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© Antony Upward, 2013
Key Learnings Concerning
Business Model Design and
Sustainability§
MES* / Business + Environment Diploma Final Exam
August 6, 2013
Antony Upward†
, CMC, C.Eng‡
§ Requesting change to Area of Concentration at Exam – Title of AoC in Plan of Study examined in MES II-III exam May 27, 2011 was Business Process Design and
Sustainability
* York University Masters of Environmental Studies with Graduate Diploma in Business and the Environment
Faculty of Environmental Studies and Schulich School of Business
† Full resume at www.linkedin.com/in/antonyupward
‡ Certified Management Consultant www.cmc-canada.ca, Chartered Information Systems Engineer www.engc.org.uk
2© Antony Upward, 2013
Components of Area of
Concentration
1. Sustainability Outcomes
2. Design Process
3. Design Patterns and Archetypes
4. Research Theory and Methodology
3© Antony Upward, 2013
1. Sustainability Outcomes
• Course work / term-papers etc.
• ES/ENVS5100, 5164, 5113, 5150, 6191, 6115, 6103
• Participation in Systems Thinking Seminar (Prof. Bunch)
• 90+ Entry Bibliography
• Field Experience
• Consulting at NGO, Industry Association Sustainability Special Interest
Group development, Research Assistantship Health & Safety Project @
Schulich, Natural Step Canada Sustainability Leadership Bootcamp,
Sustainability Learning Centre Life Cycle Analysis Course, Natural Step
Conference, Business Alliance for Local Living Economies Conference
• Thesis
• Literature reviews
Key Learning:
• Sustainability is an inherently paradoxical inter-disciplinary concept: the
intersection of ever changing state of nature and our ever changing state of mind
(Summarized from Allen, Tainter, Hoekstra, 2003)
• A strongly sustainable organization is one in which all of its behaviours and all the
behaviours of all other relevant social, economic and biophysical actors, lead to
the possibility that human and other life will flourish on the planet forever. (Derived
from Ehrenfeld, 2008)
4© Antony Upward, 2013
2. Design Process
• Course work
• ENVS 5113, 5150, 6191, 6103, SB/OMIS7000
• Informal design independent study
• 60+ entry bibliography
• Field Work
• Design with Dialogue practitioner research/community, Natural Step Canada
Sustainability Leadership, Bootcamp, Bio-inspired Design
research/practitioner community
• Thesis
• Undertaking design of Strongly Sustainable Business Model Ontology and
Canvas
Key Learning:
• Design is an abductive mode of thinking – “what could be” – hence inherently
normative
• Unlike induction and deduction, design can empathetically accommodate
normative ideas while creating useful artefacts and credentialed knowledge.
• Good design should leverage existing descriptive science truths, but may still
usefully proceed in the absence of such truths.
5© Antony Upward, 2013
3. Business Model Design Patterns
and Archetypes
• Course work
• EN/ENVS 5100, 5113, 5150, 6191, 6115, 6103, SB/OMIS7000
• Field work
• Consulting at NGO, Industry Association Sustainability Special Interest
Group development, Natural Step Canada Sustainability Leadership
Bootcamp, Natural Step Conference, Business Alliance for Local Living
Economies Conference
• Thesis
• Developing entities and entity relationship model to describe the Strongly
Sustainable Business Model Ontology
• Developing instantiations / example of Strongly Sustainable Business Model
Ontology to describe existing firms business models
Key Learning:
• Many business model patterns / archetypes are thought to enable (strongly)
sustainable outcomes
e.g. servicisation, closed-loop, biomimetic, cradle-to-cradle, dematerialization, localist, social-entreprenurship, etc.
