PERL Partnership for Education and Research for Responsible Living D 6.1 Framing the Enabling Kit approach Authors: Francois Jégou; Francesca Rizzo; Ezio Manzini; Daniela Sangiorgi; Per-Anders Hillgren; Liz Davis; September 2010 D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 1 Index Index 2 Outlining the enabling kit approach 3 What do we mean by enabling kit? Who is it for? What does it consist in? How to use it? 3 3 4 5 LEADING 6 INVESTIGATING 6 FACILITATING 9 ENVISIONING 14 SYSTEMIZING 14 ENABLING 20 COMMUNICATING 21 In this document, Liz Davis wrote INVESTIGATING; Per-Anders Hillgren wrote FACILITATING; Francois Jégou wrote Outlining the enabling kit approach, SYSTEMIZING and Orientation Guidelines; Francesca Rizzo wrote ENVISIONING and COMMUNICATING; Daniela Sangiorgi wrote LEADING and ENABLING. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 2 Outlining the enabling kit approach What do we mean by enabling kit? The SEE research project focuses on forms of local transformation projects toward sustainability (Framework Projects; Local Projects) whose main distinctive characteristic is that they are promoted and supported by design schools and universities. The first sample of projects, identified throughout the DESIS1 network, was built using a series of skills and tools relating to the strategic design ability to facilitate a project process within a complex context and via the interplay of multiple and heterogeneous stakeholders: i.e. envisioning scenarios and simulating their possible implementation in order to engage participation; stimulate social conversations and prompt convergence. These design-driven local sustainable transformation projects emerged in very different socio-cultural context such as China, Brazil, USA, Italy, Sweden or France, that form a community of practice partly due to their common design background and partly due to their mutual influence within the DESIS network. The SEEK project is aiming at capturing these emerging capabilities and make them available to the design schools community in the form of an enabling kit. The SEEK enabling kit is meant to be a set of elements which aim to facilitate the start and development of local sustainable transformation projects. They consists in documented cases and examples, promising practices and procedures, instructions, guidelines, tools, check-lists, etc. SEEK enabling kit is therefore a toolkit in the sense that it provides all the necessary elements to perform the focused activity and all together, these sets of elements work as an instantiation of this activity. The SEEK enabling kit is an evidence of local sustainable transformation projects, providing visibility and making tangible this activity as it is performed by design schools. Who is it for? Within the sample of local transformation projects on which SEEK is based, involved design schools and universities play the role of ‘agents for social change’. In parallel to their education role towards students, they behave as active players to support sustainable transformation in the local context where they are based. Active learning approaches, projects oriented workshops, field investigations with users, and other common teaching practices in design schools show a strong potential to involve in real 1 DESIS is a network of schools of design and other institutions, companies and non-profit organizations interested in promoting and supporting design for social innovation and sustainability (www.desis-network.org) D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 3 scale development projects where both education role and local stakeholder role are mutually reinforcing. The SEEK enabling kit is a support dedicated primarily to design schools to facilitate involvement of groups of students and professors in performing these two fold activities of learning by doing in vivo and using for local development the potential of creativity and action that strategic design exercises represents. The SEEK enabling kit is therefore not a self-standing toolkit: application of the approach and use of the tools contained in the first version of the kit will require the availability of design skills and address teaching environments with groups of students involved in articulated projects over medium-long periods. The SEEK enabling kit application and use may be extended to other schools of architecture, urban planning, sociology, likely to engage in local development. It may also be useful to larger circles of actors such as social entrepreneurs, sociologists involved in field projects, actors promoting citizen participation, etc. What does it consist in? The analysis of the design role across the sample of projects collected in SEE reveal a typology of 7 clusters of activity performed in a recurrent way by the design schools involved and their partners: LEADING The very project initiative and its promotion are lead by the design team; INVESTIGATING The exploration and mapping of existing local social initiatives oriented toward the inspiration of new solutions or systems of solutions; FACILITATING Tools from Participatory Design are used to support interaction and convergence among the parties involved; ENVISIONING Scenarios, proposals, simulation and rapid prototyping are used to stimulate and orientate the design partners and stakeholders in the design process; SYSTEMIZING Activities oriented towards organising synergies and multiplication effects among the different single projects and elements of the project; D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 4 ENABLING Digital platforms, toolkits and other supporting tools are used to enable the local players to act by themselves; COMMUNICATING Illustrated presentations, mapping visualisations, appealing visuals are used to explain and disseminate the project. These 7 clusters of activities will be described in details in the following pages and examples form the on-going projects will be given. How to use it? The SEEK enabling kit will be described as a matrix built on 2 dimensions: 1) a series of local case studies 2) typologies of activities. On the SEE web platform2, the access to these 2 dimensions of activities is materialised by a matrix allowing to navigate vertically following step-by-step each particular local processes as they have developed and horizontally comparing the different ways parallel projects have conducted a particular design activity. This matrix structure of the SEEK enabling kit allows to inspire from the different local experiences and develop a specific process by composing between the different options presented for each design activities. The SEEK matrix is an open enabling kit where on-going projects will continue to report and enrich the different clusters of activity. New projects will add in parallel and modulate and complete with new options each design activity. 