484 lines
21 KiB
Markdown
484 lines
21 KiB
Markdown
---
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name: using-systems-thinking
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description: Router for systems thinking methodology - patterns, leverage points, archetypes, stocks-flows, causal loops, BOT graphs
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mode: true
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pack: yzmir/systems-thinking
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faction: yzmir
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skill_type: meta_router
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dependencies:
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- yzmir/systems-thinking/recognizing-system-patterns
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- yzmir/systems-thinking/leverage-points-mastery
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- yzmir/systems-thinking/systems-archetypes-reference
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- yzmir/systems-thinking/stocks-and-flows-modeling
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- yzmir/systems-thinking/causal-loop-diagramming
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- yzmir/systems-thinking/behavior-over-time-graphs
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estimated_time_hours: 0.5
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---
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# Using Systems-Thinking (Meta-Skill Router)
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**Your entry point to systems thinking methodology.** This skill routes you to the right combination of systems analysis skills for understanding complex, interconnected problems.
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## Purpose
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This is a **meta-skill** that:
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1. ✅ **Routes** you to the correct systems thinking skills
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2. ✅ **Combines** multiple skills for comprehensive analysis
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3. ✅ **Provides** workflows for common problem types
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4. ✅ **Explains** when to use systems thinking vs other approaches
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**You should use this skill:** When facing complex problems with feedback loops, delays, unintended consequences, or persistent failures despite interventions.
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---
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## Core Philosophy: Think in Systems
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### The Central Idea
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**Linear Thinking**: Problem → Solution → Fixed
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- Assumes cause and effect are close in time and space
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- Ignores feedback loops and delays
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- Leads to "fixes that fail" and escalation
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- Symptoms return or move elsewhere
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**Systems Thinking**: Structure → Behavior → Intervention
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- Recognizes feedback loops create behavior
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- Delays cause intuition failures
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- Small interventions at leverage points beat brute force
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- Address root causes, not symptoms
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### When This Pack Applies
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**✅ Use systems-thinking when:**
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- Problems persist despite repeated fixes
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- Solutions create new problems (unintended consequences)
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- System behavior is counter-intuitive
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- Multiple stakeholders with conflicting incentives
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- Long delays between action and result
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- "The harder we push, the harder the system pushes back"
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**❌ Don't use systems-thinking when:**
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- Simple, isolated problems with clear cause-effect
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- One-time decisions with immediate results
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- Pure optimization (no feedback dynamics)
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- Well-understood linear processes
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---
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## Pack Overview: 6 Core Skills
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### Wave 1: Foundation and Pattern Recognition
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#### 1. recognizing-system-patterns
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**When to use:** ANY complex problem - start here
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**Teaches:** S-curves, feedback loops (reinforcing/balancing), delays, stock-flow thinking
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**Examples:** Viral growth, technical debt, burnout spirals
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**Time:** 45-60 min
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**Key insight:** Behavior patterns reveal underlying structure
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#### 2. systems-archetypes-reference
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**When to use:** Recognize recurring problem patterns
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**Teaches:** 10 classic archetypes (Fixes that Fail, Shifting the Burden, Escalation, etc.)
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**Examples:** Feature factory, hero culture, arms race
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**Time:** 60-90 min
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**Key insight:** Most problems match known patterns with known solutions
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#### 3. leverage-points-mastery
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**When to use:** Design interventions, prioritize where to act
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**Teaches:** Donella Meadows' 12 leverage points hierarchy
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**Examples:** Constants (weak) vs rules vs paradigms (powerful)
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**Time:** 60-75 min
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**Key insight:** Small changes at high leverage points beat large changes at low points
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### Wave 2: Quantitative Analysis
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#### 4. stocks-and-flows-modeling
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**When to use:** Predict future states, calculate equilibrium, analyze accumulation dynamics
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**Teaches:** Formal notation, equilibrium analysis, time constants, delay analysis
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**Examples:** Customer churn, bug backlog, burnout accumulation
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**Time:** 75-90 min
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**Key insight:** Quantification elevates from "will get worse" to "6.7 weeks to crisis"
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#### 5. causal-loop-diagramming
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**When to use:** Map system structure, communicate feedback dynamics, find root causes
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**Teaches:** 6-step construction process, polarity testing, loop identification
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**Examples:** Death spirals, virtuous cycles, balancing processes
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**Time:** 60-75 min
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**Key insight:** Systematic construction prevents polarity errors that change diagnosis
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#### 6. behavior-over-time-graphs
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**When to use:** Show trajectories, compare scenarios, communicate dynamics over time
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**Teaches:** 7-step construction, 70-80% scale rule, ASCII standards, validation
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**Examples:** S-curve adoption, crisis timing, intervention impact
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**Time:** 60-75 min
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**Key insight:** "What happens over time" with concrete numbers and dates
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---
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## Routing Logic: Which Skills Do I Need?
