(P7): A Broader View of Strategy and Change

Young child playing Jenga, a board stacking game where the object is to pull wooden parts from the stack without causing a collapse of the tower.
Be Careful!
  • We know more than we can tell
    Michael Polanyi
  • If you want to change things, then you need to let a thousand flowers bloom —Dave Snowden
  • Thus, what is of supreme importance in war is to attack the enemy’s strategy. –Sun Tzu
  • Wanderer, there is no road, the road is made by walking
    Antonio Machado

Back to Basics

In my model of Disability Rights Systems Change, Strategy is a framework for making decisions when the decision processes are clouded by future uncertainty and scarce resources. Ultimately, your strategy is an enacted framework of change design. The change design concerns four arenas of action:

  • Ends
  • Ways
  • Means
  • Integrity

Ends

In the language of advocacy, ends are valued outcomes, not simply possible outcomes or most likely outcomes. Advocacy fails if a valued outcome isn’t achieved, even if some other outcome is achieved.

Ways

You can think of ways as design paths to change which  you try and learn from. The paths can be conceptual, rather than geographic as they might be in a military action.

Means

What tools, resources, and other assets can you use to support your change efforts? In advocacy, there is also a dimension of morality in the use of means, which doesn’t exist in other arenas such as war, politics, and finance. Each effective use of means to change asks a moral question that must be addressed in our advocacy. For example, it wouldn’t be moral to fabricate a lie about the person representing a target in order to disrupt the ability of the target to negotiate effectively.

Integrity

Because advocacy can develop into long term negotiations with many ups and downs over the course of an advocacy initiative, we need to constantly assess whether our effort is retaining the values and broader advocacy purposes that were part of the initial change effort, or whether we are drifting away from that secure value-driven base.

The next part of this series will explore how FutureStrategy can be made real.

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(P7): Using the Dispositions of Your Targets

A pink frog-like human brain ready to leap.
Leapin’ Neurons, Batman!

Your target also has dispositions (policies, incentives and disincentives, cultural ableism, political pressures, economic concerns, etc.) that you can use to anticipate where advocacy might be needed, and where an advocacy ecosystem framework might be more useful than simply responding to an oppressive action.

You can think of these dispositions and system drives like thirst or hunger in us. You can also think of these dispositions as implicit biases which provide “answers” to “questions” that the system gets from its environment, including your advocacy “questions”.  They are all flows of ongoing perceiving and acting to deal with the unavoidable in the target environment.

As advocates, we also have dispositions, both as drives and biases, and we too act continuously in the same way that our targets do. You can use your target’s dispositions to enhance your advocacy, and you can use your own dispositions through reflection and dialogue to expand your vision of the possibilities of advocacy, as well as expanding your skills. Most importantly, you can use reflection on your experience and practice of advocacy to move along the 3 phases of becoming a capable advocate:

  • Beginning: Creating a base reference system of rules and techniques in your brain to recognize repeatable patterns and methods of advocacy.
  • Adeptness: Understanding when to break the reference system’s rules and tweak the techniques in order to solve difficult or unusual advocacy challenges.
  • Mastering: Being able to respond to the entirely unique aspects that a particular situation requires for a successful advocacy outcome.

Your brain can “jump” to new levels of capability through the experience and training you gain over time.  And you can collaborate with other advocates to expand the scope and impact of your advocacy. The process of reaching mastery of advocacy is a process of building pattern-recognition and reflection competence as an integrated internal complex adaptive system.

Your target’s dispositions are roughly similar across time, and once you have had significant interaction with the target, you can begin to see these dispositions as the structure of the system, and you can anticipate them as roughly standard responses to your advocacy.

We can think of target dispositions as constraints within which the target operates. They are like the weak link processes that the target has with agencies and local context processes. While advocates might have difficulty destabilizing a disposition (as advocates, we often don’t have the ability to do this), we can always threaten the relationship that the target has built up with some specific dispositional trend or force-say a millage election.

