Facilitation

Five core competency areas for participatory modeling

By Sondoss Elsawah, Elena Bakhanova, Raimo P. Hämäläinen and Alexey Voinov

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1. Sondoss Elsawah (biography)
2. Elena Bakhanova (biography)
3. Raimo P. Hämäläinen (biography)
4. Alexey Voinov (biography)

What knowledge and skills do individuals and teams need to be effective at participatory modeling?

We suggest that five core competency areas are essential for participatory modeling:

  1. systems thinking
  2. modeling
  3. group facilitation
  4. project management and leadership
  5. operating in the virtual space.

These are illustrated in the figure below.

These competency areas have naturally overlapping elements and should therefore be seen as a holistic and interdependent set. Further, while certain competencies such as modeling skills can be addressed by individual members of a participatory modeling team, the entire process is a team effort and it is necessary to also consider the competencies as a group skill.

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Wisely navigating knowledge co-production: Towards an ethics that builds capacities

By Guido Caniglia and Rebecca Freeth

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1. Guido Caniglia (biography)
2. Rebecca Freeth (biography)

How can I ensure that marginalized voices are heard in this project? Whom do I call on to offer the next perspective in this workshop and why? How can I intervene in this particular disagreement in a productive way? These are typical questions that researchers and practitioners involved in knowledge co-production processes ask themselves. They express deep ethical concerns, which also have epistemological and political implications, as they address the question: What should I do in this situation? What is right and wrong for me to do here?

We suggest that a perspective based on the ancient virtue of practical wisdom may help researchers and practitioners alike working in knowledge co-production to navigate the complexities of these questions.

Practical wisdom: An ancient virtue for wise navigation

Our answers to the deep ethical questions that emerge in collaborative and participatory research will vary depending on the specifics of the situation we are in, who is involved, as well as our own positionality and role in research projects or academic institutions. There is no formula to follow. 

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An effective way to organize research coordination meetings

By Gemma Jiang, Diane Boghrat and Jenny Grabmeier

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

How can large cross-disciplinary science institutes consisting of multiple teams working on multiple research projects overcome significant challenges to research coordination? Key aspects are:

  1. Visibility: how to keep different project teams informed of each other’s progress?
  2. Learning: how to support cross-project learning?
  3. Accountability: how to keep project teams accountable for their goals and deliverables?

Tackling these challenges requires a combination of asynchronous communications such as Slack, newsletters and emails, as well as synchronous communications such as research coordination meetings.

We describe an effective way of organizing weekly research coordination meetings in an institute bridging the gap between computer science and biology and share key reflections.

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Keyword quiz: an icebreaker method for interdisciplinary teams

By Sebastian Rogga and Anton Parisi

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1. Sebastian Rogga (biography)
2. Anton Parisi (biography)

How can members of interdisciplinary teams quickly gain a better understanding of each other’s thematic preferences and skills in a way that is also engaging and fun?

We have developed a “keyword quiz” icebreaker method to facilitate exchange between members of interdisciplinary teams, especially between people who are not complete strangers to each other but are collaborating in a project context for the first time.

In brief, the idea is to communicate each member’s scientific profile based on keywords from publications that the team members have published and that they have selected based on specific categories.

The keywords of a publication are presented visually to the whole group and the team members then guess, in the form of a quiz, which team member published the associated publication.

After the author has been revealed, they share the reasons for choosing the publication.

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Integration in inter- and transdisciplinary research: how can the leadership challenges be addressed?

By Lisa Deutsch and Sabine Hoffmann

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1. Lisa Deutsch (biography)
2. Sabine Hoffmann (biography)

How can the integration required in large inter- and transdisciplinary programs be effectively led? What challenges do leaders of integration in such programs face and how can they address them? What are the particular challenges in using a theory of change as an integrative tool?

We describe five key challenges that we encountered when leading the integration for a large 10-year inter- and transdisciplinary research program, which explored novel non-grid water and sanitation systems that can function as comparable alternatives to conventional large network-based systems. We experienced these challenges when applying the tool Theory of Change to facilitate communication, collaboration and integration among the team members (for more on theory of change see the i2Insights contribution by Heléne Clark). We also share the strategies we employed to address these challenges. The lessons we developed are likely to be applicable to other inter- and transdisciplinary research programs.

