Monthly Archives: April 2018

Fostering Group Cohesion through Common Narratives

28 Saturday Apr 2018

Posted by in family, management, psychology, Uncategorized

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Fostering Group Cohesion through Common Narratives

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Prolog/Acknowledgement: 

The idea for this Pattern emerged from work done around 2000 with colleagues at IBM Research (including Cynthia Kurtz, Carl Tait, Frank Elio, Debbie Lawrence, Neil Keller, Andrew Gordon), Lotus (including Dan Gruen, Paul Moody, Michael Muller), and at the IBM Knowledge Institute(including Dave Snowden, Larry Prusak, Sharon Darwent & Fiona Incledon) on the business uses of stories and storytelling. Of course, stories have long been used by leaders to motivate groups and to help foster group cohesion.

Author, reviewer and revision dates: 

Created by John C. Thomas April, 2018.

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Abstract: 

Stories that we tell ourselves help define who we are and frame our experience, both individually and collectively. In relatively stable cultures, a number of common stories are usually shared by everyone. What makes storytelling challenging in modern life is that group boundaries are continually shifting and changing. It often happens that groups which used to be separate must learn to work together; e.g., because of a peace treaty, corporate merger or acquisition, or even a marriage involving extended families. In these cases, it helps to find within the stories of these groups, common values among the previously disparate groups and then make compelling versions of stories that express these values and tell them back to the entire newly formed team, family, group, company, or nation.

Context: 

Groups across many contemporary cultures and throughout history have tended to tell, learn, and repeat stories as a way of codifying what is desirable and acceptable behavior, understanding the world, and communicating important lessons learned across generations. Such stories often include “creation myths” but also include stories about the “hero’s journey.”

In most cultures, these stories are transmitted orally regardless of whether such “cultures” are based on geography, company, religions, or even families. It’s true that some important stories have been put into written form. For example, many company founders have their own stories of founding the company put into written form. Religions often have sacred texts. However, both corporate cultures and religious sects and even congregations transmit the “proper interpretation” of these written documents orally. The written texts are modified very slowly while the oral interpretations can possibly change much more quickly. Nonetheless, the stories often persistently encode modes of behavior over centuries and even millennia.

When groups are stable over a long period of time and have minimal interaction, the fact that diverse groups have quite different stories seldom causes difficulties. As these diverse groups began to interact more frequently, it often happened that one group (typically the one with superior weapons) used violence to impose their stories on the other group. More recently, the world has become highly interconnected through inventions and developments in communications such as telegraphy, telephony, and the internet. Physical travel is also faster via rail, cars, and airplanes. People with different stories now come in contact of one sort or another very frequently indeed. Many of the most pressing problems that the world now faces including overpopulation, pandemics, and the destruction of the ecosystem require global cooperation.

Problem:

The very different stories of different groups are not simply just a matter of preference or taste. They are much more crucial and central than that. The stories portray how people should act; they specify good and bad values. When cultures collide, the fact that their very different stories encapsulate very different preferred modes of behavior often fosters suspicion, fear, hatred and disgust. People do not simply observe that others behave differently in terms of speech, dress, food, rituals, and so on. They perceive that the others are doing things, not just differently, but wrongly. The stories of the “in-group” can be used to rationalize exploitation, enslavement, or even genocide.

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Forces:

  • Life is too complex, changing, and chaotic to describe completely in empirically falsifiable scientific statements.
  • Learning from others who have relevant experience can shorten learning time.
  • Humans are social creatures who can feel empathy for others.
  • Cultures use stories as memorable and succinct ways to encapsulate lessons learned and inculcate the proper values in the young.
  • Because stories encapsulate much of a culture’s knowledge, members of the culture habitually do what is prescribed by stories and avoid what the stories proscribe. In this way, they can focus decision making among a much smaller set of possibilities and not be perpetually at a loss as to what to do.
  • Because stories are valuable guides for the individual, they are reluctant to change those stories. If learned early, contradictory evidence is then particularly ineffective at altering or discarding stories.
  • When people in the “in-group” perceive those in the “out-group” as behaving “badly” (not doing what the stories say they should), trust is ruined and cooperative action is nearly impossible.

