please consider presenting a session at next summer's conference if you have

something to say on any of the above themes or if you:

=AE Have an effective piece of curriculum to present.

=AE Have a story about your progress as a systems educator.

=AE Have an administrative application of systems tools and techniques.

=AE Have a progress report on a plan to get systems education implemented in

your classroom, school or school district (or all three).

=AE Have examples of learning achieved by students through systems education=

=2E

=AE Have students who are willing to share insights into their learning

through the use of systems.

=AE Have created a sequence of curriculum that seems to work for your grade

level in teaching systems concepts.

=AE Have insights into assessing systems learning.

=AE Have tools for assessment.

=AE Have an overview of how systems education fits into a curriculum for a

certain grade level and/or discipline.

=AE Have used systems techniques to create learner-centered learning.

=AE Have used systems techniques to create interdisciplinary cooperation and

curriculum.

=AE Have an effective way of introducing systems to neophytes.

=AE Have a good training session for more advanced participants.

Sessions will be approximately one and a half hours in length. Appropriate

long sessions (2 1/2 hours) will be considered for the workshop session,

especially for training at any level or games such as Fish Banks.

Process for submitting presentations for sessions:

=AE Feb. 1, 2002-Submit an abstract via e-mail that includes the context and

history of the session topic and the experience level of expected

participants. (E-mail to Lees Stuntz <stuntzln@clexchange.org>

=AE Mar. 1, 2002-All authors will be notified of the status of their

submission via e-mail.

=AE June 1, 2002 -A final outline/ presentation or paper due via e-mail for

incorporation into the conference CD.

 

Lees N. Stuntz

Creative Learning Exchange Phone- 978-287-0070

1 Keefe Road Fax- 978-287-0080

Acton, MA 01720 e-mail- stuntzln@clexchange.org

http://clexchange.org

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=2E

=46or past discussions see:

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------------------------------

Date: Fri, 25 Jan 2002 14:39:01 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Organizational SD applications

From: "John Gunkler" <jgunkler@sprintmail.com>

To: "'k-12sd'" <k-12sd@sysdyn.mit.edu>

Subject: Organizational SD applications

Date: Wed, 23 Jan 2002 12:19:21 -0600

Philip Abode wrote:

"I do think that under extant educational conditions, in which

environmental and competing (dialectical) forces that are largely

ignored by schooling theory, systems dynamics can only hope to make

marginal impact."

You may be right -- but there are some unstated assumptions that may be

questioned first. For example, it looks to me as if you are assuming

that "impact" can only come from some kind of widespread adoption of SD

insights. Is that right? And your doubt arises from a doubt that

"extant educational conditions" will permit such widespread adoption.

I also doubt that widespread adoption of SD will readily be achieved in

schools. And I've certainly run into the "deterministic" belief system

you describe painfully well. But my experience in helping organizations

change tells me that widespread organizational change doesn't require a

majority of the members to create it -- a small (sometimes even tiny),

inspired, motivated group can create organization-wide change. I've

spent much of my professional life making real the saying, "It doesn't

take a majority to create a revolution."

So perhaps the "strategy" for employing SD insights in schools needs to

be one of finding the tiny, inspired, motivated group who will make the

effort to understand SD implications and work toward implementing them.

Perhaps the strategy should be one of revolutionary change -- not

participative majority democratic change. Perhaps an individual

person's strategy should be one of becoming one of the few "sighted"

people in a community of the blind -- and using that sight for the

benefit of all.

Just a thought.

John W. Gunkler

jgunkler@sprintmail.com

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------------------------------

Date: Fri, 25 Jan 2002 14:39:15 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Managing non linear change....

From: "Francis Duffy" <frank.duffy@gallaudet.edu>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>, <k-12mas@sysdyn.mit.edu>

Subject: RE: Managing nonlinear change to redesign entire school systems

Date: Fri, 25 Jan 2002 11:00:45 -0500

Hello again,

This time I am replying to anote from Scott Lipton.

So, Scott, how are things in Austin, Texas. I love that city. I have

colleagues at the University of Texas and I've visited the city often.

Scott, you said,

"I can confirm your observations regarding the linear problem solving

employed by many school districts. I do not believe, however, that there is

a 'practical' answer to this bureaucratic conundrum. There are certainly no

specific tools to mention, other than a healthy appetite for ambiguity and

as you put it, 'unanticipated events.'"