(P7): Advocacy and Negotiation

Decorative
Negotiation

Students with Disabilities: An Advocate’s Guide

What disability advocates do

What is Structured Negotiation & Tips from Lainey Feingold

All advocacy occurs in what might be described as negotiation possibility space. Each advocacy effort is an ongoing “conversation” with a target about the division of some resources.

These resources can be based on a rights schema but usually involve actual negotiation over other kinds of resources, including money, power, target control over infrastructure and decisions, and just about any other trait the target might have that impinges on the access by the person, family, or community being represented.

The target ordinarily views the negotiation as a contest over the division of resources-money, staff time, staff tasks and obligations, and so on. While targets have some commitment to the rights of the person, they view rights as negotiable precisely because rights involve the division of resources in a process of negotiation, not as inalienable rights of the person.

It is important for advocates to remember that the right to autonomy and free choice is not what is being negotiated. It is the resources that are necessary to make autonomy and free choice real. It is easy to forget this fundamental truth in a tense long negotiation over resources. Also, over time, it is easy to develop habits of thought and action that focus on the resources being negotiated  and not the autonomy and freedom that is the only justification for the advocacy.

When people negotiate over resources, they will suffer some loss even if the negotiation is viewed as successful. This is the nature of negotiation between parties who each have some power. This is another reason why negotiation should not be viewed as the same as the right to autonomy and freedom.

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(P7): Basic Idea of a Target Ecosystem

A simple model of a biological ecosystem, with the sun providing the basic source of energy, energizing producers to feed consumers, and letting consumers feed decomposers. All this action creates and maintains an Inorganic nutrient pool available to producers. Producers, Consumers, and Decomposers shed heat. And so the cycle goes.
How It All Works…

Educational Ecosystems
What Kind of Ecosystem Is Your School?
Net EDU Project: Educational Ecosystems
The Struggle of Two Missions

I’ll use education as the basic model for the discussion of the ecosystem idea since everyone has lived experience with it and advocating in education has been advocacy in which I have been deeply involved.

Ecosystems are self-evolving frameworks of many interactive parts and are a type of Complex Adaptive System (CAS).  The parts act for their own benefit, so the stability of the CAS requires interactions in which the parts need each other to survive. This idea is equally true of Advocacy Target Ecosystems.

Model of an Advocacy Target Ecosystem:

Imagine two circles.

The inner circle is the education system that is your advocacy target. Within this circle, the strong relationships/processes that make up the target  drive its ongoing behavior and purpose.

The outer circle includes all the peripheral organizations and communities that relate to the education system. They constitute weak relationships/processes that buffer the target system and effectively prevent the strong processes of the target from running away and undermining the ability of the target to fulfill its purposes.

These two subsystems make up the actual target ecosystem.  Together, these two subsystems act as a roughly stable ongoing process. If we wish to change the target, we must engage these subsystems.

The standard way of engagement is to disrupt or destabilize processes in the subsystems, to force the target to respond to a change in its control. However, it is very difficult to destabilize or disrupt the strong processes without undermining the ability of a target to pursue its purpose.  In fact, it is the gradual corruption of these strong processes that divorces the target from its reason for existing over time. (See The Struggle of Two Missions).

It is easier to disrupt or destabilize the weak processes.

Because they are weak processes, why would the target change its behavior to respond to a disruption or destabilization of its periphery?

The relationship between a target and its peripheral buffering weak processes (from the perspective of the target)  is ideally one where the weak processes cycle through a repeatable set of predictable actions.  If the predictable cycle breaks down, the target must invest energy in restoring the predictable cycle, even if it means changing in some small ways inside the subsystem of strong processes. It will expend this extra energy (from a capped total amount of energy that also supports its strong processes) in order to restore rough stability and continue as much as it can to behave as it did before.

