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Systems School

Education division [Statutes]

Developing competences

Director: A. Perdicoulis

School

Education Competences Lectures Mentoring Workshops Clubs Reading
Blackboard

Competence

Paying attention to people, Systems Planning℠ enhances visualisation and understanding, builds taste for demonstrable reasoning, educates argumentation, inspires curiosity for ‘why’ and ‘how’, and develops both intellectual and applied competences. It is not only the planners who have something to learn — e.g. efficient procedures and outcomes — but also the stakeholders: they get to see the common system, and their interests in perspective.

Storyline:  Situation  •  Breakthrough  •  Experience  •  Competence  •  Community  •  Knowledge  •  Leadership

Education — παιδεία, αρετή

Investment · Preparation

Haute Culture Systems Planning℠ invests in education (παιδεία) towards holistic human excellence (αρετή), starting with Base Skills, then on to building Competitive Advantage™, and then to creating an Haute Culture™. Despite the ‘instant gratification’ related to the success of particular applications, the most significant and difficult-to-achieve ‘returns’ of education are the cumulative and collective contributions to human knowledge (γνώση).

Motivated   academics Academics   practitioners Practitioners   community Community

Facets:  In a Nutshell  •  Spirit  •  Élan  •  Investment  •  Exclusivity  •  Commitment  •  Founder/ Trustee

Education Programme Intents Activities Candidates Manifesto
Classic Education
Integrated Knowledge

Base skills   Competitive Advantage   Haute Culture Classic Education℠ [παιδεία/ process] develops holistic human excellence (αρετή) through base skills and advanced competences applicable to a very broad spectrum of subjects.

Integrated Knowledge™ [γνώση/ content] refers to advanced subject matter achieved through personal familiarity in interactive combination with the understanding sought by Systems Planning℠.

Activity perspective: Personal development programme

personal development programme

Activity perspective:  Activities  •  Dynamics  •  Workings  •  Stance  •  Curiosity  •  Programme  •  Undertakings  •  Alternatives  •  SIG  •  Community  •  Masterplan  •  Antipodes
Thematic perspective:  Unity  •  Expertise  •  Practice  •  Cause  •  Missions  •  Activism  •  Subjects  •  Lectures  •  Workshops  •  Pro Utilities™  •  Clubs
Spatial perspective:  Development and anchorage  •  Academic visits and fellowships  •  Outreach Seminars℠

Differentiation Manifesto

differentiation manifesto
Building Cultured Competence
Model — Inspired by Plato's Academy, Aristotle's Lyceum, and Renaissance humanism, Systems Planning℠ education is broad (e.g. methodology, culture, philosophy) as much as it is deep (e.g. science and/ or engineering specialisations) and delivered at a ‘human scale’ via worldwide networking and knowledge — i.e. ‘think globally, act locally’.
Experience — Guided by the insightful SF2™ vision, Systems Planning℠ has rare privileges such as working with visible and examinable reasoning, understanding, and knowledge, being able to ‘zoom in and out’ between specifics and the ‘big picture’, and coming to terms with change and uncertainty. This paves the way to the art of efficiency™.
Positioning — Mainstream schools take ‘non-system’ approaches to knowledge (e.g. data-based) and competences (e.g. single-track), and offer certificates of ‘ranked’ prestige. Fellow ‘system’ schools cut to the chase through analysis, simulation, and/ or creativity, but are not as comprehensive as Systems Planning℠ (e.g. problem structure).
Merit — Systems Planning℠ is to be appreciated by curious and uninhibited thinkers, passionate about perfection™, wishing to develop an ‘integrated multi-dimensional maturity’, or Haute Culture™, with a stance of unassuming confidence™. Merit lies in one’s attitude, ideas, competence, and conduct — i.e. their true preparation for life.

Holistic Hub   Haute Culture   Education

Testimonials:  The ‘Systems Thinking’ book  •  The ‘Building Competences’ book  •  The ‘Furthering EIA’ book  •  Workshops
Differentiation manifestos:  Education  •  Organisation field  •  Operation field  •  Design field
Simulated illustration:  ‘The sound of success’/ Competitive Advantage™

Intents

Classic Education
Competences to develop
education
Base skillsPrimer, action, acumen, communication
Competitive Advantage™Professional, personal, organisational
Haute Culture™Holistic development/ integrated multi-dimensional maturity
Integrated Knowledge
Knowledge to master
reading lists
Systems Planning℠Methodology, language, deployment
Subject matterSpecific to the interest of the students
IntegrationSubject matter in a dynamic view

Educational Activities (cf. full scope/ cf. empowerment)

Insight Lectures Outreach Seminars
Teaching: Scholarly exposition (T)
outreach
lectures
LecturesSeries of educational talks (e.g. praxis, theory)
SeminarsExplanatory/ motivational talks (e.g. academics, practitioners)
Specialist Workshops Scholarly Clubs
Training: Simulated environments (T)
clubs
workshops
Workshops — X-ray Pack™Entry-level training sessions
Workshops — Masterclass™Advanced-level training sessions
ClubsCulture/ integration events (e.g. art, philosophy, discourse)
Academic Mentoring Academic Activism
Contemplation: Guidance in a reflective mode (T, M)
outreach
mentoring
MentoringAcademic guidance — e.g. assignments, research
ActivismCommunity awareness — e.g. situations, resolutions   flag
Cognitive Coaching Boutique Consulting
Coaching/ Consulting: Guidance in a facilitative/ counselling mode (C)
support
projects
Praxis projectApplied R&D (e.g. selected case study, service contract)

Candidates

Youthful Minds
Initial conditions
youthful minds
Curiosityto understand ‘how things work’
Freedom(e.g. capacity, determination, authority) to ‘make things right’
Suitability Screening
Formal screening
youthful minds
ProfessionalsUnderstanding, order, autonomy
DocumentsArgument, method, language, references

Note

Alumni

Academic qualification — In contemporary ‘specialising’ educational systems, graduates are identified by their subject matter and implied competences — e.g. engineer (e.g. civil, mechanical) or scientist (e.g. mathematician, geneticist, physicist).