Solution:

Whenever two or more groups with different stories must work cooperatively for mutual benefit, create and promulgate new stories that stress the commonalities among the groups rather than stressing differences. In more detail, one way to do this is to collect important, value-laden stories from each group; find the common values expressed; generate stories that stress these common values; and then re-introduce these common values in the form of compelling, memorable common stories.

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Examples: 

  1. Two people from very different cultures fall in love. Individually, they find that their love supersedes any feelings of disrespect for the way the other eats, dresses, speaks, etc. In fact, the difference may even be part of the attraction. However, the two families each experience discomfort when confronted with someone who is so different from what they are used to. In some cases, the couple may simply convince their families to accept their choice of mate. In other cases, as in Romeo and Juliet or West Side Story, love ends in tragedy. In other cases, they would work together by each learning more of the stories of their partner’s culture and find, among those stories, common values. They may find or create stories that stress these common values and relate those back to their families. A nice illustration of this is in the movie, The Hundred-Foot Journey in which two families from very different cultures come together over their skills and love of fine cooking.

2. In a corporate reorganization, both the Marketing and the R&D Departments are put under one executive whose job is to speed to market a stream of innovative new products. Among the factors that make this a difficult task is the fact that Marketing and R&D have different values, culture, and success stories. Of course, it will help if they are rewarded only for mutual success. But even this may not be enough. It will help to find and promulgate common stories that stress common, rather than different, values. Marketing people may typically dress more sharply than R&D people and put more emphasis on flash and dazzle. But stressing that will hardly encourage better cooperation. Instead, it will work better to stress, for example, persistence, originality and being willing to change based on feedback. These are values that are important for success in R&D and for success in Marketing. The story of Thomas Edison (light bulb; lead storage battery) and Ray Kroc (McDonald’s franchise) for instance, both show that success comes with persistence in the face of repeated failure.

3. Two companies merge. Let’s say one (a sports-focused media company) has a corporate culture that stresses work hard/play hard while the other (a sports-focused engineering company) culture stresses work hard/family time. If it’s really important for the two cultures to merge and then work together, promoting stories about the outrageous parties and wild orgies that the first company participates in will not be helpful. Instead, it will be good to find stories from both companies that stress the “work hard” part. Since both companies are concerned with sports, the settings and characters from stories can both utilize sports. But the values that are stressed should relate to working hard and the resultant rewards.

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4. Many nations in an entire region of the world; e.g., Europe, are sick of centuries of war and counter-productive bickering and the inefficiency that comes of contradictory rules and regulations on transportation, environmental protections and so on. Despite different cuisines, traditional dress, and languages, they wish to be able to cooperate more effectively. In furtherance of that goal, they form a “European Union” which promotes the freer interchange of products, ideas, and people. Together, they constitute a formidable trading block and military force. It is important in such an effort to find stories that stress commonalities and then make sure these are prominently communicated among all the members. By contrast, an agent who wants to weaken or divide such a union would promulgate stories, even false stories, that stress differences.

Resulting Context:

Once a newly merged group shares a common story or set of stories stressing common values, they are much more likely to experience a higher degree of trust. This will make interactions more pleasant in terms of the on-going experiences but will also result in more effective action in meeting common or overlapping goals.

Related Patterns: 

Build from Common Ground.

References: 

Thomas, J. C. (2012). Patterns for emergent global intelligence. In Creativity and Rationale: Enhancing Human Experience By Design J. Carroll (Ed.), New York: Springer.

Darwent, S., Incledon, F., Keller, N., Kurtz, C., Snowden, D., Thomas, J.(2002) YOR920000749US2 Story-based organizational assessment and effect system (granted).

Thomas, J. C., Kellogg, W.A., and Erickson, T. (2001) The Knowledge Management puzzle: Human and social factors in knowledge management. IBM Systems Journal, 40(4), 863-884.

Thomas, J. C. (2001). An HCI Agenda for the Next Millennium: Emergent Global Intelligence. In R. Earnshaw, R. Guedj, A. van Dam, and J. Vince (Eds.), Frontiers of human-centered computing, online communities, and virtual environments. London: Springer-Verlag.

Thomas, J. C. (1999) Narrative technology and the new millennium. Knowledge Management Journal, 2(9), 14-17.

