Hélène Finidori WOW5 PatternLangage4SystemicChangeV2 Libre
Hélène Finidori WOW5 PatternLangage4SystemicChangeV2 Libre
Hélène Finidori WOW5 PatternLangage4SystemicChangeV2 Libre
Hlne Finidori
Commons Abundance Network
http://commonsabundance.net
@HeleneFinidori
PreparedfordeliveryattheWorkshopontheOstromWorkshop(WOW5)
conference,
IndianaUniversityBloomington,June1821,2014.
Copyright2014bytheauthor
Abstract
This presentation examines engagement and the drivers for transformative action, and the conditions
under which disparate efforts of all kinds can coalesce to generate systemic change and bring about a
new paradigm generative of thrivability, sustainability and equity.
Challenging the assumption that open groups of change agents and activists can agree on the
representation and materialization of a shared overarching vision, goals and priorities (even on the
commons themselves!), it places itself in the context of an ecology for transformative action with its
diversity, systems and processes, and examines a variety of forms of engagement under the lens of
action logics.
Action logics are derived from leadership and psychological development theory, generally used in
constructive developmental approaches. They reflect the affective, behavioral and cognitive modalities
which drive people's thinking, experience and action.
In this presentation, action logics are applied horizontally as a meaning-making framework to
understand the nature and processes of engagement and to examine what type of common underlying
logic, and in particular of commons logic, could manifest as common ground across action logics.
Ultimately it opens up further areas of research and practical applications, and in particular the
development of a pattern language and other tools for bringing to awareness the common ground
elements that would help 'activate' and leverage agency wherever it can be found (and in particular in
the mainstream) in a way that nurtures the commons at all levels and in all its dimensions.
Introduction
With her life long research on the governance of the commons Elinor Ostrom set the stage for the
reversal of Garrett Hardins Tragedy of the commons curse, which formed the basic argumentation for
the privatization and monetization of public, or public domain, goods and services.
Ostrom showed that commons as social forms, with institutional frameworks and rules elaborated by
the communities taking charge of the system they depended on, were in a condition to thrive. Humans
were after all able to cooperate beyond their immediate individual interests.
A new political discourse of the commons emerged, providing an alternative to market enclosure and
state supremacy, giving raise to a whole new vocabulary.
The commons became a banner under which many disparate communities, movements, and initiatives,
from global pool resources to regional commons, parks, public libraries, culture and digital commons,
the free internet, seed banks, and more, started to rally, giving birth to a grassroots movement. This
diversity, which constitutes the richness of the commons and its potential as paradigm, is also what
makes it hard to pin down a clear definition of the commons and to forge or delineate an identity and
common vision for the movement. There is no one model of the commons to apply, and the existing
models are not something to adopt and implement in one piece.
Much of what social change and environmental activist groups and communities of practice are
currently engaged in is related in a form or another to protecting the environment, people, resources
from over-exploitation and abuse, even if not organized as commons, aligned with the commons ethos,
or expressed in commons speak. Each social change agent holds a piece of a response to the various
manifestations of the tragedy of the commons and to making the world a thriving place. In other
words, at the same time as commons are promoted as organizational models, focus should be applied
on spreading and embedding the logic of the commons in social change activity and alternatives that
already exists, together with the provisions that would prevent this logic and the resulting commons to
be co-opted, so that people in other movements can feel more confident that the policies and models
they recommend actually prevent or improve the practices as far as abuse and over exploitation or
enclosures are concerned. Commons as organizational forms would emerge as the result of a diversity
of communities and movements taking all kinds of social objects generative of livelihood into their
care and hands, thus reclaiming them as a commons in the process.
By finding and articulating the commons logic underlying their activity, existing movements of all
sorts could further strengthen their own narratives and contribute to amplify the coalescence of
disparate efforts towards protecting, nurturing and growing the commons as a whole, by design. The
awareness of each other and of the whole that movements would gain in the process would help
resolve conflicting interests between commons. From this perspective, commons would serve as a
medium for accelerating the adoption of practices that address social, environmental and economic
dimensions in a sustainable, cohesive and interconnected manner. They could also serve as a vetting
system to assess the impact of social change initiatives and sustainability policies and practices and
help operate inescapable trade-offs, so that people within mainstream institutions trying to instill other
logics into the system could do so in more confidence.
As object, the commons are the assets that we inherit or create, use and change, and that serve
our livelihood (our natural, social and cultural resources, genetic and biological diversity,
knowledge, etc), that we pass on to future generations. These multiple factors of opportunity
and enablement need to be nurtured, and (re)generated, and to remain accessible to the greatest
number. They must be protected against capture, over-exploitation, depletion and
abuse.
