This report presents the main findings arising from an evaluation of basic education in Indonesia carried out by GRM International. It uses reality check methodology whose purpose is “listening to, trying to understand and convey poor people’s reality”. It provides insights into how activities under the Australian Government funded Indonesia Basic Education Program (BEP) which ran from 2006-2010 has translated into the experienced reality of people living in poverty.
The Participate initiative involves 18 organisations, who work with diverse marginalised people in over 30 countries, coming together to make their voices count on development policy. This anthology is an account of the activities carried out by the Participatory Research Group (PRG) within the Participate initiative between 2012 and 2014, and also a reflection on the methods and processes created and utilised during that time. It aims to share the insights and lessons learnt to help promote thought and discussion about how to use participatory approaches to influence policy at a variety of levels. These experiences include: applying, adapting and innovating participatory methods to promote the voices of participants in all stages of the research process; creating opportunities and spaces for including the perspectives articulated through the research where possible in the policymaking processes; and embedding participatory approaches in local-to global policymaking processes.
This website about transformative creative and visual storytelling methods comprises an online handbook along with a forum for conceptual reflections, practical experiences, and methodological guidance. It offers supporting resources and case studies as well as a regular blog.
This paper aims to make facilitation and the role of the facilitator more transparent. It is based on the authors own experience in facilitation along with some theoretical concepts. They highlight three different aspects of participatory interventions: the reasons for the intervention; the range of stakeholders involved; and the style of facilitation.
This third edition of the The Sage Handbook of Action Research presents an updated version with new chapters covering emerging areas in healthcare, social work, education and international development, as well as an expanded ‘Skills’ section which includes new consultant-relevant materials. Building on the previous editions, Hilary Bradbury has carefully developed this edition to ensure it follows in their footsteps by mapping the current state of the discipline, as well as looking to the future of the field and exploring the issues at the cutting edge of the action research paradigm today.
In a time of rapid change, when global forces are re-shaping the ability of ordinary people to influence the decisions which affect their lives, social change practitioners are challenged to learn new skills and competences, and to develop their capacities for learning through critical reflection on action. Drawing on two international dialogues, and linking to the authors' perceptions of the fault-lines that underlie some elements of higher education, the article explores learning needs for action researchers who aspire to promote participation as a key element of social change.
The article presents the story of an innovative masters teaching programme within which action research is central to the overall learning process. Highlighting key challenges and also some unanticipated learning outcomes in regard to personal inquiry into identity, relationships, positionality and power, the article highlights issues relating to teaching and learning methods of reflective practice, bridging the personal and political and linking individual to systemic change.
This article draws on literature from both monitoring and evaluation (M&E) and organisational learning to explore synergies between these two fields in support of organisational performance. Two insights from the organisational learning literature are that organisations learn through ‘double-loop’ learning: reflecting on experience and using this to question critically underlying assumptions; and that power relations within an organisation will influence what and whose learning is valued and shared. This article identifies four incentives that can help link M&E with organisational learning: the incentive to learn why; the incentive to learn from below; the incentive to learn collaboratively; and the incentive to take risks. Two key elements are required to support these incentives: (1) establishing and promoting an ‘evaluative culture’ within an organisation; and (2) having accountability relationships where value is placed on learning ‘why’, as well as on learning from mistakes, which requires trust.
We share a world in which poverty remains endemic, social injustice is widespread, and the voices of millions of disadvantaged people remain unheard. Education plays a critical role as transmitter, reproducer or resistor of a complex weave of knowledge and power relations, influencing development processes and outcomes throughout the world. These complex relationships are seldom explored in the context of higher education, even though higher education is itself becoming transformed through changes in its purposes and priorities, and the transfer of policies, curricula and methods of assessment between countries. Are higher education institutions equipped and ready to transform themselves to meet the challenge of contributing to "good change" that spans the local and the global?
At this early stage of the 21st Century, to what extent do, and should, the goals of higher education institutions go beyond the generation of wealth and the advancement of self-recognition? How can they narrow the gap between what they "know" and what they "do"? One example is through closer engagement with the wider community and through participatory research and co-construction of knowledge. Another example is through participatory mechanisms that promote collaborative learning and sustainable development. This paper suggests that there is much to be done by higher education institutions to meet the challenges we face and that now is the time to do it.
This is a resource book created for front-line workers of development organisations. It focuses on various themes of participatory training methodology and is intended to serve as a useful resource for practitioners running workshops and also for training trainers in these methodologies. It is adapted from PRIA's manual for participatory training methodology, with an aim to simplify the content and tailor if for front-line workers.
This report marks the fourth year of the five year Reality Check Approach (RCA) in Bangladesh. It presents findings from the fourth period of field work carried out in October–November 2010. The aim of the report is to present as accurately as possible the day to day realities of people living in poverty, and in ways that minimise imposition of an authorial voice.
The overall purpose of Reality Check study in Bangladesh is to improve understanding of poor people’s reality. Its design allows researchers to interact and build trust with communities and households.By living in the target communities for intervals over a five year period, a more in-depth understanding of grassroot’s realities have emerged and poor people’s voices have been heard.
