Skip to main content
Log in

Operational research and critical systems thinking—an integrated perspective

Part 2: OR as argumentative practice

  • General Paper
  • Published:
Journal of the Operational Research Society

Abstract

On the basis of a review of the role of systems thinking in the history of OR, Part 1 of this essay proposed a systematic understanding of OR as applied systems thinking. Further, it identified the contribution of ‘critical’ systems thinking (CST) in a combined ability of its two strands, critical systems heuristics (CSH) and total systems intervention (TSI), to enhance the conceptual sophistication of OR. Part 2 aims to translate this understanding into a framework for good professional practice. How exactly can CST strengthen the competence profile of OR professionals? Drawing on three experience-based archetypes of professional service and some basic argumentation-theoretical considerations, a new understanding of OR and applied systems thinking as argumentative practice emerges. In this new understanding CST finds a systematic place and some exemplary uses of CSH and TSI can be located—an integrated perspective.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Institutional subscriptions

Figure 1
Figure 2
Figure 3
Figure 4

Similar content being viewed by others

References

  • Austin JL (1962). How To Do Things with Words. Clarendon Press: Oxford.

    Google Scholar 

  • Boothroyd H (1978). Articulate Intervention: The Interface of Science, Mathematics and Administration. Taylor & Francis: London.

    Google Scholar 

  • Checkland P (1972). Towards a systems-based methodology for real-world problem solving. Journal of Systems Engineering 3: 1–30.

    Google Scholar 

  • Checkland P (1981). Systems Thinking, Systems Practice. Wiley: Chichester.

    Google Scholar 

  • Checkland P (1985). From optimizing to learning: A development of systems thinking for the 1990s. Journal of the Operational Research Society 36: 757–767.

    Article  Google Scholar 

  • Checkland P and Poulter J (2006). Learning for Action: A Short Definitive Account of Soft Systems Methodology and Its Use for Practitioners, Teachers and Students. Wiley: Chichester.

    Google Scholar 

  • Checkland P and Poulter J (2010). Soft systems methodology. In: Reynolds M and Holwell S (eds). Systems Approaches to Managing Change: A Practical Guide. Springer: London, pp 191–242.

    Chapter  Google Scholar 

  • Checkland P and Scholes J (1990). Soft Systems Methodology in Action. Wiley: Chichester.

    Google Scholar 

  • Churchman CW (1961). Prediction and Optimal Decision: Philosophical Issues of a Science of Values. Prentice-Hall: Englewood Cliffs, NJ.

    Google Scholar 

  • Churchman CW (1968). The Systems Approach. Dell: New York.

    Google Scholar 

  • Churchman CW (1970). Operations research as a profession. Management Science 17: B37–B53.

    Article  Google Scholar 

  • Churchman CW (1971). The Design of Inquiring Systems: Basic Concepts of Systems and Organization. Basic Books: New York.

    Google Scholar 

  • Churchman CW (1979). The Systems Approach and Its Enemies. Basic Books: New York.

    Google Scholar 

  • Churchman CW, Ackoff RL and Arnoff EL (1957). Introduction to Operations Research. Wiley: New York, and Chapman & Hall: London.

    Google Scholar 

  • Daellenbach HG (1994). Systems and Decision Making: A Management Science Approach. Wiley: Chichester.

    Google Scholar 

  • Daellenbach HG and Flood RL (2002). The Informed Student Guide to Management Science. Thomson: London.

    Google Scholar 

  • Daellenbach HG and McNickle D (2004). Management Science: Decision-making through Systems Thinking. Palgrave Macmillan: London.

    Google Scholar 

  • Daellenbach HG and Read EG (1998). Success and survival of OR groups—where to from here? Journal of the Operational Research Society 49: 430–433.

    Google Scholar 

  • Eilon S (1975). Seven faces of research. Operational Research Quarterly (now Journal of the Operational Research Society) 26: 359–367.