As process, the commons are the practices, the culture and the relationships people build with
each other, with their resources and with the earth, the ways of being and doing in common
(caring, sharing, nurturing, replenishing our common assets with discernment, transparency,
empathy, equity, justice, mindfulness), which ensure the (re)production of the commons.
This process critically depends on sustained and adaptive know-how, on increased knowledge
flows, and continuous collaboration and learning, including ways of working together on
problem solving. It takes multiple forms and names.
As result, the commons are the outcomes (access, capacity, well being, quality of life,
prosperity, abundance) and outputs produced by these practices (knowledge, common goods)
that in turn become assets to protect, nurture and reproduce in a circular process.
There is a universal aspect to the commons and to what drives social movements across the globe even
if we cannot clearly translate it in comparable terms across languages. However when various
movements or communities gather in the same room to devise common action, coordinating on vision
and pathways and bringing coherence to their aggregated action is challenging. Agreement is broader
on aspiration and intention than it is on actual representation of what the future looks like and course
of action.
eco-villages, community agriculture, new forms of consumption, the gift and sharing economy,
community currencies. They usually intervene at the local community level.
Unity in diversity?
As change agents, most of us acknowledge the critical need for systemic change and for collective
intelligence and action, and we feel increasingly interconnected, but we are facing a paradox. What
seems to make us effective agents focusing on our respective domains of engagement and action is
specifically what prevents us from uniting and being effective as a whole.
IllustrationMichaelLeunig
Because of the specialization of agents and the non interchangeability of engagement and action
logics, attempts to organize a global response to a global challenge and unite across islands often
results in dilution of focus and therefore of prospects, leaving all parties weakened and in delusion.
Alternatively they foster the adoption of unifying ideologies, reductionist both in thinking and action
in ways that can ultimately put systems at risk and lead to totalitarianism back to square one, the
travelled routes into sameness. Eventually they crystallize existing contradictions and perpetuate
conflicts between solutions or alternatives. Something Occupy and other recent self-organized
movements have worked to overcome, focusing on leverage points and avoiding action plans and
demands, with some success but also shortcomings, in particular as far as being able to understand
each other across islands, particularly when not speaking the same language.
focuses on the immediate operational capacity and the existing capabilities of the efficacious agents,
and on the conditions under which they can leverage the potential for change in their own context,
each brushing a stroke of the impressionistic changing image of man while bringing their stone to the
systemic change process in a co-evolutionary way. By construction, it includes the vertical
development models as one of the many coexisting engagement logics.
Human development is as much an emergent property of the collective/aggregated application of
agency through praxis and an outcome of change itself, as it is a prerequisite for change. There is a
feedback loop at work here also, which nurtures the co-individuation and therefore co-evolution
process.
Looking at the universe of possibilities for intervention and innovation as an ecology for
transformative action (Finidori 2012) enables to envision change and problem solving not as a
transcendent, centralized or controllable process that encompasses sets of critical and prioritized
components and leverage points into one master plan or framework, but as an immanent distributed
self-directed one composed of myriads of initiatives, master plans and frameworks that complement
each other.
TheAncientIndianFableoftheBlindMenandtheElephantSourcehttp://blog.practicalsanskrit.com
The pattern language would try to bring the reality or the possibility of the elephant into each part, so
that it is the elephant that materializes as a whole when all piece are described, and not a set of
unrelated parts.
This way of viewing change refers to both the information and logics we have and operate on and the
information and logics we are individually missing, at the same time. What it takes to find the
complementary shapes one thing can use with others to build new things involves exploration and
questioning, a playful mind and approach. We try and reach clarity while we manage to let go of our
limiting assumptions and processes. The Ladder of Inference (Argyris 1982) reminds us that our
assumptions are formed through the meaning we derive from the data we select out of real observable
data and experiences, which are our own interpretations of reality. What we infer may be biased by the
selection we make and by the reinforcing effect of our assumptions on our beliefs in a feedback loop.
Double loop learning (Argyris 1982) and walking each other through our respective thinking can help
us discover our respective interpretations and draw a broader picture of reality. The Johari Window
(Luft & Ingham 1955) opens up on self-awareness and shared discovery of the unknown, to expand
the boundaries of our perception. A participatory process leading to participatory clarity.
