Downloads: A PDF of this resource will be available soon.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This resource relates to the Systems Thinking, Systems Modelling and Analysis, Configuration Management, Requirements Definition, Communication, Verification, and Validation INCOSE Competencies.
AHEP4 mapping: This resource addresses several of the themes from the UK’s Accreditation of Higher Education Programmes fourth edition (AHEP4):Analytical Tools and Techniques (critical to the ability to model and solve problems), and Integrated / Systems Approach (essential to the solution of broadly-defined problems). In addition, this resource addresses the themes of Sustainability and Communication.
Educational level: Advanced.
Learning and teaching notes:
Overview:
This multi-part case study guides students through the complex systems challenges of Prince Edward Island, Canada’s ambitious 100% renewable energy transition by 2030. Students will experience how technical, social, and economic factors interact through emergence, feedback loops, and multi-scale dynamics that traditional engineering analysis alone cannot capture.
Learners have the opportunity to:
Identify complex systems characteristics (emergence, feedback loops, nonlinearity) in real energy systems.
Apply multiple modelling approaches (ABM, system dynamics, network analysis) to analyse system behaviour.
Evaluate how technical decisions create emergent social and economic consequences.
Synthesise insights from different modelling approaches to inform policy recommendations.
Communicate complex systems concepts and uncertainties to non-technical stakeholders.
Teachers have the opportunity to:
Demonstrate complex systems concepts through hands-on modelling.
Facilitate discussions on emergence and system-level behaviours.
Evaluate learners’ ability to apply systems thinking to engineering problems.
Connect technical modelling to real-world policy and social implications.
Overview: Energy transition as a complex systems challenge:
Prince Edward Island (PEI), Canada’s smallest province, aims to achieve 100% renewable electricity by 2030. Its small grid, dependence on imported power, and growing renewable infrastructure make it a natural laboratory for systems thinking in energy transitions.
This case invites students to explore how technical, social, and policy decisions interact to shape renewable integration outcomes. Using complexity-science tools, they will uncover how local actions produce emergent system behaviour, and why traditional linear models often fail to predict real-world dynamics.
The complex challenge: Traditional engineering approaches often treat energy systems as predictable and linear, optimising components like generation, transmission, or storage in isolation. However, energy transitions are complex socio-technical systems, characterised by feedback loops, interdependencies, and emergent behaviours.
In PEI’s case, replacing stable baseload imports with variable wind and solar generation creates cascading effects on grid stability, pricing, storage demand, and social acceptance. The island’s bounded geography magnifies these interactions, making it an ideal context to observe emergence and system-level behaviour arising from local interactions.
PEI currently imports about 75% of its electricity via two 180 MW submarine cables, while 25% is produced locally through onshore wind farms (204 MW). Plans for offshore wind, community solar, and hydrogen projects have triggered debates around stability, affordability, and social acceptance.
Taking on the role of an engineer at TechnoGrid Consulting, students are tasked to advise Maritime Electric, the island’s utility, on modelling strategies to guide $2.5 billion in renewable investments.
Competing goals:
Maintain grid reliability while replacing fossil baseloads.
Achieve policy targets without increasing public resistance.
Balance economic cost, environmental benefit, and technological feasibility.
Discussion prompt:
In systems terms, where do you see tensions between policy, technology, and society? How might feedback loops amplify or mitigate these tensions?
While Maritime Electric’s engineering team insists the project scope should stay strictly technical, limited to grid hardware, generation, and storage, policy advisors argue that social behaviour, market pricing, and community engagement are part of the system’s real dynamics.
Expanding boundaries makes the model richer but harder to manage; narrowing them simplifies computation but risks missing the very factors that determine success.
Temporal boundaries: timescales from milliseconds (grid response) to decades (infrastructure).
Organisational boundaries: stakeholders, regulations, and markets.
Discuss how including or excluding elements (e.g., electric-vehicle uptake, community cooperatives, carbon policy) changes the model’s focus and meaning.
Learning insight:
Complex systems cannot be fully understood in isolation; boundaries are analytical choices that shape both perception and leverage. Every inclusion or exclusion reflects an assumption about what matters and that assumption determines which complexities emerge, and which stay hidden.
Part three: Modelling the system: Multiple lenses of complexity:
(a) Agent-Based Modelling (ABM) with NetLogo:
Students construct simplified models of households, businesses, and grid operators:
Household agents: decide to adopt rooftop solar based on payback time and neighbour influence.
Technology providers: adjust prices in response to market demand.
Grid operator: balances reliability and cost.
Emergent patterns such as adoption S-curves or network clustering illustrate how simple local rules generate complex collective dynamics.
(b) System Dynamics (SD) with Vensim:
Students then develop causal loop diagrams capturing key feedbacks:
Adoption–Learning Loop: installations ↓ costs ↓ encourage more adoption.
Cost–Acceptance Loop: higher bills ↓ public support ↓ investment capacity.
This provides a macroscopic view of feedback, delay, and leverage points.
(c) Network Analysis with Python (NetworkX):
Students model actor interdependencies: how households, utilities, industries, and regulators interact. Network metrics (centrality, clustering, connectivity) reveal where resilience or vulnerability is concentrated.
Reflection prompt:
Which modelling approach offered the most insight into system-level behaviour? What were the trade-offs in complexity and interpretability?
Part four: Scenario exploration: Pathways to 2030:
Students explore three transition scenarios, each with distinct emergent behaviours:
A. Distributed Solar + Community Storage
300 MW solar, 150 MWh batteries
Decentralised coordination challenges and social clustering effects.
B. Offshore Wind + Grid Enhancement
400 MW offshore wind, new 300 MW interconnection
Weather-dependent reliability and cross-border dependency.
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Keywords: Systems thinking; Problem-solving; Critical thinking; Digital literacy; Modelling and simulation; Design; Project management; Life cycle; Risk; Collaboration; Communication; Professional conduct; Social responsibility.
Downloads: A PDF of this resource will be available soon.
Learning and teaching resources:
Glossary: This article refers to many concepts and terms which are more fully described and explained in this companion resource.
Who is this article for?: Thisarticle should be read by educators at all levels in higher education who are seeking an overall perspective on teaching approaches for integrating complex systems in engineering education.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This article outlines the core competencies required for engineering students to effectively engage with complex systems. Such systems involve a range of technical and non-technical components that interact in non-linear and unpredictable ways. Working effectively with such complex systems requires collaboration across engineering disciplines, as well as other fields and stakeholder groups.
Within AHEP4, complex problems are referred to as those which “have no obvious solution and may involve wide-ranging or conflicting technical issues and/or user needs that can be addressed through creativity and the resourceful application of engineering science” (p.26). The ability to work productively with complex systems is therefore essential for engineers and helps them address problems increasingly experienced in business and society, which have many interdependent components and lack clear or stable solutions.
The aim of this article is to provide a foundational framework that integrates the knowledge, skills and attitudes necessary for undergraduate and graduate engineering students to navigate complexity. In so doing, it serves educators, curriculum designers, and students seeking to develop the mindset and skills required to tackle the challenges of the 21st century within an increasingly volatile, uncertain, complex, and ambiguous (VUCA) world (SEFI, 2025).
This knowledge article, informed by the INCOSE Competency Framework for Systems Engineering (INCOSE, 2018), categorises complex systems competencies into eight core competencies. These competencies encompass mindset and foundations, technical methods and tools, management and delivery, and attributes and behaviours. The description of each competency references learning outcomes (LOs) outlined in AHEP4 (Engineering Council, 2025) and the International Engineering Alliance (IEA) Graduate Attributes (2021) to establish a common baseline for all engineering graduates (see Appendix for mapping).
The eight core complex systems competencies:
1. Systems thinking and problem framing
The ability to take a holistic approach, to consider a problem from multiple perspectives and to understand how a system’s parts interact to produce emergent behaviour.
Students must be able to understand what makes a system ‘complex’ and move beyond narrow problem-solving to identify root causes. This involves understanding fundamental Systems thinking concepts including hierarchies and interfaces (structural dimension), holism and cause-effect (dynamic dimension), lifecycles (time dimension), and multiple perspectives (perception dimension).
Systems thinking enables engineers to anticipate ripple effects, emergent behaviours, and trade-offs, designing solutions that remain robust under uncertainty. AHEP4 requires students to “formulate and analyse complex problems to reach substantiated conclusions” (LO2) and to “apply an integrated or systems approach to the solution of complex problems” (LO6).
2. Critical thinking
The ability to question assumptions, evaluate evidence, apply logical reasoning, and justify decisions based on reasoned arguments and evidence.
Navigating complex systems involves working with a variety of (often conflicting) goals, information, and data types from across discipline and stakeholder groups. Critical thinking is thus necessary to enable engineers to identify biases, avoid oversimplification and flawed reasoning, and to make ethical, transparent and evidence-informed decisions with consideration for unintended consequences. AHEP4 requires graduates to “critically evaluate technical literature and other sources of information to solve complex problems” (LO4).
3. Simulation, modelling and data literacy
The ability to apply scientific, mathematical, and engineering principles to model, test, and improve complex systems.
Working with complex systems involves a range of resources including people, data and information, tools and appropriate technologies. Students must be able to create, apply and validate system models (as physical, mathematical, or logical representation of systems) and demonstrate competence in simulation and data literacy to address uncertainty and complexity at scale. This may involve using models and data to justify assumptions, explore scenarios, predict the consequences of actions, solve difference equations, conduct sensitivity and stability analysis, and predict the probability of risk.
This aligns with several AHEP4 outcomes: “apply mathematics, statistics, and engineering principles to solve complex problems” (LO1); “apply computational and analytical techniques while recognising limitations” (LO3); and “select and critically evaluate technical literature and other data sources” (LO4).
4. Design for complexity and changeability
The ability to design adaptable, robust, and resilient systems across their lifecycle.