2 www.sustainableeverydayexplorations.net D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 5 LEADING In short... Leading corresponds to a series of design activities oriented towards conducting or facilitating the overall Framework Programme. Often the Leadership is set up in the original agreements or partnerships at the beginning of the programme, and is often negotiated with the needs and aims of funding and partner institutions. In some case studies Design schools and designers practically lead the initiatives engaging various stakeholders in the programme or in other contexts Design acts more as an overall approach to change that brings together various partners and, eventually, methodologies. Design activities can have also a significant leading role when helping setting up a vision that guide the individual projects in the long term. More... Partnerships and visions What are the main characteristics/aspects/dimensions of the activity? Design schools, organisations (see for example the Design Council) or studios can have a role in defining the original agreement or partnership that stand before the Framework Programme. In the DOTT07 project this is particularly evident as it has been the Design Council together with an international design thinker Thackara to set up the overall 10 years programme, its main aims and structure. At the same time DOTT07, as developed in the North East, needed to answer to the needs and objectives of the region and therefore develop as a partnership between the two organisations. In DOTT07 Design worked both as an ‘object of promotion’ (see Design Council) but also as the pivotal approach for change and public engagement (grass roots innovation and engine for innovation in the region). Other initiatives have been similarly guided by Design such as the Feeding Milano and Chong-Ming Island project. In both the initiatives the Design schools have started the individual projects working with students to then use these project ideas to develop further initiatives. Feeding Milano started with design students’ work and is now a research project funded by the City of Milan and Cariplo foundation in collaboration with Slow Food. In these cases Design leads the project by collaboratively set up the vision and provide an ‘infrastructure’ for the collaboration to progress. In the case of the NeWu project in China, a joint university project (Polimi, Milan & Jiangnan) has provided the synergy/platform for a partnership with Wuxi Municipality. Still in its early phases, the project is dependant on design leadership but the aim is for student service design proposals to serve as inspiration for local stakeholders. Finally in the case of Malmö Social Innovation Living Lab, Design works by “infrastructuring” meaning creating the conditions for quick contextual experiments to explore a sustainable future among a diverse set of stakeholders. This happens by conducting a continuous matchmaking process that tries to align diverse actors into common projects and initiatives, looking D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 6 up for synergies and opportunities as they emerge. In this case Design doesn’t provide a determined ‘vision’, but generate the conditions for opportunities to emerge; the real vision is more related to the process itself, which is to ‘democratise innovation’ within public sphere and everyday life. Collaborative Design and open innovation How to start/develop/disseminate it? In many of the case studies Design works as an overall approach to change and social innovation. This doesn’t exclude the use of other methodologies or the integration of other professions such as artists or architects, in the territorial intervention. Design is actually often adopting methods and tools from other disciplines to better engage with the citizens and work on a wide scale. DOTT07 and Nord-pas-de-Calais Sustainable Periurban are a clear example for this. In DOTT07 designers have been engaged in the main Public design commission projects, but the ‘activation’ of the public and extensive visibility of the initiative has been often delegated to artists and media studios. The art-led initiatives had the capacity to reach out a wider public and sensitise about the overall programme aim, but they were generally not oriented to generate ideas and solutions. In other projects Design has been working as main methodological guidance to enhance collaborative design processes and projects management. In particular when the design process is an open and participatory one, several questions emerge on how to keep the collaboration open while guiding it. In the Malmö Social Innovation Living Lab questions arise as for how: 1) to scale up, meaning developing new relationships, still maintaining old ones; 2) to set up collaborative decision making; 3) to set up experiments during the complex circumstances that emerge within social innovation; 4) to perform “friendly hacking” of civil servants? (e.g. to try to engage different stakeholders overcoming difficulties to change their working structures). Emergent opportunities and grassroots change What are the expected results/outputs/benefits? When Design works at a wide territorial scale working with a large set of partners, starting from an existing set resources and opportunities, what can emerge is a potential transformation of innovation processes within single actors or among systems that explore and evaluate the potential of more grassroots movements and changes. Opening up cultural and operational barriers among different populations, organisations and professional groups is one of the key challenges to manage to generate more systemic effects. Feeding Milano or Amplify both work for example to amplify and connect existing initiatives and show the potentials behind their connection and collaboration within a similar vision. Malmö Social Innovation Living Lab does a similar thing, but in unexpected ways, where the potentials for change often hides behind not foreseen connections and contributions. In all D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 7 cases it is about showing how everybody can be an ‘active’ partner for wider transformations, instead of relying on other more mainstream actors. