How to write down practice

You've had a go at a change initiative. You experimented your way forward and it feels like things have shifted as a result of your intervention. You've inspired people around you, you have a collection of life affirming memories that keep you pushing through the hard bits and now people want you to share what you've done.

You want to share it too. But every time you sit down to start, you get buried in a heavy sense of overwhelm. Where to even start? And then how on earth do you find the time to finish? And how will you sift through the myriad of ideas, theories and stories that make up your story and write in a way that helps those around you? 

My Finance Innovation Lab Co-founder Charlotte and I found this when we sat down and tried to write down a ‘how to’ guide to the project we’d spent 8 years building.

The Lab was spinning out, becoming an independent entity and we, (along with our other founders Jen and Richard), decided the responsible thing to do was to document how to do everything from hosting a brilliant workshop, to building an agile organization. It took us about 3 months in days, spread out over a year.

Here’s what I learnt from the process:

Create the conditions for success 

• Be pragmatic about who writes it up

Too many cooks in the kitchen will definitely spoil the broth, cause distraction.  

Put egos to the side and ask the question - who knows the most about our practice? Who works best together? And who writes the best?

We found two people was the perfect number. Someone to bounce ideas off and to hold the other to account, but small enough to be agile and keep momentum going.   

• Build a boundary around your time

Pick a time and date and clear your diary. Protect that time like a lion/ess. No you can't do a quick phone call that morning. Clear. 

• Pick somewhere distraction free

We didn't do a great job on this in some ways- I hosted most of our sessions at my house and had my 1 year old daughter circling around at time, but being away from the office way absolutely key.

Charlotte stayed the night at my house most nights and we did 3 to 4 day marathon sprints where possible. The informality of the situation was really important. 

• Clarify your target market

Who are you writing this for? Have a good conversation about this. Ideally pick a person you both know, write down their name, what they need from this publication, what style they would appreciate the most and stick this up prominently on the wall throughout.  

• Write in sprints, with lots of breaks

Lets face it, weeks of writing can be incredibly frustrating and also very, very boring. To keep ourselves motivated, we wrote in 40 minute blocks and held each other to account for finishing when 40 minutes was up. We woke up early, ate healthily and finished at 6pm at the latest. It was all very civilized. 

• Write FINISH on the wall, in big letters

Refer to it often. 

The process 

• Map it out on the wall

We took a stack of post it notes each and wrote down the name of chunks of content we thought needed to be in there, organized them as best we could created a general structure for the publication. 

• Get started, alone

Enough talking. Ask each person to pick the piece of content they could bang out quickly because they were responsible for it, and get started. Each writer should keep picking these up until you come to a natural pause. 

• Compare notes

Once you've written something down, come back together, swap computers and read each others work. Do this on day one. You will almost certainly have written in a different style, in a different structure. Have an honest conversation about which style works best. As you develop style rules, use post it notes to capture them and stick those on the wall too. 

• Get back to writing

Taking into account your new style and templates. 

• Take a week off to think about it

We wrote our two 80 page publications over the course of a summer. Taking a break in between sprints helped us clarify what we were trying to write and why. Very often we'd come back together with a major new insight about the overall structure of the document. Having a break gave us the strength to actually implement these changes. It was disheartening to have to cut major swathes of writing out, to admit what we'd written didn't really make logical sense. It was at these points that the chocolate and Tina Turner came out. Charlotte would also point out that I gave daily motivational speeches at the start and end of the day, summarizing what we were aiming to achieve or the progress that we'd made. I thought they were very effective! 

Trying to write it down and struggling to finish? We can help you cut through the noise and develop a clear way forward. Get in touch rachel@thesystemstudio.com

Resources on systems: Toolkits & Practice Guides

Ok you’re committed to taking a systemic approach, now what?

I’ll tell you what — Total Overwhelm — as you Google it and try and work out where on earth to start.

The good news is there’s been some brilliant collating of tools, frameworks and practice guides for systems change over the last two years.

To make this simple, I’ve looked back through my newsletter content for the last year and condensed this down to the best.

My newsletter is designed to share resources across the field of systems change, so if you want to keep abreast of developments, check it out and sign up. I know everyone hates newsletters, but if you’re interested in systems change, this one is seriously simple and useful.

If you have great resources I’m missing, get in touch (rachel@thesystemstudio.com). And if you missed my blog last month on communicating systems change, you can check this out here.

Systems Toolkits

Toolkit: From the Academy for Systems Change. Taking you through tools for systems leadership, developing a system-wise team, building organizational capacity and engaging stakeholders for systems change. Systems Leaders Fieldbook.

