Introducing the VIPLAN Methodology (with VSM) for Handling Messy Situations – Nine Lessons

This paper examines the utility of a novel and relatively unknown approach to handling messy situations. This approach, developed by Raul Espejo, is the VIPLAN Methodology. It is presented as a heuristic and comprises a set of six activities which act as ‘pointers’ to guide thinking and actions. The methodology’s contribution rests upon its explicit focus upon the context within which messy situations are handled. This draws attention to the cybernetics of the situation (Cybernetic Loop), which can be made sense of using the Viable System Model. However, one of the challenges of the methodology is the perception that it is complex and difficult to use. A case-study is used to investigate how the methodology can be operationalised. This reveals a set of nine lessons, which are offered as guidelines to enhance our understanding of how to use the VIPLAN Methodology.

[1]  J C Ranyard,et al.  Supporting real decisions: A review of OR practice in the UK , 1995 .

[2]  Allen Newell,et al.  Heuristic Problem Solving: The Next Advance in Operations Research , 1958 .

[3]  J. W. Getzels Problem Finding: a Theoretical Note , 1979, Cogn. Sci..

[4]  John Mingers,et al.  The use of multimethodology in practice—results of a survey of practitioners , 2002, J. Oper. Res. Soc..

[5]  Nitin Nohria,et al.  Motivación de los empleados: un poderoso modelo nuevo , 2008 .

[6]  S. A. Harwood,et al.  Can a cybernetic lens contribute to the business strategy domain? , 2011, Kybernetes.

[7]  Malcolm Bronte-Stewart,et al.  Regarding rich pictures as tools for communication in information systems development. , 1999 .

[8]  Martin Kunc,et al.  Behavioral operational research theory, methodology and practice , 2016 .

[9]  M. Scheerer,et al.  Problem Solving , 1967, Nature.

[10]  Raul Espejo,et al.  The viable system model and the Viplan software , 1999 .

[11]  Robert LIN,et al.  NOTE ON FUZZY SETS , 2014 .

[12]  H. Rittel,et al.  Dilemmas in a general theory of planning , 1973 .

[13]  Raul Espejo,et al.  An intervention with the Cybernetic Methodology in Regent Engineering , 1992 .

[14]  Tessa Berg,et al.  Towards an Understanding of Rich Picture Interpretation , 2019 .

[15]  Stafford Beer,et al.  The Viable System Model : its provenance , development , methodology and pathology * Stafford Beer = President of the World Organization for Systems and Cybernetics , 2000 .

[16]  Emily Dringenberg,et al.  Experiences of First‐Year Engineering Students Working on Ill‐Structured Problems in Teams , 2018, Journal of Engineering Education.

[17]  H. Foerster The Cybernetics of Cybernetics , 1974 .

[18]  Jason K. McDonald,et al.  Towards a view of originary theory in instructional design , 2020 .

[19]  Vlatko Čerić,et al.  Rational Analysis for a Problematic World: Problem Structuring Methods for Complexity, Uncertainty and Conflict , 1991 .

[20]  Chris M. Smith,et al.  The characteristics of problem structuring methods: A literature review , 2019, Eur. J. Oper. Res..

[21]  S. French Planning under Pressure: The Strategic Choice Approach , 1988 .

[22]  Peter Checkland,et al.  Soft Systems Methodology: a 30-year retrospective , 1999 .

[23]  Jonathan Rosenhead,et al.  Soft Systems Methodology in Action , 1991 .

[24]  S. Harwood,et al.  Mind the gap: But does the gap matter in social science research? , 2018 .

[25]  J. W. Getzels Problem‐Finding and the Inventiveness of Solutions , 1975 .

[26]  P J Lewis,et al.  Rich picture building in the soft systems methodology , 1992 .

[27]  L. Alberto Franco,et al.  Making OR practice visible: Using ethnomethodology to analyse facilitated modelling workshops , 2018, Eur. J. Oper. Res..

[28]  Stephen Morse,et al.  How People Use Rich Pictures to Help Them Think and Act , 2013 .

[29]  Susan Leigh Star,et al.  Institutional Ecology, `Translations' and Boundary Objects: Amateurs and Professionals in Berkeley's Museum of Vertebrate Zoology, 1907-39 , 1989 .

