Organization

Thinking Communities

Pattern ID: 
782
Pattern number within this pattern set: 
118
Aldo de Moor
CommunitySense
Version: 
2
Problem: 

In the modern Information and Communication Age, people no longer have time to think. Creative thinking is a human activity essential for self-realization, and for providing sustainable solutions to the myriad problems of our ever more complex global society. Three main factors prevent Thinking Communities from developing: lack of suitable locations for "semi-solitary" deep thought, lack of affordable communications infrastructure for such communities to develop, and too many social, professional and financial constraints preventing people from breaking out regularly for a sufficient period of time.

Context: 

This pattern supports creative individuals and small groups with a pressing need for finding the time and concentration to work on a major project, but who lack access to locations, and are inhibited by many personal constraints. The pattern helps them to connect with individuals and organizations interested in providing affordable thinking facilities, and then to design and build their Thinking Communities. These communities allow their members to concentrate deeply, while also to meet peers who are working on their own projects. This semi-solitary mix of deep thought and social interaction should significantly increase individual and societal creative thinking capacity.

Discussion: 

Thinking, resulting in new knowledge, is an essential human activity. Most related community research has focused on knowledge management and knowledge construction communities, often in an organizational or educational setting. For example, a typical corporate knowledge management community acts as a custodian for a Knowledge Domain, nurturing the sharing and creation of practices and knowledge that is key to the achievement of both company and personal objectives (Von Krogh et al., 2001). Similarly, an educational knowledge building community is a group of learners committed to advancing the group's knowledge of some shared problem through collaboration knowledge (Chai and Khine, 2006). However, when shifting from such an institutional to a more individual-oriented type of knowledge community, not much is known. In such a community, not organizational goals but individual thinking requirements, preferences, strengths, and weaknesses predominate. The resulting communities have much more of an emergent nature, and can be realized in a wide variety of forms. Thinking Communities, even more so than other communities, cannot be fully designed in every detail. Instead, developers should provide the right conditions and just enough guidance for such communities to get started, then let them evolve (Preece, 2000). A Thinking Community pattern can help outline such conditions and guidelines, while leaving each community enough freedom to develop its own unique values, norms, structures, and processes.

Thinking Communities require the right physical locations for individuals to reflect deeply by themselves, while also being able to interact on their thoughts with peers. They need an electronic communications infrastructure to organize and coordinate their community and communicate between locations. Social, professional, and financial constraints need to be minimized.

With location, communication, and personal constraints satisfied, Thinking Communities should start to be established and grow. A great variety of communities, ranging from loosely connected, semi-solitary individuals to large groups intensely focusing on solving a joint problem, will develop. Thinking Communities could thus become catalysts of creative thinking processes urgently needed to deal with some of the many pressing problems facing our globalizing world.

Examples

Thinking Communities can manifest themselves in numerous forms. Each of the dimensions identified in the pattern can have many possible values. The pattern acts as an analytical lens to help identify successful combinations of values, and possibly new types of Thinking Communities. To give some idea of the breadth and depth of Thinking Communities, here are some of many possible examples:

- A researcher is totally overworked, overwhelmed by the continuous stress of teaching, the publication rat race, and projects. She decides to recharge by taking a two month sabbatical after a conference she attended on the other side of the world. Since semester is over, she can plan it in between two academic years. She looks up the country she is visiting in the ReCharge researchers community web site, and discovers a scenic location close to the conference site, in the middle of a National Park. They offer long-term accommodation, for low monthly rent rates. They also have Internet connections, provide meals, and have a common room where she can meet fellow researchers. After two months of deep thinking and discussions with colleagues who provide fresh angles on her research, since they are not in her field, she goes back home. She is full of fundamental, new ideas that will sustain her in the stressful years to come.

- Many people are inspired by the ways of living and thinking of indigenous peoples. However, it is often hard to establish relationships with such communities. A First Nation, however, hosts a simple hostel with a limited number of rooms on its domain, allowing thinkers to work on their projects, while inviting them for a selected set of meetings and activities with the local community. This offers visitors a low-intensity, non-intrusive opportunity to get a realistic sense of the values, problems, and strengths of these communities, much beyond the understanding provided by the usual, shallow touristic visit to a reservation arts center. Simultaneously, it offers these local communities an alternative source of income and access to a world of ideas and contacts provided by visitors sincerely interested in building bridges between cultures.

- Two countries go to war. Enlightened individuals from both sides want to discuss their differences in order to stop the madness, but discussions on an open electronic forum dedicated to the conflict inevitably derail into emotional rants and diatribes. Meetings in either country obviously do not work for political and security reasons. Forum members from another country, which has managed to successfully negotiate a peace agreement between its feuding factions in the recent past, invite a number of the most reasonable discussants to come to a resort in their country. A private foundation, sponsoring the discussion forum, pays most of the travel expenses. In the resort, the discussants gather in a number of group sessions, but also get ample opportunity to break out, go for walks, and have one-on-one discussions. Their meetings are structured by electronic meeting room software. Although in the short time frame available they cannot reach agreement on a “Roadmap to Peace”, they do agree on the most important issues to be worked out. In a closed electronic forum, supported by the same software, they continue their discussions upon return to their respective countries. The bonding and face to face meetings in a peaceful environment have created the conditions to start building a Thinking Community across political borders.

Solution: 

A finely meshed, worldwide network needs to be created of affordable locations where people can concentrate and work on their individual creative projects, while simultaneously being able to meet up with peers working on their own acts of creation. The Web will provide the communications infrastructure to develop the concepts of Thinking Communities and match supply and demand of Thinking Locations. Social, professional, and financial constraints need to be addressed by developing concrete guidelines and solution patterns.

Verbiage for pattern card: 

Creative thinking is essential for self-realization and for finding sustainable solutions to the problems of our complex global society. A worldwide network of Thinking Communities needs to be created that links affordable locations where people can concentrate and work on individual — as well as collective — creative projects. These would allow members to concentrate deeply, while allowing them to meet peers who are working on other projects.

Pattern status: 
Released
Information about introductory graphic: 
Aldo de Moor

Telecenters

Pattern ID: 
871
Pattern number within this pattern set: 
117
Michel J. Menou
Peter Day
Douglas Schuler
Version: 
2
Problem: 

Across the globe new information and communication technologies (ICT) are increasingly perceived as elements essential to citizenship in contemporary society. However, numerous preconditions must be met before a person can make use of the applications and systems that represent the network society. Sometimes understood as contributing to the phenomenon known as the digital divide, these preconditions include, at the very least, an income level that facilitates payment for the equipment, its maintenance and operation; skills to use ICT, the availability of electricity; an awareness of ICT might matter and confidence in oneself and in the possibility of an improvement in one's condition. Unfortunately, for the vast majority of people on planet earth, these preconditions are not being met nor are they likely to be in the near future!

Context: 

Telecenter projects can exist at various levels from the small local community, for example, to the neighborhood or grassroots organization in a village, to the entirety of a large country, or even at the international level. Telecenters are, on the one hand, rooted in particular circumstances and, on the other hand, a product of dynamic realities. Because no two communities are alike (different environments, cultures, norms, values, etc.) the idea that recipes, "best practices", models or the like can be found and mechanically replicated across communities is foolish. Nevertheless a clear understanding of basic concepts and principles might be a useful guide for individual and collective reflection, as once again telecenters emerge as significant network society phenomena.

This pattern might be useful for individuals and grass root organizations for whom the use of appropriate ICT might strengthen their efforts toward overcoming the limitations of existing social conditions. It might also be useful for local or central government agencies intending to undertake positive action, with the help of purposeful and appropriate uses of ICT, in favor of social progress.

