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Part I A Frame of Reference for Systemic Decision Making |
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3 | (14) |
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3 | (1) |
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4 | (10) |
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5 | (1) |
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6 | (1) |
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7 | (1) |
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8 | (1) |
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1.2.5 Type I and Type II Errors |
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9 | (1) |
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9 | (1) |
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10 | (1) |
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11 | (3) |
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14 | (1) |
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15 | (2) |
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17 | (18) |
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2.1 A Brief Introduction to Complexity |
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17 | (4) |
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2.1.1 Understanding Complexity |
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17 | (2) |
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2.1.2 The Machine Age and the Systems Age |
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19 | (2) |
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2.2 Dealing with Systems Age Messes |
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21 | (3) |
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2.2.1 Scientific Approaches to Complex Problems |
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21 | (1) |
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2.2.2 Perspectives in Complex Problems |
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22 | (2) |
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2.3 Holistic Understanding |
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24 | (2) |
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26 | (3) |
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29 | (3) |
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32 | (1) |
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32 | (3) |
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35 | (20) |
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3.1 A Brief Background of Systems Approaches |
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35 | (5) |
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3.2 What Is Systemic Thinking? |
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40 | (8) |
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41 | (1) |
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41 | (1) |
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3.2.3 Mathematical Formulation |
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42 | (1) |
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43 | (1) |
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3.2.5 Underlying Philosophy |
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44 | (2) |
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46 | (1) |
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46 | (1) |
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47 | (1) |
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48 | (1) |
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3.3 A Multimethodology for Systemic Decision Making |
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48 | (3) |
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51 | (1) |
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52 | (3) |
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55 | (46) |
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55 | (1) |
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4.2 Historical Roots of Systems Theory |
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56 | (4) |
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4.2.1 General Systems Theory |
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56 | (1) |
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4.2.2 Living Systems Theory |
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57 | (1) |
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4.2.3 Mathematical Systems Theory |
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57 | (1) |
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58 | (1) |
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4.2.5 Social Systems Theory |
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59 | (1) |
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4.2.6 Philosophical Systems Theory |
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59 | (1) |
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4.2.7 Historical Roots of Systems Theory Summary |
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60 | (1) |
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60 | (3) |
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63 | (5) |
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63 | (1) |
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64 | (1) |
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65 | (2) |
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67 | (1) |
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68 | (2) |
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68 | (1) |
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69 | (1) |
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70 | (1) |
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70 | (3) |
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4.6.1 Equifinality and Multifinality |
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70 | (1) |
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71 | (1) |
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72 | (1) |
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4.7 The Operational Axiom |
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73 | (4) |
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4.7.1 Dynamic Equilibrium |
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73 | (1) |
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73 | (1) |
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4.7.3 Basins of Stability |
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74 | (1) |
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75 | (1) |
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4.7.5 Homeostasis and Homeorhesis |
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75 | (1) |
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76 | (1) |
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77 | (1) |
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77 | (10) |
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4.8.1 Viability Principle |
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78 | (6) |
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84 | (1) |
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4.8.3 Requisite Hierarchy |
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84 | (1) |
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85 | (1) |
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85 | (2) |
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87 | (3) |
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4.9.1 Requisite Parsimony |
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87 | (1) |
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87 | (1) |
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4.9.3 Minimum Critical Specification |
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88 | (1) |
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88 | (2) |
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4.10 The Information Axiom |
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90 | (3) |
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4.10.1 Information Redundancy |
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90 | (1) |
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4.10.2 Principle of Information Channel Capacity |
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91 | (1) |
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4.10.3 Principle of Information Entropy |
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91 | (1) |
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4.10.4 Redundancy of Potential Command |
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92 | (1) |
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4.10.5 Information Inaccessibility |
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93 | (1) |
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93 | (1) |
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94 | (7) |
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5 Complex Systems Modeling |
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101 | (30) |
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101 | (1) |
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102 | (1) |
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103 | (4) |
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5.4 Fuzzy Cognitive Mapping |
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107 | (4) |
