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Transition Design Workshop Toolkit

This toolkit provides templates and examples for running a Transition Design Workshop similar to the one held in Ojai, California, May 2017. This workshop brought together Ojai residents to frame the wicked problem of water security in Ojai. Templates introduce participants to the Transition Design process and outputs are intended to serve as a roadmap for conducting further qualitative research in order to ground/refute/refine the work done in the workshop. The PDF provides actual size template artwork in the following sizes: US letter (8-1/2 x 11"), US Tabloid (11 x17"), and 24" x 30" (for output on a plotter). Please contact us with questions or for more information. We are sharing these materials in hopes that other who run workshops will document the results and share them with us so that the Transition Design process can continue to evolve.

Transition Ojai: A Two-Day Water Security Workshop Friday May 5 1. Mapping Stakeholder Concerns 2. Mapping Stakeholder Relations 3. Transcending Paradigms Stakeholders work to identify their group’s fears, concerns, hopes and aspirations regarding the problem. Stakeholder groups work to ind synergies and oppositions between their fears, concerns, hopes and aspirations. Stakeholder groups brainstorm to identify the beliefs, assumptions and cultural norms that would underpin the resolution of the problem in 2050. 4. Snapshots from the Future 5. Projects Informed by Future Visions 6. Connecting & Amplifying Projects Stakeholders develop ‘snapshots’ of everyday life from 2050 in which fears have been resolved and hopes/aspirations realized. Stakeholder groups brainstorm 2-3 projects in the present that act as steps in a transition toward the 2050 vision. Stakeholder groups look for ways in which their projects can be connected to align goals and objectives and leverage resources etc. Saturday May 6 Transition Ojai: A Two-Day Water Security Workshop Friday May 5 Welcome 1:00 - 2:00 Introductions and overview of the day 1. Mapping Stakeholder Concerns 2:00 - 2:15 Groups list fear/concerns Stakeholder groups identify fears/concerns, hopes/aspirations and mindsets/beliefs underlying problem. 2:15 - 2:30 Groups list hopes/aspirations (make xeroxes of fears/concerns) 2:30 - 2:45 Groups list what or how they can change (make xeroxes. can omit this step if time is short) 2:45 - 3:00 Groups list beliefs/assumptions about problem (make xeroxes) 3:00 - 3:20 Groups take a break & peruse wall (make xerox of last exercise and hang everything on the wall in columns for the next exercise; see below left) Reminders for the groups: Appoint a scribe to print clearly and write in clear and concise, but descriptive statements that are easy to read and understand. 2. Mapping Stakeholder Relations 3:20 - 3:40 Stakeholder groups map synergies and oppositions between their fears, concerns, hopes, aspirations and beliefs with red/green tape. Groups identify 2-3 afinities with other groups’ concerns/hopes/beliefs and connect them with green tape. With sharpie they label the tape to say how the afinities could be leveraged 3:40 - 4:00 Groups identify 2-3 conlictual relations with other groups’ concerns/hopes/beliefs/ and connect them with red tape. With sharpie they label the tape to say how the conlicts/opposi tions might be addressed or resolved 4:00 - 4:15 Entire group discusses the results. Are there more green or red lines? Surprises? During the discussion Terry/Gideon (or students) place xerox copies of each group’s current Beliefs About the Problem on their table (white worksheet in example above) Reminders for the groups: It’s as important to record ‘agreement/alignment’ as it is to identify, acknowledge and ‘accept’ opposition/potential conlict. Label the nature of both in clear, concise descriptions that are easy to read and understand. Friday May 5 3. Transcending Paradigms 4:15 - 4:45 Stakeholder groups identify the beliefs, assumptions and cultural norms that would underpin the resolution of the problem in 2050. Groups develop a new set of beliefs/assumptions about Ojai water security that led to the resolution of the problem by 2050 (these might be 180 degrees away from current beliefs) 4:45 - 5:30 Groups get coffee and present their new belief systems. General discussion about the exercises and results Reminders for the groups: Start with the outdated/unsustainable assumptions and norms from yesterday’s exercise. In this exercise we want participants to think radically, if the new beliefs and assumptions don’t seem almost ‘unthinkable’ or ‘silly’ or ‘utopian’ then the group probably hasn’t gone far enough in imagining a radically different future. For example if today we believe water is something humans “own”. In 2050 do we believe water has rights, just like humans do? Wrap Up 5:30 - 6:00 General discussion about the day and a brief overview of the following day. Saturday May 6 Welcome Back 4. Snapshots from the Future Stakeholders develop ‘snapshots’ of everyday life from 2050 in which fears have been resolved and hopes/aspirations realized. 