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 8 INVESTIGATING In short... Investigating is the process by which Local Project (LP) initiatives are searched out and identified as promising. Principally a field activity, investigating comprises mainly of observation and dialogue with players and stakeholders, backed up by a range of visual reporting methods. Information collected is mapped out to situate each project within its own particular system dynamic (constellation of stakeholders and players). Investigating is a qualitative process which serves to reveal both emerging and established LP initiatives. It also applies to the exploration of a context/area as a preamble to proposing future projects. Furthermore, it offers the opportunity to identify potential key players for long-term cooperation to create, consolidate or expand sustainable local networks. The investigating process is principally carried out by design students. Learning basic ethnographic skills to support observation and exchange become part of an active learning process for the participating student taskforces. Findings are assembled, processed and shared in order to provide platforms for determining potential for future actions/partnerships to be developed in the following activity phases. More... Inspiring sustainable living from local social innovations... What are the main characteristics/aspects/dimensions of the activity? Investigating covers a cluster of activities which aim at eliciting local assets and at finding opportunities for new solutions, services, partnerships... to be developed. Investigating is commonly understood as designating a wide range of field activities oriented towards informing and understanding in-depth a specific context and the subtle mechanisms that characterise both its conditions of existence and the dynamics of interaction between the different players present. Such generic investigation processes exist within the cases collected in the SEE research project, but what is understood as 'Investigating' in these cases tends to focus on a more specific activity. Often as a starting point, local contexts are investigated to identify initiatives of social innovations on which to build Framework Projects... Inspired by the initial process first experimented in Europe through the European research project EMUDE3 and further developed in Brazil, China, India and Africa within the CCSL4 project, this core investigation activity consists of indentifying groups of 3 EMUDE (Emerging Users Demands for Sustainable Solutions) is a Specific Support Actions funded by the European Commission and aiming at detecting needs for technological developments to support strengthening and deployment of social innovation in Europe. 4 CCSL (Creative Communities for Sustainable Lifestyles) is a research project within the Marrakech Task Force on Sustainable lifestyles funded by the Swedish Ministry of Environment within the 10th years framework of programmes on sustainable consumption and production supported by the United D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 9 sustainability active, cooperative people (the Creative Communities) who self-organise, through a high level of initiative and entrepreneurship, to invent and practise solutions appropriate to their needs. These solutions are recognised as new ways of doing - alternatives to the mainstream and promising in terms of sustainability. The systematic investigation and documentation of these initiatives locally in a neighbourhood, a city or a region reveals how these Creative Communities are both social laboratories inventing new and more sustainable ways of living and the social context from which to further develop and deploy these sustainable ways of living. Action-learning approach and user-centred investigation tools... How to start/develop/disseminate it? Many of the skills needed to support investigating activities are part of the designer’s toolkit: tracking (via sketch, photo or video), interviewing; synthesising; extracting content; translating and giving form to information to make it understandable and inspiring to others (mainly to non-designers). Investigating is more effectively carried out in (small) groups, where skills and profiles can be balanced (male/female, listeners/talkers, observers/recorders etc.). Schools (students and researchers) are the principal resource. The investigating process demands a relatively large taskforce, able to offer time and energy. Hence, active learning tasks are integrated as a broader education framework of investigating activities. As a first step, practical and general contextual information can be gathered via Internet but investigating is essentially a question of tracking down innovative, sustainable forms of living, in situ, and encouraging people to tell their stories. In DOTT07 designers, working in interdisciplinary teams, conducted investigations at Platform level (“shallow dive”) and Project level (“deep dive”) by inviting various stakeholders to help define and build partnerships for the project and by carrying out cultural probes, ‘shadowing’ or co-creating films to inspire creative exchange and involve stakeholders in the process. The Malmö Social Innovation Living Lab underlines the importance of building close relationships with stakeholders. This is likely to be dependent on time available for trust building and the maturity to manage exchanges. The two-fold aim here is not only of mapping the details of a particular project but also carefully preparing the ground for future initiatives. A mix of bottom-up and top-down approach... What are the expected results/outputs/benefits? The initial EMUDE/CCSL research projects quoted above focused on a qualitative inventory of social innovations which were promising in terms of sustainable living. The scope was to investigate different socio-economical contexts worldwide to build a catalogue of cases and identify recurrent or similar solutions. This catalogue is the core of the investigating activity and works both as a bottomNation Environment Programme (UNEP) and the United Department of Social and Economic Affairs (UN-DESA). D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 10 up exploration and a top-down design projection. The catalogue is a reference to show the wide range of existing typologies of initiatives and to orientate local investigation (do similar cases exist locally?). It works also as a source of inspiration (could such cases be developed there