Developing Managers as Healing Agents in Organizations: A Co-Operative Inquiry Approach

This action research examines how a health service manager, with a clinical background, sought to develop his clinical skills in a management context. When asked to undertake an evaluation of an addiction counseling service, he found that there was evidence of systemic ill-health expressed through feelings of powerlessness, hurt, and alienation among the staff of the service. The article describes how the manager used action research, and in particular co-operative inquiry, to become an agent of healing in his own place of work. It illustrates how the co-operative inquiry process can be used to help individuals or groups to overcome feelings of alienation and powerlessness in organizations. By dealing with these feelings through a process of co-operative inquiry the conditions necessary to improve systemic health can be created to help develop a service and meet service objectives It explores the neglected subject of how managers can be agents of healing in organizations.     

The Participation Imperative in Co-operative Inquiry: Personal Reflections of an Initiating Researcher

Participation has become an imperative in international development. In particular, participatory approaches to development research are believed to support empowerment through collective development of knowledge and action. Yet there are broad interpretations of participation, ranging from passive participation and information exchange to empowered participation through self-mobilisation. As such, development researchers may claim to use a participatory approach without yielding power and agency to citizens involved in the research. This is a reflexive article about a development researcher’s experience in applying a participatory worldview through co-operative inquiry, a research approach that attempts to engage emancipatory forms of participation. The article begins with a critical analysis of literature regarding participation, the participatory paradigm and participation in the co-operative inquiry. The author then analyses her personal experiences, challenges and strategies as initiating researcher to actualise empowering forms of participation in three co-operative inquiries. The article emphasises that researchers must “let go” of their power, control and personal agenda to support empowering participation.     

Co-operative Inquiry as a Tool for Professional Development

This article describes my involvement as an external facilitator in separate research projects, with a total of five co-operative inquiry groups. The groups all consisted of social welfare professionals, mainly social workers, who were wanting to explore the development of their practice in a context of competing demands from legislation, policy, and management at an organizational level. The article focuses on process, and how, collectively, we facilitated these as more or less successful inquiries. There is detail about how co-operative inquiry, with professionals, in their organizational context, can work successfully, and the part that an external facilitator can take in ensuring a positive result.     

Research and Reflection: Potential Impact on the Professional Development of Undergraduate Occupational Therapy Students

In occupational therapy education in South Africa, community service (CS) focuses learning opportunities during fieldwork placements. CS therefore enabled the researcher to utilise successive small scale research projects to guide learning of students during fieldwork while simultaneously developing the occupational therapy service at a residential care facility. This community setting provided a powerful environment through which research, in combination with opportunities for reflection, contributed to nurturing skills needed by these future health professionals. A technical action research (AR) approach incorporated AR cycles and opportunities for structured reflection. Therefore situations were created for the students to embrace experiential learning. Experiential learning in the form of anticipatory reflection, reflection-in-action, reflection on reflection and retrospective reflection impacted on the quality of the students’ work. Besides encouraging unique leaning opportunities for students when engaging in research during their fieldwork placement, engagement in AR cycles simultaneously improved service delivery to residents in the facility. Key benefits of this investigation were that fieldwork education utilising AR cycles within a CS situation promoted students to identify voids in their theoretical background as well as practice skills; to apply reflective practice that could contribute to their personal and professional development; and to utilize learning opportunities optimally. Despite positive gains showed by this study, the role of power relations between the researcher as fieldwork educator and the students prohibited the AR cycles from being more emancipatory in nature and should be addressed in follow-up studies.     