My work is focusing on developing a "practical" answer to the bureaucratic

conundrum that you see. And, I agree, it is a conundrum. In fact, I really

like that word conundrum because what we are talking about--changing the

paradigm for improving school districts--is more of a puzzle to be solved

than a problem to be solved.

There are practical principles and tools to help us address the issue you

raise. One of the principles is that districts need to redesign their

systems by using tools that engage their faculty, staff, and stakeholders in

the redesign process. Three very powerful and proven tools for doing this

are Harrison Owen's Open Space Technology (for engaging external

stakeholders) and Fred and Merrelyn Emery's Search Conference and

Participative Design Workshops (for engaging faculty and staff). Combined,

these tools have more than 40 years of successful use to their credit.

Another principle that addresses the issue you raise is that the arthritic

organization design of school districts (i.e., bureaucracy) needs to be

redesigned to create a network of teams and communities of practice. Then,

these teams and communities are given the authority and resources to make

decisions about what they do and how they do it. Of course, the decisions

are guided by ground rules to make sure that the decisions are aligned with

a district's grand vision and strategic direction.

A third principle is that the central office of a school district needs to

be redesigned as a central service center where the staff in that center see

themselves as being in the service of the most important people in a

district--the teachers and their students.

There are school districts throughout the U.S. that are using some of these

tools and principles. For example, the Frederick County Public Schools in

Maryland has redesigned its central office as a service center and the

Marysville School District in the state of Washington uses Search

Conferencing.

Scott, you then said,

"I also must take issue with your analogy of a serpentine system. That

serpentine structure is still linear (albeit with curves)."

The system is not serpentine. The change process needed to improve school

systems is.

Next, you observed that

"The modern school system is certainly a self-sustaining system, a web if

you will, of a

complexity of both educational and social services. Schools today are far

too complex to be broken down into one methodology that would serve all

schools."

You are absolutely right about this. Your comments reinforce a point I make

often. There are many different ways to achieve organizational goals and

objectives and this kind of variability should be encouraged. In the

methodology I created to redesign school systems this variability is

encouraged and supported through teams and communities of practice.

The need for variability notwithstanding, whatever a teacher, a principal, a

school, does MUST be aligned with the grand vision and strategic direction

of the district. District's cannot afford to have people each trying to do

his, her or their OWN THING.

The above comments remind me of the classic organization development

principle of equifinality. That principle says that given a goal, there are

many different ways to achieve that goal. However, it is tempting for people

to think that this definition means "anything goes and everything I do is

acceptable." This is not true. Sometimes people engage in activities that

do not and will not help achieve broader goals. Sometimes people in

organizations think that they have the right to do their own thing without

regard for broader goals. So, my point is that there has to be guidelines

and ground rules for what is acceptable and what is unacceptable behavior.

Finally, you said,

"Although I feel this is a crucial discussion to have, I do not believe it

can be dealt with in the traditional management-style technique that schools

(and business' which much modern school management is modeled

after)typically employ. Rather, we must seek out a new approach, one more

acceptable to the sustainability of a living system such as our modern

schools. I hope we can continue this dialogue."

I agree. And this quest is what guides my work and which lies at the

foundation of the methodology I have created to redesign school systems.

All my best,

Frank

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Date: Fri, 25 Jan 2002 14:38:52 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Organizations as Systems

Date: Tue, 22 Jan 2002 14:18:28 -0800

From: "RICHARD TURNOCK" <Richard_Turnock@pgn.com>

To: <k-12sd@sysdyn.mit.edu>

Subject: Organizations as Systems

 

Clarification: In the Baldrige framwork,. like it's used by Pinellas

Co. school district in Florida, the student is NOT the customer.

Whoever pays to support the schools is the customer. For a private

school, it's whoever pays the tuition (parents). For public schools

in Oregon, it's the legislature who allocates the money from the

taxpayers.

Traditional schools can be described as a system with feedback loops.

The prior comparison of schools to dinosaurs works if you think of

all the feedback loops inside the body of the organization. However,

traditional schools have too few feedback loops with too long of time

constants.

The key concept of the Quality movement is the same as systems

thinking using feedback loops. Continuous process improvement adds

feedback loops with short time constants. High Performance

organizations, compared to traditional organizations, have more

feedback loops that respond faster. Schools need to develop more

feedback loops at every level and reduce the response time to the

feedback.

Richard Turnock

Educational Services

Portland General Electric

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Date: Fri, 25 Jan 2002 14:39:28 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Managing nonlinear change....

