Merry Christmas 2011

Light Up This Holiday Season

As we begin to say goodbye to 2011 and hello to the holidays that greet the end of one year and the beginning of a new one, I am writing to wish all my visitors and reader the warmest wishes for health, happiness, creativity, joy and love in these times. 

Christmas has been a special time for most of my life. In my family, the creative spirit is expressed most at the holidays with decorations, food, and the giving of gifts and time to each other and themselves. We read, watch movies, sleep, and care for ourselves and each other in ways that sometimes get a little neglected the rest of the year.  It’s the kind of spirit that, like many of the holiday songs suggest, really should be with us all year long. It’s also a time of gratitude for the things we have, a time of memoriam for those we lost or neglected, but mostly about the joy of coming together and giving of ourselves.

CENSEMaking has been a wonderful forum for expression, exploration of ideas, and a space to share reflections on what I see as the intersection of systems thinking, design, health and the ways we learn through engaging with it all. Thanks to all who’ve share their thoughts on the posts and added to them. It’s inspiring to consider how powerful the Internet is a force for sharing ideas, learning from each other, and meeting new people and I learned that more than ever this year.

For those of you celebrating Christmas, may it be merry.

For my friends of the Jewish faith, may your Hanukah celebrations continue with joy and light.

For those who are not of any particular faith tradition, may you find much in life to celebrate just because we don’t need a holiday to make our world bright.

In the bigger system of interactions, these small acts of kindness and good intention can make a substantial impact.

Complexity science shows us how small things working in consort can produce large effects.

Design offers us the means to channel these good acts and intentions into something positive.

And the act of creation is a sign of health.

How we make sense of it all is what brings us to life.

The warmest wishes of the season to all of you. — Cameron


Advice for a Scholar Seeking a Life in Academia

Educating the Academic

The need to train professionals, educate citizens and advance knowledge of our world has never been less, yet the academic environment where this takes place is changing at a pace where its easy to question what one is to do to contribute to its mission. In this continuing series on life in academia, I offer some advice for those seeking to join its ranks as I step away from this life after two decades spent immersed in it. 

As a professor at a world-class research university in a dynamic and challenging field of study I have the privilege of meeting some of the brightest young minds around. The many roles that a professor can take — as educator, learner, scientist, advocate or activist – are highly attractive to many of these ‘bright minds’ so it is no surprise that I get asked a lot about how they can join the academy.

Not surprisingly, many of them aspire to become full-time professors. In this latest instalment of the Alien Shores series looking at the changing world of academia I provide some advice for those interested in getting into the profession that I am about to transition away from.

Shortly after I started my undergraduate studies I discovered psychology and found a “home” for the ideas I had about organizing with people and making a splash in the world. Soon after learning about the field and the opportunities I came to the conclusion that I wanted to be a professor. Throughout my career I studied to be a professor, seeking to apprentice under my advisor, not just take direction. He was the Chair of my department and very generous with his time and knowledge, sharing much (within all appropriate and ethical bounds) about life in the academy. He gave me an unvarnished, true account of the ups and downs of academic life and prepared me as best he could for the challenges ahead. I studied and learned and watched everything and even then it only did me so much good. The field is changing so quickly and professorial life is transforming far faster than anyone thought.

So as I leave the profession in a full-time capacity, what can offer someone who, like me, wants to get into this line of work? To the scholar who seeks a life in academia I offer this:

1. The world outside of the university is a minefield: proceed with extreme caution and pack all the right equipment. I’ve been told by more than one leader in my field “you shouldn’t attempt community-based research until you have tenure“. They were right. But I am very glad I didn’t listen and tried it out, but then my risk tolerance is a bit skewed.In terms of logistics, CBR consumes vast amount of time, is poorly appreciated, nearly impossible to resource appropriately, has time schedules that wreak havoc on your life, and offers nowhere near the academic value commensurate with the energy involved. It is also fun, creative and connects you to the world in ways that traditional research can rarely do. When you are starting out it is very difficult to weigh the pros and cons of doing this kind of work so my advice is, if you’re going to do CBR, get a team — a good one — and find collaborators with experience who can help you along. It is very hard to go it alone.

How about knowledge translation? If you want to get your knowledge into anything other than a report, academic journal or conference presentation, you are on your own unless KT is the explicit focus of your research. Why? It is hard, has little value inside the academy and you will not be given the supports to do it anywhere close to the way it deserves. At the same time, it too is fun. Among the highest honours I’ve been given is when people — the public, practitioners, or policy makers (even other academics) — tell me that they used something that I developed to solve a problem and it added value to their work. I care far less if people find my work clever, exquisitely crafted, or even “cutting edge” if it doesn’t lead to use at the end of the day.

Like CBR, find like minds and work together. Network and build on to the communities of people who are interested in your work and pay no heed to the naysayers. I’ve been told that the Internet had no future for helping people change behaviour and now regularly get challenged on my use of social media as a legitimate tool for KT. If you are reading this, then you already know that this medium works. Is it better than other tools? That depends and that’s why we do the work — to find out.

2. Don’t believe everything you read, see or hear from leaders in your institution or field. It’s too easy (and natural) to look at the head of an organization and take what they say as representing the direction they are heading. I would take the words of a senior director with a funding agency, university president, Dean or politician to heart and expect to see the changes that they spoke of. They aren’t lying, but the mechanism they use is flawed. In academia, nearly everything is directed through peer review, meaning that leadership might define the problems, but researchers determine the manner in which they are solved.

I recall sitting on a grant review panel where one of the criteria for a strong grant was a clear knowledge translation plan and seeing proposal after proposal being lauded as excellent with KT plans that included nothing more than a commitment to write the findings in a peer review journal or present at a conference. I spoke up and challenged these as weak examples of KT and the panel review coordinator agreed, but my peers saw that as appropriate and therefore the projects were favourably rated. Why would academics see it this way? See #1.

3. Your peers are your allies and your enemy. Innovation is nearly impossible by peer review. Despite challenges and commentaries on the weakness of the system, it persists and thrives in academia. Peer review has been challenged as sexist (PDF), dangerous, and almost antithetical to innovation. By its very nature, peer review is designed to judge research based on the best current evidence and the status quo, not by what could be. Indeed, to judge a proposal by imaginaries created from possible futures, rather than evidence is tantamount to academic misconduct in the peer review system.

If peer review was a drug it would never be allowed onto the market - Drummond Rennie, deputy editor of the Journal Of the American Medical Association (cited in Smith (2010))

A descriptive analysis of submissions to peer reviewed academic journals found little reason to believe that the editorial peer review process improves the quality of research presented in the literature. They conclude:

At present, little empirical evidence is available to support the use of editorial peer review as a mechanism to ensure quality of biomedical research. (Jefferson et al. (2007))

Much more research is needed on this, but the work done to date isn’t positive for those seeking to do things differently. At the same time, in actually doing research, peers can be extremely useful and even necessary to getting things done and done well (see point #1). Finding some intellectual or practice peers is a critical step towards warding off loneliness in a profession that can be extremely isolating if you let it. Many academics are saddled with being the only person that studies “X” in their department, providing few allies. Find your tribe, wherever they are in and out of academia or your department or institution. Joining professional societies and getting active in them is a great way to ‘hang with your peeps’ that have common interests and build your network.

Your peers are your allies, but they are also your enemies. And as the comic Pogo quoted:

I have met the enemy and he is us

4. It doesn’t get better (unless you make it so). The anti-bullying movement directed towards the gay and lesbian community is framed around the idea that it gets better. Maybe for them, but the same rules are far from true within academia. Too often have I see people drawn by the idea that things get better once you get a long-term contract, or a tenure-track position, or tenure, or a promotion, or a grant or a publication… and all of that is one big lie. I have watched people work just as hard if not more so with success and achieve little in the way of happiness or change in status. In my last two years  as a F/T professor I had over $2M in grants and published more than a dozen peer-reviewed papers, book chapters and monographs, while supervising a team of more than 23 full-time people. I got a teaching award*, a raise, and invitations to speak at keynote events. I was as successful as I ever was going to get and I was getting more miserable by the day.

Once the initial glean of the publication or successful grant application wears off, it is back to normal. This is traditional behavioural economics research and stands up in practice.