TheJohariWindowAlanChapman2003
http://www.businessballs.com
TheLadderofInference
Source:PeterSengeTheFifthDiscipline
If movements, change agents and innovation based communities could describe the reality and the
phenomena they observe on the ground, and learn to distinguish in the perspectives of others what is
different from their own, if they could discover and travel within the landscape of transformative
action, and mutually recognize their coexistence, the common ground and potential synergies, then
they wouldnt need to 'bargain' a middle ground or a synthesis. Just by acknowledging differences and
by learning to discover what they don't know, natural channels would open up through which
understanding can flow and things -including agreement- can happen. The awareness that they would
gain would result in positive feedback loops reinforcing their own action and that of the whole towards
a shift, providing forms of orientation that can help decision and action, and improve multi-stakeholder
dialog and conflict resolution along the way.
LexicalDistanceAmongtheLanguagesofEuropehttp://bit.ly/1iub51J
In order to keep the flow alive and running in line with purpose, we need to be able to see evolution in
the making, how we contribute to it, and where it is taking us. We need to keep a momentum that will
continue to inspire and empower, providing the conditions for outcome and achievement. Seeing the
possibility of the change and the change in the making would help us enhance our ability to identify
gaps, explore possibilities, fulfill needs, and (re)direct our agency to where we want to see it go...
Defining the goal of the system: The conditions for commons to thrive
A pattern language integrating the various dimensions of the commons logic would provide an
architecture of participation oriented towards participatory clarity, and help learners and change agents
in various communities of practice compose the solutions to theirs needs in a more interconnected and
effective way. Such pattern language would be conceived around the elements that shape the various
engagement logics and clusters of engagement and would help people in various clusters navigate the
space of possibilities in self or group discovery journeys in ways that resonates with their own
engagement logic, to discover the unknown and expand the boundaries of their understanding and
action.
The pattern language would provision the conditions for the commons to thrive in the form of building
blocks that will enable change agents to create solutions and organize action in the contexts they are
engaged in, while keeping aware of the diversity of possibilities around. These building blocks would
focus on leverage points in the system that can help break the patterns of the current economy, those
which are devastating to the commons in all their forms, and that can instill instead patterns that are
protective and generative of commons.
Donella Meadows spent much time studying leverage points, the places in complex adaptive systems
where small shifts in one place can have very broad effects. Meadows established a list of twelve types
of leverage points by level of intervention and order of effectiveness. At the highest level, the most
effective points, but also the most difficult to change are psychological and cultural, related to the
worldviews and paradigms from which systems arise. Meadows highest paradigm, higher than
changing paradigm is the power to transcend paradigm, to realize that no paradigm is true, to espouse
them all. This is what the pattern language is set to do at the systems level. Allow each paradigm to
coexist with the others, without requiring paradigms to be changed a priori or as a goal, without
requiring anyone to fit him/herself in other worldviews.
Next, the most important leverage point is the goal of the system from which all the others derive,
enabling the system to self-organize within its own boundaries. This includes the systems rules, its
accountability and correction mechanisms, and the elements that help its behavior regulate and go
through adaptive cycles, such as the structure of the information flows that enable self-correction, the
gains obtained from driving reinforcing feedback loops, and the strengths of balancing feedback loops
relative the impacts they are trying to correct against, with the delays of reaction to change, that all
have an effect on and are in return shaped by the interactions within the system, what is accumulated,
how things flow, and finally the structures of the system, its stocks, buffers and parameters such as
infrastructures, resources, operative principles.
The pattern language would enable agents, movements or communities to design the goals and the
leverage points for their own niche of action according to the type of paradigm and change they would
like to see arise in the system, corresponding to their engagement logic, while protecting and
reproducing the commons.
Pharmacology and the limits of accumulation
A notion to incorporate in the patterns, and related to the ability to read and react on signals to enable
self-correction is the notion of pharmakon a concept broadened by Bernard Stiegler.
Pharmakon is the Greek word meaning both poison and medicine.
As much as a medicine can become a poison when abused, a poison can become a medicine in small
quantities (re arsenic in homeopathy). Patterns can become anti-patterns if abused, and small doses of
anti-patterns can be beneficial if only to keep the system in 'watch'.
Anything that is over applied reduces the variety and resilience of the system and makes it brittle or
ends up by poisoning the system. One of the reasons our system is going into the wall is that we over
apply recipes, loosing track of why they were used in the first place. We over-apply models or patterns
and concentrate on measuring the rate of application of the models not the outcome and the
accumulated effects of the model, or we apply the wrong models to situations.
