Collective Intelligence Through Structured Dialogue

Total Page:16

File Type:pdf, Size:1020Kb

Collective Intelligence Through Structured Dialogue Collective Intelligence through Structured Dialogue A methodology for tackling complex challenges with multiple stakeholders INCOSE UK Bristol Local Group, 11 th March 2019 1 Overview Systems Engineers often need to engage with Collective stakeholders and address complex or wicked problems. Intelligence Structured Dialogic Design is a methodology that evolved from the field of Interactive Management in the US, through starting in the 1980s. In its various forms (and under different names) it has been widely applied across the Structured globe in enabling groups to tackle wicked problems and complex challenges, but is not well known in the UK, Dialogue despite applications in MoD, Rolls Royce and the NHS. This presentation will outline the methodology, it’s provenance, and the current state of practice. 2 Applications In today’s world many of the problems are not complicated, they are complex and wicked. The methodology delivers consulting redesigned specifically for these situations. Complex and wicked problems can only be resolved by bringing together people with the necessary variety of perspectives and expertise in a collaborative setting where their ideas are freed, protected, and equally Forecasting an Unknown Wicked Problems and Future and Strategic Planning Complex Challenges considered with all others. 3 The Demosophia Methodology Discover Diagnose Design Define Do Discover Diagnose the Design the Define strategic Implement required system at work path forward priorities and adaptively diversity of develop plans perspectives Colabs 4 Colabs A Colab is a gathering of stakeholders who together share, learn, and create a deep understanding of a complex problem using the Structured Democratic Dialogue (SDD) process. • A unique and powerful type of facilitated meeting • Specifically designed to address wicked problems • Efficiently tapping into the collective wisdom of a wide variety of stakeholders • Harnessing cognitive diversity (knowledge, experience, worldview etc.) • Enabled and supported by technology 5 Colab Principles 1. A diversity of viewpoints is essential when engaging stakeholders in a dialogue for defining and resolving a complex issue. 2. Dialogue must be structured so that participants can think clearly by ensuring they are not overloaded with too much information. 3. Each idea must be protected so that its independence and genuineness remain. 4. Participants will understand the relative importance of their ideas only when their ideas are compared with others. 5. Through understanding how different people’s ideas relate, participants become wiser about the meaning of their own ideas. 6. The whole group learns and evolves as each participant sees how their ideas influence those of others. 6 7 8 9 Factor 85: More Positive Programs At my school we only have two positive programs – Gear Up and Bridges. We need more programs like that. The Gear up club helps expose kids to college at a very young age. At the age of 14, for instance, if they are in the Gear up program, they learn about college. The Bridges program teaches kids how to have a strong homework ethic. These kids go right to the cafeteria and do their homework as soon as possible. Adults assist them with homework. 10 Capital School District Five-year strategic planning Shaping the future for tomorrow’s Senators A few months after hiring a new Superintendent, a new five-year strategic plan was needed for the Capital School District. The Board of Education placed a significant emphasis on the importance of truly engaging a wide-variety of stakeholders in the process of creating a vision, determining strategic priorities, and implementing the plan. “The Capital School District has made tremendous strides in bridging gaps between the district and community during its strategic planning process with the help of Demosophia and Structured Democratic Dialogue. We focused on the ideas that would have the greatest impact on students and families and create positive changes that will ultimately improve our students’ performance, health and positive impact on our community.” Dan Shelton, Ed.D., Superintendent/Chief School Officer 11 Air Force Research Laboratory Collaborative Strategic Planning The Air Force Research Laboratory plans technology investments in the context of a 20-year strategic R&D horizon. This study evaluated collaborative, bottom-up strategic planning as a complement to the traditional top-down process. A structured dialogue approach was applied as the bottom-up methodology, enabling a greater number and variety of stakeholders and technical experts to participate in ideation, reasoning and structured planning. The process visualizes planning outputs in a structural influence map revealing systemic relationships, supporting a list of planning priorities. Case Study “Comparison with a parallel strategic planning and foresight initiative validated that the SDD methodology achieved a superior planning product with wider organizational consensus.” 