if they don't exist yet?). The different typologies recorded in the catalogue are progressively enriched by new local investigations. With the Feeding Milan project, investigation was carried out to establish the strengths and weaknesses of the Parco Sud context, in order to draw out existing project/people assets (capital) to build on for future project development. Two categories of social initiatives of short food network and local tourism were particularly focused and then systematically investigated. As demonstrated in the in the Amplify project, students from Parsons New School for Design were asked to discover and make a comprehensive mapping of examples of urban activism in New York’s Lower East Side. Interactive settings in the public exhibition developed after were aimed at completing - through a crowd-sourcing like process - an investigation as exhaustive as possible of all existing initiatives. In Chong Ming Island, investigation did not identify particular interesting local initiatives already existing within the rural population. In this case, investigating was conducted more as a generic exploration activity to better understand the context and assess if, for instance, similar strategies based on short food network and local tourism could be pertinent. In the same way the opportunity to implement other collaborative services was also confronted with the local context. DOTT07 is an example of a more design-led approach. Five overall project themes were set up by the main board (led by the British Design Council) with the aim to promote, enhance and connect existing initiatives, opportunities and needs. In Feeding Milan and Amplify, investigating seems to be first a bottom-up exploration whereas in Chong Ming Island and DOTT07 investigating is more guided by a top-down design projection. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 11 FACILITATING In short... Facilitating regards design activities that in different ways promotes diverse stakeholders (such as citizens, NGO:s) to get involved in Framework Project and/or Local project with different aims depending on the stage of the project in which occur and its characteristics. Basically facilitating is always devoted to the action of making people, stakeholder, users able to express their opinion and to include their vision in the project as requirements and/or project drivers. If facilitating is analysed from the side of the two project typologies: i. e. FP and LP a fundamental difference observed: facilitating in FM deals with the stakeholder partecipation to the develpment of the project vision and overall scenario (what the project will be at its end) facilitating in LP is more about engaging various stakeholders in the design process of punctual solutions, collecting data and exploring ideas, ‘doing’ and ‘seeing’ things differently or together. More What are the main characteristics/aspects/dimensions of the activity? How to start/develop/disseminate it? Facilitating concerns the driving forces and everyday activities among stakeholders, how they can be supported and synchronized to become and active part of the project. Often facilitating is a contextual design activity that can be concentrated in a 1 week workshop with the aim to develop visions for the context in which the design action is taking place. That means, for example, helping stakeholder to participate in developing visions for future Framework project that could invest their context. Chong-Ming Island is an example where facilitating has served the process of generating a vision ofr a FP. The mutual understanding of stakeholders (obtained by conducting 3 different 1 week whorkshops) was something that really oriented the direction of the project. It provided a role for design to act as mediator by designing different co-design activities to make communication among people as clear as possible and to develop ideas for a FP that could become a proposal on which to obtain funds. In Nord-pas-de-Calais Sustainable Periurban facilitating has been used mainly to develop specific ideas for Local Projects. Dott07 represents a case in which facilitating has be especially implied as a variety of forms and levels of engagements with end users such as design camps, explorer clubs, co-design sessions, design into schools, community awards, events, activities (urban farming) and installations to enable end users partecipation and active engagement. In Malmö social innovation living lab project the approach has been to build long term trust with the stakeholders through collaborative hands on activities and by doing experiments that D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 12 match and make sense from the perspective of the stakeholders everyday activities (classical participatory design process). Also starting early on to investigate the key qualities and resources among stakeholders and then highlighting and reinforce them. Dissemination is done by a collaborative effort including all stakeholders’ perspective and how they have been affected by the project. Finally “Amplyfing LES communities””Milano Parco Sud” represent 2 cases of advaced FP within which a sub-set of LP has been already activated. They both show the two possible ways in which facilitating can be exploited in a design driven social innovation project (see the description at the beginning of this chapter). What are the expected results/outputs/benefits? Expected results include a sustainable network of stakeholders that trust each other and have a common work language. It also consists of a capacity to mobilize interdisciplinary resources and promote mutual learning among diverse stakeholders. