Cense

Innovation to Impact

Camera Work and Cultural Probes

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Gathering insights about how people live, work, socialize and experience their world is one of the principal challenges facing innovators, design researchers or those looking to do design-driven evaluation. It’s easy to forget that most of us have access to a powerful tool for data gathering on our phone or in the body of a camera.

Camera work can be a great means for capturing social life and patterns. Whether it is through using a process like Photovoice or using it as part of an array of data gathering tools, cameras are often forgotten when we think about how to learn from our users. Let’s look at one way we can use cameras to support understanding our users’ context better: The cultural probe.

The Probe

A camera (or phone camera), notebook, and instructions are all that’s needed for your prospective users to turn their lives into an anthropological adventure. This method is user-focused and meant to involve your prospective users taking pictures and notes and thoughts about what they are recording. The instructions are tied mostly to the basics of photography (e.g., consideration of light, framing, and ethics of taking pictures of others, in certain settings, etc.).

Instructions can also focus participants’ attention on specific things. For example, you may wish to have your participants focus on a topic, setting, context, interaction, or situation — anything you want to learn more about. Keeping it too general is often not a good idea and can be anxiety- or confusion-provoking in your participants. If they are too specific, you might lose some of the creative possibilities.

The probe part of this method is the ‘thing’ you want your participants to focus on. The cultural part comes from what context, framing, explanation, or interpretation participants (and others) bring to the photos.

Interpretation & Expression

What makes the cultural probe method useful is that it allows for a guided activity that has a standard format while producing artifacts — pictures — that delve into the uniqueness of your users’ lives.

What participants choose to take pictures of can be instructive. It provides an opportunity to discuss why something was included and why other things might not be.

What context the photos were taken is also helpful as it indicates priorities, habits, situations, or choices that the participant makes.

Photographs provide a means to ask questions about what is in the pictures, how things are framed, and what kind of reflections are made by participants from the photos.

This method can also be used in group settings where people agree ahead of time (with the right to withdraw agreement, of course) to share some of the photos they take. It can be useful in times of conflict or ambiguity when participants themselves aren’t sure what is going on and collective sensemaking is needed.

The camera is a powerful tool. Its insights can help us design services and products better, create and learn more from people, and provide a means of qualitative evaluation data, too.

We love this method. If you want help using cameras as a storytelling, design, or evaluation tool contact us and we can help you along.

Innovation Design Quality Control

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You want and need help in transforming your organization or business line and are seeking a consultant to help you. What should you look for? Let’s look at questions and issues you may want to consider when starting an innovation journey.

We break it down into three (plus) areas: Design research and foresight, service development, and evaluation.

Design Research

Design research is about exploring the problem or circumstance that you’re looking to intervene in through introducing a new product, service offering, or policy (which we’ll refer to as an innovation).

Design research is much more than ‘doing your homework’ and is meant to work with any marketing and financial studies you may have done. Design research is about exploring your end-user(s) — both identified and potential additional users. Responsible design research is also about looking at who else your innovation affects.

It will incorporate systems thinking into the process by considering the various ways in which your innovation affects and is affected by the various interconnections around it. For example, your service might be tied to other things (e.g., supply chain, regulatory issues, community norms) and good design research will help articulate these and allow you to map and model systems using visual tools.

Your innovation design team should have skills in design and research and understand a variety of methods and approaches such as quantitative analysis, qualitative data collection, sensemaking (for innovations dealing with complex situations), and behavioural science. The last point — behavioural science – is what allows you to understand what, why, and how an individual or group will choose to engage with your innovation and serves as a foundation for the next stage of work: service development.

But first, let’s go a little ahead into the future to look at the other part of design research: foresight.

Foresight

Strategic foresight is an approach to research that looks at the trends and drivers that influence specific domains of interest like your market, community, or social life as a whole. It draws on a variety of data sources such as published reports, publicly available (or privately held — if you have access) databases, as well as a series of exercises and activities that allow you and other stakeholders to envision what possible futures might look like.

The UK Social innovation agency Nesta has a useful, accessible primer on some of the methods that are used to envision futures.

Future-thinking is important because your innovation will always be applied to tomorrow, not today. Sustainable, effective innovations are those that meet emerging needs not just present ones. Foresight considers how and why things might change and, when combined with strategy and behavioural science, allows you to shape the design of your innovation to better anticipate and (hopefully) meet those changes as they emerge.