12 Chronic Kidney Disease Initiative Enabling major systemic change over more than a decade The Council of American Kidney Societies (CAKS), composed of the president and president-elect of six major renal organizations, determined a need to coordinate and more rapidly advance numerous programs pertinent to chronic kidney disease (CKD). An initiative was formed (the CKDI), with a nine-member Steering Committee. A workshop for CKDI “stakeholders” using Structured Democratic Dialogue was held in February 2003 to clarify the issues to improve outcomes for patients and create an action plan. In 2017, these recommendations are now a reality as CKD identification and evidence-based care is now delivered at scale across the country. Today there is acceptance of the importance of treating CKD in the medical community; a universal definition for CKD; appropriate screening measures; evidence-based care guidelines; and a change in the workforce, allowing many more of the 11 to 30 million people with some stage of the disease to receive quality care. “When I gather with colleagues who led the work over the years we mention how effective the process was, and that despite the shifting leadership, we are really pleased with how it turned out.” 13 Dr. Thomas Parker III The process in more detail 14 Structured Democratic Dialogue • A rigorously validated collaborative design methodology • Integrates tacit knowledge from diversified perspectives • A diverse group co-creates a shared understanding of: • A vision • A problem • An action plan • Designed to tackle wicked problems • People learning together to develop a common language • People co-developing a ‘systems view’ • People collectively owning the problem and the solution • A process supported by an enabling software toolset • Specialised facilitators focused on the process • Technology supporting clear thinking and preventing overload 15 Colabs - Types • Visioning Co-Lab: • This is an opportunity for the group to DREAM, free of constraints (including time and money). If nothing existed and you could design anything to address the issue, what would it include? • Challenge/Barrier Co-Lab: • This phase identifies and prioritise the Barriers to achieving the vision • Action Co-Lab: • This Co-Lab focuses on identifying Actions to overcome the identified barriers and get as close to the ideal as possible 16 Demosophia Colabs - Stages 1) Statement Generation • Participants will silently and independently generate very concise responses (think newspaper HEADLINE) to a triggering question, with each statement containing only one idea • These statements should capture the essence of what you mean 2) Statement Clarification • Each author clarifies what is meant by his/her statement and these statements are recorded to ensure the intent of the author is maintained • The goal is ensuring everyone understands the intent of the author • The process does not allow for disagreement (or agreement) at this stage • Participants can request additional clarification if they do not understand the author’s intent 17 Demosophia Colabs - Stages 3) Classification • Ideas will be categorised according to similarity of meaning (based on author’s intent) • Participants will gain a deeper understanding of the meaning based on similarities. The name of the category will be based on the meaning of the ideas in the category • (vs. having pre-determined categories that you fit ideas into) • Participants will have opportunity to review and amend the categories 4) Prioritisation • Each participant will be provided 5 dots to vote on what they perceive to be the most important ideas (what resonates in the context of the Triggering Question) • Votes will be for individual ideas (vs. categories or clusters of ideas) • A subset of ideas, based on number of votes, will be included in the influence mapping 18 Demosophia Colabs - Stages 5) Influence Mapping • Participants look at two ideas and make a judgment regarding the influence relationship of the ideas • Participants have an opportunity to persuade the group by sharing their rationale for how they voted. During this stage, participants engage in deeper dialogue, agreeing and disagreeing with one-another, and often re-voting to determine the level of consensus • A lot of learning occurs but, as with every other stage, the authenticity of the author is protected • A “Yes” vote requires a super majority (typically 75%) consensus • Ultimately an “Influence Map” will be generated based on the consensus voting of the group. The influence map will identify