"Scott Lipton" <slipton@austin.rr.com> wrote:

> Although I feel this is a crucial discussion to have, I do not believe it

> can be dealt with in the traditional management-style technique that schools

> (and business' which much modern school management is modeled after)

> typically employ. Rather, we must seek out a new approach, one more

> acceptable to the sustainability of a living system such as our modern

> schools. I hope we can continue this dialogue.

Dear Scott and others,

As someone with MBA (1983) and who have kept up with development in strategic

management research and who has spent the last eight years doing educational

evaluation work, the "traditional management-style technique" (TMST)

you referred

to has been dumped by business long time ago. If by TMST, you mean

such things as

rational decision making type of activities and strategic planning models based

on such paradigm, I stand by my statement. Unfortunately, schools and schooling

organizations (school districts) are at least 25 years behind the frontiers of

management theory and operations research. There are tools for improving

decisions that are totally unknown in the schooling industry. Increasingly,

businesses are looking like the last reform option in education. One quick

example, the most popular strategy formation model among school

districts is the

Cambridge Model taught by Thomas Cook and his staff. I actually

received training

in the model. It is 25 years behind! Successful businesses do not think and act

that way anymore!

One fundamental flaw I notice in conventional educational thinking is

that it is

biased towards Curriculum and Instruction. Toss in Assessment. It is like

business thinking only about what goes on in the factory. The truth is that

business thinking used to be that way and business leaders had to

learn the hard

way just as education is. Complacency is making way to competitive

assault on the

educational turf. Educational leaders must now compete or die. Education must

know its customers--the students and understand what is important to

them in the

short term without which we cannot get to the long-term. As philosopher Maynard

Keynes once said, "In the long run, we are all dead." My point is that

educational performance problem is a function of how we understand the students

and the relationship we build. From a physiological perspective,

every attempt to

transform value from one form (money) to another (education) must cross a

relationship bridge. If the bridge collapses before you get to the other side,

all effort is wasted.

Philip Abode

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Date: Fri, 25 Jan 2002 14:39:39 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Managing nonlinear change....

From: "Francis Duffy" <frank.duffy@gallaudet.edu>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>, <k-12mas@sysdyn.mit.edu>

Subject: RE: Managing nonlinear change to redesign entire school systems

Date: Fri, 25 Jan 2002 10:36:49 -0500

Hello colleagues,

I am replying to a wonderful post from Philip Adobe where he touched on some

very important concepts related to improving school systems.

First, Philip asked, "It is rare to hear of strategic planning at the school

level. That said, what is wrong with strategic planning in school

districts?"

Philip, I think that individual schools should engage in strategic planning.

But, those individual plans must be strategically connected to the

district's grand strategic plan. Let me use an allegory I use often to

explain this.

Imagine a fleet of ships sailing out of Newport News, Virginia. At the

center of the fleet is the flagship--the aircraft carrier with an admiral on

board. Surrounding the flagship is an armada of cruisers and destroyers.

About 100 miles out to sea, the admiral sends the following message to all

the other ships: "Okay, folks, each ship is on its own now. See you in

Madrid in 10 days."

The power of that fleet is in it staying together as a unified force. Yes,

each ship sails under its power, with its command structure, with its people

and its resources. But each ship, by itself, cannot do what the fleet can

do.

In the same way, the individual schools in a school district must "sail"

together as a unified entity. Yes, each school has its staff, its

leadership, its resources. But there is no way that a single school can do

what an entire district can do for education in its community.

If an individual school is allowed to "sail" by itself by allowing it, no,

encouraging it, to develop a strategic plan with total disregard for the

district's grand strategic plan then I think this is wrong and grossly

ineffective.

Strategic planning at the school level must, in my opinion, be done within

the context of a district's grand strategic plan.

Philip, you also commented on the use of obsolete planning concepts and

tools. I agree. Those concepts and tools take too long to use, don't allow

for organizational agility, prevent people from being proactive in

anticipating and responding to changes in the environment.

Next, you talked about the concept of loose coupling in educational systems.

When I think of a system for the purpose of school district improvement I

use Merrelyn Emery's advice for defining the system. She says that for the

purposes of improvement you draw a circle around those people, units,

departments, etc. that work together to deliver a product or service.

Everything inside the circle is the focus of improvement. Everything outside

the circle is part of that system's external environment. For me, it's the

school district that's inside the circle and everything else outside the

district is part of its external environment.