• However little work has been done to
a) identify common elements of these patterns
b) show why such patterns can reliably lead to strongly sustainable outcomes
6© Antony Upward, 2013
4. Research Methods
• Course work
• ES/ENVS 5100, 6193, SB/OMIS7000
• Institute for Social Research (3 courses)
• Field Research
• Design with Dialogue practitioner research/community, Research
Assistantship Health & Safety Project @ Schulich
• Thesis
• Systemic Design Science methodological development, including reviews of
design science and systems research methods literature
Key Learning:
• Inter-disciplinary systems oriented research, that takes a critical pragmatic stance
vis-a-vie positivist and/or subjectivist world-views, is vital to resolving / improving
the Global Problématique*, but large barriers remain to its widespread adoption
• Systems oriented design thinking and research is also critical: much of what we
need currently doesn’t exist to be studied by descriptive science and / or
inherently includes a necessary normative element
* Ozbekhan, 1970
7© Antony Upward, 2013
Communication of
Learning & Research
• Webinars, seminars, lectures given globally since start of 2012.
– SlideShare, Prezi, Facebook etc.
• Thesis
– Will be posted on York Open Space (creative commons license) http://hdl.handle.net/10315/20777
– Planned popular book: Strongly Sustainable Business Model Innovation, crowd-funded, collaborative self-
published with 10 co-contributors, 2014.
• Term papers
– Posted to SlideShare
• Blog Posts
– OCADU sLab http://slab.ocad.ca/blogs/antony-upward
– Company http://blog.EdwardJames.biz
– Personal http://blog.AntonyUpward.name
• Draft articles (looking for co-authors)
– “Improving Evaluation in Design Science” (Profs. Jones and MacRae)
– “Defining Organizational Sustainability” (Dobson)
– “Design Science to the Rescue: Knowledge Production for the Sustainable Organization”
– “How Firms Will React to Limits on Bio-Physical Flows: An Exploration of Possibilities”
• Book chapter
– “Emergent OrganizationAL Forms” in Multiplying the Benefits – Editors Easterbrook, Savan (2014)
• Book review with McDougall and Hoeller
– “The Nature of Business: Redesigning for Reslilience”, Giles Hutchins, Zygote Quarterly #2, 2012
8© Antony Upward, 2013
Overall Reflection
• Good education leads to shifts in the students
world-view
• An intellectually challenging, demanding, multi-
faceted but enjoyable journey
• Realization that perhaps I can help to start to
make a small difference
Our collective ability to sustain each of us and all of us, now and in the future,
depends on our ability to innovate in response to our new and changed
circumstances. This is particularly true, as we enter fully into the anthroprocene,
where these circumstances are the unintended consequences of our own individual
and collective behaviour.
Its what you do next that counts — Jamie Reagan, repeating advice from his
Grandfather, from the TV Series “Blue Bloods”
(From conclusion of my thesis, Chapter 12)
9© Antony Upward, 2013
Discussion
10
© Antony Upward, 2013
Backup Slides
11© Antony Upward, 2013
Plans for Practitioner Toolkit
• 46 International members of
OCADU Strategic Innovation Lab
Strongly Sustainable Business Model Group (SSBMG)
• 10 International “First Explorers”
using SSBMCanvas now
– Further feedback accumulating
• Planning for not your typical
business “book” underway
– 10 International co-contributors
identified
– Self Publish, 2014
– Crowd-Funded
• Individuals & Organizations
• Sufficient Funding Gate ~Fall 2013
• “app”
– Design Tool
– Business Learning Game
• Community Revenue Opportunities via
– Training Service “Toolkit”
– Consulting Service “Toolkit”
– Education / Classroom “Toolkit”
– Sustainability Entrepreneur’s “Toolkit”
– Industry Specific “Toolkits”
– Sustainability Maturity Level Specific
“Toolkits”
• Full alignment with emerging “
Gold Standard” for Strongly Sustainable
Business
– Measurement “Toolkit”
• Best Practices & More Case Studies
Now Next
Join Us! http://survey.SSBMG.com/
12© Antony Upward, 2013
Possible Table of Contents for “Book”
13© Antony Upward, 2013
14© Antony Upward, 2013
www.SSBMG.com
• About the Strongly Sustainable Business
Model Canvas ~
3 minute Audio Visual Overview
• Survey to give input to book
– survey.SSBMG.com
• Mailing List sign-up
– signup.SSBMG.com
• Learning / Knowledge
– wiki.SSBMG.com/home/learning-map
• Blogs
– blog.SSBMG.com
– slab.ocad.ca/blogs/antony-upward
http://www.facebook.com/StronglySustainableB
@aupward #SSBMG
info (at) SSBMG.com
blog.SSBMG.com
Mailing List sign-up
signup.SSBMG.com
15© Antony Upward, 2013
Thesis
• Preferred citation for my thesis work is:
– Upward, A. (2013). Towards an Ontology and Canvas for Strongly Sustainable
Business Models: A Systemic Design Science Exploration. (Masters of
Environmental Studies / Graduate Diploma in Business + Environment, York
University, Faculty of Environmental Studies and Schulich School of Business),
1-891 (i-xx). (http://hdl.handle.net/10315/20777)
– Electronic copy will be available at this handle/DOI after Aug 30, 2013
• All citations in this presentation may be found in the Bibliography of the
thesis.

