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Holistic Flexibility for Critical Systems Thinking Inspired by the Nataraja

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The Nataraja is perhaps the most well-recognized anthropomorphic form of the Hindu god, Shiva . This paper articulates a set of principles for a recently developed conceptual lens in systems thinking called Holistic Flexibility for flexible and responsible management practice. The five most important function of the Nataraja, or the panchakritya , have been drawn on to articulate these principles; these principles are – "system as becoming", drawing from srishti or creation, "transformative flexibility", drawing from samhara or transformation, "responsible practice" drawing from tirobhava or (freedom from) ignorance, "spiral of learning" drawing from samhara or liberation, and "pragmatic artistry" drawing from sthithi or assurance. An argument is presented to establish the importance of management consciousness drawing from the Shiva philosophy. Behaviors associated with the principles are enlisted along with the challenges for managers to display these behaviors. The discussions presented argue that Holistic Flexibility and its principles can lend a new character to systems thinking as a state of mind to supersede a rational-analytical approach.
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JOURNAL OF MANAGEMENT, SPIRITUALITY & RELIGION
2022, VOL 19, NO. 2, 154-185
https://doi.org/10.51327/NHIY7714
© 2022 Association of Management, Spirituality & Religion
Holistic Flexibility for Critical Systems Thinking
Inspired by the Nataraja
Rajneesh Chowdhury
Centre for Systems Studies, University of Hull, Kingston-Upon-Hull, United Kingdom
Contact: Rajneesh Chowdhury: Rajneesh.Chowdhury@hull.ac.uk
ABSTRACT
ARTICLE HISTORY
The Nataraja is perhaps the most well-recognized
anthropomorphic form of the Hindu god, Shiva. This paper
articulates a set of principles for a recently developed
conceptual lens in systems thinking called Holistic
Flexibility for flexible and responsible management
practice. The five most important function of the Nataraja,
or the panchakritya, have been drawn on to articulate these
principles; these principles are “system as becoming”,
drawing from srishti or creation, “transformative flexibility”,
drawing from samhara
or transformation, “responsible
practice” drawing from tirobhava or (freedom from)
ignorance, “spiral of learning” drawing from samhara or
liberation, and “pragmatic artistry” drawing from sthithi or
assurance. An argument is presented to establish the
importance of management consciousness drawing from
the Shiva philosophy. Behav
iors associated with the
principles are enlisted along with the challenges for
managers to display these behaviors. The discussions
presented argue that Holistic Flexibility and its principles
can lend a new character to systems thinking as a state of
mind to supersede a rational-analytical approach.
Received: 30 January 2021
Accepted: 2 December 2021
Keywords
Systems thinking; Holistic
Flexibility; religion; Nataraja;
principles; management
consciousness
Introduction
This paper draws inspiration from the cosmic dance of the Shiva, epitomized in the popular
manifestation of the Nataraja, to articulate key principles for flexible and responsible
management practice. The stream in management considered for this discussion is Critical
Systems Thinking (CST). Significant deliberations in the literature that attempt to build
epistemological bridges between the philosophy of the Nataraja and the human sciences
already exist. However, there is a lack of scholarly inquiry into how this philosophy can shed
light on management science, a gap this paper bridges. A conceptual argument is presented
on how management science can benefit from the integration of religious philosophy and
symbolism in the theories it propounds and the actions it provokes.
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The paper will begin with an introduction to the Nataraja and highlight the relevance of
religious and spiritual symbolism for modern-day management. This will be followed by a
discussion on how systems thinking and CST, in particular, can benefit by embracing the
Nataraja philosophy. Holistic Flexibility, a recently developed conceptual lens in CST, will
be introduced that shall form the central theme of this paper. The place of Holistic Flexibility
in CST will be examined, followed by a discussion that highlights gaps in extant literature on
the subject. The philosophy of the Nataraja will then be drawn from to articulate five
principles of Holistic Flexibility. Further, a discussion will be presented on how this
philosophy can enable management consciousness. Finally, the paper will present what this
means for the advancement of CST as a discipline.
In this paper, “manager” is used as an umbrella term to denote anyone who is involved in
conceptualizing, leading, executing or measuring social/organizational change. All Sanskrit
words have been italicized.
The Nataraja
Shiva is one of the most important gods in Hinduism. References to Shiva go back to the
Vedic literature that dates to the mid first-millennium BCE and even earlier in some cases
(Flood, 1996). Shiva encompasses the good and bad, sublime and evil, day and night, male
and female, creation and destruction, matter and energy, and time itself.
The Nataraja (see Figure 1) is perhaps the most well-recognized anthropomorphic form
of the Shiva. Pullanoor (2019) traces the evolution of the Nataraja to the confluence of Vedic
Hinduism of 1500-to-500 BCE and the Indus Valley civilization from 2500-1500 BCE in
various forms through the ages till the appearance of the dancing Shiva during the third-to-
fifth century CE.
Figure 1. The Nataraja.
The description and interpretation of the Nataraja presented in this paper draw from
selected literature of Choudhury (2016), Coomaraswamy (1918), and Pullanoor (2019).
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Although Shiva is referred to as male and hence the pronoun “he” is used, it is to be noted
that the Nataraja transcends gender-divide and portrays Shiva as the Ardhanarishvara, or
hermaphrodite. Shiva wears a male earring on the right ear and a female earring on the left
ear representing the two sexes. Several other ornaments are seen such as necklaces, armlets,
anklets, bracelets, rings, and a jeweled belt. Shiva adorns a tiger skin that is representative of
his supreme power. He is depicted as having four arms and engaged in a blissful dance with
his locks of hair whirling towards the eternal cosmic circle.
In the first right-arm, Shiva holds the damru, a form of hand-held mini-drum, in its
beating mode; its vibration representing srishti or the creation of the universe and time. The
first left-arm is raised holding a flame of fire that “atrophies matter to a formless state”
(Pullanoor, 2019). The fire represents samhara or transformation. Srishti and samhara
represent the constant cycle of creation and transformation that defines the cosmic cycle.
The second right-arm with an open palm offers reassurance of stability and ‘becoming’ while
humanity is braced with this force of continual transformation. This is representative of
sthithi. The second left-arm with the palm pointing downwards depicts tirobhava, which can
be interpreted to mean ignorance in which humans fall. This serves to understand
concealment of knowledge and preoccupation with the creative illusion of our lived-in
experience, known as maya. The raised left-leg represents anugraha or liberation and is
indicative of humankind’s possibilities to attain liberation from ignorance and from being a
mere witness of maya caught in the intense cyclical metamorphosis of birth, life, and death.
Srishti, samhara, sthiti, tirobhava, and anugraha are recognized as the five most important
functions of the Nataraja and are referred to as the panchakritya. The right-leg is shown to
trample upon a dwarf called apasmara that is symbolic of avidya, or ignorance, and
ahamkara, or ego. Only by trampling these vices, can one tread the path of self-actualization,
or moksha. The Nataraja is seen encircled by an eternal burning flame representative of the
cosmos as the cyclical force of dynamic existence. Shiva’s long hair-locks are seen expanding
into this unending cosmos in a representative union of the lord and the cosmos itself the
microcosm and the macrocosm, respectively.
Further, certain characteristics of Shiva are retained in the Nataraja. The powerful
presence of vasuki, the serpent representing the preservation of secret knowledge. The locks
of Shiva’s hair can be interpreted as channeling the course of the holy Ganges as it descends
from the symbolic Milky-Way galaxy to the Earth. Several depictions of the Nataraja also
come with the thrishul or the trident. The three prongs of the trident represent the three
worlds in Hindu mythology - bhur (material world), bhuvaha (mental world), and svaha
(spiritual world).
The dance of the Shiva is a profoundly powerful symbol representing the cosmic loop of
energies. Kashmir Shaivism, attributed majorly to the works of Utpaladeva (c. 925-975 C.E.)
and Abhinavagupta (c. 975-1025 C.E.), provides extensive commentaries on the philosophy
of the Shiva as the principle of cosmic pulsation, or spanda, resulting in the manifestation of
the worldly experience that is represented by the symbolism of the Nataraja. Parallels to
Kashmir Shaivism can be drawn to the Samkhya, the oldest school of Hindu philosophy, that
also talks about the cosmic fusion of energies. Tracing its roots back to the Vedic or the
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immediate post-Vedic period (Dasgupta, 1975; Larson, 2011), the Samkhya advocates for the
“liberation of man’s [sic] self from bondage to the body and the material world” (Chatterjee,
1996, p. 208). It talks about purusha, the male energy, and prakriti, the female energy, as the
only fundamental realities; the former representing the individual consciousness and the
latter, the creative force of nature bearing the basic argument of satkaryavada or the effect
pre-existing in the cause. Purusha and prakriti must fuse as one for reality to unfold. The
supreme consciousness of purusha would remain unmanifested without the creative energy
of prakriti. Whereas purusha needs prakriti to manifest itself, prakriti needs purusha to
activate its energies that otherwise lay in a dormant state (Bravo & Aduan, 2015). Purusha
and prakriti can be related to the Nataraja’s male Shiva (right side) and female Shakti (left
side) respectively. It is to be noted that male and female are archetypes rather than sexes per-
se. Similarly, Kashmir Shaivism argues that the manifestation process for humans is a
transcendental play of prakasha, or light, and vimarsha, or activity read as Shiva and Shakti,
respectively.
Fritjof Capra (1975) draws inspiration from the Nataraja to talk about the dance of
energies as an essential aspect in physics through which both particles and virtual particles
determine mass and form. He says (Capra, 1975, pp. 244-245):
“For the modern physicists… Shiva’s dance is the dance of subatomic matter.
As in Hindu mythology, it is a continual dance of creation and destruction
involving the whole cosmos; the basis of all existence and of all natural
phenomena… [modern physics experiments] bear testimony to the continual
rhythm of creation and destruction in the universe, are visual images of the
dance of Shiva equaling those of the Indian artists in beauty and profound
significance. The metaphor of the cosmic dance thus unifies ancient
mythology, religious art, and modern physics. It is indeed, as Coomaraswamy
has said, ‘poetry, but none the less science’.”
The philosophy of Nataraja and quantum physics possess a confluence of similar ideas that
view reality as a constant force of creation, destruction, and preservation. This cosmic reality
manifests itself as our experiential world. This is what is referred to as maya in the Samkhya
and Kashmir Shaivism. Maya is commonly interpreted as illusion, but it is actually the
creative power of the manifested experience from the unmanifested consciousness.
