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2026年1月28日 星期三

Redesigning the Engine: The IFG’s Roadmap for UK Economic Growth

 

Redesigning the Engine: The IFG’s Roadmap for UK Economic Growth

The UK government has made economic growth its "national mission," yet the machinery of the state—the "Centre"—is currently ill-equipped to deliver it. The Institute for Government (IFG) identifies a disconnect between high-level political ambition and the technical execution required to move the needle on national productivity.

Summary of Findings

  • Fragmentation of Power: Economic policy is currently split between the Treasury, the Department for Business and Trade, and the Cabinet Office, leading to "siloed" thinking and conflicting objectives.

  • The "Brain Drain" in Whitehall: High staff turnover in civil service roles means that institutional memory and deep sector expertise are lost, resulting in policy "churn" rather than long-term strategy.

  • Weak Implementation: There is a significant gap between announcing a growth policy (like "Levelling Up") and the actual delivery of infrastructure and business support at a local level.

Core Recommendations

  • A "Growth Unit" at the Centre: Establishing a powerful, permanent unit (likely within the Cabinet Office or Treasury) to coordinate growth strategy across all departments.

  • Long-term Funding Cycles: Moving away from annual budgets toward multi-year funding to give businesses and local governments the certainty needed for investment.

  • Empowering Local Leaders: Devolving more fiscal and decision-making powers to Mayors and local authorities who understand the specific growth drivers of their regions.


Critical Review via Theory of Constraints (TOC)

To evaluate these recommendations, we can apply the Theory of Constraints, which posits that any system is limited by its weakest link (the constraint).

1. Current Reality Tree (CRT): Identifying the Undesirable Effects (UDEs)

A CRT analysis reveals that the IFG’s identified symptoms—siloed departments, high turnover, and short-termism—are not the root causes but UDEs.

  • UDE 1: Policy Churn (Departments constantly change direction).

  • UDE 2: Low Private Investment (Businesses are afraid of "U-turns").

  • UDE 3: Infrastructure Delays (Planning and funding are misaligned).

  • The Constraint: The Treasury’s "Gatekeeper" Model. By controlling all spending through a narrow, short-term fiscal lens, the Treasury inadvertently chokes off the long-term, high-risk investments necessary for growth.

2. Evaporating Cloud (Conflict Resolution)

The core conflict (The Cloud) in UK growth policy is:

  • Requirement A: Maintain strict fiscal discipline to avoid market instability.

  • Requirement B: Invest aggressively in long-term infrastructure and R&D to drive growth.

  • The Conflict: These two requirements compete for the same limited pool of capital and political will. The IFG’s recommendation of a "Growth Unit" attempts to "evaporate" this conflict by creating a body that prioritizes growth alongside fiscal discipline.


The Real Root Cause: The "Stability-Growth" Paradox

While the IFG suggests structural reforms (new units, better funding), the real root cause for the lack of growth in the UK is a cultural and systemic obsession with risk aversion.

The UK's political and administrative system is designed to prevent failure rather than facilitate success. This manifest in:

  1. Planning Paralysis: A planning system that prioritizes local vetoes over national growth.

  2. Fiscal Conservatism: A "bean-counting" culture in Whitehall that values immediate cost-savings over long-term value creation.

  3. Governance Inconsistency: Every few years, a new Prime Minister or Chancellor reshuffles the growth deck, resetting the clock for private investors.

https://www.instituteforgovernment.org.uk/sites/default/files/2026-01/how-the-centre-of-government-can-design-better-growth-policy.pdf

2026年1月24日 星期六

The Salve of Strategy: Operations vs. Marketing through the Theory of Constraints

 