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Narrative Insight Method

16 Monday Apr 2018

Posted by in management, psychology, story, Uncategorized

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Narrative Insight Method

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Prolog/Acknowledgement: 

Since my dad worked mainly as an electrical engineer and my mother as an English/Drama teacher, I’ve always felt pulled in two directions: toward science, mathematics, systemization, practical solutions, and formalism and simultaneously toward the arts, particularly various types of storytelling. I finally had a chance to synthesize these two areas while managing a project for several years at IBM Research on the business uses of stories and storytelling. Though this project provided value in various ways to many within IBM, there was no single part of IBM whose main business was stories. For this reason, finding funding was a continual challenge. Our closest allies, apart from my senior manager, Colin Harrison, were The IBM Knowledge Management Institute, researchers at LOTUS, and a part of IBM internal education located in Atlanta. My group at IBM Research included Carl Tait, Andrew Gordon, Cynthia Kurtz, Debbie Lawrence, and Frank Elio. Larry Prusak and David Snowden from the IBM Knowledge Management Institute were particularly interested in stories as were Michael Muller, Dan Gruen, and Larry Moody at LOTUS. The method described here was mainly developed by Cynthia Kurtz, Dave Snowden, and Neal Keller of IBM Research Education though writing the method as a “Pattern” is my own responsibility.

Author, reviewer and revision dates: 

Created originally by John C. Thomas in January of 2002, and revised substantially during April, 2018.

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Synonyms: 

Story Circles.

Abstract: 

Experts learn valuable lessons from their experiences. Such lessons can guide less experienced people. In small trusted groups, a natural, effective, and traditional way for experts to share their knowledge is to trade stories (See, e.g., Orr, 1990, Talking about Machines). A challenge for large organizations is to extend this process to larger groups and non-co-located personnel. Writing stories is a possibility; however, in many cases experts are too busy to write stories and find the process of writing stories difficult and unnatural as compared with telling stories. The method describes here minimizes the time of the expert, allows them to tell stories in a natural setting and organizes the knowledge in a useful manner.

Basically, about 12-24 people who are all interested in a topic but have various levels of experience are brought together for an hour. After a short introduction, the large group is subdivided into smaller groups of 3-5 people each, making sure that each group includes at least one experienced person and at least one less expert. For about 35 minutes, the group tells stories about their experiences and these are recorded for later transcription and analysis. The small group decides which story would be best to share with the larger group. The “best” story from each subgroup is shared with the larger group and this is followed by a short discussion. This plenary session is also recorded. People are thanked for their participation and given some sort of very nominal gift or memento.

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Context: 

Within societies and organizations, people generally differentiate into specialties. Many of these specialties require years of training and experience before people reach maximum effectiveness. In most societies, mechanisms have been set up so that those with more experience can help those with less experience learn more effectively and efficiently than if every generation had to learn completely on their own. People tell stories for many reasons, but one major use of stories is to help create and share knowledge across levels of expertise and across generations.

Less expert people in a large organization or community of practice typically want to learn from more experienced people. This is beneficial for the individuals as well as for the larger organization or community of practice. In modern societies, many of the people who have relevant knowledge are physically distant from the people who need the knowledge. In many cases, much of the most valuable knowledge of experts is tacit knowledge.

An organization typically has people available who may not be expert in the subject matter but have relatively more expertise in writing stories and organizing educational materials. The experts in a given subject matter are typically very busy and in most cases, may lack both the skills and the time to produce good written stories.

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Problem:

Experts have valuable knowledge based on their experience. However, experts in organizations are typically very busy people. They are willing to share stories informally and orally but do not necessarily have the skill or patience to write stories. Moreover, it can be difficult to find stories relevant to a specific situation. In addition, stories often reveal lessons learned through the sharing of mistakes that were made by the experts. In fact, experienced people have generally made many mistakes through the course of their careers. They do not typically want to have all of these mistakes made public inside and outside of an organization.

If one is telling a story face to face, there are many cues about how the story is being received. The teller can sense whether the audience is understanding, interested, bored, or shocked for example. The teller can then adjust the story to suit the audience and the situation as they continue to tell the story. The writer of a story lacks this type of information to mold the story while it is being created.

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Forces:

· The time of experts is valuable.

· Subject matter experts are typically not experts in producing educational materials.

· People expert in producing education materials need to gain access to high quality content.