Toolkit: Great list of systems tools and resources, designed for grantmakers, but could be used by anyone. Developed by Geofunders, Systems Grant-making Resource Guide.

Practice Guide: Another useful collection of tools for systemic design from Alberta CoLab, Field Guide to Systems Design.

Practice Guide: Specifically for Innovation Labs, (often used in systems change) Social Innovation Lab Guide from The Waterloo Institute of Social Innovation and Resilience.

Collaboration and community building

Framework: How can we help people create more meaningful communities? This tool is great from Community Canvas.

Toolkit: Nice toolkit from Ashoka on Forming innovative alliances

Systems change for campaigners, activist and organizers

Toolkit: I really, really love this toolkit from the NEON network learn everything from effective campaign strategies for systems change, to building your systems leadership

Measuring systems change

Resource List: Systems change evaluation resources list, from the helpful people at the Gordon and Betty Moore Foundation

7 tips for designing great gatherings (and a few major don’ts)

Think about... 

1.  Is this a divergent or convergent conversation (or both?)

90% of your time pre-gathering should be spent on working out specifically what you are trying to achieve at the meeting.

Think about - is this a divergent conversation? i.e. You are trying to crack open a problem, gather a wide range of ideas, build on top of ideas and make the as big as possible?

Or Convergent one where you are sorting through ideas, making sense, evaluating what has emerged and clarifying the most prominent ideas in the room. 

2.  Objectives, Objectives, Objectives

Once you have a rough idea of why you are bringing people together and what you want to achieve, it’s time to set some clear, concise, powerful objectives.

You should end up with a maximum of 3 that should cover not only the kind of output you want from the meeting, but also how you want participants to feel when they leave. They should look something like this:

• Gather a wide variety of ideas on x,y,z

•  Identify the most popular solutions

• Build lasting connections between participants

Once they are set, workshop objectives become your North Star when you are trying to decide on a design. You need to refer back to them ALL OF THE TIME. Are we going to achieve these if we do x,y,z?

As you go through, you will need to set objectives for each element of your workshop design.

4.  Put a time limit on the welcome and framing  

Time to start putting together a draft design.

Step 1- who’s introducing the meeting? Think about your objectives here. Do you need to build credibility? Highlight a sponsor? Share some framing material you will be using in the meeting? Introduce the hosting team? You always need to give clear instructions about what participants can expect, but think about what’s the minimum they need to know before you get going?

Your aim here is to hit your objectives and try and keep intro’s to a maximum of 10 minutes. Any longer and it creates a boring start to the day.

5.  Get people talking asap

Your room will spring to life as soon as you let people talk to one another. It will take the pressure off you to say something captivating and send a signal that this meeting will be ‘different’. Do this as soon as humanly possible.

When designing this big of the agenda, make sure you are thinking about how people feel as they sit in this room. How far they’ve travelled, if they know anyone else, if they might feel intimidated or excited to network, if they’ve had coffee yet. Set objectives based on this information.

You can do really simple things like ask participants to turn to the person next to them, and share why they showed up to the meeting, or more personal, like share what their name means. Get creative, but this is a vulnerable time in the design of the meeting, people often haven’t really ‘arrived’ yet, so make sure you do something that sets the tone for the rest of the session.

6.  Design each session with your objectives top of mind  

Take each of the overall meeting objectives you set out at the start of your design session and generate creative ideas about how to meet it.

If the first is something like ‘Gather a wide variety of ideas on x,y,z’ ask yourself things questions like - what’s the best way of getting everyone’s ideas (not just the dominant few)? How might we help participants generate as many ideas as possible in a short space of time? How are we going to gather these so that everyone can see them?

There’s a whole host of facilitation methods you can use (I will write about them in a separate blog), but this doesn’t have to be complex. Simply breaking up your group into small tables of 4 is often enough to turn a meeting from a dull roundtable to a fun, lively, productive workshop.  

7.  Work out how you’re going to capture insights

If you want to develop an idea of the ‘collective intelligence’ of the room, then it makes sense to gather and sort ideas then and there. My favorite way of doing this is to use ‘Bingo’. Ask each group to write down their top 3 insights, one each per post it, and share with the room, one by one. If any other group has the same or similar they shout ‘Bingo!’ and we stick these together on the wall. Two benefits to this method 1) it’s a quick way to show the most popular ideas in the room 2) it is fun, wakes everyone up and makes most people in the room smile.

If you want to do more in-depth analysis after the meeting, put some flip chart paper in the middle of the table and ask someone at each table to volunteer as scribe, to capture the main points of discussion. It’s lovely to design these sheets in advance, draw pictures on them, make them look nice. It helps to make sure people feel like their ideas are valued.  