At one level, the symbolism of the Nataraja depicts continual upheaval, while at another
level it represents the cosmos as the ultimate thermodynamic system with great symmetry
and rhythm. Despite the quantum dynamism, the essential character of Shiva is ‘nothingness’
or supreme bliss in the Shiva Puranas, the scripture dedicated to Shiva that is estimated to
have been composed between the fourth- to the second-century BCE (Klostermaier, 2007),
to denote the involution of the entire universe into a state that is formless and unmanifested.
Hence, the call for humility and the suspension of judgement with the attainment of vidya,
or knowledge, in the Samkhya.
In all its glory and powerful imagery, the dancing Shiva is interpreted as the substratum
of reality and revered throughout the length and breadth of India in its multiplicity of creative
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manifestations. The cosmic dance of the Nataraja is a highly sophisticated representation of
the coming-together of philosophy, metaphysics, spirituality, art, and science.
Having described the Nataraja and its philosophical significance, this paper will now
provide a note on the relevance of religious symbolism in management research.
Religion and management research
The current socio-economic malaise created by a simplistic and linear approach to
management has put in question fundamental assumptions of modern businesses and the
way social/organizational institutions are run (Chowdhury, 2019; Ison & Straw 2020;
Jackson, 2019; Sur, 2017). Certain religious and spiritual traditions can lend an alternate lens
in understanding complex problems as they create a sense of purpose, meaning and self-
transcendence (Cash & Gray, 2000; Hood et al., 2009; Nash, 1994; Richardson et al., 2014;
Williams, 2010). Religious beliefs and symbolisms do not exist in isolation but are integral to
human life (Hee, 2007). In recent years, there has been a surge in the research of religion and
spirituality in several aspects of management studies (Tracey, 2012). Perspectives from
religious philosophy and symbolism can offer an alternative understanding to the dominant
worldviews that have surfaced in the twentieth century onwards that separate mind-and-
matter, cause-and-effect, and profit-and-responsibility with a dualist standpoint. Certain
religious philosophies can offer a holistic framework for a “purpose-oriented approach” (Sur,
2017, p. 69) in business and management. Sur (2017) particularly talks about the perspective
Hinduism can lend in approaching reality in an integrative manner by breaking silos and
merging paradigms.
The study of religious symbolism in the context of systems thinking presents an exciting
arena, given that systems thinking has evolved to be an integrative discipline that challenges
perceived divisions and dualisms (elaborated in the next section). Ivanov (2011) says that
systems practice needs to be developed at the interface of formal science, political ethics,
analytical psychology, and religious thought. Whereas significant work has been carried out
in systems thinking that draws from natural science, political theory, ecology, complexity,
sociology and psychology (Capra, 1975; Flood & Romm, 2013; Ison & Straw, 2020; Jackson,
2019; Midgley, 2000), exploration of religious thought as an inspiration has been limited and
can be found in select works of Gu and Zhu (2000), Rajagopalan (2020), Shen and Midgley
(2007a,b,c, 2015) and Zhu (2000). This paper is the first attempt to explore the philosophy of
the Nataraja in the context of systems thinking in management.
Having talked about the relevance of religion in management research, the next section
will elaborate on the evolution of systems thinking to its current stage called Critical Systems
Thinking.
Systems thinking and critical systems thinking
Systems thinking is an integrative discipline that considers interrelationships, interactions,
and emergent behaviors. It is the network and interaction between the parts (subsystems)
that give rise to the system as a whole (von Bertalanffy, 1950). There are three distinct periods
in the history of systems thinking in Operations Research/Management Science (OR/MS) or,
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as Midgley (2000, 2003) refers to as waves, building on its predecessors (Cabrera & Cabrera,
2019), that have culminated in what we call Critical Systems Thinking.
The first wave of systems thinking was characterized by the realization of the importance
of interconnectedness in social/organizational systems in order to manage complex
problems in the post-World War-II scenario. This wave came to be known as hard systems
thinking and was influenced by developments that believed that social reality can be
optimized and managed with a functionalist mindset (LeLeur, 2014; Mooney et al., 2007).
Midgley and Rajagopalan (2021) refer to this wave as the “applied-scientific methodological
tradition”. The first wave gained popularity during the 1950s and 1960s (Midgley &
Rajagopalan, 2021) but it soon faced criticism for its emphasis on prediction and control with
systems thinkers positioned as experts (Rosenhead, 1989) and neglect of human agency
(Checkland, 1981; Jackson, 2000; Lleras, 1995). This wave failed to account for complexity,
subjectivity, and power in social/organizational reality (Burton, 2003; Flood & Romm, 1995;
Schecter, 1991).
Criticism of the first wave led to a “significant paradigm shift in the theory underpinning
the application of systems thinking” (Midgley & Rajagopalan, 2021) and paved the way for
the rise of the second wave through several scholarly contributions (Ackoff, 1981; Checkland,
1981; Checkland & Scholes, 1999; Churchman, 1979). These scholars emphasized
interpersonal relationships, intersubjectivity, learning, and a spirit of open dialogue and
accommodation and created what came to be known as soft systems thinking. Churchman
(1979) raised fundamental questions on the nature of defining a system arguing that system
boundaries are value-based. Such arguments provided the basis for the recognition of
participatory approaches and collaborative action.
Although the second wave sought to address the shortcomings of the first wave, it soon
faced criticism from scholars for its inability to address issues of power and hidden dynamics
(Jackson, 1982). Rajagopalan (2020) notes that soft systems thinking neglects the multiple
influences of social-structural factors and their effects. Other scholars (Clarke & Lehaney,
1999; Mingers, 1984, 1992; Oliga, 1988) talked about power-based ideological frames that
create false consciousness amongst stakeholders that the soft systems tradition fails to
address. Criticisms of the second wave and an attempt to bridge the growing fragmentation
(Dando & Bennett, 1981) between hard and soft systems thinking gave rise to the third wave
in systems thinking that had a focus on liberation and emancipation (Burton, 2003) and
employed developments from complexity theory (LeLeur, 2014). This wave came to be
known as Critical Systems Thinking (CST).
CST had two foundational theories: Critical Systems Heuristics (CSH) (Ulrich, 1983, 1987,
1988, 1994, 1996) and methodological pluralism (Jackson & Keys, 1984). CSH synthesized
Habermas’ (1972) theory of communicative action with the underlying argument that
dialogue is central to rational planning, and Churchman’s (1979) theory that views
boundaries as value-based constructs. Ulrich developed twelve boundary questions in CSH
for systems interventions based on the sources of motivation, control, knowledge, and
legitimacy of the stakeholders involved and affected. Methodological pluralism, on the other
hand, was developed in the works of Flood and Jackson (1991), Jackson (1987, 1990, 1991,
2019), and Jackson and Keys (1984), predominantly in the form of a framework called the
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System of Systems Methodologies (SOSM) that aligns an array of systems methodologies
based on two axes: nature of the system and the relationship between participants.
Integrating the two foundational theories, Midgley (2000) proposed Systemic Intervention
(SI) as “purposeful action by an agent to create change in relation to reflection upon
boundaries” (p. 8). SI was founded upon a new approach to systems philosophy that
considers dealing with coercion not so much based on employing methods, but on
engagement with boundaries. It allows for mix-and-match between methodologies and
extends the purpose of methodologies beyond their initial objectives to enable
accommodation between stakeholders and dissolve conflict. SI therefore achieved a
convergence of the initial two stands in CST. More recent research by Jackson (2019)
integrates several key debates in CST and highlights the importance of purpose, curiosity,
self-awareness, flexibility, and risk-taking for managers to display responsible leadership for
a complex world.
Holistic flexibility and its place in CST
CST set the stage open for diversity in thinking, reasoning, designing, and intervening in
OR/MS. However, it soon came to be engulfed with dominant frameworks and meta-
methodologies by scholars (Jackson, 2019, 2000; Midgley, 2000; Mingers & Brocklesby, 1997;
Ormerod, 2014; Sushil, 1994; Ulrich, 2012) that may even contain variety and diversity
within their own boundaries offering little room for practitioners to act boldly outside their
prescribed frameworks. Such limitations can pose a challenge for managers to adopt CST in
a more experimentative and fluid manner in contexts outside traditional systems research
and practice such as general management and consultancy. Further, framework-based
prescriptive models make it problematic for managers who are working with a separate
framework to bring in the benefits of CST. In another critique, Cordoba-Pachon (2010) says
that systems thinkers use their own terminologies that often sound alien in general
management. Such challenges have led to limited adoption of CST in general management
despite its potential. Greater adoption of CST requires managers to wholeheartedly embrace
a more pragmatic stance within and beyond OR/MS. This is where Holistic Flexibility comes
in as the first conceptual lens in CST that offers a more democratic, egalitarian, and flexible
stance for systems practitioners.
Chowdhury (2019, 2020) reviewed key debates in systems research and undertook an
analysis of empirical cases in applied systems thinking and presented Holistic Flexibility as a
conceptual lens for CST. He proposes a fresh perspective by arguing that CST is a state of
mind weaving an inextricable interlinkage between holistic thinking and flexibility. Holistic
Flexibility is the “dynamic interplay between a state of mind that has the ability to absorb
systemic complexity and a state of intervention that has the ability to embrace flexibility both
in intent and form” (Chowdhury, 2019, p. 404); see Figure 2. Elements of Holistic Flexibility
and discussions around the same are covered later in this paper.
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Figure 2. Holistic Flexibility (Chowdhury, 2019, p. 404).
Holistic Flexibility argues for a pragmatic stance in CST emphasizing a manager’s ability to
seamlessly manage and work with multiple variables, stakeholders, and factors to deliver
responsible outcomes with the aid of learning-loops. A pragmatic stance aligns with several
other works in OR/MS. For instance, Taket and White (2000) suggest that there can be three
kinds of uncertainties environmental, guiding values, and related decisions to which
managers need to continually adapt in a dynamic process of evolution and involution of their
thinking and actions. According to Snowden (2015), systems can transition between simple,
complicated, complex, and chaotic states due to several interlinked factors, influencers, and
constraints. He highlights the preference for individuals-and-interactions over processes-
and-tools, and change-responsiveness over plan-adherence. Ormerod (2013) refers to OR
practice as a “craft” that is based on intuition and experience. Schön (1983, 1987) popularized
the importance of acting reflectively on the spot and being driven by tacit knowledge towards
transformative learning and embedded creativity. Other scholars (Broekmann & Cornish
2000; Fook, 1999; Perdomo & Cavallin, 2014) talk about contextuality driven by reflection,
intuition, and artistry. Schön (1992) talks of reflection-in-action as an on-the-spot process of
reflection and experimentation. Learning remains a central element in the process of doing
and the enhancement of tacit knowledge through reflection-in-action (Khisty & Khisty,
1992). Cordoba-Pachon and Midgley (2003) suggest that the criteria for ascertaining the
sustainability of outcomes based on such practice may also not be fixed and there is a need
for constant iteration and a break-away from traditional thinking.