The Salve of Strategy: Operations vs. Marketing through the Theory of Constraints
To understand the difference between how Operations and Marketing perceive value, we look to the ancient Taoist text, the Zhuangzi (Chapter 1, "Free and Easy Wandering"), which tells the story of the "Ointment for Chapped Hands."
The Story: The Ointment for Chapped Hands
In the state of Song, a family had a secret recipe for a salve that prevented hands from chapping or frostbite. For generations, they used this ointment to survive their trade as silk-bleachers, working in freezing river water.
A traveler heard of the salve and offered the family one hundred pieces of gold for the recipe. The family gathered and reasoned: "We have bleached silk for generations and earned only a pittance. Now we can sell this secret for a fortune in a single day. Let’s do it."
The traveler took the recipe to the King of Wu, who was at war with the state of Yue. It was winter, and the armies were engaged in a naval battle. The King’s soldiers used the ointment, keeping their hands healthy and nimble, while the Yue soldiers suffered from crippling frostbite. The King of Wu won a decisive victory. For his contribution, the traveler was rewarded with a fiefdom and a high title, becoming a wealthy lord.

The Theory of Constraints (TOC) Analysis
In the Theory of Constraints, a "constraint" is anything that prevents a system from achieving more of its goal. This story illustrates how a single product can be viewed as a cost-saving tool or a throughput-generating weapon.
1. The Operations Perspective: The "Cost World"
The silk-bleaching family viewed the ointment through an Operations lens. To them, the ointment was a "support tool" used to maintain their local process.
  • The Constraint: Their physical discomfort and skin damage.
  • Focus: Local efficiency. The ointment allowed them to keep washing silk in winter, maintaining a steady but low Throughput (money generated through sales).
  • Value Perception: They saw the value of the recipe relative to their manual labor. To them, 100 gold pieces was the "maximum price" because they only measured the ointment by the cost of the time it saved them.
2. The Marketing/Strategist Perspective: The "Throughput World"
The traveler viewed the ointment through a Marketing and Strategic lens. He ignored the silk and looked for a Global Constraint.
  • The Constraint: The biological limit of human endurance in winter warfare. This was the bottleneck preventing the King from winning the war.
  • Focus: Global Optima. He saw the ointment as a Competitive Edge that removed a massive barrier for a high-value "customer" (the King).
  • Value Perception: He understood that the value of a product is not what it costs to make, but the magnitude of the problem it solves. By removing the constraint of frostbite, he transformed a commodity hand cream into a high-leverage "Throughput Generator" that won a kingdom.
The Manager’s Lesson:
Operations ensures the "ointment" is made efficiently so the "silk" can be washed (minimizing Operating Expense). Marketing finds the "war" where that same ointment is worth a province (maximizing Throughput). To scale your business, stop looking at what your product is and start looking at what constraint it removes for the market.


2026年1月6日 星期二

The Tragedy of the Commons Is Not About Greed — It Is About Bad System Design

 

The Tragedy of the Commons Is Not About Greed — It Is About Bad System Design

Why People Are Good, and Only Bad Measurements Make Them Do Bad Things

When people hear The Tragedy of the Commons, the dominant conclusion is almost automatic:

“People are greedy. If left alone, they will destroy shared resources.”

Dr. Yung-mei Tsai’s classroom simulation is often cited as proof of this belief. Students, acting rationally, over-harvest a shared resource until it collapses. The commons dies. Everyone loses.

But this conclusion is wrong — or at least dangerously incomplete.

The tragedy does not arise from greed.
It arises from how the system is designedwhat is measured, and what is rewarded.

When viewed through the lens of the Theory of Constraints (TOC), Tsai’s simulation becomes powerful evidence of a very different truth:

People are fundamentally good. Systems that reward local optimization create destructive behavior.


What Actually Happens in the Simulation

In the simulation, each participant is allowed to take up to two items from a shared resource pool per round. The pool regenerates based on what remains. Early rounds forbid communication.

Most groups rapidly destroy the resource.

The usual interpretation:

  • Students are selfish

  • Individuals prioritize themselves

  • Cooperation is fragile

But observe more carefully what participants are actually doing.

Each player is:

  • Acting rationally

  • Responding to uncertainty

  • Protecting themselves from loss

  • Optimizing according to the rules and incentives provided

This is not moral failure.
This is logical behavior in a poorly designed system.