Why is this the case? Partly, because the degrees of difference between the work is so hard to perceive and the scales that people use to judge work is highly skewed, everything gets treated the same or we use conventional scales to measure unconventional products. In some places, a $500K contract is viewed less positively than a $100K peer-reviewed grant (see previous points for reasons), which is disheartening to see or experience. Also, because it is so difficult to judge the impact of a paper, they are all viewed in the same light so your Magnum opus might be treated the same as a paper you cared very little about. No one cares like you do and that is sometimes difficult to accept.

(* The teaching award was an exception, that did more to buoy my spirits than anything I’ve experienced in my career, largely because it was completely from the heart by a group of students and faculty who went out of their way to say “thanks”. That was one of those cases where simply being nominated meant the world to me. That I won was just icing).

5. Make small changes often, rather than rock the boat at once. When I became a professor, I knew from day #1 what kind of things I wanted to see different. That we have students — particularly graduate students — sitting in desks in rows listening to someone talk at them for hours is an afront to learning. Armed with educational theory,  two certificates in post-secondary teaching, experience teaching in secondary school, and years of experience as a student, I was going to change the classroom. Having done lots of research, studied knowledge translation, and worked in the community, I was ready to transform the way research could be done. In both cases, I jumped in full-tilt within the means I had available.

And then the system bit back.

It wasn’t so much that anyone or thing resisted, but rather massive change at once is stressful and it was hard to handle all the unexpected consequences of making major changes simultaneously. I study complexity and teach behaviour change so I should know better. If I was to start again, I’d still do it all — but just in smaller chunks over time. But then, I knew I didn’t have much time so that might be part of the problem.

6. Figure out who you want to love you, because it can’t be everyone. Jack of All Trades is a very lonely person inside the university walls, and is loved outside of them. Academia rewards (and punishes) the expert. When you are the right fit, your specialization is golden. “Great, we were looking for someone who studies this exact ______” is wonderful to hear when you are at the institution — maybe one of a handful in the world — that is looking to hire someone with that specific set of skills and interests. There is a lot of ego-stroking in academia when you first get called “an expert” and that is a big part of the problem. We want to be loved and respected, we’ve worked pretty damn hard to be good at something, and we want the recognition. Being an ‘expert’ gives some of this to us.

But if you want to have impact outside in the world, your expertise is going to be limited. That’s OK, but one has to remember that it is indeed rare when someone presents with a highly specialized topic that is widely accessible outside of academia. Broad-based skills are useful in the world beyond the academy and are easier for n0n-academics to comprehend. Thus, people either need to be skilled communicators outright or do the kind of work that is relevant to the community from the outset, using the language of that community. The public — or other professionals or policy makers — will love you, but not necessarily the academy. It’s reasons why fields like community development, program evaluation, social design, and health promotion have a hard go of it in academia: they comprehensive fields that tend towards breadth, not depth. Yet, these skills are needed desperately to solve a certain class of problems. Both specialization and broad-based scholarly skills are useful, its just they are not appreciated equally in all settings.

Telly Sevalas’ Kojak character would ask: “who loves ya, baby?“. You need to ask the same question and accept that it won’t be everyone.

7. You can learn a lot from the military. For many of us in academia, the thought of modeling ourselves after the military in any way is a bit unpalatable. Yet, if you can get past the armed conflict part of their work, military folk have a lot of lessons to teach us faculty. Here are some of them:

- You cannot successfully fight on any more than two fronts at the same time. Thus, if you want to develop diversified program of research, it needs to have two major themes and no more. I had three major programs of research and it was too hard to manage. By program of research, I mean a series of linked projects operating under one general theme — the kind of thing that you will be asked to articulate when you apply for a career award or certain grants. I was too ambitious and excited and it was costly in terms of my mental health and wellbeing.

- “No battle plan survives contact with the enemy” (see points #3 and #8 to identify the enemy — hint: its you and me). You can’t plan your career with an expectation that it will unfold as you outline. Plans are just vague roadmaps to keep you pointed in a direction, not a vision of the exact future ahead. One has to approach the work as developmental in nature.

- Protect your supply lines. From Ghengis Khan to Napoleon to Hitler, the lessons of protect your supply lines comes through in the history books (along with “don’t be a mass-murdering megalomaniac psychopath”). You need to plan for a long haul and make sure that you have the supplies — people, equipment, social support, and emotional fortitude — to operate in cycles that often go in years, not months. For example, taking on a student as an advisor means that you need to have the future supplies for the work itself (1-5 years or more of direct contact depending on the degree) and the years afterward when they apply to graduate school, jobs, grants and beyond.

Academia is designed for the tenured professor who is dedicating a life to the institution and the profession, but the reality is that there is little support for these roles. Thus, you are asked to supply a set of projects and studies that may require you respond to questions, publish papers, or support trainees and staff in various ways well beyond the funding cycle or your contract.

8. Determine how much your soul is worth and price it accordingly. Academia is not a job-space, it is a calling. If you’re thinking of clocking in 9-5 and leaving what you do at the office at the end of the day you are in the wrong business. Indeed, you probably won’t do good work because ideas come at all hours and they need attention when they ask for it. The freedom that comes from this job is a blessing and curse and how it plays out is really up to you. I personally have no problem diving in full-tilt in a period of flow to my work, but it needs to be done consciously and with permission. Otherwise, your friendships, love life, relationships with family and yourself will suffer, sometimes greatly. I know this firsthand.

While I dropped a lot of things from my sometimes unreasonable standards I did decide where my line was and stuck to it. There was one project that I steadfastly refused to rush, skimp on, reduce or limit and I held fast to that. There were a handful of people who I also would ensure they had my fullest attention whenever I met with them no matter what. These were staff or students whom I would give priority to over anything else and I hoped would never feel that I rushed them or ignored them. That was the price of my soul. When career demands started to haggle with me on this price most vociferously, I knew it was time to go. You need to know when your time to go is or be prepared to hold your price.

9. Treat your gas tank like you would handle winter driving conditions (always leave something in the tank). Going all out is something of myth — “give it 110%”, “winners never quit”, “give it your all”. It never stops. When I started, there were a few “quiet times of year” in the academic calendar. Usually early November, January and February, May and July. Now, that doesn’t exist. New Year’s Eve between 11pm and 1am is about it for quiet in the life of an academic. You can keep on going all the time if you allow work to drive your life and demand you use the full tank of gas. The emails rarely stop, the funding opportunities are never-ending, and there are always manuscripts to write, read and review. No matter what kind of joy you derive from your work, always leave something in reserve. Just like winter driving in Canada — you need a little gas left in the tank both for safety, but to ensure that your fuel lines don’t freeze (see supply lines issue above).

I, too often, gave it my all and suffered for it. By “all” I don’t mean hold back creative energy, passion, enthusiasm, or yourself, but rather make sure that you can replenish what you have in whatever way possible. Take a day (or a few) off, read for fun, or exercise (see next point). It need not be a lot, but do something to leave something in the tank and know when you’re getting low. You’ll always be asked to give more; resist.

10. Get out…a lot. Exercise. No really, do it. See movies, listen to music, watch plays, get physical with people in any way appropriate and possible. Use your body, mind and soul to extend outside of your work. See the world that you’re trying to influence even if that influence is a long way from the lab bench you work at or theoretical proposition you are putting forth. My biggest failings were letting work take over too often and neglecting the parts of myself that were important. Your important others — partners, children, friends, pets — will let you know in obvious or subtle ways that you’re neglecting them, but that message can only be heard if you are attentive. As for yourself? That’s even harder as the internal voice can be easily squelched or rationalized out. And if you lose yourself, you’re not much to anyone else.

What makes academic work so insidious from a self-care standpoint is that there are rewards for working hard – more grants, more publications, more recognition — but as you’ll not from #4, the yellow brick road only leads to Oz.

If you’ve read this far, you are either determined to learn about academia or in need of much more to read in your life. So if you are looking for something a little more inspirational, I would recommend the following:

PhD Comics. Yorge Cham’s delightful take on academia is so funny because it is so close to reality.

Dance Your PhD: There are a lot of efforts out there to make even the most arcane subject matter entertaining. Scour the web and delight in some of the most ridiculous things you’ll see tied to your dissertation topic and its a few minutes — or hours — well wasted.

An academic life is not for everyone, but it can be a wonderful space if you’re prepared. Do your research (on the job itself), be true to yourself and those close to you, and get supports. If you do and bring a smile to your day, you’ll probably do OK in this life.


(Un)Building a Mystery: Peeking Behind the Curtain in the Academic Land of Oz

Mystery by UK Tara

The gap between what academics do and what those outside of the academy think they do is enormous. The mysteriousness and elite status that universities enjoy may actually serve to undermine the very values of inquiry and education that it seeks to promote. In this second in series of posts on academic life, I take you  behind the curtain of Academic Land of Oz to illustrate what life for at least one professor looks like.