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MES Final Exam - Business Model Design & Sustainability - Key Learnings

  • 1. 1 © Antony Upward, 2013 Key Learnings Concerning Business Model Design and Sustainability§ MES* / Business + Environment Diploma Final Exam August 6, 2013 Antony Upward† , CMC, C.Eng‡ § Requesting change to Area of Concentration at Exam – Title of AoC in Plan of Study examined in MES II-III exam May 27, 2011 was Business Process Design and Sustainability * York University Masters of Environmental Studies with Graduate Diploma in Business and the Environment Faculty of Environmental Studies and Schulich School of Business † Full resume at www.linkedin.com/in/antonyupward ‡ Certified Management Consultant www.cmc-canada.ca, Chartered Information Systems Engineer www.engc.org.uk
  • 2. 2© Antony Upward, 2013 Components of Area of Concentration 1. Sustainability Outcomes 2. Design Process 3. Design Patterns and Archetypes 4. Research Theory and Methodology
  • 3. 3© Antony Upward, 2013 1. Sustainability Outcomes • Course work / term-papers etc. • ES/ENVS5100, 5164, 5113, 5150, 6191, 6115, 6103 • Participation in Systems Thinking Seminar (Prof. Bunch) • 90+ Entry Bibliography • Field Experience • Consulting at NGO, Industry Association Sustainability Special Interest Group development, Research Assistantship Health & Safety Project @ Schulich, Natural Step Canada Sustainability Leadership Bootcamp, Sustainability Learning Centre Life Cycle Analysis Course, Natural Step Conference, Business Alliance for Local Living Economies Conference • Thesis • Literature reviews Key Learning: • Sustainability is an inherently paradoxical inter-disciplinary concept: the intersection of ever changing state of nature and our ever changing state of mind (Summarized from Allen, Tainter, Hoekstra, 2003) • A strongly sustainable organization is one in which all of its behaviours and all the behaviours of all other relevant social, economic and biophysical actors, lead to the possibility that human and other life will flourish on the planet forever. (Derived from Ehrenfeld, 2008)
  • 4. 4© Antony Upward, 2013 2. Design Process • Course work • ENVS 5113, 5150, 6191, 6103, SB/OMIS7000 • Informal design independent study • 60+ entry bibliography • Field Work • Design with Dialogue practitioner research/community, Natural Step Canada Sustainability Leadership, Bootcamp, Bio-inspired Design research/practitioner community • Thesis • Undertaking design of Strongly Sustainable Business Model Ontology and Canvas Key Learning: • Design is an abductive mode of thinking – “what could be” – hence inherently normative • Unlike induction and deduction, design can empathetically accommodate normative ideas while creating useful artefacts and credentialed knowledge. • Good design should leverage existing descriptive science truths, but may still usefully proceed in the absence of such truths.