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 13 ENVISIONING In short Envisioning is about those design activities devoted to figure out and represent, in a visual language, potential design trajectories/ideas/solutions for Framework projects. Envisioning takes place basically to inform and build up the vision of a FP. Outputs of this activity are generally scenarios and simulations. At the beginning of a project it is in the hands of the designers choosing to start and to stimulate a strategic conversation with the project stakeholders to build, share and agree on the overall vision that will characterise the project, about its strategic aims, about what is expected from it to affect and in which way it will change the context in which it will be developed. As secondary level, envisioning also occurs to figure out Local projects that can emerge as possible specific design solutions: ideas of products, services, interactions that can be represented in form of sketches, prototypes, mock-ups, storyboard, videos that represent and show and communicate the idea of a local project. More Envisioning to communicate and raise consensus about a problem/project Projects collected for SEEK are often leaded by design team (students and teachers) from schools that for the educational activity requested in laboratories have started to work on an experimenting domain as is, at the moment, for design, social innovation, to elaborate vision and scenarios for possible projects and detailed ideas and solution potentially implementable. Envisioning in these cases seems to take the configuration of a design research activity that having recognised a problem start to envisioning possible strategies to solve it. This is what is going on in Chong Ming project, where, by the means of a series of 3 workshops students have worked trying to solve a list of problems: The periurban countryside area is under the pressure of urbanization. The industrialized agriculture is poorly efficient, and the income of farming is quite low. The existing condition of health care, education and transportation could not satisfy the demands. More and more farmers left their villages and settled in the city. On the other hand, the populous Shanghai city has a great deal of demand of agricultural products, especially safe, local, seasonal food. And the interest of agritourism is visible among the citizen. This by envisioning a vision like: D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 14 a rural-urban area where agriculture flourishes feeding the city and, at the same time, offering citizens opportunities for a multiplicity of farming and nature related activities and by visualising it with different support (sketches, videos, pictures, interviews). The envisioned vision and the materials produced during the workshops are becoming the basis on which to communicate the problems of the Island and to raise the awareness about them and the consensus of different stakeholders to promote a design project devoted to implement the vision in a series of real initiatives. Envisioning to build a common vision for a Framework project Some of the cases collected (advanced as Feeding Milano or at the beginning, as Nord-Pasde-Calais) are characterised by the fact that they are real project leaded by Design: that means that Design, represented by a team of professionals or researchers, has received funds to build up a social innovation project. In these cases envisioning become the first step of a framework project and it aim is to build, together with all the interested stakeholders, a possible scenarios for the project. This is what is happening in Nord-Pas-de-Calais where: envisioning is used to kick off a framework project: a design-driven projection allows to build a 'demonstrator' of what the potential framework project could look like. The form (here multiple video-sketch) is chosen to be as suggestive as possible to raise stakeholder interests and engage the strategic conversation. Envisioning to figure out possible Local Project/solutions/small scale experiments For those cases that are in the stage of designing solutions it always, in the SEEK collection, took the form of a local project (a self-standing project that, in the context where it is embedded must be: economically, technologically and socially viable. And, therefore, it must refer to locally already existing active communities or to communities that are activated by the same project proposals). For local projects envisioning works in order to produce solution and ideas to be visualised by mock-ups, videos, storyboard that make LP visible and help to communicate them to the project co-design community. For Feeding Milano this goals has been reached by implementing different contextual workshops, leaded by design researchers from Politecnico of Milano with the interested communities make concrete the ideas of the project. For Malmo envisioning has been more a collaboration between the design team and the community of the project to explore how to set up small scale experiments in real context (with low costs) based on functioning prototypes. By conducting the experiments a follow up has been made to articulate the qualities revealed by experiments and articulate specific qualities among stakeholders. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 15 Key points: Envisioning can be a shared process between designers and stakeholder to develop a project vision and scenario Envisioning can be a design activity that aim to figure out ideas of possible local project Envisioning can produce different visual outputs to communicate with different stakeholders (from visual storyboard that tell a story to the stakeholders to small scale experiments that, by the means of functioning prototypes make the envisioned solution real and experiential for stakeholders). D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 16 SYSTEMIZING In short... Systemizing corresponds to a series of design activities oriented towards organising synergies and multiplication effects between the different single projects or elements of the project. The synergies targeted range from a communication framework giving visibility to a series of Local Projects form the same region to the development of exchanges, collaborations and partnerships liking the single projects into an active network on the territory. Systemizing process consist in clustering local projects with similar patterns, recognizing potential relationships between them, activating connections and organizing collaboration. The result is the constitution of a Framework Project describing the most promising synergies in a vision to support local development and a related strategy to implement this vision. More... A system of Local Projects What are the main characteristics/aspects/dimensions of the activity? A Framework Project is based on a number of Local Projects with a certain level of interlinkage between each other. The nature of the links may be of different nature In DOTT07 the different Local Project on food, energy, transport... develop in parallel with a low level of synergy between them. At the Framework Project level they represents a panorama of main need area in the North-East England region and demonstrate how design can involve and support each of these areas. But on the field, each Local Project has little to do with the other. The DOTT07 project act as a