The Core Mistake: Confusing Local Success with Global Success

The real problem in the simulation is not human nature — it is local optimization.

Each participant is implicitly measured on:

  • “How many items did I collect this round?”

No one is measured on:

  • Total system output over time

  • Sustainability of the resource

  • Collective success

In TOC terms:

  • The system has a constraint (the regeneration capacity of the commons)

  • The players are not measured on protecting it

  • Therefore, they unknowingly destroy it

This is exactly what happens in organizations every day.


Why This Is Not Greed

Greed implies excess beyond rational need.

But in the simulation:

  • Players take more because not taking feels risky

  • Players fear others will take instead

  • Players respond to a measurement system that rewards immediate extraction

If greed were the cause, communication would not fix the problem.

Yet when communication is allowed:

  • Groups quickly self-organize

  • Fair rules emerge

  • The resource stabilizes

  • Everyone earns more over time

Greedy people do not suddenly stop being greedy.

Bad systems do stop producing bad outcomes when redesigned.


The Role of Measurement: The Real Villain

TOC teaches a simple but uncomfortable truth:

Tell me how you measure me, and I will tell you how I behave.

In the simulation:

  • Individuals are rewarded implicitly for short-term extraction

  • There is no penalty for system collapse

  • There is no metric for long-term throughput

This mirrors real-world KPIs:

  • Departmental efficiency

  • Individual bonuses

  • Utilization rates

  • Quarterly targets

Each looks reasonable in isolation.

Together, they destroy the system.


Global Goal vs. Local KPIs

The tragedy disappears the moment the system is redesigned so that:

  • The global goal is explicit

  • Individual actions are subordinated to that goal

  • The constraint is protected

  • Success is measured at the system level

When participants align around:

“Maximize total benefit over time for everyone”

Their behavior changes — without changing who they are.

This is the most important lesson of the simulation.


People Are Not the Problem

TOC insists on this principle:

Blaming people is lazy thinking. Improve the system.

The tragedy of the commons is not evidence that:

  • People are selfish

  • Cooperation is unnatural

  • Control is required

It is evidence that:

  • Poor measurements create destructive incentives

  • Local KPIs generate global failure

  • Systems shape behavior more powerfully than values


Why This Matters Beyond the Classroom

Organizations collapse commons every day:

  • Sales destroys operations

  • Cost cutting destroys throughput

  • Efficiency destroys flow

  • Bonuses destroy collaboration

Leaders then blame:

  • Culture

  • Attitude

  • Motivation

But the real cause is almost always the same:

We reward local optima and hope for global success.

Hope is not a strategy.


The Real Lesson of the Tragedy of the Commons

The tragedy is not inevitable.

It is designed.

And anything designed can be redesigned.

When systems:

  • Align measurements with the global goal

  • Protect the constraint

  • Reward collective success

People naturally behave in ways that look cooperative, ethical, and even generous.

Not because they changed —
but because the system finally allowed them to succeed together.


2026年1月2日 星期五

Revolutionizing UK Lawmaking: A One-Year Blueprint


Revolutionizing UK Lawmaking: A One-Year Blueprint


Speeding Up Justice: How to Cut the UK Lawmaking Process to One Year

The UK's legislative system, a cornerstone of democracy, has become bogged down in bureaucracy. As the speaker in the video suggests, turning a policy idea into law now takes at least two years – a glacial pace in today's fast-moving world.

This delays much-needed reforms, hinders economic competitiveness, and erodes public trust. But there's a solution: a radical overhaul inspired by the principles of Theory of Constraints (TOC).

The Problem: A Systemic Bottleneck

The main thing is the approval power of government, where many departments need to provide their support. It may not be an office process. However, is is a power and influence constraint and political will that prevents ideas from moving forward.

Unlocking the Flow: A Rapid Lawmaking Process

To cut the cycle to just one year, we must take action to expedite the whole process through the use of the government.