Changes (both planned and unplanned) are inherent in complex systems. Long-term success of a system therefore requires design for resilience to first hand/internal (by the system), second hand/external (to the system) or third hand (around the system) change. Design for complexity and changeability ensures systems can evolve and integrate new capabilities across their lifecycle.
AHEP4 requires engineers to be able to innovatively “design solutions that meet a combination of societal, user, business and customer needs” (LO5). This may involve designing systems that deliver required functions over time, including evolution, adaptability, and integration across subsystems (capability engineering), and supports evaluation of alternatives, balance competing objectives, and justify transparent decisions (decision management).
5. Project and lifecycle management
The ability to plan and deliver engineering activities across the system lifecycle, ensuring outcomes are delivered on time, on cost, and with integrity.
Complex systems involve many subsystems with various purposes and lifecycles. This necessitates effective coordination and delivery processes and a focus on early planning and lasting systemic impacts. Project and lifecycle management allows for concurrent engineering (parallelisation of tasks), and verification and validation of tasks in dynamic environments. Graduates must “apply knowledge of engineering management principles, commercial context, project and change management” (AHEP4, LO15).
This aligns with the Engineering Attribute of Project Management and Teamwork and the INCOSE Framework competencies in Lifecycle Processes, Integration, and Project Management, emphasising coordinated delivery and long-term value creation across socio-technical systems. Lifecycle awareness prevents short-term optimisation and emphasises aspects such as maintainability, whole-life value delivery and total expenditure (TOTEX) thinking, all of which support efforts towards sustainability and net-zero.
6. Risk and uncertainty management
The ability to identify, assess, and manage technical, social, environmental, and ethical risks at multiple levels of complex systems.
Complex systems are inherently uncertain, with cascading risks that must be anticipated and managed proactively. Risk management enables students to quantify source and impact of uncertainties where possible and apply precaution where uncertainty is irreducible, ensuring safety, sustainability, and governance.
AHEP4 requires graduates to “use a structured risk management process to identify, evaluate and mitigate risks (the effects of uncertainty)” (LO9), ranging from project-specific challenges to systemic threats, which need to “adopt a holistic and proportionate approach to the mitigation of security risks” (LO10).
7. Collaboration and communication
The ability to work effectively across disciplines, boundaries, and cultures, while conveying complex insights clearly to technical and non-technical audiences.
Complex systems challenges cannot be solved by individuals alone and include consideration for stakeholders across industry, policy and society. Such collaborative processes involve participatory problem-solving, learning from others, inclusive communication, and negotiation and persuasion strategies, all of which necessitate emotional intelligence.
AHEP4 expects graduates to “function effectively as an individual, and as a member or leader of a team, being able to evaluate own and team performance” (LO16). They must be able to influence stakeholder decisions, foster alignment, and shape outcomes across industry, policy, and society (AHEP4, LO17).
8. Professional responsibility
The ability to apply professional and societal responsibilities in decision-making, with awareness of ethical implications and long-term impacts and unintended consequences of engineered systems.
Engineers increasingly work on complex systems that shape lives, societies, and ecosystems. Ethical responsibility ensures that technical competence aligns with social good and involves consideration for trade-offs between factors including environmental impact, affordability and social acceptance. This aligns with AHEP4, IEA, and INCOSE principles on ethics, professionalism, and leadership, ensuring engineers act responsibly within complex systems and contribute positively to society and sustainability. AHEP4 requires graduates to “identify and analyse ethical concerns and make reasoned ethical choices informed by professional codes of conduct” (LO8) and “evaluate the environmental and societal impact of solutions to complex problems” (LO7).
Conclusions:
This article defines a set of eight integrated competencies that prepare engineering graduates to navigate complex systems. Together, they combine knowledge (what graduates must know), skills (what they can do), and attitudes (how they behave and think). Embedding these competencies requires project-based learning, interdisciplinary collaboration, and reflective exercises, while assessment should include portfolios, teamwork, and scenario analysis. Employers and professional bodies can reinforce these competencies through mentoring, internships, and early career development.
By aligning with INCOSE, AHEP4, and IEA GA frameworks (see Appendix for mapping), this guidance provides an internationally consistent foundation that can be adapted to local contexts, equipping engineering graduates to address complex, interdependent challenges of the 21st century with competence, integrity, and resilience.
Appendix:
Mapping between Eight Core Competencies and Standard frameworks
Proposed Core Competency
INCOSE *
AHEP4 **
IEA GA ***
Systems Thinking & Problem Framing
ST
LO2, LO6
WA2
Critical Thinking
CT
LO4
WA4, WA11
Simulation, Modelling & Data Literacy
IM, SM
LO1, LO3, LO4
WA1, WA4, WA5
Design for Complexity & Changeability
CP, DM, DF
LO5
WA3
Project & Lifecycle Management
LC, PL,CE, CP
LO15
WA10
Risk & Uncertainty Management
CE, PL, RO
LO9, LO10
–
Collaboration & Communication
CC, TD, TL, EI
LO16, LO17
WA8, WA9
Professional Responsibility
EI, EP
LO7, LO8
WA6, WA7
* INCOSE Competency Framework, 2nd edition (2018)
** AHEP4 Learning Outcome (LO) (2025)
*** International Engineering Alliance (IEA) Graduate Attributes (GA) (2021)
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Downloads: A PDF of this resource will be available soon.
Who is this article for?: This article should be read by educators at all levels of higher education looking to highlight the connection between complex systems and sustainability within engineering learning.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This resource relates to the Systems Thinking, Life Cycles, Capability Engineering, Systems Modelling and Analysis, and Design INCOSE competencies.
AHEP mapping: This resource addresses several of the themes from the UK’s Accreditation of Higher Education Programmes fourth edition (AHEP4): Analytical Tools and Techniques (critical to the ability to model and solve problems), and Integrated / Systems Approach(essential to the solution of broadly-defined problems). In addition, this resource addresses AHEP themes of Materials, equipment, technologies and processes, and Sustainability.
Several sustainability challenges, such as transitioning to a circular economy, are embedded in complex socio-technical systems. A circular economy is an economic model that replaces the linear take-make-dispose pattern with systems that keep materials and products in use for longer through designing for durability, reuse, remanufacturing, and recycling, while minimising waste and regenerating natural systems (Rizos, Tuokko, and Behrens, 2017).
Complex systems like these exhibit feedback loops, delays, non-linear change, path dependence and emergent behaviour (Sterman, 2000; Meadows, 2008). This article introduces the idea of systems-based interventions using the example of aluminium recycling systems. It is designed for engineering educators who plan to provide learners with a baseline understanding of complexity and practical entry points for designing and developing and evaluating interventions that can move a system towards sustainability.
Complexity of aluminium recycling systems:
Aluminium is infinitely recyclable, yet achieving truly closed material loops at scale remains a challenge. Most of today’s recycling occurs in situations where post-consumer scrap is collected from a wide variety of end-of-life products and the boundaries of the recycling system are difficult to define and control. This creates high variability in both the composition and the quality of recovered aluminium, since different products contain different alloys and levels of contamination (IRT M2P, 2023). At the same time, the volume of available scrap is difficult to predict, as it depends on product lifespans and consumer behaviour. These fluctuations make it harder for producers to plan and optimise secondary aluminium output, particularly when industries rely on consistent standards or just-in-time manufacturing.
The recycling system is also shaped by broader economic and regulatory forces. On the one hand, demand for low-carbon materials and the cost advantage of recycled over primary aluminium are powerful drivers of growth. On the other hand, the system faces constraints from volatile scrap prices and shifting global trade dynamics, such as U.S. tariffs on aluminium imports. Meanwhile, new policy instruments are adding further complexity. The EU’s Carbon Border Adjustment Mechanism (CBAM) is set to reshape trade flows and investment patterns, while the forthcoming Digital Product Passport (DPP) will transform how information is shared across the value chain. Together, these forces influence technologies, markets and business models, underscoring the dynamic and interconnected nature of aluminium recycling.
These interconnected factors highlight aluminium recycling as a complex socio-technical system, in which technological capabilities, market incentives, policy frameworks, and global trade are deeply interconnected. For educators, this makes aluminium an effective example for teaching students how multiple forces interact to create both opportunities and challenges for sustainable engineering.
Intervention from systems perspective:
System Dynamics (SD), first formalised byForrester (1968), has proven to be a highly valuable approach for understanding and managing complex resource and recovery systems. SD is an interdisciplinary approach, drawing on insights from psychology, organisational theory, economics, and related fields (Sterman, 2000). More supporting information about SD pedagogical tools and techniques can be found through the System Dynamics Society and Insight Maker.
From a systems perspective, interventions are not isolated events but strategic effort to influence system behaviour by targeting its structure and dynamics. A key concept here is leverage points – places within a complex system where small changes can lead to significant, systemic effects (Meadows, 1999). Meadows identified twelve types of leverage points, ranging from adjusting parameters to transforming the system’s underlying goals and paradigms, proving a conceptual framework for identifying impactful intervention.
Figure 1. Donella Meadows’ leverage points (Source: based on Meadows (1999); credit: UNDP/Carlotta Cataldi; reproduced fromBovarnick and Cooper (2021))
Exploration of potential leverage points:
System Dynamics (SD) tools such as Causal Loop Diagrams (CLDs) can help explore leverage points. CLDs can help visualise main components of a system and their interdependencies, making complex dynamics easier to understand. Besides, the process of building a CLD or more computational SD model encourages practitioners to clarify system boundaries, relationships, and drivers, laying the foundation for identifying leverage points.
For example, a CLD of aluminium recycling might capture how classification and sorting processes influence scrap quality, which then affects remelting efficiency and ultimately market uptake of recycled alloys (see Figure 2 below).