  • 5. 5© Antony Upward, 2013 3. Business Model Design Patterns and Archetypes • Course work • EN/ENVS 5100, 5113, 5150, 6191, 6115, 6103, SB/OMIS7000 • Field work • Consulting at NGO, Industry Association Sustainability Special Interest Group development, Natural Step Canada Sustainability Leadership Bootcamp, Natural Step Conference, Business Alliance for Local Living Economies Conference • Thesis • Developing entities and entity relationship model to describe the Strongly Sustainable Business Model Ontology • Developing instantiations / example of Strongly Sustainable Business Model Ontology to describe existing firms business models Key Learning: • Many business model patterns / archetypes are thought to enable (strongly) sustainable outcomes e.g. servicisation, closed-loop, biomimetic, cradle-to-cradle, dematerialization, localist, social-entreprenurship, etc. • However little work has been done to a) identify common elements of these patterns b) show why such patterns can reliably lead to strongly sustainable outcomes
  • 6. 6© Antony Upward, 2013 4. Research Methods • Course work • ES/ENVS 5100, 6193, SB/OMIS7000 • Institute for Social Research (3 courses) • Field Research • Design with Dialogue practitioner research/community, Research Assistantship Health & Safety Project @ Schulich • Thesis • Systemic Design Science methodological development, including reviews of design science and systems research methods literature Key Learning: • Inter-disciplinary systems oriented research, that takes a critical pragmatic stance vis-a-vie positivist and/or subjectivist world-views, is vital to resolving / improving the Global Problématique*, but large barriers remain to its widespread adoption • Systems oriented design thinking and research is also critical: much of what we need currently doesn’t exist to be studied by descriptive science and / or inherently includes a necessary normative element * Ozbekhan, 1970
  • 7. 7© Antony Upward, 2013 Communication of Learning & Research • Webinars, seminars, lectures given globally since start of 2012. – SlideShare, Prezi, Facebook etc. • Thesis – Will be posted on York Open Space (creative commons license) http://hdl.handle.net/10315/20777 – Planned popular book: Strongly Sustainable Business Model Innovation, crowd-funded, collaborative self- published with 10 co-contributors, 2014. • Term papers – Posted to SlideShare • Blog Posts – OCADU sLab http://slab.ocad.ca/blogs/antony-upward – Company http://blog.EdwardJames.biz – Personal http://blog.AntonyUpward.name • Draft articles (looking for co-authors) – “Improving Evaluation in Design Science” (Profs. Jones and MacRae) – “Defining Organizational Sustainability” (Dobson) – “Design Science to the Rescue: Knowledge Production for the Sustainable Organization” – “How Firms Will React to Limits on Bio-Physical Flows: An Exploration of Possibilities” • Book chapter – “Emergent OrganizationAL Forms” in Multiplying the Benefits – Editors Easterbrook, Savan (2014) • Book review with McDougall and Hoeller – “The Nature of Business: Redesigning for Reslilience”, Giles Hutchins, Zygote Quarterly #2, 2012
  • 8. 8© Antony Upward, 2013 Overall Reflection • Good education leads to shifts in the students world-view • An intellectually challenging, demanding, multi- faceted but enjoyable journey • Realization that perhaps I can help to start to make a small difference Our collective ability to sustain each of us and all of us, now and in the future, depends on our ability to innovate in response to our new and changed circumstances. This is particularly true, as we enter fully into the anthroprocene, where these circumstances are the unintended consequences of our own individual and collective behaviour. Its what you do next that counts — Jamie Reagan, repeating advice from his Grandfather, from the TV Series “Blue Bloods” (From conclusion of my thesis, Chapter 12)
  • 9. 9© Antony Upward, 2013 Discussion
  • 10. 10 © Antony Upward, 2013 Backup Slides