  1. Focus, Focus, Focus: Prioritize just a handful of critical policies with the biggest potential impact. Forget micromanaging everything; focus on the vital few.

  2. Assemble a "Rapid Response" Dream Team: a lean, cross-functional task force with senior policy advisors, legal experts, parliamentary strategists, and communication gurus.

  3. Cut the Red Tape: Simplify policy development with standardized processes, pre-approved templates, and regular check-ins.

  4. Fast-Track Parliamentary Review: Work with all parties to create faster debate and approval processes for these critical laws. Less political grandstanding, more problem-solving.

  5. Communicate, Communicate, Communicate: Build public support by explaining the benefits and urgency of these reforms, countering opposition before it takes hold.

The Reward: A Nation That Can Act

This streamlined approach isn't just about speed; it's about responsiveness. It enables the UK to react swiftly to economic challenges, adapt to global shifts, and seize new opportunities. It's about a government that can actually deliver on its promises.

It also reduces the impact from Ministry goals change which provides stability.

It is therefore an ability to be agile, strong economy and be trusted.

Here’s the blueprint for a more dynamic future that actually gets things done. The time for action is now.

2025年12月16日 星期二

The Dialogue Between Richard Feynman and Eliyahu Goldratt: Insights on Physics, Logic, and the Art of Clear Thinking

The Dialogue Between Richard Feynman and Eliyahu Goldratt: Insights on Physics, Logic, and the Art of Clear Thinking

In the realm of intellectual brilliance, two figures stand out for their profound impact on how we approach problem-solving, physics, and logical thinking: Richard Feynman, the Nobel-winning physicist renowned for his playful approach to science and his deep understanding of the universe, and Eliyahu Goldratt, a business thinker and physicist famous for developing the Theory of Constraints. Although Feynman and Goldratt never directly engaged in conversation, their ideas and methodologies offer powerful insights into how we can improve our thinking and decision-making in both scientific and everyday contexts.

In this imagined dialogue, we explore the synergy between Feynman’s approach to physics and Goldratt’s logical frameworks for improving systems thinking. Both men had a unique take on problem-solving, and their suggestions offer timeless advice for anyone looking to enhance their intellectual clarity and critical thinking.


Feynman: "The Beauty of Simplicity and the Power of Questioning"

Richard Feynman’s approach to thinking was rooted in curiosity, simplicity, and a willingness to challenge assumptions. For Feynman, the key to understanding any concept—whether in physics or in life—was the ability to break it down into its most fundamental components. He famously said, “If you can’t explain something in simple terms, you don’t understand it.” This idea is the cornerstone of his thinking.

Feynman’s method of clear thinking revolved around three main principles:

  1. Start with the basics: Feynman advocated for stripping away unnecessary complexity. He would often approach problems as if he were explaining them to a layperson, allowing him to focus on the essence of the problem rather than getting bogged down in technical jargon.

  2. Question everything: Feynman’s intellectual curiosity was insatiable. He urged people to always question what they hear and learn. By adopting a childlike attitude of inquiry, individuals could approach problems with a fresh perspective and avoid falling into the trap of dogma or rote learning.

  3. Engage in mental experimentation: Feynman believed in the importance of thinking experiments. He would often run thought experiments in his mind to test hypotheses before seeking empirical evidence. He encouraged others to engage in similar mental exercises, as they promote deeper understanding and creative problem-solving.


Goldratt: "The Power of Constraints and Focusing on the Essential"

Eliyahu Goldratt’s approach to problem-solving, particularly through his Theory of Constraints (TOC), offered a powerful framework for identifying and eliminating bottlenecks in any system. Goldratt believed that people often fail to improve their systems or decision-making processes because they focus on the wrong areas. For Goldratt, the key to clear thinking and effective problem-solving was identifying the one constraint that limits performance and addressing it directly.

Goldratt’s advice on thinking can be distilled into the following principles:

  1. Identify the constraint: In any system, there is always one part that limits overall performance. Goldratt encouraged individuals to focus on identifying this constraint first. By doing so, they could direct their efforts towards improving the part of the system that would have the greatest impact on performance.