Figure 2. The causal loop diagram for auto aluminium recycling (Liu et al., 2025)
By tracing these circular cause-and-effect relationships, learners can see where interventions may ripple through the system. Highlighting reinforcing loops, balancing loops, and delays also shows why some interventions produce limited short-term results but more substantial long-term effects.
Leverage points can also be examined through the lens of information, rules, and goals. Improved information flows, such as those enabled by the Digital Product Passport, could reshape how scrap is sorted and valued. Rules, such as alloy specifications or trade tariffs, determine what types of recycled material can enter the market. At a deeper level, the goals of the system, whether to maximise throughput or to retain material value, fundamentally shape behaviour. Here too, CLDs are valuable because they allow users to visualise how changes to information, rules, or goals can shift system dynamics, providing a clearer picture of where interventions might be most effective.
Implication for educators:
This article equips educators with a focused, practical pathway to teach systems thinking through the example of aluminium recycling. Students can gain both conceptual understanding and hands-on skills to map feedback loops, identify delays, and design interventions that account for short-term trade-offs and long-term system behaviour. Teaching a single clear CLD followed by one modelling or scenario activity produces measurable learning gains while keeping the task accessible for beginners.
Educational approach:
Prioritise structure before solutions: have students map feedback loops and delays before proposing fixes.
Use one classroom-ready CLD as the anchor activity and one hands-on modelling task to test interventions.
Emphasise leverage thinking: move from parameter tweaks to information, rules, goals and paradigms as students mature.
Keep language simple and concrete: avoid jargon, introduce terms with examples, and reuse the same CLD across activities.
Use open-access tools (Insight Maker, Loopy, Vensim PLE) so students can visualise and experiment without software barriers.
Focus assessment on reasoning about system behaviour and predicted long-term effects rather than exact numerical answers.
Potential related learning outcomes within this topic:
Define stocks, flows, feedback loops, delays, reinforcing and balancing loops.
Explain why aluminium recycling is a complex socio-technical system influenced by technology, markets, policy, and information.
Construct a simple CLD for an aluminium recycling pathway and identify at least two reinforcing and one balancing loop.
Identify two leverage points and justify which one to prioritise, citing anticipated short- and long-term system effects.
Translate the CLD into a basic stock-and-flow sketch in an open-access tool and run one scenario to compare outcomes.
Further resources:
European Commission: Joint Research Centre, Environmental and socio-economic impacts of the circular economy transition in the EU cement and concrete sector – Analysing plastics material flows with life cycle-based and macroeconomic assessment models, Publications Office of the European Union, 2025, https://data.europa.eu/doi/10.2760/6579506
The Complexity and Interconnectedness of Circular Cities and the Circular Economy for Sustainability — analysis of research themes and networked interactions relevant for urban/material systems; useful for teaching complexity and cross-sector links. https://onlinelibrary.wiley.com/doi/pdf/10.1002/sd.2766
Bovarnick, A. and Cooper, S. (2021) “From what to how: rethinking food systems interventions,” Agriculture for Development. Edited by K. Hussein, 22 April, pp. 49–53.
Forrester, J.W. (1968) “Industrial Dynamics—After the First Decade,” Management Science, 14(7), pp. 398–415. Available at: https://doi.org/10.1287/mnsc.14.7.398.
Liu, M., Schneider, K., Litos, L., Salonitis, K., 2025. Enhancing Secondary Aluminium Supply: Optimising Urban Mining Through a Systems Thinking Approach, in: Edwards, L. (Ed.), Light Metals 2025. Springer Nature Switzerland, Cham, pp. 1273–1279.
Meadows, D.H. (1999) Leverage Points – Places to Intervene in a System, The Sustainability Institute.
Meadows, D.H. (2008) Thinking in systems: A primer. White River Junction, VT: Chelsea Green Publishing Company.
Sterman, J. (2000) “Business Dynamics, System Thinking and Modeling for a Complex World.” Available at: http://hdl.handle.net/1721.1/102741 (Accessed: September 4, 2025).
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Licensing:This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License. It is based upon the author’s 2025 article “A Simulation Tool for Pinch Analysis and Heat Exchanger/Heat Pump Integration in Industrial Processes: Development and Application in Challenge-based Learning”. Education for Chemical Engineers 52, 141–150.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This resource relates to the Systems Thinking, Systems Modelling and Analysis and Critical Thinking INCOSE competencies.
AHEP mapping: This resource addresses several of the themes from the UK’s Accreditation of Higher Education Programmes fourth edition (AHEP4): Analytical Tools and Techniques (critical to the ability to model and solve problems), and Integrated / Systems Approach (essential to the solution of broadly-defined problems). In addition, this resource addresses the themes of Science, mathematics and engineering principles; Problem analysis; and Design.
Educational level: Intermediate.
Educational aim:To equip learners with the ability to model, analyse, and optimise pathways for industrial decarbonisation through a complex-systems lens – integrating technical, economic, and policy dimensions – while linking factory-level design decisions to wider value-chain dynamics, multi-stakeholder trade-offs, and long-term sustainability impacts.
Learning and teaching notes:
This teaching activity explores heat integration for the decarbonisation of industrial processes through the lens of complex systems thinking, combining simulation, systems-level modelling, and reflective scenario analysis. It is especially useful in modules related to energy systems, process systems, or sustainability.
Learners analyse a manufacturing site’s energy system using a custom-built simulation tool to explore the energy, cost and carbon-emission trade-offs of different heat-integration strategies. They also reflect on system feedback, stakeholder interests and real-world resilience using causal loop diagrams and role-played decision frameworks.
This activity frames industrial heat integration as a complex adaptive system, with interdependent subsystems such as process material streams, utilities, technology investments and deployments, capital costs, emissions, and operating constraints.
Learners run the simulation tool to generate outputs to explore different systems integration strategies: pinch-based heat recovery by heat exchangers, with and without heat pump-based waste heat upgrade. Screenshots of the tool graphical user interface are attached as separate files:
The learning is delivered in part, through active engagement with the simulation tool. Learners interpret the composite and grand composite curves and process tables, to explore how system-level outcomes change across various scenarios. Learners explore, using their generated simulation outputs, how subsystems (e.g. hot and cold process streams, utilities) interact nonlinearly and with feedback effects (e.g., heat recovery impacts), shaping global system behaviour and revealing leverage points and emergent effects in economics, emissions and feasibility.
Using these outputs as a baseline, and exploring other systems modelling options, learners evaluate trade-offs between heat recovery, capital expenditure (CAPEX), operating costs (OPEX), and carbon emissions, helping them develop systems-level thinking under constraints.
The activity embeds scenario analysis, including causal loop diagrams, what-if disruption modelling, and stakeholder role-play, using multi-criteria decision analysis (MCDA) to develop strategic analysis and systems mapping skills. Interdisciplinary reasoning is encouraged across thermodynamics, economics, optimisation, engineering ethics, and climate policy, culminating in reflective thinking on system boundary definitions, trade-offs, sustainability transitions and resilience in industrial systems.
Learners have the opportunity to:
Analyse non-linear interactions in thermodynamic systems.
Reconcile conflicting demands (e.g. energy savings vs costs vs emissions vs technical feasibility) using data generated from real system simulation.
Model and interpret feedback-driven process systems using pinch analysis, heat recovery via heat exchangers, and heat upgrade via heat pump integration.
Explore emergent behaviour, trade-offs, and interdisciplinary constraints.
Navigate system uncertainties by simulation data analysis and scenario thinking.
Understand the principles of heat integration using pinch analysis, heat exchanger networks, and heat pump systems, framed within complex industrial systems with interdependent subsystems.
Evaluate decarbonisation strategies and their performances in terms of energy savings, CAPEX/OPEX, carbon reduction, and operational risks, highlighting system-level trade-offs and nonlinear effects
Develop data-driven decision-making, navigating assumptions, parameter sensitivity, and model limitations, reflecting uncertainty and systems adaptation.
Explore ethical, sustainability, and resilience dimensions of engineering design, recognising how small changes or policy shifts may act on leverage points and produce emergent behaviours.
Analyse stakeholder dynamics, policy impacts, and uncertainty as part of the broader system environment influencing energy transition pathways.
Construct and interpret causal loop diagrams (CLDs), explore what-if scenarios, and apply multi-criteria decision analysis (MCDA), building competencies in feedback loops, system boundaries, and systems mapping.
Teachers have the opportunity to:
Embed systems thinking and complex systems pedagogy into energy and process engineering, using real-world simulations and data-rich problem-solving.
Introduce modelling and scenario-based reasoning, helping students understand how interactions between process units, energy streams, and external factors affect industrial decarbonisation.
Facilitate exploration of design trade-offs, encouraging learners to consider technical feasibility, economic sustainability, and environmental constraints within dynamic system contexts.
Support students in identifying leverage points, feedback loops, and emergent behaviours, using tools like CLDs, composite curves, and stakeholder role play.
Assess complex problem-solving capacity, including students’ ability to model, critique and adapt industrial systems under conflicting constraints and uncertain futures.
Proprietary Simulator for Pinch Analysis & Heat Integration. Freely available for educational use and can be accessed online through a secure link provided by the author on request (james.atuonwu@nmite.ac.uk or james.atuonwu@gmail.com). No installation or special setup is required; users can access it directly in a web browser.
About the simulation tool (access and alternatives):
This activity uses a Streamlit-based simulation tool, supported with process data (Appendix A, Table 1, or an educator’s equivalent). The tool is freely available for educational use and can be accessed online through a secure link provided by the author on request (james.atuonwu@nmite.ac.uk or james.atuonwu@gmail.com). No installation or special setup is required; users can access it directly in a web browser.The activity can also be replicated using open-source or online pinch analysis tools such as OpenPinch, PyPinchPinCH, TLK-Energy Pinch Analysis Online. SankeyMATIC can be used for visualising energy balances and Sankey diagrams.