Discussion: 

In order to overcome the limitations listed above, the idea that public facilities might be established within communities is now fairly commonplace around the world (Menou 2003). Modern public access points to ICT are often referred to as "telecenters" even though their origins, ownership, purposes and modes of operation are so diverse that the development of a typology of public access points might be justifed, so that the commonalities and differences might be understood (Menou & Stoll 2003b).

Telecentres first emerged in Scandinavia and the UK during the 1980s and early 1990 and were known as telecottages, telehus, teleservice centers and electronic village Halls (Day, 1996 a&b) while the first "Community Computer Center" in the US was established in 1981 in the basement of a housing project in Harlem (New York City) (Schuler, 1996). Intended to provide public access to computing technology, these initiatives were either run as community development projects, commercial ventures or a bit of both (Day, 2001; Day & Harris, 1997). In the so-called "developing countries" one might distinguish 3 main avenues that the development of telecenters took. Most publicized is "pilot projects" initiated by international development agencies such as UNESCO, World Bank, IDRC, USAID, etc., which resulted in the implantation of isolated facilities with limited involvment of the communities at the beginning, e.g. Timbuctu in Mali, Kothmale in Sri Lanka. Another line is government programs pretending to overcome the "digital divide" by the implantation of a large number of telecenters in "undepriviledged" communities (e.g. @Argentina) with the same drawbacks of a top down approach, no networking plus bureaucratic constraints. A third line combines individual initiatives by grass root NGOs in particular locales and a franchising model developed by the Red Cientifica Peruana in Peru, known as "Cabinas Publicas Internet" which entertained ambiguities between community service and small business development.

Today the variety of public ICT access points (or PIAPs) and the nature of their roles is more wide-ranging and can be distinguished according to:

- their origin, ranging from ad hoc initiative of an individual to national and international programs;
- their purpose, ranging from profit of business owners - e.g. cyber or internet cafés - to free support to community development endeavors - e.g. true community telecenters;
- their ownership, ranging from individual small entrepreneurs to community groups, local and central government entities;
- the community participation in their governance, ranging from nil to full control;
- the mix of ICT available, ranging from only one, e.g. public phone booths, to all (e.g. phone, fax, internet, radio, web TV, etc.);
- the variety of services offered ranging from independant use of ICT to a wide mix of economic, social, educational and cultural activities;
- whether they stand alone or are part of a more or less extensive network

True community telecenters are part of the efforts undertaken by community members to build community and improve community conditions; they utilise ICT as a means, among others, that facilitate the attainment of these objectives (Menou & Stoll, 2003a). The centers are designed and managed with full participation of the community (Roessner 2005). Non- community telecenters are only concerned with providing access to ICT at an affordable cost to people who are deprived from it, whether temporarily or permanently. For the remainder of this pattern we focus exclusively on community telecenters.

Community telecenters typically get started via two main avenues:

1) They are the brain child of interested individuals or grass root community groups who champion their development and implementation through various community strategies and actions; or
2) They form part of a top down (usually government or international agency) program purporting to bridge the "digital divide".

Telecenters face a variety of problems and challenges that can be categorized as either social, political, economic, or technical.

In the social realm the key issues are:

- the relevance of the telecenter and ICT use as a means to support the various development efforts undertaken by the community
- the appropriateness of its role, the social interaction it permits and the information it makes available, especially with regard to cultural and gender biases
- the availability of people with required skills to operate and manage the telecenter and provide training and support to the users
- the level of information and computer literacy in the community and the availability of intermediaries to offset their deficiency
- the availability and accessibility of local information.

In the political realm, key issues are:

- the degree of ownership that the community might have from the inception, or progressively reach;
- the level and continuity of community involvement in the management of the telecenter
- the support of, or conversely conflict with, local and national authorities and pressure groups
- the relationship with national programs in the area of universalization of telecommunications services and digital inclusion, and the ability of the telecenters to preserve their identity and autonomy though participating as appropriate in such programs;
- the attitude of telecommunication companies vis a vis competition, universalization and digital inclusion efforts.

In the economic realm, key issues are:

- funding for initial investments
- securing regular income streams that can can support the operation of the telecenter
- securing resources for the maintenance and renewal of the equipment
- offering employment conditions that are attractive enough for retaining the permanent staff

In the technological realm, key issues are:

- reliability and cost of power supply
- reliability and cost of telecommunications
- reliability and cost of access to the international internet backbones
- ability to implement a distributed network
- capability of operating FOSS applications
- capability of deploying media integration, in particular radio

In many countries central governments have funding programs to encourage the development of "telecenters". Significant financial backing from international organizations is also commonplace and support is also often available from local governements.

Telecenter associations have been set up and are seeking to establish their influence at the local level as well as forming broader groups at regional and international levels. These structures are powerful instruments for sharing knowledge and experiences, helping each other and consolidating the movement Menou, Delgadillo Poepsel & Stoll 2004). Such grass root organizations should not be confused with a number of top down portals and support schemes that pretend to represent telecenters and disseminate second hand knowledge for sake of specific political and commercial interests

Mirroring events from the 1980s & 90s when computers were parachuted into communities as part of top down development programmes, the current crop of telecentres face similar challenges of social, financial and technological sustainability. At that time telecottages and electronic village halls (EVHs) were very much flavor of the month among government and funding agencies (Day, 2001; Day & Harris, 1997). However, they were viewed as short-term project that were expected to achieve sustainability with no support or training. Some transformed themselves into small commercial ventures but most closed eventually leaving behind them a great deal of frustration and dissillusionment in the community.

Very few lessons from that period appear to have be learnt. In the UK, the UK Online Centre programme, some 10 years or so after the initial telecottages and EVHs closed, many of the UK Online centres have closed or are closing after massive amounts of public funds had been pumped into them. Across the globe, the present tranche of telecenters seem to be following a very similar pattern of contradictory trends. On the one hand they are recognized by governments and international agencies as key instruments for achieving digital inclusion. Thus a proliferation of funding programs to support their establishment has been witnessed in recent years. On the other hand the support currently being displayed has no long-term policy substance behind it and may not resist the medium term hazards of development endeavors. The pressure toward securing financial sustainability in the short-term - usually 3 to 4 years - may indeed push many telecenters to close or attempt to reinvent themselves as business enterprises wherever this is feasible despite the fact that by definition they serve a population which does not have a level of income sufficient for paying for non essential goods and services. Similar attempts in the UK and Scandinavia have historically proved fruitless and we hold out little hope for the future of most telecenters without significant changes being made to policy and funding strategies.

Examples
Asodigua, Guatemala: http://www.asodigua.org
SAMPA.org, Brazil: http://www.sampa.org
Container Project, Jamaica: http://www.container-project.net

Solution: 

In the same way that public library services facilitated increased participation in society for the socially excluded through universal access to knowledge, so too can telecenters have a similar socially beneficial effect on citizenship in the network society by increasing access to and participation in information (content) creation, communication exchanges and knowledge sharing. However, history shows that treating community telecenters as short-term projects rather than part of the social infrastructure results in the long-term failure of these initiatives with community disillusionment and increased social exclusion ensuing. For telecenters to be effective instruments in bridging the digital divide and promoting social inclusion consideration of their policy, economic, technological and social sustainability is required.