· In many fields, much of the most important knowledge that experts gain through their experience is in the form of tacit knowledge.

· Tacit knowledge is not well communicated by formal methods but can often be well communicated by stories*.

· Experts telling stories of their relevant experiences orally to small groups that contain other experts as well as some novices comprises a natural way for experts to share experience.

· Storytelling occurs only when the social situation is right.

· Telling a story about one’s experiences increases the probability that someone else in a group will also share a story about their experiences.

· Producing written stories requires special skills.

· Experts who have experience relevant to novices may be remotely located from them.

· Different learners learn best at different rates, by different media, and in different styles.

· Since stories often reveal errors on the part of the storyteller, it can be important in competitive organizations to hide the identity of the storyteller while retaining the lessons learned.

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Solution:

Provide an informal setting conducive to storytelling; this is encouraged by several factors. 1. Provide non-standard seating arrangements with easily movable chairs. 2. Conduct in a room with an informal atmosphere. 3. The structure and content of the invitation should be friendly but make clear the importance of the activity. 4. Gather a commitment to participate, making sure people know their time commitment is for one hour only. 5. Provide friendly but clear reminders near the time of the session with an additional check on the commitment to participate. 6. Provide refreshments at the beginning of the meeting. 7. Limit participation to a group of 8 to 20. 8. Groups should include experts as well as people knowledgeable in the topic but less expert. 9. Set expectations both prior to and during the session that people will be sharing stories, (E.g., “We find that when a group of experts get together like this, they generally end up telling stories about their experiences.”). 10. Make the recording clear but not obtrusive, and modeling storytelling at the outset.

During the session itself: 1. Greet people warmly and thank them for coming. 2. Break people into 3-4 smaller groups. 3. Each group should include a facilitator/recorder. 4. Digitally record the sessions with separate high quality tape recorders for each subgroup. 5. Tell the subgroups that they will be sharing stories based on their experiences and that then the group will choose one story from each subgroup to share with the larger group. 6. Implement this plan. 7. Facilitate to gently guide people back to telling stories of concrete instances (as opposed, for instance, to making general statements or pronouncements). 8. After each subgroup shares its story with the whole group, allow discussion to continue, encouraging but not insisting on storytelling.

Examples:

  1. We used this methodology to provide learning materials in the form of stories for NOTES 5. Such stories were not focused on how to invoke specific functions but rather on how to use NOTES to enhance your work practices or enhance team coordination and communication.
  2. We used this methodology to develop stories about “boundary spanning skills.” This was used for R&D personnel from a number of diverse organizations interested in organizational learning.
  3. Finally, we also used this method to develop learning materials for the IBM Patent Process based on multiple sessions.

Resulting Context:

After such sessions, it is necessary for the tapes to be transcribed and for analysts to find the lessons learned. The stories leading to the lessons learned were also included in shortened and anonymized format. In the case of the learning materials for the IBM Patent Process, the learning materials were in the form of Guided Exploration Cards. This form of documentation was originally developed by John Carroll and colleagues for product documentation. (See The Nurnberg Funnel, John Carroll, in references).  In other situations, stories and their lessons could be arranged in other ways.

While the intended “product” of using this method with respect to materials for “how to” produce patents were the Guided Exploration Cards, it also happened that master inventors and more novice inventors who were initially brought together for this exercise subsequently began additional fruitful collaborations and consultations. Indeed, sharing stories may typically have the effect of increasing group cohesion in the longer term as well as providing lessons learned.

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References: 

Carroll, J. M. (1990), The Nurnberg Funnel: designing minimalist instruction for practical computer skill. Cambridge, MA: MIT Press.

Orr, J. (1996), Talking about machines: an ethnography of a modern job. Ithaca, NY: ILR Press. (Available on Amazon).

https://www.amazon.com/Talking-about-Machines-Ethnography-Collection/dp/0801483905

*Thomas, J., Kellogg, W., & Erickson, T. (2001), The Knowledge Management Puzzle: Human and Social Factors in Knowledge Management. IBM Systems Journal, 40(4):863 – 884.