[30]  Allen Newell,et al.  Elements of a theory of human problem solving. , 1958 .

[31]  Raul Espejo A cybernetic methodology to study and design human activities , 1988 .

[32]  L. Alberto Franco,et al.  Facilitated modelling in operational research , 2010, Eur. J. Oper. Res..

[33]  A. Chickering The Modern American College: Responding to the New Realities of Diverse Students and a Changing Society. , 1981 .

[34]  Alfonso Reyes Second-Order Auditing Practices , 2001 .

[35]  Stephen A. Harwood,et al.  The management of change and the Viplan Methodology in practice , 2012, J. Oper. Res. Soc..

[36]  Andrew Peter Wallace McCarthy E DITOR ’ S C OMMENTS Diversity of Design Science Research , 2022 .

[37]  Michael Pidd,et al.  Tools for Thinking—Modelling in Management Science , 1997 .

[38]  Raul Espejo Management of complexity in problem solving , 1992 .

[39]  Samuel Greiff,et al.  Taking a Closer Look: An Exploratory Analysis of Successful and Unsuccessful Strategy Use in Complex Problems , 2019, Front. Psychol..

[40]  G. Miller,et al.  Contextual correlates of semantic similarity , 1991 .

[41]  David H. Jonassen,et al.  Toward a design theory of problem solving , 2000 .

[42]  C. Cassell,et al.  The use of a research diary as a tool for reflexive practice: Some reflections from management research , 2006 .

[43]  Raul Espejo Complexity and change: Reflections upon the cybernetic intervention in Chile, 1970–1973 , 1990 .

[44]  J. Dewey Logic, the theory of inquiry , 1938 .

[45]  T. Masters,et al.  Managing uncertainty: Principles for improved decision making , 2020, British Actuarial Journal.

[46]  Colin Eden,et al.  Cognitive mapping and problem structuring for system dynamics model building , 1994 .

[47]  Colin Eden,et al.  SODA - The principles , 2001 .

[48]  Robert Y. Cavana,et al.  Towards a new framework for evaluating systemic problem structuring methods , 2013, Eur. J. Oper. Res..

[49]  Daniel A. Levinthal,et al.  The myopia of learning , 1993 .

[50]  J. Butcher Problems with Problem Solving , 1975 .

[51]  Maryanne M. Gobble,et al.  Design Thinking , 2010, The Palgrave Encyclopedia of the Possible.

[52]  John Mingers,et al.  A review of the recent contribution of systems thinking to operational research and management science , 2010, Eur. J. Oper. Res..

[53]  Stephen Harwood,et al.  In search of a (WEF) nexus approach , 2018 .

[54]  David Snowden,et al.  The First Age: Information for Decision Support 1995: the Transition to the Second Age Complex Acts of Knowing: Paradox and Descriptive Self-awareness , 2022 .

[55]  Jonathan Rosenhead,et al.  Rational Analysis for a Problematic World Revisited , 2001 .

[56]  Russell L. Ackoff,et al.  On purposeful systems , 1972 .

[57]  S. Martin,et al.  “Redesigning the future” , 1987, Journal of general internal medicine.

[58]  N. Morrill Are the benefits of PSMs being sold sufficiently? A practitioner's view , 2007, J. Oper. Res. Soc..

[59]  Alberto Paucar-Caceres,et al.  A bridge for two views: Checkland’s soft systems methodology and Maturana’s ontology of the observer , 2020, J. Oper. Res. Soc..

[60]  Martin Kunc,et al.  Behavioral Operational Research , 2020 .

[61]  Duncan Shaw,et al.  Structuring organisational information analysis through Viable System Model knowledge domains , 2019, J. Oper. Res. Soc..

[62]  Vinod Goel,et al.  The Structure of Design Problem Spaces , 1992, Cogn. Sci..

[63]  Daniel H. Kim,et al.  A framework and methodology for linking individual and organizational learning : applications in TQM and product development , 1993 .

[64]  M. Snowdon The Heart of Enterprise , 1979 .

[65]  Fran Ackermann,et al.  Theory into practice, practice to theory: Action research in method development , 2018, Eur. J. Oper. Res..

