If Anecdote Circles (ACs) is a way of starting a process of story-telling then having some approaches that can actually do the collecting, analysing and sense-making of the stories in an agile and coherent manner is critical for sustaining the research and social contracting process. Working methodically with peoples' lived experiences - especially when they are distributed within and across multiple contexts - becomes the proverbial life blood of the emergent research process - i.e. keeping things together by demonstrating how the latter (research process) can produce both theoretical and practical outputs and outcomes - for example in the form of generating new epistemic objects (problem statements and research questions) as well as supporting stakeholders' real-time decision-making and action-taking in response to the challenges they are facing.
As already mentioned (on the Home and Agile methods pages) an important criteria for finding appropriate research methods that can actually work in an agile and coherent manner is the question whether they can be used as synergic - standalone - methods or used synergically together with other methods. This is important, because individual methods should not be overly dependent on other methods for getting the job done, yet they should also be sufficiently flexible to be used in combination with other methods, when called upon to do so. In other words, agile methods should be able to do what they are supposed to do in the research process, but also, at the same time, be able to work in tandem with other approaches in order to produce effects / outputs for the research process as a whole - the sum of which should be greater than the individual parts (methods). One such agile approach which has been purposely designed for working with multiple human experiences / stories, and tested in many different parts of the world, is known in the marketplace as SenseMaker™ (SM) - described in more detail below, :
The dynamics involved in iterative narrative-based research processes means that the latter simply cannot be yanked or pulled in certain directions by the ideas and interests of researchers (or any other interest groups for that matter). A better approach would be that of, metaphorically speaking, nudging the research process in the different directions informed by the multiple narratives generated by the research process itself. The following guiding principles are key for doing exactly this in practice:
Self-signification
This principle acknowledges the inescapable challenge of working with the sensemaking of sensemaking - i.e. accepting the impossibility of gaining direct access to others' lived experiences, but can only do so via peoples' sensemaking of their own life-worlds. In the literature, this is also known as the double hermeneutic (Anthony Giddens, The Constitution of Society). There are simply no short-cuts around this - which, in practice, means first giving story-tellers the opportunity to interpret the meaning of their own stories before doing so from the position or perspective of the analyst / researcher.
Distributed cognition & learning
This principle recognises the equivalence of multiple experiences / stories generated within many different socio-institutional settings spaces and places - distributed within and across organisations, communities and society at large. This is also known as distributed ethnography. In other words, there are no single socio-institutional places and spaces in society who enjoy some or other superiority over other places and spaces. Another way of looking at this principle would be through the lens of epistemic justice - in other words, valuing all experiences / stories - irrespective of their origins - as equally valid and legitimate and should, therefore, be treated as such throughout the entire research process.
Co-design
The importance of the self-signification distributed across many different experiences and perspectives is of such significance, that it simply makes sense to allow this to become part and parcel of designing key aspects of both the research process as well as tool to be used during the process.
The above animated (spinning) graphic depiction of the iterative narrative-based research process is probably much closer to how things will be actually conducted in real-life situations, than what is suggested by the linear rendition of the same research process below. It is therefore important to keep this more dynamic picture in mind, because in practice many of distinct or separate steps, will be much more nested, flowing in and out of each other - depending on the contexts in which the research is embedded.
Phase.I: Design
The SM process starts with the co-design of the signification framework, which will be used during the next phase for the actual story collections. For more examples of the latter, please look at the various reports on the Sensemaker Publications sub-page on the site). In order to get the process of sharing stories underway (especially with groups with no prior shared experiences), Anecdote Circles (ACs) can be used very fruitfully to this end. The experiences participants bring into the process, and how they express these in their own everyday language, is extremely valuable for incorporating into the actual design of said signification framework.
One of the hallmarks of this early co-construction work is that words do matter - not necessarily in the sense that words in and of themselves (as signs / symbols) carry some or other inherent meaning - but rather that words derive their meaning from context. The actual words to be finally used as labels and inscriptions, with which to describe different elements of the signification framework is, therefore, not just some or other arbitrary process in abstract semiotics (language games), but rather a carefully crafted / negotiated process - embedded within and contributing to the broader process of trust-building and social contracting underway between researchers and stakeholders. As soon as they are satisfied with their co-design work, the signification framework then gets uploaded onto the Sensemaker server, ready to be used for the actual story collections during the next step in the process.
Note: working together with stakeholders on the co-designing of the signification framework in this manner is the first of many opportunities opening up for researchers for working on their dynamic epistemic objects - by refining or changing their initial guiding problem statements and research questions, or coming up with new ones.
Phase.II: Collecting
The next step in the process is to use the co-designed and uploaded signification framework for the actual collection of peoples' lived experiences / stories. There are many different tools with which to do this; ranging from pen and paper exercises to online tools, such as smart phones, tablets and websites. Either way, the captured data is entered into the Sensemaker Collector software, specifically designed for this purpose. For more information on the different collection tools what the Collector software looks like, please look at the various reports on the Sensemaker Publications sub-page on the site.