    Article  Google Scholar 

  • Eilon S (1980). The role of management science. Journal of the Operational Research Society 31: 17–28.

    Article  Google Scholar 

  • Fildes R and Ranyard JC (1998). The foundation, development and current practice of OR: An editorial introduction and overview. Journal of the Operational Research Society 49: 304–306.

    Article  Google Scholar 

  • Fildes R and Ranyard JC (2000). Internal consulting: Effective practice in a changing environment. Interfaces 30 (5): 34–50.

    Article  Google Scholar 

  • Flood RL and Jackson MC (1991). Creative Problem Solving: Total Systems Intervention. Wiley: Chichester.

    Google Scholar 

  • Habermas J (1979). Communication and the Evolution of Society. Beacon Press: Boston, MA and Heinemann: London.

    Google Scholar 

  • Habermas J (1984). The Theory of Communicative Action, Vol. 1: Reason and the Rationalization of Society. Polity Press: Cambridge, UK.

    Google Scholar 

  • Habermas J (1990). Moral Consciousness and Communicative Action. Polity Press: Cambridge, UK.

    Google Scholar 

  • Habermas J (1993). Justification and Application: Remarks on Discourse Ethics. Polity Press: Cambridge, UK.

    Google Scholar 

  • INFORMS (2003). What operations research is. Operations Research: The Science of Better. Web site of the Institute for Operations Research and the Management Sciences, http://www.scienceofbetter.org/what/index.htm.

  • Jackson MC (1991). Systems Methodology for the Management Sciences. Plenum: New York.

    Book  Google Scholar 

  • Jackson MC (2000). Systems Approaches to Management. Kluwer/Plenum: New York.

    Google Scholar 

  • Jackson MC (2003). Systems Thinking: Creative Holism for Managers. Wiley: Chichester.

    Google Scholar 

  • Jackson MC (2006). Creative holism: A critical systems approach to complex problem situations. Systems Research 23: 647–657.

    Google Scholar 

  • Jackson MC (2010). Reflections on the development and contribution of critical systems thinking and practice. Systems Research 27: 123–139.

    Google Scholar 

  • Kant I (1781/1965). Critique of Pure Reason. Translation by NK Smith. St. Martin's Press: New York, 1965 (orig. Macmillan: London, 1929).

    Google Scholar 

  • Keys P (ed) (1995). Understanding the Process of Operational Research: Collected Readings. Wiley: Chichester.

    Google Scholar 

  • Ormerod R (1997). The role of OR in shaping the future: Smart bits, helpful ways and things that matter. Journal of the Operational Research Society 48: 1045–1056.

    Article  Google Scholar 

  • Ormerod R (1998). Beyond internal OR groups. Journal of the Operational Research Society 49: 420–429.

    Article  Google Scholar 

  • Ormerod R (2002). On the nature of OR: Taking stock. Journal of the Operational Research Society 53: 475–491.

    Article  Google Scholar 

  • Ormerod R (2006). The history and ideas of pragmatism. Journal of the Operational Research Society 57: 892–909.

    Article  Google Scholar 

  • Ormerod R (2007). On the history and future of OR. Journal of the Operational Research Society 58: 832–835.

    Article  Google Scholar 

  • Ormerod R (2008a). The transformation competence perspective. Journal of the Operational Research Society 59: 1435–1448.

    Article  Google Scholar 

  • Ormerod R (2008b). The history and ideas of Marxism: The relevance for OR. Journal of the Operational Research Society 59: 1573–1590.

    Article  Google Scholar 

  • Ormerod R (2010a). Articulate intervention revisited. Journal of the Operational Research Society 61: 1078–1094.

    Article  Google Scholar 

  • Ormerod R (2010b). Justifying the methods of OR. Journal of the Operational Research Society 61: 1694–1708.

    Article  Google Scholar 

  • Ormerod R (2010c). OR as rational choice: A decision and game theory perspective. Journal of the Operational Research Society 61: 1761–1776.