Professional qualification — Upon entering professional practice, some graduates disregard their academic specialisation (e.g. finance, law) in favour of their professional qualification (e.g. CPA, judge) — especially those required to pass professional body admission exams.

Holistic view — ‘Holistic’ alumni embrace all academic and professional specialisations, whether for collaboration or personal interests, and thus cross or bridge categories. This may confuse or even offend those who prefer rigid classifications.

Reference: Teaching technical folio

Notes:  Metrics  •  Editions  •  Copyright & licensing  •  Authors & readers  •  Software  •  Screening  •  Alumni  •  Class ethos  •  Academic advice  •  Activism  •  Sources  •  Pro bono

Competences — αρετή

Haute Culture
Competitive Advantage
Base skills
Quality At the apogée of holistic development, Systems Planning℠ creates, promotes, enjoys, and radiates an integrated multi-dimensional maturity designated as Haute Culture™ (Competences technical folio), which epitomises the art of efficiency™.

At a practical and focussed level, often associated with a specific subject matter, Systems Planning℠ puts the art of efficiency™ through its paces by means of a dynamic arrangement of capability and kudos designated as Competitive Advantage™.

These advanced levels depend on a groundwork of base skills, prepared with diligence (e.g. formal study, applications, mentoring). All three levels of competences, together with their dynamic relations, are shown in perspective in the personal development programme.

Haute Culture™

Integration
Integration — Holistic mindset and subject-matter approach
education
Human values and scale
Assimilated base skills
Coherent multi-subject knowledge
Deep and broad understanding
Rounded hands-on experience
Multi-dimensionality
Multi-dimensionality — Broad-spectrum capacity
expertise
Dynamic situations
Concurrent stakeholders
‘Structure-form-function’ views
‘System-process-plan’ perspectives
‘Science-engineering-humanities’ conventions
Maturity
Maturity — Intellectual sophistication
scholarly clubs
Clear, critical reasoning
Succinct, ad rem speaking
Concise, word-perfect writing
Emotional intelligence/ decorum
Constructive collaboration
Reference: Competences technical folio
Haute Culture  Syndicate
Efficiency/ The Cause Empowerment Outreach/ Missions Lectures/ Teaching
Academic Mentoring℠ Reading Lists Scholarly Clubs℠ Specialist Workshops℠
Praxis Support Base Skills Brand Uniqueness Quality Assurance
Junior Talent Holistic Hub

Competitive Advantage™   quotes (sim)

Professional Perfection
Professional Perfection™
Quality
Understanding significance, explanation, or cause
Intelligence to acquire and apply knowledge and skills
Refinement — clarification through transformations
Personal/ Team Fulfilment
Personal/ Team Fulfilment™
Mastery comprehensive knowledge and/ or skills
Confidence — self-assurance (re: own abilities, qualities)
Satisfaction from achievement (e.g. wishes, expectations)
Recognition for achievements, services, or abilities
Organisational Advancement
Organisational Advancement™
Streamlined structure — simplified, yet robust and effective
Fluid function — smoothly elegant/ graceful
Tuned form — adjusted to a particular purpose or situation
Reference: Competences technical folio

Quality:  Comprehensive Provisions  •  Reliability Standing  •  Competitive Advantage™  •  Operating Principles  •  R&D Style  •  Editorial Style  •  Teaching Style

Activity perspective: Workings — Competitive Advantage™

capability

Activity perspective:  Activities  •  Dynamics  •  Workings  •  Stance  •  Curiosity  •  Programme  •  Undertakings  •  Alternatives  •  SIG  •  Community  •  Masterplan  •  Antipodes
Thematic perspective:  Unity  •  Expertise  •  Practice  •  Cause  •  Missions  •  Activism  •  Subjects  •  Lectures  •  Workshops  •  Pro Utilities™  •  Clubs
Spatial perspective:  Development and anchorage  •  Academic visits and fellowships  •  Outreach Seminars℠

Simulated Illustration

quotes (sim)
The sound of success
Professional Perfection™ — “The RBP™ made us realise some important hidden assumptions [understanding]. After a few versions of the RBP™ we could see clearly our aims, leverage points, and their links [refinement]. Working with diagrams, we learned to think in a more organised and much more efficient manner [intelligence].”
Personal/ Team Fulfilment™ — “In the RBP™ we managed to establish the missing relations among the SWOT points [mastery]. By simulating the alternative strategies in the DCD™ we made a confident decision [confidence]. Discovering intelligent solutions to difficult problems is always rewarding [satisfaction]. And since true ‘out-of-the-box’ thinking is rare and difficult, we received praise for our achievements [recognition].”
Organisational Advancement™ — “With the help of the CPD™ we made our operations more agile [fluid function]. With the DCD™ we streamlined our institutional strategy [streamlined structure]. And with the help of the CPD™ we re-shaped our departments and their communication channels [tuned form].”

Competitive Advantage

Testimonials:  The ‘Systems Thinking’ book  •  The ‘Building Competences’ book  •  The ‘Furthering EIA’ book  •  Workshops
Differentiation manifestos:  Education  •  Organisation field  •  Operation field  •  Design field
Simulated illustration:  ‘The sound of success’/ Competitive Advantage™

Base Skills

primer
Primer
education
Be inquisitive and critical — ask ‘why?’ and ‘how?’
Be organised — master structure and method
Be meticulous — explain ‘with all the steps’
Be able to work conceptually and practically
action
Action
Be able to define a problem precisely
Be able to ‘see’ patterns and relationships
Be demanding to understand ‘how things work’
Be able to seek solutions creatively — beyond the obvious
acumen
Acumen
Be able to tell what is pertinent (and what is not) in each case
Be comfortable with assessment — know your references
Be clear about the decision-making model to use
Be bold enough to ‘stick to’ a decision
communication
Communication
Be aware of all the interested parties
Be receptive — ‘listen’ to everyone with attention
Be open about reasoning — draw all mental models
Be comfortable with all media — both classic and modern
Reference: Competences technical folio

Lectures — παιδεία, αρετή

Insight Lectures

extension   Haute Culture Systems Planning℠ Insight Lectures℠ are educational talks with perspectives of praxis (e.g. applications, experience) as well as abstraction (e.g. methodology, philosophy). Students are expected to relate their personal and/ or professional interests — e.g. science, management, organisation (v. professional fields and industries).