Holistic Flexibility is neither a framework, nor a methodology; rather, it is a conceptual
lens for managers that can offer them intellectual, emotional, and tactical elasticity in
management practice. Through his research, Chowdhury (2019, 2020) alludes to certain
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principles that can help managers in applying CST to aid flexible and responsible practice.
With Holistic Flexibility, managers can deploy CST as a state of mind without explicitly using
any traditional systems frameworks or methodologies; this also implies that managers can
work across mainstream management and systems frameworks seamlessly. Holistic
Flexibility appeals to a manager to be open to “make use of various types of thinking,
reasoning, and doing; of anticipating, creating, and negotiating; of managing, enabling, and
facilitating; of investigating, modelling, and analyzing” (Ormerod, 2018, p. 1359).
Having introduced the place of Holistic Flexibility in CST, it is important to acknowledge
the gaps in the extant literature on the subject. The next section highlights two fundamental
gaps and points towards how these gaps can be addressed by drawing inspiration from the
Nataraja philosophy.
Gaps in the literature on Holistic Flexibility
Principles of Holistic Flexibility not clearly articulated
A general search on the word “principle” directs us to understand the term as a proposition
bearing certain essential qualities and standards about something. Principles help in
clarifying the assumptions, attributes, and actions necessary to bring a concept to life.
Although extant literature on Holistic Flexibility (Chowdhury, 2019, 2020) alludes to certain
principles, these are not clearly articulated and there is no discussion on what these principles
should exactly mean for managers. In the absence of an articulation of such principles,
Holistic Flexibility remains a fuzzy concept. Articulating the principles of Holistic Flexibility
will add substance to this new character proposed for CST and will potentially bring it to a
wider audience in OR/MS. This is where the symbolism of the Nataraja comes in. Religious
symbolisms can serve as effective metaphors in understanding complex social/organizational
reality as also reflected in the works of Acevedo (2011), Fotaki et al. (2019), Harper (date not
available), Hekkala et al. (2016), and Ruth (2014), amongst others. Application of
metaphorical archetypes as a mode of inquiry has led to the development and adoption of
various scientific frameworks (Berggren, 1963; Black, 1962; Brown, 1977; Hesse, 1966; Schon,
1963). The Nataraja can serve as a powerful metaphorical archetype call it a reference to
understand the philosophy of continual change, adaptiveness, and fluidity that is reflected in
the complexity of situations that managers encounter. The symbols embodied in the
Nataraja can propel thinking about the world we experience from an alternative perspective
and its philosophy can help managers to “dance” in the cyclical and dynamic realities that
they find themselves in. This paper will later present how the symbolisms of the Nataraja
have been drawn from to articulate the principles of Holistic Flexibility.
Lack of a discussion on consciousness in Holistic Flexibility
Holistic Flexibility calls for managers to undergo a mind-shift from the individual to the
collective, from short-term to long-term, from rigidity to fluidity, from holding-on to letting-
go, and from results-focus to learning-orientation. An awareness and understanding of
consciousness can greatly enhance this journey. The philosophy of the Nataraja can be of
profound inspiration for managers to understand the individual self in the realm of the
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cosmic self that can help them work towards the mind-shift highlighted above. A
consciousness-based awareness of certain existential elements can help in striking a balance
in managerial pursuits and in an evocation of managerial behaviors to display humility and
release of the ego. A wide range of research has shown that a consciousness-based discourse
can lead to management behaviors that are more compassionate and rewarding, and
organizational practices that are more responsible and sustainable (Fairholm & Fairholm,
2010; Giacalone & Jurkiewicz, 2010; Khalsa, 2010; Nandram & Borden, 2010; Sheep, 2006;
Tackney et al., 2017; Tzouramani & Karakas, 2016). World events, especially COVID-19, has
taught managers that organizations of the current day exist in highly complex and transient
times and business goals need to be set and management interventions need to be defined by
drawing meaning from such dynamic realities. Importantly, humans interpret meaning out
of affective relationships between the infinite possibilities of perception in relation to the
goals that they work towards (Medin & Aguilar, 1999; Peterson, 2013). This also piques
attention to the importance of intuition in OR/MS. It has been well established for quite some
time that intuitions that guide behavior are pragmatic and embodied in experience (Gibson,
1979; Lakoff, 1987). Intuitiveness and the meaning-making process is not analytical but
stems from higher consciousness (Nandram, 2016). For management consciousness,
intuition needs to be considered as a “holistic spiritual approach” (Nandram, 2016, p. 65)
that require an ability to connect the awareness of the individual existence to the wider
cosmic existence. With a call for managers to think more responsibly, sustainably, and with
value-centricity, there is a need to link Holistic Flexibility with consciousness, which is
currently a gap in the extant literature.
After articulating the principles of Holistic Flexibility, this paper will present an argument
to connect Holistic Flexibility with consciousness. Inspiration will be drawn from the
philosophy of the Shiva to shed light on management consciousness that will serve to
advance the conceptual lens of Holistic Flexibility.
Articulating the principles of Holistic Flexibility
The symbolisms of the Nataraja offer concrete references for the principles of Holistic
Flexibility. In the following discussion, perspectives will be drawn from the panchakritya, or
the five most important functions of the Nataraja, to articulate these principles.
Srishti
Srishti, or creation, represented by the perennial beat of the Nataraja’s mini-drum held in
the upper-right arm is symbolic of dynamism, unconcealment, and constant change.
Philosophically, a system can be interpreted as having no beginning and no end and it is
always in a state of ‘becoming’ (Bunge, 2000). Holistic Flexibility identifies holism as a state
of mind that is constantly demarcating systems and subsystems based on boundaries,
interrelationships, and emergence identified as the three core determinants of holistic
thinking (Chowdhury, 2019), a view also shared by Jackson (2019). Jovan (2005) defines a
state of mind as an “aim-free flow of ideas and associations that can lead to a reality-oriented
conclusion”. This state of mind can enable a manager to appreciate a system considering
their boundaries, which in turn are dependent on values, perspectives, situational conditions,
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and stakeholders. Based on social identity theory, Gregory et al. (2020) highlight the
importance of critically understanding the term “stakeholder” in light of multiple variables
including the researcher, or manager, as an observer. Boundaries cannot be static. Rather,
they are dynamic as the criteria that influence them must change alongside the evolving
nature of a situation (Midgley, 2000, 2003, 2006; Midgley & Pinzon, 2011, 2013; Midgley &
Rajagopalan, 2021). Therefore, a system is always in a state of ‘becoming’ influenced by the
energies between its subsystems (Camargo-Borges & Rasera, 2013; Gergen, 2009; Gergen &
Gergen, 2012; Ulrich, 2017). Boundaries are thus pulsating with expansive energies that are
defining, connecting, and creating, leading to emerging characteristics of new self-organizing
systems that demonstrate the same qualities.
This leads us to the first principle of Holistic Flexibility system as becoming that
embraces dynamism and change at the very crux of understanding a system. A system is
constantly being unconcealed just as the pulsating energy of creation in srishti. A manager
needs to address a problem/situation as an emergent representation of a time-shot in the
entire journey of a system that can be understood in terms of a time-lapse. The criteria of
what is intended and what can count as a desirable change may itself keep changing from
context to context. Hence, a manager’s role is not to find a “solution”, but to craft the “next
adaptive move” (Schein, 2016). This is central to the idea of dealing with emergence in
people, structures, and culture (Archer, 1995). Other researchers (Baker et al., 2004; Barros‐
Castro et al., 2013; Petrovic, 2013; Ufua, 2020) have also talked about the benefits of designing
interventions in OR/MS with the understanding of boundaries, interrelationships, and
emergence.
Samhara
Samhara, the power of transformation and regeneration, is represented by the flame held in
the Nataraja’s upper-left arm. This can be used to understand the value of flexibility and
change-adaptiveness in management. Holistic Flexibility talks about flexibility as a “state of
intervention” (Chowdhury, 2019), which can be interpreted as a manager’s involvement in
bringing about transformation through action. It is important to note the shift in focus from
thinking to action as we move from the first to the second principle. Managers need to be
flexible in their use of tools and in their ability to navigate both intended and unintended
consequences of their actions (Rioz & Suarez, 2012). Grohs et al., (2018) talk about the
importance of cognitive flexibility along with the three dimensions of problem, perspective,
and time that they collectively refer to as “fluencies” (Grohs et al., 2018, p. 111) necessary for
systems understanding. Sushil (1994, 1997, 2015) builds his Flexible Systems Methodology
on spectral and integrative theories. Going beyond methodological discussions, the positive
impacts of flexibility have been studied in various fields such as business, government,
manufacturing, administration, ecological management, and services industries (Bahrami &
Evans, 2011; Richman et al., 2011; Sushil, 2015). Holistic Flexibility identifies three kinds of
flexibility along with their respective aspects addressed, dependencies, and related disciplines
(Chowdhury, 2019): first, “cognitive flexibility”, pertains to thinking that is dependent on
nature and nurture, and that draws from the related disciplines of psychiatry, psychology,
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neuroscience, and sociology; second, “formulative flexibility”, pertains to planning that is
dependent on frameworks and models, and that draws from the related disciplines of
management and administration; finally, “substantive flexibility”, pertains to action that is
dependent on resources, and that draws from the related disciplines of material science,
finance, human resource, and supply chain.
Presented with different and/or differing situations, managers need to be able to move
between thoughts and effectively shift between tasks. Flexibility in thought allows managers
to be comfortable with working across paradigms. Flexibility in approaches allows them to
be open to freely adopting multiple approaches in problem-solving. A flexible approach to
resource-utilization allows them to direct and use resources as per contextual requirements
rather than having to stick to straightjacketed plans. These qualities are essential for
managers intending to display transformative flexibility to maintain a meaningful steady
state in the “system as becoming”. Managers need to be open to their own and others’
experiences and changing thought patterns so that they can assimilate new ideas seamlessly
in the continual act of catalyzing transformation.