‘Cause you’re working
Building a mystery
Holding on and holding it in
Yeah you’re working
Building a mystery
And choosing so carefully

- Sarah McLachlan, Building a Mystery, from the album Surfacing

The academic world has been my home for my entire adult life and one that I helped to build and shape along with my peers with the aim of making a contribution to our collective knowledge, the education of (mostly) young professionals, and hopefully enriching all of our lives along the way with insight drawn from research. This is what the public thinks happens in universities and, to a large extent, they are right. But the way this is done, the roles people play, and the manner in which the academic system is designed and operates is as much of a mystery you will find in our society. But perhaps its time to (un)build it**.

And unlike the Wizard of Oz, this mystery does more to harm those both building it and experiencing it from the outside. How? In part, because times are changing quickly and public institutions along with it. When times are tight, there is little appetite to support professors sitting in their offices, thinking deep thoughts, doing research that has tangential value for society, teaching badly to undergrads and only to small groups of grad students, and taking four months off in the summer and three during the December holidays.

The first part of the problem is that this perception is widely off the mark from reality.

The second part is that universities seem to be doing a poor job of correcting this perception.

For starters, universities are investing a lot less in faculty than people think. In my six years, my university itself only picked up only a small portion of my salary. The rest was through a philanthropic donation, salary awards I earned from both government-funded research programs (e.g., the Canadian Institutes of Health Research), contracts with community service groups, or sometimes from grants. Unlike other countries, Canada doesn’t have a system where investigators can easily draw a salary from the operating grants they receive. Thus, I could afford research assistants, equipment and travel, so long as I didn’t get paid.

To cover this, I had to get separate career awards to pay for my salary and as these awards typically covered less than 50% of my wage, I needed multiple revenue streams at the same time. This meant writing 2-3 times the number of grants that a tenured faculty would have to write. To make matters worse, there are a lot more people in my position than there are tenured faculty so the competition was and is stiff.

In the current CAUT Bulletin, Tom Booth writes about this further in the context of academic freedom and the US system:

It is disturbing to note that only 41 per cent of faculty members in universities in the U.S. are tenured or tenure stream. The majority of those will be retiring in the next 10 years and unless the current trend to replace tenured academic staff with non-tenure track appointments is reversed, the next decade will likely see tenured faculty representing only 20 per cent of American university teaching and research staff.

Earlier research by Harold Bauder (PDF) on academic labour segmentation in Canada found, among other things:

In Canada, academic labour has been depreciating over the previous decades. For example, faculty salaries declined relative to total expenditures of universities, from more than 31 percent in the late 1970s to roughly 19 percent in 2004 (CAUT, 2006, 4). In addition, the faculty-student ratio at Canadian universities has changed. While in the 1992-1993 academic year there were on average only 18.8 full-time students for every full-time faculty member, eleven years later there were 23.7 (CAUT, 2006, 51).

For more on the problematic faculty math in Canada, check out the CAUT’s report on the state of university teaching (PDF).

But the research side of the equation isn’t faring much better. Last February I profiled the declining state of things in the United States, which is mirroring Canada. Scientists Johannes Wheeldon and Richard Gordon recently pointed this out in a column in the Huffington Post, stating:

The role of research funding to an academic’s career has never been more important, and yet there is an emerging consensus that the way we organize our system of research grants is broken. While concerns about Canada’s model of research funding are longstanding, in recent years they have become increasingly stark. These include perpetual underfundingcharges of bias, and an over-reliance on the peer review system, which favours orthodoxy over innovation.

In short: if you’re a young researcher your share of the funding pie is smaller than ever. If you want to innovate, your prospects are even worse.

Yes, but what about academic freedom? That does exist, for now. In all my years at my university my boss (the Chair or Director) came to visit me only a handful of times. No one checks when I arrive or leave, nobody even cares if I work from home or a desert island. As long as I show up for my teaching duties, respect academic procedures, and continue to produce good research, the university system doesn’t much care what I do with my day-to-day activities. That is a real blessing and supports creative thinking about big problems.

Yet, while I could sleep in almost any day, I never did. I could take a long weekend anytime, but instead was in the office. Visiting a cottage? Sure, so long as there was Internet access and plugs for a laptop. See the world! — just make sure you keep on top of your email. Family time is wonderful as long as there’s time to write before and after. My average workweek was 90 hours for the past two years. And while work does inspire me, too much of anything is not good for long periods of time. Oh yes, and did I mention that I study health promotion? The power of social norms, and of what Pierre Bourdieu calls habitus, is akin to the Death Star‘s tractor beam, only you don’t see it; it’s deep within us.

None of these were enforced activities, but they are the norm. My faculty colleagues — young and old, tenured or not — work long hours all year. The system is set up for it. For example, the Tri-Council grants in Canada — SSHRC, CIHR, and NSERC – and many of the major health charities that fund research all have deadlines that require registration (pre-proposals) at times between August 15th and October 30th, which happens to coincide with things like: 1) summer vacation for most North Americans and Europeans (in August and the months before when you organize the research plan), 2) start of classes and the academic year, 3) orientation of new students, and 4) student awards and bursaries (for which we serve as referees to write letters of support). Just try and get a date for anything longer than lunch with an academic doing research during this time.

Grading? Our exams and papers are due at my institution on December 21, which means Hanukah, Christmas, Kwanzaa, and New Years Day are all grading holidays. Pass the gravy on this turkey.

And we are the ones who invented this system!

None of what I am writing is meant to garner sympathy for me personally. I made these choices in my career with a hope it would lead to something good for the world, myself and those I care about. Sometimes I succeeded and others not, but they were my choices that I live with, whether wise or not. What I am doing is trying to paint the picture for others about the environment that I and other faculty and staff like me live in every day. This is not the idyllic life that the public thinks it is. And while the professor is still among the most respected professions out there, it will fall flat if times get tight and people are looking for more for less and we faculty are seen (misguidedly) as having more while others have less.

But what about pay? That’s a tricky one. I get a wage that I have no complaints about in absolute terms. I make well above the Canadian average, but not something that is anywhere close to being indexed to education. Considering I have 16 years of post-secondary education (education that I paid to have), I could have done a lot better going into other fields. But as a wise colleague of mine once said about pay in professor-dom: “you won’t get rich, but you’ll never be poor” . That counts for something.

At the same time, on an hourly basis, my pay goes downhill. And at some point, time becomes worth far more than anything I have to offer financially. I also have the support to spend money on my job. Indeed, teaching supplies, continuous learning, staff rewards (and continued education for them), and the incidentals from the job cost money for which there are few mechanism to pay from in most traditional centres. They come from somewhere and that’s the faculty member’s pocket, just as elementary and secondary school teachers often pay for school supplies. We believe so strongly in what we do we’ll do it without recognition or compensation.

We are a tribe that is as foreign to the public as the San people in Africa were to the first European explorers. But like a tribe  we have behaviours that are not always pro-social.

Academia has been considered gang-like in its behaviour:

Just as members of street gangs earn most of their livelihood from theft, academics gain most of theirs from careers. Being a member in good standing of a gang and a supergang is crucially important for advancement of one’s career. There is little chance of advancement in the academy without hard work, but flaunting membership in gang and clan can certainly supplement or even substitute for talent and intelligence. Clearly and repeatedly showing one’s loyalty to these groups can be most helpful in obtaining research grants and acceptance of publications, twin lifebloods of the academic career. – Scheff, T.J. (1995), Academic gangs. Crime, Law, and Social Change 23: 157-162.

It is a strange space to be in. Alien.

While I don’t particularly like the system we’ve created, it is what it is — today. But it can change if we — all of us — stop and pay attention to what it really is and work to make it what we want it to be. Well established institutions are hard to change because the practices within them are so deeply entrenched in a culture that is often accepted as is.

As this series unfolds, I’ll explore some more of these themes in detail.

The message to my fellow academics is this:

The modern university system has a lot of problems, yet our mandate and potential to contribute to the world through our research, teaching and social consulting is as big and needed as ever. Society needs us when we’re at our best, but we are doing more to undermine our best at our peril. We need to fix the system now otherwise forces beyond ourselves will force the changes on us in ways that may not be conducive to good scholarship, equity, and effective public service.

For those who like the system as it is, let me leave you with this quote from Guiseppe di Lampedusa’s bookThe Leopard:

 If we want things to stay as they are, things will have to change..