Pinch Analysis, a systematic method for identifying heat recovery opportunities by analysing process energy flows, forms the backbone of the simulation. A brief explainer and further reading are provided in the resources section. Learners are assumed to have prior or guided exposure to its core principles. A key tunable parameter in Pinch Analysis, ΔTmin, represents the minimum temperature difference allowed between hot and cold process streams. It determines the required heat exchanger area, associated capital cost, controllability, and overall system performance. The teaching activity helps students explore these relationships dynamically through guided variation of ΔTmin in simulation, reflection, and trade-off analysis, as outlined below.
Introducing and prioritising ΔTmin trade-offs:
ΔTmin is introduced early in the activity as a critical decision variable that balances heat recovery potential against capital cost, controllability, and safety. Students are guided to vary ΔTmin within the simulation tool to observe how small parameter shifts affect utility demands, exchanger area, and overall system efficiency. This provides immediate visual feedback through the composite and grand composite curves, helping them connect technical choices to system performance.
Educators facilitate short debriefs using the discussion prompts in Part 1 and simulation-based sensitivity analysis in Part 2. Students compare low and high ΔTmin scenarios, reasoning about implications for process economics, operability, and energy resilience.
This experiential sequence allows learners to prioritise competing factors (technical, economic, and operational), while recognising that small changes can create non-linear, system-wide effects. It reinforces complex systems principles such as feedback loops and leverage points that govern industrial energy behaviour.
Data for decisions:
The simulator’s sidebar includes some default values for energy prices (e.g. gas and electricity tariffs) and emission factors (e.g. grid carbon intensity), which users can edit to reflect their own local or regional conditions. For those replicating the activity with other software tools, equivalent calculations of total energy costs, carbon emissions and all savings due to heat recovery investments can be performed manually using locally relevant tariffs and emission factors.
The Part 1–3 tasks, prompts, and assessment suggestions below remain fully valid regardless of the chosen platform, ensuring flexibility and accessibility across different teaching contexts.
Educator support and implementation notes:
The activity is designed to be delivered across 3 sessions (6–7.5 hours total), with flexibility to adapt based on depth of exploration, simulation familiarity, or group size. Each part can be run as a standalone module or integrated sequentially in a capstone-style format.
Part 1: System mapping: (Time: 2 to 2.5 hours) – Ideal for a classroom session with blended instruction and group collaboration:
This stage introduces students to the foundational step of any heat integration analysis: system mapping. The aim is to identify and represent energy-carrying streams in a process plant, laying the groundwork for further system analysis. Educators may use the Process Flow Diagram of Fig. 1, Appendix A (from a real industrial setting: a food processing plant) or another Process Diagram, real or fictional. Students shall extract and identify thermal energy streams (hot/cold) within the system boundary and map energy balances before engaging with software to produce required simulation outputs.
Key activities and concepts include:
Defining system boundaries: Focus solely on thermal energy streams, ignoring non-thermal operations. The boundary is drawn from heat sources (hot streams) to heat sinks (cold streams).
Identifying hot and cold streams: Students classify process material streams based on whether they release or require heat. Each stream is defined by its inlet and target temperatures and its heat capacity flow rate (CP).
Building the stream table: Students compile a simple table of hot/cold streams (name, supply temperature, target temperature and heat capacity flow CP).
Constructing energy balances and Sankey Diagrams: Students manually calculate energy balances across each subsystem in the defined system boundary, identifying energy inputs, useful heat recovery, and losses. Using this information, they construct Sankey diagrams to visualise the magnitude and direction of energy flows, strengthening their grasp of system-wide energy performance before optimisation.
Pinch Concept introduction: Students are introduced to the concept of “the Pinch”, including the minimum heat exchanger temperature difference (ΔTmin) and how it affects heat recovery targets (QREC), as well as overall heating and cooling utility demands (QHU & QCU, respectively).
Assumptions: All analysis is conducted under steady-state conditions with constant CP and no heat losses.
Discussion prompts:
What insights does the Sankey diagram reveal about energy use, waste and recovery potential in the system? How might these visual insights shape optimisation decisions?
Why might certain streams be excluded from the analysis?
How does the choice of ΔTmin influence the heat recovery potential and cost?
What trade-offs are involved in system simplification during mapping?
How can assumptions (like steady-state vs. transient) impact integration outcomes?
Student deliverables:
A labelled system map showing the thermal process boundaries, hot and cold streams.
A structured stream data table.
Justification for selected ΔTmin values based on process safety, economics, or practical design and operational considerations.
A basic Sankey diagram representing the energy flows in the mapped system, based on calculated heat duties of each stream.
Part 2: Running and interpreting process system simulation results (Time: 2 to 2.5 hours) – Suitable for lab or flipped delivery;only standard computer access is needed to run the tool (optional instructor demo can extend depth):
Students use the simulation tool to generate their own results.The process scenario of Fig. 1, Appendix A, with the associated stream data (Table 1) can be used as a baseline.
Tool-generated outputs:
Curves: Composite and Grand Composite (pinch location, recovery potential).
Scenario summary: QREC, QHU, QCU; COP (where applicable); CAPEX/OPEX/CO₂; payback period for various values of system levers (e.g., ΔTmin levels, tariffs, emission factors).
Heat Pump (HP) tables: Feasible pairs, Top-N heat pump selections (where N = 0, 1, or 2); QEVAP, QCOND, QCOMP, COP. All notations are designated in the simulator’s help/README section.
Learning tasks:
1. Scenario sweeps Run different scenarios (e.g., different ΔTmin levels, tariffs, emission factors, and Top-N HP selections). Prompts: How do QREC, QHU/QCU, HX area, and CAPEX/OPEX/CO₂ shift across scenarios? Which lever moves the needle most?
2. Group contrast (cases A vs B: see time-phased operations A & B in Appendix A) Assign groups different cases; each reports system behaviours and trade-offs. Prompts: Where do you see CAPEX vs. energy-recovery tension? Which case is more HP-friendly and why?
3. Curve reading Use the Composite & Grand Composite Curves to identify pinch points and bottlenecks; link features on the curves to the tabulated results. Prompts: Where is the pinch? How does ΔTmin change the heat-recovery target and utility demands?
4. Downstream implications Trace how curve-level insights show up in HX sizing/costs and HP options. Prompts: When does adding HP reduce utilities vs. just shifting costs? Where do stream temperatures/CP constrain integration?
5. Systems lens: feedback and leverage Map short causal chains from the results (e.g., tariffs → HP use → electricity cost → OPEX; grid-carbon → HP emissions → net CO₂). Prompts: Which levers (ΔTmin, tariffs, EFs, Top-N) create reinforcing or balancing effects?
Outcome:
Students will be able to generate and interpret industrial simulation outputs, linking technical findings to economic and emissions consequences through a systems-thinking lens. They begin by tracing simple cause–effect chains from the simulation data and progressively translate these into causal loop diagrams (CLDs) that visualise reinforcing and balancing feedback. Through this, learners develop the ability to explain how system structure drives performance both within the plant and across its broader industrial and policy environment.
Optional extension: Educators may provide 2–3 predefined subsystem options (e.g., low-CAPEX HX network, high-COP HP integration, hybrid retrofit) for comparison. Students can use a decision matrix to justify their chosen configuration against CAPEX, OPEX, emissions, and controllability trade-offs.
Part 3: Systems thinking through scenario analysis (Time: 2 to 2.5 hours) – Benefits from larger-group facilitation, a whiteboard or Miro board (optional), and open discussion. It is rich in systems pedagogy:
Having completed simulation-based pinch analysis and heat recovery planning, learners now shift focus to strategic implementation challenges faced in real-world industrial settings. In this part, students apply systems thinking to explore the broader implications of their heat integration simulation output scenarios, moving beyond process optimisation to consider real-world dynamics, trade-offs, and stakeholder interactions. The goal is to encourage students to interrogate the interconnectedness of decisions, feedback loops, and unintended consequences in process energy systems including but not limited to operational complexity, resilience to disruptions, and alignment with long-term sustainability goals.
Activity: Stakeholder role play / Multi-Criteria Decision Analysis Students take on stakeholder roles and debate which design variant or operating strategy should be prioritised. They then conduct a Multi-Criteria Decision Analysis (MCDA), evaluating each option based on criteria such as CAPEX, OPEX savings, emissions reductions, risk, and operational ease.
Stakeholders include:
Operations managers, focused on ease of control and process stability.
Investors and finance teams, focused on return on investment.
Environmental officers, concerned with emissions and policy compliance.
Engineers, responsible for design and retrofitting.
Community members, advocating for sustainable industry practices.
Government reps responsible for regulations and policy formulation, e.g. taxes and subsides.
The team must present a strategic analysis showing how the heat recovery system behaves as a complex adaptive system, and how its implementation can be optimised to balance technical, financial, environmental, and human considerations.
Optional STOP for questions and activities:
Before constructing causal loop diagrams (CLDs), learners revisit key results from their simulation — such as ΔTmin, tariffs, emission factors, and system costs — and trace how these parameters interact to influence overall system performance. Educators guide this transition, helping students abstract quantitative outputs (e.g., changes in QREC, OPEX, or CO₂) into qualitative feedback relationships that reveal cause-and-effect chains. This scaffolding helps bridge the gap between process simulation and systems-thinking representation, supporting discovery of reinforcing and balancing feedback structures.
Activity: Construct a causal loop diagram (CLD) Students identify at least five variables that interact dynamically in the implementation of a heat integration system (e.g. energy cost, investment risk, emissions savings, system complexity, staff training). They must map reinforcing and balancing feedback loops that illustrate trade-offs or virtuous cycles.
Where could policy or process changes trigger leverage points?
How could delays in response (e.g. slow staff adaptation to new technologies) affect outcomes?
How might design choices affect local energy equity, air quality, or community outcomes?
What policy incentives or ethical trade-offs might reinforce or hinder your proposed solution?