This leads us to the second principle of Holistic Flexibility transformative flexibility
in a system temporarily deduced from a state of flux. Just as srishti and samhara define the
Nataraja’s cosmic cycle, a “system as becoming” and “transformative flexibility” define the
perennial cycle of problem-definition and agile-management. This comes close to a social
constructionist perspective in management that can be sometimes led with unconventional
questions (Camargo-Borges & Rasera, 2013) in a manner that almost metamorphosizes
organizations into something different to instigate new thinking and co-create collaborative
futures. Similarly, Tomm (1988) talks of “circular questions” that create difference and spark
creative friction to unravel new meanings and possibilities.
It is important to note at this point that with flexibility, there comes great responsibility to
ensure adherence to certain core values, respect of shared vision, and focus on responsible
and inclusive goals. To quote from extant literature in Holistic Flexibility: “Flexibility is not
free of danger, unless it is managed with informed choices, decision making with foresight
and balanced control (Chowdhury, 2019, p. 52). Managers need to be working with a spirit
of what Chowdhury (2019) calls “flexibility with authenticity”, and what Sushil (2017) calls
“focused flexibility”.
Tirobhava
Tirobhava, or ignorance that traps humans into the tunnel of darkness, is represented in the
symbolism of the Nataraja’s second left-arm pointing downwards as he steps on Apasmara,
the dwarf of the human ego, self-centricity, and jealousy. Managers need to dwarf short-term
goals, and question unsustainable business practices that prioritizes economic gains at the
expense of social and environmental wellbeing. Instead, they need to shift their focus to
outcomes that are democratic, sustainable, inclusive, and empowering, and therefore,
responsible. Wong and Mingers (1994) say that the desire to do socially beneficial work has
always been a motivator for the vast majority of OR practitioners. While identifying their
responsibilities, managers need to exercise value-based judgements to draw their own
boundaries of who and what to include and exclude in their intervention. It is also not
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possible to obtain universal information to decide on the right boundaries. Hence, managers
have to work with whatever information is available and possible to obtain at a certain point
of time, or what has been called “sufficiencies” (Snowden, 2015).
To demonstrate responsible practice, managers need to be engaged with their stakeholders
at all stages (Jackson 2000). An important aspect of responsible practice is problem-
structuring at a stage prior to problem-solving. Problem-Structuring Methods (PSMs)
require a combination of technical, institutional, and heuristic understanding (Murphy,
2005). PSMs have the potential of bringing together a variety of factors such as negotiation
devices, accommodations of multiple positions, power relations, understanding and
learning, ownership of problems, and consequence of planned actions (Daellenbach, 2001;
Foote et al., 2007; Franco, 2007; Jackson, 1991; Mingers & Rosenhead, 2004; Ormerod, 1997).
In Holistic Flexibility, responsible outcomes address economic, environmental, and social
parameters (Chowdhury, 2019). Further, managers need to ensure that the benefits of their
interventions are sustained as also highlighted by other scholars (Ashkenas, 2014; McKenna,
2006; Sturdy, 2009). Transferring knowledge and skills to change-teams in their settings and
building systemic capability are fundamental levers for the same goals. Managers need to
play an integral role in questioning assumptions, convening stakeholders, and challenging
dominant beliefs to achieve responsible outcomes. They need to be conscious agents of
change rather than being mere witnesses. Responsible action involves inculcating an attitude
of openness and risk-taking and ejecting ignorance, self-centricity, and myopic thinking.
This leads us to the third principle of Holistic Flexibility responsible practiceaimed
at addressing problem situations holistically, meaningfully, and sustainably. Responsible
practice needs to touch both human and non-human dimensions as both exist in close
interrelationships with one another (Eckersley, 1992; Gregory & Miller, 2014; Ormerod,
2013). Taking this a step forward, as the Samkhya advocates, the self can be realized in other
selves and the inanimate as well, as an extension of the same cosmic force. Responsible
practice requires one to courageously question one’s own moral reasonings (Midgley &
Pinzon, 2013) and make way for conditions that shape and nurture a just society. It is
acknowledged that demonstrating responsible practice is not easy, especially when over the
longest period of time, managerial intentions and ambitions have led to the creation of
institutions and structures that have resulted in the gravest damage to humans, the
environment and the planet in current times (Rockström & Klum, 2015). The COVID-19
pandemic has brought to the forefront the fragility of such institutions and structures and
laid bare the need of a system for personal, societal, and global consciousness by learning
ethical values and engaging in what Morin (2006) calls “cultural resilience”. Haley et al.,
(2021) refer to this as the process of “critical recovery”. Although difficult, the realization of
this process is not impossible. Managers are only people and “people are essentially caring,
relational, and cooperative… cooperation and symbiosis play a central role in living systems”
(Laszlo, 2020, p. 310).
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Anugraha
Anugraha, or liberation, represented by the raised left-leg of the Nataraja, is indicative of
salvation and graceful co-evolution rather than of humans acting as mere witnesses of the
cyclical metamorphosis of the self and the world resulting in what Kashmir Shaivism and
Samkhya call maya. Managers are continually exposed to new situations and contexts, and
they have to work with new stakeholders or the same stakeholders with new perspectives. In
addition, managers also need to work in a highly complex world where values are no longer
taken for granted, regulations transcend national boundaries, and where the civil society is
increasingly involved in various kinds of activism. A manager can strive for liberation only
by applying a multidimensional approach to learning in every situation, with every
intervention, and with a mindset that would let them challenge their pre-existing mental
models (Garvin et al., 2008). Bowen et al., (2006) say that learning is the main origin of
competitive advantage and that it leads to positive evolution in organizations. Taking the
significance of contextuality deeper, Wang and Ahmed (2003) talk about the
interconnections between individual and collective learning in the context of the
organization system, culture, knowledge management, and continuous improvement. Saadat
and Saadat (2013) argue for the building of “flexible dynamic learning organizations” that
can be pertinent to the intricacies posed by the current age of digital-agility, as argued by
Lenart-Gansiniec (2019).
Borrowing from select works (Argyris & Schon, 1974, 1978; Flood & Romm, 1996),
Holistic Flexibility embraces three loops of learning (Chowdhury, 2019). Single-loop
learning is about doing things right without questioning the end objective. Double-loop
learning involves doing the right thing (as opposed to doing things right). Double-loop
learning shifts the mindset from a “goal-seeking purposive system” to a “goal-searching
purposeful system” (Ackoff & Emery, 1972). Finally, triple-loop learning addresses learning
at a deeper level of values and ethics. Bateson (1972) talks of triple-loop learning as one in
which a manager delves into fundamentally questioning the beliefs behind what they
consider to be right or wrong. It is this spiral of learning that managers need to immerse
themselves in and continually adapt to, in order to remain relevant.
With this we arrive at the fourth principle of Holistic Flexibility spiral of learningthat
is multipronged and multidimensional and will lead the manager towards what the Samkhya
calls vidya or knowledge. Managers will need to display sincerity and have the courage to ask
difficult questions about their values and biases that influence their boundaries and define
their system time-shots (“time-shot” and “time-lapse” are discussed in section “Srishti”) from
the “system as becoming”. Managers will need to question myopic organizational priorities,
market dynamics, and regulatory pressures that often lead to the misrepresentation of reality,
and misdirection of managerial decisions. It is important to note that in triple-loop learning,
the three loops are not exclusive, but mutually inclusive and draw from one another’s
strengths. Holistic Flexibility, thus, calls for a manager to display efficiency, effectiveness,
and value-centricity through their work (Chowdhury, 2019).
Although the “spiral of learning” appears fourth in the sequence, it is a prelude to
conceiving of a “system in becoming”, deploying “transformative flexibility”, and
demonstrating “responsible practice” and therefore is a seminal principle as it continually
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drives the manager to question taken-for-granted assumptions and deep-rooted value
systems ingrained through their personal, educational, and professional discourse.
Sthithi
Sthithi, or reassurance, is represented by the Nataraja’s second right-arm with an open palm.
It is the reassurance that life will continue with order amidst disorder, and that hidden
patterns will emerge out of chaos. A manager’s primary role, as the word suggests, is to
manage, and to lead with a sense of purpose. The manager is responsible for continuity and
enforcing meaningful change whilst seamlessly handling dynamic social/organizational
realities. This balancing act of sorts requires a ‘dance’ of competencies and skills, dependent
on both nature and nurture. With reference to nature, Linard and Aretz (2000) talk about
innate systems thinking traits that managers may display to aid the creation of organizations
that are naturally able to learn and remain nimble. However, such traits may be difficult to
imitate. With research indicating that the presence of systems thinking is directly linked to
better leadership and business performance (Kvedaraviÿius et al., 2009), that lack of systems
thinking is now directly linked to grave financial, technical, and societal losses (Chapman,
2004; Valerdi & Rouse, 2010), and given how current global events have revealed that the
world is more interconnected today than ever before, systems thinking is indeed too
important a capability to be left to just nature. Several scholars have highlighted
competencies and skills for inculcating systems thinking in managers (Davis et al., 2015;
Frank, 2000; Gharajedaghi, 2006; Mahler-Rogers, 2017; Richmond, 1993; Senge, 2006; Sun
et al., 2014). Managers can acquire systems thinking competencies through experiential
learning (Davidz & Nightingale, 2008), coaching (Derro & Jansma, 2008), and simulation-
based exercises (Valerdi & Rouse, 2010).
Holistic Flexibility does not offer a list of competencies for managers. However, it does
point to certain traits and behaviors that managers must display in order to operate with CST
as a state of mind. It is important for managers to pragmatically bring together the first four
principles of Holistic Flexibility not in isolation, but as a lyrical synthesis in an act of artistry.
This brings us to the final principle pragmatic artistry. The term, “pragmatic” is used to
indicate the importance of contextuality over standardization and seamless customization
over method-adherence. The term “artistry” is used to indicate that such behavior requires
understanding, elegance, and poise in part of the manager and that it does not come by
chance. Artistry requires focus, dedication, direction, and practice. This artistry is meant for
a manager to perform the ‘dance’ of CST to catalyze not just optimal but meaningful
functioning of the systems they work in. Pragmatic artistry requires managers to hone certain
demonstrable traits that include being open to challenge, questioning conventional
paradigms, being ready to embrace diversity, and shifting between thinking and acting with
tenacity, whilst constantly striving for outcomes that are meaningful, empowering, and
sustainable. Finally, they need to adopt a learning attitude and incorporate new knowledge
through their journey.