I don’t think we want things to stay as they are. But, we do want some things to stay the same.

This is the latest in the Alien Shores series of reflections on life in academia from one who is about to leave it.

* Photo Mystery by UKTara used under Creative Commons Licence from Deviant Art.

** and yes, I know that un-building is not correct use of the English language. But deconstruct, take down, demolish or pull apart don’t work here. I am using my academic privilege to make words up :)

Unravel the mystery and crank up Sarah McLachlan and think about what these words mean for our business…

Sarah McLachlan “Building a Mystery”: excerpt

You live in a church
Where you sleep with voodoo dolls
And you won’t give up the search
For the ghosts in the halls
You wear sandals in the snow
And a smile that won’t wash away
Can you look out the window
Without your shadow getting in the way?

You’re so beautiful
With an edge and charm
But so careful
When I’m in your arms

[Chorus]
‘Cause you’re working
Building a mystery
Holding on and holding it in
Yeah you’re working
Building a mystery
And choosing so carefully


The Alien Shores of Academia: Requiem for A Dream

Alien Shores, Alien Horizons

Aside from the church, the university remains among the oldest continuous institutions in our society.  Like the church, universities are facing challenges from massive changes in the way society views knowledge, authority and the role of the credentialed leader. This post begins a series of personal reflections looking back on a career in academia and the start of a discussion on what its future is in light of the changing landscape for science, knowledge and training the future leaders of society. 

My entire adult life I dreamt of being a professor. I loved learning, teaching, and having the honor to serve society while being around those who felt the same (and still do). No job brings those things together like a university professor. On December 31st we say goodbye to 2011 and I say farewell to this dream as I begin a life as a full-time consultant outside the university. It is one of the biggest and exciting decisions I’ve made, but is not without some mixed feelings and a sense of sadness for what was, what is, and what could be. As I transition away from this world I worked so hard to get into and dreamed of for years I take pause to consider why I am leaving and what I am leaving behind.

When I was an undergrad I chose the university as my community, volunteering on student committees, forming associations, serving in student politics, and actively engaged in health promotion through work in peer counseling, outreach and social organizing. There was a time when my entire world was the university: I lived, ate, slept, studied, exercised, socialized and worked all in one place. It felt like home. Now it feels like an alien in many respects, prompting some reflection on the reasons why.

Context

It is not surprising that I chose a course of action with my life that would keep me involved with a university through a Masters degree, a doctorate and a post-doctorate and through to a role as a professor. I have spent six years as a full-time (non-tenure-track) faculty member at a leading North American academic research university with research programs that spanned both ends of the continent and a global health program that stretched from Canada to the Middle East. Although mine was primarily a research appointment, I was highly engaged in teaching and the educational mandate of my school and had the opportunity to supervise more than two dozen Masters level trainees and many doctoral students (some of whom I am still working with). My job was funded initially through a philanthropic donation to start a program in global eHealth (3 years) and then through a combination of grants, awards and contributions from my home university (3 years). I taught exclusively at the graduate level, although occasionally was asked to do  guest lectures in undergraduate courses.

My change in status was precipitated by the unavailability of funds from my home institution to continue contributing to my salary, effectively laying me off. While I could have continued to find grant funding, there were too many other reasons to decide to change and therefore I made the choice to leave the full-time academic life. The Alien Shores series, starting here, builds on reflections I’ve made over my career (and in particular the past 18 months) drawing on conversations with professors in North America and abroad from different disciplines, and senior administrators (Department Chairs, Deans, Vice-Presidents and others). While not a formal study, the ideas presented are not exclusively my own and are designed to reflect the academy in general, even if there is greater influence from the experience at one institution. All universities have their idosyncracies, but there remain common elements that are shared across them that I intend to focus on.

My journey: The great imagination

What drew me into academia was a vision that was partly a distortion and part of it a well-crafted, well-intentioned lie.

The distortion was the image of the professor engaged with her or his students, imparting knowledge gained from thoughtful research on an eager and enthusiastic student body. The reality share some of this, but was also comprised of:

…graduate courses filled with 25, 35, 45, 85 students crammed into rooms that were designed for teaching in the 1950′s;

…student supervision loads that involved taking between 5 and 10 students a year (as a primary advisor or committee member);

…minimal administrative support for teaching or research;

…administrative responsibilities that were almost Byzantine in their complexity and task orientation;

…a student body that was exhausted and struggling to balance the demands of coursework, home life and financial pressures the like no other generation has ever seen;

…an absence of clear guidelines on what was expected of me and my peers in a culture where you’re only as good as your last publication;

A joke goes like this:

FOUR REASONS WHY GOD NEVER GOT TENURE:

1. Only one major publication …
3. No references.
3. It wasn’t published in a refereed journal.
4. May be true he created the world, but what has he done since then?

There are more reasons, but these alone point to a major problem with academia and the “what is enough?” question. There are other issues, but these ones compounded on one another to the point where I questioned what kind of impact I was having and whether I would ever be granted the resources to do the kind of work that was demanded of me.

Faculty life is challenging not just on account of the demands, but that the academic world is so alien to anything else in our society. There are few professions where one is expected to develop 5-year plans with a two year employment contract or where you earn money to give to someone else who tells you what kind of conditions you should work under. Most people think of academia as a place where most faculty are paid by the university, teach as much as research, and get four months off in the summer. Nearly all of these are false, particularly in my field of public health. More than ever, faculty are bringing in their own money, work long hours, 6-7 days/week and are lucky if they get two weeks off in the summer that are not spent checking email or writing papers.

Indeed, this is an alien place and without some better understanding on behalf of the public, funders, and stakeholders, it may serve to alienate taxpayers. Universities are hallowed institutions of higher learning and research in an age where real education is hampered by a lack of instructional intimacy due to ballooning class sizes and changes in student-teacher relations and information is easily obtained through the Internet.

I thought that these two forces could be used for positive benefit in teaching and providing better knowledge translation of my research, but I was more often wrong than I was right. The ability to get it right and to bring the sense of purpose that was once a part of the university in sync with the modern information landscape and labour force market is going to be the key to the future of the university. In the coming days, I’ll share my reflections on what this future might look like by looking to both the past and the present. Stay tuned.

Stuck in the 80's? ...the 1880's?

** Photo Alien Shores, Alien Horizons by kr428 used under Creative Commons License from Flickr.


A Call to Evaluation Bloggers: Building A Better KT System

Time To Get Online...

Are you an evaluator and do you blog? If so, the American Evaluation Association wants to hear from you. This CENSEMaking post features an appeal to those who evaluate, blog and want to share their tips and tricks for helping create a better, stronger KT system. 

Build a better moustrap and the world will beat a path to your door — Attributed to Ralph Waldo Emerson

Knowledge translation in 2011 is a lot different than it was before we had social media, the Internet and direct-to-consumer publishing tools. We now have the opportunity to communicate directly to an audience and share our insights in ways that go beyond just technical reports and peer-reviewed publications, but closer to sharing our tacit knowledge. Blogs have become a powerful medium for doing this.

I’ve been blogging for a couple of years and quite enjoy it. As an evaluator, designer, researcher and health promoter I find it allows me to take different ideas and explore them in ways that more established media do not. I don’t need to have the idea perfect, or fully formed, or relevant to a narrow audience. I don’t need to worry about what my peers think or my editor, because I serve as the peer review, editor and publisher all at the same time.

I originally started blogging to share ideas with students and colleagues — just small things about the strange blend of topics I engage in that many don’t know about or understand or wanted to know more of. Concepts like complexity, design thinking, developmental evaluation, and health promotion can get kind of fuzzy or opaque for those outside of those various fields.

Blogs enable us to reach directly to an audience and provide a means of adaptive feedback on ideas that are novel. Using the comments, visit statistics, and direct messages sent to me from readers, I can gain some sense of what ideas are being taken up with people and which one’s resonate. That enables me to tailor my messages and amplify those parts that are of greater utility to a reader, thus increasing the likelihood that a message will be taken up. For CENSEMaking, the purpose is more self-motivated writing rather than trying to assess the “best” messages for the audience, however I have a series of other blogs that I use for projects as a KT tool. These are, in many cases, secured and by invitation only to the project team and stakeholders, but still look and feel like any normal blog.

WordPress (this site) and Posterous are my favorite blogging platforms.