10:00 - 10:20 Overview of the day and the next exercise 10:20 - 10:40 Using the fears/concerns/hopes/beliefs worksheets from the previous day, stakeholder groups undertake a post-it brainstorm of ‘facets’ of everyday life in which one of the fears/concerns have been resolved or hopes/aspirations realized. This is an excercise in thinking of how new solutions, technologies, practices, cultural norms and attitudes are embedded in everyday life 10:40 - 11:30 Each group begins to develop a lifestyle-based narrative which incorporates several of the ideas about the future represented in the post-its. Using the worksheets provided, they develop a vivid, compelling glimpse of Ojai in 2050 in which water security has been achieved. Rather than describe solutions, they should describe a glimpse of everyday life in which the solution or change in practices/attitudes is present 11:30 - 12:15 Groups hang their snapshots on the wall and grab a coffee. Group briely present their snapshot followed by a general discussion Reminders for the groups: make sure narratives are about lifestyles, not descriptions of solutions and technology! Saturday May 6 Lunch 12:15 - 1:00 Lunch will be provided 5. Projects Informed by Future Visions 1:00 - 1:30 Groups conduct a post-it brainstorm on projects ideas that can serve as irst ‘steps’ along a transition pathway toward their 2050 snapshot. As they think about projects and initiatives, they should refer to both their future snapshot and list of fears/concerns and hopes/aspirations. Once many ideas have been placed on the wall, the group should identify 2-3 projects that have the potential to: 1) be connected for greater leverage; 2) compliment one another; 3) can share resources. 1:30 - 2:00 ill in the questions about them. At the bottom of the worksheet, groups will provide an over view of how beliefs and assumptions about the problem will evolve from the present to 2050 and provide a brief synopsis of the future vision that informs their projects in the present. 2:00 - 2:45 After the groups have completed their irst project description, they should ill in the second and third projects. 2:45 - 3:00 Take a break! (Terry and Gideon hang Project Canvases). 3:00 - 3:30 Each group does a brief presentation of their projects. 3:30 - 3:50 Stakeholder groups look for synergies (or potential conlicts) between their projects and those proposed by the other groups. Projects that have the potential to complement each other, share resources or who have common goals and objectives are connected by green tape and labeled. If conlicts are discovered, those projects are connected by red tape and ideas for resolution are noted on the tape. Stakeholders develop ‘snapshots’ of everyday life from 2050 in which fears have been resolved and hopes/aspirations realized. 6. Connecting & Amplifying Projects Stakeholder groups look for ways in which their projects can be connected to align goals and objectives and leverage resources etc. Saturday May 6 Situating Projects on the Problem Map 3:50 - 4:20 Each stakeholder group writes the name of their group and project name on a large green Avery sticker and places it on the Problem Map relative to the problem it addresses. Some projects may solve several problems on the map; if so, the group draws lines in sharpie to the other areas that the project may address. 4:20 - 5:00 Wrap up discussion. What did we/you learn? Any surprises? What worked/didn’t work? What are next steps the community might take? What could CMU’s ongoing involvement contribute, if any? Discussion about the need for qualitative research to ground the problem map so it can serve as a strategic tool for the community. Stakeholder groups consider where in the problem map their projects and initiatives would be situated. Mapping the Complex Problem of Ojai Water Security A wicked problem is a system with its own anatomy and dynamics. Below is the Ojai Water Security Problem Map created in the Janaury 2017 workshop. Understanding the dynamics of the system can reveal ‘leverage points for intervention’ (Meadows) that have the potential to create exponential change. This map can serve as the basis for conducting qualitative stakeholder research to ground the speculations and suppositions represented here. Once the map is updated/validated through research it can serve as a framework for developing projects aimed at seeding and catalyzing systems-level change. test type Thank You! residents Create fund for drip irrigation in gardens residents Create fund for drip irrigation in gardens For organizers: Make sure we photograph everything well. Infrastructure/ Technology Issues Infrastructure/ Technology Issues residents Create fund for drip irrigation in gardens residents Create fund for drip irrigation in gardens Social Issues residents Create fund for drip irrigation in gardens Political Issues Ojai Water Security Problem residents Create fund for drip irrigation in gardens Environmental Issues Economic Issues farmers Joint initiative to raise funds for drip irrigation School of Design, Carnegie Mellon University, 2017 (Irwin/Kossoff). Map created as process demonstration for the May 5-6 Transition Design workshop held at the Ojai Valley Inn and Spa in partnership with the Ojai Valley Water Trust. residents Create fund for drip irrigation in gardens NAME OF WICKED PROBLEM Crime in the XXXXXXX Neighborhood of XXXXXXXX Concerns & Fears NAME OF STAKEHOLDER GROUP Neighborhood Residents What are stakeholder fears and concerns related to the problem? Write one idea per line. Please print in complete sentences. Our neighborhood is becoming less safe