Just as sthithi means reassurance, it can also be interpreted to mean protection. A
manager’s role is to identify, balance and maintain those symmetries and patterns that are
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inherent in the system in flux. This also calls for a manager to look inwards and explore the
connection between their own consciousness and the wider existence. Needless to say, the
symbolism of the Nataraja manifests great pattern, stability and symmetry despite the
quantum flux it represents.
Having articulated the five principles of Holistic Flexibility, the paper moves on to
introduce a consciousness dimension as an important element for this conceptual lens to
realize its potential.
Holistic flexibility and management consciousness
Inspiration drawn from the Nataraja to articulate the principles of Holistic Flexibility opens
up new vistas for CST in terms of linking it to a consciousness dimension. The following
discussion will draw from the philosophy of the Shiva to crystallize this argument.
Through thirty-six tattvas, or cosmic elements, Kashmir Shaivism expounds how
manifested reality is nothing but Shiva himself. The tattvas are arranged in six descending
categories: Shuddha Tattvas I (elements of universal experience I), Shuddha Tattvas II
(elements of limited individual experience II), Ashuddha Tattvas (elements of mental
operation, sensation, and materiality), Jnanaindriyas (elements of sensation), Karmindriyas
(elements of action), Tanmatras (elements of perception or reflection), and Puncha-
Mahabhutas (elements of materiality). The universal consciousness of Shiva is manifested in
the worldly experience through the cycle of the tattvas in a constant pulsating vibration of
energies, or spanda, as represented by the Nataraja. The Shiva philosophy can cast a
profound mind-shift for managers from the prioritization of objective approaches to the
appreciation of the subjective dimension of existence. Kak (2021) talks about similar
developments in the transition of assumptions from classical to quantum science with the
shift in understanding of consciousness as being “produced by the brain” to consciousness
“is primary”. The principles of Holistic Flexibility, which emphasize on intuition and
mindfulness for managers, can be greatly enhanced by understanding the deeper philosophy
of the Nataraja.
More than a hundred years ago, the celebrated metaphysician and Indian art critique,
Coomaraswamy commented:
Throughout the East, wherever Hindu or Buddhist thought have deeply
penetrated, it is firmly believed that all knowledge is directly accessible to the
concentred and 'one-pointed' mind, without the direct intervention of the
senses. Probably all inventors, artists and mathematicians are more or less
aware of this as a matter of personal experience. In the language of psycho-
analysis, this concentration preparatory to undertaking a specific task is "the
willed introversion of a creative mind, which, retreating before its own
problem and inwardly collecting its forces, dips at least for a moment into the
source of life, in order there to wrest a little more strength from the mother
for the completion of its work," and the result of this reunion is "a fountain of
youth and new fertility." [sic] (Coomaraswamy, 1918, p. 24).
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170 R. CHOWDHURY
The above quote from Coomaraswamy can have significance at two levels for managers.
First, his perspective on how Eastern mysticism believes that universal cosmic knowledge is
“directly accessible” to human beings through concentration and mindfulness. Second, his
commentary that dedicated practitioners (inventors, artists, and mathematicians) read in
reference to managers can achieve this universal cosmic knowledge by looking deep
inwards, which can result in “a fountain of youth and new fertility”. The phrase, “fountain of
youth and new fertility” has been borrowed from Jungian (1916, p. 336) psychology and in
the context of this discussion, an interpretation of this phrase can be derived to denote an
illuminated state of mind with knowledge and creativity that can unite the manager and the
problem (subject and object, respectively) on a higher spiritual plane.
Such discussions point towards the understanding that consciousness is the substratum
on which experience, and therefore, reality, is based. For managers, awareness of their
consciousness and participation, prakasha and vimarsha, respectively, in Kashmir Shaivism,
in the wider complex and transient reality can let them lean towards being one with the
context. This understanding can be labelled as management consciousness that can lead to
decision making with mental clarity and responsible goals. A conscious awareness can go a
long way in helping managers drop their ego, display emotional balance, and work in unison
with the universal forces of existence. Even in the toughest situations, consciousness will
allow managers to stay calm and undertake a journey that is fulfilling for the self and the
society (Khalsa, 2010).
Deliberations presented in this paper make a call for managers to invest in greater self-
awareness and to look inwards to engage with organizations and societies in a more
responsible manner creating an intimate connection between themselves and the larger
whole. Several studies have pointed towards the positive effects that practices such as
meditation, concentration, and self-exploration have in business outcomes (Carlock, 2014;
Hafenbrack, 2017; Lockhart & Hicken, 2012; Mrazek et al., 2012). In a Harvard Business
Review article, Seppälä (2015) notes that positive effects of meditation and mindfulness
exercises in business leaders include building resilience, boosting emotional intelligence,
enhancing creativity, improving interpersonal relationships, and sharpening focus. These
qualities need to be clearly embedded in the principles of Holistic Flexibility. Meditation and
mindfulness can aid towards making managers act more intuitively without solely relying on
the rational analytical course.
The five principles of Holistic Flexibility and their relevance for managers
The five principles of Holistic Flexibility can be summarized as the following:
System as becoming directs towards a dynamic approach to a system based on
negotiation of boundaries, appreciation of interrelationships, and cognizance of
emergence.
Transformative flexibility brings about transformation in situations propelled by
flexibility in cognition, formulation, and substantiation.
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Responsible practice aimed at addressing problems holistically, meaningfully, and
sustainably touching both human and non-human dimensions.
Spiral of learning embraces single-, double- and triple-loop learning to enhance
efficiency, effectiveness, and value-centricity respectively.
Pragmatic artistry embraces pragmatism as a necessary approach in dynamic
situations and artistry, requiring understanding, elegance, and poise.
The symbolisms of the Nataraja inspires the archetypical characteristics of the principles of
Holistic Flexibility as it has been portrayed in Figure 3. Management consciousness is
pictorially depicted as the substratum on which the principles can be realized, symbolically
inspired by the cosmic consciousness in the form of the flaming ring around the Nataraja.
Figure 3. Five principles of Holistic Flexibility inspired by the Nataraja.
Holistic Flexibility and its principles can serve as an inspiration for managers to thread
disparate strands with analysis and logic, and yet transcend these through lateral thinking
and connected rationality. However, this will not be easy as managers are susceptible to the
dominant worldviews that pressurize them to think and act with a reductionist and
isolationist mindset. Considering the five principles of Holistic Flexibility for CST as a state
of mind, ten behaviors have been deciphered as a guidance for managers; see Table 1. A note
on the impeding challenges that managers are most likely to face in this journey and how
these can be overcome has also been provided.
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Table 1. Holistic Flexibility behaviors, their challenges, and ideas to overcome these challenges.
Expected behaviors
Impeding challenges
Overcoming the challenges
i
Challenging taken-for-
granted beliefs and
expand the contours of
one’s own mental models.
Right from childhood and
through formal education,
managers are in a way
“apprenticed” in knowledge
systems bounded by defined
pedagogies that are contextually
determined and that result in
rigid mental models.
Orient oneself to perspectives that are
unfamiliar. Ask questions on why one
thinks the way one does, and what are
the underlying assumptions of one’s
thoughts. Ask how an alternative
worldview based on a differing set of
assumptions may look like.
ii
Openness to change and
being cognizant of
emergent behaviors of
the system both
intended and unintended.
Managers often have to focus on
closing projects and moving on
to the next one. Enough time is
usually not spent on
understanding emergent effects
of one’s actions, whether they are
intended or unintended.
Changes in plans are often met
with resistance and they need to
go through cumbersome
approvals.
Understand how the context and the
system themselves transition as an
intervention progresses both due to
the effects of the intervention and due
to external factors. Be open to adapt
to project plans and intervention
designs in response to the changing
context considering both an
intervention and the context as
complex adaptive systems.
iii
Thinking laterally and
make intuitive decisions.
Managers often have to take a
structured approach and rely on
evidence-based decision making
driven by analytical methods.
They also need to present causal
linkages and rational
explanations of their decisions
and actions.
Trust what one intuitively believes
one should do to complement the
rational analytical approach. Believe in
the strength of one’s own judgement
that is based on experience, feelings,
and sense-making. Be open to risk-
taking and critique.
iv
Working across
paradigms and
embracing a wide range
of methodologies from
different frames of
references within and
outside those associated
with traditional systems
thinking.
Paradigms within which
managers operate and
methodologies that they deploy
are often influenced by the
schools they are inducted in and
by the institutions they are
affiliated to. Allegiance can
determine the modus operandi
in OR/MS interventions.
Orient oneself to knowledge and
contributions of schools of thought
and institutions that one is not
accustomed with. Be open to try out
methodologies that one is not familiar
with or collaborate with partners who
declare allegiance to a different or
differing paradigm.
v
Connecting the dots
between various factors
and modes of
representation, even
those that may seem
distant from the problem
itself.
Managers are taught to focus on
the problem and be specific
about solutions they offer. There
is a general understanding that
precision and directed action
result in more robust solutions.
Use intuition and desegregated data
to understand, project, or even
imagine interconnections between a
range of factors from the social,
economic, political, environmental,
technological, and regulatory aspects
impinging upon a problem situation.
vi
Being creative in one’s
approach to knowledge
generation and leverage
different ways of
knowing.
Managers are used to depend on
limited sources of knowing
driven by a Western rational
analytical approach that normally
involves theories, propositions,
algorithms, and
experimentations.
One needs to be open to
complementing conventional ways of
knowing with other creative modes
such as art, theatre, experience,
memory, and informal interaction.
vii
Displaying a learning
attitude and challenging
oneself and other
stakeholders by
incorporating new
insights in their work,
thereby enhancing
efficiency, effectiveness,
and value-centricity.
In usual business, due to
commercial pressure, managers’
focus on learning decreases in
priority as one moves from
efficiency to effectiveness to
value-centricity. In reality, value-
centricity is often ignored or
eyewashed in the wake of
achieving business results.
Ask tough questions. One needs to
question project sponsors, leaders,
and boards regarding why something
is being done and what are its
implications for stakeholders and for
the ecosystem in the short- and the
log-run. Involve diverse perspectives
in project planning and
implementation by inducting team
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Expected behaviors
Impeding challenges
Overcoming the challenges
members of different genders,
ethnicities, sexual identities, sexual
orientation, educational disciplines,
and socio-economic backgrounds.
viii
Involving and
empowering stakeholders
by creating conditions for
the involved and the
affected to realize their
full potential.
Projects are normally
conceptualized, designed and
implemented with a top-down
approach. In business, project
teams are brought in after a
project is finalized by the
sponsors. The affected are hardly
or never consulted.