8.  Close strong

End by thanking everyone and then move on quickly to what will happen next. What are you going to do with the precious ideas you’ve captured at your workshop? To do this you obviously need to have a plan in advance and to have thought this through. Planning a successful workshop always includes a plan for what you’re going to do in the short and medium term after it ends.

Major Don’ts

Don’t ask for your participants’ input, if you don’t actually want it  

If you have already set the strategy, signed it off and are clear on you the way forward, don’t gather a group to ask for their ideas. It’s too late, people see right through this and it only causes resentment.

Instead find a problem you are genuinely stuck on. Something you are struggling to get your head around, where fresh ideas would help you find a direction forward. Invite a diverse group of people to help you solve it.  

It’s ok to set boundaries, to say ‘I want your input on this part of the project, but not this bit’. If you’re leading the project, people will understand. Just never, never, never ask for participants input in a bid to try and ‘bring everyone along with you.’ What a waste of everyone’s time.  

Don’t get excited and create an over complicated cringe-fest

Don’t start thinking of an exciting design for your workshop before you are crystal clear on your objectives. The most nauseating workshops in the world happen when you have ‘fun’ activities with no clear purpose. Put a lid on your creativity and unleash it only after you have used your rational brain to work out why you are hosting this event in the first place.

Don’t let presenters speak for too long

People can only concentrate for 20 mins at a time. You might be able to push this to 30 minutes if the subject matter is really interesting. Don’t send everyone to sleep by filling the agenda with back to back speakers. Guest start to get grumpy and they will always take it out on you. You can jazz it up easily with videos, or graphic recorders or table discussions half way through.

Don't forget this is a performance

People work better and feel more valued if they are invited to a beautiful space. Try and host your event in a room full of natural light. Remove unnecessary furniture, put flowers or candy in the middle of the table, space out tables, tidy up between sessions and have somewhere to put guests coats and bags. Decorate the walls of the room with the work you produce in the workshop as you go along. Make sure your instruction slides match and look stylish. If all else fails, plan a session outside or a brisk walk at lunchtime. Make sure you get a professional photographer to capture photos of the session so you can use them afterwards.   

And don’t forget, you are on stage too

When you are facilitating an event, you are effectively holding the group of people together. I think of it a bit like choreography, or conducting, or even just being a good teacher. One of most significant roles during the day is your presence. If you leave the room, look at your phone, look bored when people feedback their ideas, gossip with your co-hosts in the corner, your guest will feel your lack of interest and become less motivate to participate yourself. I always know I’ve done a good job at facilitating when you go home utterly exhausted and brain dead. It’s part of the process!

Looking to host a great gathering, but not sure how? We can help you design and facilitate your event and teach you how to do it yourself. Get in touch rachel@thesystemstudio.com

Interview: Systems change network builders

Benjamin Taylor

Benjamin has 20 years experience at public service transformation in the UK. As Chief Executive of the Public Service Transformation Academy, a not-for-profit social enterprise awarded the Cabinet Office Commissioning Academy, he is a leading thinker on system leadership, service design and transformation. He is an accredited power+systems trainer, a visiting lecturer in applied systems thinking at Cass Business School, City University, and has lectured at Nottingham Business School and Oxford Said/HEC Paris.

Some things I’ve learnt:

• Learn the difference between complexity and complicated, technical challenges.
• Dealing with complexity requires collaboration. To succeed co-design, enlist discretionary effort, be honest, accept you don’t have all the answers.
• Community is the antidote to uncertainty.
• To get more power, you have to give up control.
• Take time to ‘see’ the system. Think about illuminating the rules of the game, the effort and learning it takes to stay dysfunctional, the power of community.
• Listen out loud, ask good questions, start from strengths.
• Ask: Who do we want to be? What could I do to create a shared view across the whole system for the people in it? What thoughts or questions does this raise for me?
• Confront people with their gifts.
• Think massive, start very small. Help people to explore and experience change and shape it, within limits.
• Make your best prediction about how your changes will land. Take responsibility for all the outcomes, the actual experience of all the people in your organisation and all the people in your community, however great or sh*t it is. And as it turns out different from your prediction (because it will), think about why that is. Then you’ll be working in learning world too.
• Experimentation is the antidote to certainty, confront people with reality.
• Real change is dirty work. Don’t fool yourself you’ve learned anything until you have tested it in the real world. And even in the ‘real world’, don’t think you are learning if you’re not predicting and reflecting. When we take responsibility for learning about outcomes, we will get there