Instructor debrief (engineering context with simulation linkage): After students share their CLDs, the educator facilitates a short discussion linking their identified reinforcing and balancing loops to common dynamic patterns observable in the simulation results. For instance:
Limits to growth: As ΔTmin decreases, heat recovery (QREC) initially improves, but exchanger area, CAPEX, and controllability demands grow disproportionately — diminishing overall economic benefit.
Shifting the burden: Installing a heat pump may appear to improve carbon performance, but if low process efficiency remains unaddressed, electricity use and OPEX rise — creating a new dependency that shifts rather than solves the problem.
Tragedy of the commons: Competing units or stakeholders optimising locally (e.g. for their own OPEX or production uptime) can undermine total system efficiency or resilience.
Success to the successful: Design options with early financial or policy support (e.g. high-COP heat pumps) attract more investment and attention, reinforcing a positive but unequal feedback loop.
This reflection connects quantitative model outputs (e.g. QREC, OPEX, CAPEX, emissions) to qualitative system behaviours, helping learners recognise leverage points and understand how design choices interact across technical, economic, and social dimensions of decarbonisation.
Activity: Explore “What if?” scenarios
Working in groups, students choose one scenario to explore using a systems lens:
What if gas prices fluctuate drastically?
What if capital funding is delayed by 6 months?
What if a heat exchanger fouls during peak season?
What if CO₂ emissions policy tightens?
What if current electricity grid decarbonisation trends suffer an unexpected setback?
What if government policies now encourage onsite renewable electricity generation?
Each group evaluates the resilience and flexibility of the proposed integration design. They consider:
System bottlenecks and fragilities.
Leverage points for intervention.
Need for redundancy or modular design.
Educators may add advanced scenarios (e.g. carbon tax introduction, supplier failure, or project delay) to challenge students’ resilience modelling and stakeholder negotiation skills.
Stakeholder impact reflection:
To extend systems reasoning beyond the technical domain, students assess how their chosen design scenarios (e.g., low vs. high ΔTmin, with or without heat pump integration) affect each stakeholder group. For instance:
Operations managers assess control complexity, downtime risk, and maintenance implications.
Finance teams evaluate CAPEX/OPEX trade-offs and payback periods.
Environmental officers examine lifecycle emissions and regulatory compliance.
Engineers reflect on reliability, retrofit feasibility, and process safety.
Community members or regulators consider social and policy outcomes, such as visible sustainability impact or energy equity.
Each team member rates perceived benefits, risks, or compromises under each design case, and the results are summarised in a stakeholder impact matrix or discussion table. This exercise links quantitative system metrics (energy recovery, emissions, cost) to qualitative stakeholder outcomes, reinforcing the “multi-layered feedback” perspective central to complex systems analysis.
Learning Outcomes (Part 3):
By the end of this part, students will be able to:
Identify systemic interdependencies in industrial energy systems.
Analyse how feedback loops and delays influence system behaviour.
Assess the resilience of energy integration solutions under different future scenarios.
Balance multiple stakeholder objectives in complex engineering contexts.
Apply systems thinking tools to communicate complex technical scenarios to diverse stakeholder audiences.
Use systems diagrams and decision tools to support strategic analysis.
Instructor Note – Guiding CLD and archetype exploration:
Moving from numerical heat-exchange and cost data to CLD archetypes can be conceptually challenging. Instructors are encouraged to model this process by identifying at least one reinforcing loop (e.g. “energy savings → lower OPEX → more investment in recovery → further savings”) and one balancing loop (e.g. “higher capital cost → reduced investment → lower heat recovery”). Relating these loops to common system archetypes such as “Limits to Growth” or “Balancing with Delay” helps students connect engineering data to broader system dynamics and locate potential leverage points. The activity concludes with students synthesising their findings from simulation, systems mapping, and stakeholder analysis into a coherent reflection on complex system behaviour and sustainable design trade-offs.
Assessment guidance:
This assessment builds directly on the simulation and systems-thinking activities completed by students. Learners generate and interpret their own simulation outputs (or equivalent open-source pinch analysis results), using these to justify engineering and strategic decisions under uncertainty.
Assessment focuses on students’ ability to integrate quantitative analysis (energy, cost, carbon) with qualitative reasoning (feedbacks, trade-offs, stakeholder dynamics), demonstrating holistic systems understanding.
Deliverables (portfolio; individual or group):
1. Reading and interpretation of simulation outputs
Use the outputs you generate (composite & grand composite curves: HX match/area/cost tables; HP pairing/ranking; summary sheets of QHU, QCU, QREC, COP, CAPEX, OPEX, CO₂, paybacks) for a different industrial process (from the one used in the main learning activity) to:
Identify the pinch point(s) and explain what the curves imply for recovery potential and bottlenecks.
Comment on QHU/QCU/QREC and how they change across the scenarios you run (e.g., ΔTmin, tariffs, emission factors, Top-N HP selection).
Interpret trade-offs among energy, CAPEX, OPEX, emissions, using numbers reported by the simulator. No calculations beyond light arithmetic/annotation.
2. Systems mapping and scenario reasoning
A concise system boundary sketch and a simple stream table.
A Causal Loop Diagram (CLD) highlighting key feedbacks (e.g., tariffs ↔ HP use ↔ grid carbon intensity ↔ emissions/cost).
A short MCDA (transparent criteria/weights) comparing the scenario variants you test; include a brief stakeholder reflection.
3. Decision memo (max 2 pages)
Your recommended integration option under stated assumptions, with one “what-if” sensitivity (e.g., +20% electricity price, tighter CO₂ factor).
State uncertainties/assumptions and any implementation risks (operations, fouling, timing of capital).
Students should include a short reflective note addressing assumptions, feedback insights, and how their stakeholder perspective shaped their recommendation.
Appendix A: Example process scenario for teaching activity:
Sample narrative: Large-scale food processing plant with time-sliced operations
The following process scenario explains the industrial context behind the main teaching activity simulations. A large-scale food processing plant operates a milk product manufacturing line. The process, part of which is shown in Fig. 1, involves the following:
Thermal evaporation of milk feed.
Cooking operations after other ingredient mixing and formulation upstream.
Oven heating to drive off moisture and stimulate critical product attributes.
Pre-finishing operations as the product approaches packaging.
In real operations, the evaporation subprocessoccurs at different times from the cooking/separation, oven and pre-finishing operations. This means that their hot and cold process streams are not simultaneously available for direct heat exchange. For a realistic industrial pinch analysis, the process is thus split into two time slices:
Time Slice A (used for scenario Case A): Evaporation streams only.
Time Slice B (Case B): Cooking/separation, oven and pre-finishing streams only.
Separate pinch analyses are performed for each slice, using the yellow-highlighted sections of Table 1 as stream data for time slice A, and the green-highlighted sections as stream data for time slice B. Any heat recovery between slices would require thermal storage (e.g., a hot-water tank) to bridge the time gap.
Fig.1. Simplified process flowsheet of food manufacturing facility.
Note on storage and system boundaries:
Because the two sub-processes occur at different times, direct process-to-process heat exchange between their streams is not possible without thermal storage. If storage is introduced:
Production surplus heat at time slice A can be stored at high temperature (e.g., 80 °C) and later discharged to preheat time slice B cold streams.
The size of the tank depends on the portion of hot utility demand of sub-process B to be offset, the temperature swing, and the duration of the sub-process B.
Table 1. Process stream data corresponding to flowsheet of Fig. 1. Yellow-highlighted sections represent processes available at time slice A, while green-highlighted sections are processes available at time slice B.
Appendix B: Suggested marking rubric (Editable):
Adopter note: The rubric below is a suggested template. Instructors may adjust criteria language, weightings and band thresholds to align with local policies and learning outcomes. No marks depend on running software.
1) Interpretation of Simulation Outputs — 25%
A (Excellent): Reads curves/tables correctly; uses QHU/QCU/QREC, COP, CAPEX/OPEX/CO₂, payback figures accurately; draws clear, defensible trade-offs.
B (Good): Mostly accurate; links numbers to decisions with some insight.
C (Adequate): Mixed accuracy; limited or generic trade-off discussion.
D/F (Weak): Frequent misreads; cherry-picks or contradicts generated data.
2) Systems Thinking & Scenario Analysis — 30%
A: Clear CLD with at least one reinforcing and one balancing loop; leverage points identified; scenarios coherent; MCDA with explicit criteria, weights, and justified ranking; uncertainty acknowledged.
B: Reasonable CLD; scenarios sound; MCDA present with partial justification.
C: Superficial CLD; scenarios/MCDA incomplete or weakly reasoned.
D/F: Little or no systems view; scenarios/MCDA absent or not meaningful.
Atuonwu, J.C. (2025). A Simulation Tool for Pinch Analysis and Heat Exchanger/Heat Pump Integration in Industrial Processes: Development and Application in Challenge-based Learning. Education for Chemical Engineers 52, 141-150.
Oh, X.B., Rozali, N.E.M., Liew, P.Y., Klemes, J.J. (2021). Design of integrated energy- water systems using Pinch Analysis: a nexus study of energy-water-carbon emissions. Journal of Cleaner Production 322, 129092.
Rosenow, J., Arpagaus, C., Lechtenböhmer, S.,Oxenaar, S., Pusceddu, E. (2025). The heat is on: Policy solutions for industrial electrification. Energy Research & Social Science 127, 104227.
Bale, C.S.E., Varga, L., Foxon, T.J. (2015). Energy and complexity: New ways forward. Applied Energy 138, 150-159.
Atuonwu, J.C. (2025). Proprietary Simulator for Pinch Analysis & Heat Integration. Private reviewer access available on request (demo video or temporary login).
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This resource relates to the Systems Thinking, Requirements Definition, Communication, Design For, and Critical Thinking INCOSE Competencies.
