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Planning
> Structured Planning
>Introduction
Structuring the Information IIf there are few Functions to consider, a project can be managed
without much trouble. It does not take very many Functions to change
that situation, however. Over 20 to 30 Functions to manage almost
always means that some kind of organization must be attempted to
bring order to the process. Assuming that any project of interest
will have hundreds of Functions, the nature of the organizational
scheme becomes a matter of importance. |
The controlling factor for whether two Functions are related from
the planning standpoint is not
whether they are alike, but whether they share potential solutions
or, put more correctly, whether a significant number of their
potential solutions are of concern to both Functions (Figure 7).
This includes, in a sense, whether they are unalike because of their
potential solutions. The concept, once examined, is very appealing.
In the first case, if planners consider those Functions together
that have a number of potential solutions in common that
is, a solution for one Function also, in some way, is a solution
for a second Function there is an excellent chance that they
will be able to fine-tune one or a few solutions so that they will
meet the requirements of the Functions under consideration very
well. In the second case, if they can see Functions together that
have potential conflict problems because of some of their potential
solutions (a solution for one Function, if accepted for the overall
system concept, aggravates or prevents meeting the needs of a second
Function), they have the opportunity early-on to select or devise
solutions that will avoid the difficulties.
The RELATN program uses this concept to establish links between
Functions based on the Solution Elements given for a project. How
it does this can be illustrated with two diagrams. In the first
diagram (Figure 8), the bulls-eye represents a
two-part abstract space that contains all of the Solution Elements
for a project that in some way are of concern to a Function (Function
1, for example). The diagram has a bull and a ring because some
of the Solution Elements help to fulfill Function 1 (+), and some
if they are used to fulfill other Functions in the project
will make it difficult to fulfill Function 1 (-). Both kinds
of Solution Elements are obviously of concern. There are, of course,
other Solution Elements in the collection for the whole project;
they are represented in this diagram as being outside the bulls-eye
space (0), because they have no bearing on Function 1 they
neither support nor obstruct its fulfillment. On the left in Figure
8, the spaces are shown; on the right, the Solution Elements of
Figure 7 have been inserted for Function 1.
In the diagram of Figure 9, a similar bulls-eye for Function
2 is combined with that for Function 1.
The intersection of the two creates regions with all the possible
combinations of the characteristics from the two original bulls-eye
diagrams. The pairings of positive, negative and zero values indicate
the support or obstruction the Solution Elements in each region
exhibit for the Functions: left position for Function 1, right for
Function 2. The five regions of importance are those which contain
the positive Solution Elements, in other words, all the solutions
that might be selected to fulfill either of the two Functions. Using
these five regions, the amount of interaction between the two Functions
(the degree to which the two Functions are related) can be established.
In the (+,+) region are the Solution Elements that fulfill both
Functions. These are, in a way, the elegant solutions because each
fulfills both Functions at once. The (+,0) and (0,+) regions also
contain Solution Elements that might be used with confidence. Two
Solution Elements, one from each of these regions, would create
a total solution for the two-Function system. While not as elegant,
this set of choices at least does not introduce difficulties and,
in fact, the independence thus identified may be important in some
planning considerations. The two remaining regions, (+,-) and (-,+),
are troublesome. A Solution Element chosen from either will create
a situation in which it will be difficult to successfully fulfill
the Function for which the (-) value was given. Based on the effect
they have on the two Functions, the five regions are labeled: reinforcement
(+,+); independence (+,0) and (0,+); and conflict (+,-) and (-,+).
The concept of interaction can be drawn intuitively from the diagram.
Assuming that the reason two Functions should interact (or be linked)
is that they have potential solutions of concern in common, the
amount of interaction should be proportional to the number of Solution
Elements in the common regions of reinforcement and conflict relative
to those in all five regions including those and the two independence
regions (Figure 10). None of the other regions is relevant because
no Solution Element would be chosen from them to fulfill either
Function. Thus, in its simplest form, a measure for interaction
is the ratio of the number of reinforcing and conflicting Solution
Elements to those plus the number of independent Solution Elements.
In the RELATN program, the interaction concept is extended
with three additions. First, instead of simply counting the presence
of Solution Elements in a region, the program accepts scaled evaluations
for how much a Solution Element supports or obstructs fulfillment
of a Function. Scales may be of any resolution, but usually have
five values: strongly supports (+2), supports (+1), no bearing (0),
obstructs (-1) and strongly obstructs (-2).
Second, weights are accepted for the Solution Elements. With weighting, the impact of any Solution Element can be increased or decreased in its effect on the amount of interaction. Weights typically are used to reflect the likelihood that a Solution Element will be used in the final system solution some ideas are more practical than others, for example; or some may be favored or even required by constraints placed on the project.
Finally, a balancing factor is incorporated to take care of the
problem that some Functions have more Solution Elements of concern
than others. The problem arises when a Function with only one or
two positive Solution Elements is considered with one that has many
(fifty would not be uncommon). If they have one common Solution
Element in the reinforcement or conflict regions, what should the
amount of interaction be? Intuitively, it is different depending
on which Functions viewpoint is chosen. The balancing factor
finds a middle ground.
To prepare for using the RELATN program, the planning team assesses
the collective set of Solution Elements against the set of Functions
(Figure 11). Data for each Solution Element includes its name, weight
and the scale used to assess it (different scales can be used for
each Solution Element although, in practice, a common scale
is usually used for all). Data for each Function includes the Functions
name and value assessments for how all the Solution Elements support
or obstruct it. Experience has shown that the considerable job of
assessment can be made manageable by splitting up the task among
the team members. The Functions are divided up among two-member
subteams. Each subteam assesses all Solution Elements for its subset
of the Functions. Both subteam members independently do the entire
assessment for their subteams Functions and then compare results.
Consultation (the greatest time demand) is, therefore, only required
for disagreements. The loss of accuracy (agreement of the results
with what would have been derived from a full-team consensus on
each assessment) has been acceptably small in test comparisons.
The result of operations with the RELATN program is a nondirected
graph, or network, in which Functions are the vertices (or nodes).
Links between Functions indicate which Functions have enough interaction
to warrant being considered together in any conceptual development
activity (Figure 12). For many purposes, this level of organization
is sufficient; but for most planning projects, further structuring
is valuable.
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The research project entitled "Meeting the
Needs of Self-Represented Litigants" (Access to Justice) |