As a KT tool, blogs are becoming more widely used. Sites like Research Blogging are large aggregations of blogs on research topics. Others, like this one, are designed for certain audiences and topics — even KT itself, like the KTExchange from the Research Into Action Action initiative at the University of Texas and MobilizeThis! from the Research Impact Knowledge Mobilization group at York University.

The American Evaluation Association has an interesting blog initiative led by AEA’s Executive Director Susan Kistler called AEA365, which is a tip-a-day blog for evaluators looking to learn more about who and what is happening in their field. A couple of years ago I contributed a post on using information technology and evaluation and was delighted at the response it received. So it reaches people. It’s for this reason that AEA is calling out to evaluation bloggers to contribute to the AEA365 blog with recommendations and examples for how blogging can be used for communications and KT. AEA365 aims to create small-bite pockets of information that are easily digestible by its audience.

If you are interested in contributing, the template for the blog is below, with my upcoming contribution to the AEA365 blog posted below that.

By embracing social media and the power to share ideas directly (and done so responsibly), we have a chance to come closer to realizing the KT dream of putting more effective, useful knowledge into the hands of those that can use it faster and engage those who are most interested and able to use that information more efficiently and humanely.

Interested in submitting a post to the AEA365 blog? Contact the AEA365 curators at aea365@eval.org.

Template for aea365 Blogger Posts (see below for an example)

[Introduce yourself by name, where you work, and the name of your blog]

Rad Resource – [your blog name here]: [describe your blog, explain its focus including the extent to which it is related to evaluation, and tell about how often new content is posted]

Hot Tips – favorite posts: [identify 3-5 posts that you believe highlighting your blogging, giving a direct link and a bit of detail for each (see example)]

  • [post 1]
  • [post 2]
  • Etc.

Lessons Learned – why I blog: [explain why you blog – what you find useful about it and the purpose for your blog and blogging. In particular, are you trying to inform stakeholders or clients? Get new clients? Provide a public service? Help students?]

Lessons Learned: [share at least one thing you have learned about blogging since you started]

Remember – stay under 450 words total please!

My potential contribution (with a title I just made up): Cameron Norman on Making Sense of Complexity, Design, Systems and Evaluation: CENSEMaking

Rad Resource – [CENSEMaking]: CENSEMaking is a play on the name of my research and design studio consultancy and on the concept of sensemaking, something evaluators help with all the time. CENSEMaking focuses on the interplay of systems and design thinking, health promotion and evaluation and weaves together ideas I find in current social issues, reflections on my practice as well as the evidence used to inform it. I aspire to post on CENSEMaking 2-3 times per week, although because it is done in a short-essay format, find the time can be a challenge.

Hot Tips – favorite posts:

  • What is Developmental Evaluation? This post came from a meeting of working group with Michael Quinn Patton and was fun to write because the original exercise that led to the content (described in the post) was so fun to do. It also provided an answer to a question I get asked all the time.
  • Visualizing Evaluation and Feedback. I believe that the better we can visualize complexity the more feedback we provide, the greater the opportunities we have for engaging others, and more evaluations will be utilized. This post was designed to provoke thinking about visualization and illustrate how its been creatively used to present complex data in interesting and accessible ways. My colleague and CENSE partner Andrea Yip has tried to do this with a visually oriented blog on health promoting design, which provides some other creative examples of ways to make ideas more appealing and data feel simpler.
  • Developmental Design and Human Services. Creating this post has sparked an entire line of inquiry for me on bridging DE and design that has since become a major focus for my work. This post became the first step in a larger journey.

Lessons Learned – why I blog: CENSEMaking originally served as an informal means of sharing my practice reflections with students and colleagues, but has since grown to serve as a tool for knowledge translation to a broader professional and lay audience. I aim to bridge the sometimes foggy world that things like evaluation inhabit  – particularly developmental evaluation – and the lived world of people whom evaluation serves.

Lessons Learned: Blogging is a fun way to explore your own thinking about evaluation and make friends along the way. I never expected to meet so many interesting people because they reached out after reading a blog post of mine or made a link to something I wrote. This has also led me to learn about so many other great bloggers, too. Give a little, get a lot in return and don’t try and make it perfect. Make it fun and authentic and that will do.

___

** Photo by digitalrob70 used under Creative Commons License from Flickr


How Systems and Design Thinking Can Address Violence Against Women

The Never Ending Campaign

Twenty-two years ago a 25-year old male walked into the Ecole Polytechnique in Montreal and killed 14 women in a hate crime that injured scores, devastated families and friends of the victims, wounded a school, city and country, and change my life forever. Today, men and women across Canada (and beyond) pause to take stock of the relations between the sexes, the role of violence in our society, and to honour women as they remember the events of that day.

I don’t remember where I was when I heard the news in its fullest. It came out in spurts as these things tend to do when there are so many unknowns happening and much activity. I did know that the enormity of what happened at the Ecole Polytechnique that December 6th took a long time to sink in. Reports on the news that there had been a shooting on a college campus were scary enough, but as  details emerged that it was women who were specifically targetted and as the depth of the carnage unfolded, I felt a profound sense of loss and kinship as many of the victims could have been my peers. This was not just a mourning for the victims themselves, but a loss of innocence (and ignorance) that I never regained. That day changed my life in ways that I wouldn’t come to understand until many years later.

The Montreal Massacre as it was called led me, for the first time in my life, to feel a sense of shame for what I was (a man), not just who I was or what I had done. I didn’t commit the crime, nor did I do anything to stoke the fires of hatred in Marc Lepine, but I started to question what role my society had in the killing and me by extension as male member of that society. That feeling of shame was profound, slow-building and completely opened myself up to a world that I had been too ignorant of. It raised many questions in me about sex, gender roles and my own place within both of those topics.

I was (and am) lucky. I had the fortune to be born into a family of strong women who cared for me and set great examples of what and who humans could be. From my Mom to my cousins, aunts and my grandmothers, I had a remarkable number of female role models to look up to. But I was also born into a society where sexist imagery, jokes, and patriarchal power dynamics were (and are) dominant. Without the openness to discuss these things, challenge them, and with few male role models who did, it was easy to absorb messages —  from mainstream media (movies, TV, magazines), the fashion world, professional sports, and pornography that portrayed women as subservient, sex objects (instead of sexual beings), and weaker-thans — and to hold those positions as unchallenged or taken in uncritically. It was hard to reconcile what I saw in my family with what I saw everywhere else, but somehow these poles just sat in my conscious and unconscious self.

December 6, 1989 changed that and brought those two perspectives into collision.

My world opened up that day and the role that sexism and violence plays in everyday life became apparent and obvious in ways it hadn’t before. Ever since then, the role that violence, sexism, inequality and the insidious ways that these forces are manifest has been at the front of my consciousness. I haven’t always known what to do with these issues, but I have tried to make a difference and continue to be true with myself and others in addressing them whenever I have an opportunity to. This has brought me to many moments with other men that have been uncomfortable; sometimes I’ve done the right thing and spoke out and other times I haven’t. I’m not proud of the latter moments, but I at least know what I didn’t do wasn’t helpful.

Being aware is the first step. But awareness is only a first step and as a researcher, designer, and citizen I demand more.

I have since come to understand those feelings I had that December day and channel them into something productive, but it wasn’t easy. For example, it is sometimes difficult to reconcile activities that are expressions of a certain type of masculinity with those that lead to sexist oppression or intimidation. Sports is a great example of highlighting the best and worst of masculine behaviour. It is too easy to jump towards oppressing men just as men have (sometimes unwittingly or unknowingly) oppressed women.  Attacking men isn’t the answer.

While I think I am aware of how my social position can negatively influence my interactions with others, I certainly do not have the answers for what to do. What I do know is that I need to be vigilant as the system that props up psychological and physical violence against women is powerful indeed. The White Ribbon Campaign (illustrated above) is laudable, but it is a short-burst effort to raise awareness. It isn’t 365 days long and in our minds it should be.

So what should the vigilant, conscientious man do? The following list comes from the Say No to Violence campaign which operates parallel to the White Ribbon Campaign in Canada. It suggests a series of small, but very important steps that men can tangibly take to address this issue in practical terms, but hints at a larger systems answer:

1.  Think about the kind of man you want to be: kind, responsible, one that shares equally in family life and respects women and girls.

2.  Be respectful towards women, girls, and other guys.  Sexism and homophobia hurts us all.

3. Ask first.  Whether it’s holding hands, kissing, or more, it’s important to communicate and seek consent.

4. Never use coercion, threats, or violence in your relationships with others.

5. Wear a white ribbon and pledge to never commit, condone, or remain silent about violence against women and girls. Visit our website to order ribbons.