Insights into Operationalizing Communities of Practice from SSM-Based Inquiry Processes

Two systemic inquiries, based on soft systems methodology (SSM), into the potential for using community of practice (CoP) theory by an Australian-government created research and development corporation to change its knowledge management (KM) strategy, are reported. Key staff were engaged in the inquiry into how to build a third-order KM strategy based on CoPs; an exploration of key published work on CoPs yielded four SSM activity models—‘being a community practice system’; ‘doing the work of imagination sub-system’; ‘doing the work of alignment sub-system’ and ‘doing the work of engagement sub-system’. These models can be used as heuristics to aid the purposeful design of CoPs in other settings. SSM, enacted as a systemic inquiry, can be understood as a form of systemic action research, which was well equipped to deal with CoP theory and, when enacted participatively, can generate important systemic insights. The inquiry began the process of fostering an appreciation of third order KM but, on the evidence available, did not lead to on-going commitment to a CoPs-based KM strategy. Future research should acknowledge how the framing of research situations influences the research process, the importance of the design of practice change settings and the limited evidence for purposeful interventions leading to successful CoPs.     

How Systemic Inquiry Releases Citizen Knowledge to Reform Schools: Community Scorecard Case Studies

Despite the relevance of systemic practice for repairing broken public systems, documented instances where it empowers marginalised groups en masse to be action researchers are rare. Public school systems that fail to educate millions of pupils are ripe for systemic inquiry. Using evidence, this article identifies conditions under which such inquiry fosters school system accountability and increases pupil learning. By tracing the emergence of a type of community scorecard practice called Citizen Voice and Action (CV&A), it explains how and why marginalised groups use CV&A’s systems-enhanced participatory research to engage with and reform unresponsive public systems. It also shows how soft systems thinking and further action research enhanced scorecard methodology. Brief case studies of CV&A use in Ugandan primary schools illustrate and explain how communities reform schools by using CV&A to systematically foster accountability. Discussion identifies how processes free them to create and use systemic knowledge. This theorising helps explain conditions under which systemic inquiry into school and other public systems is being generalised and scaled up.     

Facilitation as Midwifery: Facilitation and Praxis in Group Learning

This paper is an inquiry into practice for the purpose of reflection and theory proposal. We discuss the way in which we, as facilitators of action research/learning groups in diverse contexts, confront the challenge of assisting people to work and learn together in authentically collaborative ways. We each describe our very different respective practice examples (Eileen's based on productive and defensive routines; Judith's on sociodramatic exploration) and then collectively discern some substantial similarities in the way that we work. We have likened these similarities to the midwifery process, i.e., "colaboring" or facilitating the birth of whole and healthy group process in which honest and bilateral interactions of action and reflection occur. Finally, we present a meta-reflective account of the way that we have confronted the challenges of working together to write this article. We present this account as a model of a series of five deepening levels of challenge in collaborative learning. These levels reflect the challenge associated with a growth in awareness of both our own process of working together, and that of every other group with which we work.     

Commentary: Reflections on Co-operative Inquiry in This Historic Moment

Systemic Practice and Action Research - My reading of the six accounts of co-operative inquiry in this volume comes during a historic moment for action research in which the tensions of celebration...     

The First-, Second- and Third-Person Dynamics of Learning History

Learning history is a well delineated action research process consisting of consecutive stages of inquiry where groups and individuals engage in learning and reflecting on their past shared, but often multiple, experiences as these are recorded in a ‘learning history’. Learning history has much in common with other forms of action research in that it configures first-, second- and third-person processes of inquiry in a particular way and enacts research qualities of rigour, relevance and reflexivity. Yet these and other links have as yet been tacit and under articulated - resulting in learning history often conceived as a distinctive linear method with the practice of learning history likewise confined. This reflective article opens out and makes explicit the inherent first- second- and third- person dynamics of learning history. These dynamics are explored from the point of view of different actors – the historian, the participant and the reader - in a learning history process and connections to a general empirical method are made. Finally questions of quality in a learning history are discussed. The aim of this article is to establish firmer methodological foundations for the learning history approach and to provide practical insight into how action researchers might engage more readily in learning history work.     

Learning by Action Research: A Policy for School Development

In this article I define a project organization as action research. Thus defined, the approach presents a method for experiential learning among educators who develop as learners in an educational setting. Second, the approach describes a method for focusing on research related to change in classroom didactics brought about by the mediating instruments educators discover and use so as to overcome their own learning anxiety. Third, action research and academic investigation are described as a method for integrating theory with practice. Finally, action research is outlined as an effort for social justice—the way knowledge usually develops by social construction.     