Service Development

Service development can include everything from exploring the physical space where your innovation will be deployed to undertaking usability research on digital platforms. The range of practices associated with what is more commonly called service design are many and when enlisting support to design your innovation it’s critical to ensure you have the right talent.

Service design often seeks to develop models of your intended users based on the design research you’ve undertaken. This can result in tools such as personas that provide evidence-informed caricatures of your users that you can use to develop and test scenarios.

Service design methods incorporate visual thinking methods and tools and design thinking by exploring the research, developing ideas, testing and trying these ideas out in ways that inform strategy, and then deploying them into the world. Having a design team with skills in design methods, facilitation, and visual presentation will make this much easier.

Visuals can include everything from simple (but illustrative) maps like the image above to more sophisticated visual models, ‘gigamaps‘, and storyboards.

Evaluation

Last and certainly not least is evaluation. It’s one thing to design an innovation, it’s another to know whether it does what you think it does. Evaluation allows us to assess what kind of impact our innovation has on the world, what processes lead to that impact, and what aspects of our service, product, or policy are most likely influencing this impact.

It is through evaluation of our innovation that we are better able to fine-tune, amplify, or retract our offering to ensure it’s creating the most benefit and not doing harm. Evaluation also allows us to understand what hidden value our innovation might be offering, to articulate your return on investment (ROI), and to widen your perception of what your innovation does and could do.

Bringing in design firms that do not build in professional-grade evaluation to the project is like doing half the work. What good is your new product or service if you have little idea how or whether it works in the real world over time?

These are some of the things that anyone looking to develop an innovation in-house or with a consultant team needs to consider. We have a lot of resources on our learning page on some of these methods and tools as well as overall approaches to supporting groups in asking better questions prior to engaging a contractor.

This is what we do. If you want help with any of this and doing good, quality service design, design research, evaluation and foresight, please reach out and contact us. We’d love to hear from you.

Evaluation for Change

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Change is everywhere it seems and while it can be said it is the only constant what we are seeing is an increase of change on a massive scale.

However, as the protesters across the United States, Canada and beyond are making clear: there is a big difference between talk of change, the process of change, and the outcome of change efforts. Evaluation can be a powerful tool to help us distinguish these things together as they can be conflated too easily.

Here are three things to consider when seeking to make these distinctions that can be applied anytime, but become more salient when focused on large-scale change efforts where much is happening simultaneously.

Document your baseline

A baseline is a starting point and while it would be great to have data from yesterday, if we are seeking to gather change-related data today that means this is your baseline. Too often baselines are forgotten because any effort to measure or track change needs to answer the question: change in relation to what?

How? Pick the most convenient, proximate moment to gather data. Aim to capture descriptive data of what is happening, time data (see below), and also any numerical aspects of the phenomenon you can. These can be such things as cases of something, number of participants involved, descriptions of the current situation. From this, you can later build a backstory that can help lead to the present moment.

For example, George Floyd was arrested and killed by a police officer on May 25, 2020. It is possible to use that as a baseline for what came next and later build the backstory by showing the many different incidents of a similar nature that may have happened locally, nationally, and beyond to illustrate historical patterns of things like police behaviour, protests, violence, racism or otherwise depending on what changes one seeks to make.

Gather real-time data whenever possible

It’s tempting to gather data after an event (e.g., protest, policy decision, etc.) has taken place (and sometimes that’s unavoidable), however, there is much evidence that we lose perspective and critical information in our post-event reflections that often fail to capture critical details of what actually happens.

How? During the COVID-19 pandemic we have seen many examples of this with live reports from doctors, nurses, and other caregivers working the front-lines of healthcare responses. We’ve seen infectious disease specialists giving interviews on television, exchanging data and opinion via email and Twitter, and through first-hand accounts of citizens dealing with the various policy decisions made. These micro-narratives can make for a strong experiential case for what is happening and what effects the event is having. Reviewing social media posts, proposing online diaries (e.g., selfie video testimonials) or using ‘speakers corner‘ sites or physical booths to allow people to document what they feel, think, say, and do in real-time will provide a more accurate and adaptive means of understanding what is happening as it happens, rather than just retrospectively.

Timestamp your data

Time is a critical contextual factor that can help us understand what happens, why it happens when it does, and to better make sense of the outcomes. The Greeks classified two types of time: Chronos (‘clock time’) and Kairos (‘relative’ time) . Determining what time (as in hour, date etc..) can help you to organize things in chronological order and see relationships between change-making efforts. Relative time — proximity — helps us see the effect of certain activities in relation to others.