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Participatory scenario planning

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1. Maike Hamann (biography)
2. Tanja Hichert (biography)
3. Nadia Sitas (biography)

By Maike Hamann, Tanja Hichert and Nadia Sitas

Within the many different ways of developing scenarios, what are useful general procedures for participatory processes? What resources are required? What are the strengths and weaknesses of involving stakeholders?

Scenarios are vignettes or narratives of possible futures, and when used in a set, usually depict purposefully divergent visions of what the future may hold. The point of scenario planning is not to predict the future, but to explore its uncertainties. Scenario development has a long history in corporate and military strategic planning, and is also commonly used in global environmental assessments to link current decision-making to future impacts. Participatory scenario planning extends scenario development into the realm of stakeholder-engaged research.

In general, the process for participatory scenario planning broadly follows three phases.

1. Identifying stakeholders and setting the scene

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Dealing with differences in interests through principled negotiation

By Gabriele Bammer

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Gabriele Bammer (biography)

How can the interests of a diverse group of researchers and stakeholders tackling a complex societal problem be understood and managed?

Interests arise when a person has a stake in something and stands to gain or lose depending on what happens to that something:

  • researchers commonly have a stake in advancing their work and careers,
  • stakeholders affected by a societal problem generally have a stake in improving the problem, and
  • stakeholders in a position to do something about a problem generally have a stake in improving outcomes for the problem through their sphere of influence.

Interests relate not only to personal conditions or stakes (self-interest), but also to principles such as reducing inequities and promoting justice.

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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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Resolving disagreements by negotiating agreements in the right way

By Lawrence Susskind

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Lawrence Susskind (biography)

How can interdisciplinary teams avoid getting stuck on questions like:

  1. What kinds of data do we need to collect?
  2. What methods or techniques should we use to analyze our data?
  3. How should we handle gaps or incongruities in our findings?
  4. What are the policy implications or prescriptions that follow from our findings?

I want to share some lessons I’ve learned about handling disagreements on these four questions.

Research Design

One interdisciplinary project I worked on many years ago involved trying to assess the feasibility of burying nuclear waste in the ocean floor. The engineers assumed the problem had an engineering solution.

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Ten dialogue methods for integrating judgments

By David McDonald, Gabriele Bammer and Peter Deane

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1. David McDonald (biography)
2. Gabriele Bammer (biography)
3. Peter Deane (biography)

What formal dialogue methods can assist researchers in synthesising judgments about a complex societal or environmental issue when a range of parties with different perspectives are involved? How can researchers decide which methods will be most suitable for their purposes?

We review ten dialogue methods. Our purpose is not to describe the dialogue methods in detail, but instead to review the circumstances in which each method is likely to be most useful in a research context, bearing in mind that most methods a) were not developed for research, b) can be applied flexibly and c) have evolved into different variations. The methods are clustered into six groups:

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Stakeholder engagement primer: 8. Generating ideas and reaching agreement

By Gabriele Bammer

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What skills for generating ideas and reaching agreement should every researcher involved in stakeholder engagement seek to cultivate? What key methods and concepts should they be familiar with?

The focus in this blog post is on generating ideas and reaching agreement, as well as recognising the “groan zone” between these two phases in a group process. Researchers will have diverse attributes and not everyone will be well-placed to cultivate the skills described here. Having an understanding of the skills can help in choosing the researchers best placed to undertake the stakeholder engagement.

Generating ideas: Brainstorming

For brainstorming to work well, it requires rapid-fire contributions, no holding back or self-censoring of ideas, and no discussion or criticism of the ideas proposed. It often involves a group of stakeholders (or stakeholders and researchers) sitting around a flipchart or whiteboard, with one person writing down the ideas as members of the group say them.

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A tool for transforming resistance to insights in decision-making

By Gemma Jiang

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Gemma Jiang (biography)

Do you encounter resistance from your team members, especially in regard to difficult decisions? How might decision-making processes be better facilitated to generate insights instead of resistance?

I describe a conceptual framework and an accompanying practical tool from Lewis Deep Democracy (2021) that can transform resistance to insights in decision-making processes.

The conceptual framework: Understanding how decision making generates resistance

It is important first to understand the consciousness of a team. If you think of a team’s consciousness as an iceberg, the ideas and opinions that are expressed are the conscious part above the waterline, while those that are not expressed are the unconscious part below the waterline. If decisions are made based only on the team’s expressed ideas and opinions, those below the waterline will likely form resistance. This is often what happens with “majority rules” democracy.

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