We posit that a policy framework is required which establishes community telecenters as component parts of basic infrastructure supporting community life. Such policies should develop mechanisms that guarantee that appropriate levels of funding will be maintained to ensure long-term operations. In the network society, telecenters should be as much apart of our social infrastructures as public libraries, education, police services, etc. It is simply inappropriate to expect telecenters to function as instruments of social inclusion in the digital age by adopting business models from the commercial world. Similarly, the composition of the funding model that many telecenters are forced to live by is flawed. Relatively large sums of capital funding that support the purchase of equipment is made available but little or no long-term funding is obtainable for revenue functions such as equipment and network maintenance and renewal, on-going training, or the advocacy and awareness raising work that keeps telecenters at the hub of community activities and needs. Even in some of the most well intentioned cases a form of myopia exists, where ICT is concerned. Approaches that would not be accepted in other aspects of social life appear to the norm where technology is concerned. Simply throwing computers into local communities does not in itself address community need. If technology is to be both appropriate and effective it must form constituent parts of the toolbox that communities have for dealing with issues and problems. Telecenters must be grounded in the fabric of community life if they are to be socially sustainable.

A pre-requisite for social sustainability is community engagement. This demands community people getting actively involved in shaping and running telecenters in some way. In all likelihood this will involve learning directly from the experience of community telecenters operating in conditions similar to their own, so social networking skills need to be developed. Social sustainability means identifying what contribution a telecenter might make to community development efforts and involving community groups in designing, implementing and developing the telecenter. Operation and management training for members is essential if telecenters are to prosper. Support and advice in identifying and acquiring appropriate funding sources is a necessity. Finally, local communities can assist themselves in these matters by electing public administrators and lawmakers who genuinely support community technology initiatives and who understand the significance of their role in the community environment.

Verbiage for pattern card: 

Across the globe new information and communication technologies (ICT) are increasingly perceived as essential to citizenship. In the same way that public libraries increased participation for the socially excluded through universal access to knowledge, so too can Telecenters that provide free or inexpensive ICT facilities. Remember that numerous preconditions must be met before Telecenters can effectively meet their objectives.

Pattern status: 
Released
Information about introductory graphic: 
Creative Commons. Photograph by Tariq Zaman

Control of Self Representation

Pattern ID: 
483
Pattern number within this pattern set: 
109
Douglas Schuler
Public Sphere Project (CPSR)
Version: 
2
Problem: 

How people are represented — in speech, story, or image — will influence to some degree how they are perceived — by themselves and others — and, hence, are treated. Africa, for example, is typically presented to the rest of the world — and to Africans as well — by CNN and other western media — not by Africans or African media. This problem, of couse, is not confined to Africa. Poor people everywhere are portrayed — if they're portrayed at all — as nameless and voiceless, rarely as people with ideas, aspirations, creativity, culture or values.

Context: 

This pattern is applicable in any setting where information about one group of people is being developed and distributed by another group of people.

Discussion: 

"More recently, in later modernity the theme of the everyday has been considerably more prominent. But this does not mean that questions about who is representing for whom and why and how have been resolved. Issues about legitimacy of representation remain crucial, and indeed I shall argue that how to articulate and represent the everyday is the main issue in the politics of culture." - David Chaney (2002)

Non-whites, convicts, the poor, sick, starving people, flood victims, uneducated, aged, rural as well as intellectuals, dissidents, gender, ethnic and other marginalized groups are often the victim of mis-representation. Their presentations are often paper-thin, stereotypical at best. (While mention of other people are simply omitted; they don't exist.) The net result is a compelling, free-floating image of "normalcy" that serves as a model to be emulated.

This pattern represents a concept that gets very little notice. After all, there is really no way to fully control your representation or what people do with it. Ultimately it’s an expression of power: Who is creating the representations, under what conditions, and how can they be maintained, changed, or challenged? When somebody else is determining how you will be represented you have been robbed of your right to defend yourself, to make your own case for who you are. On some level, it's a type of identity theft. Who you are has been determined elsewhere and stamped on you.

Why bother with representations? Is there really anything to worry about? Are there any negative implications? Yes. For one thing, there seems to be substantial evidence that people start believeing their own representations — and act according to them. Representations, unfortunately, can have exceedingly long life spans since culture tends to replicate itself. Also people individually see little reason to change the way they view the world unless there is a compelling reason to rethink themselves.

This pattern on the one hand depicts the need for people everywhere to grab hold of their own representation and challenge the mechanisms (generally of media production) that perpetuates the stereotypes. At this level of analysis the pattern recommends a more accurate and bi-directional approach to "representation" — often of entire countries, ethnic and other marginalized populations. At a deeper level this pattern seeks to remedy a problem much more insidious -- that of a steady colonization from "within."

The importance of this pattern is obvious. It's why people may be suspicious when others are talking about them. It's why big corporations and political parties spend enormous sums on public relations and "spinning" news and other information to their advantage. Corporations and government agencies have elaborate and professional strategies for ensuring that their public portrait is painted according to their specifications. Movies stars, writers, etc. have their own publicists whose job it is to bring (or push) certain information to certain people. On the other hand, powerful people and institutions also go to great lengths to keep some information submerged and hidden forever.

There are several tools for addressing these problems. People in the group who may be perpetrating the stereotypes — white males (like me) for example — have the responsibility to acknowledge these transgressions and strive to overcome them. Media literacy and media critique are two skills worth developing and media monitoring is a worthwhile way to develop a fact base that can be used to confront the mis-representers. Much of this work should be done at a community level: the analyses should be shared, for example, with the community because it's often the community that is being mis-represented. Also, as was alluded to earlier, it may even be possible that members of the mis-represented community may be unconsciously living down to the stereotypes of their community.

Media is essentially a one-way street, a mute, wall-to-wall hallucinatory enclosure. (Although people do interpret according to their own rules that the media doesn't necessarily control.) The "message" of this medium is rarely acknowledged — it is truly the fabled 800-pound gorilla. Like a voice in your head, its message is compelling and persistent. It won't go away! It sows indecision while removing individual autonomy and opportunities for authentic social learning. Yet media producers aren't necessarily evil. Often laziness, lack of imagination (cloning the popular movie), and financial decisions factor in.

Solution: 

The first step to addressing this problem is to acknowledge that it exists. Since the media (and cultural representations generally) are so ubiquitous that it's hard to believe that there is a bias, however implicit. The second obstacle is thinking that nothing can be done about this. As you dig deeper in this you may simultaneously be amazed at the extent of the problem and your desire to help overcome it.

Verbiage for pattern card: 

Whether through speech, story, or image how people are represented influences how they're perceived and treated. Non-whites, incarcerated, sick or starving people, disaster victims, uneducated, aged, and rural people as well as many others marginalized by gender or ethnicity are misrepresented. One cannot fully control self-representation but it can be addressed. The first step is increasing awareness of the problem; the second is analysis; the third is action.

Pattern status: 
Released

Self-Designed Development

Pattern ID: 
761
Pattern number within this pattern set: 
106
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

All too often development initiatives are designed and implemented by outside professionals, politicians and wealthy elites. Neither community empowerment nor fundamental sustainability plays a central role in many of these interventionist projects. And just as bad, they fail to honor the basic desires and knowledge possessed by these people. Thus displacement, increased unemployment and the overall degeneration of livelihoods becomes the normative result of mis-planned, mis-interpreted and thus, mis-implemented development. Similarly, even among the well-meaning development NGOs a culture of dependence tends to emerge with communities being perpetually tied to the expertise and monetary assets that these organizations bring with them.

Context: 

Before governments, international development agencies and corporate stake holders attempt to define the nature of development for a particular community or region (or for the world for that matter), peoples must proactively assert their own paradigm as a challenge to the problematic realties that have come from vertically planned development schemes, and to break out of dependency.

