Critical Moments Reflection Methodology Center for Reflective Community Practice @ MIT Over the past six years, the Center for Reflective Community Practice (CRCP) at MIT has developed a methodology, called Critical Moments Reflection (CMR), to help people reflect on their past experiences. This methodology is based on the idea that learning begins with the examination of actual experiences and perspectives on those experiences. The CMR methodology leads groups of people through a reflective process that helps people step back from their experiences, review their understanding of those experiences, and draw lessons that they can use to improve their future actions or work. The goal of the CMR methodology is to enable individuals and groups to uncover or create knowledge from their own experiences for improving their future actions. How Does it Work? The CMR process traditionally consists of four steps, though it is a flexible process that can be adapted to meet the specific needs of a group. 1. Setting the frame and identifying inquiry questions for the reflection. The methodology consists of a process that begins with the definition of the general purpose for which the knowledge to be generated will be used. This general purpose or frame for the reflection process is formulated as an overarching question, that has implications for the subject of the learning and the time period that the reflection will cover. For example, a framing question for a participatory evaluation could be: What can we learn about what worked or did not work so well from the perspective of program beneficiaries during the first year of the program’s operations that will help improve the program for future years? This overarching question indicates that the subject of the reflection is the effectiveness of program operations from the perspective of program beneficiaries, and the time frame is the first year of program activities. In function to this frame or overarching question, the participants of the reflection define more concrete questions (referred to as “Inquiry Questions”) that reflect participants’ individual expectations about what they would like to be able to answer with the reflective process. Once these questions have been formulated individually, the group reviews each of the questions and engages in a process of reformulating and prioritizing the questions until they are able to select one top inquiry question that reflects the shared expectations of the group. 2. Generating critical moments. Participants then set aside their inquiry question and step back into their past by reflecting on their experience and identifying important events that represented critical shifts, either positive or negative, in this experience. These events are referred to as “critical moments.” Participants share their critical moments and organize them in a timeline that illustrates the evolution of the whole experience. 3. Selecting critical moments for further analysis. The facilitator then re-introduces to the group the top inquiry question that the group identified in step 2 above, and asks the participants to select the critical moments that, if they analyzed in greater detail, would help them answer their top inquiry question. Because the critical moments timeline often sheds new light on the experience, the group participants often slightly revise their inquiry question at this point to reflect any new learnings or revelations that the group may have experienced, and then select the critical moments that, upon further analysis, would have implications on their revised inquiry question. 4. Storytelling, lessons and implications for inquiry question. Participants then describe and analyze the selected moments in detail by telling the stories behind the moments and responding to the probing questions asked by the facilitator. All this process enables the participants to share, reflect on and analyze the experiences behind the critical moments in order to identify lessons learned and the implications of these lessons for answering the inquiry question and moving their work forward. Conditions for its Successful Application The CMR process is typically conducted in groups of 12 to 15 people who have some sort of common experience and a shared vision for the future. For the application of the methodology to be successful, there are five main conditions that are needed. 1. Time. It generally takes a small group of ten participants, two and a half days (or 20 hours) minimum to go through the entire process. If there are multiple small groups participating in a reflection, a half day is required at the beginning for the full group to come together, and then an additional full day at the end in order to create the space for the groups to share and reflect with each other on the knowledge that they uncovered during the individual group sessions. CRCP has learned through previous experiences that anything less than two and a half days for one group, and three and half days for multiple groups can severely compromise the process. 2. Voluntary participation. People’s participation in a reflection process must be voluntary if the end goal of the reflection is to promote the participants’ individual and collective learning. If people are not interested in learning, then the reflection becomes an exercise of collecting information on people’s past experiences, and thus ceases to be a learning event for the participants. 3. Continuity in participation. Since the various parts of the CMR process build on each other, it is imperative that people be committed to engage in the entire learning process, and not leave the process half way. As the reflection unfolds the participants generate ideas and reflect upon elements that have emerged formerly and the common understandings that have already been achieved. The departure of any participant from the reflection process before it ends presents challenges for continuing the dialogue and slows down the learning. 4. Trustworthy facilitators. To help people gain new perspectives on themselves and their work, it is necessary for the facilitators to possess a specific skills set that is obtained only through substantial practice. This skills set is necessary for facilitators to lead these types of reflection processes. Similarly, the facilitators should be able to open pathways to help the participants to reframe their ideas and engage in new levels of understanding and dialogue. The facilitator also has to create an adequate level of trust among the group and between her and the group. Without an adequate level of trust, participants hold back knowledge that is key to advancing the reflection. 5. Participation of all regardless of power differentials. It is necessary to be sensible to the power dynamics that inevitably arise in a group from status (leader/non-leader), gender, class, age, education, race/ethnicity differentials in any group of diverse individuals prior to the design and implementation of a reflection to ensure that any power differentials are adequately managed to ensure equal participation of all in the process. True knowledge building can only happen if dialogue between the participants happens horizontally on the same level. This horizontal dialogue is a precondition for everyone in a group to be willing and able to share, provide input, and together make meaning of their experiences. If some people in a group impose their ideas on the group without adequate reasoning, the dialogue shrinks and the learning during a reflection is negatively impacted. Output An important component of the reflection process relates to the documentation of the stories, critical moments and lessons that emerge throughout the process so that it can be given back to the participants for their own future use. CRCP documents the discussions in a variety of ways, such as through charts (written form), video, sound files, drawings, diagrams, pictures, etc. Other ways to document the process while interacting with participants are: timelines with index cards, forms, diaries, and other supporting materials that also capture emotions and thoughts, etc. Through this documentation process, participants create a diversity of knowledge materials that can be used in the future by themselves and by other groups of people. These knowledge materials must be useful for the participants if they are to be valued by them. Its Principles The methodology is based on six principles that CRCP considers are important for not only uncovering knowledge that people generate from their experiences, but also for promoting the value of experience-based knowledge and its use. 1. Participants have control of the learning process This principle refers to the need of the organizers and facilitators of the reflective process to create the enabling conditions for the participants to effectively maintain the ownership of their own learning process. This ownership should be expressed in the participant’s effective control over the purpose and outcomes of the learning process. 