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5.5 A Framework for FCM Development |
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111 | (7) |
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5.5.1 Step 1: Clarification of Project Objectives and Information Needs |
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112 | (1) |
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5.5.2 Step 2: Plans for Knowledge Elicitation |
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113 | (1) |
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5.5.3 Step 3: Knowledge Capture |
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113 | (3) |
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5.5.4 Step 4: FCM Calibration and Step 5: Testing (Step 5) |
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116 | (1) |
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5.5.5 Step 6: Model Use and Interpretation |
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117 | (1) |
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5.6 Example FCM Application |
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118 | (5) |
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123 | (1) |
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124 | (7) |
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Part II Thinking Systemically |
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6 The Who of Systemic Thinking |
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131 | (26) |
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131 | (3) |
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6.2 Brainstorm Stakeholders |
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134 | (2) |
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6.3 Classify Stakeholders |
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136 | (2) |
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6.4 Evaluate Stakeholder Attitudes |
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138 | (5) |
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6.5 Map Stakeholder Objectives |
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143 | (1) |
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6.6 Determine Stakeholder Engagement Priority |
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144 | (4) |
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6.7 Develop a Stakeholder Management Plan |
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148 | (1) |
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149 | (1) |
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6.9 Framework for Addressing Who in Messes and Problems |
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150 | (1) |
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150 | (5) |
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6.10.1 Example Stakeholder Brainstorming |
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151 | (1) |
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6.10.2 Example Stakeholder Classification |
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151 | (1) |
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6.10.3 Example Stakeholder Attitude Evaluation |
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152 | (1) |
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6.10.4 Example Stakeholder Objective Mapping |
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152 | (1) |
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6.10.5 Example Stakeholder Engagement Priority |
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153 | (1) |
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6.10.6 Example Stakeholder Management Plan |
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154 | (1) |
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155 | (1) |
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155 | (2) |
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7 The What of Systemic Thinking |
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157 | (16) |
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157 | (2) |
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7.2 The Importance of Objectives |
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159 | (1) |
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7.3 Objective Identification |
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159 | (2) |
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7.4 Objective Organization |
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161 | (3) |
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7.5 Fundamental Objectives Hierarchy |
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164 | (2) |
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166 | (1) |
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7.7 Framework for Addressing What in Messes and Problems |
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167 | (4) |
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7.7.1 Articulate Objectives |
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168 | (1) |
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7.7.2 Fundamental Objectives Hierarchy |
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168 | (1) |
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168 | (1) |
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169 | (2) |
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171 | (1) |
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171 | (2) |
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8 The Why of Systemic Thinking |
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173 | (34) |
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173 | (1) |
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174 | (1) |
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8.3 Categorizing Theories of Motivation |
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175 | (1) |
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8.4 Theories of Motivation |
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176 | (19) |
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8.4.1 Instinct Theory of Motivation |
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176 | (2) |
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8.4.2 Drive Reduction Theory of Motivation |
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178 | (1) |
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179 | (1) |
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8.4.4 Attribution Theory of Motivation |
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179 | (1) |
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8.4.5 Reinforcement Theory of Motivation |
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180 | (1) |
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8.4.6 Social Comparison Theory of Motivation |
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181 | (1) |
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8.4.7 Path-Goal Theory of Motivation |
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182 | (1) |
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8.4.8 Social Exchange Theory of Motivation |
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183 | (1) |
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8.4.9 Theory X and Theory Y |
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183 | (1) |
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8.4.10 Cognitive Dissonance Theory of Motivation |
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184 | (2) |
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8.4.11 Equity Theory of Motivation |
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186 | (1) |
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8.4.12 Social Learning Theory of Motivation |
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187 | (1) |
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8.4.13 Expectancy Theory of Motivation |
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188 | (1) |
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8.4.14 Motivator-Hygiene Theory of Motivation |
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189 | (1) |
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8.4.15 Acquired Needs Theory of Motivation |
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190 | (1) |
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8.4.16 ERG Theory of Motivation |
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190 | (1) |
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8.4.17 Self-determination Theory of Motivation |
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191 | (1) |
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8.4.18 Opponent Process Theory of Motivation |
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192 | (1) |
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8.4.19 Goal-Setting Theory of Motivation |
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192 | (1) |
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8.4.20 Reversal Theory of Motivation |
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193 | (2) |
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8.5 Applying Theories of Motivation |
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195 | (4) |
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8.5.1 Cybernetics and Control Theory |