Lectures Subjects Classes Style Syllabi Reading Contact

Thematic perspective: Academic subjects

subjects

Activity perspective:  Activities  •  Dynamics  •  Workings  •  Stance  •  Curiosity  •  Programme  •  Undertakings  •  Alternatives  •  SIG  •  Community  •  Masterplan  •  Antipodes
Thematic perspective:  Unity  •  Expertise  •  Practice  •  Cause  •  Missions  •  Activism  •  Subjects  •  Lectures  •  Workshops  •  Pro Utilities™  •  Clubs
Spatial perspective:  Development and anchorage  •  Academic visits and fellowships  •  Outreach Seminars℠

Teaching Style

Active Learning
ActiveLearning™
Quality
Environment Class sessions
Intent Active student participation/ stakeholders
Roles Researchers, project managers, entrepreneurs
Live Revision
LiveRevision™
Environment Class sessions
Intent Interactive editorial assistance
Scope Report styling, text revision, technical illustrations
Case Project
CaseProject™
Environment Class sessions
Intent Student interest and engagement
Projects Focus case-studies (virtual or real)
Reference: Teaching technical folio

Quality:  Comprehensive Provisions  •  Reliability Standing  •  Competitive Advantage™  •  Operating Principles  •  R&D Style  •  Editorial Style  •  Teaching Style

Note

Class Ethos

The monetisation of education is capable of adulterating the spirit of learning and development. The following instances are indicative, to be considered and resolved personally or collectively.

  • Fee-paying students may come under the impression that they are purchasing a degree — are they?
  • The ‘interest’ of the class content and means of delivery may be responsibly indicated by the students
  • The ‘employability’ of the degree may be indicated by potential employers, but should not dictate the curriculum
  • Students must be aware of their standing and effort, but the assessment of their work or preparedness is the teacher’s job
  • The genuine ‘student experience’ has a generous dose of enthusiasm and drive for, as well as dedication to the academic work
Reference: Teaching technical folio

Notes:  Metrics  •  Editions  •  Copyright & licensing  •  Authors & readers  •  Software  •  Screening  •  Alumni  •  Class ethos  •  Academic advice  •  Activism  •  Sources  •  Pro bono

Spring 2019

Autumn 2018

Stand-by

Academic Mentoring℠ — παιδεία, αρετή

Academic Mentoring
Haute Culture Academic guidance in a reflective mode empowers the students in a profound and engaging way. Academic mentoring™ ranges from class assignments to dissertations and theses. The following lists provide starting points in complementary perspectives.

Mentoring Homework Research Writing Live Funding Contact

Note

Academic Advice

Being genuine in academia is classically cool:

  • Get involvedmoja-te!) to obtain first-hand knowledge
  • Don Quixote ‘realism’ is quite relevant to the academic mission
  • Good research takes time, part of which is to develop skills/ competences
  • Facts and information are good, but always seek (and check) one’s understanding
Reference: Quotes technical folio

Notes:  Metrics  •  Editions  •  Copyright & licensing  •  Authors & readers  •  Software  •  Screening  •  Alumni  •  Class ethos  •  Academic advice  •  Activism  •  Sources  •  Pro bono

Homework

Research

Writing

Live Resources

Specialist Workshops℠ — παιδεία, αρετή

Specialist Workshops
extension   Haute Culture Specialist Workshops℠ are short and focussed training sessions with immediate practical outcomes as well as cumulative contributions to Haute Culture™. Entry-level workshops focus on individual X-ray Packs™, while Masterclasses™ combine X-ray Packs™ to address advanced planning challenges. All sessions make use of Pro Utility™ maps and/ or procedures.
Workshops Folio Prospectuses Events Testimonials Preparation Contact

Workshop Arrangements

X-ray packs
X-ray Pack™ series
Systems School Type:Entry-level workshops
Focus:Individual X-ray Packs℠
Units:10
masterclasses
Masterclass™ series
Systems School Type:Advanced-level workshops
Focus:Planning challenges
Units:6
pro utilities
Pro Utility™ series
Systems School Type:Workshop artefacts
Focus 1:Maps — working structures
Focus 2:Procedures — improving on mainstream praxis
Units:10+3
Reference: Packs technical folio

Workshop Preparation

Methods and Techniques
SF2 SPM SPML

SF2™
— vision —

SPM™
— methodology —

SPML™
— language —

Deployment Suite

Workshops
visual diagramming executive management Graphviz

— visual diagramming —

— executive management —

— graph layout —

Deployment suites:  Undertakings  •  Document Publishing  •  Web Publishing  •  Software Publishing  •  Specialist Workshops™  •  Scholarly Clubs™

Deployment Routines

Moderated Group Modelling
Concepts OmniGraffle TexShop
PDF Expert

draft model

exploration

typesetting

proofreading

Document-based Modelling
PDF Expert Concepts OmniGraffle TexShop
PDF Expert

original text

extracted model

exploration

typesetting

proofreading

Deployment routines:  Undertakings  •  Document Production  •  Web Media Production  •  Software Production  •  Workshops  •  Club Events

Workshop Series

X-ray Pack™ Series
Reverse Blueprints Hierarchical Structures Decision Logic

Reverse Blueprints™
— system structure/ function —

Hierarchical Structures™
— entity arrangements —

Decision Logic™
— reasoning protocols —

Process Profile Plan Workings Efficiency Assessment

Process Profile™
— operation protocols —

Plan Workings™
— the content of action proposals —

Efficiency Assessment™
— objective referencing —

Strategy Board Impact Tracing Graphical Narrative

Strategy Board™
— positioning on an situation —

Impact Tracing™
— how impacts arise —

Graphical Narrative™
— story/ account diagramming —

Creative Hypothesis

Creative Hypothesis™
— formulation of hypotheses —

Reference: Packs technical folio
Masterclass™ Series
Insight/ Innovation Growth/ Maturity Efficiency at Work

