Writing confidentiality and anonymity into collaboration agreements

By Edgar Cardenas, L. Michelle Bennett, and Michael O’Rourke

authors_edgar-cardenas_l-michelle-bennett_michael-orourke
1. Edgar Cardenas (biography)
2. L. Michelle Bennett (biography)
3. Michael O’Rourke (biography)

How might teams create norms to scaffold the use of confidentiality and anonymity in team settings? How could a team integrate language about confidentiality and anonymity into their collaboration agreement? How can teams use these approaches and simultaneously build psychological safety and trust?

In an earlier i2Insights contribution, we provided a collaboration agreement template to help teams improve their chances of collaboration success by facilitating dialogue about shared values, norms, and processes of collaboration. This template is designed around three central dimensions of collaborative research: team management, team dynamics, and team communication.

In a companion i2Insights contribution we addressed issues concerning confidentiality and anonymity in teamwork, and in this post we provide an example of one possible approach to integrating language about confidentiality and anonymity into a collaboration agreement—specifically, into the “Team Communication” part of a collaboration agreement built using our template.

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Confidentiality and anonymity in teams

By Edgar Cardenas, L. Michelle Bennett, and Michael O’Rourke

authors_edgar-cardenas_l-michelle-bennett_michael-orourke
1. Edgar Cardenas (biography)
2. L. Michelle Bennett (biography)
3. Michael O’Rourke (biography)

Do confidentiality and anonymity have a place in teamwork? What are the risks and how might they be mitigated? Can teams move past the need for confidentiality and anonymity?

It takes time and intentional effort to create an environment within a team that is safe for interpersonal risk-taking (ie., a psychologically safe environment). As a team works to develop a psychologically safe environment, teammates will likely be more and more willing to speak openly about challenges. As part of this work, and in an effort to make certain all team members are comfortable sharing issues and challenges, teams may suggest adopting confidential and/or anonymous communication channels; however, there are significant risks associated with their use in teams. Here we detail some of the common risks and provide a set of design elements for dealing with them.

Confidentiality

Teammates who have concerns and are uncomfortable sharing them openly with the full team might choose to communicate confidentially with another person, who may be on the team or outside of the team.

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The Strategic Choice Approach in shaping public policies

By Catherine Hobbs

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Catherine Hobbs (biography)

How can we be inspired, rather than overwhelmed, by differing perspectives in the inter-organisational planning required to more effectively address cross-cutting issues, or interacting areas of policy? How can we learn from the achievements of public policy action research, in the light of the local and global uncertainties of the 2020s?

Strategic Choice Approach was developed by John Friend with Allen Hickling, originating during the 1960s and 1970s. It emerged through a series of collaborative action research projects applied to public policy challenges in a number of countries, so that its origins are empirical rather than theoretical.

Friend described Strategic Choice Approach as being helpful as a practical approach to planning under pressure where “people of different outlooks and allegiances are working together with a shared concern to move rapidly towards commitments to action or to changes of policy on difficult issues of shared concern” (Friend, no date).

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Systemic interventions for complex problems: The Intervention Design Process / Para problemas complejos, intervenciones sistémicas: el Proceso de Diseño de Intervención

By Daniel Marín Vanegas

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Daniel Marín Vanegas (biography)

A Spanish version of this post is available.

What is a useful systemic process for tackling complex societal and environmental problems?

The Intervention Design Process (IDP) is a non-linear approach that integrates different models, methods, techniques, and tools in a set of four iterative stages that are both systematic and systemic (Marín-Vanegas, 2023). The four phases – captured in the acronym IDP-3DC – are:

  1. Diagnosis
  2. Dialogue
  3. Decision
  4. Change.

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Six lessons from Iran for strengthening cross-disciplinary research

By Reza Dehnavieh

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Reza Dehnavieh (biography)

How can universities in countries which have centralised and traditional discipline-based systems encourage cross-disciplinary research and education?

Here I describe lessons from the work of the Institute for Futures Studies in Health, which is an Iran-based organization specializing in foresight activities in Iran’s health system. The Institute is affiliated with Kerman University of Medical Sciences, and was launched in 2012. The Institute utilizes knowledge management in combination with the development of a more desirable future as the key concept at the core of its identity and follows four main goals:

  1. evidence-based decision-making,
  2. networking among stakeholders within and outside the health sector,
  3. developing capabilities and empowerment of stakeholders, and
  4. outlining strategic perspectives on health.

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How to organize an “all-hands” meeting

By Gemma Jiang, Diane Boghrat and Jenny Grabmeier

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1. Gemma Jiang (biography)
2. Diane Boghrat (biography)
3. Jenny Grabmeier (biography)

What is an “all-hands” meeting? What’s required to assemble an effective planning team? What should the planning team consider in setting parameters for the meeting?

What is an “all-hands” meeting?

Here we consider all-hands meetings in the context of our experience with a large cross-disciplinary institute, where members are geographically distributed. An annual all-hands meeting is an effective mechanism many such organizations employ to bring all members together in person.

An all-hands meeting differs from a science conference in two main ways. First, its participants are identified members within the boundary of the organization. It is usually not open to a wider audience. Second, its topic areas extend beyond the research projects supported by the organization. Such topics can include strategic planning among leadership, community building among early career researchers, professional and interpersonal capacity building topics, and development of team science competency.