AHEP4 mapping: This resource addresses several of the themes from the UK’s Accreditation of Higher Education Programmes fourth edition (AHEP4): Analytical Tools and Techniques (critical to the ability to model and solve problems), and Integrated / Systems Approach (essential to the solution of broadly-defined problems). In addition, this resource addresses the themes of Sustainability and Communication.
Educational level: Beginner; intermediate.
Acknowledgement:
The case study underpinning this teaching activity was developed by Prof. Kristen MacAskill (University of Cambridge). The Module was first developed and implemented in teaching by TEDI- London, led by a team of learning technologists, Ellie Bates, Laurence Chater, Pratishtha Poudel, and academic member, Rhythima Shinde. This work was carried out in collaboration with the Royal Academy of Engineering through its Engineering X programme — a global partnership that supports safer, more sustainable engineering education and practice worldwide. With critical support from Professor Kristen MacAskill and involvement of Ana Andrade and Hazel Ingham, Aisha Seif Salim. This was a collective effort involving many individuals across TEDI-London and RAEng (advisors and reviewers), and while we cannot name everyone here, we are deeply grateful for all the contributions that made this module possible.
Learning and teaching notes:
This case study introduces a structured, systems-thinking–based teaching resource. It provides educators with tools and frameworks—such as the Cynefin framework and stakeholder mapping—to analyse and interpret complex socio-technical challenges. By exploring the case of the Queensland, Australia floods, it demonstrates how engineering decisions evolve within interconnected technical and social systems, helping students link theory with practice.
The Cynefin framework (Nachbagauer, 2021; Snowden, 2002), helps decision-makers distinguish between different types of problem contexts—simple, complicated, complex, chaotic, and disordered. In an engineering context, this framework guides learners to recognise when traditional linear methods work (for simple or complicated problems) and when adaptive, experimental approaches are required (for complex or chaotic systems).
Within this teaching activity, Cynefin is used to help students understand how resilience strategies evolve when facing uncertainty, incomplete information, and changing stakeholder dynamics. By mapping case study events to the Cynefin domains, learners gain a structured way to navigate uncertainty and identify appropriate modes of action.
This case study activity assumes basic familiarity with systems concepts and builds on this foundation with deeper application to real-world socio-technical challenges.
Summary of context:
The activity focuses on a case study of 2010–2011 floods in Queensland, Australia, which caused extensive damage to urban infrastructure. The Queensland Reconstruction Authority (QRA) initially directed resources to short-term asset repairs but subsequently shifted towards long-term resilience planning, hazard management, and community-centred approaches.
The case resonates with global engineering challenges, such as flood, fire, and storm resilience, and can be easily adapted to local contexts. This case therefore connects systems thinking theory directly to engineering and governance decisions, illustrating how frameworks like Cynefin can support engineers in navigating uncertainty across technical and institutional domains.
Learning objectives:
Aligned with AHEP4 (Engineering Council, 2020) – Outcomes 6, 10, and 16 on systems approaches, sustainability, and risk – this activity emphasises systems thinking, stakeholder engagement, problem definition, and decision-making under uncertainty.
This teaching activity introduces learners to the principles and practice of systems thinking by embedding a real-world case study into engineering education (Godfrey et al., 2014; Monat et al.,2022). The objectives are to:
Enable students to recognise interconnections, interdependencies, and evolving behaviours of stakeholders within socio-technical systems.
Support learners in applying systems frameworks —particularly the Cynefin framework and stakeholder mapping—to analyse complexity, uncertainty, and decision-making in climate resilience and disaster mitigation contexts.
Apply systems thinking tools and frameworks to real-world challenges, such as climate resilience and disaster mitigation.
Strengthen confidence in addressing uncertainty and complexity in engineering problem-solving.
Collaborate effectively across diverse teams, appreciating multiple stakeholder perspectives.
Reflect critically on trade-offs and decision-making in engineering practice.
Equip students to transfer systems insights from case-based scenarios to broader projects in their curriculum and future professional practice.
Teachers have the opportunity to:
Introduce students to complex systems concepts through engaging, real-world case studies.
Facilitate interactive, blended learning using narrative-driven tools, explainer animations, and role-play exercises.
Assess learners’ baseline and improved understanding of systems thinking through pre- and post-module surveys.
Guide students in navigating multiple systems frameworks while managing cognitive load.
Encourage interdisciplinary collaboration and stakeholder-focused analysis within classroom or project-based settings.
Adapt and scale the teaching activity for different educational levels, contexts, and case study themes (e.g., floods, wildfires, extreme heat).
This dedicated platform hosts the interactive modules designed for this teaching activity. Students progress through three modules — Context, Analysis and Insights, and Discussion and Transferable Learning. Each module includes animations, narrative-driven content, scenario prompts, and interactive tasks. The platform ensures flexibility: it can be used in fully online, hybrid, or face-to-face settings. All necessary digital assets (readings, maps, videos, and quizzes) are embedded, so learners have a “one-stop” environment.
The core teaching narrative is anchored in this Engineering X case study. It documents the evolution of the Queensland Reconstruction Authority (QRA) from a short-term flood recovery body to a long-term resilience institution. This resource provides students with authentic socio-technical detail — including stakeholder conflicts, institutional learning, and systemic barriers — which they then interrogate using systems thinking frameworks.
This resource provides a suggested delivery schedule for facilitators. It maps when live sessions, asynchronous tasks, and group discussions should occur, ensuring students remain engaged over the course. It also indicates where key reflective points and assessments (both formative and summative) can be integrated.
5. Pre- and post-module assessment form: (Appendix C)
This tool evaluates students’ systems thinking learning outcomes. It includes:
Baseline survey: assesses initial understanding of systems thinking, approaches to complex problems, and confidence in collaboration.
Scenario-based survey: applies systems thinking questions to a specific context (e.g. extreme monsoon rains and flooding in the case of Sakura Cove – as per the group assignment in module 1).
Post-module survey: measures changes in understanding, confidence, and skills, while also capturing qualitative reflections on learning.
The form provides both quantitative data (Likert scales) and qualitative insights (open-ended reflections), enabling robust evaluation of teaching impact.
Assessment:
Formative: Pre- and post-module surveys assess changes in learners’ self-reported understanding of systems thinking (Appendix A). Facilitators may adapt reflective prompts and scenario-based activities as part of coursework.
Summative (optional): Students can integrate insights into ongoing design projects (e.g. climate resilience in urban redevelopment), with assessment based on problem analysis, stakeholder engagement, and solution development.
Narrative of the case:
Learners are introduced to the case via a fictional guide, “Bernice,” who frames the scenario and supports navigation through the material. Students work through three stages that progressively apply the Cynefin framework and other systems tools to understand how resilience emerges through evolving governance and engineering responses:
1. Context module:
Initial Mandate: Students explore how the QRA was first tasked with rapid technical recovery—fixing roads after flood damage.
Narrative Depth: They study the Queensland floods of 2010–11 not just as a physical shock, but as a systemic stress test on multiple layers: infrastructure, governance, and community systems.
2. Analysis & insights module:
Framework Application: Learners apply systems frameworks (e.g., Cynefin, stakeholder maps) to see how QRA’s remit expanded over time—from asset restoration to hazard anticipation and community resilience.
Knowledge Types: Students distinguish between explicit knowledge (e.g., rebuild standards, hydrology data) and tacit knowledge (e.g., local inter-agency trust, relational coordination).
Governance Layers: Activities explore how resilience depends on multi-level governance, local-state-federal coordination, and overcoming systemic barriers like funding cycles or short-lived institutional mandates.
3. Discussion & transfer learning module:
Reflective Debate: Students weigh whether engineering alone can deliver resilience, or whether social relationships and institutions are equally critical.
Barrier Identification: They debate typical constraints—political, funding, institutional—and propose ways systems thinking can mitigate them.
Transfer Lab: Learners apply the evolved QRA model to other scenarios—e.g., urban heat adaptation or wildfires—considering both technical measures and governance dynamics.
Interactive learning design:
The teaching activity integrates multiple interactive elements to immerse students in systems thinking:
Role-play simulations: Learners take on the role of Queensland Reconstruction Authority (QRA) decision-makers, negotiating trade-offs between immediate engineering fixes and long-term institutional resilience. This requires balancing technical priorities with building trust, relationships, and governance capacity.
Scenario challenges: Students are presented with governance disruptions (e.g. funding cuts, loss of stakeholder trust, leadership turnover). They must reframe solutions using systems approaches, moving from reactive technical patchworks towards adaptive, capacity-building strategies.
Interactive digital tools: The online platform provides hotspot maps for exploring interdependencies, drag-and-drop activities for categorising frameworks, explainer animations, and AI-driven chatbot negotiations with sceptical stakeholders. These exercises develop critical and applied problem-solving skills.
Collaborative reflection: Group discussions and peer-to-peer feedback allow learners to surface diverse perspectives, debate trade-offs, and integrate insights into ongoing project briefs.
Why this approach adds value:
Although rooted in social-technical interactions, the activity explicitly connects systems thinking to core engineering design competencies—problem framing, stakeholder analysis, and iterative solution development under uncertainty
Holistic understanding of resilience: Students experience resilience as more than just technical recovery. They engage with a dynamic system that includes knowledge creation, governance evolution, and social relationships.
Adaptive systems thinking in action: The evolving narrative demonstrates how system boundaries shift over time, and how sustainable outcomes require not only engineering but institutional and cultural change.
Direct relevance to real-world engineering: The case mirrors global infrastructure challenges where effective disaster response and resilience planning depend on the interplay between technical solutions, governance capacity, and community engagement.
Guided questions and activities:
Facilitators can use these prompts to stimulate inquiry and structured reflection:
Who are the key stakeholders in the QRA flood response, and where do their priorities align or conflict?
How do feedback loops and interdependencies influence resilience planning?
What trade-offs exist between rapid repair and long-term resilience?
