Inclusive Systemic Thinking for transformative change

By Ellen Lewis and Anne Stephens

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1. Ellen Lewis (biography)
2. Anne Stephens (biography)

What is Inclusive Systemic Thinking and how can it be effective in achieving transformational change? How can it contribute to a more inclusive and equitable world?

Introducing Inclusive Systemic Thinking

We have coined the term Inclusive Systemic Thinking to describe an approach that is influenced by a field of systems thinking called ‘Critical Systems Thinking,’ as well as by the social and behavioural sciences, fourth-wave feminism, and more recently, our work in the global development sector. Inclusive Systemic Thinking uses the ‘GEMs’ framework for complex systemic intersectional analysis based on: Gender equality/equity (non-binary), Environments (natural and/or contextual) and Marginalised voices (human and non-human). We described the GEMS framework in a recent i2Insights contribution, A responsible approach to intersectionality.

In our work, Inclusive Systemic Thinking is inclusive because we actively reflect on, advocate, mentor, and adapt our practices through an ethos of engagement that is widespread and that uses non-conventional approaches.

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Theory of change in inter- and transdisciplinary research

By Josefa Kny, Sabine Hoffmann, Emilia Nagy and Martina Schäfer

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1. Josefa Kny (biography)
2. Sabine Hoffmann (biography)
3. Emilia Nagy (biography)
4. Martina Schäfer (biography)

What are key functions of theory of change? For what purposes can we use theory of change in inter- and transdisciplinary research?

A theory of change maps the assumed relationships between activities and short-, medium- and long-term changes of an intervention, program or project. It makes assumptions about why and how such changes occur transparent. Theory of change approaches have their origins in theory-based evaluation and Paulo Freire’s theory of societal change (Freire, 1970) and have predominantly been used in development research and practice since the late 1990s.

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Storytelling and systems change

An i2Insights story based on one originally told by Thea Snow, David Murikumthara, Teya Dusseldorp, Rachel Fyfe, Lila Wolff and Jane McCracken

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1. Thea Snow; 2. David Murikumthara; 3. Teya Dusseldorp; 4. Rachel Fyfe; 5. Lila Wolff; 6. Jane McCracken (biographies)

How is storytelling important in driving systems change? What does good storytelling look like? What makes it hard to tell stories about systems change work? We address these three questions.

But first, what do we mean by systems change? We use the definition developed by New Philanthropy Capital (Abercrombie et al. 2015): “Systems change aims to bring about lasting change by altering underlying structures and supporting mechanisms which make the system operate in a particular way. These can include policies, routines, relationships, resources, power structures and values.”

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Managing complexity with human learning systems

By Toby Lowe

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Toby Lowe (biography)

How can those in public service – be they researchers, policy makers or workers in government agencies, private businesses managers, or voluntary and community organisation leaders – think more effectively about improving people’s lives, when they understand that each person’s life is a unique complex system?

A good starting point is understanding that real outcomes in people’s lives aren’t “delivered” by organisations (or by projects, partnerships or programmes, etc). Outcomes are created by the hundreds of different factors in the unique complex system that is each person’s life.

In other words, an outcome is the product of hundreds of different people, organisations, and factors in the world all coming together in a unique and ever-changing combination in a particular person’s life. Very little of what influences the outcome is under the control or influence of those who undertake public service.

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Creative destruction

By Keith McCandless

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Keith McCandless (biography)

My favorite part of working with groups is helping people notice and stop counterproductive behavior. We all have self-limiting individual and group behaviors. Of course, they are easier to spot in others than in ourselves. So, finding seriously fun ways to help people discover for themselves what they can stop doing is important.

I use an activity called TRIZ from Liberating Structures. The purpose of TRIZ is to:

  • Make it possible to speak the unspeakable and get skeletons out of the closet
  • Make space for innovation
  • Lay the ground for creative destruction by doing the hard work in a fun way
  • TRIZ may be used before or in place of visioning sessions
  • Build trust by acting all together to remove barriers.

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Adaptive skilling

By Seema Purushothaman

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Seema Purushothaman (biography)

How can tribal societies forge a healthy equilibrium wherein short-term gains in livelihoods can be achieved without permanent loss in quality and security of tribal life? Are there lessons beyond the developmental journeys of the marginalised to how societies can craft informed, deliberative and adaptive mechanisms to generate blended knowledge that links diverse systems of learning and practice?

We suggest that the answer lies in adaptive skilling (Purushothaman et al., 2022).

What is adaptive skilling?

The process of adaptive skilling is more than mere avoidance of deskilling or just ensuring the continuity of individual and social learning. It also differs from a ‘reskilling’ approach that brings back traditional skills or brings in alien and unsustainable skills.

