The use of Problem Structuring Method (PSM) interventions leads to outcomes unique to the circumstances of the problem context. Given the singular nature of these outcomes a consultant attempting to sell a PSM intervention will struggle to articulate value to clients in terms that are commercially meaningful prior to the intervention being enacted. Thus, in order to win a contract to deliver a PSM intervention the consultant must first resolve this puzzle. We explore this question by i) reviewing how the value of PSMs has been assessed previously, ii) setting out a suitable theoretical position to explore the problem, and iii) presenting empirical data from a commercial organisation to build our theoretical position. This starts with agreement with Checkland and Scholes that attempting to sell the (financial) value of a PSM intervention a priori is unlikely to ever succeed. Our theoretical development through analysis of empirical data leads to the recognition that the process of selling a PSM intervention is bound to the interposition of the processes of problematization and interessement and the issue of trust. The recognition of a distinction between these and the actual enactment of a PSM intervention leads us to conclude that the process of selling the consulting engagement is entirely associated with the temporal ordering between them. We thus avoid the bind of the original puzzle only by articulating a paradox. To resolve the paradox, we shift analytical focus to the pre-contractual phase of the relationship between a consultant and client and discuss implications of this paradox for Soft OR practice.

Stimulated by the growing interest in understanding the actuality of project managing and the need to better understand how front-end project workshops can be efficacious, we aim to turn workshops-as-practice into a meaningful object of inquiry. We operationalise Social Practice Theory by studying the intertwining of materials, skills and meaning in video-recorded micro-episodes in a front-end project workshop. Our findings illustrate how material elements provide sensitive assistance as professional skills are enacted in structuring the project-specific urban development challenge. Our theoretical, methodological and empirical approach makes the characteristic tension of practice between transformation and reproduction accessible for empirical inquiry and theorising from practice, thereby helping to develop project management knowledge that resonates with the experience of the project practitioner.

Practice theory is a collective concept embodying a group of social theories that take practice, in other words actions, as the central focus of their theorising. In this paper we examine the intellectual development of practice theory, highlighting the importance of the key ideas that have shaped thinking on organisational activities and show their relevance to OR. In particular, we examine the social theories that OR researchers have adopted, what data was captured, and how it was analysed in order to establish empirical grounding in case studies involving workshops and meetings published by OR researchers. The cases thus provide a useful empirical basis for comparison to outline the prospects for the use of practice theories by OR academic researchers. Finally, we propose an agenda to advance the understanding of practice theories and their contribution to the theory and practice of OR.

in recent decades, frameworks combining rankings and indices for smart and sustainable city development have proliferated. Stakeholders respond to them in various ways for strategizing towards urban sustainability. We refer to this as frameworking, which we identify as focusing on how frameworks are commensurated. However, research on commensuration has concentrated mostly on reactivity towards metrics. Little is known about how stakeholders contemplate the quality of and reaction to rankings and indices. We examine this issue through a configurational analysis of a set of European cities that consistently appear in these frameworks. We unveil several configurations of smart city metrics that relate to sustainability. Based on these effects, we theorize frameworking as differences in the relative configurations of smart city metrics that can generate performance. These configurations relate to three underlying dimensions: smart city capability, reactivity and context. We show that when frameworking is studied configurationally, we can identify the previously under-researched response to the quality of indices and reactivity to metrics. Finally, we discuss the theoretical and practical implications of a complex account of frameworks relevant to boosting urban sustainability.

The growth of technology-rich data-driven decision environments is seen by some as a challenge to the future relevance of Operational Research. Extant research remains unspecific about the distinct contribution that Operational Research can make in environments that are influenced by big data, data science and analytics. This paper explores the possibility that these environments hold the potential for a new integrative Operational Research offering, which we conceptualise as Smart Operational Research. In developing this proposal, we combine automated co-occurrence analysis of a corpus of literature with human-driven data interpretation to identify instantiations of hybrid decision-making. We then bring theory and practice together to outline the Smart Operational Research framework with the overall aim to enhance actionable insight and positive results for Operational Research practitioners.