When Social Workers Meet Special Education Teachers: Action Research to Implement Curricular Changes in Taiwanese Special Education Systems

Non-governmental organizations (NGOs) offering supported employment services in Taiwan recently have identified a missing link between their programs and the vocational programs students with disabilities received in secondary special education system. Sponsored by a national initiative aimed to enhance public education through crossover trials and social inclusion under the umbrella of ??HighScope Taiwan??, academics and mainly senior social workers devoted to supported employment for persons with intellectual disabilities started a two-way outreach program through action engagement in 2007. Action research became the common focus of the joint task forces across social work, public education systems, and academia. The article provides field-based reflections of the action research project and suggests ways in which practice of action research may increase social impact in the professional development of individuals.     

Environmental Education: Enhancing Learning and Awareness Through Assessment

Environmental issues are rapidly gaining momentum globally as humans try to find sustainable solutions to the effects of climate change, carbon emissions, and the actions of human-kind (see Olver, Blacklist those who ‘greenwash’. Companies must walk the talk regarding climate. The Times, 2011a; The weather warriors’ war. Real change will come when a few good men and women say ‘enough is enough’. The Times, 2011b). To enhance learning and awareness of environmental issues among Environmental Education students and the community at large, this study situated assessments within communities of practice around the university. Using action engagement within action research students had to work with insiders from the community to identify, formulate action or intervention plans and find solutions to problem situations in the community. Using action engagement within action research in this study definitely enhanced student’s knowledge of their community’s problems. Their personal involvement and the cyclical approach adopted, enhanced students’ emotional understanding and gave them an insider perspective into the situations and problems that required intervention; and trust was built between the students and members of the community as they worked together to accomplish a common goal.     

Interdisciplinarity: Potentials and Challenges

Interdisciplinarity, as a concept and practice, is reviewed and related to a recent article (Romm, 1998) in this journal. Authors advocating interdisciplinarity for social research and problem solving seem to have diverse, if often largely implicit, epistemological, and other assumptions informing their proposals. Romm (1998) develops and advocates a critical and reflexive orientation for tying interdisciplinarity to action research and related endeavors. For some academicians, however, interdisciplinarity appears to be considered a relatively unproblematic pursuit of merely selecting appropriate methods. Significant issues and questions concerning interdisciplinary pursuits, particularly in academic settings, exist and are briefly explored, based on the experiences and perceptions of the author. Basic structures and processes found in fields such as action research/science and management systems often seem neglected and very much needed for interdisciplinary inquiry and knowledge construction.     

Building Organizational Identity: an Insider Action Research from a Founder’s Viewpoint

This paper features the implementation of an extensive insider action research, exhaustively following the framework of Coghlan and Brannick (2010, 2014). It consisted of two action research projects - the thesis action research and the core action research - which were done in a parallel manner, both following the iterative cycles of constructing, planning, taking, and evaluating action. The thesis action research was aimed at developing a theory on building organizational identity from the viewpoint of an organizational founder. On the other hand, the core action research was focused on promoting the specific identity of the Institute for Integrality, Inc. Quality and rigor were observed in the implementation of the action research cycles. In the fieldwork, there were three main cycles undertaken – understanding organizational identity, fine-tuning the practice of this identity, and designing the integration of this identity in organizational culture. Thereafter, significant learnings were derived from meta-learning in the form of content, process, and premise reflections. Finally, through the critical reflection of the project in the light of the experience and theory, A-Founder’s Integrative Theory of Organizational Identity Building was derived.     