However, this stage in the process is not just about choosing appropriate collection tools per se. Equally important are the actual locations - places and spaces - where the story collections need to take place. The golden rule here is to focus on those 'natural' social settings where people would normally gather to share their experiences with each other (see adjacent composite picture for some examples). These may not always be that obvious (especially to the outsider) and might therefore need some careful strategizing before venturing out into the field to start collecting stories.
Note: being involved in the field work of collecting stories, looking at the situations at hand through many sets of eyes and ears (distributed ethnography), provide a rich source for researchers to continue working on their dynamic epistemic objects - by refining or changing their initial guiding problem statements and research questions, or coming up with new ones.
Collecting stories in different locales in Accra (Ghana)
Phase.III: Analysis & Sensemaking
This step in the process is activated as soon as the collected / signified stories have been captured by the Sensemaker Collector application. This data then becomes immediately available for real-time analysis and sensemaking purposes. It is at this point in the process that the said sensemaking of sensemaking - double hermeneutic - takes place. This is done with the help of some specialist software - Sensemaker Analyst - specifically designed for this purpose - which basically involves the activities of detecting, extracting and visualising the narrative patterns emerging from the individual stories. It is really these patterns across many voices that reveal meaningful insights.
There are many different graphic tools for visualising emerging narrative patterns. Two good examples here are narrative landscapes and contour maps (see adjacent pictures for some examples). They have particularly effective for visualising the proverbial 'lay of the land' of the distribution and densities of communities' stories - including some 'peaks' and 'valleys' for identifying and navigating their own social change processes - which then becomes the main focus for discussion in the next step of the process.
Note: working with the visualsing and sensemaking of narrative patterns during this phase of the process offers a particularly important and referenceable opportunity for researchers for the refining, changing and developing of new epistemic objects.
Contour map
Narrative landscape
Collaborative sense-making of narrative patterns as well as individual stories
Phase.IV: Returning
The fundamental purpose of the visualisations achieved during the previous phase is certainly not an end in itself - only to be used for the better understanding (Verstehen) and explaining (Erklärung) of the problem situation at hand. No doubt, these are indeed important goals, but certainly not the only ones. Equally important is the next step question - i.e. how can these visualisations help in figuring out ways and means of changing (Verändern) the very formative contexts they purport to visualise. In other words, if narrative landscapes have been used for visualising the proverbial 'lay of the land', then the next question is what do these so-called 'peaks' and 'valleys' signify in terms of the places and spaces within and across communities from where processes of socio-institutional change can be initiated? Understanding and visualising the different kinds of stories in terms of their relative levels of concentration, clustering and distribution is one thing; understanding how these relate to the material circumstances and conditions within which they originate is yet another thing - especially if the concern is what do we need to change in order to change our stories?
These are no longer purely theoretical questions, but very practical ones - which can only be discussed collaboratively with the community of story-tellers in question. Any transformative discussions on figuring out the next step(s) - both forwards and sideways - are initiated and based on the emerging narrative patterns of the community of story-tellers own stories. This means that both the need, will and directionality of any change process to be undertaken cannot and should not come from the researchers involved in the transformative research process - but can only come from the shared experiences and stories of story-tellers themselves. This is indeed a crucial time in the trust-building and social contracting process between the researchers and social stakeholders - where things certainly have the potential of coming together or falling apart.
Note: collaborating with stakeholders on the starting to plot the way forward - or sideways - provide a particularly important opportunity to researchers for co-producing target and transformation knowledge. If the latter has not been part of the researchers' initial guiding problem statements and research questions, this is a golden opportunity for coming up with new epistemic objects aimed at generating target and transformation knowledge. However, should the timing of these new epistemic objects not be appropriate for incorporating into the writing process, then they can certainly be noted and carried forward to be tackled by others in future research.
Phase.V: Implementing
Strictly speaking, this step is embedded within the previous phase, because the returning of stories already entails initiating transformative discussions on both the nature and directionality of any change process decided upon by stakeholders - i.e. discussions on both the kind of change to be undertaken as well as their different trajectories. The purpose, therefore, by treating this as a distinct phase in the research process - under the heading Implementation - is merely to surface the importance of pursuing the next step(s) question - i.e. focusing more explicitly on the challenge of figuring out what is considered plausible and desirable in / under the conditions of the current situation, and for whom? This is never a straight forward matter, given the reality of competing perspectives and interests at play when it comes to implementing ideas and plans - especially if this cannot be done unilaterally, but rather collaboratively, by working together. It, therefore, deserves to be mentioned and discussed as a distinct aspect or feature - if not step or phase - of the research process.