Insight/ Innovation™
— mastering situations —

Growth/ Maturity™
— mastering systems —

Efficiency at Work™
— mastering processes —

Indicators/ Indices Impact Mitigation Decision Making

Indicators/ Indices™
— mastering systems —

Impact Mitigation™
— mastering systems/ action —

Decision Making™
— mastering situations/ action —

Reference: Packs technical folio
Pro Utility™ Series — Maps
System Maps Hierarchy Maps Decision Maps Process Maps Strategy Maps

System Maps™
— RBP —

Hierarchy Maps™
— HBS —

Decision Maps™
— DCD with DMA —

Process Maps™
— CPD, EPD, PPD, TCD —

Strategy Maps™
— DCD —

Efficiency Maps Situation Maps Impact Maps Storytelling Maps Sapience Maps

Efficiency Maps™
— DCD with EFI —

Situation Maps™
— RBP with XPD —

Impact Maps™
— RBP/ DCD —

Storytelling Maps™
— RBP, CPD, DCD —

Sapience Maps™
— RBP with XPD —

Pro Utility™ Series — Procedures
Viewport Design Process Layout Graphic SWOT EIA Light

Viewport Design™
— system management —

Process Layout™
— action/ state sequencing —

Graphic SWOT™
— standing/ roadmapping —

EIA Light™
— impact dynamics —

Reference: Packs technical folio

Thematic perspective: Pro Utilities™

pro utilities

Activity perspective:  Activities  •  Dynamics  •  Workings  •  Stance  •  Curiosity  •  Programme  •  Undertakings  •  Alternatives  •  SIG  •  Community  •  Masterplan  •  Antipodes
Thematic perspective:  Unity  •  Expertise  •  Practice  •  Cause  •  Missions  •  Activism  •  Subjects  •  Lectures  •  Workshops  •  Pro Utilities™  •  Clubs
Spatial perspective:  Development and anchorage  •  Academic visits and fellowships  •  Outreach Seminars℠

Cooperations

CITTA
Research Centre for Territory, Transports and Environment (CITTA)
InstitutionFaculty of Engineering, University of Porto (FEUP)
AddressRua Dr. Roberto Frias, 4200–465 Porto, Portugal
Systems Planning℠ anchorA. Perdicoulis (since 2010)
Oxford Brookes University
Oxford Brookes University (OBU)
DivisionOxford Institute for Sustainable Development (OISD)
AddressHeadington Campus, Gipsy Lane, Oxford OX3 0BP, UK
Systems Planning℠ anchorA. Perdicoulis (since 2007)
UTAD
University of Trás-os-Montes e Alto Douro (UTAD)
DivisionDepartment of Engineering, School of Science and Technology (ECT)
AddressQuinta dos Prados, 5000–801 Vila Real, Portugal
Systems Planning℠ anchorA. Perdicoulis (since 1997)

Workshop Events

Forthcoming
Workshops
Past
Workshops
Workshop
Preparation
Deployment
Suite

Forthcoming Workshops

Past Workshops

quotes
Testimonials
“Incrível! A utilidade que esta formação nos ofereceu, com trabalho nosso, podemos simplificar todos os processos chaves da USC. Muito agradado com a capacidade do Professor explicar e tornar isto ‘fácil’.”

USC team member — Process Profile™ Workshop


“Formação bastante interessante, que vai permitir à USC dar um passo em frente no que toca ao mapeamento dos nossos processos, que era uma das coisas em falta na minha opinião.”

USC team member — Process Profile™ Workshop


“Recomendaria a formação aos membros, que estariam ligados directamente ao mapeamento e aos directores de departamentos. Dessa maneira eles próprios confirmariam se o processo está a ser bem executado e quem sabe, repensar a forma com são executados, caso seja possível. Assim a optimizar cada vez mais os processos.”

USC team member — Process Profile™ Workshop

Testimonials:  The ‘Systems Thinking’ book  •  The ‘Building Competences’ book  •  The ‘Furthering EIA’ book  •  Workshops
Differentiation manifestos:  Education  •  Organisation field  •  Operation field  •  Design field
Simulated illustration:  ‘The sound of success’/ Competitive Advantage™

X-ray Packs™

Reverse Blueprints™

Reverse Blueprints
Workshop
Viewport Design   System Maps Description:Gives a visual form to mental models of ‘how things are’ or ‘how things work’, and thus helps gain understanding about assumptions and knowledge (or lack thereof) regarding the dynamic structure and function of the object of interest — e.g. an un-documented system.
Prospectus:Reverse Blueprints™
Technical Folio:Packs
Pro Utilities™
system System Maps™— dynamic structure and function of systems (RBP)
Viewport Design™— creating dynamic constructs (e.g. cockpits, dashboards) for system conduct
Concise reading list
Cockpit Wiringproject reportViewport Design™
Rebirth of the newspaperSystems Planner, №33
The city as a systemSystems Planner, №16
Recreating established systemsSystems Planner, №10
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010
Applied R&D Projects
Cockpit WiringViewport Design™

Hierarchical Structures™

Hierarchical Structures
Workshop
Hierarchy Maps Description:Gives a visual form to mental models of ‘how entities relate’ in terms of order or hierarchy, and thus helps gain understanding about assumptions and knowledge (or lack thereof) regarding the hierarchical structure of the object of interest — e.g. an un-documented system.
Prospectus:Hierarchical Structures™
Technical Folio:Packs
Pro Utility™
system Hierarchy Maps™— entity relations in terms of order or hierarchy (HBS)
Concise reading list
Top down, bottom-up, or sideways?Systems Planner, №42
Verbs of essenceSystems Planner, №29
Hierarchical breakdown structuresSystems Planner, №23
The ‘Building Competences’ bookPerdicoulis, 2011