  • 11. 11© Antony Upward, 2013 Plans for Practitioner Toolkit • 46 International members of OCADU Strategic Innovation Lab Strongly Sustainable Business Model Group (SSBMG) • 10 International “First Explorers” using SSBMCanvas now – Further feedback accumulating • Planning for not your typical business “book” underway – 10 International co-contributors identified – Self Publish, 2014 – Crowd-Funded • Individuals & Organizations • Sufficient Funding Gate ~Fall 2013 • “app” – Design Tool – Business Learning Game • Community Revenue Opportunities via – Training Service “Toolkit” – Consulting Service “Toolkit” – Education / Classroom “Toolkit” – Sustainability Entrepreneur’s “Toolkit” – Industry Specific “Toolkits” – Sustainability Maturity Level Specific “Toolkits” • Full alignment with emerging “ Gold Standard” for Strongly Sustainable Business – Measurement “Toolkit” • Best Practices & More Case Studies Now Next Join Us! http://survey.SSBMG.com/
  • 12. 12© Antony Upward, 2013 Possible Table of Contents for “Book”
  • 14. 14© Antony Upward, 2013 www.SSBMG.com • About the Strongly Sustainable Business Model Canvas ~ 3 minute Audio Visual Overview • Survey to give input to book – survey.SSBMG.com • Mailing List sign-up – signup.SSBMG.com • Learning / Knowledge – wiki.SSBMG.com/home/learning-map • Blogs – blog.SSBMG.com – slab.ocad.ca/blogs/antony-upward http://www.facebook.com/StronglySustainableB @aupward #SSBMG info (at) SSBMG.com blog.SSBMG.com Mailing List sign-up signup.SSBMG.com
  • 15. 15© Antony Upward, 2013 Thesis • Preferred citation for my thesis work is: – Upward, A. (2013). Towards an Ontology and Canvas for Strongly Sustainable Business Models: A Systemic Design Science Exploration. (Masters of Environmental Studies / Graduate Diploma in Business + Environment, York University, Faculty of Environmental Studies and Schulich School of Business), 1-891 (i-xx). (http://hdl.handle.net/10315/20777) – Electronic copy will be available at this handle/DOI after Aug 30, 2013 • All citations in this presentation may be found in the Bibliography of the thesis.

Editor's Notes

  1. Many key learnings from ES-ENVS7699 Field Experience report/reflection and ES-ENVS6183 Applied Research Methods reflection Sustainability outcomes Definition of a sustainable business model What variables moderate sustainability outcomes of a business model? Design process How to design and describe a business model? How to increase the likelihood of sustainable outcomes emerging? Design Patterns and Archetypes How can patterns of sustainable business models be represented? What are the elements of a sustainable business models? Research Theory and Methodology
  2. Design is a valid, useful (and often an alternative) mode of thought.
  3. ISR : The Art and Science of Research Interviewing (Greer-Wotten, Garrison); Interpreting Qualitative Data (Garrison); Using Computers in Qualitative Analysis (Grassau) (1 day each)
  4. Good education leads to shifts in the students world-view New knowledge is integrated and applied in the learning process: this has certainly been true in my case An intellectually challenging, demanding, multi-faceted but enjoyable journey Particularly through my thesis work, and the plans to bring it to the world, perhaps I will be able to help managers to avoid worsening, and at best start to help, in some small way, resolve the continuous critical problems described by the Global Problématique
  5. For more details of the Gold Standard Work see: http://ecoopportunity.net/2013/02/the-sustainability-gold-standard-the-pathway-to-capitalism-2-0-event-summary-feb-7-2013/ http://www.naturalstep.ca/gold-standard
  6. As a working title we’re calling the “book” “Strongly Sustainable Business Model Innovation” This slide gives an outline of the table of contents with section 2 describing the strongly sustainable business model canvas, section 3 describing how to answer the 14 questions the canvas asks well, so you will score highly, for example, on the B Lab Benefit Impact Assessment Survey, align with the BALLE localist principles or the Framework For Strategic Sustainable Development Sustainability Principles (3 environmental and *NEW* 5 social), plus Transition Towns, Institute for Local Self-Reliance, etc. and the emerging “Gold Standard” section 4 describes how to use the canvas to create a strongly sustainable business model section 5 provides more case studies… Image: http://bookmarks.mikis.it/wp-content/uploads/2010/11/escher-two-drawing-hands.jpg