main glue between them, activating them through a series of common engaging activities such as performances, installations, awards, challenges... and wrapping them in a same communication push through the project website, the final festival... enhancing the overall visibility of DOTT07. In Feeding Milan the Local Projects belong essentially to two categories: short food distribution and local tourism. The Framework Project doesn't focus a complete panorama of the regional activities or need areas. But the subgroup of Local Projects considered shows strong linkage between them. Actors and resources are connected so that they generate synergies and, through collaboration they share risk and experience. This higher level of synergy is based on a vision (a rural-urban area where agriculture flourishes feeding the city and, at the same time, offers citizens opportunities for a multiplicity of farming and nature related activities) and a related strategy ('zero mile food and tourism') to implement this vision. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 17 Searching for synergies... How to start/develop/disseminate it? The core of the systemizing activity consists in searching for more consistent and powerful synergies within an existing local context. The first step is contained in the INVESTIGATING activity in order to explore and identify local potential. In the Amplify project, a systematic mapping of all promising social initiatives is undertaken in NY Lower East Side. A clustering process among all the cases collected shows a structure based on 4 thematic areas of healthy food, connected elderly, neighbourhood socialisation and local cultural heritage. The very fact of projecting this structure and recognizing groups of initiatives relating to the same goal raise potential connection, collaboration and synergies. An activation of these thematic areas (giving them more visibility promoting the Amplify exhibition, supporting individual public design commission projects in DOTT07 or organising a political platform of workshops, seminars, meeting among stakeholders in Feeding Milan) can enhance their synergetic potential and reinforce them. The systemizing activity is based on a mix of promoting bottom-up spontaneous adherence between Local Projects and projecting top-down design visions to start connections that are not likely to emerge by themselves. Malmö Social Innovation Living Lab promotes an openended structure that’s flexible enough to allow new collaborations to emerge. Cases that can be aligned get the opportunity to increase. Other cases decrease (until a new opportunity emerge). Connections may arise not only between cases themselves but also with private companies, public institutions or other close Framework Projects. Balancing a loose approach with a design driven process is important to leave the time to unexpected synergies to emerge and reveal stronger adherences than a first design envisioning activity would have pointed. Looking for an acupuncture effect... What are the expected results/outputs/benefits? The result of systemizing activity should lead to a highest possible level of synergy between the Local Projects. In the Sustainable Periurban in Nord-Pas-de-Calais tentative Framework Project the challenge is to identify synergies with a potential to produce a systemic effect beyond the improvement of the single cases considered. The strategy follows the metaphor of acupuncture which is based on a low number of local points to activate particular flows of energy between them and obtain a systemic relief in the whole body. Feeding Milan focuses only the food system but builds on a series of cultural leverage points in Italy such as the increased interest in revitalizing traditional food quality, the developed practice of agro-tourism hosted by local farms or the promotion of the rich cultural and architectural and landscape heritage. The expected results of this Framework Project is therefore likely to go beyond a new food and tourism network and achieve the revitalisation of the Parco Sud subpart of the region, improving the perception of the whole periurban areas, pointing virtuous circles of relationship with the nearby city of Milan and potentially prompting other developments in side sectors. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 18 The 'zero miles food and tourism' strategy emerges as a pattern of Framework Project. It's value is recognized beyond the case of Feeding Milan and was proposed by the design teams as a systemizing approach in the farming island of Chong-Ming nearby Shanghai or for the sustainable periurban around Lille. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 19 ENABLING In short... Enabling is a set of design activities aiming at developing the capacity and ability of project participants to actively participate in the process and in implementing the solution (cocreation). In some cases physical toolkits or digital platforms are developed to help participants to map and visualise existing promising initiatives to be included in the framework programme, in this way amplifying the exploratory capacity of the initial design team (see crowdsourcing). In other examples enabling activities consist mainly in knowledge transfer and sharing sessions among various stakeholders; these processes can be provided as capacity building exercises (see training on Film making in DOTT07) or developed as more mutual learning processes to visualise knowledge which is relevant for potential project collaborations. Finally enabling kits are also developed as a way to support people to further implement and test the solution once ideated, acting as prototypes or real social platforms. More... A platform to amplify change processes What are the main characteristics/aspects/dimensions of the activity? Considering the scale of intervention of Framework Programmes, enabling activities have generally the aim to amplify its research, collaboration and implementation capacity, therefore also increasing its potential legacy. When projects use design schools as main actors for change, design and investigation toolkits are developed to enable students to conduct the research activities and to create comparable outcomes. As an example in Amplify, Parsons’ students under the supervision of the design firm IDEO are currently designing a series of toolkits aiming at disseminating examples of collaborative services in the Lower East Side. The toolkits will be available for download at the project website and should encourage