6.  Teach your students and the youth in your community about gender equality and healthy, equal relationships.

7.  Be a good role model and share with the boys and young men around you the importance of respecting women and girls. Visitwww.itstartswithyou.ca to find out how.

8.  Learn about the impact of violence against women in your community.  Volunteer with a local shelter or a women’s organization.

9.  Challenge and speak out against hurtful language, sexist jokes, and bullying, in your school, community, workplace, or place of worship.

10.  Link your website to ours or place a banner for our It Starts With You Campaign on your website or blog and help us spread the word.

11.  Accept your role as a man in helping to end violence against women. It affects everyone.

12.  Start a White Ribbon Club or Campaign in your school or community. Visit our website to find out how.

13.  Order our awareness materials and help educate others in your school, community, or workplace about men’s violence against women and girls.

14.  Watch our collection of powerful digital stories to learn about the important connection between masculinity and gender equality.

15.  As a community leader, policy maker, funder, or NGO staff member, read our issue brief to learn about the important role that men and boys can play in ending gender-based violence.

16.  As a father or a family member, teaching the boys in your life about healthy equal relationships helps you do your part in creating healthy families and strengthening family bonds.

These suggestions all can help. Perhaps not surprisingly to readers of this blog, I would argue that there is a big role for systems and design thinking here. It’s one thing to be the change you wish to see in the world, but like Mohandas Ghandi who said this first, you need to change the system and design a strategy for doing it with others for that change to take root with others and spread. Campaigns like White Ribbon are one start. Another is to create the kind of sex and gender-positive organizations (including schools) that provide the scaffolding for allowing people to be themselves to the fullest without fear of violence, discrimination or abuse.

Yet another is to support women (and men) in being able to talk about these issues openly without judgement; design interaction spaces for dialogue just as some are trying with the occupy movement. As a man thinking back on the events of December 6th, 1989 I can remember feeling so alone in my ability to have conversations about the subject matter that didn’t resort into a guilt-trip (for being a man), seeing the event as the act of a lone, crazy individual (being dismissive), or just invoking a sense of despair at the complexity of it all (giving up). There was and is something that can be done. It’s just that it won’t change overnight and is an issue so entrenched into our society that it will be hard to untangle, but it can be done. This is a more wicked problem that it needs to be, but it nonetheless is one. In addressing its root causes and its superficial and deep consequences, we need to think bigger, smarter and act in ways that fit with a complex system.

So where to? From a systems perspective there are things we can do:

  1. Follow the list above — as many or as few items as possible — and do it as often as possible. Small, coordinated steps instill change in ways that don’t disrupt the system to create a backlash, nor does it let it the status quo rule;
  2. Share your experiences (maximize feedback, evaluate), learn from others and integrate this learning into your life and adapt your strategies based on this feedback. Keep changing, evolving and learning;
  3. Get diverse: bring in those that might have new perspectives and might not be the most obvious champions for women’s safety and gender equity and equality (improve learning). Some of the greatest insights and opportunities may come from going beyond the realm we’re familiar with;
  4. Find specific issues and topics that a wide range of people can see themselves in (create an attractor and probe) and make it something that people can self-organize around. Rather than ‘set the agenda’, throw out ideas and nurture the ones that people gravitate to and leverage that momentum into something that can emerge;
  5. Try being oblique (in your strategy). Consider indirect routes to tackling the issue as sometimes thorny, complex issues are best tackled indirectly through other channels (e.g., sports)
  6. Be persistent. Systems change doesn’t happen quickly except in times of great crisis and chaos and not always to our advantage. Steady and continuous will win the day.
From a designer’s perspective, we can help by determining the position of the problem and finding out what it really is.
  1. Spend time finding out what the problem is. Is it violence? Is it something that leads to violence? Is it a structure that leads to something that leads to violence? Asking why a LOT can help. Designers spend a lot of time problem finding.
  2. Frame the issue in the context of the people involved. Get empathic. Men, consider what life might be like living in fear of violence, being denied opportunities because of your sex, or what it would be like to have your value judged solely by how you look or what you could do for the opposite sex. Take sides — both sides — and see imagine what it is like to be a women who is stalked, abused, neglected or ignored. Alternatively, consider what it might be like for a man to get so caught up that he physically assaults someone he genuinely loves, or imagine what it would feel like not to have love at all and to hate those that do. Contemplate what it might be like to be a child to see the two people she or he loves most nearly kill one another in a rage that often feels like you caused it or growing up with the idea that another sex is inferior because that’s all you’ve been told. None of these are particularly pleasant, but only when we can see the whole issue — including that of victims and perpetrators and see them with empathy, compassion and understanding can we design solutions that might alleviate the problem;
  3. Develop solutions with those most affected –  and this might mean involving men more than women sometimes (which is the exact opposite of what we do now). The solutions might not reside in the most obvious place and maybe it means stepping out of the conventional spaces into something a little more uncomfortable, yet closer to the problem;
  4. Prototype. Try things out and evaluate what happens when you do something. Small, safe-fail experiments allow you to learn as you go rather than aim to change the entire system at once, offering a lot of options for innovation.

Today, as we remember the lives lost and damaged from the events of December 6th and the global challenge that this represents, consider taking up the challenge and perhaps together we can systems think and design our way to a healthier, more equitable world for men and women alike.

Imagine how we can create a system that makes the unthinkable truly so. As designers, envision what we could do if we engaged people in the design challenge to reimagine our sex and gender roles in a healthier image.

Yesterday, I wrote about how women are becoming the leaders in our complex world. The issue of violence against women is an area where men can step up and show some leadership too. Indeed, it is a space for all of us to take charge and lead. Let’s step it up.

And for men? Wear your ribbon proud today and carry that thought with you the remaining 364 days of the year.

White Ribbon, worn


Women and Leadership in Times of Complexity

We Can Do It by J. Howard Miller

“The Sisters Are Doin’ It For Themselves” – Aretha Franklin & The Eurythmics

The old cliches of where a woman’s place ought to be have changed to mean: anywhere she wants to be. Women are poised to drive change in the age of complexity leading us all to consider why this might be the case and what we can learn from it.

There was a time when women repeated the line in graphic artist J. Howard Miller‘s famous piece: We Can Do It! Now, as Aretha and Annie sing, they are doing it for themselves…and in spades. The ‘it’ is leading and innovating in times of great complexity and change and not necessarily by role, but by action. When the challenges of ‘wicked problems‘ become great and pervasive, it is women not men who are stepping up to lead and that might have a lot to do with design. How?

Design and design thinking is fundamentally about strategies used to create, shape and influence. There are many definitions of the concept, but generally speaking it is about finding / clarifying problems at their root, framing them within a larger context, and addressing them using empathic methods. Quite often this involves intense engagement with the issue and those whom the issue most affects and these are areas where women are doing well.

Drawing on the growing literature base on design thinking and a series of ongoing interviews I have done as part of the Design Thinking Foundations project, there are three areas that sit at the core of this way of approaching problems. As it turns out, women are pretty good at all of them:

  1. Empathy. Getting to learn more about the person / people who are designing for / with by stepping into their shoes is a powerful vehicle for gaining insight into the nature of the problem at hand, its frames, and possible ways forward. Research looking at males and females consistently shows women expressing higher levels of emotional empathy than men (e.g,  ). More recent work has begun to explore the ways in which women relate empathically to others, whereas men are more prone to what can be called Machevellian tendencies;
  2. Literacy. By this I refer to a constellation of skills that sit at the intersection of craft and knowledge to address a particular problem. A designer’s literacy most often includes creativity and the ability to analyze problems. These skills can fall within artistic realms, but also scientific and mathematical realms. Here in Canada, a recent report on the state of education finds that boys are lagging in literacy scores and, for the first time, science scores. They are tied with girls in math. The report (PDF-summary) adds greater weight to the shifting nature of boys and girls.
  3. Engagement. Designers — whether they are introverts or extroverts — need to be able to engage in diverse social situations in order to create useful products and services. Early work on online social networks is suggestive of this, building on a body of work looking at the strength of associations between gender, emotion and socialization (see 2010 chapter of the same name)

It used to be that women would express these three areas in social roles that were of lower status than men and generally following male leads (e.g., homemaker, assistant). However, the balance is starting to shift and women are no longer waiting for men to give things up, they are taking things for themselves. Indeed, women are becoming the new leaders and are designing themselves lives that will keep them in this position for the foreseeable future if indeed design is the new competitive advantage as has been suggested by Roger Martin at the Rotman School of Business in Toronto.