  2. Think in terms of the system: Goldratt emphasized the importance of systems thinking. Instead of analyzing individual parts of a problem in isolation, he suggested looking at the whole system and understanding how each component interacts. This approach prevents individuals from making decisions that could improve one part of the system at the cost of others.

  3. Focus on continuous improvement: Once the constraint is identified, Goldratt advocated for the process of ongoing improvement. Clear thinking, according to Goldratt, involves constantly evaluating the system and finding new constraints to address. This iterative approach ensures that the system becomes more efficient over time.


The Intersection of Feynman and Goldratt’s Thinking

While Feynman and Goldratt came from different intellectual traditions—Feynman from the world of physics and Goldratt from systems theory—there are striking similarities in their approaches to thinking. Both emphasized clarity, simplicity, and an understanding of underlying principles. Here are some areas where their thinking converged:

  1. Focus on the essentials: Feynman’s commitment to simplicity aligns with Goldratt’s emphasis on identifying the critical constraint. Both thinkers encouraged people to cut through the noise and focus on what really matters.

  2. Question assumptions: Feynman’s skepticism and curiosity mirror Goldratt’s focus on challenging conventional wisdom. Both advocated for the importance of questioning established beliefs and testing ideas before accepting them as truth.

  3. Systemic thinking: While Feynman’s work in physics often involved analyzing complex systems, he was always careful to maintain a holistic view. Goldratt’s systems thinking is similarly about understanding the interconnections and interdependencies within a system. Both approaches highlight the importance of understanding context and relationships.

  4. Experimentation and iteration: Feynman’s mental experiments find a parallel in Goldratt’s focus on continuous improvement. Both thinkers understood that thinking is not a one-time event but an ongoing process of refinement.


Suggestions for Improving Your Power of Clear Thinking

Drawing from the wisdom of both Feynman and Goldratt, here are several actionable suggestions for improving your clear thinking:

  1. Simplify: Break complex problems into smaller, more manageable pieces. Focus on the core of the problem, and avoid overcomplicating things with unnecessary details.

  2. Ask the right questions: Cultivate curiosity and a healthy skepticism. Always ask why things are the way they are, and be open to alternative explanations.

  3. Think holistically: Look at problems from a systems perspective. Understand how different elements are interconnected and how changes to one part of a system can affect the whole.

  4. Test your ideas: Engage in mental experiments and thought exercises. Challenge your assumptions by considering various possibilities and testing your hypotheses.

  5. Identify constraints: In any problem or system, find the bottleneck or limitation and focus your efforts there. By addressing the constraint, you’ll often see the most significant improvement in performance.

  6. Iterate: Clear thinking is a continual process. Once you’ve solved one problem or improved one part of a system, look for the next constraint or area for improvement.


In summary, Feynman and Goldratt, despite working in different fields, both emphasized the importance of clarity, simplicity, and an active engagement with the world. Their ideas offer invaluable guidance for anyone looking to sharpen their thinking, whether in science, business, or life in general. By following their principles, you can improve your ability to think clearly, solve problems effectively, and continuously refine your understanding of the world around you.



2025年10月28日 星期二

Unlocking Your Constraint: The Know-Do Problem of Attention, Trust, and Motivation

 

Unlocking Your Constraint: The Know-Do Problem of Attention, Trust, and Motivation


a universal human challenge known as the "Know-Do Problem"—the struggle where we know exactly what we should do, yet we still fail to take action. We will use the lens of the Theory of Constraints (TOC), combined with the insights of Dr. Alan Barnard, to unpack this profound personal and organizational dilemma.


I. Identifying Our Three Asymmetrical Constraints (The Hard-to-Gain, Easy-to-Lose Resources)

In TOC, a constraint isn't just a scarce resource; it has an "asymmetrical response": it's incredibly hard to gain and startlingly easy to lose. In the digital age, attention is no longer the only constraint; trust and motivation are equally, if not more, critical bottlenecks.