Recommended publications
  • Volume 2, Number 1 February 2004
    INTERNATIONAL JOURNAL OF EVIDENCE BASED COACHING AND MENTORING ISSN 1741-8305 Volume 2, Number 1 February 2004 An electronic publication of College House Press International Journal of Evidence Based Coaching and Mentoring Vol. 2, No. 1, Spring 2004 Page 2 The International Journal of Evidence Based Coaching and Mentoring is an international refereed journal, which is published bi-annually (August and February). Its audience is academic specialists, postgraduate students, practitioners and managers who wish to keep abreast of scholarship, theory-building and empirical research in the field of coaching and mentoring. Editorial Board Elaine Cox Oxford Brookes University, UK Andrea Ellinger University of Illinois, USA Anthony Grant University of Sydney, Australia Bob Hamlin University of Wolverhampton, UK Grant Ledgerwood University of Greenwich, UK Sue Kinsey University of Wolverhampton, UK David Prince Prince Consultants Inc. Educational Technology Ohio, USA Pam Richardson United Kingdom College of Life Coaching, Wolverhampton, UK Sherryl Stalinski Aurora Now Foundation, Tucson, Arizona, USA Manuscripts for publication may be submitted to any member of the Editorial Board, or directly to the submissions editor, Dr. Elaine Cox, Westminster Institute of Education, Oxford Brookes University, Harcourt Hill, Oxford, OX2 9AT, UK Books for review should be sent to the Reviews Editor, Professor Bob Hamlin, Wolverhampton Business School, University of Wolverhampton, Compton Road West, Wolverhampton, WV3 9DY, UK Subscription Information UK: Individuals £20.00 Institutions: £30.00 Overseas: Individuals £25.00 Institutions £35.00 All subscription enquiries should be addressed to:- Pam Richardson College House Press United Kingdom College of Life Coaching, Science Park, Stafford Road, Wolverhampton, UK http://www.ukcollegeoflifecoaching.com International Journal of Evidence Based Coaching and Mentoring Vol.
    [Show full text]
  • Volume LIII Number 5 September–October 2013
    Contents Articles 3 Innovation Over the Edge: Introduction to Special Issue Gordon Rowland 8 Communications Jeremy Bailenson, Patrice Buzzanell, Stanley Deetz, David Tewksbury, Robert J. Thompson, & Joseph Turow; Barbara Bichelmeyer, MJ Bishop, & Diane Gayeski 16 Computer/Information Science Ken Birman, Jennifer Rexford, Tim Roughgarden, Margo Seltzer, Jim Spohrer, & Erik Stolterman; Greg Kearsley, Tiffany Koszalka, & Ton de Jong 25 Design Richard Buchanan, Nigel Cross, David Durling, Harold Nelson, Charles Owen, & Anna Valtonen; Elizabeth Boling, Andrew Gibbons, & Irene Visscher- Voerman 42 Organizational Science Madhu Beriwal, Stewart Clegg, Fred Collopy, Reuben McDaniel, Jr., Gareth Morgan, & Kathleen Sutcliffe; Roger Kaufman, Anthony Marker, & Neil Selwyn 53 Psychology Susan Blackmore, Nadya Fouad, Jerome Kagan, Stephen Kosslyn, Michael Posner, & Robert Ste rnberg; Marcy Driscoll, Xun Ge, & Patrick Parrish Volume LIII Number 5 64 Systems Science Alexander Christakis, Debora Hammond, Michael Jackson, September –October 20 13 Alexander Laszlo, Ian Mitroff, Dave Snowden, & Len Troncale; Alison Carr-Chellman, J. Michael Spector, About This Issue & Brent Wilson A special issue 78 Comments exploring innovation Peggy Ertmer, Denis Hlynka, David Hung, in educational technology Thomas Reeves, Alexander Romiszowski, via connections with & Ellen Rose related disciplines (201) 871–4007; Fax: (201) 871–4009; to order: (800) 952–2665 toll-free in the United States and Canada; e-mail: [email protected] m. Available by subscription only, one year for Educational Technology (ISSN: 0013–1962) is $259.00 in the United States, $289.00 Copyright © 2013 by Educational Technology elsewhere; three-year subscription, $679.00 and Publications, Inc., 700 Palisade Avenue, $749.00. Single issues are $45.00 each. Back Englewood Cliffs, New Jersey 07632–0564.
