Analysis of the current state

Abstract

This article will describe the situation analysis that is the first step in the problem solving cycle (PSC). The method comprises a systematic analysis of the situation and are used to formulate goals and to search for solution within projects. It can be divided into a task analysis, analysis of the current state, analysis of the future and at last, an identification of the problem and actions that needs to be taken. The primary focus in this article will be on analysis of the current state by using methods to get an overview of the environment and connections within the environment. The basic rule is to get an overview and thereafter it is possible to demarcate the system from its environment.

When a system demarcation are used during a project, it can be marked into following six over-lapping areas to identify the most important parts of the system:

• Intervention System
• Surrounding System
• Environment
• Area of investigation
• Area of effect
• Area of Solution

The different areas are used to demarcate the project. This is important to use the resources right and ensure the project group are working on the real problem in the right direction. If the situa-tion is not known, the problem cannot be found nor can any solution to the problem.

This tool can be used to view different connections and flows of resources such as information, energy or physical parts between stakeholders, organizations, persons, machines etc. depending on the situation and project it is used in. The tool can have a great influence on the problem solving process in the future project.

Furthermore, the system can be designed to comprise different levels of details in a hierarchy. Where the widest S(0) uses a block box within the system. The black box are then shown in de-tails in another system illustrated in S(-1) and maybe one part are shown even more detailed in S(-2).

Introduction

This article will describe and discuss tools in the situation analysis that is the first step in the problem solving cycle (PSC). The method comprises a systematic analysis of the situation and are used to formulate goals and create the necessary overview to search for solutions within the given project.

The problem solving cycle are constructed with overlapping steps that continues until the project demands, conditions are met or the project resources are depleted. It is based on information flow and are starting with a focus on the problem recognition and problem definition. (REF arti-cle)

The situation analysis can furthermore be divided into more steps, such as task analysis, analysis of the current state, analysis of the future and at last, an identification of the problem and ac-tions that needs to be taken. The primary focus in this article will be on the analysis of the current state and state methods that can give an overview of the environment and connections within a system. The basic rule is to get an overview and thereafter it is possible to demarcate the system from its environment.

At the start of a project it is very important to know exactly; what is the task or tasks! To solve a problem it should be clear for both the project group but especially for the project manager what the task is. Therefore, the task should be stated correctly in the start of the project. This task analysis can be made by analyse and question the task with critique questions. Furthermore, important aspects should be identified in the system. A detailed study will be good for the analy-sis of the current state.

Analysis of the current state

The system demarcation is an essential tool to get an overview of complex situations in the cur-rent state. To manage projects it is often important to know the system and its surrounding envi-ronment where the project are going on. Here a system demarcation can be used to get an over-view of the situation. It can be marked into following six overlapping areas to identify the most important parts of the system:

• Intervention System
• Surrounding System
• Environment
• Area of investigation
• Area of effect
• Area of Solution

The different areas need to be found to demarcate the system to make the work easier for the project team. It is often important to use the resources right and ensure the project group are working on the real problem in the right direction. If the situation are unknown, it is hard to find the best solution for the tasks within the project.

The five important terms are described below: Intervention system is the area where interventions and modifications that are related to the problem can be made.

Surrounding system is all the area that are external to the intervention system.

Environment is that part of the surrounding system that are relevant to the problem it selves.

Area of investigation is the sum of the intervention system and the environment.

Area of effect is the area that where effects from the solution can be expected. This can include parts of the surrounding system.

Area of solution is the part of the intervention system that is used for the solution.

The different connections between the elements can differ from flows of resources such as in-formation, energy or physical parts moving between elements etc., meanwhile the elements can differ between stakeholder, organizations, departments, persons, processes or machines etc. The type of connection and element is depending on the type of project it is used in and where the overview is needed. One system can contain more than one point of view that are interesting. Therefore, the same system can be illustrated with different flows to get the necessary overview of the situation as shown on the figure below [ref to book].

[insert figure]

Black boxes and system hierarchy

If the system consist of some detailed connections, which are not relevant for the project, be-cause the project are focusing on the surrounding (input/output) it would not make sense to use resources on sketching the detailed part of the system. Instead could be used a black box to il-lustrate that there are a mechanism behind and then clearly show the connections or input/output of the black box that are important for the situation analysis to the project. This brings a signifi-cant reduction of the complexity at the first look. An example of such a black box are shown on the figure below.

[insert figure]

Furthermore, the black box can be used if the system are illustrated on different levels in a hier-archy. This method builds up on black boxes that are shown in the level below. The system is then considered as a black box in the highest system level S(0), that makes the complexity sig-nificantly lower. The inside of the black box from S(0) are then illustrated in the next level of the hierarchy S(-1). This can continue in several levels S(-i). This can be used to minimize the complexity of the system. In some projects people could be working on different levels and therefore want the more simple overview on that specific level there area are stated. An example of the system hierarchy with three levels is stated in the figure below. [insert figure]

Discussion – Use of system demarcation and analysis of current state

The system demarcation is a good starting point in many project, as a tool in the analysis of the current state. For example can system demarcations be used in many situation, in order to man-age project stakeholders and identify all potential stakeholder in the current state analysis. The first step within project stakeholder management according to the PMBOK, is to identify stake-holders:

“Identify Stakeholders—The process of identifying the people, groups, or organizations that could impact or be impacted by a decision, activity, or outcome of the project; and analyzing and documenting relevant information regarding their interests, involvement, interdependen-cies, influence, and potential impact on project success.”(REF)

An often used tool during stakeholder analysis is a power/interest grid or power/influence grid that group the stakeholders based on their level of authority. By using the system demarcation tool as a “stakeholder map” showing the stakeholders connections, it can help defining their authority within the project. The amount of authority are often related to their connections and coordinates between each other.

Recognizing strengths and weaknesses in the areas require knowledge flows and conditions that the system demarcation can help creating. Can be made with the systematic part of the analysis, are typically made by gathering of surveys, observations, and research maybe by interviews and questionnaires.