1. Constraint One: Attention

  • Asymmetry: It is very hard to gain someone's attention but very easy to lose it.

  • Example: On social media, content designers know they must re-gain your attention every 3 seconds through novelty or alerts. It’s a constant battle, not a steady state.

  • The Breakthrough: Since attention is limited, we must stop wasting it and ensure our focus is entirely allocated to the one goal that matters most.

2. Constraint Two: Trust

  • Asymmetry: Trust is extremely hard to earnvery easy to lose, and almost impossible to re-gain.

  • Example: Consider the "dress conflict." You tell your partner she looks "amazing" to avoid conflict. Later, when the truth comes out, the fight isn't about the dress; it’s about the collapse of trust—"If you could lie about that, what else are you lying about?"

  • The Breakthrough: Most relationship problems are unresolved trust conflicts. The solution lies in a "double acceptance"—the requestor must agree not to punish you for sharing your truth.

3. Constraint Three: Motivation

  • Asymmetry: Motivation is easily triggered but highly transient, making it a poor foundation for consistent action.

  • Example: A marketing guru knew he had a webinar to do but had zero motivation. He talked to his AI, which didn't give him rah-rah affirmations. Instead, the AI empathetically engaged him by asking: "Which option are you most passionate about?" This tiny spark got him working without realizing it.

  • The Breakthrough: We don't need motivation; we need "Catalytic Conditions." This means figuring out the smallest, least-effort step you can take to get started. (e.g., If you can't do 100 push-ups, commit to just one).


II. The AI Advantage: Solving the "Know-Do" Gap (The ProCon Cloud Method)

AI helps bridge the Know-Do gap by providing an objective, empathetic, and personalized challenge to our internal roadblocks.

  • Advantage 1: Defining Conflict for Innovation: Dr. Barnard uses his ProCon Cloud Method to train AI to define any problem as an unresolved conflict between two options (e.g., Change vs. Status Quo).

  • The Payoff of the Status Quo: The reason we stay stuck is that even the negative status quo offers an "unwanted payoff" or unique advantage we are afraid to lose.

  • The Innovation Step: Innovation is the creation of a solution that provides all the Pros of both options with none of the Cons.

    • Example: An overeater knows they should stop but fears losing the "stress relief" provided by snacking. The innovative solution isn't just "Stop Overeating" (giving up stress relief); it’s "Stop Overeating + Start Meditation or Exercise" (replacing the emotional payoff with a new, healthy one).

  • Advantage 2: Conscious vs. Subconscious Beliefs: We can't challenge subconscious beliefs. AI can pose precise questions to transfer a subconscious fear (e.g., "What are you scared of gaining that you don't want if you quit smoking?") into conscious thought. Once it is written down, we can scrutinize the belief and ask, "Is that really true?"


2025年10月4日 星期六

From Products to T-Generators: Redefining the Roles of Operations, Marketing, and R&D

 

From Products to T-Generators: Redefining the Roles of Operations, Marketing, and R&D

One of Eli Schragenheim’s most thought-provoking insights is the distinction between what operations and marketing truly deliver. Operations, he argued, produce products. Marketing, on the other hand, sells t-generators—the tangible or intangible entities that generate throughput.

This distinction opens the door to a deeper rethinking of organizational roles. If marketing is not merely about pushing existing products, but about shaping and selling throughput generators, then the function of R&D cannot remain confined to “product development.” R&D must be integrated into marketing’s mission of designing and evolving t-generators—whether they take the form of products, services, or even innovative business models.

The Redefinition of Roles

  1. Operations: Builders of Capability
    Operations’ role is clear and stable. They are responsible for transforming resources into reliable outputs—whether physical products, digital deliverables, or service executions. Their success lies in efficiency, quality, and dependability. Operations are the foundation on which throughput potential rests.