For example positive feedback loops are wonderful in our system because they are sources of growth,
expansion, and abundance. But the more they are at work, the more they drive the system into one
direction at faster paces the momentum and course of which is extremely difficult to change, turning
abundance into overexploitation, making the system easier to game and unresponsive to signals of
decay or overshoot, unable to engage in self-correction or meaningful disruptive innovation,
powerless in the face of systemic risk and instantaneously breakable by glitches or black swans. If
unchecked, these feedback loops eliminate choices. An analysis I have expanded in a Spanda Journal
article published shortly.
The window of viability (Lietaer & al 2010) in which all sustainable natural ecosystems operate, at the
point of optimal balance between two polarities such as efficiency and resilience offers a good
example. Similar approaches could be taken with other polarities such as competition and
collaboration.
We will be looking at which 'pairs' of patterns can help optimize each other, and at incorporating in our
patterns some heuristics to explore the points at which a pattern can become an anti-pattern.
Centers as essence of life
One can refer to idea of "centers" (Alexander 2002) as the 'why/what for' determinant of the attributes
of a design and from there relate to the notion of "pattern". Centers are the essence of life. "Patterns"
are combined in 'generative sequences' to create/(re)design better "centers."
Patterns are not only problem solving principles (Alexander 1977), but they are also systemsstructuring and generative elements with their own feedback loops that can be applied at various levels
and scales as things are unfolding, enabling to go from liquid to solid, the diversity of which creates a
resilient 'structure' that is generated both in a constructed and in an emergent way. The scaffold is
being built as we go, and the existing structure becomes the scaffold for more, enabling to add new
'blocks' like a Lego construction. One can imagine elements with the hooks and bridges that would
enable connection and reconnection to other generative elements to form a newer always more resilient
and 'true to purpose' whole, with ways to visualize the parts and wholes as things unfold and evolve, to
navigate the adjacent possibles from our respective localities, learning and identifying needs and
opportunities on the way. A mosaic of possibilities assembled around communities of practice and
clusters of engagement.
ChristopherAlexandersfifteenpatternsofwholeness
Centers here would be what people rally around, the social objects described above
towards which people direct their attention and care, intention and purpose, and
action and practice, driven by their own engagement and action logics. Seeing centers
as essence of life, as nodes of embodiment of commons logic, sits quite well with the
definition of commons as factors of livelihood and enablement, generative of
abundance, to be nurtured or (re)generated or an approach of commons and the
common world as the conditions for existence (Garcs 2013).
These centers are constitutive of commons health and protection, designed or 'constructed' not as
representation of a desired social order, but as generative systems. And the patterns, assembled for
each center/social object according to its own internal drive or engagement logic would be aimed at
'bettering' the commons in whole or in part in all its forms and dimensions.
So in practical terms, the patterns we envision are not prescriptive of solutions, they are prescriptive of
generative principles, mechanisms, and inquiry processes and they orient retrieval of information and
decision making towards specific systemic effects (re)generative of the commons.
Cultural: What existing shared values and visions are already moving in this direction?
Where are the 'pockets' of opportunity?
Psychological: How do mindsets, worldviews and preferences (or engagement and action
logics) influence the process and the outcomes?
Systemic: What existing structures and systems have the most power, influence, authority to
help bring our goals about?
Behavioral: Which individual actions are already showing the way? What are the drivers and
challenges of our audiences?
Engagement & Action logic: What are the types of engagement and action logics driving
this change initiative or behavior? What is its goal and vision? What type of behavior,
leverage point is it seeking to intervene on? What is the margin of manoeuver? How far from
a tipping point? Degrees of separation between the current business as usual state and a
new state?
Commons logic: How does this change initiative or behavior relate to the commons and
commons principles, what is the commons logic in it? Which piece of the commons does it
protect, nurture, (re)generate? Using which types of mechanisms, generative processes? How
congruent is it with a commons logic?
Risks: What are the limits and risks associated with this initiative or domain of intervention?
In which circumstances could the envisioned beneficial initiative become detrimental to the
commons within its own boundaries, and to exterior commons? What are the trade-offs to be
aware of? How could the initiative be coopted or neutralized?
Provisions: What are the remedies to the above? What changes could be applied to be more
protective and generative of commons? What principles and provisions could be established
to make sure the limits are known and paid attention to?
Effectiveness: How can the commons logic help frame and advance the agenda of this
particular domain of intervention to make the action more effective?
On the language
In particular, as far as language or vocabulary are concerned (and vocabulary twist has been an issue in
discussion among commons activists), solutions associated terminology could be submitted to the
following heuristics:
What type of alternative/solution is this pattern, term or concept associated with? What issues
is it meant to solve.