So, advocates disrupt the weak processes by filing a complaint or calling for an IEPC or reaching out to stakeholders to which the strong subsystem can’t avoid responding. They try to leverage the target systems to make changes that expand the personal autonomy and possibility space of choice available to students and their families.  This engagement is the standard way that advocates change target ecosystems.

There are many variations on this standard way of engaging a target ecosystem. And, the weak processes that stabilize and support the target consist of much more than rules and due process. There are many weak processes that support any target, and all of them are potentially subject to destabilization/disruption, forcing a response from the target. For an education target, these might include the school board,  the various funding mechanisms necessary for the strong process subsystem, the political interface of the target in the larger community, target policy or action failures in any part of the strong process subsystem, and so on.

Our advocacy must become part of the weak process subsystem before it can be effective over the long term, and before we can be in a position to approach changing the strong well-protected processes of the target. This means that, in addition to our work to disrupt or destabilize weak processes, like the target, we must engage the weak processes and build ongoing relationships with them. We must become part of the target ecosystem to be able to effectively advocate.

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Person-Centered Planning and Social Justice

By Norm DeLisle: For Entire Post, Go Here…

A few years ago, I created a short presentation as part of a grant to train LTSS Supports Coordinators in the Why and How of PCP. My presentation was part of the Why. I did the presentation is a Microsoft Tool called Sway, so I could see how the tool worked. Sway is a way of rapidly creating online presentations that is easier than PowerPoint.

I decided recently to redo the presentation using a Social Justice Framework instead of the more step-by-step version I did back then. Here it is, and I’d be interested in your view of the results…

We are here, Get used to it.

A Social Justice Response to Disability-Based Oppression

I estimate that more human beings are enduring agony today than ever before; the number could be greater than the sum of sufferers throughout history. I speak of starvation and epidemic; war and terrorism; deprivation, exploitation, and physical torture. I repeat the word agony; I am not talking about “hard times”. 
-Stafford Beer

All forms of oppression deny, distort, degrade or disrupt the exercise of agency by individuals, families, human communities (however they are defined by gender, sexual orientation, or any other characteristic of identity), race, ethnicity,or nationality. Because all these examples of targets for oppression have members who have disabilities, the oppression of the disabled embodies the deep richness of the meaning of intersectionality and its possibilities for real empowerment.

For most dimensions of identity, social justice progresses through large-scale activism, focused on community-level protest and policy advocacy. Successful activism creates “affordances”, tools in the environment that can be used by members of the community to resolve or correct some form of oppression. For People With Disabilities (PWD), while such activism is a core part of our progress in Social Justice, the level of oppression embedded in the infrastructure of every society in our world is so ubiquitous, that community level social justice progress is not enough. Each PWD needs a very local and granular set of affordances to experience and pursue the same freedom that other communities can explore through the modern advocacy of valued social justice outcomes.

(P7): Enabling and Managing the Ecosystem of Advocacy/Targets

 An abstract view of how Community-Based Organizations participate and drive delivery system reform, as an example of an advocacy ecosystem. See link below image for text
Text Description of Image

Although we tend to focus on the advocacy task at hand, our work to support the personal agency and full life of individuals with disabilities does not occur in isolation. As advocates, we are a part of a larger complex adaptive system (CAS) that includes support and funding systems, policy and legislative systems, and communities of people with Lived Experience from the many communities of people with disabilities. Our focus on the current task assumes the ongoing operation of the larger ecosystem as a context for all our advocacy work. We make use of affordances (agencies, laws, rules, funding, expertise, etc.) that act within the larger advocacy context as ongoing processes which we can influence to achieve valued outcomes.

In the larger processes of this ecosystem, all subsystems change and adjust over time through advocacy activities (and many other activities as well). Our goals as advocates are to:

•Build our relationships with other parts of the ecosystem in order to carry on advocacy and the other kinds of communication necessary to maintain these relationships.