Discussion: 

Stepping away from the interventionist model of development, self-designed or autonomous development emphasizes at its core development designed and implemented by the people it is intended to affect. While on one hand this pattern presents an orientation towards the practice and approach of development at one level, at another it is meant to be translated into the direct actions of peoples pursuing the right to define the trajectories of their lives, the lives of their families and their overall communities. It tries to avoid the assumption that all peoples want to be developed, rather it does assume that peoples wish to enjoy a certain type of life defined on their own terms and the hope is that they have the opportunity to realize that desire in their life-time.

The words self-designed or autonomous are meant to address the fundamental notions of power, who has it, who uses, and how it’s used and to what end. As a pattern that values autonomy, but also a notion of development towards greater well-being traditional as well as modern knowledge must be acknowledged, understanding that they do not always have to be perpetually competing forces, but when approached carefully they can be utilized to promote viable path towards community transformation that honors the social, cultural and political realities a community exists within. Thus, the overall basis of the self-designed development places both the responsibility and power of change into the hands of those who have been historically disempowered through the processes of traditional ‘developmentalism’.

At the level of orientating this process, its necessary to re-frame development and stress a redefinition of the roles between peoples in communities seeking transformation and the various outside agents who are working for authentic social and economic change. Here we would emphasize facilitation over the management and design on the part of the part of the so-called professional, and community independence and autonomy over dependence.

Take for example, the Participatory Rural Appraisal (PRA) (See: Action Research) so often thought of as the mainstay of the development practitioner seeking to design projects, becomes instead an awareness tool for community members themselves to guide their own decision making process on what steps are to be taken to better their livelihoods, and offer clear paths to achieving that. In fact this tool can be used by a community without the need for complex levels of understanding into social research and can be used in a relatively low-tech way within a variety of settings. Therefore, the role of the outside agent can be to act as observer and identify ways in which they can help a community realize their mutually defined goals.

At the level of implementation the pattern can guide specific actions to be taken up by communities to include any number of projects defined by a community. For example, projects can be anything from a system of check dams used to provide electricity to power a rural village; another project could be the construction of a primary school or health center for women. They can include the creation of farming cooperatives to ensure the community not only achieves the ability to provide sustenance, but can then also generate income by selling their products outside their geographical community.

Undoubtedly the use of this pattern at this level will be context specific and must be shaped by the various needs and desires, and including the capacities and capabilities of peoples seeking to pursue this pattern of development. This recognizes that not all communities possess the same needs or desires, nor do the posses the same levels of capacity or capabilities. Therefore in one community where the level of civic capacity is high, as well as a great deal of cohesion and participation among community members, then a more autonomous approach to development is going to be more easily realized.

Yet, to a community that lack a certain level of capacity and cohesion it may be necessary for the community to seek the assistance of an outside agent to facilitate in the process. This could include consciousness raising, financial support, transfer of knowledge and so forth, but fundamentally any such assistance must be a result of the wishes of the community and brought forth based upon the terms and desires of those these plans are meant to assist.

There may however, be situations in which such a pattern may not be at all viable, or only very minimally. This is particularly true in situations of displacement, through war, famine or other outside forces that breaks a necessary level of cohesion due to fissure in the very nature of their communal ties, and thereby fragmenting the people’s capacity to coordinate and act collectively. In these situations, the pattern may still be utilized but it will be much more of a goal to be actualized by development agents who are seeking to ameliorate the problems associated with fragmented communities. The pattern thus becomes a guiding force for the interventionist, and care must be taken not to cross the boundary of creating development dependence among peoples.

In these situations it can also be potentially problematic as it can be difficult for agencies to relinquish control over development initiatives as community reconstitute themselves and gain a level of independence and cohesion that would allow for them to participate in a process of autonomous development. And since its difficult to say when the work of an NGO is done in area there remains this tendency maintain a role of interventionism long after a community has acquired the capacity to define their own goals. It therefore begins to become the kind of development the outsiders envision and not that of the community.

Thus, this pattern not only becomes an orientation to community driven development but an orientation and guide by which NGOs themselves can pursue a process to empower communities by emphasizing any number of projects designed to empower peoples to regain control over their lives in the wake of a rapidly modernizing world.

Solution: 

First, those among the professional development community should not always assume that a community wishes to be or needs to be developed. Rather support to communities should be pursed based on invitation. For the communities themselves this is an opportunity to empower themselves and to project the ways in which they wish to interact and be defined in the process of modernization that is going on everywhere. It is an opportunity to exert their own sense of identity and influence their livelihoods as best and most effectively as possible in the face of so many outside forces that are consciously and unconsciously seeking to define their collective futures.

When pursuing a development project peoples must come together, discuss, plan and decide what they want. If the community chooses to maintain a traditional way of life it becomes up to them on how they will protect that. And in the event that a community does seek outside assistance it is up to them to define the nature and terms of that relationship to those working with them from the outside. And for those with a low-capacity for truly implementing such an approach any initiative must incorporate the necessity of capacity building for communities to achieve a level in which they can envision their own development. Ultimately, the realization of a community’s independence rather than dependence in this world should be at the fore in such circumstances.

Verbiage for pattern card: 

Development initiatives are often designed and implemented by outside professionals, politicians and wealthy elites. Neither community empowerment nor fundamental sustainability plays a central role in many of these interventionist projects. Communities must take the opportunity to proactively assert their own paradigm and to exert their own sense of identity and influence in the face of outside forces attempting to define their collective futures.

Pattern status: 
Released
Information about introductory graphic: 
Wikimedia Commons

Self-Help Groups

Pattern ID: 
762
Pattern number within this pattern set: 
105
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

Individual capacity among poor peoples in the developing world, particularly women to establish credit and develop self-sufficient businesses is problematic. Lack of assets, and stable employment lends a view that these peoples are not credit worthy, thus they are barred from a variety of economic opportunities.

Context: 

Organizing groups to support collective and individual credit acquisition, as well as formal and informal skills training can assist peoples in accessing the capital necessary to initiate small businesses and ultimately help build livelihoods for families and communities.

Discussion: 

A very basic description of the Self-Help Group (SHG) has been summarized by the Rural Finance Learning Center. According to their definition: " Self-help groups are usually informal clubs or associations of people who choose to come together to find ways to improve their life situations. One of the most useful roles for a self-help group is to provide its members with opportunities to save and borrow and it can act as a conduit for formal banking services to reach their members. Such groups can provide a guarantee system for members who borrow or they may develop into small village banks in their own right. In rural areas self-help groups may be the only way for people to access financial services " (2006).

The structure of the SHG is meant to provide mutual support to the participants by assisting one another in saving money, opening up cooperative banking accounts that help women and other peoples to build credit with a lending institution. The SHG also functions to support members through maintaining consistent contact among group members to aid the individual’s savings goals, to help support the creation of these micro-enterprises. Often the SHG helps in the conception of these businesses and even the implementation of these enterprises upon receipt of the micro-loan.

The SHG also supports accountability for ensuring that the loans are paid back and the SHG can continue to include other members and support greater access to credit and capital to those within their community. SHGs also provide a space which facilitates the discussion of many issues pertaining to the community’s socio-economic, educational and health status. Thus, the formation of this group provides a forum to initiate many participatory activities (including training and awareness camps).

This process has also shown to increase confidence among participants, and help support greater levels of decision-making status in their society, particularly within South Asia. This hopefully will encourage members to participate and contribute in general social and political matters in their respective villages.

As peoples are supported in building their credit they in turn are able to apply for micro-loans geared towards a number of self-sufficiency based business ventures. Many of the business commonly financed consist of seamstress shops, beautician parlors, and in the rural areas these business can be as diverse as natural healing clinics, chicken farms and aqua-culture projects, to silk weaving or any number of handcraft based ventures.