Some of the challenges:

I see the locus of challenges within our communities of systems practice, rather than externally:

• There are a growing number of systems ‘gurus’ who in my view are all about creating ownership to develop power. This is well covered by the title of a blog piece Richard Veryard wrote on a related subject: ‘Wrecking synergy to stake out territory’. (could you share the link, I cant seem to find this)
• There are ‘Systems Curmudgeons’, the people who stand on their expertise and attack those who ‘get it wrong’.
• And early-stage systems enthusiasts who create new movements that follow a ‘hype cycle’ which ends in failure, that is completely predictable to those who know the history.
• Funding can be a problem too – funding initiatives that take systems thinking out of managing business risk. Doing so makes programmes less organic, less well-adapted, and less effective.
• I think that the only way to counteract all of this is to patiently and consistently build network links, explain weaknesses and try to come up with an overarching narrative that talks about what each model explains, explains what they don’t explain, and explains why.

Systems of interest

I work on helping public services in the UK (and Australia) to transform themselves. More broadly, helping to change people's experiences of organisations, as employees and as customers/citizens. And, wider still, helping people to see systems and change them.

My systems change network  

I am a systems change network enthusiast – more of a curator and a learner/sharer than a joiner. I work at the overlap of theory and practical organisational change. Some of the networks I’ve been involved in:

• SCiO – Systems and Cybernetics in Organisations – the best learning group I've experienced. It includes Practitioner development days and Peer speaker days with about 250 people. This is cheap and accessible.
• The London design and systems thinking meetup group (200+ folk)
• On LinkedIn, Systems Thinking Network and on Facebook, The Ecology of Systems Thinking.
• The ISSS and UKSS (International and UK Systems Societies). I am a visiting lecturer on the very interesting Cass Business School undergraduate Applied Systems Thinking course.
• The Public Service Transformation Academy, a not-for-profit social enterprise I founded, which supports capacity and capability building for public service leaders, and the Cabinet Office Commissioning Academy, which we run. The PSTA will publish its first annual 'State of Transformation' report on public service transformation in April next year - collaborators and sponsors are very welcome!
• Model Report is list I curate as a way of organising articles and links on systems thinking.
• RedQuadrant is a network consultancy which very much welcomes applied systems thinking. We work with about a hundred associate consultants a year from a pool of over a thousand.

My inspiration

• Barry Oshry's work –Power and Systems and The Systems Letter. Watch Barry at SCiO and PwC.
• Navigating Complexity, Arthur Battram
• Viable System Model, Stafford Beer – start with the explainers on SCiO then go on Beer, and try Patrick Hoverstadt's Fractal Organisations. Patrick’s Patterns of Strategy, co-authored with Lucy Loh, should transform the field of strategy and is enormously valuable in many contexts. 
• For a 'the process as a system', try Joiner's Fourth Generation Management, Scholtes' Leader's Handbook and Team Handbook, for public services try Richard Selwyn's free Outcomes and Efficiency, dip a careful toe into I Want You to Cheat and other works by John Seddon and from the same stable, but stepping into ‘the community as a resource’ or strengths-based approaches, try Richard Davis' Responsibility and Public Services. 
• For a beautiful little summary that goes way beyond its title, look for Total Quality Management by Develin.
• The Little Book of Beyond Budgeting by Steve Morlidge is another tiny read that sneaks systems thinking in by the back door and makes total sense, and Beat the Cuts by Rob Worth brings us back around to a Deming-esque view of public service processes (not necessarily systems – but critical to know).
• Try anything from Peter Block, especially Flawless Consulting and his work on Abundant Community. Anything from Marv Weisbord, particularly the short Tools to Match Our Values, and some Ed Schein... and I could go on! Adaptive Leadership by Heifetz and Lipsky is valuable too, as is the literature on 'wicked problems' and related concepts. 
• I think there's little more powerful in organisational life than combining the Viable Systems Model with Elliot Jacques' Organisational thinking (updated, and with valuable additions, not all of which I agree with - in the brilliant but very academic Systems Leadership Theory by Macdonald et al). Luc Hoeboeke's Making Work Systems Better is perhaps the only work I know that combines them, as I do in my work.
• Two fairly recent additions are Ed Straw's video Stand & Deliver: How consultancy skills and systems thinking can make government work
• And I haven't even mentioned soft systems method, Nora Bateson's work… or the book I co-authored (not systems thinking in a meaningful way, but opening up thinking) - The 99 Essential Business Questions.

As a systems network builder, how do you fund yourself?