•Evaluate and adapt our advocacy planning and actions based on a constant debriefing of the impact of our actions and an equally constant monitoring of the ongoing changes in the rest of the ecosystem, that both enable and disrupt our advocacy strategy.

•Facilitating a more effective advocacy/target ecosystem, in the sense that it becomes easier over time to advance valued outcomes.

•Introduce New Values and Novel Expectations into the interacting parts of the ecosystem. Successful introduction triggers a cycle called Autocatalytic Mutualism which drives changes in the ecosystem. Effective advocacy is always creative in this sense.

This part of the project will explore why we need to keep the entire advocacy ecosystem in mind while we work toward our valued outcomes. We are a part of this ecosystem and never stand outside of it, though our focus shifts as our work and the context of our work evolve.

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(P6): Organizing for Emergent Strategy

A simple food web with the Sun and mineral nutrients feeding autotrophs (i.e., plants) and heterotrophs including interacting Carnivores, Herbivores, and decomposers leading to the regeneration of the Mineral Nutrient pool.
A Simple, but Surprisingly Rich Diagram of a Food Web

Food web
Emergence
Emergence 3 Minute Video
The remarkable simplicity of complexity
UNINTENDED CONSEQUENCES

Once we develop our tactical advocacy skills through individual representation and traditional systems advocacy, we need to expand our vision and our skills to encompass a form of systems advocacy that supports the organizing of emergence as a way we implement our social justice agenda.

Emergence means (among other things) the creation of a network with a core of strong process links and a periphery of weak process links. This mutually reinforcing network of strong and weak ongoing process links is the way that emergence occurs. This network is the governing constraint that creates a possibility space in which emergence can grow.

Remember that strong linked processes drive the local system, and weak linked processes buffer the local system and prevent it from “burning out”.

World Building is another way to talk about such networks and organizing for emergence.  World building can be a very human tool for building a change ecosystem.  While the detail of building a change ecosystem is the subject of the next Part (7) of this work, I hope this slide will introduce you to the idea of world building, something which we all embrace as a standard part of our social and personal lives., mostly in media, the arts, and social culture. For example, many entertainment vehicles (like Harry Potter, Game of Thrones, the Matrix trilogy) have been extended as highly detailed, multi-media, social community driven worlds far beyond what we used to accept as the boundaries of entertainment and fan culture.

World building can create possibility spaces that allow the enabling and disruption of affordances. Such worlds can be used to engage in the task of creating a new future for PWD. Building a World for social justice is an expansion of the possibility space that PWD created when we embraced the civil rights advocacy paradigm. It represents the possibilities we have learned from the strengths and weaknesses of civil rights advocacy.

Today, we tend to use change narratives only linearly to illustrate a value or a policy failure of the system, not to formulate an entirely new way to go forward.

But, if we are to remake this world in a way that supports personal autonomy, social inclusion, and freedom of choice, we will have to simultaneously make our own lives much larger than they’ve been before.

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(P6): Creating From the Bottom Up

Ground View of Summer Forest with many plants and trees.

The Medium is the Message –Marshall McLuhan
What Are the Benefits of the Bottom Up Approach?
Bottom up Thinking
Emergence: Complexity from the Bottom Up

One of the enduring problems in behavioral health systems reform and advocacy is to realize the vision of person-centered, and person-driven, living, within the machine/computer models of modern bureaucratic systems of service and supports delivery. The approaches to resolving the tension between these paths to realizing person centered and driven planning and living has drawn on two repeatedly used tactics:

•Iterative and incremental improvement in the macro-system while maintaining that current system’s underlying CAS logic
•Creation of novel frameworks in a micro-system from the bottom up with a view to advocating for them to be embraced by the macro-system.

These two approaches to change each have their own problems in their ability to move us effectively toward a scaled person centered and person driven planning and living reality. They also actively interfere with each other when advocates attempt to use the innovative micro-system to alter the logic of the macro-system. This can be seen in the endless arguments over the best method to advocate for change toward our valued outcomes.