Decision Logic™

Decision Logic
Workshop
Decision Maps Description:Expresses graphically the way we reason to reach our decisions as an ‘information flow protocol’, and thus helps find out any reasoning flaws or un-necessary shortcuts — quite important when responsibility is high, such as in competitive environments or in the public domain.
Prospectus:Decision Logic™
Technical Folio:Packs
Pro Utility™
plan Decision Maps™— full plan (DCD) with decision model analysis™ (DMA) information flows
Concise reading list
Sign complexitySystems Planner, №44
The making of strategySystems Planner, №30
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Process Profile™

Process Profile
Workshop
Process Layout   Process Maps Description:Expresses graphically ‘how things are done’ — e.g., the preparation of plans or projects. Once documented, processes can be checked and optimised for pathways, resource use, and outcomes — crucial in cases of high responsibility.
Prospectus:Process Profile™
Technical Folio:Packs
Pro Utility™
process Process Maps™— concise (CPD), extended (EPD), personalised (PPD)
Special cases: transaction chains (TCD); information flow (IFD)
Process Layout™— sequential documentation of processes in a diagrammatic form
Highlights
Inaugural session:USC, 2018 DEC 07
Applied R&D Projects
Bit CultureProcess Layout™
LDF TransformProcess Layout™
Concise reading list
Academic mobilitySystems Planner, №41
Alternative views of the processSystems Planner, №36
Diagramming an EIA processSystems Planner, №27
Personalised process diagramsSystems Planner, №19
Extended process diagramsSystems Planner, №18
System to processSystems Planner, №12
‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Plan Workings™

Plan Workings
Workshop
Strategy Maps Description:Expresses graphically the content of ‘action proposals’ (e.g. public and private plans, policies, and strategies) regarding the relations between concerns, objectives, action, and outcomes, and thus facilitates the preparation and verification of both their structure and content.
Prospectus:Plan Workings™
Technical Folio:Packs
Pro Utility™
plan Strategy Maps™— action proposals (e.g. plans, policies, strategies) in a diagrammatic form (DCD)
Concise reading list
HEI EnhancementProject Report, 2017
AAP OverhaulProject Report, 2016
System to strategySystems Planner, №11
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Efficiency Assessment™

Efficiency Assessment
Workshop
Efficiency Maps Description:Juxtaposes internal elements of ‘action proposals’ (e.g. plans, policies, strategies) to figure out their effectiveness (Z–Z′), fulfilment of outcome (Y–Z′), and overall efficiency (Z–X–Z′), which facilitates their comprehension and application.
Prospectus:Efficiency Assessment™
Technical Folio:Packs
Pro Utility™
plan Efficiency Maps™— full plan (DCD) with efficiency assessment™ (EFI) mark-up
Concise reading list
Reaching deeper into employee performanceEfficiency, №4
The backstage of performanceSystems Planner, №35
Practical example (Viridor)Efficiency, №3
Practical example (Porto)Efficiency, №2
The ‘Efficiency’ journalEfficiency, №1
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Strategy Board™

Strategy Board
Workshop
Graphic SWOT   Situation Maps Description:Adds concerns and commitments to the mental model of the system of interest (RBP) from distinct points of view (stakeholders), and thus facilitates the conception of strategy and creation of action proposals (DCD) in a negotiated manner.
Prospectus:Strategy Board™
Technical Folio:Packs
Pro Utilities™
system Situation Maps™— working grounds (RBP) for preparing strategy in ‘XYZ’ notation
Graphic SWOT™— element standing and roadmap analysis in SWOT notation
Applied R&D Projects
AAP Overhaul — Plan review and revision
Concise reading list
Preparing for a SWOT exerciseSystems Planner, №43Graphic SWOT™
AAP Overhaulproject report
Developing strategy from a ‘foundation’ RBPSystems Planner, №38
The foundation of strategySystems Planner, №37
A strategy board for impact assessmentSystems Planner, №15Graphic SWOT™
System to strategySystems Planner, №11Graphic SWOT™
Safeguarding SWOTSystems Planner, №6Graphic SWOT™
‘Indicators in planning’Perdicoulis and Glasson, 2011
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Impact Tracing™

Impact Tracing
Workshop
EIA Light   Impact Maps Description:Expresses graphically how the impacts are likely (or thought) to arise from the proposed action, and thus facilitates the construction, understanding, and verification of the causal argument in environmental impact statements in comparison to the classic text option.
Prospectus:Impact Tracing™
Technical Folio:Packs
Pro Utilities™
system   plan Impact Maps™— causal pathways from actions to impacts (RBP/ DCD)
EIA Light™— EIA argumentation with Impact Map™ storyboards (RBP/ DCD)
Highlights
Inaugural session:FEUP, 2012 DEC 05
Applied R&D Projects
Foz Tua power linesEIA Light™
Concise reading list
Impacts technical folioEIA Light™
Registering cumulative effects in DCDsSystems Planner, №28
Impact tracingSystems Planner, №7EIA Light™
The ‘Causality in EIA’ articlePerdicoulis and Glasson, 2012
The ‘Systems Thinking’ bookPerdicoulis, 2010
The ‘EIA premise’ articlePerdicoulis and Glasson, 2009

Graphical Narrative™

Graphical Narrative
Workshop
Storytelling Description:Turns stories or accounts into appropriate diagrams — e.g. situations (RBP); courses of action (CPD); plots (DCD) — and thus facilitates the understanding of dynamic structure, function, causality, inter alia, which provides a richer experience with the narrative.
Prospectus:Graphical Narrative™
Technical Folio:Packs
Pro Utility™
system   process   plan Storytelling Maps™— systems view (RBP), process view (CPD), plan view (DCD)
Scholarly Clubs℠
The Writing Club℠
The Speech Club℠
Concise reading list
Daedalus and PerdixFables, №4
The Fox and the GrapesFables, №3
The Spendthrift and the SwallowFables, №2
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Creative Hypothesis™