All pro bono! I can't help myself – I just find myself doing it – and I've never received a penny (well, about £150 per 'visiting lecture' – but that means forgoing a bit more income for a consulting day). We don't even pay expenses at SCiO. However, it shades right across my day job(s) at RedQuadrant and the PSTA, so I support myself somehow. One day I would like to make all my living in systems-related work, (though isn't every type of work systems-related?), and I certainly get amazing value from the networks I am in. 

Interview: Systems change network builders

Lucho Osorio-Cortes

A markets systems specialist at the BEAM Exchange and Practical Action Consulting. He has more than 15 years’ experience in international development and specialises in the facilitation of market systems development and organisational learning. Lucho coordinates The Market Facilitation Initiative (MaFI), a working group of the SEEP Network helping practitioners to become more effective facilitators of inclusive market development programs.

Some things I’ve learnt:

• The people who live and breathe in the system are those who have to come up with the solutions to change it. Inputs from external experts are useful but they have to make sense to the people in the system.
• The system, not the poor, must be the unit of intervention if we want sustainable impact at scale.
• You have to listen to the system. Truly listen; without confirmation biases, without ego, without expectations, without intention, listen quietly and openly.
• Market engagement is empowering in itself. We do not always need to empower ‘poor’ people before they are ‘ready’ to engage with other market actors.
• Never trust actors who always say yes and never question you as a facilitator.
• Never underestimate the transformational power of seemingly irrelevant actors. Let them ‘do their thing’ and pay attention to the reactions of the system.
• Every event in the system has the potential to change it, opening new, sometimes unexpected, entry points and closing entry points that we thought were open. Flow with the energy and rhythms of the system.
• Scaling up is a fractal process. The whole system has to resonate with the solutions implemented in a fragment of it. The more the fragment has the properties of the wider system, the easier the solutions from the fragment will be accepted and adopted by the broader system.
• Facilitation is not always equivalent to ‘light touch’. Facilitation is the creation of appropriate conditions for the market actors to change their system in ways that make sense to them, at their own rhythms and maximizing their own resources.  Sometimes intense and long-term investments have to be made to get the system moving.
• Market systems can deliver sustainable impact at scale if three processes take place at the same time: empowerment for engagement, interaction for transformation and communication for uptake.
• We see what we measure; we measure what we value.
• Do your homework to avoid obvious mistakes but then jump in the water and learn as you swim.

Some of the challenges:

• Firstly, in my view there is a huge disconnect between theory and practice.

Theorists often say, ‘we get it’, but they don’t. What they don’t get is that the deeper you get into it, the more counter intuitive this work is. At the same time practitioners in the field will say ‘I have practical experience, I get systems’ and this is dangerous too. The two groups could learn a lot from each other.

• Secondly, people in development are often very keen on the ‘hard’ aspects of systems change; economics, viability, measurement and evaluation, program design.

Bureaucrats can digest this. But when you look at what makes or breaks a project, so often it’s the skill of facilitators. How they see the world and interact with it (e.g. the market actors and the forces that influence their behavior).   

Facilitating systemic change requires skills and attitudes that bureaucrats can’t grasp and or measure easily with their current paradigms and practices. This makes it difficult for donors and other development agencies to invest because they can’t see the importance of the human element and the need to enable flexibility, uncertainty, trial-error-learning, and adaptability in the development process.

• Thirdly, the discourse of value for money dominates donors’ mindsets and is dangerously permeating the perceptions of the public.

But no functional system can be resilient without what I would call “exploratory inefficiency”. There is a risk that if we don’t produce evidence of the effectiveness of the market development approach the fad will go and donors will look elsewhere. But there is a paradox: under the traditional donor-implementer paradigm, the approach finds it very hard to deliver on its promise of sustainable impacts at scale and, therefore, to produce evidence of its success.

As a result of all this, MaFI is currently in the process of evolution from a general focus on market systems development to one on that explores the cognitive aspects of facilitation of market systems development programs. Questions like - how do successful facilitators behave? How do they think? What paradigms and tools they use? How do they identify key stakeholders and engage with them?

Systems of interest

I work on market systems and peer-learning networks in Latin America, South Asia and Eastern Africa. Most of my work is designed to help practitioners gain a better understanding of how to use a systems lens in their efforts to make markets more inclusive, productive and efficient. 

If these practitioners are more effective at facilitating (enabling, catalysing) structural changes in market systems, more people will get out, and stay out of poverty for longer periods of time. This will happen with less effort, less cost and less friction, compared to traditional development approaches that focus on the poor and deliver solutions devised by experts from outside of the system.