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Pause… How art and literature can transform transdisciplinary research

By Jane Palmer and Dena Fam

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1. Jane Palmer (biography)
2. Dena Fam (biography)

What might make us stop and think differently about the ways in which we interact with our environment and others, human and nonhuman? What kind of knowing about acute threats to the natural environment will sufficiently motivate action?

We suggest that art and literature can offer us a pause in which we might, firstly, imagine other less anthropocentric ways of being in the world, and secondly, a way into Basarab Nicolescu’s “zone of non-resistance” (2014, p. 192), where we become truly open to new transdisciplinary forms of collaboration.

Writers, artists and scholars have canvassed many ways of ‘pausing’ our accustomed thought processes: mindfulness and ‘mindwandering’, and solitude, as well as post-representational research, which is sensory, affective and exploratory. We are interested particularly in the kind of ‘pause’ that constitutes a transformative experience that changes our relations with others, human and nonhuman.

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Analysing key policy actors with the alignment, interest and influence matrix (AIIM)

By Enrique Mendizabal

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Enrique Mendizabal (biography)

How can researchers seeking to change a policy get a useful picture of the key actors involved in that policy space? Who should they partner with? Who will need convincing? Whose arguments will counter their own?

The Alignment, Interest and Influence Matrix (AIIM) was designed to address these questions.

The AIIM tool is useful as far as it can encourage an open and thoughtful conversation. In my experience, the tool is most useful when the people involved provide a breadth of experience and insight into the policy process that they are trying to affect. Users should not rule out having to put the AIIM on hold while they gather further evidence, nor going back to the matrix as they gain new insights during the implementation of their plans.

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Integrating context, formats and effects in transdisciplinary research

By tdAcademy 2021 GAIA paper authors

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Author biographies

What are the key aspects of transdisciplinary research and how can they be integrated effectively?

Four key aspects of transdisciplinary research are:

  • context dependencies
  • innovative formats
  • societal effects
  • scientific effects.

These are illustrated in the figure below, along with a summary of an ‘ideal’ transdisciplinary research process.

1. Context dependencies

Context dependencies are the factors that influence both the research design and the interpretation of results and include: who is involved (the actors), the social, cultural, political and other conditions, and the research setting (for example is it outside the lead researchers’ home country).

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A collaborative vision and pathways for transforming academia

By The Care Operative and “Transforming Academia” workshop participants at 2021 International Transdisciplinarity Conference

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Author biographies

What do we want academia to be like in 2050? Is academia on the right track? What will it take to agree on and realize a joint vision that can steer life in science towards a more sustainable and agreeable place to work, to learn, to share and to appreciate knowledge?

The issues raised here are based on a workshop with more than 40 participants at the International Transdisciplinarity Conference 2021. The discussion was initiated and hosted by the Careoperative, a leadership collective motivated to explore, embody and pollinate transformational sustainability and transdisciplinary research.

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Can cultural hegemony explain resistance to transdisciplinarity?

By Livia Fritz, Ulli Vilsmaier and Dena Fam

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1. Livia Fritz (biography)
2. Ulli Vilsmaier (biography)
2. Dena Fam (biography)

What are the reasons for resistance to transdisciplinary research and education? And what insights can Antonio Gramsci, one of the founders of the Italian Communist party in the early 20th Century, offer?

We argue that one of the main reasons for resistance is that transdisciplinarity subverts well-established and often unquestioned structures, practices and values in academia. In particular, transdisciplinarity challenges persistent organizational structures, mechanisms of knowledge production and evaluation criteria based on disciplinary models of research and higher education.

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Eleven success factors for transdisciplinary real-world labs

By Niko Schäpke, Oskar Marg, Matthias Bergmann, Franziska Stelzer and Daniel J. Lang

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1. Niko Schäpke; 2. Oskar Marg; 3. Matthias Bergmann; 4. Franziska Stelzer; 5. Daniel Lang (biographies)

What is required for transdisciplinary real-world laboratories (labs) to successfully tackle and achieve long-term societal change? How can they make the change process transferable? What is required of the societal and scientific actors?

We discuss eleven success factors to facilitate successful transdisciplinary collaboration and to achieve desired societal effects. These are based on an accompanying research project, which supported and observed several real-world labs, aiming to develop overarching insights on methods and success factors. The accompanying research project also provided consultancy to strengthen the implementation activities of the real-world labs and supported the networking of the labs, including with labs in other countries.

The factors presented below should be seen as generic recommendations to increase the likelihood of success. As each lab has a unique character, factors should be considered, deliberated and addressed for each lab on an individual basis.

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