Creative Hypothesis
Workshop
Sapience Description:Explores the formulation of hypotheses — e.g. potential solutions to problems, explanations to phenomena, answers to questions, or ideas for innovation — and improves decision-making through the understanding to create these options.
Prospectus:Creative Hypothesis™
Technical Folio:Packs
Pro Utility™
system Sapience Maps™— reverse blueprints (RBP) with appropriate mark-up (e.g. ‘XYZ’)
Concise reading list
Developing strategy from a ‘foundation’ RBPSystems Planner, №38
The foundation of strategySystems Planner, №37
UncookingXV Games, №3
The ‘Application manual’Systems Planner, №2
The ‘Systems Thinking’ bookPerdicoulis, 2010

Masterclasses™

Insight/ Innovation™

Insight/ Innovation
Masterclass
Graphical Narrative   Creative Hypothesis Description:Training to form insight and/ or innovation through exploration and understanding of situations.
Milestones:Target situation; dynamic analysis; prospective vision; imaginative scenarios; action plan
Modules: Graphical Narrative™ [story/ account diagramming]; Creative Hypothesis™ [formulation of hypotheses]

Growth/ Maturity™

Growth/ Maturity
Masterclass
Reverse Blueprints   Creative Hypothesis Description:Training to conceive growth and/ or maturity through exploration and understanding of systems.
Milestones:Target system; dynamic analysis; prospective vision; imaginative scenarios; action plan
Modules: Reverse Blueprints™ [system structure/ function]; Creative Hypothesis™ [formulation of hypotheses]

Efficiency at Work™

Efficiency at Work
Masterclass
Efficiency Assessment   Process Profile Description:Training to achieve efficiency at work through exploration and understanding of processes.
Milestones:Target process; efficiency issues; causal understanding; potential solutions; action plan
Modules: Efficiency Assessment™ [objective referencing]; Process Profile™ [operation protocols]
Highlights
Inaugural session:UTAD, 2018 JUL 02–03

Indicators/ Indices™

Indicators/ Indices
Masterclass
Reverse Blueprints   Strategy Board Description:Training to appropriately use indicators and/ or indices through exploration and understanding of systems.
Milestones:Target system; aggregation levels; indicator sets; element dynamics; computational views
Modules: Reverse Blueprints™ [system structure/ function]; Strategy Board™ [positioning on a situation]
Highlights
Innovation Masterclass:Porto Business School (PBS), 2019 FEB 16

Impact Mitigation™

Impact Mitigation
Masterclass
Impact Tracing   Reverse Blueprints Description:Training to conceive impact mitigation through exploration and understanding of systems and/ or action.
Milestones:Target system; target plan; side effects; individual mitigation; compound mitigation; scenario simulation
Modules: Impact Tracing™ [how impacts arise]; Reverse Blueprints™ [system structure/ function]

Decision Making™

Decision Making
Masterclass
Decision Logic   Plan Workings Description:Training to enhance decision making through exploration and understanding of situations and/ or action.
Milestones:Target stakeholder; target situation; target plan; decision model; decision options
Modules: Decision Logic™ [reasoning protocols]; Plan Workings™ [the content of action proposals]

Scholarly Clubs℠ — παιδεία, αρετή

Scholarly Clubs
extension   Haute Culture Being holistic in its essence, Systems Planning℠ goes to great lengths to build culture beneath technique™ — i.e. an Haute Culture™ — and the Scholarly Clubs℠ (Clubs technical folio) extend and reinforce the planning competences in this sense.
Scholarly Folio Agenda Events Cooperations Contact
Scholarly Clubs℠
The Classics Club The Drawing Club The Typography Club The Writing Club The Speech Club

The Classics Club™

The Drawing Club™

The Typography Club™

The Writing Club™

The Speech Club™

Cooperations

UTAD
University of Trás-os-Montes e Alto Douro (UTAD)
DivisionDepartment of Engineering, School of Science and Technology (ECT)
AddressQuinta dos Prados, 5000–801 Vila Real, Portugal
Systems Planning℠ anchorA. Perdicoulis (since 1997)
Casa de Mateus
Fundação Casa de Mateus (FCM)
LocationVila Real, Portugal
FunctionCo-organisation, ‘Ciclo de Conversas sobre Ciência e Cultura’, in cooperation with UTAD
Systems Planning℠ interfaceThe Classics Club℠
1st Series — 2013–2014A. Rodrigues (FCM), E. Henriques, A. Perdicoulis, and L. Roçadas (UTAD)
2nd Series — 2014–2015A. Rodrigues (FCM), E. Henriques, and A. Perdicoulis (UTAD)
IICM
Instituto Internacional Casa de Mateus (IICM)
LocationVila Real, Portugal
FunctionCo-organisation, ‘Ciclo de Conversas sobre Arte, Ciência e Cultura’, in cooperation with UTAD
Systems Planning℠ interfaceThe Classics Club℠
3rd Series — 2015–2016T. Albuquerque (IICM), E. Henriques, A. Perdicoulis (UTAD), and R. Merrill (UMinho)
4th Series — 2016–2017T. Albuquerque (IICM), E. Henriques, A. Perdicoulis (UTAD), and R. Merrill (UMinho)
5th Series — 2017–2018T. Albuquerque (IICM), E. Henriques, and A. Perdicoulis (UTAD)
Guest Speakers/ Instructors
A. Belém Lima J. Cardoso Rosas E. Henriques J. Meirinhos
T. Nunes da Ponte A. Perdicoulis T.A. Perdicoulis

Club Events

Seasonal
Club Events
Past
Club Events
Club Event
Preparation

Club Event Preparation

Resources
holistic hub reading deployment

Holistic Hub

Reading Lists

Deployment

Deployment Suites

Writing
ebooks LaTeX and TikZ Markdown

— e·books —

— digital typesetting —

— text markup —

Typography
ebooks LaTeX and TikZ HTML and CSS Markdown

— e·books —

— digital typesetting —

— web development —

— text markup —

Drawing
LaTeX and TikZ artwork Graphviz visual diagramming executive management

— digital typesetting —

— artwork —

— graph layout —

— visual diagramming —

— executive management —

Deployment suites:  Undertakings  •  Document Publishing  •  Web Publishing  •  Software Publishing  •  Specialist Workshops™  •  Scholarly Clubs™