Lest we think this is isolated to Canada or the United States, the rise of women and girls is being seen globally. Earlier this year, the Economist explored how Asian women are marrying less and marrying later. One of the reasons is that they are no longer tied to men in the same way and are less willing to fill a role that sees them often as less than in their marriages. Indeed, Asian women are eschewing the practice altogether in rates never before seen and may be on the cusp of instilling deep and profound social change.

A lot of Asians are not marrying later. They are not marrying at all. Almost a third of Japanese women in their early 30s are unmarried; probably half of those will always be. Over one-fifth of Taiwanese women in their late 30s are single; most will never marry. In some places, rates of non-marriage are especially striking: in Bangkok, 20% of 40-44-year old women are not married; in Tokyo, 21%; among university graduates of that age in Singapore, 27%.(Economist,  August 20, 2011)

One of the reasons is that women are more often placed in roles of great social complexity in the family/social sphere, yet without the power to make key decisions. This might mean child raising (often held as the ideal example of complexity), negotiating and planning social engagements, and doing much of the emotional maintenance in relationships. While these are not universal and suggestive of stereotype, there are libraries full of research that have found these roles tend to be persistent and consistent across most Western countries. Until now.  These are also the kinds of skills that are needed in complex systems and to create means to navigate through them.

Women are no longer satisfied (nor should they be) with the roles assigned to them by men, but are shaping and crafting new ones for themselves and reclaiming and challenging outdated, sexist ones. A terrific example of this is the SlutWalk movement that started in Toronto in reaction to public statements by a police officer aimed at helping prevent rape that placed blame on victims, suggesting that women “stop dressing like sluts”. Here, women just took action and men followed.

As societies, we will (and do) need leaders and innovators who know how to manage complexity well and design solutions and women may be the first place to look because they are doing it already.


What is Developmental Evaluation?

Developmental evaluation (DE) is a problematic concept because it deals with a complex set of conditions and potential outcomes that differ from and challenge the orthodoxy in much of mainstream research and evaluation and makes it difficult to communicate. At a recent gathering of DE practitioners in Toronto, we were charged with coming up with an elevator pitch to describe DE to someone who wasn’t familiar with it; this is what I came up with. 

Developmental evaluation is an approach to understanding the activities of a program operating in dynamic, novel environments with complex interactions. It  focuses on innovation and strategic learning rather than standard outcomes and is as much a way of thinking about programs-in-context and the feedback they produce. The concept is an extension of Michael Quinn Patton’s original concept of Utilization Focused Evaluation with concepts gleaned from complexity science to account for the dynamism and novelty. While Utilization Focused Evaluation has a series of steps to follow (PDF), Developmental Evaluation is less prescriptive, which is both its strength and its challenge for describing it to people (things I’ve discussed in earlier posts).

So with that in mind, our group was charged with coming up with a way to explain DE to someone who is not familiar with it using anything we’d like — song, poetry, dance, slides, stories and beyond. While my colleague Dan chose to lead us all in song, I opted to go with a simple analogy by comparing DE to a hybrid of Trip Advisor and the classic Road Trip (due to lack of good vocalizing skills).

Trip Advisor has emerged as one of the most popular tools for travellers seeking advice on everything from hotel rooms to airlines to resorts and all the destinations along the way. Trip Advisor is averaging more than 13 million unique visitors per month and, unlike its competitors, focuses on user-generated content to support its service. Thus, your fellow travellers are the source of the recommendations not some professional travel agent or journalist. At its heart are stories of varies tones, detail and quality. People upload various accounts of their stay, chronicling even the most minute detail through photos, links to their blogs, video, and narrative. If you want to get the inside details on what a hotel is really like, check Trip Advisor and you’ll likely find it.

However, like any self-organizing set of ideas, the quality of the content will vary along with the level of reportage and the conclusions will be different depending on the context and experience of the person doing the reporting. For example, if you are a North American who is used to having even the most basic hotel chain offer a room with full-service linens, a bathroom, closet, desk and separate shower, you’ll have a hard time adjusting to something like EasyHotel in Europe.

The Road Trip part (capitalization intended here to denote something different than a regular trip by road), denotes the experience that comes from a journey with a desired destination, but not a pre-determined route and only a generalized timeline. A Road Trip is something that is more than just traveling from Point A to Point B, which is usually accomplished by taking the shortest route, the fastest route or a combination of the two; rather it is a journey. Movies like National Lampoon’s Vacation (and, European Vacation), Thelma and Louise, Harold & Kumar Go to White Castle, and (surprise!) Road Trip all capture this spirit to some effect. I suppose one might even find a more grim example of a Road Trip in the Lord of the Rings Trilogy or The Road.

Road Trips have a long history and are not just a North American phenomenon as this article from the Indian Newspaper, The Hindu reports in some detail:

“Road trips are fun when they are not planned point-to-point. As long as you have accommodation booked, that is enough. Its better not to have agendas; get as spontaneous and adventurous as you can. My friends and I went on a road trip to Goa last year. It was loads of fun as it was the first time we took off on our own without parents. To me, it was more than just a trip with friends. It showed that I could take care of myself and that I was now a grown-up, free to do what I wanted,” says Siddharth, who is doing his engineering.

The idea of spontaneity and adventure are part of the process, not an unexpected problem to be solved like in a traditional evaluation. Indeed, some of these unplanned and unusual departures are not only part of the learning, but essential to it. It is akin to what Thor Muller describes as planned serendipity; you might not know what is going to come, but it is possible to set the conditions up to increase the likelihood of and preparedness for moments of discovery and learning. This is like setting out on a journey with a mindset of developmental and strategic learning to fit with what Louis Pasteur stated about discovery:
Chance favours the prepared mind
Thus, as Developmental Evaluators and program implementation leaders we are creating conditions to learn en route to a general destination, but without a clear path and an open mind towards what might unfold. This attention to the emergence of new patterns and then the sensemaking to understand what these new patterns mean in the context to which they emerged and the goals, directions and resources that surround the discovery is a important facet of what separates Developmental Evaluation from other forms of evaluation and research.
So in describing DE to others, I proposed combining these two ideas of Trip Advisor and the Road Trip to create: Road Trip Advisor.

Road Trip Advisor for Developmental Evaluation

Road Trip Advisor would involve going on a journey that has a general destination, but with no single path to it. Along the way, the Developmental Evaluator would work with those taking the journey with him — likely the program staff, stakeholders and others interested in strategic learning and feedback — and systematically capture the decision points to take a particular path, the process that unfolded in making decisions, the outcomes or events connected to those decisions inasmuch as one can draw such linkages, and then continually dialogue with the program team about what she or he or they are seeing, sensing and experiencing. This includes what innovations are being produced.
Returning to the article on road tripping from The Hindu:
“Road-tripping is a great way to bond with the people you are travelling with and I would strongly recommend it to people. It not only makes you appreciate yourself as an individual but is an amazing experience as you get to meet new people, know different cultures and sample different cuisines. I can never forget biking on sleet, riding though torrential rains, gobbling hot rotis at dhabas, the beautiful snow-capped mountains and guy talk with friends on the trip,” says Dheeraj, who recently went to Ladakh.
Here the focus is on relationships, learning new things and taking that learning onward. That is what DE is all about. My colleague Remi illustrated this in our meeting by having us all spread out throughout the room and go through a pantomime-type skit where he collected information from each participant about where the wisdom was and then bringing this person along for the journey. So as he started out alone as the Developmental Evaluator, he wound up at the destination of wisdom with everyone.
Road Trip Advisor requires documenting the journey along the way, sharing what you learn with others, and continuing learning and revisiting your notes — while checking out what notes others have (including use of evidence from other projects and academic research) — and integrating that together on an ongoing basis.
But as my other colleagues pointed out in their presentations, the journey isn’t always about feeling good. Sometimes there are challenges as the Hindu article adds:

all is not hunky dory during these trips. You have to be way about accidents and mishaps. And, realise that freedom comes with responsibility. Says Arjun: “I had borrowed my friend’s bike for the trip, and though it looked good, it gave problems on the foothills of Kodaikanal and we couldn’t do the climb. Being a weekend, there were no mechanics. It helps to know your machine. A passion for road-tripping is not enough. You need to be equipped to take care of yourself also.”