How? Modern recording tools often have this built into them, but for the evaluator it is important to record when things happen and document the sequencing of things. Big events like the two we’ve used — the race riots and pandemic — have so many moving parts that it quickly gets difficult to remember retrospectively what happened in what order. This is critical if we want to develop a theory of change or explain what happened as part of the change process.

These three things are all simple and can be done with tools like phone cameras and gathering things in a spreadsheet. More sophisticated ways are available as well and, ideally, there is a method and plan prior to a change initiative taking place. But as we’ve seen, sometimes change just happens. If it does, you’ll be ready to capture it and learn from it before it comes to pass and be able to tell if it doesn’t.

Stay and be safe.

If change is something you need help understanding and documenting, don’t hesitate to reach out and contact us. Evaluating, supporting, and guiding change efforts is what we do.

Photo by mana5280 on Unsplash

Better Data Collection

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With so many people working from home and using their communication devices to do many of the tasks we once did in other ways or are now doing much more often or differently it’s tempting to think: it’s a perfect time to reach people for my research project.

That might be true, but it’s also fraught with problems. Before you set out on your ethnographic journey through the lives of your stakeholders or prep Surveymonkey for its journey through the jungles of the Internet we suggest you take a pause and consider the following before venturing forward.

  1. Context counts. Every time we engage in social research we must account for context. In the current situation with a global pandemic, we don’t know what the context is. The epidemiological, social policy, economic, and communications landscape is changing day-to-day and is influenced on a global level. With so many areas changing at once, the ability to gauge or even state the context becomes nearly impossible without resorting to over-generalized or vague statements like “complex” or “uncertain”.
  2. ” Seeing is not the same as looking”. Physician and economist Anupam Jena provides a great example of how we can miss the forest for the trees without examining some of the things that are hidden in plain sight. In times of profound transformation, we might need to re-think what it is we see as that will shape what questions we ask, what data we gather, and what answers we discover.
  3. User-experience. What is the state of mind of those who are answering your survey or responding to your interview? You might be speaking to someone who hasn’t left their house in three weeks. They might have people nearby all the time. This will determine the willingness or ability to respond, the kind of answers that are provided, and the openness of the response (for example, people might not want to share highly personal data on a shared computer or where people might see them entering or speaking about it).
  4. Sensemaking. When we don’t understand the context or its entirely new we look for what we know. The challenge right now is that we don’t know what it is that we’re looking at. Unless our research or evaluation work is focused on the now and understanding how and what we are doing at this moment, about this moment, and for this moment we risk developing data that is examined through the lens of history (what we’ve done before), which will be another context altogether. We’ll be making sense of the past through the lens of today.
  5. Attention. Are we paying attention? When so much of what we are exposed to now is coming through screens — big and small — there is a likelihood that we are reading things quickly. Electronic reading is not the same as reading paper-based text and tends to encourage skimming. When what we have read is — save for the back of the cereal box at breakfast — almost entirely digital (for many of us) the likelihood of instructions being skimmed might be higher. Proceed with caution.
  6. Health. Lastly, how well are we? When the effects of being inside, isolated, and perhaps exposed to a virus are real, present and pervasive, your audience might not be in the state where the depth and quality of thought are what we need to get the responses we want. Many of us are not our usual selves these days and our responses will reflect that.

See differently, think differently and that goes for how we assess and do our social research.

Photo by Stanislav Kondratiev on Unsplash

Developmental Evaluation Preparedness

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Pilots have a pre-flight check before they fly a plane. A developmental evaluation journey requires the same kind of preparedness.

Developmental Evaluation (DE) is an approach to strategic learning designed for understanding and supporting innovation. This approach to data-driven learning requires a specific set-up to do well. While we need a mindset, skillset, and toolset to do DE, we also need a receptive system to make it all work.

Here are the things you can do to lay the groundwork for doing DE and making it a success. Think of this as your pre-flight checklist for a journey of learning together.

These are attributes and may be found within individuals, but it’s better if they are distributed widely across the organization.

Mindset

The most important aspect of a Developmental Evaluation is creating the right mindset. This mindset is focused on complexity, adaptation, and development (vs. improvement, linear growth). A list of statements to examine whether you have the right mindset is available on Censemaking and can provide a start.