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Music

12 Thursday Apr 2018

Posted by in America, management, psychology, Uncategorized

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Music

Prolog/Acknowledgement: 

This “Pattern” most likely can be decomposed into various sub-patterns. It seems so obvious that music has historically played a huge role in fostering social cohesion across centuries and cultures that it is tempting not to bother arguing the case or bother to put it as a Pattern. However, music does not always seem to be a positive force for social cohesion. Parents arguing with their kids about music for example; bands famously “breaking up” despite spending hours of time playing music together and listening to low quality Muzak while on hold seem to indicate that the mere presence of music is not enough; some kind of analysis of the effects of music on teamwork, cooperation and coordination seems appropriate.

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Societies have traditionally engaged in drumming, singing, dancing and making music both “for fun” and as accompaniment to rites and rituals. In my own cultural upbringing in the Midwestern United States, music has been part of every church service, wedding, and funeral. Songs were sung in every camp where I worked. Singing, dancing, and the staging of musicals was a large part of the high school experience. For example, most of the high school yearbook pictures of activities involve either sports or music. Music has been such an integral part of my cultural tradition that I cannot point to specific origins of its use. Indeed, rhythm, tune and dance are not even limited to humanity but also play vital roles in social coordination among numerous species of insects and birds.

Author, reviewer and revision dates: 

Created by John C. Thomas April 11-12, 2018

Abstract: 

People typically enjoy listening to music and making music. Music can influence mood. If people listen to the same music, it can influence mood similarly across individuals as shown by the background music in cinema. There is ample evidence that music can be therapeutic in numerous ways across the lifespan (see references). Use appropriate music to help increase social cohesion. This can take the form of people listening to music or participating in its creation. In order for group music to “work,” whether classical symphony, jazz improvisation, a work song, military band, or caroling, it is necessary to pay attention to the larger group. Most cultures have developed music to help group coordination and cooperation. Most likely music has both an immediate, “in the moment” effect as well as a longer term positive effect on social capital.

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Context: 

Every person has their own concerns. We have our own individual bodies; our own friends and family; our own possessions; our own preferences; our unique education and personal experiences. Yet, people are happiest and most productive when they work together. In a highly complex and highly differentiated society in which people have very different roles and expertise, common experiences in the “workplace” have become less common. Hunting, gathering and agriculture often require people to work together on very similar tasks in the same place at the same time. In an “information economy” a person’s actual work may often be mainly solitary. Only the “results” need be communicated to someone else. In such circumstances, using music for the whole group is probably more important than ever.

Not everyone has precisely the same “tastes” in music. Some people prefer to do intellectual work without music while others find it useful. For this reason, it is not uncommon to see people at their individual work listening to their music privately via headphones. Similarly, on a family car trip, people may find it less argumentative to have everyone listen to “their own” favorite music rather than communicate, play a game or listen to or create common music. We may be missing opportunities for social cohesion though when music becomes only a vehicle for private enjoyment rather than a shared experience.

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Problem:

Because humanity lives in a highly inter-connected world, in many cases in close proximity to many others, we need to agree on how to allocate scarce shared resources and otherwise communicate and coordinate. Often, the interconnections of people in complex social and work situations are too complex and varied to “specify” in detail. It is vital to have a high degree of mutual trust and to collaborate and coordinate, not just through well-defined and precise set of rules and regulations, but through a sense of being part of a larger group.

In addition, people often have different professions, roles, backgrounds, experiences, educations, etc. This makes both communication and trust more challenging. Many of today’s communications are done remotely and in many cases, communication is limited to writing and reading text or the exchange of other purely instrumental communications; e.g., through forms, data, formulae, or signals. While such communication can be “efficient,” it is only effective when the situation being communicated about has been well-anticipated. In novel situations, it might not work at all and that is when people need to rely on each other in informal ways. In addition, while storytelling and conversing may seem “inefficient,” they are intrinsically more engaging and richer experiences for most people as compared with filling out forms.

Communication that is purely instrumental does little to encourage cooperation and build trust. Yet, because of the wide disparity in people’s backgrounds and experiences, as alluded to above, we need that cooperation and trust more than ever.

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Forces:

  • Groups of groups must sometimes work together to achieve common goals.
  • Subgroups may disagree with each other about the best use of resources to achieve those common goals.
  • In a drive to improve “efficiency,” rather than simply letting people talk, many business transactions are formalized and leave no room for expressive communication.
  • When the actual problem at hand requires people to work outside of the formalized transactions for a solution, it helps to have mutual trust.
  • Music that is shared, whether listened to, danced to, or created together, provides an opportunity to be expressive and build mutual trust.
  • Higher levels of mutual trust lead to better outcomes and provide more     pleasant experiences for all.