While a great number of SHGs have been initiated by communities themselves, many of the SHGs are implemented through the help of an NGO that can provide the initial information and support to establish these groups. Such information and support often consists of training people on how to manage bank accounts to include deposits, withdrawals and balancing of the cooperative and individual accounts. Similarly informal education regarding a number of possible trades can take place in order to build up the capabilities of the participants to function as business owners.

But the SHG has some instances shown problems that must be addressed when considering their use as a pattern of community empowerment. For instance, many of these people are in absolute poverty and the little that they do save can put a family in an already precarious financial situation in a worse of place.

Other issues revolve around the nature of work and the family in developing countries where the women are often the primary householder while the male is involved in work outside the house. The creation of these businesses often adds greater levels of work upon women as they are committed to the SHG and the creation of their business to support their income and yet their household duties are still expected to be met by their husbands. In these situations the pressures can be immense to juggle the business, household chores and the rearing of children.

However, in response to some of these problems many NGOs have sought to play a critical role in lessening that burden by offering school to children and thereby giving women members the ability to pursue their career goals by providing a place for their children to go while simultaneously providing education to those children that would otherwise be working at home. Despite some of the draw backs the role of the SHG is still a vital and growing component of bottom-up development, and hopefully eventuating self-designed development in the future

Solution: 

Despite the problems some of the participants have faced due to the changing nature of their socio-economic status; the SHGs offer one approach to create associations of support for some of the most economically marginalized groups within society. Through the desire of women and other members of the community these SHGs can provide an organized structure for providing employability and ownership for peoples otherwise left out.

Overall, communities themselves can act to develop similar groups (or with the aid of NGOs working in the area), as these programs can be realized with relatively little resources from the outside.

It should also be noted that the SHG is not a panacea to social and economic development, and should only be one part of a larger solution to addressing poverty in communities. Other patterns must be called in to address some of the social consequences that can arise from the creation of an SHG.

Careful attention must be paid particularly to women as they are often the primary benefactors of the SHG and yet the amount of work involved is no less stressful and difficult for them. Other steps might also be taken to addresses these issues to pursue and integrated approach to supporting development.

For an in-depth guide to SHGs see: A handbook for trainers on participatory local development: The Panchayati Raj model in India.

Verbiage for pattern card: 

Individual capacity among poor peoples in the developing world (particularly women) to establish credit and develop self-sufficient businesses is often unrealized. Organizing groups to secure collective and individual credit, and skills training, can help in accessing the capital needed to build businesses and livelihoods. Self-Help Groups offer one approach to create associations for economically marginalized groups.

Pattern status: 
Released
Information about introductory graphic: 
Image: Justin Smith

Online Anti-Poverty Community

Pattern ID: 
743
Pattern number within this pattern set: 
103
Penny Goldsmith
PovNet
Version: 
2
Problem: 

Anti-poverty advocates and activists are isolated in their own communities. They often do not have the communications and education and training resources they need to do their work. Poor people do not have the information they need to exercise control over their lives and get the resources to which they are entitled or to advocate effectively for themselves.

Lack of access to communication severely limits opportunities for building communities where poor people can help themselves access the resources they need and for advocates and activists in the anti-poverty community to be involved in organizing for social change locally, nationally and internationally.

Context: 

The players in this online movement include poor people and advocates involved with community advocacy groups, settlement workers, multicultural groups, seniors organizations, disability groups, legal aid, test case interveners, labor organizations, public libraries, women

Discussion: 

Poverty is a debilitating worldwide problem that affects poor people directly as well as society at large. Although access to information and resources is critical to overcoming poverty and alleviating the problems of people living in poverty, poor people and anti-poverty advocates traditionally have less access to the Internet and other communications technologies.

Although poverty and computers do not make for an obvious alliance, it is clear the two worlds must connect unless we want to have a society where access to information and resources is only for those who can afford it.

Public access sites are rarely adequate to satisfy public need; users need people to help them do online research and free printers to print out forms and information. Hosts of public access sites need funding to keep equipment up-to-date and tech support to keep computers and Internet connections running smoothly. Lack of access to communication makes it difficult to connect communities in the anti-poverty world outside their local regions.

PovNet is a non-profit society created in British Columbia, Canada in 1997. It is an online resource for anti-poverty advocates and poor people, created to assist poor people and advocates involved in the communities identified above through an integration of offline and online technology and resources.

PovNet works with advocates and activists across Canada involved in direct case work and social action and justice. Some of these groups include:

* The National Anti-Poverty Organization (http://www.napo-onap.ca/), a national voice for poor people, working to eliminate poverty in Canada

* The Canadian Centre for Policy Alternatives (http://www.policyalternatives.ca/), a left-wing think tank doing research for change in social policy

* Canadian Social Research Links (http://www.canadiansocialresearch.net/), an all-inclusive resource for social policy information about poverty in Canada

* DisAbled Women's Network of Ontario (http://dawn.thot.net/), an online inclusive community fostering virtual activism and individual empowerment locally and globally

* The Canadian Feminist Alliance for International Action (FAFIA) (http://www.fafia-afai.org/home.php), a coalition of over 50 Canadian women’s equality-seeking and related organizations organized to further women’s equality in Canada through domestic implementation of its international human rights commitments.

* The Toronto Disaster Relief Committee (TDRC) (http://www.tdrc.net/), a group of social policy, health care and housing experts, academics, business people, community health workers, social workers, AIDS activists, anti-poverty activists, people with homelessness experience, and members of the faith community who provide advocacy on housing and homelessness issues and lobby the Canadian government to end homelessness by implementing a fully funded National Housing Program.

PovNet has become an online home for advocates in BC and across Canada. Its Web site provides regularly updated information about issues and policy changes.

Using PovNet resources is an interactive process. Advocates learn the tools because they find them useful in order to do the social justice and case work that they care about; poor and otherwise marginalized people find the Web site when they need information that is relevant to their lives.

For example, PovNet email lists have grown over the years into invaluable resources for specific campaigns (for example the Raise the Rates campaigns in both Ontario and British Columbia to raise welfare rates). They also provide an online support network for advocates working in sometimes quite isolated areas in British Columbia or in other parts of Canada.

As one advocate put it: "I love the PovNet list - on the lighter side there's the kibitzing going on amongst the subscribers which often brings me to laughter - always a good thing in this job. On the serious side - the exchange of ideas and generous sharing of experience is a huge boon to those of us who often don't have time to pick up the phone to seek advice from our colleagues."

Another subscriber says: "The lists that I am a subscriber provide me with first-hand current information on what issues are affecting BC residents and/or newcomers. I am able to provide useful information and referrals to some of the requests coming through PovNet lists. They are an invaluable and efficient resource for community advocates, settlement and family workers, especially those issues that are time-sensitive and need an immediate response."

Other PovNet tools include a Web site which is updated once a month with new information, online education and training courses (PovNet U) for poor people (for example the course, "Be Your Own Advocate") and for advocates ("Introduction to Advocacy," "Disability Appeals" and "Tenants' Rights"), as well as an online space for anti-poverty community groups to have their own Web spaces, calendars, and discussion boards.

PovNet is a flexible in that it can adapt to needs as specific campaigns emerge. For example, we set up an email list for a new campaign to raise welfare rates, and created an online hub for papers and press releases when a group of anti-poverty activists traveled to the United Nations in Geneva to speak on behalf of the social and economic rights of poor people in Canada.

Building a successful online movement in anti-poverty communities includes, first and foremost, the people. Start by finding local community workers who want to broaden their connections, getting together key people (without computers) to talk about what is needed and identify the technological limitations, communicate with advocates and activists in diverse anti-poverty communities, both urban and rural, First Nations, aboriginal, different cultural communities, disability groups, women, youth, seniors, workers, human rights and anti-poverty workers, and international anti-poverty workers.