The most obvious problem with building a model of supports consistent with social justice and trying to use it to leverage change in the macro-system is that the logic of the macro-system will largely, if not entirely, try to absorb the meaning of the social justice innovation and minimize its need to change. Yet, it always seems impractical to somehow replace the macro-system wholesale with a CAS that truly reflects valued social justice outcomes.

I would suggest that we look to the building of supports from the bottom up without any plan to integrate them into the macro-system of supports, specifically to avoid having the macro-system’s logic applied to these supports. In fact, I suggest that we build supports in a hundred different ways from the bottom up without integration of our innovations in the macro-system as the outcome. Further, I would suggest that our outcome be the creation of an advocacy and supports ecosystem that can compete in some arena with the current macro-system. The next Part of this series of posts will explore how we might approach such an outcome. But first we need to understand more concretely how emergence occurs in our potential advocacy ecosystem.

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All Important Problems Are Wicked

Easy Essays About Changing Systems

An interesting but impossible to describe artistic piece of many colors and too many strings to count

Where Do I Start?

Almost a half-century ago, a couple of researchers gave a name to something we all know is real, but have a hard time articulating. They said that science was good at solving what they called “tame” problems, but was inadequate to deal with what they called “wicked problems”.

The name, “Wicked Problems” stuck, because it was a fundamental insight into the difficulties of dealing with the appalling reach of real-world complex adaptive systems (CAS).

Right now, we are dealing with a pandemic, a surge in the explicit oppression of all marginal communities and resistance to that surge, ongoing and apparently unstoppable economic degradation, the potential for the worst hurricane season ever, a healthcare system that has shown its extraordinary brittleness at exactly the time we need it most, and looming long-term failures in the larger economy over the next decade. These are all individually wicked problems, and they are all interconnected.

A gumbo of wicked problems.

These are some of the characteristics of Wicked Problems (WPs):

  • There is no single way to describe the problem. Creating a description of the problem always leaves out very important parts of the WP. You can’t get outside a WP to see it in its entirety, so you can’t ever describe it in its entirety.
  • “Solutions” to WPs never solve them, though they can make them better or worse. To add insult to injury, if your solution is effective, your solution changes the nature of the Wicked Problem without necessarily making it any easier to solve.
  • No matter how we try to categorize a wicked problem, every WP is unique, and our characterization of the WP is inadequate.
  • Every solution to a WP is one-shot; there can be no trial and error approach to WPs. This doesn’t mean that we can’t learn from interacting with the WP. It just means that what we learn will have very little transferability to other apparently similar WPs.
  • We only gain any real understanding of a WP by trying out a solution. Before we come up with a solution, the WP is just a Big Mess. The solution will be inadequate for the problem. So, our understanding will also be  inadequate for the problem, even if this is the best we can do.

People with significant disabilities have a deep understanding of WPs that has developed from our lived experience of dealing with the real world. We have learned some lessons the hard way that can be of use to everyone as we try to improve the current litany of WPs we all face now:

  • Institutions, regardless of their purpose or intentions, are always dangerous places to live.
  • Commitment by medical professionals to customized care of people with disabilities is too often limited by how inconvenient our needs are to the medical practice or the professional staff’s daily routines.
  • For our community, supports that are common in the treatment of the nondisabled are treated as “special” for us and are the first kinds of supports dropped when a crisis like the current pandemic occurs.
  • Finally, the US healthcare system is approaching 20% of the economy.  But, the primary health system take-away from this pandemic is that the search for financial efficiencies and the economic protections that credentialing/licensing and scope of practice laws provide simply made a sizeable proportion of the health care labor force unavailable for responding to the pandemic.

We can certainly get better at managing WPs, but we will have to give up our simple notions of silver bullet solutions and get good at embracing these increasingly Wicked Problems on their own terms.