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### Decision Tree
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```
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START: What's your goal?
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├─ UNDERSTAND A PROBLEM (First time encountering complexity)
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│ ├─ Start here → recognizing-system-patterns
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│ ├─ Does it match a known pattern? → systems-archetypes-reference
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│ └─ What behavior over time? → behavior-over-time-graphs
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│
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├─ MAP SYSTEM STRUCTURE (How does this work?)
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│ ├─ Identify feedback loops → causal-loop-diagramming
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│ ├─ Calculate accumulation → stocks-and-flows-modeling
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│ └─ Show dynamics → behavior-over-time-graphs
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│
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├─ DESIGN INTERVENTIONS (What should we do?)
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│ ├─ Identify leverage points → leverage-points-mastery
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│ ├─ Predict outcomes → stocks-and-flows-modeling + behavior-over-time-graphs
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│ └─ Match to archetype solution → systems-archetypes-reference
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│
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├─ COMMUNICATE TO STAKEHOLDERS (Convince others)
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│ ├─ Executive version → behavior-over-time-graphs (with $ impacts)
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│ ├─ Technical version → causal-loop-diagramming + stocks-and-flows-modeling
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│ └─ Pattern recognition → systems-archetypes-reference ("We're in Fixes that Fail")
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│
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└─ QUANTITATIVE PREDICTION (When will crisis hit? How many?)
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├─ Calculate trajectory → stocks-and-flows-modeling
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├─ Visualize scenarios → behavior-over-time-graphs
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└─ Validate structure → causal-loop-diagramming
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```
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---
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## Common Problem Types and Skill Combinations
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### Scenario 1: "Our Solution Keeps Failing"
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**Symptoms:**
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- Applied fix multiple times
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- Problem returns or gets worse
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- "We tried everything"
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**Routing Sequence:**
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1. **systems-archetypes-reference** → Recognize "Fixes that Fail" or "Shifting the Burden"
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2. **causal-loop-diagramming** → Map the reinforcing loop keeping problem alive
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3. **leverage-points-mastery** → Find intervention point (probably addressing root cause, not symptom)
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4. **behavior-over-time-graphs** → Show "with fix" vs "without fix" vs "address root cause"
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**Why this sequence:**
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- Archetypes give you the pattern (quick recognition)
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- CLD maps the specific instance
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- Leverage points guide where to intervene
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- BOT graphs communicate to stakeholders
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### Scenario 2: "Growth is Slowing / Hitting Limits"
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**Symptoms:**
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- Initial success, now plateauing
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- S-curve behavior
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- Limits to growth
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**Routing Sequence:**
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1. **recognizing-system-patterns** → Identify S-curve, find the balancing loop
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2. **stocks-and-flows-modeling** → Calculate time to saturation, equilibrium capacity
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3. **systems-archetypes-reference** → "Limits to Growth" archetype
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4. **leverage-points-mastery** → Options: expand limit, find new growth, stabilize
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5. **behavior-over-time-graphs** → Show trajectory with/without limit expansion
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**Why this sequence:**
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- Pattern recognition confirms S-curve
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- Stock-flow gives you numbers (when hits limit?)
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- Archetype provides intervention options
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- Leverage points prioritize options
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- BOT graphs show impact
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### Scenario 3: "We're in a Vicious Spiral"
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**Symptoms:**
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- Self-reinforcing decline
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- "The harder we work, the worse it gets"
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- Death spiral, burnout, quality collapse
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**Routing Sequence:**
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1. **recognizing-system-patterns** → Identify reinforcing loop (R)
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2. **causal-loop-diagramming** → Map the specific reinforcing structure
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3. **systems-archetypes-reference** → Match to "Escalation" or "Success to the Successful"
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4. **stocks-and-flows-modeling** → Calculate time to crisis (when does morale hit 0?)
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5. **leverage-points-mastery** → Break the loop (add balancing feedback)
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6. **behavior-over-time-graphs** → Show crisis timing + intervention impact
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**Why this sequence:**
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- Pattern recognition identifies reinforcing dynamic
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- CLD maps exact structure (what's reinforcing what?)