How can systems frameworks such as the Cynefin model or stakeholder mapping guide decision-making under uncertainty?
In role-play: how would you convince a sceptical funder (AI chatbot) to invest in resilience measures?
How could lessons from flood mitigation be applied to other contexts such as wildfire or urban heat resilience?
Opportunities for extension:
In addition to the Queensland floods and Sakura Cove examples, educators may draw parallels with urban heat planning in London, wildfire adaptation in Australia, or storm resilience in the Netherlands. These comparative cases allow learners to generalise systems insights beyond one event or geography.
The activity is designed to be scalable and adaptable:
Broader case study base: Educators can expand beyond flood resilience to include wildfire, storm, or extreme heat events.
Integration with larger modules: The activity can be embedded into project-based learning modules (e.g. urban redevelopment, transport network resilience).
Advanced complexity: For higher-level learners, facilitators can introduce additional frameworks (e.g. agent-based modelling, system dynamics) to deepen analysis.
This flexibility allows educators to tailor the activity to their students’ level of expertise, institutional context, and disciplinary focus.
References:
Design Council. (2021). Beyond Net Zero: A systemic design approach. Design Council.
Godfrey, P., Crick, R. D., & Huang, S. (2014). Systems thinking, systems design and learning power in engineering education. International Journal of Engineering Education.
Monat, J., Gannon, T., & Amissah, M. (2022). The case for systems thinking in undergraduate engineering education. International Journal of Engineering Pedagogy, 12(3), 50–88.
Nachbagauer, A. (2021). Managing complexity in projects: Extending the Cynefin framework. Project Leadership and Society, 2, 100017.
Snowden, D. (2002). Complex acts of knowing: paradox and descriptive self‐awareness. Journal of knowledge management, 6(2), 100-111.
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Keywords: Problem solving; Feedback loops; Decision-making; VUCA; Optimisation; Public health and safety; Risk; Sustainability; Ethics; Responsible design; Life cycle; Societal impact; Enterprise and innovation.
Who is this article for?: Thisarticle should be read by educators at all levels in higher education who are seeking an overall perspective on teaching approaches for integrating complex systems in engineering education.
Related INCOSE Competencies: Toolkit resources are designed to be applicable to any engineering discipline, but educators might find it useful to understand their alignment to competencies outlined by the International Council on Systems Engineering (INCOSE). The INCOSE Competency Framework provides a set of 37 competencies for Systems Engineering within a tailorable framework that provides guidance for practitioners and stakeholders to identify knowledge, skills, abilities and behaviours crucial to Systems Engineering effectiveness. A free spreadsheet version of the framework can be downloaded.
This resource relates to the Systems Thinking andCritical Thinking INCOSE competencies.
AHEP mapping: This resource addresses several of the themes from the UK’s Accreditation of Higher Education Programmes fourth edition (AHEP4): Analytical Tools and Techniques (critical to the ability to model and solve problems),and Integrated / Systems Approach (essential to the solution of broadly-defined problems).
Premise:
We live in a complex world. Complexity is a key challenge, captured in leadership terms by the VUCA framework: volatile, uncertain, complex and ambiguous (Lanucha 2024). Engineers have the privilege of creating products and processes for humans to use in this landscape. Each of these likely has numerous parts which interact, as well as interacting with the environment, people, and needing to meet a host of safety, quality, sustainability, ethics, and financial obligations. Traditionally, engineers analyse problems by breaking them down into simple parts. This helps understanding and makes calculations feasible, but it’s easy to lose understanding of the whole system. Any change can easily create a problem elsewhere. From a technical viewpoint, engineers need to understand this interconnectedness in order for their creations to work. In a wider sense, ‘systems thinking’ is a skill central to engineering quality and management techniques, which seek to rationalise the complexity of entire organisations and their ever-changing market pressures.
The case for understanding systems:
Systems is perhaps one of the most misunderstood words in engineering. It is often found combined with mathematical modelling or control – topics often perceived as challenging – and is used in other fields like Computer Science, where tools and models are different. In all cases, the idea revolves around a group of interacting or interrelated elements which form a unified whole. Those elements can be physical or information, hardware or software, or any combination of mechanical, electrical, and other engineering domains. Thinking in terms of systems can therefore be thought of as a holistic approach.
The Engineering Council UK’s AHEP criteria include a systems approach: C/M6 – “Apply an integrated or systems approach to the solution of complex problems.” Several other AHEP criteria also reference complexity and complex problems, which they define as having “no obvious solution and may involve wide-ranging or conflicting technical issues and/or user needs that can be addressed through creativity and the resourceful application of engineering science. The Systems Thinking Alliance (2025) gives a broader definition of complexity as referring to “the condition of systems, objects, phenomena, or concepts that are challenging to understand, explain, or manage due to their intricate and interconnected nature. It involves multiple elements or factors that interact in unpredictable ways, often requiring significant information, time, or coordinated efforts to address.” For these, there is no ‘one-size-fits-all solution’ (Ellis 2025). This is the reality that engineers need to manage by understanding the potential effects on all parts of the system.
In order to analyse, engineers dissect complexity into manageable components, and educators teach these simple components before moving onto more complex systems. For example, students initially learn basic electrical components, simple beams, rigid bodies, etc. before bringing these together in case studies, and then moving onto topics like mechatronic systems. Historically, engineers specialised on graduation, perhaps becoming a stress engineer or fluid dynamicist in dedicated offices and functional teams. A design decision by one team could have unintended consequences for another, as well as additional uncertainty. The advent of cross-functional project and ‘matrix’ organisations mitigated against this, and companies have moved towards attribute teams which can consider the balance of behaviour. Even so, some uncertainty remains in the form of assumptions in calculations, changes in material properties with temperature or stress, or small variations in composition and manufacturing tolerances, which can all accumulate. Any parts which are bought ‘off-the-shelf’ or made by other companies under license must be carefully specified. Relationships can be nonlinear – or even chaotic – and contain feedback loops which can amplify changes (Kastens et al 2009). This all increases the risk of a product’s comfort, performance, and safety being impacted in ways that weren’t anticipated. Any problem that doesn’t come to light until the testing phase – late in the design process – represents costly redesigns and delays. In the unlikely event that a problem isn’t captured during testing either, the outcome could be disastrous.
Systems engineers will bring the product together and establish these complex behaviours through models and testing. Identifying potential problems early in the design phase can save significant money and facilitate better designs. This can be challenging, especially for systems using novel materials or operating in extreme environments, which aren’t accurately captured by standard calculations. Models may be linearised, neglect external forcing, or be derived for an assumed air density or ambient temperature which may not be valid. In recent decades, the engineering industry has moved towards model-based design and virtual prototyping, facilitated by advances in computer tools. These are increasingly sophisticated, but models still need to be built by engineers with an appreciation of complexity and the mechanisms by which a problem could arise. As humans develop new materials and technologies, and explore the limits of what is possible, engineering techniques and calculations need constant revision, and software tools are frequently updated to facilitate this.
That holistic view of problems has benefits outside of designing engineering artefacts. The manufacturing process is itself a complex system with potentially long supply chains. As is the organisation, which is comprised of numerous people operating in a landscape of financial pressures, employment law, politics and culture. Quality guru William Deming’s 14 Points for Management (Deming 2018) can be viewed as a systems approach to handling this complexity, by breaking down barriers between departments and instigating continuous improvement. Once a product is produced, it exists in a wider world and continues to interact with it. From a sustainability viewpoint, this can be the user and surrounding community, the environmental impact over a product’s lifecycle, and the financial markets which dictate whether a product is viable. It can also be the social, political, and legal landscapes: these can place direct constraints in the forms of laws governing safety and emissions (such as the UK’s legally binding target of net zero by 2050), or through embargos, tariffs, and subsidies. Each country has its own regulations, which can necessitate multiple variations of a product: a good example is cars, which need to be produced in both left- and right-hand drive, satisfy varying safety and emissions regulations, and cater for differing personal and cultural preferences for size, noise, usage and driving styles. Even when not legislated, a company might choose to support fair trade, lead the way in sustainable practices, or refuse to do business with suppliers or regimes they find objectionable – potentially making this a key part of their brand.
An engineer’s ability to appreciate and understand the wider social and business landscape is a reason why finance and management consultancy companies can often be seen recruiting engineers at student careers fairs. The Sainsbury Management Fellowship (SMF) scheme notably develops UK engineers as industry leaders, and fellows have made a major contribution to the UK’s economic prosperity (RAEng 2025).
Conclusions:
Complex systems are the “real world” that engineers attempt to understand and design for. They are complicated, interconnected, changing, and uncertain. The well-known part of engineering is analysis: breaking systems into understandable parts. There needs to be a parallel operation where those parts are assembled or integrated into a whole, and that whole interacts with everything around it. This is where unforeseen problems can occur. Systems models and a holistic systems thinking approach can mitigate this risk. A systems approach and ability to manage complexity is a key skill for engineers, and positions them well for other fields like management.
Kastens, K., Manduca, C., Cervato, C., & Frodeman, R., Goodwin, C., Liben, L., Mogk, D., Spangler, T., Stillings, N., Titus, S. (2009). How Geoscientists Think and Learn. Eos, Transactions American Geophysical Union. 90. 10.1029/2009EO310001.
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
With over 22,000 views to date (as of September 2025), it’s not surprising that awareness of the Sustainability Toolkit is growing. This has also been boosted by academics and advocates including the Toolkit in their events and talks.
In the last few months, the Sustainability Toolkit has been featured at recent events both home and abroad:
November 2025: Dr. Manoj Ravi (University of Leeds) spoke virtually at a seminar for engineering students at Universidad de Magallanes in Chile, reflecting on the importance of equipping current and future engineers with a holistic skillset needed to tackle issues of sustainable development, and highlighting the Sustainability Toolkit as a valuable resource.