Conceptualize projects bottom-up
starting from drawing hypotheses on
how wider stakeholder groups could
be affected. This can only happen by
bringing in the affected from the early
stages. While inducting project teams,
consider both skills and values.
Democratize the project journey.
ix
Focusing on delivering
outcomes that benefit
social, economic, and
environmental factors
and thereby ensuring the
wellbeing of current and
future generations.
Usually, projects concentrate on
a specific aspect, and they are
focused on delivering outcomes
within a defined time-period.
Holistic impact and future
generations are hardly taken into
consideration; a good example is
the effect of climate change on
the society, economy, and
environment.
Move from focusing on short-term
activities to focusing on impact that is
holistic and long-term. Use real
examples from the world, such as the
impact of climate change, to
understand the vulnerabilities of the
structures and institutions traditional
management has landed humanity in.
Voice opinions honestly and fearlessly
as mature and responsible
organizations will respect such views.
x
Appreciating one’s
position in the higher
level of cosmic existence
by understanding the
value of management
consciousness.
It is common to hear that
managers do not have time to
focus on meditation and
mindfulness exercises in today’s
busy world. Additionally, modern
management has seen the
rational analytical supersede the
consciousness discourse.
Practice mindfulness and meditation.
It is a good idea to have a guide for
self-discovery. Proactively make an
attempt to shed the ego, and display
humility, self-control, and emotional
resilience.
It is not argued that a manager needs to display all the above behaviors at the same time in
every situation. However, they should be cognizant of these behaviors and consider the
implications of their actions in light of these behaviors. This journey necessitates training, a
great deal of preparation, a supportive environment, and personal qualities that one must
possess.
The next part of this paper will present a critique of the discussions presented thus far
highlighting both its contributions and limitations.
Critique of Holistic Flexibility and its principles
Contribution
Holistic Flexibility offers a seamless, egalitarian, and universal lens to CST supported by the
five principles articulated in this paper. Throughout the 1980s leading to current times, CST
has made considerable impact in OR/MS (Jackson, 2019) promising a more flexible and
pluralist approach for problem-solving conceiving issues beyond paradigm-wars and
methodological-marginalizations. Jackson (2019) gave the SOSM (for SOSM, refer section
“Systems Thinking and Critical Systems Thinking”) a more flexible and open stance allowing
practitioners to mix-and-match methodologies and come up with their own depending on
the situation and considering various value-driven parameters. Various other scholars have
proposed different ways of critiquing rationalities, mixing methods, and working towards
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174 R. CHOWDHURY
stakeholder inclusivity and empowerment (Mingers & Brocklesby, 1997; Mingers & Gill,
1997; Midgley, 2000; Ulrich, 2012; Ormerod, 2014). However, such works remain within the
rational-analytical domain of problem-solving (Midgley & Rajagopalan, 2021). More recent
research (Cabrera & Cabrera, 2019; Midgley & Rajagopalan, 2021; Rajagopalan, 2016;
Rajagopalan & Midgley, 2015) represents a break-away for this domain that has taken
systems approaches beyond the use of methodologies and has lent it a more cognitive
character. Holistic Flexibility and its principles take the momentum of these developments
even further to consider CST as a state of mind. It also helps labelling the emerging
unconventional deployment of CST by practitioners as was also highlighted by Dr Luis
Sambo (Regional Director for Africa, World Health Organization) who spoke about how
CST helped him navigate the complexities of the situation during the Ebola epidemic in West
Africa without having to use systems approaches in their pure sense (Jackson & Sambo,
2020).
CST as a state of mind can open-up new avenues for the discipline especially at a time
when several studies have shown the power of the unconscious over the rational-analytical
(Balconi & Lucchiari, 2008; Berlin, 2011; Bunce et al., 1999; LeDoux, 1998; Phelps et al., 2000;
Wiens, 2006; Wong et al., 1994).). Holistic Flexibility takes CST beyond methodologies,
frameworks, and prescriptions making systems thinking a cognitive skill to allow managers
to deliver excellence in a Volatile-Uncertain-Complex-Ambiguous (VUCA) environment.
The principles of Holistic Flexibility allow a manager to ‘dance’ in the rhythm of flux where
realities are temporal and experiences are contextual. They allow managers to understand
that what they perceive to be prudent at one point in time might be based only on a selective
abstraction of reality created by their own perspectives and biases. From this derives the need
to reflect on their own mental models and on the implications of their actions on the society,
the planet and on themselves. This also calls for managers to explore deep interconnections
between their individual consciousness and the larger existence, an evolving body of
knowledge currently gaining prominence under fields like quantum management (Heaton
et al., 2011; Sheldrake, 2018; Tsao & Laszlo, 2019), conscious capitalism (Mackey & Sisodia,
2014), and integral systems thinking (Floyd, 2008).
Finally, it is important to note the story of an ancient unconventional metaphor from
Hinduism the Natarajafor OR/MS. To cite Peterson (2013, p. 17):
“It is time to understand these stories, instead of considering them the
superstitious enemy of science. The great myths of mankind are not theories
of objective existence. They are, instead, imaginative roadmaps to being. They
have emerged, painstakingly, piecemeal, as a consequence of our continual
close self-observation, our developing understanding of the patterns of action
that are essentially adaptive, and their representation in symbolic, narrative
and dramatic form, during the transition from implicit behavioral pattern to
explicit communicable form.”
Inspired by the cosmic dance of the Nataraja, the principles of Holistic Flexibility can
‘unbound’ a manager into a world of self-discovery in the process of co-creating the “system
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as becoming”. This perspective can indicate a paradigm shift from an emphasis on the
individual to a focus on the collective (Pavlovich & Krahnke, 2012), a much-required quality
in current management.
Limitations
Arguments presented in this paper have certain limitations categorized under three areas
conceptual, integrative, and practical in the discussion below. How these limitations open
up new avenues for research in CST will also be highlighted.
We start with the first limitation conceptual. Concepts contribute to direct one’s
thoughts and understanding in grasping complex ideas, and thereby they play an important
role in cognition (Carey, 1991). Although the literature on Holistic Flexibility states that it
does not offer a framework or methodology, it still has the danger of appearing theoretical,
especially for managers who are not exposed to the OR/MS tradition. This can be daunting
when this paper argues that Holistic Flexibility offers a more democratic and egalitarian
stance to CST. However, it is important to note that Holistic Flexibility calls for fluidity in
thinking, approaching, and doing as a differentiating characteristic in CST; in addition, the
proposal to include the consciousness aspect as its core element in this paper makes a distinct
contribution towards building a new cognitive character for CST. With inspiration drawn
from religious symbolism to evolve this new conceptual lens and with the position it situates
itself in, understanding whether Holistic Flexibility is an advancement in CST or whether it
sits at the frontier of an emergent new fourth wave in systems thinking is an area of future
research (for waves in systems thinking, refer to Midgley, 2003).
The second limitation is integrative. Although this paper introduces a distinct
consciousness angle and advances the extant literature on Holistic Flexibility, it does not
clearly address how this aspect can influence a manager in embracing each of the five
principles. Select works (Gu & Zhu, 2000; Midgley & Rajagopalan, 2021; Rajagopalan, 2020;
Shen & Midgley, 2007a,b,c, 2014, 2015) in systems science talk about integrating
consciousness in management interventions from a methodological standpoint. However,
consciousness in this paper has been limited as an additional consideration. This presents an
area of future research on how consciousness, drawn from the Shiva philosophy, can be
integrated in Holistic Flexibility in a more robust manner.
Finally, practical limitations of deploying Holistic Flexibility can arise as it calls for flexible
and creative adaptations of individual systems methodologies and methodologies outside the
OR/MS tradition in unison. Although Holistic Flexibility offers the liberty of making bold
experimentations with methodologies, it implicitly presumes that managers would have an
understanding of and some degree of expertise in these methodologies. Developing
understanding of the wide variety of systems methodologies can pose application-related
challenges due to the maturity and expertise they demand from a practitioner. Additionally,
use of systems methodologies, whether in their pure form or creatively, demands
involvement of multiple stakeholders and are lengthy to execute due to the depth of work
they demand. Although the discussions provide cues for managers on how to overcome
practical challenges of Holistic Flexibility, in reality, managers often have to succumb to
pressure from their affiliated organizations (wherever applicable) or from themselves due to
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176 R. CHOWDHURY
commercial considerations. The aspect of management consciousness introduced above can
offer some light at the end of the tunnel. Applying Holistic Flexibility and its consciousness
dimension to organizations and establishing partnerships for comparative research projects
to assess the impact of its deployment can be a potential area of future research.
Conclusion
This conceptual paper presented a discussion to articulate the principles of Holistic
Flexibility and make a case for management consciousness by drawing inspiration from the
Shiva Nataraja. Holistic Flexibility is a conceptual lens in CST to aid flexible and responsible
management practice. The paper began by introducing the symbolism of the Nataraja and
arguing for the relevance of religion and philosophy for management research. Having
provided an orientation to CST, the conceptual lens of Holistic Flexibility was introduced,
and an argument was established for the importance of articulating its principles and for the
necessity to connect these principles with an understanding of consciousness. Drawing from
the panchakritya, or the five most important functions of the Nataraja, five key principles of
Holistic Flexibility were articulated. These are the “system as becoming”, drawing from
srishti or creation, “transformative flexibility”, drawing from samhara or transformation,
“responsible practice” drawing from tirobhava or (freedom from) ignorance, “spiral of
learning” drawing from samhara or liberation, and “pragmatic artistry” drawing from sthithi
or assurance. An argument was presented to establish the importance of management
consciousness drawing from the Shiva philosophy. Behaviors associated with the principles
were enlisted along with the challenges for managers to display these behaviors. This journey
necessitates training, a great deal of preparation, a supportive environment, and personal
qualities that one must possess. Finally, a discussion was presented on how Holistic
Flexibility and its principles can lend a new character to CST as a state of mind to supersede
a rational-analytical approach in systems thinking. Contributions and limitations of the
arguments, along with areas for future research, were presented. This paper is the first
scholarly inquiry into how the philosophy of the Shiva Nataraja can shed new light on
management science, in general, and CST, in particular.
Acknowledgements
The author would like to thank Kanav Narayan Sahgal for his support in proof-reading this
paper and for his valuable deliberations to improve the arguments presented. The author is
grateful to the Associate Editor of the journal for their detailed reviews and feedback that
have immensely helped in shaping the contribution and positioning of this paper.