    Article  Google Scholar 

  • Polanyi M (1966). The Tacit Dimension. Doubleday: Garden City, NY.

    Google Scholar 

  • Schein EA (1969). Process Consultation: Its Role in Organization Development. Addison-Wesley: Reading, MA.

    Google Scholar 

  • Schön D (1983). The Reflective Practitioner: How Professionals Think in Action. Basic Books: New York.

    Google Scholar 

  • Searle JR (1969). Speech Acts: An Essay in the Philosophy of Language. Cambridge University Press: Cambridge.

    Book  Google Scholar 

  • Tomlinson RC and Kiss I (eds) (1984). Rethinking the Process of Operational Research and Systems Analysis. Pergamon: Oxford.

    Google Scholar 

  • Turner HS (2008). Government operational research service: Civil OR in UK central government. Journal of the Operational Research Society 59: 148–162.

    Article  Google Scholar 

  • Ulrich W (1983). Critical Heuristics of Social Planning: A New Approach to Practical Philosophy. Haupt: Bern (reprint edn. Wiley: Chichester, 1994).

    Google Scholar 

  • Ulrich W (1987). Critical heuristics of social systems design. European Journal of the Operational Research 31: 276–283.

    Article  Google Scholar 

  • Ulrich W (1993). Some difficulties of ecological thinking, considered from a critical systems perspective: A plea for critical holism. Systems Practice 6: 583–611.

    Article  Google Scholar 

  • Ulrich W (1996). A Primer to Critical Systems Heuristics for Action Researchers. Centre for Systems Studies, University of Hull: Hull.

    Google Scholar 

  • Ulrich W (2000). Reflective practice in the civil society: The contribution of critically systemic thinking. Reflective Practice 1: 247–268.

    Article  Google Scholar 

  • Ulrich W (2001). The quest for competence in systemic research and practice. Systems Research 18: 3–28.

    Google Scholar 

  • Ulrich W (2003). Beyond methodology choice: Critical systems thinking as critically systemic discourse. Journal of the Operational Research Society 54: 325–342.

    Article  Google Scholar 

  • Ulrich W (2005). A brief introduction to critical systems heuristics (CSH). ECOSENSUS project site, The Open University, Milton Keynes, UK, http://kmi.open.ac.uk/projects/ecosensus/publications/ (also available from the author's home page at http://wulrich.com/downloads/).

  • Ulrich W (2006). Critical pragmatism: A new approach to professional and business ethics. In: Zsolnai L (ed). Interdisciplinary Yearbook of Business Ethics. Vol. 1. Peter Lang: Oxford, pp 53–85.

    Google Scholar 

  • Ulrich W (2007). Philosophy for professionals: Towards critical pragmatism. Journal of the Operational Research Society 58: 1109–1113.

    Article  Google Scholar 

  • Ulrich W (2009). Communicative rationality and formal pragmatics—Habermas 1. Reflections on reflective practice (6a/7), Ulrich's Bimonthly, September–October 2009, http://wulrich.com/bimonthly_september2009.html and http://wulrich.com/downloads/bimonthly_september2009.pdf for paginated version.

  • Ulrich W and Reynolds M (2010). Critical systems heuristics. In: Reynolds M and Holwell S (eds). Systems Approaches to Managing Change: A Practical Guide. Springer: London, pp 243–292.

    Chapter  Google Scholar 

Download references

Acknowledgements

The author thanks Richard Ormerod, Warwick University, Coventry, UK, for very helpful comments on earlier versions of this essay as well as for many years of stimulating exchange about the meaning of good practice in operational research and applied systems thinking.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to W Ulrich.

Rights and permissions

Reprints and permissions

About this article

Cite this article

Ulrich, W. Operational research and critical systems thinking—an integrated perspective. J Oper Res Soc 63, 1307–1322 (2012). https://doi.org/10.1057/jors.2011.145

Download citation

  • Received:

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1057/jors.2011.145

Keywords

Navigation