My systems change network

The building blocks and principles that make up the field of market systems development have been around for many years, but the communities of practitioners who see themselves as part of this field started to form during the 2000s.  There are many platforms where practitioners connect. I have been involved or participated in the creation of:

• The SEEP Network
• The BEAM Exchange
• The Latin American Network for Market Systems Development
• The Academy of Professional Dialogue

For example, I helped to create MaFI, which aims to close this gap in knowledge by advancing practical principles and tools that assist practitioners working in pro-poor market development to move from market assessments and program design to implementation.

During my time as the coordinator of MaFI (since 2008), the group has produced learning products based on MaFI's online discussions, webinars, and in-person meetings, and also seeks to influence the debate about rules and principles of international aid that hamper inclusive market development.

The value of the market systems development field is relatively big and growing. I would guess that, currently, there are around 20-30 market systems programs running, worth around $3-10 million each. Some people may argue that there are more market systems development programs but I have seen many of them that fail to use the principles of the approach properly. When it comes to the implementation of these programs, the devil is in the detail. For example, how you select and train your staff, how you build a culture that enables open sharing of mistakes and learning, how to change tactics and even strategy quickly, how to use less program money and more systemic resources, how to pay attention to early indicators of change that give you clues about the future behavior of the system; how to select, engage and communicate with market actors, how to help them experiment with new ideas, etc.  

My inspiration

• Quantum physics (the duality of nature -e.g. light- and the need to embrace probability and uncertainty). The Tao of Physics.
• Theory of relativity (the importance of the different perspectives of the observers, the connection between matter and energy – the equivalence of seemingly different entities if we look deep enough).
• History (the non-linearity of cause-effect in society, the importance of small events, the Butterfly Effect in society, the importance of institutions, rules and beliefs, nothing is sacred or fixed -just human constructs that we decide to respect or idealize, the failed war against drugs). Why Nations Fail.
• Behavioural studies from psychology, management and economics. Predictably Irrational, Dialogue and the Art of thinking together.
• Macro-economics (e.g. interest rates and their effects on the economy, connectedness and interdependency in international trade, Ricardo’s ideas about specialisation and trade, effects on taxation in productivity).  The Art of War and the Tao Te Ching.
• A few authors I admire: Bertalanffy, Einstein, F. Capra, David Bohm, Heisenberg, William Isaacs.

As a systems network builder, how do you fund yourself?

I do most of the network building out of pleasure. I love seeing connections happen. I fund this with my own resources and through specific consultancy projects.

My next questions

I am currently exploring how market systems development can contribute to the field of impact investment. Donor-funded programs introduce cultures, procedures and incentives into the organisations working to transform market systems that clash with a more organic, bottom-up, exploratory, endogenous approach. I think impact investment has the potential to do this if companies of different sizes and scopes have the right contextual (systemic) conditions to drive change that makes business sense while adding social and environmental value.

The art of presence

Don't you love it when someone says to you "just relax and go with the flow", like it's the easiest and most natural thing to do? In today's fast paced society, going with the flow is the exact opposite of our first reaction to change or discomfort, but its crucial.

The sea as a metaphor for change

I recently took a trip to Barbados with my husband to teach a creative workshop on The Art of Presence with a group of theater students. Its a magical place. There is a laid back vibe and hardworking mentality of the people and a continuous celebration of life. I even saw a man who had to be pushing 100 years old, bathing in the sun and laughing as he was knocked down by the tiny waves with only his cane holding him up as it stuck in the sand. I found myself learning more about the art of presence just by being there.

I have the Caribbean in my blood and have been to many islands throughout my life. The first thing that I do when I get off the plane is drop my bags and have what the locals call a 'sea bath'! Letting myself be bathed by the sun and sea, taking the soft sand from the ocean floor and rubbing it on my arms and face. I run straight for the water. It calms me, it grounds me and reminds me that there is little in life that I actually have full control over. The surrender can be so beautiful when you are floating on your back letting the waves hypnotize you.

Overwhelmed  

During the course of this trip I spent a lot of time just sitting and watching the sea in the morning and the word that often came to mind was overwhelmed. Overwhelmed by the vastness of the sea, overwhelmed with gratitude for being there. Overwhelmed  by the power of the waves and by the pulling in and out of the tides. I have become friends with some of the locals and they explained to me how to successfully jump into the oncoming wave and allow it to lift you back up the the surface.

I started to see my life as the water. Ever changing. Sometimes riding high and full of waves and sometimes low and ebbing. What is constant is the change. To think that I can dictate the waves of my life would be like believing that we dictate the flow of the oceans. It's beyond my comprehension. But what I do have control over is how well I adapt to that change. My ability to catch a wave and ride it. To work with it until it brings me to a new place.