 

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Solution:

When possible encourage groups to engage in listening to or creating music together as a means to increase trust.

Examples: 

1. Early in the days of IBM, at the beginning of the day, employees sang company songs in unison.

2. Many high schools, colleges, and nations have songs that everyone in the group sings together. Many couples also agree on one song that is “theirs.”

3. In basic training, the military uses cadenced marching “songs” to help keep the group literally “in step” and encourage esprit de corp.

4. When multiple people row a boat, it is more efficient when the oars all hit the water at the same time. Most cultures that use rowers, also use songs to help coordinate the effort. Song is also used when a group of people has to pull or push something heavy.

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Resulting Context:

When people sing together, play music together or dance together; even when people listen to the same music, they are literally more “in synch.” Each person is individually in a better mood. The group as a whole identifies more with the whole group. Trust in increased.

A community, team, or group that regularly shares music together also experiences a longer term effect of increased mutual trust. Robert Putnam and his collaborators, Robert Leonardi and Raffaella Nanetti, in Making Democracy Work: Civic Traditions in Modern Italy found that the best predictor of both how people felt about various communities in Italy and how effective they were economically was best predicted by how many chorale societies they had.

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Related Patterns: 

Small Successes Early, Build from Common Ground.

Metaphors: 

In the vertebrate body, there is a heartbeat. The pulsing heart serves as a coordination event for the rhythm of the body. In the brain, there are various frequencies of “waves” and although the exact evolutionary advantage is not known, we may speculate that these help coordinate the overall response.

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References: 

https://www.ncbi.nlm.nih.gov/pubmed/20175359

https://www.sciencedirect.com/science/article/pii/S1744388114000516

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4021113/

https://link.springer.com/chapter/10.1007%2F978-94-017-8920-2_3

https://press.princeton.edu/titles/5105.html

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Piano

Strike! the keys then smoothly skim along.
Strike! piano then sing your song.
Strike! down harder as the music flies.
Strike! once more as the music dies.

Murmur so softly to the moonbeams of blue;
Whisper quiet to the desert night.
Rolling, caroling, dancing, whirling,
Murmur down to nothingness and silence long.

Triumphantly, the snow falls now,
Majestically were love’s enow.
Chord full rich. Chord weird whines.
Empty fifths flow futilely along.

The rhythm picks up in a waltzing gate
And all the dancers can hardly wait.
The melody’s thinking, “All is great!”
This orgy of music will satiate.

Mellow and sadly, slowly going,
Seeds of sorrow steadily sowing,
From painful pathos fire growing,
Mood and madness never slowing.

Strike! the keys both loud and strong.
Strike! piano then live your song.
Strike! down harder as the music flies
Strike! once more as the music dies.

 

Positive Deviance

07 Saturday Apr 2018

Posted by in health, management, psychology, sports, Uncategorized

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Positive Deviance

Prolog/Acknowledgement: 

The idea for this Pattern comes from a book of that title.

I am continuing in the style of trying to write something that explains the Pattern and why it works along the lines of Christopher Alexander’s original book. For this particular suggested Pattern, it seems important to point out some of the caveats and challenges. I may be that this is important for all Patterns but I’m still puzzling over how much these should be a specific part of each Pattern.

Author, reviewer and revision dates: 

Created by John C. Thomas March 23-April 7, 2018

Abstract: 

In any complex situation that you might want to “improve” or “fix,” there are some who are in that situation and have already figured out how to succeed. Instead of designing and imposing a solution, you can find out who the success stories are, observe what they are doing, get feedback from the observed and then encourage those involved in the success stories to share what they do with their larger community. 

https://en.wikipedia.org/wiki/Positive_deviance

Context: 

Complex problems can often only be solved by groups. In some cases, a problem seems overwhelming, impossible, or insoluble.  People from the “Global North” for example, see a situation such as illiteracy or malnutrition and wish to use their resources and knowledge to solve a problem for others who are experiencing the problem. It is certainly worthy to want to help others and to share abundant resources. However, even when one is careful, it is easy to intervene in such a way that the problem is not really solved but only temporarily ameliorated. In other cases, the problem is actually made worse or the problem that is focused on is solved, but other even more severe problems result.