The Governments of Sweden and Bangladesh cooperate in the areas of primary health care and primary education and the focus of this study is to monitor perceptions in these two areas. Direct observations on how services are provided and utilised are part of the study as well as listening to both receivers and providers of these services.
This report is based on the experience and findings of a group of 113 people who took part in a two-year participatory research project. This was known as the Community-Based Learning, Information & Communication Technologies (ICTs) and Quality of Life (CLIQ) project. The aim of the project was to find out if ICTs can have an impact on people’s quality of life.
Participants came from four poorer communities in KwaZulu-Natal, South Africa. Through their local telecentres, CLIQ provided free computer training and use and alongside this, participants discussed their quality of life and their life goals at different stages of the fieldwork. Some telecentres were not operating as well as others and some people were not able to participate as fully as others. The CLIQ research showed that when people use computers, they can improve their lives.
Training is important and should be linked to the needs of people who should be supported in their use of computers to help them reach their goals. For this to succeed it is essential that they have good access to computers that work.
This article describes the exploratory and preparatory phase of a research project designed to use co-operative enquiry as a method for transformative and participatory action research into relations between donors and recipients in two developing countries, Bolivia and Bangladesh. It describes the origins of the idea, the conceptual challenges that the authors faced in seeking funding, and what they learned from this first phase. The authors analyse why the researchers, as well as the potential subjects of the research, were uncomfortable with the proposed methodology, including the challenges arising from their own positions and the highly sensitive nature of the topic. They explain why they decided to abandon the project, and they reach some tentative conclusions concerning the options for participatory action learning and research in development practice.
Do we really need debiasing, yet another word? Yes, unless anyone can improve on it, because we need a word to describe a rigorous discipline we development professionals need for grounded realism. This has been coming on me slowly. But now explorations and ‘aha!’ moments in India have accumulated and combined into an epiphany. For me, things will never be the same again. Let me explain.
The biases of rural development tourism
The biases of rural development tourism are old news. These are biases in brief rural visits from urban centres. They were a collective discovery and articulation at IDS in the early 1980s. They have now receded into the mists of history and been largely forgotten. Few in later generations of development professionals have heard of them. But with rapid change, they are now more relevant than ever.
The biases are spatial (main tarmac road, roadside, accessible from an urban centre…) , project (special villages and places where there are projects, good things to show, contacts…..), person (males, elite, adults, government and NGO staff….), seasonal (during the dry season, not the rains…), professional (questions and curiosity limited to specialised professional mindsets and interests) and diplomatic (being tactful, not inquiring about sensitive subjects) and (an addition since the 1980s) security (confined to places considered safe, and limited to those accessible in daylight….).
The biases interlock and reinforce each other to exclude those people who are most remote, powerless, vulnerable, poor, stigmatised, discriminated against – those whom the SDGs are not to leave behind. With the intensifying capital trap – being stuck in a capital city or urban centre by meetings, emails, visitors, demands for accountability, reporting, and the like – the biases combine now more wickedly than ever.
‘Competitive campaigns’
And there is a new distorting influence to add: competitive campaigns. This is high profile campaigns in which districts and organisations compete to achieve, and to be seen to have achieved, more than others. This last bias is striking with the Swachh Bharat Mission-Gramin in India, the impressively massive and hugely ambitious campaign driven by political commitment and priority which seeks to make rural India open defecation free by 2 October 2019.
Systemically, with almost every brief rural visit, there is a special reason for where the visitor is taken, who is met, what is said and what is shown. This is most brazen with atypical model communities such as the Millennium villages in African countries. It is also manifest in visits to successful projects, or where the Government or an NGO works or has contacts, somewhere easily accessible and so on. This leads to a scattered archipelago of islands of special cases and contacts that are seen, studied, quoted, and then quoted again and again back and forth by visitors, with the authority of their personal experience of rural, or for that matter urban, reality.
Visiting these islands is better than not visiting at all. But it results not in representative ground truth but in a take-off through repetition into sustainably biased myth. The expanses of sea between the scattered islands are overlooked, unvisited and unexplored, but are many times larger, and more typical, than the islands. Even those who demand representative rigour in statistics are themselves through such visits systemically vulnerable to grossly unrepresentative views of reality. And all this is accentuated when there are competitive target-driven campaigns.
How to offset bias
We need a systematic, timely and cost-effective approach offsetting the biases and for finding and exploring the seas between the islands. Here is what, again and again, I have found works astonishingly well, and far better than one might suppose.
Ring fence a day. Take a day’s leave if necessary. Do not have any government or NGO person with you – just a driver, perhaps a colleague, and (in my case usually) an interpreter.
Hire an unmarked vehicle.
Drive out from your urban centre in any direction for 15-20km.
Turn off left or right and drive for 5-10km.
Turn left or right again and stop anywhere, perhaps a poor or typical village or other settlement.
Wander around on foot, meet people, explain who you are and your interests, notice and ask about things, be friendly and interested, ask what people would like to show you, seek out those we might not meet – women, children disabled, low status, living on the fringes, key informants like teachers, local representatives, masons, health workers and so on.