Here, the story parallel is about being prepared. Know evaluation methods, know how to build and sustain relationships and to deal with conflict. A high tolerance for ambiguity and the flexibility to adapt is also important. Knowing a little about systems thinking and complexity doesn’t hurt either. Developmental evaluation is not healthy for those who need a high degree of predictability, are not flexible in their approach, and adhere to rigid timelines. Complex systems collapse under rigid boundary conditions and do evaluators working with such restrictions in developmental contexts.

So why do people do it? “Well, my memories of my favourite road trip were an injured leg, chocolates, beautiful photographs and a great sense of fulfilment,” recalls Arjun.

It is youngsters like these who have transformed road-tripping from just a hobby to an art.

After all, friendship and travel is a potent combination that you can’t say no to.

 In DE, the “youngsters” are everyone. But as we (my DE colleagues) all pointed out: DE is fun. It is fun because we learn and grow and challenge ourselves and the programs that we are working with. It’s collaborative, instructive, and promotes a level of connection between people, programs and ideas that other methods of evaluation and learning are less effective at. DE is not for everyone or every program and Micheal Quinn Patton has pointed this out repeatedly. But for those programs where innovation, strategic learning and collaboration count, it is pretty good way to journey from where you are to where you want to go.

Design Thinking and Zombies

Stopping to sip the brains of sloppy design thinkers

The concept of design thinking has been much maligned in some circles; declared dead, brought to life, and now, or like a zombie, walking in a state somewhere between. If the concept is to live or die it must do so based on evidence from research and practice, not rhetoric as it’s been up until now. 

The FastCo Design blog has posted an article proclaiming: Is Design Thinking Dead? Hell No!  by Grant McCracken from C3 at MIT. McCracken’s post was in response to the oft-cited editorial by Bruce Nussbaum a few months ago that I’ve commented on many times in this blog space about how design thinking is a failed experiment; basically dead.

According to McCracken, DT is still alive, or at least undead.

Few concepts have engendered such a strong reaction from so many. Writing in the Harvard Business Review blog, Peter Merholz made the case that design thinking has been an oversold concept and is not the tool some think it is.  The Design Sojourn blog went so far to suggest that design thinking kills creativity. These articles run counter to a series of books, special issues and conferences that have sought to promote design thinking widely.

The concern I have for much of the discourse on design thinking — its life, death and zombie-like undead state — is that it is nearly all based on rhetoric alone.

Definitions of design thinking tend toward: Design thinking is what I say it is and I am a designer, therefore I know design thinking. While maybe true for an individual designer, such claims to a concept become problematic when, as McCracken points out, entire programs of activity from U of T Rotman’s b-school to Stanford’s d-school to IDEO and Jump have embraced this concept wholeheartedly and focused their business around it. The stakes are getting higher for design and design thinking with little attention being paid to what designers and non-designers actually do or think about what they do.

As an academic, I don’t declare something alive or dead until its been thoroughly examined. A concept like design thinking, if it is to have worth, must withstand scrutiny through both theoretical and empirical examination. A review of the literature (academic and grey) so far, suggests that neither has been done sufficiently. What is the theory of design thinking? We don’t really have one. It appears to be a set of strategies and a stance that are loosely connected to the process of exercising creative, intentional control in the pursuit of a useful problem solution. Does this set of processes or the stance produce good solutions or better solutions than other ways of doing things? We don’t know. In part, this is because we really don’t know what it is. That is the first step towards answering the bigger question about what it does.

Some, like Nigel Cross, have sought to do studies looking at what designers do, while others like Roger Martin, have tried to articulate how design thinkers think, but neither have done so in a systematic way that extends beyond a few case studies. A true, synthetic and empirically supported evidence base is what is missing. It is time to change this if the concept of design thinking is to have a future or is to be rightfully put down.

My colleague Andrea Yip and I are seeking to change this. Our project, Design Thinking Foundations, is focusing on a synthesis of the literature and interviews with leading professionals from different fields within design, branding, media, and business. Combined with observations and reflexive practice within our own design work, we intend to bring more than just rhetoric to design thinking, but data.  Our stake is less in the name design thinking, but more to determine what it is, how it is practiced, and what value it brings in an empirical and theoretically robust manner. Through research we hope to answer the question about whether design thinking is alive and well or simply the walking undead.

** Photo by Dance Photographer Brendan Lally used under Creative Commons License from Flickr.


Do Relationships Scale?

Go Small to Go Big?

There is much discussion about scaling social innovation  – bringing small successes to a larger theatre — yet little is known about the properties that make something work at one level successful at another. When the “thing” to scale is relationships, such as the case with knowledge translation and design, is bigger better or even possible? 

Last week the Design Management Institute held its annual North American conference themed: Design at Scale. The conference featured many prominent names in branding, market development, graphic design, and design management together to discuss the ways in which the creative process used in design can be leveraged from one level to another.

One of the best technical examples came from David Butler and Gerardo Garcia from Coca Cola who showed their modular design system being used to transform the way small local retailers in South America can create large or small displays with products that are regionally appropriate with ease. While it was interesting to see how one could create retail displays that could easily adapt and scale, I  was left wondering whether the same system would permit the social variables associated with each of these 1 million vendors to do the same thing. Are these vendors likely to view the modular system in the same way that Coke does? Does it even make sense to them? Surely for some that will be a “yes”, but will it be as many as Coke thinks and does this system solve a problem that the retailers have as much as it aims to satisfy Coke’s goal of doubling its revenue in the next decade?

While the physical product generated from this system might scale, the relationships that surround its implementation might not.

Which got me to thinking about the other lessons that came from the conference. Perhaps the most intriguing ones were those presented by Jamer Hunt, the Director for Transdisciplinary Design at Parsons The New School for Design. Hunt drew on the work of design legends Charles and Ray Eames and their film the Powers of Ten as a means of illustrating scale and what it really means (which he wrote about in Fast Company article last year).

An aside: The Powers of Ten was shown on the first day of my first class in psychology when I was an undergraduate at the University of Regina and was used by my professor, the truly remarkable Paul Antrobus (PDF),  to illustrate the realm that psychology could play in the universe. “This is the realm of psychology” he declared. It is something that has probably never been uttered in another class in psychology anywhere and probably should be everywhere. It changed the perspective I brought to my work and has changed my life in ways I can’t fully comprehend.

What The Powers of Ten does is illustrate scale at the macro and micro level by showing how great, yet relatively consistent, the differences are between different scales. Scalar changes happen at an order of magnitude that becomes difficult to grasp as one shifts up or down due to the massive, exponential change that, at small scales seem palpable, but at large scales seem incomprehensible. Jamer Hunt made this all the more concrete when he used the example of an ant taking a shower. No matter how intentional an ant might be about wanting a shower, the water molecules from a shower are too big and would crush him (or her). The water doesn’t scale.

Social innovation, social design and communications (particularly knowledge exchange and translation) is largely about relationships. Developing intimacy, expressing empathy, creating trust, and having authentic and meaningful conversations are the hallmark of healthy and strong human relationships. They also tend to cluster with good, effective practice in the above-mentioned areas. There are good reasons why (contrary to what Paris Hilton might suggest) we don’t have a lot of BFF‘s in our lives: we can’t maintain that level of closeness with a lot of people. It is precisely because we create a sense of intimacy with a few, that the relationship with the many is able to be maintained as it is. Relationships change, evolve, grow and whither, but the absolute number of close, personal relationships for people tend to remain relatively constant, even if that number differs between people.

The work by evolutionary psychologist and anthropologist Robin Dunbar has looked at these relationships and found that, by and large, we are not able to maintain meaningful relations (nevermind close relations) with more than about 150 (with a large standard deviation). While the variance in this number is large, the implications for scaling might be larger. Some of Dunbar’s original research with primates suggests that our brains are simply not evolved enough to handle the complexity of too many more relations.

It might also simply be less enjoyable. Meaning is something that requires attention to create and use and the more variables competing for attention in your life, the less meaningful things might be. If this is the case, can we design programs and initiatives that scale up from small to big? Or do we need to reframe the way we see scaling to something akin to a network, whereby there are a lot of small nodes connected together? Networking nodes seems to be a way to go big and go small.

If so, what does this mean for designing systems that scale? It might also mean that for those of us working to develop solutions that scale that we need to pay attention to the social and mathematical issues that come with scaling something. It means paying attention to psychosocial physics and dynamics and using research more intently to inform our designs and social innovations lest we scale in ways that create metaphorical water-droplets that are so big crush those we seek to shower.


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