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- Archetype gives tested solutions
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- Stock-flow calculates urgency
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- Leverage points find where to break loop
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- BOT graphs communicate stakes
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### Scenario 4: "Delay Between Action and Result"
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**Symptoms:**
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- Decisions based on old information
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- Overshooting, oscillation
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- "We keep over/under correcting"
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**Routing Sequence:**
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1. **recognizing-system-patterns** → Identify delay, oscillation pattern
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2. **stocks-and-flows-modeling** → Calculate delay time constant, D/R ratio
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3. **causal-loop-diagramming** → Mark delays on causal links (||)
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4. **systems-archetypes-reference** → "Shifting the Burden to the Intervenor" (long-term fix delayed)
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5. **behavior-over-time-graphs** → Show overshoot/undershoot pattern
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**Why this sequence:**
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- Pattern recognition confirms delay issue
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- Stock-flow quantifies delay danger (D/R > 0.5 = crisis)
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- CLD visualizes where delays are
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- Archetype matches delay-based patterns
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- BOT graphs show oscillation
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### Scenario 5: "Presenting to Executives"
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**Goal:** Get buy-in for systems-based solution
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**Routing Sequence:**
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1. **behavior-over-time-graphs** → LEAD with this (clear, visual, $$ impacts)
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- "Current trajectory: 6.7 weeks to crisis"
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- "With intervention: stabilizes at 80% capacity"
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2. **systems-archetypes-reference** → Frame as known pattern ("We're in Fixes that Fail")
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3. **leverage-points-mastery** → Justify intervention choice ("This is a high-leverage point")
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4. **causal-loop-diagramming** → BACKUP ONLY (if asked "why does this happen?")
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**Why this sequence:**
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- Executives want impact first (BOT graphs)
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- Pattern names create shared language (archetypes)
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- Leverage points justify resource allocation
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- CLDs available if deep dive needed
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### Scenario 6: "Multi-Variable System (Technical Debt, Velocity, Morale)"
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**Symptoms:**
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- Many interacting variables
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- Hard to see connections
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- Non-obvious causality
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**Routing Sequence:**
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1. **causal-loop-diagramming** → Map all variables and causal links
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2. **stocks-and-flows-modeling** → Calculate multi-stock dynamics (debt, morale, velocity all accumulate)
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3. **behavior-over-time-graphs** → Show multi-variable trajectories (separate panels or dual-axis)
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4. **leverage-points-mastery** → Identify highest leverage variable
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**Why this sequence:**
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- CLD handles many variables well
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- Stock-flow models accumulation of each
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- BOT graphs show multiple trajectories
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- Leverage points prioritize where to act
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---
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## Step-by-Step Workflows
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### Workflow 1: Systematic Problem Analysis (80% of use cases)
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**Process:**
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1. **recognizing-system-patterns** (15 min) - What patterns appear? S-curve? Reinforcing loop?
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2. **systems-archetypes-reference** (20 min) - Does this match a known archetype?
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3. **causal-loop-diagramming** (30 min) - Map the specific structure
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4. **stocks-and-flows-modeling** (45 min) - Quantify key stocks, calculate time constants
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5. **leverage-points-mastery** (20 min) - Identify high-leverage interventions
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6. **behavior-over-time-graphs** (30 min) - Show current trajectory + intervention scenarios
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**Total time:** ~2.5-3 hours
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**Output:** Complete systems analysis with quantitative predictions and intervention design
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### Workflow 2: Quick Pattern Recognition (When time-limited)
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**Process:**
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1. **recognizing-system-patterns** (15 min) - Quick pattern ID
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2. **systems-archetypes-reference** (20 min) - Match to archetype, use archetype's standard solution
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**Total time:** ~35 min
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**Output:** Pattern diagnosis + known solution approach
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**Trade-off:** No quantification, no custom structure mapping
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### Workflow 3: Executive Presentation Prep
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**Process:**
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1. **stocks-and-flows-modeling** (45 min) - Calculate key numbers (crisis timing, costs, ROI)
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2. **behavior-over-time-graphs** (40 min) - Create executive-friendly graphs ($$ impact)
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3. **leverage-points-mastery** (15 min) - Justify intervention choice
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4. **systems-archetypes-reference** (10 min) - Frame with archetype name
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**Total time:** ~110 min
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**Output:** Executive presentation with quantified impact
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### Workflow 4: Deep Technical Analysis
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**Process:**
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1. **recognizing-system-patterns** (15 min) - Pattern confirmation
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2. **causal-loop-diagramming** (60 min) - Detailed structure mapping, polarity validation
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3. **stocks-and-flows-modeling** (90 min) - Multi-stock equations, sensitivity analysis
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4. **behavior-over-time-graphs** (45 min) - Multi-scenario comparison