Tea shops can be brilliant. Go to a tea shop and chat. A male bias can be expected, but discussions can be immediately frank and revealing. You can carry out quick order-of-magnitude surveys based on people’s knowledge of different villages and other questions.
Follow up on offers to show you things, or take you to see people or things.
Go to several contrasting places during the day.
Chai shop, India. Credit: Axel Drainville / Flickr (CC BY-NC 2.0)
Discover the unexpected
Using this approach here is a tiny sample of what I have stumbled on in India. All happened to be in States or Districts that had been declared open defecation free (ODF). Except for one that was affluent and exceptional being on a main road, all were very far from ODF.
A community of 40 Dalits in government-constructed housing with no toilets. In one was a pregnant woman with both legs paralysed who had to pull herself with her hands and crawl to a road and cross it to defecate. The only toilet in the whole community was just being completed, having been constructed by a woman entirely from her family resources.
A mason who boasted that he had demolished over a hundred twin pit toilets (the cheaper and more sustainable type favoured by Government) and replaced them with more expensive and less sustainable septic tanks. This was good for his income but bad for the owners of the toilets.
A village where a number of toilets each bore a painted statement that the government incentive money of Rs 12,000 had been spent on their construction. All were raised up because of seasonal flooding. They had walls but neither roof nor door nor pit! One was used for urination and stank.
In a relatively affluent roadside village, beautifully decorated toilets. A mason said the absolute minimum for a toilet was Rs 80,000. A woman with no toilet said she could not afford this. She had to practise OD. The mason had never constructed a twin pit toilet which should cost less than the Government incentive of Rs 12,000. No way was a septic tank an option for the poor woman.
A village with 175 households, 35 defunct toilets built by an earlier programme, and about 14 septic tanks entirely paid for and built by their owners. In this village it emerged from conversations with the village head, then with a group of men and then separately with a group of women, that they knew nothing or had barely heard about the SBM-G campaign, then near the end of its fourth year. No one had ever come to the village to tell them about the campaign. They had never heard of twin-pit toilets.
The point of these is not to denigrate the programme but to illustrate how the vast sea can differ from the scattered archipelago normally visited.
A challenge to all development professionals
So let me invite all, yes all, development professionals who see this to look in the mirror and be wary of visits which systemically reinforce misperceptions and generate and sustain myths. Ring fence days for you to ground truth through de-biasing. It is fulfilling, informative, fascinating and fun, to explore, to meet people casually, to wander, observe, ask, listen and gain new insights. Every single de-biasing visit I have done has made me wonder – will it happen again? Will I learn anything new this time? Will there be aha moments? Or will this be a wasted day? And every time, every single time, I have been startled and provoked by unexpected revelations. This has always happened. The insights have been intense and memorable, and the implications for policy, practice and research significant. The use of time has been extraordinarily cost-effective.
So let me challenge all fellow professionals who are engaged with rural or urban development – in government organisations, NGOs, training and research institutes, academics, the media, and funding agencies – all who have the scope to do so – to de-bias. Let me challenge all who can to encourage or require others in their organisations to do likewise. Escape the cognitive trap and help your colleagues to escape theirs. Be a devil. Straight away ring-fence a de-biasing day for yourself. Be systematically rigorous. De-bias, enjoy and tell others what you did and what you learnt.
This book is intended for all who are committed to human wellbeing and who want to make our world fairer, safer and more fulfilling for everyone, especially those who are ‘last’. It argues that to do better, we need to know better.
It provides evidence that what we believe we know in international development is often distorted or unbalanced by errors, myths, biases and blind spots. Undue weight has been attached to standardised methodologies such as randomised control trials, systematic reviews, and competitive bidding; these are shown to have huge transaction costs, which are rarely if ever recognised in their enormity.
Robert Chambers contrasts a Newtonian paradigm in which the world is seen and understood as controllable with a paradigm of complexity, which recognises that the real world of social processes and power relations is messy and unpredictable. To confront the challenges of complex and emergent realities requires a revolutionary new professionalism.
This is underpinned by a new combination of canons of rigour expressed through eclectic methodological pluralism and participatory approaches that reverse and transform power relations. Promising developments include rapid innovations in participatory information and communication technnologies (ICTs), participatory statistics, and the Reality Check Approach, with its up-to-date and rigorously grounded insights. Fundamental to the new professionalism, in every country and context, are reflexivity, facilitation, groundtruthing, personal mindsets, behaviour, attitudes, empathy and love.
In this WASH Talks video, Robert Chambers talks about the use of Rapid Action Learning (RAL) workshops, immersive research and participatory mapping methodologies in India with the purpose of checking what is actually happening on the ground, and learning from this, in relation to the national Swachh Bharat Mission (Gramin) (SBM-G) (clean India mission).
These methodologies have been developed and implemented with the Institute of Development Studies (IDS), the Water Supply and Sanitation Collaborative Council (WSSCC), WaterAid, Delhi University and the Indian government.