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195 | (1) |
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8.5.2 Klein's Integrated Control Theory Model of Work Motivation |
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196 | (3) |
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8.6 Framework for Addressing Why in Messes and Problems |
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199 | (1) |
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199 | (2) |
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8.7.1 Motivation/Feedback Analysis |
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200 | (1) |
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201 | (1) |
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8.7.3 Proposed Changes During Act Stage |
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201 | (1) |
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201 | (1) |
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202 | (5) |
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9 The Where of Systemic Thinking |
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207 | (24) |
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207 | (1) |
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207 | (11) |
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9.2.1 Perspectives and Context |
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208 | (1) |
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9.2.2 Description and Definitions for Context |
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209 | (2) |
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9.2.3 Elements of Context |
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211 | (1) |
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9.2.4 Temporal Aspects of Context |
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212 | (1) |
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9.2.5 Cultural Values and Their Impact on the Development of Context |
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213 | (1) |
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9.2.6 Data, Information, and Knowledge |
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214 | (2) |
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9.2.7 Inclusion of Context |
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216 | (2) |
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9.3 Boundaries and the Environment |
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218 | (6) |
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9.3.1 Definitions for Boundary and Environment |
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218 | (1) |
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9.3.2 The Significance of Boundary Establishment |
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219 | (1) |
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9.3.3 Boundary Classification |
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220 | (1) |
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9.3.4 Ulrich's Framework of Twelve Critically Heuristic Boundary Categories |
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221 | (1) |
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9.3.5 Force Field Diagrams |
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222 | (2) |
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9.4 Framework for Addressing Where in Messes and Problems |
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224 | (1) |
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224 | (4) |
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9.5.1 Boundary Articulation |
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224 | (1) |
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225 | (1) |
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9.5.3 Force Field Diagram |
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226 | (1) |
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226 | (1) |
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9.5.5 Proposed Ought-to-Be Changes |
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226 | (2) |
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228 | (1) |
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228 | (3) |
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10 The How of Systemic Thinking |
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231 | (22) |
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231 | (1) |
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231 | (8) |
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10.2.1 Physical Classification for Mechanisms |
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232 | (1) |
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10.2.2 Human Classification for Mechanisms |
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233 | (5) |
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10.2.3 Abstract Classification of Mechanisms |
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238 | (1) |
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10.3 Methods as Mechanisms for Messes and Constituent Problems |
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239 | (6) |
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239 | (1) |
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10.3.2 Pragmatic Intersection of Knowledge and Information |
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240 | (1) |
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10.3.3 Framework for Sensemaking |
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241 | (4) |
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10.4 Cynefin Domain and Mechanism Types |
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245 | (3) |
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10.4.1 Cynefin and the Strategic Decision Making Pyramid |
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245 | (3) |
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10.5 Framework for Addressing How in Messes and Problems |
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248 | (1) |
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249 | (1) |
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249 | (1) |
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10.6.2 Mechanism Analysis |
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249 | (1) |
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250 | (1) |
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250 | (1) |
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251 | (2) |
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11 The When of Systemic Thinking |
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253 | (24) |
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11.1 Life Cycles and Maturity |
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253 | (6) |
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259 | (3) |
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262 | (4) |
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11.4 Another View of Sensemaking |
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266 | (2) |
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11.5 Decision Flowchart for Addressing When in Messes and Problems |
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268 | (2) |
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11.6 Framework for Addressing When in Messes and Problems |
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270 | (1) |
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270 | (3) |
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11.7.1 Timescale Assessment |
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270 | (2) |
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11.7.2 Intervention Timing |
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272 | (1) |
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11.8 Summary and Implications for Systemic Thinking |
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273 | (1) |
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273 | (4) |
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Part III Acting Systemically |
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277 | (6) |
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277 | (1) |
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12.2 The What Is Meta-Perspective |
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278 | (1) |
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12.3 The What Ought-to-Be Meta-Perspective |
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279 | (1) |
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280 | (1) |
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281 | (1) |
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281 | (1) |
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281 | (2) |
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283 | (20) |
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283 | (1) |
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284 | (1) |
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285 | (2) |
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287 | (1) |
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13.5 The Decision Process |
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288 | (5) |