Then identify the barriers, which could include access to the technology (education, money, literacy, language), how to share information, resources and skills between "have" and "have-not" advocacy communities (e.g. community advocates and advocates in funded agencies, etc.), researching how to provide online resources in languages other than English and how to provide an online space for poor people to communicate and access information via public access sites and interactive Web-based resources.

Barriers for advocates and activists using PovNet tools have changed over the years. Initially, fear of technology was a big factor. But as advocates observed its use as a communications tool, they taught and continue to teach each other. Money for computers and printers is an ongoing problem; as the technology demands higher-end equipment. For example, advocates in rural communities with dialup access get frustrated with attachments that take up all their dialup time. The anti-poverty work becomes harder as governments slash social services; the advocates have fewer resources to do their work. Technology cannot address such needs.

Despite the difficulties, the network continues to grow, establish links with other organizations both in Canada and internationally, and exchange ideas and strategies for advancing social change.

Solution: 

The most effective online anti-poverty communities are constructed from the bottom up rather than the top down. Their resources are defined and created by advocates and poor people to address the need for online anti-poverty activism as it arises. Electronic resources can provide additional tools, but they are activated and made useful by the underlying human and locally based networks where the work of advocacy is actually being done.

Verbiage for pattern card: 

Because anti-poverty advocates and activists often don't have the education and training resources or communications they need, their opportunities for building communities are limited. At the same time, poor and marginalized people don't have the information they need to exercise control over their lives or get the resources they need. The most effective online anti-poverty communities are defined and created by advocates and poor people to address needs as they arise.

Pattern status: 
Released
Information about introductory graphic: 
PovNet

Community Animators

Pattern ID: 
752
Pattern number within this pattern set: 
102
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

Development professionals often find it difficult to adequately assess the broad spectrum of problems a community faces, as well as grasp and utilize the various assets the community has to work with. The lack of grassroots knowledge has proven problematic in that development schemes are often mismatched in scale and relevance to the community’s needs, abilities and liabilities. Thus the conceived solutions for encouraging community capacities and livelihoods fall short of their objectives.

Context: 

Through their lived experience, community members trained in assessment techniques and information gathering can provide contextual understandings of the assets and liabilities a community possesses that would otherwise go unnoticed to the outside professional. Similarly they can act as agent for the process of conscientization and subsequent mobilization for peoples to pursue change and empowerment.

Discussion: 

In response to the failures of 'top-down' approaches to development, a shift towards emphasizing participation and empowerment have begun to make their way into the mainstream of development practice. This move toward "bottom-up," "farmer-to-farmer," and "grassroots" communication has been a fundamental reorientation. Following, the 70s and 80s, years often associated with the dark ages of development a new light has come about through alternative practices that seek to employ the community’s themselves in defining their needs, mapping out there assets and coming to terms with their own liabilities.

Through a variety of participatory processes both community members and development professionals have had the opportunity to jointly design community improvement schemes that are both appropriate to the community's needs and wants, as well sustainable and empowering.

As a result of relative success, the role of the community animator has become an increasingly important component for enabling this process of cooperation and participation between the development practitioner and the community members themselves. In some ways the animator acts as both initiator and on-going advocate for his or her community's development through regular open communication with both community members and the representative staff working in the area.

In the past highly educated teams of researchers and development field workers would enter a community and employ any number of assessment tools to identify community needs. Some of which were participatory in nature (see Power Research pattern). Upon return to their offices these assessments would be used to design various projects ranging from indoor lavatories, to treadle pumps, to community telecenters. In many cases it was shown that these projects failed to support the kind of long-term growth in people’s livelihoods they were thought to bring. Rather than looking at what the community wanted or needed from their cultural and social point of reference; these professionals designed projects relative to their point of reference.

Instead of persisting with this paradigm, NGOs such as the Institute for Integrated Rural Development (IIRD) have pursued vigorous development campaigns in Bangladesh. In this example the community animator has become a central agent for helping to identifiy and express the needs and desires of a community, as well as initiating and supporting change to include, informal education, ideas for micro-enterprise, and even supporting the creation of women’s self-help groups that have enable a number of women in rural areas to gain access to credit and thus empower them to pursue economic generating activities.

Here organizations such as IIRD would send exploratory panels out to the communities, as a "get to know you" campaign. Over a period of time they would identify predominately young men and women that they would sponsor for further education. The pool of students would often serve as the primary group that would go on to perhaps become powerful community animators.

Not only were they given a valuable education they still retain those familial bonds to their community that often gives them an immediate advantage in having the lived experience of their particular area, as well the rapport of being a community member.

However, problems of jealousy and apprehension can be potentially problematic and it is important that groups and agencies that do seek to draw advocates from the field they seek to assist find ways to mitigate the potential social conflict that might arise. Unfortunately, it may not be possible to completely eliminate it. But it is perhaps a far better approach than previous alternatives

Solution: 

The community animator can act as a critical link between the community and any NGO Collaborator. It should be noted that by those in the field for social change that local citizens and activists can often better activate a community’s sentiments and bring about awareness for the possibility to realize change than an outsider who may be perceived to have little understanding of the real issues at stake.

Beyond the processes of concientization that a community animator can bring to the process; NGOs can also assist these community members in training for information gathering and needs assessments to help refine the basic kinds of projects and programs that might be of benefit to a community.

Verbiage for pattern card: 

Development professionals often find it difficult to adequately assess the broad spectrum of problems a community faces — or the various assets the community has to work with. This often means that development schemes are mismatched with the community's needs, abilities and liabilities. Community Animators can act as critical links and local citizens can often better activate a community to realize change than an outsider.

Pattern status: 
Released

Sustainability Appraisal

Pattern ID: 
748
Pattern number within this pattern set: 
100
Nick Plant
University of the West of England, Bristol
Version: 
2
Problem: 

There are many limitations to the take-up and use of information and communications technologies (ICT) in non-profit organisations. Technical, social and management issues are frequently involved, but the complex, inter-connected mix of factors at work is often confusing. There isn’t a common language for understanding and modelling a particular organisation’s situation. Furthermore, until understanding is achieved, action-planning and change is even more problematic. However, ideas of sustainability drawn from the worlds of sustainable development, sustainable communities and environmentalism are familiar to many civil society activists and non-profits. Can these ideas be imported to form a holistic sense-making framework for understanding non-profit ICT use? More important, can the use of sustainability indicators also help inform action-planning and change, on the basis that diagnosis is half way towards a cure?

Context: 

This pattern has emerged from extensive research, development and consulting on ICT in non-profit organisations (Plant, 2003). Non-profit organisations are key to organised social action and increasingly reliant on ICT in pursuing their missions, especially as they move from internal, efficiency-oriented, applications to those that support service delivery externally. But small non-profits are frequently vulnerable to, yet dependent upon, external expertise due to limited internal knowledge. Outside support is, furthermore, often technically-biased and solutions-focused. There is a need to facilitate internal capacity development and learning, especially on the organisational and political, not just technical, factors associated with ICT. The notion of sustainability as imported into this field embraces a holistic range of organisational, social and technical factors. These affect success and autonomy in the use of ICT, as well as technological longevity. The application of sustainability indicators to appraise ICT use in non-profits should interest both non-profit staff and outside helpers committed to a facilitative approach. Those needing a holistic understanding of a particular organisational situation, and those looking to move towards action-planning for change and improvement in ICT use, should benefit.