For example, a so-called primitive society may rely on hunting and gathering for its existence. The people are okay under normal circumstances but have no extra resources to “better” their life. Instead, they are taught by well-meaning people in the “Global North” to grow a cash crop that brings in enough money that they can buy a variety of foods as well as more clothing, medical supplies, and housing. This all works fine until the monoculture crop gets a disease. If the “primitive society” is lucky, this happens fairly quickly while the tribe still retains the necessary hunting, fishing, and gathering skills to survive. In worse cases, perhaps the skills or the lands needed no longer exist and the people are much worse off than they were before the intervention by the “Global North.”

Of course, not every such intervention is well-intentioned. In some cases, the real goal of the interveners is to make a lot of money off a crop of tea, coffee, opium, or cocaine. In other cases, the natives become miners for diamonds or precious metals. It might or might not also be an intention to destroy any possibility that the natives in the land can still live off that land in the way that they and their ancestors have done for millennia.

Even in the best of circumstances, there will be unknown and often deleterious side-effects of interventions. For example, perhaps the women of a particular tribe used to spend considerable time together in the village center pounding roots and talking with each other. Because they were doing this in the center of the village, they also easily helped each other watch all the village’s children and to watch for predators. During this time, all sorts of other “work” might also have been done. The women as a group may have solved many budding feuds within the tribe, or done gentle match-making, or experimented with different shaped tools and so on. Because they bonded with each other, they may have also made family break-ups due to infidelity less likely. The point is that an outside look at the culture may only see “inefficiency” in what is actually an effective social and economic system.

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Regardless of how it came to be, the fact of today is that many people in various parts of the world are in dire need of clean water, food, shelter, or medical care. Within the so-called “developed” world or Global North, there are other widespread problems such as the opioid crisis, obesity, vast wealth inequalities, and, in the United States, mass shootings. We tend to think of such large scale problems, regardless of the geography, as being both general and systemic. And we typically look to use analytical tools to diagnose problems and generate solutions to be imposed by the government or NGO. Such imposed solutions will almost always have unintended consequences, some of which will be negative.

Problem:

There are many problems in the world and the most severe have to do with people’s basic needs not being met. If one tries to solve a problem and then impose that solution, there is a good chance that the solution will be wrong. Even if it’s “correct” in solving the given problem, there’s a good chance that it will have negative side-effects that may be worse than the original problem. Moreover, even if the solution is “perfect” and avoids negative side-effects, it may still fail to be adopted because the people necessary for implementing the solution were insufficiently involved initially in finding, formulating, and solving the problem.

When it comes to problems in logic and mathematics, there can be some reasonable notion of the “goodness” of a solution which people will agree on, given enough background and training. However, problems in real world settings are generally too complex to allow of legitimate “proof.” People will have different values, preferences, and experiences so that they will tend not to agree unless everyone involved at least has a chance to feel as though they have been involved throughout the process.

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Forces:

  • Real world problems dealing with basic needs are likely to be complex. (If there were “simple” solutions, they would already have been found).
  • An outside group may have knowledge or perspective that allows them to see possible solutions that the people experiencing the problem may not know about or see.
  • Sometimes, people intentionally mislead others; they claim to have a solution to a problem based on superior knowledge or technology but actually, they are just manipulating others.
  • Even when operating with the best of intentions, outside problem solvers may not understand enough about the context, values, and culture to design solutions that will work.
  • People generally want to be consulted on decisions that impact their lives.

* Typically, people within a community are more trusted than outsiders.

  • When feedback loops are slow, delayed, or noisy, people may not know when they have solved a problem or made progress on it.
  • Most solutions to complex problems require the active cooperation of the people most affected in order to be implemented and maintained.
  • A proposed solution is more likely to be adopted if the solution comes from community members.

* In complex problems in the real world, there will often be a large variation in how well people are solving these on their own.

Solution:

When facing a complex, real world problematic situation, instead of having an outside group find, formulate and solve a problem and then try  to implement that solution, instead, seek to find people within the community who have already solved it or partially solved it. Help to understand the nature of the solution and facilitate the communication so that those who have solved it are aware of how they solved the problem and communicate it to the larger community.