Some other mindset questions include:

  1. Openness to experience. A DE will likely take a journey that can’t be fully predicted, much like a road trip. An openness to a non-linear pathway toward a preferred destination and the willingness to adapt the path and the destination based on evaluation data and evidence is key.
  2. Tolerance for ambiguity. Few of us enjoy uncertainty, but we all need to deal with it when working on a DE.
  3. Self-awareness. We often get in our own way. Understanding how we think and the biases and perspectives we hold is important to knowing when they serve us and when they are a barrier to innovation. Mindfulness is a part of this quality.
  4. Patience. This is a skill and mindset quality. Knowing that things will unfold at a time and pace that might change is useful — and requires patience in just knowing that.
  5. Evaluative thinking. This is a form of thinking that gets us connecting our activities, outcomes, and effects and asks three key questions about how we know something (and what to do about it).

Skillset

Developmental evaluation is not for the unskilled. While many of the qualities inherent in a DE are natural to people, they are not commonly practiced in organizations. DE is an approach, and while a skilled evaluator might have many methodological skills to do much of what is in a DE, without the following skills — with the evaluator, the evaluation team, the organization, or all of them — you won’t likely succeed.

  • Facilitation. A DE is a collaborative endeavour. You need facilitation skills to engage the diversity of perspectives in the system and coordinate the discussion, feedback, and opportunities for everyone to engage with these perspectives.
  • Sensemaking. Sensemaking is a participatory process that involves taking data that may be difficult to understand, ambiguous in its conclusions, or incomplete and helps people make sense of what it means for the organization within the present context and strategic needs. Sensemaking for DE helps guide decision-making and strategy.
  • Complexity and Systems Thinking. A distinguishing feature of DE is the use of applied thinking from systems science and complexity to guide the entire process. This means creating designs and processes that are sensitive to detecting emergent properties, network effects, organizational behaviour (like self-organization), and non-linear or algorithmic change dynamics.
  • Dynamism. Complexity also requires that an evaluation be designed with consideration of the dynamics of the program, actors, and system. This means adapting or developing from a moving position, not a static position. It also involves designing evaluations that take into account the growth pattern and evolution of a program that suits the system. It’s about a design for changing conditions.
  • Visualization. System complexity is made more so by the inability to effectively ‘see’ the systems in our heads – there’s too much information. The ability to create system maps, visualize the dynamics and relationships within it, and facilitate discussion of those systems is critical to understanding where a program fits within it all. Visualization can be sophisticated or relatively simple in nature.
  • Design. What makes DE distinct is that it is about making modifications to the program as it unfolds using evaluation data to guide the strategy. These modifications require design and the skills — like with evaluation — require designing a program while it is moving. These developmental design skills are often overlooked and bring together service design and innovation with elements of systemic design.

Toolset

The toolset is the least specific of the three ‘sets’ for DE. Almost any method can support a DE, although unlike other approaches, rarely will there be a case where a single method — interview, survey, observation — will work on its own. A multi-method or mixed-method approach to data collection is almost always necessary.

Some additional tools or methods that are not common are ones we’ve advocated for and either developed ourselves or borrowed from other contexts. Three of the most important of these are:

  • The Living History Method. This meta-method brings together artifacts that inform the program’s early development and evolution. It recognizes that the present program is shaped by where it came from and that such a history can influence where things are going. Unless these conscious or unconscious patterns are recognized it is unlikely they will change. This method also helps record decisions and activities that often get missed when creating an innovation.
  • Dashboards. The wealth of potential information generated from a DE and available at our fingertips can overwhelm even the most skilled evaluator. Creating dashboards using simple tools and technologies can help organize the various streams of data. It also can allow someone to gain a sense of where there may be simple patterns laying within a complex layer of data.
  • Spidergrams. The spider diagram is a simple visualization tool that can work well in a DE as it helps pull various data points together in a way that allows comparison between them AND the ability to dive deep within each data stream.

Some additional perspectives on doing DE can be found in the guide (PDF) published by the McConnell Foundation by Elizabeth Dozois and colleagues.

Next time you are considering a DE, look at your present inventory of mindsets, skillsets, and toolsets to see if you have the right resources in place to do the work you need to do.

Need help? Contact us. We can help you set up a Developmental Evaluation, do one, or both. We’d love to hear from you.

Photo by Lucia Otero on Unsplash