A good life is not necessarily an easy one

I’m learning to retrain my mind from thinking that a good life is an easy life. The act of letting go often isn't easy at all, it takes a shift in perspective away from the dream of experiencing no ripples, towards a life full of movement. It takes great presence and constant readjustment because I know what it feels like to both ride a wave and be pulled under by a rip tide. But the sheer presence of the ocean is a reminder to us all that when we let go, life is able to flow freely to us and through us. Its when we start to hold firm in our mindsets, beliefs and ways of being that we begin to sink.

Moments of transition

In my life, I experienced being called into the water a few years ago while dancing on Broadway in the revival of ‘On The Town’. I was in a deep place of wandering and seeking something that I didn't even know I was after, but I knew I was craving change.

As the only black women in the show I was approached to speak out about diversity in theater and creating the change that we want to see in our theater community. I was honored to be asked and in that moment of stepping into the waves of the unknown, I found my voice. I had something to say that was hidden deep inside beneath my drive to simply be in demand and to be included. I was beginning to emerge in a way that I had never experienced before.

Simultaneously I met a yoga teacher and mentor who invited me to dive deeper into my own potential. She saw beyond the credits and success and taught me the principals of yoga and join those understandings with my spiritual upbringing.

I was finding my own unique voice and it was exciting and scary at the same time. I was walking deeper into the water and having to release some stuff to go further. I spent about a year focusing on letting go. Purging everything in my physical and spiritual life that didn't serve. The performing slowed down, the business slowed down and I forced myself to get still and listen.

About a year later I met Rachel at the meet and greet for our daughters nursery school and we hit it off right away. I often say that we were meant to go to that school just so that I could meet her. It was kismet.

We were together with a group of moms the morning after the election. We shared  our thoughts and fears and shed some tears as a community. It was that day that we decided to collaborate on ‘I AM’. This was an event that we co-hosted to bring together people from all different systems and backgrounds to creatively look at the cognitive dissonance that we may felt after the elections. It proved to be a fun, inspiring and safe space to support and ground each other in the process. Since then we have collaborated on another event focusing on letting go. Working through yoga and the discussion on fractal theory.  

Now what? 

I am amazed when you are willing to enter the flow, how it will uplift and support you through all of the “I don’t knows” of life.  

I have been reading the book Presence and diving into it was like air for me. I feel the principles of Theory U deep in my bones. I know that it is imperative in how we see the future in our personal lives as well as collectively in our communities and society.

Rachel and I are collaborating on an event in July supporting leaders to find their voice and to gather the tools to create events that spark change. I will be leading a session on presencing. I'm also excited to announce that SoHumanity is launching The SoHum Series which is a brand new three part integrative approach that incorporates the principles of Theory U (curiosity, compassion, courage). Personally guiding individuals who are ready to take an inner creative journey into the questions that lay at the heart of who they are and into deeper connection with others.

The past few years have been quite the journey. Through all of this, life has thrown in so many waves, but I know for sure that this exactly the kind of flow that I have been longing for.  

Systems change: What makes it different from the rest of the buzz words?

Is systems change the new social innovation, collective impact, social labs? Is it an unnecessary buzz word that serves to exclude people doing good work? Why are we trying to define another term in the social impact space? And why does this concept have to be so impossibly difficult to get your head around?  

Why do we need a systemic approach? 

As Peter Senge says, problem solving can be like jumping on an air bubble in a carpet, you squash it in once place, only to find it pop up somewhere else.

What characterizes a systems change project?

Systems Change is about seeing a problem from multiple perspectives. Systems change initiatives typically work on many failures within the system at once. They are defined by their focus on the root cause of an issue, rather than solving the symptoms of a problem. They typically employ a combination of many interventions at once because one strategy will rarely solve a complex challenge. 

For example as Co-Founder of The Finance Innovation Lab,  my ambition was to support the emergence of a financial system that was in service of people and planet. To do this we supported new entrants to the financial system whose business' had a positive impact, we had programs designed to evolve mainstream finance and we supported civil society leaders to have greater influence on government policy. We did this all at once.

My brother who works in market system development in Myanmar for UN ILO maps supply chains, identifies weaknesses and creates interventions to bridge these gaps, working on multiple projects at the same time.    

Defining systems change by the alternatives

How does a systemic approach interact with other kinds of interventions? 

Social enterprise: typically a businesses designed to solve a single social or environmental problem. A social enterprise might for example, take food that otherwise would have gone to waste and turn it into products that can be sold. But this approach means that the enterprise is reliant on that waste for survival. If the waste ceases to exist, then so does the business. Taken alone, it doesn’t tackle the root cause of the problem.