Examples: 

1. The idea of “positive deviance” is similar to the progress in “best practices” that is often achieved in sports, arts, and crafts. For instance, in tennis, hitting the ball harder means your opponent has less time to get to the ball and more trouble judging how to hit their own shot. However, if a player hits the ball too hard, it will tend to go out of bounds. Some tennis players have experimented with hitting the ball with a huge amount of topspin. This allows the ball to be hit fast but with a trajectory that allows it to clear the net but still dive down into the court. Because such tennis players have tended to be successful, newer players try to copy these techniques.  Similarly, good weavers, painters, and writers try to understand how those who are “best” at the particular craft achieve the results that they do.

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2. In the opening example in Positive Deviance, aid workers are concerned about malnutrition among rural children in Viet Nam.  Various charities have, in the past, handed out additional foodstuffs to families and the children do better…for a time. Once the charity moves on or runs out of money, however, the nutritional needs stop being met and kids are just as bad off as they were before.

Instead, the authors of Positive Deviance discovered that among a large number of extremely poor rural families in Viet Nam, there were a few who had kids who were not suffering from malnutrition. In order to to find out why, they initially interviewed both these families and the (much larger) group of families whose kids did have malnutrition. These interviews revealed no differences. Of course, there are many possible explanations including luck of getting or not getting diseases or parasites or possibly genetic factors.

When the authors investigated by careful observation, however, they discovered three crucial differences between the numerous underweight kids and the few normal weight kids. First, the families of the normal weight kids included an older relative who fed the kids a noon meal every day. Most of the families fed the kids in the morning before going out to work in the rice fields all day and again upon coming home. The kids could only eat so much during two meals; though hungry, their stomachs were small capacity. The kids ate more total during three meals. Second, the families with healthier kids included in the daily soup, not only rice, but tiny crustaceans and bitter herbs that grew among the rice stalks. Third, the parents of healthier kids were more rigorous about hand-washing. All the kids were supposed to wash their hands before eating, but in the case of the healthier kids, if the family dog came up and the kid petted the dog during a meal, that kid would have to go wash their hands again.

After these discoveries were made, the authors of Positive Deviance did not “explain” to the villagers what the solution was. Instead, the kids were publicly weighed each week. The families of those who were of “normal” weight explained what they were doing. Some families adopted these practices and everyone could see that, over time, these kids began to thrive too. The community became convinced on the basis of what worked for others within the community and as explained by others in the community and they altered their behavior to match those in the community who had a better solution.

3. Of course, in some sense, having the whole species “learn” from the cases of “positive deviance” is more or less how major mechanisms of evolution work. There is always variation along many dimensions among the individuals of a species. In any given environment, there are some variations which will confer a relative advantage compared with others. Those with an “advantage” will tend to prosper and have more offspring that those who do not have this advantage. Over time, most of the members of the species will come to have the advantageous trait.

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Resulting Context:

Once people participate in a community-wide effort to see who and what is being successful and then understand what they need to change in their own behavior. The cohesion and self-efficacy of the community is increased. The solution tends to have fewer “side-effects” and is necessarily respectful of the community culture.

Related Patterns: 

Reality Check, Small Successes Early, Build from Common Ground.

Caveats and Limitations: 

There were no reported bad side-effects to implementing the nutrition and lifestyle changes suggested by the observations in the study. However, we must realize that there could be. For instance, it might have been the case that when everyone started harvesting the bitter herbs and crustaceans, those species might have been killed off. As a result, it could have turned out that none of the kids would now have that advantage.

In general, a solution that “works” for a small minority might not work if everyone does it. We can easily imagine a situation where a few people in a village of farmers are rich while most people are not. A thorough investigation might reveal that the few who are rich got that way because they cheated when they weighed their produce and stole from the church collection plate. This is obviously not a “solution” that will work when everyone does it!

References: 

Pascale, Richards & Sternin, Jerry. (2010). The Power of Positive Deviance: How Unlikely Innovators Solve the World’s Toughest Problems. Cambridge, MA: Harvard Business Press.

http://www.betterevaluation.org/en/plan/approach/positive_deviance

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Author Page on Amazon:

https://www.amazon.com/author/truthtable