This is indeed very tricky work, because of the risks involved in falling into the trap of producing panaceas for the emerging situation at hand. One way of avoiding falling into this trap of single solutions is to building consensus by keep on bringing the multiple voices in the narrative patterns into the next step(s) question what can be achieved in / under the conditions of the current situation. And, this is where the said 'aporectic role' (referred on the Home page) of researchers becomes really prominent during this part of the research process, because it involves the art and skill of working with many uncertainties and contradictions as creative tensions for consensus building - rather than seeking final solutions / answers.
At this point in the process, there, however, is no need for adopting the traditional strategic management approach - aka rational-teleological thinking and planning - of always, first, coming up with some clear-cut visions or scenarios of the future - to be used as a launching pad from which to approach the present. A fundamental weak point in the latter is that these visions and scenarios tend to become overly idealistic / normative end-states - which are simply too abstract (i.e. removed from context) to be realised. A different approach would be that of discovering the evolutionary potential of the present by keeping the focus squarely on bringing the multiple voices - represented in the narrative patterns - into figuring out the next step(s) question. Should the need arise for having these kind of discussions in a facilitated workshop mode, the Future Backwards approach can be used very effectively for this purpose.
Note: Any new insights and understandings gained from the actual facilitating of these discussions with stakeholders is yet another golden opportunity for researchers to refine, change or developing new problem statements and research questions.
Phase.VI: Vector monitoring & evaluating
Basically vector monitoring & evaluation (VME) deals with the directionality of social change, in respect of the following three key aspects: (i) knowing the direction in which the change process should move (ii) at what speed, and (iii) how much effort - and resources - will be required for this. Developing an understanding of these dynamics involved in the directionality of social change is key if researchers are to play an active / facilitative role in contributing to this - collaboratively plotting the way forward or sideways by figuring out (each step of the way) where it makes sense to intervene, and where not to.
The researchers' aporetic role in VME is critical, because providing real-time feedback on the direction, speed and effort of social change is critical for contributing to the actual directionality of social change processes . In this regard, VME is quite different from the more traditional expert-driven monitoring and evaluating - bent on producing some quantifiable criteria for 'objectively' measuring any progress made towards some clear-cut, pre-defined scenarios of the future . VME is more focused on following the actual trajectories of change embarked upon by the social actors concerned and providing them with real-time feedback for informing their decision-making on the next step(s) forwards or sideways.
The kind of real-time feedback required for engaging inter-actively with the directionality of social change goes beyond providing quantitative data only. It fundamentally requires qualitative data as well - and this means more iterative cycles of collecting, analysing and returning lived experiences / stories of the actual on-the-ground direction in which the change process is moving.
Understanding and making sense of the patterns emerging from this quant-qual data provides is in and of itself quite a challenge and this is where the aporetic role of researchers are becoming so important - i.e. to keep focusing on the next steps whilst, at the same time, grappling with any conflicting / contradicting perspectives emerging from the quan-qual data. This involves more meta-level sensemaking type of research work - which has the potential of being developed into some valuable research outputs in the form of a real-time decision-making tools for supporting stakeholders' decision-making processes - in so doing, contributing materially to some of the initial commitments made as part of the social contracting at the commencement of the research process.
Note: active involvement in facilitating on-going VME processes provide invaluable opportunities for generating new problem statements and research questions - particularly for pursuing target and transformation knowledge. However, should the timing of these new epistemic objects not be appropriate for incorporating into the writing process, then they can certainly be noted and carried forward to be tackled by others in future research.
When taken together, all the above phases of this narrative-based research process afford multiple and rich opportunities for researchers to work on - refining, changing, innovating - their dynamic epistemic objects - the net effect being that researchers are no longer solely dependent on the literature only for doing this theoretical work. The new insights and understandings gained from all the different inter-actions with stakeholders and their experiences, perceptions and observations of the situation at hand, can be legitimately referenced, provided these have been well recorded and made available for interrogation by others.
The agility / versatility of SM resides in the fact that it can be used either as a synergic - standalone - method or used synergically together with some other agile methods. For example, if used in combination with NetMapping (NM) it can produce complementary effects for the research process as a whole which are greater than the sum of the parts. This can be achieved by embedding the abstract lines - used in NM to signify various network formations - in the shared lived experiences / stories made explicit by the SM approach. NM can then, in turn, be used for demonstrating the distribution of power nodes within and across the visualised networks in terms of their relative strengths and weaknesses - from the perspectives (experiences, perceptions, observations) of the people who participated in producing the latter. Using these two methods together in this manner may include overlaying some of their different visualisations (e.g. narrative landscapes and power maps) - something which can certainly be used very effectively when engaging with communities for discussing the next step(s) in terms of what they consider to be plausible and desirable for them in their situations / contexts.
Videos
Websites
Relevant SM websites for giving more context to this approach
Case studies
Url links to SM cases for giving more enriching context to this approach