These organisations as newcomers, often lack power and influence. They often rely on interventions elsewhere in the system for their success. So a group of social impact peer-to-peer lending entrepreneurs in the finance system for example, need regulation in order to launch and trade. An intermediary like Ashoka or Acumen might take a systemic approach, supporting only those social enterprises who are tackling root causes or by orchestrating collaboration across a complex problem and lobbying to remove market barriers to entry. 

Social innovation: SiG in Canada argue that "For social innovations to be successful and have durability, the innovation should have a measurable impact on the broader social, political and economic context that created the problem in the first place". In the UK social innovation was often used to describe change initiatives in social service agencies in the wake of budget cuts. Others include social entrepreneurship within the definition of social innovation. At its heart, as Stanford University describe "A social innovation is a new solution to a social problem that is more effective, efficient, sustainable, or just than current solutions. The value created accrues primarily to society rather than to private individuals". This can be systemic or not, depending on the nature of the problem at its heart and on solution chosen. 

Collective impact: A tool often used by systems leaders, this is about connecting and coordinating the efforts of a range of existing actors (policy people, social entrepreneurs, government agencies etc) to create more significant impact. The role of the core team at the heart of a Collective Impact project is one of the honest broker, an independent intermediary who bridges silos and brings people together in a way they wouldn't have done, without intervention. Collective Impact initiative helps them set a common purpose and to work towards mutually beneficial goals. See the work of Geneva Global who convened agencies, companies and NGOs around sex trafficking to great affect. 

Design Thinking: A methodology for complex problem solving that famously follows a series of steps - building empathy with the user of the product or service, defining the problem you want to change, 'ideating' a solution (coming up with as many solutions as possible), prototyping the best of these ideas and testing them. Repeating the process until a successful intervention is created.  

Super brain Alex Ryan who is steeped in both traditions described to me the difference between systems change and design thinking. He said something like, systems changers take a birds-eye view, while design thinkers take an ants eye view (I paraphrase!). Design Thinking works in harmony with a systemic approach when it comes after analysis of the dynamics of system you are trying to change. Otherwise you can come up with a brilliant solution to a symptom rather than a genuine root cause issue or a solution that users love, but the stakeholders that surround it, completely reject. See this great blog from Fast Company to read more. 

Campaigning: Raising awareness of a problem that the system is creating or one it is ignoring. The ambition is to put pressure on the powerful organisations’ within that system to change behavior or the law.

This approach created a shift in corporate strategy for example, when companies like Nike were exposed for fostering child labor in their supply chain. Pressure from NGO’s and the media forced Nike to make sure children no longer worked for their suppliers. However the root causes of child labor remain, if this is all that changes. The problem is complex. Children were forced to go to work rather than school to help feed their families. But this choice meant their chances of escaping poverty in the future decreased as they were unable to read or write. Losing their job in the factory could have an even worse unintended consequence, like forcing children into prostitution to make ends meet.

This approach can help solve a single problem in a system, but the unintended consequences of that single change, often lead to further problems that require further campaigns.

Aid is another intervention. Fundraising in the developed nations to feed the poor in developing nations, for example. This approach works certainly in life and death situations, at times of drought or famine.

But the old adage ‘give the man a fish and he’ll feed himself for a day. Show him how to catch fish, and you feed him for a lifetime’, captures the limitations of this approach. Simply transferring funds keeps power dynamics intact with the poor dis-empowered to do anything to get themselves out of poverty in the long-term. You need to build infrastructure that lasts long after your intervention to make this work. 

Thought Leadership initiatives aim to describe the problems of an existing system in reports and books and highlighting them at conferences and events where experts speak at panel sessions and round tables.

This approach is very successful at bringing issues to the attention of power brokers who steward a system and in spreading the idea of change within the different levels of a system. A place to make explicit criticisms which otherwise may go unsaid.

However thought leadership work if often criticized for its lack of action and events given the tag of ‘talking shops’. Ideas themselves do not always lead to change. Someone has to take the responsibility to actually do something differently.

For me systems change is not just about bringing together a range of actors for action, but about bringing together a range of tools to solve the problem in front of you. This typically means learning at some basic level about all of the above and beyond; policy change, to impact investing, to design thinking and everything in between. Or better still, it's about bridging the worlds between brilliant people who are masters at each of these interventions, and about asking for help, regularly. 

Want to create a strategy for systems change and not sure where to start? We can help. Get in touch rachel@thesystemstudio.com