June 2025: The Sustainability Toolkit was promoted at a stand at the EAN Annual Congress and was very popular, with lots of academics talking to Toolkits project manager Dr. Sarah Jayne Hitt about how they can get involved, and lots of Sustainability business cards being handed out!
June 2025: Several Sustainability Toolkits contributors and Steering Group members will be sharing transformational and innovative ideas at the Twelfth International Conference on Engineering Education for Sustainable Development to be held at King’s College London in June 2025. These include papers by Rhythima Shinde (Sustainability Toolkit Content Review Coordinator), Goudarz Poursharif, Emanuela Tilley, and Panos Doss (Sustainability Toolkit Steering Group members), Rehan Shah, Laura Fogg-Rogers, Valentina Rossi, Cindy Anderson, and Manoj Ravi (Sustainability Toolkit contributors), and Diana Martin (Sustainability Toolkit contributor). In addition, Rehan Shah will be presenting a workshop on promoting equity through community-based learning, Dawn Bonfield and Madeline Polmear will be presenting a workshop on game-based learning for sustainability, and Goudarz Poursharif and Panos Doss will be presenting a workshop on embedding multidisciplinary sustainability challenges in curricula. The Sustainability Toolkit will be promoted in workshops conducted by Sarah Hitt and Cindy Anderson that focus on navigating transformational change and co-creating sustainable engineering curricula. Sarah Hitt (Toolkits Project Manager) and Emma Crichton (Ethics Toolkit Steering Group member) will also deliver a keynote address.
22nd April 2025: The EPC’s Sustainability Toolkit was featured in a global virtual event to celebrate Earth Day on Tuesday 22nd April. Hosted by the Sustainability Special Interest Group of the European Society for Engineering Education (SEFI), over 100 people from around the world registered for “Sustainability Engineering Education for One Earth”. Besides the Sustainability Toolkit, the event highlighted the Engineering for One Planet Framework, the Siemens Immersive Design Challenge, and other efforts from the Norwegian University of Science and Technology and Airbus designed to engage engineering students in sustainability issues.
21st November 2024: Education and Skills for Climate Adaptation in Engineering
Lydia Amarquaye, IMechE’s Education & Skills Policy Lead, has written a hard-hitting blog on the changes needed to ensure engineering supports a more sustainable world. She makes three policy recommendations for government and commends the EPC’s Sustainability Toolkit.
On 13th November 2024, Toolkit Project Manager, Professor Sarah Jayne Hitt, promoted the Toolkit in a webinar that she co-presented for the European Federation of Chemical Engineers on “How to teach sustainability”. This is available to watch on YouTube.
At the SEFI Annual Conference, held at EPFL in Lausanne, Switzerland on the 2nd-5th September 2024, Professor and Toolkit project manager Sarah Jayne Hitt co-facilitated a workshop on the Toolkit and other curriculum resources developed by Engineering for One Planet and Engineers Without Borders UK.
At the SEFI Annual Conference, held at EPFL in Lausanne, Switzerland on the 2nd-5th September 2024, UCL Lecturer Vivek Ramachandran advocated for using both the Sustainability and Ethics Toolkits in his paper on “Integrating Responsible Innovation into Engineering Education: Insights from Scenario Leads at UCL’s Integrated Engineering Programme.”
Dr Lampros Litos, Sustainability Toolkit Contributor and Lecturer in Sustainability Manufacturing Operations at Cranfield, promoted the Toolkit at the EPSRC Early Career Forum in Manufacturing Research 2024.
At the ICL-IGIP Conference, held at TalTech in Tallinn, Estonia, the 24th-27th September 2024, Prof. Hitt presented a paper co-written with Emma Crichton and Dr Jonathan Truslove of EWB UK on how the Sustainability Toolkit, Systems Change Lab, and Reimagined Degree Map can help foster a culture of changemaking in engineering education.
We want to know about where you’re talking about the Sustainability Toolkit! Have you featured a resource in a conference presentation or meeting? Tell us about how the resources have helped you over the past year – we’d love to feature your story.
Who is this article for?: This article should be read by educators at all levels of higher education looking to embed and integrate ESD into curriculum, module, and / or programme design.
This experiential activity aims to incorporate sustainability reflections into students’ group work. It uses a selection of materials with different properties to engage participants in building a wind turbine prototype based on a contextualised negotiation of multiple facets of sustainability.
Taking a disciplinary standpoint, participants first assume one of four engineering roles to identify specific sustainability priorities based on their role’s responsibilities and expertise. Next, they represent the perspective of their assigned role in an interdisciplinary group to optimise sustainability in the design of a wind turbine.
Throughout the activity, students are given targeted and short theoretical input on a selection of transversal skills that facilitate the integration of sustainability in group work: systems thinking, negotiation skills and perspective taking.
This activity guide provides the outline and material to assist the facilitator to prepare, and the slides and handouts for teaching the activity in approximately 75min. It can be facilitated with tangible objects (e.g. LEGO) as well as online. We invite you to adapt this activity to your context and tangibles availability.
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Authors: Dr. Kieran Higgins(Ulster University); Dr. Alison Calvert (Queen’s University Belfast).
Topic: Integrating Education for Sustainable Development (ESD) into higher education curricula.
Sustainability competency: Anticipatory; Integrated problem-solving; Strategic; Systems thinking.
Related SDGs: SDG 4 (Quality education); SDG 13 (Climate action).
Reimagined Degree Map Intervention: Adapt and repurpose learning outcomes; Authentic assessment; Active pedagogies and mindset development.
Who is this article for?: This article should be read by educators at all levels of higher education looking to embed and integrate ESD into curriculum, module, and / or programme design.
Learning and Teaching Notes:
Supported by AdvanceHE, this Toolkit provides a structured approach to integrating Education for Sustainable Development (ESD) into higher education curricula. It uses the CRAFTS methodology and empowers educators to enhance their modules and programs with sustainability competencies aligned with UN Sustainable Development Goals.
Key Features:
• Five-Phase Process: Analyse stakeholder needs, map current provision, reflect on opportunities for development, redesign with an ESD focus, and create an action plan for continuous enhancement.
• Practical Tools: Includes templates for stakeholder analysis, module planning, active learning activities, and evaluation.
• Flexible Implementation: Designed for use at both module and programme level.
• Competency-Based: Focuses on developing authentic learning experiences across cognitive, socio-emotional, and behavioural domains.
Benefits
• Identify stakeholder sustainability needs
• Map existing ESD elements in your curriculum
• Reflect on opportunities to enhance ESD integration
• Redesign modules with active learning approaches of ESD
• Create actionable plans for implementation and evaluation
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.
Authors: Dr. Kieran Higgins (Ulster University); Dr. Alison Calvert (Queen’s University Belfast).
Who is this article for?: This article should be read by module coordinators, programme directors, and teaching teams in higher education who want to meaningfully integrate ESD into their curriculum design and delivery.
It’s always a struggle to get started on something new in the time- and resource-poor environment that is higher education. Sustainability can become just another box to tick rather than the world-changing priority it should be.
We knew there was more to ESD than simply labelling a module handbook with the SDG logos, especially when it was only SDG4 because it happens to mention education. There was a need to become familiar and comfortable with a deeper perspective on the SDGs and their related targets and indicators – without becoming intimidated by them. ESD should prepare students to tackle unforeseen challenges and navigate complex systems, rather than focusing on content alone. As higher education professionals, we recognised the inherent challenges of this.
As a result, we developed our CRAFTS (Co-Designing Reflective Approaches for the Teaching of Sustainability) model of curriculum design, based on an adaptation of Design Thinking, to provide a structured and usable, yet accessible, flexible, and not discipline-specific means of embedding and embodying ESD in the curriculum. We were then approached by AdvanceHE to develop this further into a practical, systematic resource that would empower educators to take genuine ownership of sustainability in their teaching and assessment.
The Toolkit helps tackle these issues in a straightforward way by breaking them down into five stages.
First, it shows how to analyse what stakeholders like students, employers and accrediting bodies want and need from a module when it comes to sustainability.
Then, it guides educators to map exactly what is being taught as the curriculum stands, aligning it to the SDGs and the ESD Competencies. This is a moment of real relief for many people, who discover that much of what they already do aligns perfectly with ESD.
After that, there’s a guided reflection to see where stronger integration might happen or where superficial coverage can be expanded into something more meaningful.
The redesign process helps to embed active learning and authentic assessments and finishes off with an action plan for moving forward and measuring impact for future evaluation.
We find it heartening to watch colleagues pivot from feeling like ESD is an add-on to realising it can enhance what they already do. Instead of worrying that they must become experts in every single SDG, the Toolkit reminds them that authentic engagement with a few well-chosen goals can lead to the deeper kind of learning we all aspire to provide.
This personal, reflective approach has helped academics overcome the sense that sustainability in the curriculum is an overwhelming requirement. They see it as a powerful lens through which students learn to handle uncertainty, become resilient critical thinkers and gain the confidence to tackle real-world problems.
We hope the Toolkit continues to spark conversations and encourage more creative approaches to ESD across disciplines. We don’t believe there’s a one-size-fits-all solution. It has been inspiring to see colleagues reclaim that sense of possibility and excitement, reassured that teaching for a sustainable future can be woven into what they’re already doing – just with an extra layer of intentionality and reflection.
If you’re looking for a way to bring ESD into your own classroom, we hope the Toolkit will be a reliable companion on that journey.
Dr Kieran Higgins (Lecturer in Higher Education Practice, Ulster University) and Dr Alison Calvert (Senior Lecturer in Biological Sciences, Queen’s University Belfast) have collaborated on Education for Sustainable Development projects for over 4 years, drawing on extensive and wide ranging experiences of higher education and sustainability. Their vision is of transformed global higher education curricula that empowers all graduates, regardless of discipline or career path, to become champions of a sustainable future.
Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.