  2. Marketing (including R&D): Designers and Multipliers of Throughput
    Marketing’s mission is not simply to promote what operations produce. It is to define and develop the t-generatorsthat maximize the organization’s throughput. This means understanding customer needs, market dynamics, and competitive landscapes to identify what kind of t-generators can create sustainable streams of value.

    R&D belongs here, not as a separate silo. Its task is not just to “invent” or “improve” products, but to co-create with marketing new and more effective throughput generators—be they subscription models, service packages, ecosystems, or platforms. This reframing aligns R&D’s creativity with the ultimate economic engine: throughput.

  3. KPI Realignment
    Traditional KPIs often measure marketing by sales volume and R&D by the number of new products launched. This misses the point. If marketing plus R&D is truly about generating throughput, their KPI must reflect the net throughput potential created by the portfolio of t-generators.

    • Not “How many products did we launch?” but “How much throughput capacity have we created?”

    • Not “How many leads were generated?” but “How effectively are our t-generators sustaining throughput growth?”

Why This Matters

Most organizations unintentionally limit R&D by tethering it to operations. The result is incremental product improvements that do not necessarily translate into stronger t-generators. By placing R&D under marketing, innovation becomes market-driven, strategically aligned, and directly linked to throughput.

This redefinition also clarifies the boundaries:

  • Operations excel at execution.

  • Marketing (with R&D) excels at conception and value creation.

  • Together, they form a coherent system where throughput is not left to chance but is deliberately designed and reliably delivered.

Conclusion

Organizations that adopt this perspective will unlock a sharper division of labor, a more focused set of KPIs, and above all, a deeper alignment with the fundamental goal of business: to maximize sustainable throughput.

When marketing and R&D unite around the design of t-generators, and operations delivers them with excellence, the organization as a whole achieves clarity of purpose and strength of execution.


2025年9月29日 星期一

A Letter to Our Most Holy Lord: On the Strategies of the Global Missions of the Society of Jesus A.D. 1645

Epistola ad Sanctissimum Dominum Nostrum: De Strategiis Missionum Globalium Societatis Iesu A.D. MDCXLV

Title: A Letter to Our Most Holy Lord: On the Strategies of the Global Missions of the Society of Jesus A.D. 1645


I. Praemissio: Necessitas Discriminis (The Necessity of Differentiation)

Most Holy Father,

The Lord's vineyard stretches across the globe, yet the soil, climate, and laborers vary profoundly. To effectively sow the seeds of faith, the Society of Jesus must classify mission territories not merely by geographic location but by their Receptivity, Stability, and Opportunity. This strategic segmentation, analogous to temporal business analysis, dictates the appropriate leverage point for missionary action. We discern eight strategic categories defining the spiritual "profit trajectory" of our efforts.


II. Analysis Strategica: Octo Missionum Categoriae (Strategic Analysis: Eight Mission Categories)

1. Exponential Growth (Receptivity Booming)

  • Regions: Parts of South America (Andes, Brazilian coast), the Philippines.

  • Characteristics: Strong support from Catholic monarchies; conversions are often rapid, embedded within colonial structures.

  • Demise Risks: Superficiality of faith; cultural syncretism; vulnerability to the fall of imperial power.

  • Jesuit Strategy: Elect to Change Approach. 💡 The focus must shift from initial conversion numbers to deepening the roots through comprehensive education, catechism, and embedding faith within local cultural practices.


2. Stable Growth (Steady Receptivity)

  • Regions: Catholic Europe (Italy, Iberian Peninsula, Poland, Southern Germany).

  • Characteristics: Deeply entrenched Catholic tradition; missions act to reinforce faith and provide defense against heresy.

  • Demise Risks: Complacency; internal corruption; over-fixation on dogmatic, non-evangelical battles.

  • Jesuit Strategy: Elect to Change. 🎓 The primary lever is the formation of elites and the intellectual defense of the Church. We must strengthen educational institutions (Colleges and Universities) to ensure future leadership is grounded in sound doctrine.