Discussion: 

A sustainability model was originally constructed, as an analytic abstraction for research purposes, to model the suggestion that three main factors, each with sub-factors, might explain sustainability or its absence in non-profit ICT.
The top-level factors were inspired by the triple bottom line in sustainable development (Henriques & Richardson, 2004) combined with information systems theory. They are associated with longevity (technical factors which affect IT quality and life expectancy), success (management factors which affect the overall impact of ICT use on the organisation) and autonomy (empowerment factors which affect the extent of appropriate relationships with outside expertise). A three-segment graphical representation was created to summarise and integrate these factors visually.

A method of appraising sustainability operationally in any given non-profit was derived from the theoretical model. A questionnaire asks respondents to agree or disagree with assertions associated with sustainability in each of the three main areas, using a five-point Likert scale. Drawing on Bell and Morse's (1999; 2003) approach to sustainability indicators, these qualitative responses are plotted on a three-segment diagram similar to the theoretical model. This results in a visual impression of sustainability, as subjectively interpreted by the organisational stakeholder(s) taking part.

A full "Information Systems Healthcheck" service was then designed (Plant, 2001). The consultant first gathers and preliminarily analyses sustainability appraisal data from completed questionnaires. A face-to-face meeting then takes place, at which feedback is offered, and the situational diagnosis is discussed with client representative(s). The consultation then moves towards initial action planning and change. Possible areas for improvement are drawn directly from the graphical sustainability appraisal "plot" and respondents’ annotations.

Specific action-plans that might bring about change and improvement are identified, focusing on segments where sustainability appears to be weakest. The follow-up to this part of the process involves a wider cross-section of the client organisation's staff being canvassed if possible in order to confirm, enrich or challenge the situational diagnosis and the action-planning steps emerging.

Evaluation of the healthcheck service suggests that it leads to new insight for client organisations. Key phrases appearing on evaluation questionnaires emphasise the strengths of a “completely outside perspective” that “forces the issue” to give participants an “understanding of context” and “make recommendations” from an “unbiased viewpoint” following “critical review”.

Insight appeared to be based largely on bringing to the surface ideas that were already latent within the organisation, newly articulated and legitimised as a result of the engagement. It was therefore argued that internal capacity can be unlocked by employing the external facilitator in the role of a ‘sounding board’. Drawing out multiple perspectives through this participative approach appeared particularly important.

The crucial requirement for the client to take ownership of the process cannot yet be taken for granted. For this reason and others, further action research is needed to confirm or challenge the findings. Follow-up work is time-consuming and demanding for clients, particularly if, as suggested during the healthcheck, the consultant’s definitions of ‘health’ and ‘sustainability’ are to be challenged, reviewed and appropriated to suit local conditions and culture.

The qualitative basis of this work also leads to its own challenges. The most effective sustainability appraisals have been those involving questionnaire responses from multiple stakeholders that express divergent views. Productive outcomes have resulted from the debate and discussion over the multiple subjective interpretations of sustainability that have emerged. Focusing on disagreement as well as agreement can of course generate conflict instead of consensus, so requires sensitive facilitation and careful management.

Furthermore, given that as follow-up clients are encouraged to engage organisational stakeholders at all levels (a move that could generally be considered ‘healthy’), such conflict can be problematic for those in less powerful positions. More generally, the process may influence the existing power balance; this could either be positive or negative in any given organisation. As a minimum, this possibility must be taken into account.

Solution: 

Sustainability ideas were originally imported into the non-profit ICT field in order to construct an explanatory model for research purposes, but their utility goes beyond this. The use of sustainability indicators has led to a practical grounded tool for understanding real-world non-profit ICT situations.

A common language for making sense of and modelling the organisational, social and technical factors involved in ICT sustainability in individual non-profits is now available.

But it has not only been used successfully to achieve situation diagnosis and understanding, it has also led non-profits towards practical action for change and improvement in ICT use. Although there is more work to be done, the core method, an "information systems healthcheck", involves a visual representation of sustainability that promotes accessibility, and a facilitative approach that can lead to empowerment and organisational learning. Furthermore, researchers concerned with industrial or other sectors have observed similarities with ideas such as capability maturity modelling, and this work may well have application beyond the non-profit sector.

Verbiage for pattern card: 

The adoption and use of information and communications technologies (ICT) present critical challenges to small non-profit organizations. The complex, interconnected mix of factors is often confusing. The idea of sustainability can be used to orient a holistic sense-making framework. Sustainability Appraisals promote inclusion and collaboration, and the facilitative approach can lead to empowerment and organizational learning.

Pattern status: 
Released
Information about introductory graphic: 
Nick Plant

Appreciative Collaboration

Pattern ID: 
741
Pattern number within this pattern set: 
99
Stewart Dutfield
Marist College
Version: 
2
Problem: 

Collaboration toward a shared goal is not always an uplifting experience; sometimes the problem is that there always seem to be problems. People can become discouraged in their work toward some common good. They suffer a dissonance between, on one hand, their enthusiasm for an uplifting cause and, on the other, the gritty reality of bringing it about. What seems at the outset to be a life-enhancing enterprise can produce frustration, burnout and turnover of group members.

Context: 

To pursue a shared goal is to seek a positive impact on the world: what David Cooperrider (1990) describes as a heliotropic movement, toward the light of a positive image of the future. As long as the group visualizes the positive contribution that its work will make, it will approach its work with optimism and hope. If pursuing the goal appears as the remediation of a deficit rather than movement toward a positive image, over time a focus on the negative will emerge.

Discussion: 

Conflict can affect a group of people positively or negatively; it can be functional or dysfunctional. Some level of conflict can lead to creativity, responsiveness to change, and learning from experience. Conflict becomes dysfunctional when it produces feelings of hostility, interferes with honest communication, and distracts from the shared goal. People become frustrated when conflict prevents them from achieving what they want to achieve. They may react through aggression, compromise or avoidance; each of these makes the situation worse than it was. The result is a diversion of the group’s attention to perceived problems with the collective enterprise: a language of deficit in which not merely the shared goal, but the group itself becomes a problem to be solved.

Geoffrey Bellman writes of the commitment, passion, and “aspiration for a larger life” (2000, p. 68) which energize people who seek to change the world for the better. If we can see the beauty in our collaborations, we can release the creativity that comes from a compelling vision of a future worth working for.

Human beings, the groups and organizations we work in, and the world we inhabit all contain the potential for this larger life. Through consistent attention to what is alive, and to what can be alive in the future, we can become more alive. The belief that that people are good and that they respond positively to being treated accordingly is well-grounded in research on the Pygmalion effect (Cooperrider, 1990). We respond to positive images of ourselves by regarding others more positively: by noticing their successes, remembering their strengths, and seeing challenges from a positive aspect.

An appreciative approach adopts a fourfold cycle of discovery, dreaming, design and destiny (Cooperrider & Whitney, 1999). It starts not by identifying a need or deficit, but by discovering the best of the current situation. It dreams or envisions what a better future might be, rather than analyzing what caused the deficit. In place of planning how to redress a deficit, it collectively constructs a design for a better future. Instead of acting to resolve a problem, this approach enacts a better future as its destiny.

To enact a better future suggests that a life-affirming end is a natural outcome of life-affirming means; we aspire to larger life in the world through larger life in ourselves and in our collaborations. If we learn to be drawn together by a positive image of each other, our collective effort “enhances the potential for creative, fresh human action toward a life-enhancing purpose” (Srivastva & Barrett, in Srivastva & Cooperrider, 1990, p. 386).