2. Authentic learning starts with collaborative design This principle refers to the need for the participants to have decision-making power over the process from the beginning. The participants should decide the purposes and main characteristics of the learning process, and thus should participate actively in those design processes in which these decisions are made. 3. Reflective learning originates in the questions of those doing the work This principle states that the participants should generate the questions that will guide the reflective learning. An important condition for this principle to be upheld is that the participants should be working together, in some way, and that the improvement of this work should be the main purpose of the learning activity. 4. Learning is driven by analysis of critical moments in the work of the participants This principle states the importance of the retrieval of critical moments as the starting point for the reviewing of the experience and the central role of the analysis of the critical moments in driving the actual reflection activity. The critical moments should emerge from the common experience of the participants. 5. A focus on learning supports effective cross-group dialogue This principle refers to the important role that common learning interests have in create a cross-group dialogue. Shared learning interests are required for overcoming any barriers or social tensions between participants or groups. If this shared learning interests are lacking or unclear the cross-group dialogue is not likely to happen. 6. Participants control the recording process and use of recorded materials This principle is about the participants’ ownership of the knowledge and materials they generate through the learning process and the need to ensure that any use of these material be decided democratically by them. An important condition required to uphold this principle is that the participants are willing and able manage and use the knowledge materials. The conditions that are necessary for the methodology to be used are: 1. Participants of the reflection must have a common experience in order for the methodology to be able to help participants go from the experience of individuals to the experience of the group. The participants must have been part of the same experience, in some sense. The common experience, perceived differently by each participant, is the main factor that connects the individuals, enriches the perceptions of the individuals, and drives the shared reflection of the group. If the experiences of the participants have no common elements, the critical moments of one participant are not meaningful to the other participants, and the learning driven by the reflection gets no synergy from the group. 2. A condition for participants to be able to generate powerful questions that will drive the learning is that they, in some way, have a shared vision for the future of their work or actions. This shared vision for the future includes, but is not limited to, the overcoming of current common challenges. If the participants lack of a shared interest for their future work it is very difficult for them to construct questions that will guide the reflective and critical thinking of the different participants as a group. 3. The participation in a reflective process needs to yield fruitful results for the participants. For maintaining their participation, people need to perceive that the results of the learning activity deserve the time and the effort they have invested. This positive relationship between time and results should be made visible throughout the process and not only at its end. The energy of the participants needs to be constantly maintained by generating meaningful results for their work and personal life. The relationship between the reflection and the improvement of the work of the participants is highly relevant for the sustainability of the learning dynamic of groups. Its Development During the past six years, CRCP has been developing the methodology and testing it for a variety of purposes: (1) uncovering tacit knowledge; (2) generating lessons from past group experiences; (3) re-constructing and learning from the historical processes of neighborhoods; and (4) implementing participatory evaluations to improve programs or other initiatives. 1. Uncovering tacit and dispersed knowledge The methodology has been used to enable groups of experienced practitioners from a specific field to reflect on their work and begin to articulate some of the tacit knowledge that they have generated over the years from their practice. 2. Generating lessons from past group experiences CRCP has also used the methodology to help people from a variety of positions in society (such as public officials, residents and non-profit organization workers) who are working together on a specific issue or project to come together and obtain a shared understanding of their individual and collective experiences associated with that issue or project, and the lessons that can be drawn from those experiences to improve their future work. 3. Re-constructing and learning from the historical processes of neighborhoods In Boston, CRCP has used the methodology to help residents of Villa Victoria in the South End reconstruct the history of community organizing in their neighborhood in order to understand the impact that this work has had on their lives over the years and identify lessons for orienting their future neighborhood engagement efforts. 4. Implementing participatory evaluations to improve programs or other initiatives Lastly, CRCP has used the methodology to help organizations implement participatory evaluations, whereby administrators, beneficiaries and other participants of programs come together to reflect on certain experiences associated with the program that require better understanding. Through this increased understanding of the individual and collective experiences, lessons for improving future interventions of the program or organization will. People interested in applying the methodology should be aware that each kind of application has its particular requirements, both at the level of the method and of the participants. The methodology has been validated in over 30 workshops or reflective seminars that have been part of CRCP projects. These experiences have not only shown the effectiveness of the methodology for enabling reflective processes of groups of people, but have also made possible the development and strengthening of the methodology’s main mechanisms, processes and tools. However, the methodology is still in a developmental stage as its principles and the conditions necessary to uphold these principles are still being refined. In addition, the methodology still needs to be systematized and the tools necessary for training others to apply the methodology are still in early stages of development.