In my opinion, everything inside the "circle" is not as loosely coupled as

some people like to think. Schooling, after all, is a preK-12th grade

enterprise. Students must meet grade-level learning requirements before

moving to the next grade (hopefully :o) ). Curricula are supposed to be

designed so there is alignment and what we call "articulation" (i.e., each

part of the curriculum should fit together nicely).

Another example of how schooling is more tightly coupled than we think is

heard in the laments of teachers at different levels of schooling; e.g.,

high school teachers often complain, "We wish those middle school teachers

would do a better job of teaching. It would make our job a lot easier."

And, I'll bet middle school teachers say the same thing about elementary

school teachers :o). My point is that the coupling between grade levels and

levels of schooling is tight enough to allow "upstream errors" (i.e.,

mistakes made in the teaching and learning process in early grades) to flow

downstream to affect teaching and learning in upper grades.

Well, that's it for now, Philip. I also enjoyed and support the other

points you made in your note about the future of schooling.

 

Best wishes,

Frank

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Date: Fri, 25 Jan 2002 14:28:43 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: how the system works

To: k-12mas@sysdyn.mit.edu

=46rom: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Re: how the system works

Date: Fri, 18 Jan 2002 19:20:39 -0800 (PST)

Joe Sullivan stated,

"To Frank Duffy. . .Understanding how the system works

has been helpful. My dissertation was based on

catastrophe theory application to learning over the

course of grades. Basic premise was that disciplinary

problems are academically based and therefore are

susceptible to academic intervention. Working on a

larger scale intervention here now. I=92m interested in

another view, are you interested?"

Hi again, Joe, and all,

Joe, your note about the "causes" of disciplinary

problems in schools reminded me of one of the important

lessons I have learned from my study of how systems

work--the lesson is about the notion of relationship

between causes and effects.

Starbuck (1996, in =93Unlearning Ineffective or Obsolete

Technologies,=94 International Journal of Technology

Management, 11: 725-737) suggests that a structured way

to analyze so-called problems we experience in

organizations is to use some sort of cause and effect

model that illustrates relationships between actions

and consequences.

This analysis can be visually illustrated using

double-headed arrows that force us to see that all

cause and effect relationships carry influence in both

directions; that is, if you see that X causes Y, then

you need to look for ways that Y feeds back to

influence X.

If you were to draw this relationship on paper, you

would use a double-headed arrow with an arrowhead

pointing toward X and one toward Y.

This bi-directional thinking, by the way, is

extraordinarily important for thinking about how to

improve a school system because systems-theory tells us

there are many of these double-headed relationship

arrows in organizations.

Identifying and then examining these two-way, or

multi-way relationships can lead to some breakthrough

thinking about how to change personal and

organizational mental models (Senge talks a lot about

mental models in his work) and behavior as people see

the connections the arrows suggest.

Another related point that Starbuck makes is that the

converse of every proposition is equally valid. He

tells us that dialectic reasoning suggests

two-directional causation; that is, if X affects Y,

then Y affects X.

This bi-directional relationship (as discussed above)

then insists that both the original proposition (X

affects Y) and its converse (Y affects X) are equally

valid.

Philosopher Georg Hegel advocated this form of logical

reasoning. He called the original proposition the

thesis, its converse the antithesis, and their union,

the synthesis.

Dialectic reasoning can be applied to almost all

situations and it helps people break free of the

assumptions that underlie their personal and

organizational mental models.

Certainly, this kind of analysis presents another view

of how to understand how a school system works.

My professional focus has been on developing a

methodology to create and sustain systemic school

improvement that incorporates the principles I just

described.

The kind of thinking and cause and effect analysis

described above can be done by using specially designed

three-day events that bring educators together to do

this kind of thinking about their work and then to

create innovative ways to improve their

1) work processes,

2) internal social =93architecture=94 (i.e., organizational

culture, policies, procedures, communication, working

relationships, and so on), and

3) relationships with the school system=92s external

environment.

This improvement triad, by the way, is a central

principle of sociotechnical systems design (e.g., see

the writings of Trist, Emery, or Pasmore).