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5. **leverage-points-mastery** (30 min) - Evaluate intervention points
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**Total time:** ~4 hours
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**Output:** Comprehensive technical analysis with validated structure and quantified scenarios
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---
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## Skill Dependencies and Learning Path
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### Learning Path for Beginners
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**Start here if new to systems thinking:**
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1. **recognizing-system-patterns** (REQUIRED FIRST)
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- Foundation for all other skills
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- Teaches core concepts: stocks, flows, feedback, delays
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- Builds intuition for system behavior
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2. **systems-archetypes-reference** (LEARN SECOND)
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- Pattern library accelerates analysis
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- Provides vocabulary (names for patterns)
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- Gives tested solutions
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3. Choose path based on needs:
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- **Quantitative path** → stocks-and-flows-modeling → behavior-over-time-graphs
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- **Structural path** → causal-loop-diagramming → leverage-points-mastery
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### Skill Dependencies
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**No prerequisites:**
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- recognizing-system-patterns (START HERE)
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**Requires recognizing-system-patterns:**
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- systems-archetypes-reference (builds on patterns)
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- causal-loop-diagramming (uses feedback loop concepts)
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- stocks-and-flows-modeling (uses stock/flow distinction)
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- leverage-points-mastery (uses system structure concepts)
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- behavior-over-time-graphs (uses pattern recognition)
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**Works better together:**
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- stocks-and-flows-modeling + behavior-over-time-graphs (calculate, then visualize)
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- causal-loop-diagramming + leverage-points-mastery (map structure, find intervention)
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- systems-archetypes-reference + leverage-points-mastery (pattern → known leverage points)
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---
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## Rationalization Resistance Table
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| Rationalization | Reality | Counter-Guidance | Red Flag |
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|-----------------|---------|------------------|----------|
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| "Just add more resources" | Resource additions often activate balancing loops | "Route to leverage-points-mastery - this is lowest-leverage point (constants)" | Ignoring system structure |
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| "This isn't a system, it's a simple bug" | Bugs that persist are symptoms of system structure | "Route to systems-archetypes-reference - likely 'Fixes that Fail'" | Linear thinking on complex problems |
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| "We don't have time for analysis" | Crisis timing requires stock-flow calculation | "Route to stocks-and-flows-modeling - 15 min calculation vs wrong 6-month commitment" | Analysis paralysis fear |
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| "Our situation is unique" | 90% match archetypes | "Route to systems-archetypes-reference - most 'unique' problems aren't" | Not invented here syndrome |
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| "Just draw a quick diagram" | Polarity errors change diagnosis (R vs B) | "Route to causal-loop-diagramming - use systematic 6-step process" | Skipping validation |
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| "Intuition says it will get worse" | Intuition fails on delays, non-linear dynamics | "Route to stocks-and-flows-modeling - calculate, don't guess" | Overconfidence in intuition |
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| "We need to act NOW" | Acting without understanding wastes resources | "Route to recognizing-system-patterns - 15 min pattern ID prevents months of wrong solution" | Action bias |
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| "Too complicated to model" | Most systems can be modeled simply | "Route to stocks-and-flows-modeling - start with 1-2 stocks" | Complexity avoidance |
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| "Graphs are for presentations, not analysis" | Graphs reveal patterns invisible in tables | "Route to behavior-over-time-graphs - construction process IS analysis" | Separating analysis from communication |
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---
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## Red Flags Checklist
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Watch for these signs of incorrect approach:
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- [ ] **Linear Thinking**: "X causes Y, so fix X" (ignoring feedback loops)
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- [ ] **Symptom Treating**: Addressing symptoms without mapping structure
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- [ ] **Resource Obsession**: Only considering "add more people/money" solutions
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- [ ] **Analysis Paralysis**: Trying to model everything instead of starting simple
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- [ ] **Skipping Validation**: Drawing CLDs without polarity double-test
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- [ ] **Gut-Feel Quantification**: "Probably double in 6 months" without calculation
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- [ ] **Graph Manipulation**: Tweaking scale to make problems look bigger/smaller
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- [ ] **Archetype Forcing**: Forcing problem into wrong archetype
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- [ ] **Ignoring Delays**: Not marking delays on CLDs or calculating time constants
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- [ ] **Single-Skill Fixation**: Using only one tool (e.g., only CLDs, no quantification)
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**If any red flag triggered → STOP → Route to appropriate skill(s)**
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---
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## When NOT to Use This Pack
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Clarify boundaries with other approaches:
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| Problem Type | Use Instead | Reason |
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|--------------|-------------|--------|
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| Well-understood algorithm optimization | Standard profiling/optimization | No feedback dynamics |
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| One-time decision with immediate result | Decision analysis, expected value | No time dynamics |
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| Pure data analysis / statistics | Data science methods | Not about system structure |
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| Legal/compliance requirements | Ordis security-architect | Different domain |
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| Pure UX research | Lyra ux-designer | Different methodology |
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| Code architecture | Axiom system-architect | Code structure, not system dynamics |
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**Edge case:** Software architecture CAN have systems dynamics (technical debt accumulation, team coordination). Use **both** system-architect (structure) AND systems-thinking (dynamics).