Disclosure statement
No potential conflict of interest was reported by the author.
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JOURNAL OF MANAGEMENT, SPIRITUALITY & RELIGION 177
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... Holistic thinking, characterized by its emphasis on the interconnectedness and interdependence of a system's components [36], is guided by several key principles: (a) Interconnectedness: Acknowledging that everything is interconnected and that the whole surpasses the sum of its parts [9,62], (b) Wholeness: Viewing the entire system, including its constituent parts, as interconnected and interdependent [9,62], (c) Context: Taking the operational context of a system into account [54], (d) Complexity: Recognizing the complexity of systems and the necessity to comprehend the relationships between their components [9,62], (e) Non-linearity: Appreciating that systems are non-linear, with minor changes capable of producing significant impacts on the entire system [62], (f) Emergence: Recognizing that new properties and behaviors can emerge from interactions among a system's components [58], (g) Feedback loops: Understanding the critical role of feedback loops in systems and their influence on overall system behavior [9,62], (h) Sustainability: Considering a system's long-term sustainability, along with its environmental and societal consequences [9,62]. ...
... Holistic thinking, characterized by its emphasis on the interconnectedness and interdependence of a system's components [36], is guided by several key principles: (a) Interconnectedness: Acknowledging that everything is interconnected and that the whole surpasses the sum of its parts [9,62], (b) Wholeness: Viewing the entire system, including its constituent parts, as interconnected and interdependent [9,62], (c) Context: Taking the operational context of a system into account [54], (d) Complexity: Recognizing the complexity of systems and the necessity to comprehend the relationships between their components [9,62], (e) Non-linearity: Appreciating that systems are non-linear, with minor changes capable of producing significant impacts on the entire system [62], (f) Emergence: Recognizing that new properties and behaviors can emerge from interactions among a system's components [58], (g) Feedback loops: Understanding the critical role of feedback loops in systems and their influence on overall system behavior [9,62], (h) Sustainability: Considering a system's long-term sustainability, along with its environmental and societal consequences [9,62]. ...
... Holistic thinking, characterized by its emphasis on the interconnectedness and interdependence of a system's components [36], is guided by several key principles: (a) Interconnectedness: Acknowledging that everything is interconnected and that the whole surpasses the sum of its parts [9,62], (b) Wholeness: Viewing the entire system, including its constituent parts, as interconnected and interdependent [9,62], (c) Context: Taking the operational context of a system into account [54], (d) Complexity: Recognizing the complexity of systems and the necessity to comprehend the relationships between their components [9,62], (e) Non-linearity: Appreciating that systems are non-linear, with minor changes capable of producing significant impacts on the entire system [62], (f) Emergence: Recognizing that new properties and behaviors can emerge from interactions among a system's components [58], (g) Feedback loops: Understanding the critical role of feedback loops in systems and their influence on overall system behavior [9,62], (h) Sustainability: Considering a system's long-term sustainability, along with its environmental and societal consequences [9,62]. ...
Chapter
According to systemic definitions, climate change is considered a complex system. Therefore, a systematic tool is needed to model it for the future. Artificial intelligence (AI) tools such as artificial neural networks (ANN) can be useful for predicting future situations based on available data. In the meantime, System thinking (ST) sees events not in a linear fashion, but in the form of feedback loops. Therefore, this tool can help to predict the climate change situation in the future, especially since different policies can be introduced as climate action and their effects can be examined. Therefore, the combination of the two methods of AI and ST can be more useful for predicting the future of climate change and the impact of climate actions than using each of them alone, based on the ability of each of them to define policy and predict based on data. In this research, the two methods of AI and ST and the studies that have been done using these two methods to predict climate change and its related parameters and also their strengths and weaknesses were examined. In the conducted investigations, it can be concluded that the combination of two methods is better than each of the methods alone, and with the help of the combination, a more correct decision can be made for the future of climate change and what climate actions should be taken.
... I started reading interpretations of Shiva mythology and philosophy in the works of Alan Daniélou, Alan Watts, Ananda Coomaraswamy, Fritjof Capra, Raja Choudhury, and Stella Kramrisch, among many others. This led me to connect the profound Shiva philosophy to systems thinking in my first research paper (Chowdhury, 2022a) on this topic. The COVID-19 lockdown and the perils associated with it, also, led me to explore and practice certain mantras associated with Shiva that offered me a platform for deeper introspection of my own place in the wider scheme of existence. ...
... Srishti, samhara, sthiti, tirobhava, and anugraha are recognized as the five most important functions of the Nataraja and are referred to as the panchakritya. Shiva's long locks are seen expanding into this unending cosmos in a representative union of the lord and the cosmos itself-the microcosm and the macrocosm, respectively (Chowdhury, 2022a). Capra (1975) talks about the dancing Shiva as a sophisticated symbol of the dance of particles and the emergence of the physical world, as studied in modern physics. ...
... With the integration of consciousness, CSL makes a new addition to the field of SL as the first attempt in the literature to draw on perspectives from Hindu philosophy, more specifically the Shiva consciousness, to enrich the SL framework. It also advances my previous work on connecting the Shiva philosophy to systems thinking (Chowdhury, 2022a), which was also the first in the literature. ...
Article
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Conscious systemic leadership (CSL) is a theoretical construct that draws from Shiva consciousness. Through major parts of history, theories and narratives have taken an individualistic approach to leadership focusing on the person as a leader. However, systemic leadership (SL) is an emergent phenomenon that draws on synergies and concerted efforts of several people and institutions operating across several places and levels to create a more purposeful and meaningful existence for us. If SL is about shifting the focus from the self to the wider scheme of existence, a consciousness-based approach is necessary. A consciousness-based approach enables us to undergo a mind-shift from the individual to the collective, from short-term to long-term, from rigidity to fluidity, from holding-on to letting-go, and from results-focus to learning-orientation. The philosophy of Shiva is drawn on to understand that consciousness is the substratum of reality, an insight used to build the theoretical construct of CSL. In Shiva consciousness, reality is embodied in our experience of the world through a transcendental and eternal process of fusion and dance of energies between the opposing archetypes of the purusha and prakriti; pure consciousness and the creative force, respectively. Everywhere, in each minute attribute of reality, a “self” is present, which is the universal consciousness of Shiva. CSL demands a set of new thinking and practices to bring this concept to life. With the integration of consciousness, CSL makes a new addition to the field of SL as the first attempt in the literature to draw on perspectives from Hindu philosophy, more specifically the Shiva philosophy.
... He further draws from Heron and Reason (1997) to argue that Western management traditions are limited as it focuses mainly on propositional knowledge and practical knowledge largely ignoring experiential knowledge and presentational knowledge. Similarly, Chowdhury (2022b) highlights the lack of an integrative approach in the Western tradition of ST. Picking up a different thread, Midgley (1996) says that CST is based on Habermas' Knowledge Constitute Interest (KCI), which is itself like a metaparadigm. ...
... Several works also argue that ST must be rooted in human consciousness as the ability to have an integrated view of the world is deeply rooted in one's understanding and realization of the position of one's own self in the wider scheme of existence (Chowdhury 2022b;Pushkar and Potrashkova 2008). In a similar vein, Henning et al. (2012) consider ST as an ethical imperative "as all of us live within systems, rely upon them, and interact with them for our survival and pleasure, any decision or action we take for our own good will impact others -for others, too, share the systems in which we live, on which we rely, with which we interact" (p. ...
... They argue that ST brings in considerations of responsibility into one's actions as we are now in the realm of "profound relatedness", where one has a morally responsible role of purposive human activity in the natural, economic, cultural, etc. worlds. Drawing inspiration from Eastern mysticism, Chowdhury (2022b) argues that the understanding of consciousness can lead systems practitioners make decisions with mental clarity and responsible goals. A conscious awareness can go a long way in helping systems managers drop their ego, display emotional balance, and work in unison with the universal forces of existence. ...
Article
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Considering Systems Thinking (ST) as a cognitive skill can create greater acceptability of and openness to the discipline from practitioners and researchers outside operations research and management science. Rather than associating ST with frameworks and methodologies, ST as a cognitive skill can help popularize and democratize the discipline. This paper highlights how the conceptual lens of Holistic Flexibility can help practitioners deploy ST as a cognitive skill without the application of any traditional systems methodology. Holistic Flexibility is defined as the dynamic interplay between a state of mind that has the ability to absorb systemic complexity and a state of practice that has the ability to embrace flexibility, both in intent and in form. Through two case-studies, discussions in this paper highlight how Holistic Flexibility can serve as a conceptual lens for systems practitioners. The case-studies demonstrate the importance of a practitioner’s ability to seamlessly manage and work with multiple variables, stakeholders, and factors to deliver responsible outcomes with the aid of learning loops. The main contribution of this paper lies in the case-studies and analyses presented that provide use cases for Holistic Flexibility in ST, which will help address recent calls in the discipline for ST to be considered as a cognitive skill.
... (Dewey, quoted in Menand, 2002, p. 320) Chowdhury's ongoing work on 'holistic flexibility' is also relevant here. In a recent paper, Chowdhury (2022) suggests that CST needs to become a 'state of mind' and, drawing upon the Hindu symbol of the Nataraja, offers 5 principles and 10 behaviours which can guide managers to change their consciousness in this direction. ...
Article
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This is the third of a series of papers on the stages of critical systems practice. Critical systems practice is a multimethodology that seeks to employ the ideas of critical systems thinking to intervene in and improve complex real‐world problem situations. It has four stages—Explore (the problem situation), Produce (an intervention strategy), Intervene (flexibly) and Check (on progress)—called to mind as EPIC. The aim is to set out where thinking has reached on the best way to carry out each of these stages and to invite comment on what more needs doing. This paper discusses the third stage, Intervene. It is concerned with executing a flexible multimethodological intervention in accordance with the agreement reached by decision makers, and other stakeholders, at the end of the previous stage. The theoretical and practical problems associated with multimethodological interventions are discussed, and solutions and ways forward are suggested based on the philosophy of pragmatism.