Deployment Routines

e·Book Writing
DevonAgent Pro article database MultiMarkdown Composer dictionary Scrivener
Books

research

draft

typesetting

proofreading

Article Writing
DevonAgent Pro article database MultiMarkdown Composer dictionary TexShop
PDF Expert

research

draft

typesetting

proofreading

Typeset Artwork Creation
DevonAgent Pro Concepts TexShop
PDF Expert Pixelmator Pro

research

draft

typesetting

proofreading

export

Deployment routines:  Undertakings  •  Document Production  •  Web Media Production  •  Software Production  •  Workshops  •  Club Events

Seasonal Club Events

Past Club Events

The Classics Club℠

The Classics Club
Haute Culture CategorySpecial interest group (SIG)
ReferenceClubs technical folio
AgendaClassics
Contact A. Perdicoulis
Sources (selection)
Aristotle, Metaphysics
Aristotle, Categories
Aristotle, Ethics
Aristotle, Politics
Aristotle, The Athenian Constitution
Plato, The Republic
T. More, Utopia
L.A. Verney, Verdadeiro Metodo de Estudar
Cooperations
Ciclo de Conversas sobre Arte, Ciência e Cultura, 2015–2016   IICM
Ciclo de Conversas sobre Ciência e Cultura, 2013–2014 & 2014–2015   FCM
Editorials (selection)
A. D’Souza (29 OCT 2014) The next generation of tech talent needs to be educated in history, classics and languagesThe Telegraph — Education
E. Hall (20 JUN 2015) Classics for the people — why we should all learn from the ancient GreeksThe Guardian — Classics
Essays (selection)
The luxurious state, oestros №20
On quality, oestros №10
Shadow measurements, oestros №9
The sum of the parts, oestros №6
Events (selection)
Modern Ethics — J. Cardoso Rosas, 2016
Aristotelian Ethics — J. Meirinhos, 2015
Shadows — A. Perdicoulis, 2015
Verney’s study method — A. Perdicoulis, 2014

The Drawing Club℠

The Drawing Club
artwork   OmniGraffle   LaTeX and TikZ   executive management   Graphviz CategorySpecial interest group (SIG)
ReferenceClubs technical folio
AgendaDrawing
Contact A. Perdicoulis
External references
Graphviz— visualisation software
Texample.net— TikZ examples
TeX StackExchange— Q&A
Events (selection)
Kites: design and construction— UTAD Junior, 2016
Technical illustration for engineering projects— A. Perdicoulis, TBA

The Typography Club℠

The Typography Club
LaTeX and TikZ   HTML and CSS   MD   ebooks CategorySpecial interest group (SIG)
ReferenceClubs technical folio
AgendaTypography
Contact A. Perdicoulis
External references
TeX at StackExchange — LaTeX Q&A
CSS Zen Garden — CSS design
CSS Tricks — CSS techniques
Lea Verou — front-end web development
W3C — HTML and CSS authority
Font Squirrel — fonts
Starter files — training (.tex, .md, html, css, js)
Pinterest — search for ‘typography’, ‘web’, ‘print’, etc.
Document Designs™
Octavo book designTEX
Concise assignmentTEX
Extended assignmentTEX
eBook 3 design (e.g. EPUB·3)
Graphics posterArtwork folio
Events (selection)
Report styling for engineering projects — A. Perdicoulis, TBA

The Writing Club℠

The Writing Club
Graphical Narrative CategorySpecial interest group (SIG)
ReferenceClubs technical folio
AgendaWriting
Contact A. Perdicoulis
Lab journals
ETYMOS concept lab
Technical folios
Invention
Reports
Assessment
References
Practicum
Search
Cataloguing
Ailments
Science
Events (selection)
Text revision for engineering projects — A. Perdicoulis, TBA

The Speech Club℠

The Speech Club
Graphical Narrative CategorySpecial interest group (SIG)
ReferenceClubs technical folio
AgendaSpeech
Contact A. Perdicoulis
Technical folios
Invention
Reports
Assessment
References
Practicum
Ailments
Science

Reading Lists — γνώση, παιδεία

Haute Culture Systems Planning℠ compiles a number of reading lists, sorted by their publication media (e.g. books, articles), including special Systems Planning℠ publications. The suggested reading provides sources of knowledge on specific subjects, as well as material for broadening one’s horizons.

Reading Lists Books Journals Articles Repositories Notes Guidelines

Note

Sources

Content — The transmission of knowledge per se relies on reader experience. The ideal content of scholarly publications (mainly articles and books) is explanations that yield understanding (e.g. processes, causal mechanisms), which demands curiosity and hard work. Data (i.e. facts/ objective reality) and information (i.e. interpretation/ meaning) are ‘raw’ sources with limited intrinsic value for the advancement of science.

Consultation — The mainstream scholarly (or ‘scientific’) publications extend to all fields of human knowledge, are usually produced and distributed by commercial publishers, and are abstracted, indexed, and/ or ranked for various purposes by affiliated or independent companies. Regardless of publisher repute, indexing, or classification, all publications (e.g. articles, books) should be consulted with a critical spirit.

Appropriateness — Demeaning pressures and delusive attractions in scholarly R&D are likely to result in inferior quality publications (e.g. ‘filler’ articles) and conjectural knowledge (e.g. hasty or generic conclusions), both of which are unsuitable for further research. It is the duty of the researcher to identify and exclude the inappropriate publications, and the duty of the editors and publishers to not let this happen in the first place.

Aggregation — In the recent past, libraries were the important aggregators of scholarly publications (e.g. periodicals, books), valued for their physical collections. Modern scholarly publications are aggregated in online distribution networks created by the publishers and/ or indexing companies. Commercial ventures are centralised and thus become more visible and/ or popular, while independent publishers (e.g. departments, schools) generally adopt a more modest standing.

Reference: Research technical folio

Notes:  Metrics  •  Editions  •  Copyright & licensing  •  Authors & readers  •  Software  •  Screening  •  Alumni  •  Class ethos  •  Academic advice  •  Activism  •  Sources  •  Pro bono

Books

The books are divided into categories in relation to Systems Planning℠: essential, extension, foundation, historical, dictionaries/ reference, and technical/ engineering volumes. Reading books requires a great deal of our precious time and attention, but it is definitely worthwhile.