[66]  Jonathan Rosenhead,et al.  Problem structuring methods in action , 2004, Eur. J. Oper. Res..

[67]  Raul Espejo,et al.  Requirements for effective participation in self-constructed organizations , 1996 .

[68]  J. R. Beaumont Diagnosing the System for Organisations , 1986 .

[69]  Isabella M. Lami,et al.  On the usefulness of soft OR models in decision making: A comparison of Problem Structuring Methods supported and self-organized workshops , 2019, Eur. J. Oper. Res..

[70]  Peter Checkland,et al.  Systems Thinking, Systems Practice , 1981 .

[71]  Ricardo Tejeida-Padilla,et al.  A Methodological Proposal for the Complementarity of the SSM and the VSM for the Analysis of Viability in Organizations , 2020 .

[72]  P. Frensch,et al.  Definitions, traditions, and a general framework for understanding complex problem solving , 1995 .

[73]  Raul Espejo,et al.  Organizational Systems: Managing Complexity with the Viable System Model , 2011 .

[74]  Stephen A. Harwood,et al.  A question of interpretation: The Viable System Model (VSM) , 2019, Eur. J. Oper. Res..

[75]  Raimo P. Hämäläinen,et al.  Behavioural operational research: Returning to the roots of the OR profession , 2016, Eur. J. Oper. Res..

[76]  Raul Espejo,et al.  Organizational Transformation and Learning: A Cybernetic Approach to Management , 1996 .

[77]  Peter J. Byrne,et al.  Complex project management as complex problem solving: A distributed knowledge management perspective , 2014 .

[78]  Mogens Frank Mikkelsen The complex project complexity – Identification of five ideal research types , 2020 .

[79]  David H. Jonassen,et al.  Instructional design models for well-structured and III-structured problem-solving learning outcomes , 1997 .

[80]  A. Bryman The debate about quantitative and qualitative research: A question of method or epistemology? , 1984 .

[81]  Roberto Zarama Urdaneta,et al.  Creating a New Auditor at the Contraloría General de la República de Colombia (CGR) , 2001 .

[82]  Brian Wilson,et al.  Systems: Concepts, Methodologies, and Applications , 1990 .

[83]  Raul Espejo Seeing a case study through a cybernetic epistemological lens , 2011, Kybernetes.

[84]  R. Espejo Action and Structure in Problem Solving , 1991 .

[85]  Raul Espejo,et al.  Performance for viability: complexity and variety management , 2015, Kybernetes.

[86]  J. R. Beaumont Diagnosing the System for Organizations , 1985 .

[87]  John Friend,et al.  The Strategic Choice Approach , 2011 .

[88]  S. Beer The Brain of the Firm , 1972 .

[89]  Colin Eden,et al.  Problem solving or problem finishing , 1987 .

[90]  Richard Buchanan,et al.  Wicked Problems in Design Thinking , 1992 .

[91]  Fran Ackermann,et al.  Problem structuring methods 'in the Dock': Arguing the case for Soft OR , 2012, Eur. J. Oper. Res..

[92]  Sarah J. S. Wilner,et al.  Doing Design Thinking: Conceptual Review, Synthesis, and Research Agenda , 2018, Journal of Product Innovation Management.

[93]  Michael P. Johnson,et al.  Emerging trends and new frontiers in community operational research , 2017, Eur. J. Oper. Res..

[94]  Michael W. Nicholson,et al.  Rational Analysis for a Problematic World , 1990 .

[95]  Frederick P. Wheeler,et al.  The Viable System Model: Interpretations and Applications of Stafford Beer's VSM , 1990 .

[96]  Allen Newell,et al.  Human Problem Solving. , 1973 .

[97]  K. Wolff Researching the engineering theory-practice divide in industrial problem solving , 2018, European Journal of Engineering Education.

[98]  Raimo P. Hämäläinen,et al.  On the importance of behavioral operational research: The case of understanding and communicating about dynamic systems , 2013, Eur. J. Oper. Res..

[99]  Raul Espejo An Enterprise Complexity Model: Variety Engineering and Dynamic Capabilities , 2015 .