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---
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## Integration with Other Packs
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### Simulation-Foundations (Yzmir)
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- **Use together when:** Need to implement simulation based on systems model
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- **Workflow:** systems-thinking (design) → simulation-foundations (implementation)
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- **Example:** Model ecosystem with stocks-and-flows → implement with differential-equations-for-games
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### System-Architect (Axiom)
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- **Use together when:** Software architecture decisions have feedback dynamics
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- **Workflow:** system-architect (code structure) + systems-thinking (team/process dynamics)
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- **Example:** Microservices architecture (static) + team coordination dynamics (systems thinking)
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### Deep-RL (Yzmir)
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- **Use together when:** Training RL agents in systems with feedback
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- **Workflow:** systems-thinking (environment analysis) → deep-rl (agent design)
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- **Example:** Understand ecosystem dynamics with causal-loop-diagramming → train agents with actor-critic-methods
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---
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## Summary: Start Here
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**First time with systems thinking?**
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→ **recognizing-system-patterns** (foundation skill, 45-60 min)
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**Problem keeps returning despite fixes?**
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→ **systems-archetypes-reference** → Find "Fixes that Fail" or "Shifting the Burden"
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**Need to predict future states?**
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→ **stocks-and-flows-modeling** → Calculate time to crisis, equilibrium
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**Need to map system structure?**
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→ **causal-loop-diagramming** → Visualize feedback loops
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**Need to design intervention?**
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→ **leverage-points-mastery** → Find high-leverage points
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**Need to communicate dynamics?**
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→ **behavior-over-time-graphs** → Show trajectories over time
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**Not sure where to start?**
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→ Use this router skill! Ask diagnostic questions:
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- "Is this problem persisting despite fixes?"
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- "Are there delays between action and result?"
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- "Do we understand the feedback loops?"
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- "What's the goal: understand, map, intervene, or communicate?"
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**Most common workflow:**
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recognizing-system-patterns → systems-archetypes-reference → causal-loop-diagramming → stocks-and-flows-modeling → leverage-points-mastery → behavior-over-time-graphs
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**Time for complete analysis:** 2.5-4 hours (depending on complexity)
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**Key principle:** Start with patterns, match to archetypes, map structure, quantify dynamics, find leverage, visualize scenarios.
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---
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## Systems Thinking Specialist Skills Catalog
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After routing, load the appropriate specialist skill for detailed guidance:
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1. [recognizing-system-patterns.md](recognizing-system-patterns.md) - Foundation: S-curves, feedback loops, delays, stock-flow thinking, pattern recognition
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2. [systems-archetypes-reference.md](systems-archetypes-reference.md) - 10 classic archetypes: Fixes that Fail, Shifting the Burden, Escalation, recurring patterns
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3. [leverage-points-mastery.md](leverage-points-mastery.md) - Donella Meadows' 12 leverage points, intervention design, prioritization
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4. [stocks-and-flows-modeling.md](stocks-and-flows-modeling.md) - Quantitative modeling: equilibrium analysis, time constants, accumulation dynamics
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5. [causal-loop-diagramming.md](causal-loop-diagramming.md) - Structure mapping: 6-step construction, polarity testing, loop identification
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6. [behavior-over-time-graphs.md](behavior-over-time-graphs.md) - Trajectory visualization: 7-step construction, scenario comparison, communication
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