Spreadsheets Strike Again

In this BBC podcast, stand-up mathematician Matt Parker explains the latest big spreadsheet screwup: overstating European productivity growth.

There are a bunch of killers in spreadsheets, but in this case the culprit was lack of a time axis concept, making it easy to misalign times for the GDP and labor variables. The interesting thing is that a spreadsheet’s strong suite – visibility of the numbers – didn’t help. Someone should have seen 22% productivity growth and thought, “that’s bonkers” – but perhaps expectations of a COVID19 rebound short-circuited the mental reality check.

There are no decision makers…

A little gem from Jay Forrester:

One hears repeatedly the question of how we in system dynamics might reach “decision makers.” With respect to the important questions, there are no decision makers. Those at the top of a hierarchy only appear to have influence. They can act on small questions and small deviations from current practice, but they are subservient to the constituencies that support them. This is true in both government and in corporations. The big issues cannot be dealt with in the realm of small decisions. If you want to nudge a small change in government, you can apply systems thinking logic, or draw a few causal loop diagrams, or hire a lobbyist, or bribe the right people. However, solutions to the most important sources of social discontent require reversing cherished policies that are causing the trouble. There are no decision makers with the power and courage to reverse ingrained policies that would be directly contrary to public expectations. Before one can hope to influence government, one must build the public constituency to support policy reversals.

Finding SD conference papers

How to search the System Dynamics conference proceedings, and other places to find SD papers.

There’s been a lot of turbulence in the SD society web organization, which is greatly improved. One side effect is that conference proceedings have moved. The conference proceedings page now points to a dedicated subdomain.

If you want to do a directed search of the proceedings for papers on a particular topic, the google search syntax is now:

site:proceedings.systemdynamics.org topic

where ‘topic’ should be replaced by your terms of interest, as in

site:proceedings.systemdynamics.org stock flow

(This post was originally published in Oct. 2012; obsolete approaches have been removed for simplicity.)

Other places to look for papers include the System Dynamics Review and Google Scholar.

On Problem Statements

Saras Chung’s plenary commentary at ISDC 2020 reminded me of this nice article:

The Most Underrated Skill in Management

There are few management skills more powerful than the discipline of clearly articulating the problem you seek to solve before jumping into action.

BY NELSON P. REPENNING, DON KIEFFER, AND TODD ASTOR

http://problemledleadership.mit.edu/wp-content/uploads/The_Most_Underrated_Skill_in_Management-MIT_Sloan_Management_Review.pdf

A good problem statement has five basic elements:

• It references something the organization cares about and connects that element to a clear and specific goal;

• it contains a clear articulation of the gap between the current state and the goal;

• the key variables — the target, the current state, and the gap — are quantifiable;

• it is as neutral as possible concerning possible diagnoses or solutions; and

• it is sufficiently small in scope that you can tackle it quickly.

Excel, lost in the cloud

Excel is rapidly becoming unusable as Microsoft tries to shift everyone into the OneDrive/Sharepoint cloud. Here’s a very simple equation from a population model:

='https://ventanasystems-my.sharepoint.com/personal/vrbo_onmicrosoft_com/Documents/_Mkt/lxpgi/Model/Model/[Cohort Model Natural Increase.xlsx]Boston'!S135+'https://ventanasystems-my.sharepoint.com/personal/vrbo_onmicrosoft_com/Documents/_Mkt/lxpgi/Model/Model/[Cohort Model Immigration.xlsx]Boston'!S119+('https://ventanasystems-my.sharepoint.com/personal/vrbo_onmicrosoft_com/Documents/_Mkt/lxpgi/Model/Model/[Cohort Model NPR.xlsx]Boston'!S119-'https://ventanasystems-my.sharepoint.com/personal/vrbo_onmicrosoft_com/Documents/_Mkt/lxpgi/Model/Model/[Cohort Model.xlsx]Boston'!R119

URLs as equation terms? What were they thinking? This is an interface choice that makes things easy for programmers, and impossible for users.

A coronavirus prediction you can bank on

How many cases will there be on June 1? Beats me. But there’s one thing I’m sure of.

My confidence bounds on future behavior of the epidemic are still pretty wide. While there’s good reason to be optimistic about a lot of locations, there are also big uncertainties looming. No matter how things shake out, I’m confident in this:

The antiscience crowd will be out in force. They’ll cherry-pick the early model projections of an uncontrolled epidemic, and use that to claim that modelers predicted a catastrophe that didn’t happen, and conclude that there was never a problem. This is the Cassandra’s curse of all successful modeling interventions. (See Nobody Ever Gets Credit for Fixing Problems that Never Happened for a similar situation.)

But it won’t stop there. A lot of people don’t really care what the modelers actually said. They’ll just make stuff up. Just today I saw a comment at the Bozeman Chronicle to the effect of, “if this was as bad as they said, we’d all be dead.” Of course that was never in the cards, or the models, but that doesn’t matter in Dunning Krugerland.

Modelers, be prepared for a lot more of this. I think we need to be thinking more about defensive measures, like forecast archiving and presentation of results only with confidence bounds attached. However, it’s hard to do that and to produce model results at a pace that keeps up with the evolution of the epidemic. That’s something we need more infrastructure for.