We develop a new constitutive definition of Community OR as a self-initiating, self-organising community actor network emerging spontaneously in response to a triggering event and showing evidence of non-codified OR behaviours leading to action to improve the problem situation. From this new definition we have re-conceptualised Community OR as a construct that can be empirically observed emerging from suitable behavioural data. Social media play an instrumental role, acting as both the source of data and the enabling mechanism through which this form of Community OR occurs. Social media afford new possibilities for community empowerment and participation, with consequences for social enterprise and citizenship. We use Actor Network Theory, and specifically the language of translations, hybrid forums, and Callon’s Co-production of Knowledge Model (CKM), as the methodological basis for our definition and analysis. The appearance of hybrid forums as a self-organising response to community needs after an event would seem to be a natural milieu for a range of OR competencies. However, unlike traditional practitioner-led engagements, here the OR practitioner’s competency enters in a supportive rather than leading role. We support our argument through the analysis of social media data arising from the community response to a devastating flooding event – the Carlisle floods of December 2015.

An integrative approach to theorising behavioural, affective and cognitive processes in model-driven group decision support (GDS) interventions is needed to gain insight into the (micro-)processes by which outcomes are accomplished. This paper proposes that the theoretical lens of situated affectivity, grounded in recent extensions of scaffolded mind models, is suitable to understand the performativity of affective micro-processes in model-driven GDS interventions. An illustrative vignette of a humorous micro-moment in a group decision workshop is presented to reveal the performativity of extended affective scaffolding processes for group decision development. The lens of situated affectivity constitutes a novel approach for the study of interventionist practice in the context of group decision making (and negotiation). An outlook with opportunities for future research is offered to facilitate an integrated approach to the study of cognitive–affective and behavioural micro-processes in model-driven GDS interventions.

This article argues that OR interventions, particularly problem structuring methods (PSM), are complex events that cannot be understood by conventional methods alone. In this paper an alternative approach is introduced, where the units of analysis are the activity systems constituted by and constitutive of PSM interventions. The paper outlines the main theoretical and methodological concerns that need to be appreciated in studying PSM interventions. The paper then explores activity theory as an approach to study them. A case study describing the use of this approach is provided.

When we use a PSM what is it we are actually doing? an answer to this question would enable the PSM community to considerably enlarge the available source of case studies by the inclusion of examples of non-codified PSM use. We start from Checkland's own proposal for a "constitutive definition" of SSM, which originated from trying to answer the question of knowing when a claim of SSM use was legitimate. By extending this idea to a generic constitutive definition for all PSMs leads us to propose a self-consistent labelling schema for observed phenomena arising from PSMs in action. This consists of a set of testable propositions, which, through observation of putative PSM use, can be used to assess validity of claims of PSM use. Such evidential support for the propositions as may be found in putative PSM use can then make it back into a broader axiomatic formulation of PSMs through the use of a set-Theoretic approach, which enables our method to scale to large data sets. The theoretical underpinning to our work is in causal realism and middle range theory. We illustrate our approach through the analysis of three case studies drawn from engineering organisations, a rich source of possible non-codified PSM use. The combination of a method for judging cases of non-codified PSM use, sound theoretical underpinning, and scalability to large data sets, we believe leads to a demystification of PSMs and should encourage their wider use. © 2014 Elsevier B.V. All rights reserved.

In this research note we describe a method for exploring the creation of causal loop diagrams (CLDs) from the coding trees developed through a grounded theory approach and using computer aided qualitative data analysis software (CAQDAS). The theoretical background to the approach is multimethodology, in line with Minger's description of paradigm crossing and is appropriately situated within the Appreciate and Analyse phases of PSM intervention. The practical use of this method has been explored and three case studies are presented from the domains of organisational change and entrepreneurial studies. The value of this method is twofold; (i) it has the potential to improve dynamic sensibility in the process of qualitative data analysis, and (ii) it can provide a more rigorous approach to developing CLDs in the formation stage of system dynamics modelling. We propose that the further development of this method requires its implementation within CAQDAS packages so that CLD creation, as a precursor to full system dynamics modelling, is contemporaneous with coding and consistent with a bridging strategy of paradigm crossing. © 2013 Elsevier B.V. All rights reserved.