(P6): Deceit

An artistic rendition of the Tower of Babel

All conflict involves deceit. In fact, all communication involves some level of deceit, whether purposeful or not. This is because all communication is necessarily limited. Truthful mutual understanding is only achieved through long-term authentic relationships.

Deceit is in no way an unalloyed good or evil since it can be both manipulation and self-defense at the same time. Deceit always makes management of an advocacy strategy more complex and less controllable. Deceit can be an impulsive act to help control some unexpected disturbance in the advocacy possibility space. Deceit seems safe, a way of increasing the security of the advocacy strategy. It isn’t. It can and does reduce your choices in the advocacy possibility space.

Deceit in advocacy initiatives is of three kinds and all three are always present (if not necessarily competently implemented) in every conflict:

  • Strategic deceit
  • Tactical/Operational deceit
  • Self-deceit

Strategic Deceit

Because a true strategy is a framework for managing future uncertainty and scarce resources, any statement of the strategy is automatically deceitful because the statement can’t frame the actual use to which the framework will be put. Of course, this applies to those who are part of the advocacy initiative as well, although communication and relationships are stronger within the initiative as opposed to the interaction between the advocacy effort and the target. This isn’t strategic deceit.

Strategic Deceit is a performance that provokes uncertainty in the target’s choices about the advocacy initiative. It is analogous to the operational notion of the Indirect Approach (https://en.wikipedia.org/wiki/Indirect_approach) that your actions should be ambiguous as far as their outcome is concerned.

A successful Strategic Deceit requires a deep understanding of how the target thinks, and how it values. This knowledge is not something especially prized by advocacy organizations that view advocacy as supporting only the appropriate implementation of rules and regulations, which, by their nature, aren’t about what the target’s actors think and value.

Tactical/Operational Deceit

There is a wide base of public information about this kind of deceit. There have been many books about military based operational and tactical deceit, and there is a kind of cottage industry in articles about the cleverness of such deceit. Because of the actual military actions that are subjected to deceitful preparation, the deceit comes as a surprise to the opponent. This surprise is a lot more difficult to pull off as part of an advocacy initiative, where the initiative may go on for months or years.

There is always a downside to discovered deceit. Once the deceit is discovered, the target will devote more energy to paying attention to you and they will feel more justified in extravagant deceit and trolling than they did before the discovery of your misinformation.

Tactical deceit can be useful for, say, a specific IEPC. There are also ways to cloud your purposes by careful orchestration of your messaging without lying about those purposes. For example, a method I have mentioned in other posts and slides is to initiate an advocacy action in several local areas without showing that you are creating several nuclei for the initiative. Local targets will respond to the local initiative without seeing the larger pattern, and their responses will be less effective as a result. This kind of short-term deceit is only constrained by your understanding of the target’s motivations and values, and your initiative’s creativity.

Self-Deceit

The most problematic form of deceit in advocacy initiatives is Self-Deceit. There are two reasons for this.

One is that humans have evolved to be more optimistic than pessimistic; see (https://grist.org/article/80-percent-of-humans-are-delusionally-optimistic-says-science/). Optimism produces hope and hope can generate action even when situations seem very dire. This is especially a useful bias when there is no obviously effective way to deal with some threat. But optimism is a bias. We use optimism to maintain advocacy energy, but the bias affects how we frame our actions, and how we execute them. So, we make mistakes because of our optimism.

Depressive Realism (https://en.wikipedia.org/wiki/Depressive_realism) is the other side of the coin in self-deceit. Mild and moderately depressed individuals are better at predicting outcomes under uncertainty than people who are optimistic. It is difficult, though to see how running an advocacy initiative using depressive realism would work out well in an activist community.

The best way to manage this in my book is to allow optimism to generate energy while making use of the insights of depressive realism to manage tactical/operational decisions.

In general, I think that deceit makes effective advocacy more complex and difficult. But, if you must, use the framework of obfuscation rather than outright deceit.

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