    [Show full text]
  • John Warfield
    DialogicDesignScience DialogicDesignScience Table Of Contents Cogniscope software .................................................... 2 f2f Co-Laboratories .................................................... 3 Links .............................................................. 4 Action Tree ........................................................... 5 Axioms (7) ........................................................... 7 Books ............................................................... 9 Co-Laboratory (f2f) .................................................... 18 Co-Laboratory (Virtual) ................................................. 29 Cogniscope software ................................................... 30 Consensus Methods (7) ................................................. 31 Demoscopio ......................................................... 32 Design Management Team Roles ........................................... 34 Design of Science ..................................................... 36 Dialogue Stages (4) .................................................... 37 Discovery Phases ...................................................... 38 Erroneous Priorities Effect .............................................. 40 f2f Co-Laboratories .................................................... 42 home .............................................................. 48 Innovations in Government Award ......................................... 51 Key Definitions ....................................................... 53 Language
    [Show full text]
  • Open Systems Closed Systems
    Prepared for the 50th Anniversary of the International Society for the Systems Sciences History of the Ideas of Cybernetics and Systems Science v. 2.0 Sonoma State University, July 9-14, 2006 1930s 1940s 1950s 1960s 1970s 1980s 1990s 2000s The News The News The News Living systems Closed Systems "THE THEORY OF Bertalanffy, Boulding Ludwig von Bertalanffy Publishes SYSTEMS PHILOSOPHY The News and Rappoport form The News Where are the OPEN SYSTEMS IN Karl Deutsch "General Systems The News Peter Senge irreversible processes Society for General Bertelanffy PHYSICS AND Publishes Theory– Foundations, James Grier Emancipatory systems Systems Theory Publishes "Robots, The News James Evolutionary systems Publishes "The frontiers of BIOLOGY" Ludwig Holds First Meeting Development, The News Miller Publishes positive entropy (loss of "Nerves of Men and Minds" Ervin Laszlo The News von Bertelanffy Applications" Russell Ackoff Fifth Discipline" George P. energy) GENERAL SYSTEMS 1956 Government" Publishes "The "Living Systems" Grier Publishes Richardson systems theory? 1952 1967 1968 Systems View of Miller Ervin "Redesigning The 1990 1963 Publishes "Feedback Open Systems Emergent properties of systems the World" Future" 1978 The News Steady state Systems properties stated Laszlo Lotfi Thought" Peter Checkland & Sue Aims of of a general theory of systems Holwell Publishes "(1) There is a general tendency toward integration in the various sciences, 1972 negative entropy Self-Organizing Systems in mathematical terms natural and social. (2) Such integration seems to be centered in a general as 1974 Zadeh "Information, Systems Equifinality theory of systems. (3) Such theory may be an important means for aiming Hierarchy 1991 at exact theory in the nonphysical fields of science.
    [Show full text]
  • Systems Thinking in Action Learning and Action Research
    Special issue: Systems Thinking in Action Learning and Action Research ALAR Journal Vol 21 No 1 August 2015 ALAR Journal is published by the Action Learning, Action Research Association Inc (ALARA) . Managing editor: Susan Goff Issue editor: Debora Hammond, Shankar Sankaran and Susan Goff Editorial team in alphabetical order, for this issue: Michael Dent, Susan Goff, Vasudha Kamat, Margaret O’Connell, Zada Pajalic, Rachel Perry, Riripeti Reedy, Steve Smith, Emmanuel Tetteh, Lesley Wood Editorial inquiries: The editor, ALAR Journal ALARA Inc PO Box 1748 Toowong, Qld 4066 Australia [email protected] ALAR Journal Volume 21 No 1 August 2015 ISSN 1326-964X CONTENTS Editorial 3 Debora Hammond, Shankar Sankaran and Susan Goff Application of the Structured Dialogic Design 11 Process to Examining Economic Integration and Free Trade in Cyprus Yiannis Laouris, Tatjana Taraszow, Mustafa Damdelen, Ilke Dağlı, Derya Beyatlı, Andros Karayiannis, Kevin Dye, & Alexander N. Christakis Systemic Pedagogy: A Design for Action 53 Researcher Collective Self Development Ross Colliver, Susan Goff, Riripeti Reedy and Vicki Vaartjes ALAR Journal Vol 21 No 1 August 2015 Page 1 ALARj 21 (1) (2015) 1-2 © 2015 Action Learning, Action Research Association Inc www.alarassociation.org All rights reserved. Developing Pictorial Conceptual Metaphors as a 77 means of understanding and changing the Australian Health System for Indigenous People Bronwyn Fredericks, Kathleen Clapham, Dawn Bessarab, Patricia Dudgeon, Roxanne Bainbridge, Rowena Ball, Marlene Thompson (Longbottom),