individuals, local non-profits and policy-makers in the adoption of solutions that promote sustainable lifestyles in the Lower East Side. Enable activities can also be oriented toward creating the capacity and skills of project participants to become active co-designers. In this case designers might organise training sessions, visualise research outcomes or engage in knowledge sharing conversations. In Feeding Milano for example the research team built visualizations aiming to enable stakeholders to participate to the design process. Also to enhance their capacity and attitude towards envisioning solutions as useful tool in design collaborations. In DOTT07 a design studio, Thinkpublic, organised a skills share day on video making with BBC for project participants, this to enable them to generate video interviews to be elaborated in a film for the design team. Finally enabling activities can be oriented toward providing the platforms and tools for people to implement the ideas and start collaborating in new ways. In Feeding Milano and NeWu D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 20 this translated into a series of digital services that worked as a connecting system through all the Framework Programme. In other examples they can be small prototypes, like a paper liftshare toolkit in Move Me project in DOTT07, that the communities can adopt and adapt to their needs and shape their activities. Create, Test and Diffuse - How to start/develop/disseminate it? Enabling activities and toolkits can be designed by a group of design teachers or professionals as the project progresses. In general toolkits are actually designed and improved after some initial testing phase. For example in Nord-pas-de-Calais Sustainable Periurban a toolkit for participants in the Territoires ed Résidence was progressively developed through an iterative learning process capitalising on the experiences of the first 5 residences. The toolkit was then presented as a Resident Guide based on a series of pages posted online for a shared use and upgrade between all the participants to the Territoires en Résidences programme. Hard copies in forms of a booklet or separate deck of cards to facilitate personalisation of the methodology were given to each new resident teams. The Resident Guide was based on 3 sections: a general overview of a residence defining the approach and main features; a chronological narration of a typical residences process; a toolbox with compulsory tools, favourite and other ones. This iterative and refining process is also evident in the Amplify research with the support of a design company IDEO. Also Thinkpublic within DOTT07 formalised their engagement process, developing toolkits and process mapping for NHS to be implemented and diffused as innovation processes. In other cases the enabling capability is demonstrated mainly in the capacity of design teams to adapt their tools and language depending on the kind of audience and participants. Enabling is also not only a matter of providing knowledge and tools, but also create spaces and occasions for people to share their experiences, resources and needs. This is an ongoing learning process that should be better formalised for designers to learn the right skills and approaches to enhance these kinds of conversations. Wider and Lasting Legacy and People Empowerment - What are the expected results/outputs/benefits? Enabling activities are generally developed to enhance participation, amplify research capacities and create a wide and lasting legacy in the territory. This requires the capacity to adapt tools to the ability of project participants, to verify that they are meaningful and to constantly refine their effectiveness. When projects work ideas and innovation approaches last beyond the initiative. In some cases this is reflected in a wider adoption of the tools to replicate similar change initiatives (see the toolkits of Nord-pas-de-Calais Sustainable Periurban or Ampify) or by the transfer of skills in working environments (see DOTT07 Alzheimer project) or by the adoption of digital services or prototypes to implement the solutions. D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 21 COMMUNICATING In short Communicating is the process of disseminating a project and making its results visible and desirable. The process of communicating in the SEEK cases collection aims basically at: design the brand and images of a project (Framework Projects or Local Projects); to design the correspondent communication tools, to make coherent the communication of each Local Projects with the communication developed for the Framework one. In Framework Projects communicating is a transversal activity that undergoes to all of the Local Projects. This corresponds to the idea that the brand of a local project, its image, tools, channels, messages and values has to be coherent with those of the others and that they has to be defined in terms of the Framework project brand, image and values. Communicating also play the role of making visible the links among local projects (supporting the emergence of the framework level), it represents the glue of the Framework Projects. More... In the design projects collected from SEEK the idea that communicating is an activity devoted to disseminate can be further elaborated in terms of the need that a project has to be communicated at all of the external audiences that it can serve and the need to communicate and engage all of the direct stakeholders of the project. This with different level of granularity depending on the project stages. In general all of the projects collected in SEEK implement a series of action devoted to develop the project brand and image and another set devoted to stimulate the stakeholders participation in the project For instance in Chong Ming Island as well as in Feeding Milano communicating has been represented in different workshops as one of the line on which design will work to develop the Chong Ming Island and the Parco Sud identity and to find ways to communicate it. For both these framework project communication held a strategic role: discovering values, building identity on values, and communicating the identity. Then for Chong Ming a series of light tools has been developed to communicate with end users only for the purpose of the workshop. In Feeding Milano, the most advanced framework project with 2 different local projects implemented, communicating is also mining to establish all of the possible connection and channels to support people participation to the