3. Flat Growth (Stagnant Reception)

  • Regions: Northern Europe under Protestant dominance (England, Scandinavia, parts of Germany).

  • Characteristics: Catholic presence is marginalized or underground; conversions are difficult and rare.

  • Demise Risks: Permanent loss of Catholic influence; attrition of faithful communities.

  • Jesuit Strategy: Want to Change. 🛡️ We must maintain clandestine operations within recusant communities, emphasize intellectual disputation, and patiently await political openings, acting as the spiritual immune system of the Church in these lands.


4. Varying Growth (Ups and Downs)

  • Regions: Japan (pre-ban), China (Ming/Qing Courts), Mughal India.

  • Characteristics: Periods of strong breakthrough followed by sudden, severe political reversals and persecution.

  • Demise Risks: Imperial suspicion of foreign influence; Christianity perceived as a threat to local cosmic and political order.

  • Jesuit Strategy: Have to Change. 👘 This demands radical Inculturation. We must adopt local dress, language, and engage philosophical and scientific dialogue (e.g., the astronomical work of our Fathers) to prove Christianity's compatibility with, and benefit to, local culture.


5. Barely Breakeven (Minimal Progress)

  • Regions: Sub-Saharan Africa (beyond coastal enclaves), inland territories of the Americas outside colonial control.

  • Characteristics: Limited resources and minimal imperial support; isolated conversions without significant scale.

  • Demise Risks: Attrition of missionaries; unsustainable reliance on fragile supply lines.

  • Jesuit Strategy: Need to Change. 🏞️ The emphasis must be on establishing resilient, self-sustaining mission communities (such as the Reducciones in Paraguay) and actively securing the patronage and protection of local rulers.


6. Net Loss but Positive Operating Potential

  • Regions: Ottoman-controlled Middle East; Eastern Europe under Orthodox dominance.

  • Characteristics: Christian doctrine is familiar, but the populace is non-Catholic and constrained by hostile political/religious powers.

  • Demise Risks: Jesuits marginalized as foreign agents; political resistance from Islamic and Orthodox authorities.

  • Jesuit Strategy: Have to Change. 📚 Our focus here must be intellectual and diplomatic. Engagement in science, education, and diplomacy (e.g., Jesuit astronomers in Constantinople) can foster dialogue and secure access where overt proselytizing is impossible.


7. Net Loss, No Positive Reception

  • Regions: Hardline Protestant regions (Dutch Republic); Japan after the 1614 Edict.

  • Characteristics: Missionary work is banned; converts are persecuted; no safe operational space exists.

  • Demise Risks: Complete elimination of the Catholic presence.

  • Jesuit Strategy: Need to Change. 💀 Strategy dictates either clandestine survival (maintaining underground communities, as in Japan's Kakure Kirishitan) or temporary strategic retreat, redirecting resources to more viable fields until the political climate shifts.


8. Breached Cash/Support Constraint

  • Regions: Failed fields such as Japan post-1630s (where expulsion and execution are absolute).

  • Characteristics: Total closure of mission opportunity; communication severed; local Christian remnants survive independently.

  • Demise Risks: Permanent severance of Catholic influence.

  • Jesuit Strategy: Have to Change. 🔄 We must accept the loss as a strategic necessity and immediately redirect resources (personnel, funds, and expertise) to Category 1, 2, and 4 fields, where the return on spiritual investment is greater.


III. Conclusio et Petitio (Conclusion and Petition)

This strategic matrix confirms that our current resource distribution—with approximately 65-70% of our focus on the Booming/Stable (1–2) and Volatile/Stagnant (3–4) regions—is sound. It demands, however, that the Holy See grant the Society maximum latitude in employing the strategies of Inculturation and Discretion in Categories 4 and 7, respectively. Our adaptation is not compromise, but a necessary application of prudence to the eternal mission.

We await Your Holiness's counsel and blessing upon these critical endeavors.

Ad Majorem Dei Gloriam,

In humble obedience,

The Father General of the Society of Jesus

Rome, Anno Domini 1645