    [Show full text]
  • Nicholas Alexander Christakis
    page 1 of 38 CURRICULUM VITAE PART I: General Information Date Prepared: February 2, 2018 Name: Nicholas Alexander Christakis Main Office Address: Yale Institute for Network Science P.O. Box 208263 New Haven, CT 06520-8263 E-Mail: [email protected] Websites: www.HumanNatureLab.net www.NicholasChristakis.net Phones: (203) 436-4747 (office) (203) 432-5423 (fax) Education: 1979-84 B.S., Biology, summa cum laude Yale University, New Haven, CT 1984-89 M.D., cum laude Harvard Medical School, Boston, MA 1987-88 M.P.H. Harvard School of Public Health, Boston, MA 1991-95 Ph.D., Sociology University of Pennsylvania, Philadelphia, PA Postgraduate Training: 1989-91 Resident in Medicine University of Pennsylvania Medical Center, Philadelphia, PA 1991-93 Robert Wood Johnson Foundation Clinical Scholar University of Pennsylvania, Philadelphia, PA 1993-95 National Research Service Award Fellow Department of Sociology and Division of General Internal Medicine University of Pennsylvania, Philadelphia, PA Nicholas A. Christakis, MD, PhD, MPH page 2 of 38 Licensure and Certification: 1990 Diplomate, National Board of Medical Examiners 1993 Diplomate, American Board of Internal Medicine 2002 Massachusetts License (#212672) 2014 Connecticut License (#53536) Academic Appointments: 1987-88 Teaching Fellow, Department of the History of Science Harvard University, Cambridge, MA 1990-91 Assistant Instructor, Department of Medicine University of Pennsylvania, Philadelphia, PA 1991-94 Fellow, Department of Medicine University of Pennsylvania, Philadelphia,
    [Show full text]
  • Test Pdf NBA Fall 2003 Cover 1
    r Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Volta John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilb ine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnso r Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles n Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Ki s S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre r Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Volta John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilb ine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnso r Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles n Ken Wilber Voltairine de Cleyre John S. Kidder Charles S. Johnson Ken Wilber Voltairine de Cleyre John S. Ki s S. Johnson Ken Wilber Voltairine de Cleyre John S. Kidder Charles S.
    [Show full text]
  • A HANDBOOK of INTERACTIVE MANAGEMENT
    A HANDBOOK of INTERACTIVE MANAGEMENT by John N. Warfield and A. Roxana Cárdenas Published by Ajar Publishing Company Palm Harbor, FL 34684 © John N. Warfield, 1993, 2002 Copyright © 1993, 2002 by John N. Warfield All rights reserved. Publ ishe d in d raft form f or review in the Unite d Sta tes of Ameri ca by IA SIS Printed in the U. S. A. This publication may not be reproduced, stored in a retrieval system, or transmitted in whole or in part, in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without t he prior written permission of the copyright owner. Requests for permission or further information should be addressed in writing to: Ajar Publishing Company, Palm Harbor, FL 34684 USA Library Cataloging Data: Warfield, John N., 1925- A. Roxana Cárdenas, 1959- A Handbook of Interactive Management–Compact Disk Edition. 1. Systems Science. 2. Complexity (Philosophy). 3. Interactive Management. ISBN: 0-9716962-1-7 PREFACE This HANDBOOK OF INTERACTIVE MANAGEMENT is intended to put in one place and in modular form much of the material that practitioners need to know about Interactive Management (IM). It is intended to help bridge an acknowledged gap between the material in the senior author's 1990 book A SCIENCE OF GENERIC DESIGN: MANAGING COMPLEXITY THROUGH SYSTEMS DESIGN and the needs of the practitioner or potential practitioner to translate the science into action in organizations. The practitioner may find parts of this HANDBOOK useful in marketing IM to clients or for training others. The reader who is not familiar with the history of IM will need to know that there is a large array of backup literature that is available.
    [Show full text]