project not only in the design phase (new letter, web site and tools that explain how to become a partner of the project…). Malmo Social Innovation Living Labs, on the other side, is a Framework Project where, as first action, a huge amount of communication has been devoted to stimulate people direct participation in the project, to obtain the direct involvement of the end users more then to promote it. At the moment, the project is in an advanced phase of development and communication is taking the form of a strategic tool to engage a larger number of stakeholder D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 22 from end users to municipality, civil servant, private companies…But the project still lack of a brand and image that communicate its identity and represent its value. In DOTT07 communicating as been mainly devoted to connect (engage) and share methods and results among the different initiatives on the territory. A brand and a project identity has been elaborated at the level of framework but most of the local projects on the territory had their own blog to track project progress, support trust and transparency. Communicating in LES represents the most innovative example. In this case both the need to communicate the project image and that of communicate and engage end users and stakeholder has been satisfied with the design of innovative communication tools a san exhibition of the project first results that has been designed to peruse three different goal: - Communicating to the city the project: its existence, its values and identity - Communicating with end users and stakeholders that by visiting the exhibition could directly express their ideas, needs, beliefs D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 23 Orientation guidelines From the transversal analysis of the different cases documented, a series of tentative guidelines have been outlined. They should not be intended as compulsory directions to follow but more as promising characteristics of Framework Projects and Local Projects that are likely to play a key role in their in their successful development. They are presented hereafter as a series of orientations that emerged from the sample analysed and appears as the most differentiating from mainstream local development approaches. These orientation guidelines should be also understood as an attempt to focus a main cluster of design activities and a core process towards the engagement of framework/local projects. The tentative orientation guidelines for each of the seven clusters of design activities: LEADING • Start with a design team, taking the initiative to set a tentative framework/local project by both involving local stakeholders and shaping with them a draft future vision... • Organise project-oriented investigation, where field analysis, rather than an end is a mean to inspire new ideas and projects and an occasion to engage participation... • Promote envisioning, simulation, experimentation, quick prototyping... that is more likely to create convergence in a complex and heterogeneous stake holders environment, ... INVESTIGATING • Map the social assets of the place, promising in terms of sustainable living which means to track often invisible and heterogeneous resources, to localise where they are situated one form another, to represent them on the same support in order to create an overall picture of the local potentials... • Observe in-depth, take time to open the dialogue, take pictures and show them to the populations observed, raise trust, use the investigation process as an occasion to team with local stakeholders and to involve them... • Involve large team such as design classes in order to get sufficient investigation capacities, to give visibility to enough promising initiatives and to transfigure the mainstream perception of the place... D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 24 FACILITATING • Use participatory approaches and co-design processes to engage strategic conversation between stakeholders, to build trust, mutual understanding and convergence... • Bridge the gaps within a large and heterogeneous social fabric using project visions as brokering process to overcome language, cultural and professional divide... • Increase exchange, mutual learning, collective engagement towards acknowledgement of a shared agenda, common interests and potential partnerships... ENVISIONING • Promote collective projection processes that focusing a shared desirable future situation, facilitate the agreement on a back-casting process to reach it... • Materialise the vision through visualisation and possibly simulation process to make it accessible and tangible for the various populations involved and enhance its convergence building power... • Anticipate breakthrough solutions and strategies even providing at start only tentative or fuzzy visions to familiarise with unexpected discontinuities and assess potential stakeholders adhesion... SYSTEMIZING • Promote the emergence of a systemic vision where the inter-linkage between the single local projects multiplies their value and strength... • Focus on synergies, partnerships that are likely to have the strongest transformation effect with the lightest requested effort... • Balance a loose approach following stakeholders intuitions with a design driven projection of possible partnerships to combine spontaneous bottom-up reticulation and top-down structuration of the system... ENABLING • Transfer the skills and tools used for the launch phases of the framework/local projects to all the stakeholders involved so that they will be able to carry on the development process autonomously... D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 25 • Develop collaborative approaches into collective learning, knowledge transfer and capacity building to enhance diffused skilled to take action... • Provide all possible useful supports in an accessible, integrated and ready to use form (toolkit, platform...) to facilitate appropriation and usability... COMMUNIATING • Consider the framework/local project as a self-standing entity with its own corporate identity facilitating its dissemination, making its values more explicit and increasing its recognisability... • Dedicate time and effort to explain intentions, report progress in attractive ways, multiply the different media to improve outreach and facilitate deployment... • Ensure coherence and readability between framework project and local projects levels; D 6.1 _ Framing the Enabling Kit approach _ PERL _ September 2010 26