Bye,

=46rank

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=46or past discussions see:

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Date: Fri, 25 Jan 2002 14:49:55 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: Reply to a question

From: "Frank Duffy" <frank.duffy@gallaudet.edu>

Subject: Re: Reply to a question

Date: Tue, 22 Jan 2002 18:32:57 -0800 (PST)

Sender: frank.duffy@gallaudet.edu

Hi Linda and colleagues,

You asked about writings focusing on ecosystems. Check

out some of Margaret Wheatley's articles. Here's a

link to one that talks about organizations as

ecosystems.

http://www.margaretwheatley.com/articles/paradox.html

Meg's writing style is also user-friendly (i.e., easy

to read and understand) :o)=)

Frank

 

>>>!_Talisman_Separator_!<<<

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Date: Fri, 25 Jan 2002 14:30:08 -0500

From: k-12sd <k-12sd@SYSDYN.MIT.EDU>

Subject: A Reply to Introduction

From: "Joseph Sullivan" <knight7@gloucester.k12.ma.us>

To: "k-12sd" <k-12sd@sysdyn.mit.edu>

Subject: RE: A Reply to Introduction

Date: Wed, 23 Jan 2002 08:19:41 -0500

Sorry about the interruption, Non-Linear systems dynamics [NLSD] is

IMO the centerpiece of learning. That's where the art is. Schools

have been brought

up in the linear manufacturing model, and stand alone schools. A static

model, no longer workable.

--------------------------

Professor Forrester has asked me to transmit his message for him as follows. The Moderator

------------------

Dear Members of the K-12sd Discussion List:

I want to apologize for the confusions of the last month.

Our own System Dynamics Group server and software that we were using for the list had become overloaded. We decided to move to one of the main servers at MIT (mitvma). The transition has led to some unintended results.

1. By error, everyone was put in "digest"status, which meant you may have received a cryptic message about the change.

2. Some may have received individual messages as well as duplicates in the digest.

3. I hope that operation is now back to what it was before the changes in servers. I understand that everyone has been switched back to receiving individual messages and no one is receiving digests today.

On the matter of digests, I am told that the new server operates in the following way. It can send out a daily digest that contains all the messages for that day in one e-mail. Getting the digest does not cancel getting the individual messages.   Those who want to continue receiving individual messages and not the digest format should take no action. Those who want a digest format in addition to individual messages should let the list administrator know by sending a note to the moderator at the usual address:

k-12sd@sysdyn.mit.edu

It is my understanding that we have not yet discovered how to stop receiving individual messages. Those who want a daily digest and not the individual messages can let us know and we will do so when it becomes possible in the future.

For those in our intended group who want to interact and to respond to messages, I recommend staying with receiving the separate messages. I find that I want to decide separately whether to reply, file in an appropriate location, or trash the messages individually.

Another apology, in monitoring the list, we have recently allowed a flood of messages that should have been handled in some other way. We will try to keep the discussion more focused.

Finally, the list needs to hear more from teachers and school administrators who are actually linking system dynamics to education.

Best wishes,

Jay Forrester

---------------------

From: Quaden@aol.com

Date: Tue, 29 Jan 2002 18:29:27 EST

Subject: Re: how the system works

To: k-12sd@sysdyn.mit.edu,

Hi:

George R asked the question if we need double headed arrow as a precursor to

teach thinking about loops.

In our work with elementary and middle school students, we have found that

students can understand loops without going to double headed arrows, so we

avoid them altogether.

Rob Quaden

Carlisle Public Schools

------------------------------

Subject: Re: What curricula do we need?

To: k-12sd <k-12sd@sysdyn.mit.edu>

From: "Patrick Leighton" <pleighton@edc.org>

Date: Tue, 29 Jan 2002 13:26:57 -0500

To Lees Stuntz and others:

If the curriculum materials are an add-on, then it will be very difficult

to get them adopted in any kind of wide-spread fashion. At its core,

system dynamics is a conceptual framework or template, if you will, for

interpreting and teaching a very wide variety of already existing

instructional materials, particularly in math and science. Yes, there are

some excellent, focused materials, as you mention, that can be used for

concept formation with students (referring to an inquiry learning cycle).

The transfer of the knowledge to all manner of different contexts, problems

and phenomena is the holy grail at the end of the day. Instead of trying

to re-create the essentially infinite number of learning activities and

possible applications that already exist, it is much more efficient to

focus on providing teachers with a generic template that they can have

their students use with whatever materials are available. Although the

SD/Stella PD program is an excellent attempt to do this, unfortunately it

is couched in a language that does not correspond with the vast majority of

science and math programs, much less those in language arts and social

studies. It would be much easier to translate SD into classroom language

than to translate the huge body of classroom materials into SD language.

So translated, I estimate that it would facilitate around half of the math

and science standards in just about any state, such is the conceptual power

of SD.

--------------------