What are the elements/interpretations that go against the commons logic: In which conditions
can the term be detrimental to the commons logic/not acceptable How/why would it prevent
the issues to be solved How could the term serve corrupt goals if its application is not
associated to the right mechanisms (anti-pattern) What should anyone using these terms to
'advance' sustainable goals should beware of and check (privatization, creation of a market,
extraction for profit, reduction of access, etc elements that go against the commons logic)
What are the elements/interpretations that work in favor of the commons logic: In which
conditions is the term beneficial to the commons logic/acceptable How would it help solve
the issues How could this particular term serve the commons logic even better
(patterns, mechanisms). What are the things to look for, examine. (reduction
of exploitation/extraction/abuse, and or participatory governance etc).
What associated terms/patterns can help address the issue more effectively in a commons
logic.
Within my own context, how can I assess the generative potential and participatory nature
of a given activity and my margin of maneuver to propose and implement change?
Within a given activity, what generative processes and structures would we need to set up,
which of them would we need to change to generate a greater generative outcome/impact.
How can the message be effectively conveyed?
How could I reorient my work towards something meaningful? If I am looking to make a
certain type of impact, which activities and processes would be the most suited for my group,
and the context Im in?
What possibilities are available to me immediately, in the middle term, in the long term?
We are a group of change agents, activists, NGOs, organizations seeking to collaborate. How
can we identify the type of generative outcome we each contribute, how can our activities
nurture each other, what is missing for our individual and collective action to be more
generative?
We are a group of stakeholders with conflicting interests, or we are negotiating commons
friendly or sustainable policy. How can we assess and compare the participatory and
generative potential of various options? How can we design our proposals to minimize risks
of co-option?
The type and degree of homogeneity in action logics / worldviews of a decision group
(Graves/Cook-Greuter).
The types of cognitive preferences of a decision group and their degree of homogeneity
(Jung/MBTI).
The degree of empowerment of a change maker or a team and its capacity to assess a
situation. (Hackman)
The degree of autonomy of a change maker or a team in self-designing and recomposing
structure. (Hackman)
The resources available.
The tools and methodologies available for making sense of situations and generating mutual
understanding for 'co-constructing' required elements of structure.
For example open infinite games or conversations can begin structureless and then activities or
discourses structures themselves on their own contingencies as conversations progress and projects
crystallize, in more or less 'liquid' ways, with 'shape' being a function of what arises, in relation to what
the other variables allow.
In the case of cities for example, patterns are composed and recomposed, generating and regenerating
a scaffold as they grow, optimized with models such as Alexander's pattern language, which can
explain why organizations die (they don't know how to recompose and recombine), but Cities don't as
they know how to permanently renew themselves.
A set of underlying design principles, the underlying logic, or 'grammar' including the
mechanisms, participatory and generative processes and feedback loops that will enable the
commons to be protected, nurtured, grown 'by design' and preserved against overexploitation, abuse, or enclosure, as well as the anti-patterns and mechanisms to identify as
corrupt, and to stay away from.
The heuristics, inquiry processes that will help combine complementary patterns to build new
'centers'. This would include principles of pharmacology and self-regulation of pattern
application such as described below, as well as provisions to avoid co-optation of a pattern.
The derived building blocks, or 'vocabulary', that will help change agents in each cluster of
engagement logic compose solutions and pathways and create the narratives, or expressions
of these underlying principles in forms and narratives or realities they can relate to, and that
will appropriately help operate change 'locally', with all the diversity and meshing generated
across clusters.
The ways of connecting the elements above to existing practical applications, the connections
between these elements, and their relationship with cultural aspects and forms of sense
making and engagement which would enable their easy discovery and retrieval, making
databases of solutions 'actionable' an 'orientation system', and which would also enable to
navigate between domains.
The protocols for 'conversation' within and between 'languages', for mutual understanding in
multi-stakeholder groups, discovery of each other's logics and operating modes, and dealing
with conflicting interests, trade-offs, etc in participatory processes.
A framework for communication and communication charter or series of blueprints for artists,
communicators, change agents to adapt and spread out via media, art, SOLE and Peer
Learning accelerators, enabling self and peer discovery pathways.
The tools and technologies that would make visualization, contextualization, matching,
navigation, learning easier, that would enable people to embark on self- or group-discovery or
learning journeys, navigate from the place they are at toward new possibilities starting with
those that would seam the most 'natural' or effortless to them, and help change agents do their
job more effectively...
We will hold a work session during WOW5. Please come and join us.
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