Meta-Action Research on a Leadership Development Program: A Process Model for Life-long Learning

Our purpose in this paper is to contribute to the field of systemic practice by sharing a process of professional learning based on meta-action research. The process emerged as we engaged with evaluation data from a leadership development program (LDP). The aim of this LDP had been to help leaders design their team projects on poverty reduction through action research methods in six African countries. As facilitators of the program we discuss our experiential learning based on critical reflection. We explain how meta-action research can transform understandings of ways to improve professional practice in future applications. We present three process models: (1) a model of reflection on action, (2) a meta-action research model, and (3) a model for lifelong learning through meta-action research. These models may be of benefit and interest to readers who facilitate systemic practice and action research in education, higher education, communities, industry and government.     

The Concerns-Based Adoption Model: Teachers’ Participation in Action Research

This article views a particular example of action research through the theoretical lens provided by the Concerns Based Adoption Model of professional development. A small group of teachers in Lesotho, used action research to investigate their understanding and practice in the midst of externally initiated change. Data was collected from teachers’ discussions during the 2 years of the project. Teachers interacted during planning sessions; lesson observations and reflection meetings. Results indicated that these teachers’ development and change through action research corresponded with the seven levels of the Concerns-Based Adoption Model (CBAM) which are awareness, information, personal concerns, management, consequences, collaboration and refocusing. The demonstrated resonance between CBAM and action research is significant, given the differing orientations of the two models. There is a need however to conduct further studies with larger samples and possibly from diverse areas to further explore the relationship between the Concerns-Based Adoption Model and action research.     

Co-operative Inquiry: Changing Interprofessional Practice

Recent government guidance concerning the welfare of children emphasizes the necessity for change in interprofessional practice. This paper examines how co-operative inquiry enabled a diverse professional group to inquire into how change can be promoted in complex practice systems. It considers the influence of external stakeholders, highlights the consequent tension between task and process, and addresses the implications for the role of facilitators.     

Dilemmas of Confrontation

Practicing action research in workplaces is a choice of letting oneself be closely involved in other peoples’ integrity as working men and women. The encounter between the researcher and the social group in the contract organization is the vital and sometimes only instrument for generating new learning and lasting change, thus it is critical for engaged action researchers to continuously be self-reflective on our praxis and appearance in this encounter. Within the action research literature, this encounter is discussed in relatively broad terms emphasizing preferred roles, values and strategies for organizing collaborative learning processes. Relatively little is reported, however, on the unpleasant sides of this interaction between the researcher and the collaborative group. In line with Greenwood and Levin’s (1998) argument for the action researcher as a friendly outsider who confronts in a supportive way, most researchers practicing action research have experienced how difficult it is to be as confronting as it takes if dysfunctional social routines are to be changed. In this article, I report on my own practice from an action research project, where I gradually developed my skills and confidence in acting more confronting as to bring forward new collaborating working routines among metal workers. I discuss three different forms of confrontation to be of critical necessity. By daring to act more confrontational, I also realized that it made me feel better about myself as a professional engaged researcher as I could reveal my true meanings and perspectives to the workers. I conclude by suggesting that in order for an engaged researcher to be able to develop her role as a confronting practitioner it is important to work closely in a team with fellow researchers, as well as to have the personal capacity to be self-reflexive and self-therapeutic.     

Intersections of Critical Systems Thinking and Community Based Participatory Research: A Learning Organization Example with the Autistic Community

Critical systems thinking (CST) and community based participatory research (CBPR) are distinct approaches to inquiry which share a primary commitment to holism and human emancipation, as well as common grounding in critical theory and emancipatory and pragmatic philosophy. This paper explores their intersections and complements on a historical, philosophical, and theoretical level, and then proposes a hybrid approach achieved by applying CBPR’s principles and considerations for operationalizing emancipatory practice to traditional systems thinking frameworks and practices. This hybrid approach is illustrated in practice with examples drawn from of the implementation of the learning organization model in an action research setting with the Autistic community. Our experience of being able to actively attend to, and continuously equalize, power relations within an organizational framework that otherwise has great potential for reinforcing power inequity suggests CBPR’s principles and considerations for operationalizing emancipatory practice could be useful in CST settings, and CST’s vocabulary, methods, and clarity around systems thinking concepts could be valuable to CBPR practitioners.