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Making the Nominal Group Technique more accessible

By Jason Olsen

jason-olsen
Jason Olsen (biography)

Looking to gain real insights from those with lived experience about a specific topic? Interested in a low-cost method that fosters equal participation and discussion over participant domination in a research focus group? Want to know about modifications to make pan-disability (ie., working with participants with different impairments) research focus groups more inclusive?

The Nominal Group Technique developed by Ven and Delbecq (1972) has been used for more than 50 years. Key to its success is the posing of a single unambiguous and unbiased question about a problem that can generate a wide range of answers. The process structures the meeting to enable critical dimensions of the question to be identified, ranked and rated in a way that:

  • limits the influence of the researcher leading the project, as well as the influence of attendees,
  • allows participants to clarify the question’s dimensions and gaps,
  • increases the likelihood of equal participation for all group members,
  • affords equal influence to different, and potentially conflicting, values and ideas.

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Understanding the links between coloniality, forced displacement and knowledge production

By Alemu Tesfaye and Truphena Mukuna

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1. Alemu Tesfaye (biography)
2. Truphena Mukuna (biography)

What is the relationship between coloniality, forced displacement and knowledge production? How is this relevant to decolonization efforts?

The history of forced displacement can be traced back to the colonial era, during which European powers established colonies in various parts of the world, displacing and often subjugating indigenous populations. The displacement of indigenous peoples often involved the forced removal from their ancestral lands and the disruption of their social and cultural systems.

In this context, knowledge production was used to justify and legitimize the displacement of indigenous populations. European colonizers created and disseminated knowledge that portrayed indigenous peoples as “primitive” or “uncivilized,” and therefore in need of “civilizing” through the imposition of European values and systems. This knowledge served to legitimize colonial policies of forced displacement and cultural assimilation.

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Six lessons for newly-forming large research consortia

By Daniel Black and Geoff Bates

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1. Daniel Black (biography)
2. Geoff Bates (biography)

What are some key tips for establishing new, large consortia to tackle complex global challenges? What are the best ways to coordinate large groups of researchers, practitioners and publics towards a shared goal?

Describing this type of research is cumbersome. As a shorthand we have started to use the terms ‘LMITs’ (pronounced ‘limits’) and ‘New LMITs’ to denote similarly characterised projects and teams that are: ‘Newly forming’, ‘Large-scale’, ‘Mission-orientated’, and ‘Inter- and Trans-disciplinary’.

Drawing on our own experience over the past three years of establishing a New LMIT, we suggest six primary inter-related recommendations for other New LMITs, and for those who fund or support such research groups:

1. Factor in (far) more time than you might expect
2. Seek out funders who understand

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Children as research actors

By Frédéric Darbellay and Zoe Moody

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1. Frédéric Darbellay (biography)
2. Zoe Moody (biography)

From a transdisciplinary co-production of knowledge perspective, how can children’s capacity for reflection, analysis, curiosity, discovery and creativity be recognized? Why and how can the involvement of children in the research process be promoted by giving them a co-researcher status? Based on our experience of research on and with children, we present the main issues and potential of this type of research.

1. Research with Children

Recent developments in the fields of childhood studies and children’s rights studies highlight the benefits of carrying out research with and for children rather than about them.

Research with children is based on a horizontal model of knowledge production, that recognizes children as the real experts on what it is like to “be a child.”

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Six lessons for connecting evidence to policy and practice in the Global South

By Fréjus Thoto

frejus-thoto
Fréjus Thoto (biography)

How can the ecosystem of evidence use in policy and practice work better in Global South countries such as Benin?

Here I provide six lessons drawn from activities undertaken by the African Center for Equitable Development (ACED), a non-profit think-and-do tank, located in Benin, West Africa. Our focus has been on the food and nutrition security sector.

Lesson 1: Access to policy-relevant evidence is still a big challenge

There is still much work to do in order to ensure that timely and policy-relevant evidence is produced and accessible to users. We have developed a national platform to consolidate and display the available statistical data, research findings, and evaluation findings. However, a platform alone is not enough, and research agenda setting, research-policy dialogues and other strategic activities are required.

Lesson 2: Involve governments at all levels in evidence-informed policymaking processes

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Challenges to science-policy-society interactions in transdisciplinary research

By Oghenekaro N. Odume, Akosua B. K. Amaka-Otchere, Blessing N. Onyima, Fati Aziz, Sandra B. Kushitor and Sokhna Thiam

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1. Oghenekaro N. Odume; 2. Akosua B. K. Amaka-Otchere; 3. Blessing N. Onyima; 4. Fati Aziz; 5. Sandra B. Kushitor; 6. Sokhna Thiam (biographies)

Why is transdisciplinary research that aims to co-produce knowledge across academic disciplines, policy contexts and societal domains often so difficult? What are the key challenges that need to be overcome?

We identified five key challenges when we analysed five projects implemented in nine African cities which were part of the Leading Integrated Research for Agenda 2030 in Africa (LIRA) program (Odume et al., 2021).

Challenge #1: Conceptual threshold crossing

Science-policy-society interactions require active engagement of diverse actors, often with different discursive language and epistemic backgrounds. Translating academic discourse into accessible everyday language can be challenging. In the same vein, policy and societal actors use discourse unfamiliar to academic actors.

Conceptual threshold crossing in terms of intellectual, ontological, and cognitive transformation is particularly challenging when projects are not just about understanding problems or raising awareness, but about true co-production of knowledge and co-ownership of the resulting outcomes.

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