Article
In management research, the impact of spirituality and its positive influence on organizational outcomes has been studied from many aspects of management practice. The result has been a non-delineated, cross-sectional view of spiritual guidance in creating healthy individual and business outcomes. Unfortunately, the limited focus on spiritual well-being has not encouraged research that considers the full range of outcomes from various dimensions of spirituality. Such focus has not considered the influence of adverse spiritual intent or made distinctions between divine and human forms of spirituality that create uncertainty and lack of trust in spiritual and religious guidance. Considering these limitations, this conceptual research shares a dimensionality of spiritual discernment derived from the current literature on spirituality in management and discusses the limitations of each within the context of developing spiritual capital and spiritual intelligence. This paper presents both divine and human relationships in framing this model and suggests the need to better understand the bounded nature of spirituality under dark or human influence. The outcome from this work is the development of a Relational Models Theory of Spirituality (RMTS) framework to guide management research in creating an ontological perspective around the nature and intent of spiritual relationships and to encourage seeking third-person spirituality as an unbiased, higher form of Spiritual guidance.
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In pursuit of global sustainable value creation, the conceptual ambiguity inherent in sustainability poses a challenge for goal-seeking problem-solvers. This paper addresses this challenge by introducing a typology for distinguishing among nine types of sustainability challenges that could be faced in systemic intervention. To navigate the complexity and vagueness inherent in sustainability, the Space of Challenges (SOC) is utilized as a tool for second-order systems thinking, grounded in the fundamentals of critical systems thinking. The paper aims to support system thinkers seeking to organise a systemic intervention for improved sustainability performance of systems. The support is developed to contribute to the alignment of sustainability challenges with suitable systems methodologies in multimethodological systemic interventions. A typology is proposed to differentiate sustainability challenges, and then integrated with the Cynefin sense-making framework to categorise challenges as simple, complicated or complex. The Space of Challenges framework is then applied to a case of sustainable housing in East Africa exploring alternative binders in block-based building, to highlight the differences among the nine types of proposed sustainability challenges.
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The world is set against the backdrop of complexity that is characterized by local rules, nonlinearity, unpredictability, and volatility. Various approaches of understanding complexity are presented including the Cynefin framework. Systems thinking is an overarching term that refers to perspectives, concepts, frameworks, approaches, methodologies, and interventions that are pinned on the understanding of interrelationships between constituent parts in a context that give rise to emergent behaviors of the whole. As the world grapples with increasing complexities posed by wars, pandemics, macro-economic volatility, data colonization, and climate change, systems thinking offers the frameworks and methodologies to understand and address such situations. The historical development of systems thinking is traced beginning with Alexander Bogdanov’s tektology that, in many ways, sowed the intellectual seeds of the discipline, as we know it. The journey of systems thinking is discussed through the waves metaphor of hard, soft, and critical systems thinking. An alternative to the waves, the system of systems methodologies (SOSM) is presented that helps in understanding different systems traditions by plotting an array of systems methodologies in an ideal-typical grid intersecting between the nature of the participants and the nature of the system.
Article
Holistic Flexibility is a conceptual lens in systems thinking that enables intellectual, emotional and tactical elasticity in systems practice. This paper will demonstrate Holistic Flexibility in practice in an NGO setting to design and implement a programme to address the widening gap between government policy and its implementation. Critical Systems Heuristics was chosen as the preferred methodology, strengthened with two methods from two other systems methodologies—CATWOE (a mnemonic for Customers, Actors, Transformation, Worldview, Owners, Environment) from Soft Systems Methodology and issues (assumption) rating method from Strategic Assumption Surfacing and Testing. Following a participative programme design exercise, two phases were identified. The strategy, implementation and impact of phase 1, which covered work undertaken between the period 2018 and 2020, is provided. Phase 2 was under consideration at the time of writing this paper.
Article
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The COVID-19 pandemic offers an historic precedent to review and challenge the values of social, economic, environmental, and cultural belief systems. The concept of the “New Normal” and the experience of the global pandemic provide points of transition in thinking about our relationship to our planet and to each other. These include the fragility of contemporary economics, dependency on industrialized urban infrastructures, and reliance on top-down governance, vulnerability to climate disasters, dislocation from the natural world, societal inequalities, and the loss of cultural memory. The paper considers the potential role of systems thinking in attempting to manage societies’ responses to the pandemic. To provide the methodological context in which some systems thinking can be applied to alleviate the pandemic, we conduct a focused literature review of systemic frameworks, and using examples from Brazil and England, the paper questions the validity of existing disaster management systems and proposes an integrated critical systems approach. Reflecting on these experiences, questions of systems criticality are further developed and considered in relation to critical recovery from disasters and as integral critical systems (ICS) to interrogate the intention of systems. Finally, the paper reflects upon the value of systems and the values embedded in systems that may or may not promote equitable well-being in recovery from disasters such as COVID-19.
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Metaphors are popular in human interaction as a means to make relevant associations, convey complex ideas, and even dramatize reality or introduce humour in conversations. Metaphors, if leveraged effectively, can be a powerful tool for management consultants in their client engagement process. Chosen with a sensitive and empathetic rationale, metaphors can not only help fathom highly complex problem situations, they can also bring in an element of light‐heartedness in consulting conversations that may otherwise be stale and unexciting. Metaphorical associations can enable informality, trust, and long‐term engagement between consultants and their clients. This paper presents a first person narrative of how the author has used metaphors as a tool for creative consulting. A reflection is provided on how the experiences narrated in this paper align with the conceptual lens of holistic flexibility introduced by Rajneesh Chowdhury in his latest book on systems thinking for management consultants in 2019. .
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This article introduces the Special Issue concerned with organizational spirituality, symbolism and storytelling. Stressing the growing scholarly interest in these topics, the article makes a two-fold contribution. First, it critically assesses their development over time while identifying the emerging trends and new ways in which spirituality, symbolism and storytelling are taken up in management and organization studies. We make a case for utilizing their promise to transcend the epistemic boundaries and extend the scope of our academic practice beyond self-referential approaches or ‘fashionable’ topics. Second, it links them to what we term the current crises of imagination, calling into question extant institutional and organizational paradigms, as well as the theoretical frames we rely on in our teaching and research. The multiple crises we face – economic, financial, food, water, energy, climate, migration and security – we suggest, are partly due to the fragmentation of meaning that bedevils our scholarship and, implicitly, the failure of our collective imagination. Reaching across foundational disciplines and core methodologies, we bring into the conversation the interlocking fields of spirituality, symbolism and storytelling, highlighting their potential for addressing the cardinal challenges we face as citizens of this world as much as organizational scholars.
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This paper addresses the under-researched issue of stakeholder identification and engagement in problem structuring interventions. A concise framework is proposed to aid critical reflection in the design and reporting of stakeholder identification and engagement. This is grounded in a critical-systemic epistemology, and is informed by social identity theory. We illustrate the utility of the framework with an example of a problem structuring workshop, which was part of a green innovation project on the development of a technology for the recovery of rare metals from steel slag. The workshop was initially going to be designed to surface stakeholder views on the technology itself. However, it became apparent that a range of other strategic issues concerning the future of the site were going to impact on decision making about the use of steel slag. It therefore became important to evolve the agenda for the problem structuring, and this is where the critical-systemic approach made a difference. It enabled the workshop to be reframed as a community-based event looking at how the former steelworks site could be developed for new purposes. Evaluation of this problem structuring intervention revealed significant stakeholder learning about the issues needing to be accounted for, and a range of possible options for the development of the steelworks site were explored. The paper ends with a discussion of the utility of social identity theory for understanding the processes and outcomes of the workshop, and reflections are provided on its implications for operational research practice more generally.
Chapter
Applied systems thinking has evolved since the 1950s through three paradigmatic waves. Authors in the first wave regarded systems as real-world entities, and systems models as representations of reality, so objectivity was important. In contrast, second wave authors emphasized thinking in terms of systems, and the exploration of multiple perspectives. The role of models was to aid mutual understanding and enhance the appreciation of diverse viewpoints on possible actions to be taken. In the 1980s, first and second wave advocates came into conflict. Then some third wave authors, initially working under the banner of critical systems thinking, argued that the division of the systems research community into two camps was unhelpful, and they advocated methodological pluralism – mixing methods from both traditions. Other authors set out to address power relations during interventions – in particular, the practice of exploring value and boundary judgments in projects in order to address conflict and marginalization. This practice came to be called “boundary critique,” and it was eventually integrated with methodological pluralism in a new approach called “systemic intervention.” This chapter gives readers a thorough overview of the emergence and maturation of both critical systems thinking and systemic intervention, illustrated with practical examples. It then discusses two major problems that remain unaddressed in the third wave. First, the increasing proliferation of methodologies and methods has resulted in such a diversity of views on systems thinking, that explaining what it is to newcomers has become a real challenge. Second, despite this diversity, all the new methodologies and methods are still founded on principles of rational analysis, and approaches that go beyond this are marginalized. For instance, arts-based and theater methods are rarely mentioned in the literature on systems thinking, yet they can help people discover how their value and boundary assumptions have roots in unconscious impulses and memories. Such discoveries help to unfreeze taken-for-granted understandings, including the internalization of oppressive power relationships. Very recent writings have begun to tackle these problems, but it is too soon to judge whether they represent an extension of the third wave, or the first swellings of a new, fourth wave of systems thinking.
Book
This book advances systems thinking by introducing a new philosophy of systemic knowing. It argues that there are inescapable limits to rational understanding. Humankind has always depended on extended ways of knowing to complement the rational-analytic approach. The book establishes that the application of such methods is fundamental to systemic practice. The author advocates embracing two modes of consciousness: intentionality, which Western philosophy has long recognized, and non-intentional awareness, which Eastern philosophy additionally highlights. The simultaneity of these two modes of consciousness, and the variety of knowings they spawn are harnessed for a more holistic, systemic knowing. Four practices from fields related to systems thinking are examined: two contemporary action research methodologies from the US and the UK; the Sumedhian (Indian) approach to inquiry about processes within groups; and a technique of group psychotherapy originating in Eastern Europe. Each of these systematically harnesses knowing using both modes of consciousness. Therefore, the author insists, such approaches must be included in systemic practice, in purposeful and methodical juxtaposition to rational-analytic ways. The book provides examples and guidelines for deployment.
Article
Quantum Management brings to light the power of direct-intuitive practices – such as meditation, nature immersion, and countless others – to transform a leader’s consciousness as the highest point of leverage for entrepreneurial creativity embedding social purpose. Layered on top of such practices are insights from quantum physics and related disciplines that offer a radically different view of organizational life. Such insights help managers understand how direct-intuitive practices work to change a person at the deepest level of their identity. Direct-intuitive practices give managers an experience of wholeness that heightens their awareness of how their actions impact others and the world. Such awareness leads managers to pursue business as a force for good not only because of the analytic business case for it, which remains important, but because of who they are being. Recent developments in science inform their experience by re-framing their understanding of the nature of reality.