Essential

Systems Thinking book
Edward Elgar Perdicoulis, A. (2010) Systems Thinking and Decision Making in Urban and Environmental Planning. Cheltenham: Edward Elgar.

ISBN: 978-1-84980-384-7 (HB)
Building Competences book
Routledge Perdicoulis, A. (2011) Building Competences for Spatial Planners: Methods and Techniques for Performing Tasks with Efficiency. London: Routledge.

ISBN: 978-0-415-59456-1 (SB)
ISBN: 978-0-415-59454-7 (HB)
Furthering EIA book
Edward Elgar Perdicoulis, A., B. Durning, and L. Palframan [Eds.] (2012) Furthering Environmental Assessment: Towards a Seamless Connection between EIA and EMS. Cheltenham: Edward Elgar.

ISBN: 978-0-85793-327-0 (HB)
Academic Life
Perdicoulis Publishing Perdicoulis, A. (2013) Academic Life. Perdicoulis Publishing: Book Division, Scholarly Essay Series.
Project Management
Perdicoulis Publishing Perdicoulis, A. (2015) Project Management. Perdicoulis Publishing: Book Division, Praxis Primer Series.
Research Communication
Perdicoulis Publishing Perdicoulis, A. (2015) Research Communication. Perdicoulis Publishing: Book Division, Advanced Companion Series.
Organisation Governance
Perdicoulis Publishing Perdicoulis, A. (2016) Organisation Governance. Perdicoulis Publishing: Book Division, Advanced Companion Series.

Extension

Foundation

Historical

Dictionaries/ Reference

Technical/ Engineering

Journals

This collection includes Systems Planning℠’s own ‘lab’ journals, as well as conventional journals recommended by CITTA and/ or OISD.

Essential

Systems Planner
Systems Planner
Perdicoulis Publishing Designation‘Practice lab’
ContentMethodological notes and commented examples
Established2011
ISSN2182-8091
ETYMOS
ETYMOS
Perdicoulis Publishing Designation‘Concept lab’
ContentConcept profiles from the wider scientific/ epistemic domain
Established2012
ISSN2182-8105
oestros
oestros
Perdicoulis Publishing Designation‘Community lab’
ContentIssues of science and society
Established2012
ISSN2182-8113
XV Games
XV Games
Perdicoulis Publishing Designation‘Junior lab’
ContentProblems and solutions, in a way similar to chess or card games
Established2012
ISSN2182-8121
Visions
Visions
Perdicoulis Publishing Designation‘Inception lab’
ContentNarratives between ideals and reality
Established2013
ISSN2183-1459
Efficiency
Efficiency
Perdicoulis Publishing Designation‘Competence lab’
ContentShowcase of efficient practice across fields
Established2013
ISSN2183-1440
Fables
Fables
Perdicoulis Publishing Designation‘Storytelling lab’
ContentFables with technical illustrations
Established2014
ISSN2183-3591
Bites
Bites
Perdicoulis Publishing Designation‘Quality lab’
ContentThe inherent properties of substance
Established2014
ISSN2183-4024

Listing (L→R): Journal; Publisher

Extension I: ‘ISI’

Listing (L→R): Journal; Publisher

Extension II: non-‘ISI’ A

Listing (L→R): Journal; Publisher

Extension III: non-‘ISI’ B

Articles

Articles are divided in three sets: essential for Systems Planning℠, foundation articles, and community articles about the conduct of science. The following ‘showcase’ presents a selection that may be useful for beginners in Systems Planning℠.

Selection

causality in EIA indicators in planning causality premise

‘Causality in EIA’
(2012)

‘Indicators in planning’
(2011)

‘Causality premise’
(2009)

EIA-EMS integration causality in SEA causal networks

‘EIA–EMS integration’
(2007)

‘Causality in SEA’
(2007)

‘Causal networks’
(2006)

Essential

Foundation

Conduct of Science

Scholarly Repositories

The following selection includes scholarly repositories with direct relevance to Systems Planning℠, as well as broader-scope public-access repositories. Private repositories are added by permission of their maintainers.

Listing (L→R): Repository; Host/ Maintainer; Scope

Selection

Lecture Notes

The following selection includes older support material for academic lectures (in Portuguese). More recent material (in English) can be found in books and journals, and is typically detailed in the class syllabi.

Strategic Planning Text
UTAD Perdicoulis, A. (2002) Planeamento Estratégico. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 183.

ISBN: 972-669-507-4
Strategic Planning Lab
UTAD Perdicoulis, A. (2002) Práticas de Planeamento Estratégico. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 178.

ISBN: 972-669-488-4
Environmental Impact Text
UTAD Perdicoulis, A. (2002) Metodologia de Estudo e Previsão do Impacte Ambiental. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 181.

ISBN: 972-669-509-0
Environmental Impact Lab
UTAD Perdicoulis, A. (2001) Práticas de Metodologia de Estudo e Previsão do Impacte Ambiental. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 159.

ISBN: 972-669-448-5
Environmental Modelling Text
UTAD Perdicoulis, A. (2002) Modelação Ambiental. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 182.

ISBN: 972-669-508-2
Environmental Modelling Lab
UTAD Perdicoulis, A. (2002) Práticas de Modelação Ambiental. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 177.

ISBN: 972-669-489-2
Population Dynamics Lab
UTAD Perdicoulis, A. (2001) Práticas de Dinâmica das Populações. Vila Real: UTAD, Série Didáctica, Ciências Aplicadas, 160.

ISBN: 972-669-449-3

Guidelines

National legislation, EU directives, and ISO norms — to name but a few — provide guidelines for work: some stronger than others, and all subject to interpretation. The following lists contain selected material (mainly for teaching purposes) that is by no means exhaustive, not necessarily representative of each category, and not necessarily completely up to date — although efforts are always made in this sense.

National Legislation [PT]

EU Directives

ISO Norms

systemsplanning.org