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13.5.1 Measuring Performance |
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290 | (3) |
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13.6 Framework for Action in Messes and Problems |
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293 | (1) |
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13.7 Example Action Analysis |
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293 | (3) |
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296 | (6) |
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13.8.1 Decision Robustness |
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296 | (3) |
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13.8.2 Decision Optimality |
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299 | (3) |
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302 | (1) |
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302 | (1) |
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14 Decision Implementation |
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303 | (14) |
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303 | (1) |
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14.2 Human Error Classification |
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303 | (4) |
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14.3 Classification and Performance Levels |
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307 | (1) |
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14.4 Human Error Management |
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307 | (2) |
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14.5 Latent and Active Failures |
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309 | (2) |
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14.6 Human Error Prevention |
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311 | (3) |
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314 | (1) |
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314 | (3) |
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Part IV Observing Systemically |
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317 | (18) |
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317 | (1) |
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15.2 Avoiding the Type I and Type II Errors |
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318 | (1) |
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319 | (5) |
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15.3.1 A Model for the Process of Observation |
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319 | (2) |
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15.3.2 Theory-Laden Observation |
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321 | (1) |
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15.3.3 Data, Information, Knowledge and Observation |
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322 | (2) |
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15.4 Observation and Situated Cognition |
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324 | (2) |
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15.4.1 Technological System in the DMSC |
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325 | (1) |
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15.4.2 Cognitive System in the DMSC |
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326 | (1) |
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15.4.3 Cybernetic Nature of the DMSC |
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326 | (1) |
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15.5 Measurement and Observation |
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326 | (1) |
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15.6 Bias and Heuristics in Observation |
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327 | (5) |
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15.6.1 Availability Heuristic |
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328 | (1) |
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15.6.2 Representativeness Heuristic |
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328 | (1) |
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15.6.3 Conjunction Fallacy |
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329 | (1) |
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15.6.4 Anchoring and Adjustment Heuristic |
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330 | (1) |
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15.6.5 Recognition Heuristic |
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330 | (1) |
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330 | (2) |
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332 | (1) |
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332 | (3) |
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335 | (16) |
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335 | (1) |
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336 | (3) |
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16.2.1 Gregory Bateson and Early Learning Theory |
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336 | (1) |
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16.2.2 Cybernetics and Learning Theory |
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337 | (1) |
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16.2.3 Chris Argyris, Donald Schon, and Learning Theory |
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338 | (1) |
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16.3 Relating Performance to First-order, Second-order, and Deutero-Learning |
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339 | (1) |
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16.4 Learning in Organizations |
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340 | (6) |
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16.4.1 Strategy and Competitive Advantage |
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341 | (1) |
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16.4.2 Competitive Advantage and Organizational Learning |
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341 | (2) |
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16.4.3 Leaders and the Learning Organization |
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343 | (1) |
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16.4.4 Workers in the Learning Organization |
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343 | (1) |
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16.4.5 Leadership Challenges in the Learning Organization |
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343 | (3) |
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16.5 Avoiding the Type VI Error |
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346 | (2) |
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348 | (1) |
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348 | (3) |
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351 | (34) |
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351 | (1) |
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351 | (1) |
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17.3 Problem 1: Ford Problem |
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352 | (14) |
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352 | (4) |
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356 | (3) |
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359 | (1) |
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359 | (3) |
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362 | (2) |
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364 | (2) |
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17.4 Problem 2: NHTSA Problem |
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366 | (13) |
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366 | (4) |
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370 | (2) |
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372 | (1) |
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373 | (3) |
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376 | (1) |
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377 | (2) |
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379 | (5) |
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384 | (1) |
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384 | (1) |
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385 | (6) |
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18.1 Part I: A Frame of Reference for Systemic Thinking |
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385 | (1) |
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18.2 Part II: Thinking Systemically |
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386 | (1) |
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18.3 Part III: Acting Systemically |
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387 | (1) |
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18.4 Part IV: Observing Systemically |
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388 | (1) |
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388 | (1) |
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389 | (2) |
Appendix A Real Estate Problem 2 |
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391 | (16) |
Index |
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407 | |