This can succeed if we continually revise our expectations of what we can achieve: to open new possibilities for ourselves, for those we collaborate with, and for the world we hope to improve. This requires that we continually learn by developing and revising “the norms, strategies and assumptions which specify what work gets done and what work is important to do” (Dixon, 1999, p. 48). We need to maintain a dialogue, with ourselves and others, about our individual and shared assumptions.

To better understand the value of others, we must suspend our own assumptions. People are seldom malicious or idiotic, but they often work from different assumptions; once we can understand these assumptions we can appreciate their value. For this reason, appreciating differences is critical to collaboration. Once we appreciate others’ concerns (Spinosa et al., 1997), we can embark on a dialogue about how to work together.

Appreciative collaboration assumes that differences are valuable, and focuses attention on what is positive in any situation; in place of a vocabulary of deficit, it offers a forward-looking language of hope. Combined with a clear shared vision, appreciative collaboration allows us to achieve life-affirming goals through life-affirming means.

Solution: 

Positive images of the future lead to positive actions. Consistently build positive expectations for the future on the basis of positive attributions to what has been achieved in the past. Constantly learn the value of others, and be prepared to change cherished assumptions if they undermine the larger life of the group.

Verbiage for pattern card: 

People working toward some common good can become discouraged when they experience the gritty reality of bringing it about. When the group visualizes the positive contribution that its work will make, it will approach its work with optimism and hope. Appreciative Collaboration encourages us to see the beauty in our collaborations, so we can release the creativity that comes from a compelling vision of a future worth working for.

Pattern status: 
Released

Informal Learning Groups

Pattern ID: 
757
Pattern number within this pattern set: 
98
Justin Smith
The Public Sphere Project & St. Mary's University
Version: 
2
Problem: 

Overemphasis upon formal education can lead to an oversight of alternative learning methods that could be more appropriate within certain contexts. Particularly, for adult populations looking to increase their understanding on relevant subjects, the option of pursuing formal training is not conducive due to the investment in time and extra resources it takes. As a result, people find it difficult to acquire the skills necessary for them to address a radically changing global economy, and thus many capable people continue to remain behind.

Context: 

In cities, in villages, in the work place, or an internet cafe, even in a coffee shop amongst friends, learning can and does take place. Individuals and groups of people can come together to share their knowledge in structured or non structured ways to actively engage one another to mutually build each others understandings. When other methods of learning are not available, and yet the skills necessary to gain better employment, or the building of awareness on specific issues facing a community are needed for achieving greater livelihoods; informal learning processes can serve as an effective alternate route to meet the needs of communites and individuals.

Discussion: 

In a variety of settings from the workplace to village level development initiatives, informal learning through group interactions and individual self-teaching can be an effective tool for developing new skill sets, alternative ideas and even new approaches to advancing livelihoods.

What is informal learning? There is a hot debate among many educators as to what it really is, especially since its practice has become more common place within developed countries as businesses and employees attempt to stay abreast with the latest developments in technologies, and management practices so that they can collectively and individually remain competitive in a market driven environment.

Definition:

  • Informal work-related adult education activities that take place without an instructor. Examples of such activities include on-the-job demonstrations by a supervisor or coworker; on-the-job mentoring or supervised training; self-paced study using books, videos, or computer-based software; attendance at brown-bag or informal presentations; and attendance at conferences, trade shows, or conventions related to one’s work or career (nces.ed.gov/programs/coe/glossary/i.asp).
  • Occurs in everyday life and may not even be recognized as learning by the individual. For example, using a television guide may not be equated by an individual as having learned how to use a table. Related concepts/terms include: incidental learning (www.nald.ca/adultlearningcourse/glossary.htm).

To better illustrate, here is a visual aid used to describe informal learning processes based upon information need.


It has been cited that, "Many times we can find the answer in the world around us, through either people, or formal courses, or bits of information. When it's not found (whether it doesn't exist or a search is incomplete), we go into a problem-solving mode. Then we need data, and analytical frameworks. If we do it in conjunction with others, we need collaboration and/or communication tools. Finally, if we solve it, we (should) close the loop by either adapting the materials to account for this problem in the future, or to create new material (Quinn, 2002)".

In the developing country, informal learning has gained a reputation as a tool for meeting a number of goals that not only include skills training, but also civic and health related education that can be acquired through individual inquiry, as well as through group interactions. Similarly, adult literacy projects that utilize an informal education approach (predominately among women populations) have gained increasing prevalence. In fact, women participants of local self-help groups often support one another through imparting knowledge to one another, they can help to tutor each other in their homes for building up literacy and educating each other on personal finance.

When done in a group context an informal learning project can consist of a number of group led demonstrations that relate to managing one’s personal finances, to starting a business, as well as how to use a computer for e-mail and even how to access your political representatives. The learning spaces are as dynamic and varied as the topics and the people often involved in them. Sometimes these groups are started through simple conversations among neighbors, or the group is seeded with support by an outside agency that brings some structure to the initial group development but after time allows the groups to be autonomous and define its own interests and pursuits.

Similarly, online learning groups can assist its members in learning new software, or computer programming. Take for instance the number of user forums dedicated to asking and answer technology related questions. This exchange among participants constitutes an informal learning group in which information is shared that ultimately builds upon the skills of the participants. In this online dialogue, individuals bring to the group their own experiences and expertise to share with other members of the group to help support a mutual sharing of knowledge. Even those not openly communicating with the group can benefit from finding answers to their own questions. As new doors are opened through this process new levels of curiosity emerge that can aid in the further participation in the group.

While these types of learning communities are contingent upon access to information technology; in other contexts these groups can meet within their geographical proximity. Community animator can act as a facilitator by asking participants questions that help them ask new questions or find answers to question that they may have not known how to answer before.

Regardless of how a group is organized the informal learning group serves two basic functions to provide access to information and knowledge creation as well as evoking a deeper level of individual curiosity among participants and to prompt them towards greater levels of self-enrichment, whether that be for financial gains or merely inner personal gains.

Though informal learning has gained greater focus over the years within development related education and beyond, technologies and access to information resources can make this pattern difficult to effectively utilize. While usage of these groups in development initiatives is high its difficult to ascertain whether or not they have had the level of benefit being represented through the increased effectiveness among employees with the corporations of more highly developed countries. While, this does not mean that informal learning groups are inadequate but it perhaps highlights the acceleration of learning possessed by those who have greater access to information on a larger scale. For this reason this pattern could be made more effective within a development related context through the linking with other patterns that emphasize technology infrastructure an alternative access to information for groups.

Solution: 

As an approach to improving the capacities of peoples involved in any number of development schemes designed to address local livelihoods, informal learning groups can provide an alternative avenue for supporting life-long learning spurring individual curiosities and the acquisition of new skills.

Community leaders, self-help groups, development agencies and local employers can all act as initiators in the upstart of informal learning groups and encourage and overall culture of participatory learning geared to meet the interests and needs of the community. All of these can be done through communities meetings, general or directed interactions during tea/coffee breaks, these opportunities can be pursued and developed at the local internet cafe or even time can be set aside by employers who realize the benefits of supporting a more educated and curious workforce.

Overall, the pattern tends to be mutually reinforcing as knowledge is created curiosity tends to be ignited furthering greater levels of self and group directed investigations. It's up to individuals, groups, communities and businesses to promote these endeavors, and thereby increase the intellectual capabilities of its local residents.

Verbiage for pattern card: 

Overemphasis on formal education can overshadow more appropriate learning methods. This is especially true for adults with time and money constraints. Informal Learning Groups can support life-long learning, skill-building, and curiosity. Community leaders, self-help groups, development agencies, and local employers can help launch educational projects that encourage a culture of participatory learning to meet community needs.

Pattern status: 
Released
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