There’s a pattern of police targeting/proiling young, black men Poor race relations are probably contributing to the problem The police can sometimes take an overly aggessive approach Issues that contribute to crime (unemployment, lack of education, gangs, single parent households) are not being addressed Always a fear that local crime is gang-related. If you report it you’ll be targeted for retribution by gangs. Drugs are being dealt in a house down the street and the police aren’t doing anything about it. And the neighbors are afraid to do anything about it. There are too many guns on the street. Even the young people have them. Soon no one will want to be a policeman...it’s just too dangerous. Junkies responsible for lots of crime here. Gentriication is exacerbating race relations and creating an us/them situation. The police don’t seem to be patrolling in the areas at the right times. And there isn’t much interaction with the local residents who know the area and the problems. Often the police live in neighborhoods that are far away. They don’t know the residents and the young people who are ‘at risk’ for committing crimes The residents don’t know each other well enough to present a uniied front. Aren’t enough ‘eyes on the street’. We’re afraid to walk in our own neighborhood at night. There are often bands of black, disenfranchised youth roaming the streets, breaking into houses and cars. Young black youth in the neighborhood have very few prospects and are ‘at risk’ for crime Gentriication means most people work outside the area and houses are empty all day. Rising umemployment and cost of healthcare are putting more and more people at risk for committing crimes Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM NAME OF STAKEHOLDER GROUP XXXXXX Residents Crime in the XXXXXXX Neighborhood of XXXXXXX Hopes & Aspirations What are stakeholder hopes and aspirations related to the problem? Write one idea per line. Please print in complete sentences. Like to banish drug trade in the city and get treatment and support for addicts. Need stricter background checks on gun sales Maybe we need ‘beat cops’ like in the old days. Policemen that live in the neighborhood they police and who have a stake in it being safe and the youth having positive role models. We need to have more community-based programs aimed at ‘at risk’ youth (education, vocation, pairing them with mentors and role models etc.) We need a campaign to get all of the neighbors together so there is more community/neighborhood unity. It’s a diverse neighborhood but we ALL care about safety. Would like to see more people on the street in the neighborhood. Meeting each other, helping each other. Need more Friendship (white) and Garield (black) joint events! Need a plan to increase diversity in Friendship and celebrate it (different ages, ethnicities, income levels, skillsets etc.) Wish our community was more in control of satisfying out needs locally. I.E. community-grown food, childcare, sharing of tools, cars and other social resources: role model to kids! How can we turn those who are ‘at risk’ to commit crime into the community’s greatest asset? (homeless/drifters, black disadvantaged youth, drug addicts) I’d love to see Friendship be the community with the highest degree of diversity and the lowest rate of crime. I’d love to see community-run savings and loan that would support local business, create an education fund for at risk youth, etc. Have residents who are professionals or craftspeople run workshops and info sessions for at risk communities and provide info about education and career paths. Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM Concerns & Fears NAME OF STAKEHOLDER GROUP What are stakeholder fears and concerns related to the problem? Write one idea per line. Please print in complete sentences. Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM Hopes & Aspirations NAME OF STAKEHOLDER GROUP What are stakeholder hopes and aspirations related to the problem? Write one idea per line. Please print in complete sentences. Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM NAME OF STAKEHOLDER GROUP Crime in the XXXXXXX Neighborhood of XXXXXXX XXXXXXXX Residents What Can You Change? How or what are you willing to change in regard to the problem? Write one idea per line. Please print in complete sentences. Could commit to spending more time on community-related projects and initiatives. Could volutneer time to work with ‘at risk’ youth and homeless people Can better education ourselves on crime demograhics, motivation and other facets of this systemic problem Willing to donate to programs aimed at at risk groups Within my profession, work to create scholarship at my educational institution for a student from an ‘at risk’ background Help organize events that bring the neighborhoods of Friendship and Bloomield together in conversation, education and convivial settings (eating?) Help create educational messaging about need for diversity in neighborhoods Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM Crime in the XXXXXXXX Neighborhood of XXXXXXX NAME OF STAKEHOLDER GROUP XXXXXXX Residents Beliefs & Assumptions Now What are the beliefs/assumptions held by your stakeholder group in the present about the problem? (existing paradigm) Crimes are committed mostly by disenfranchised black youth, drug addicts and drifters Mixed: Some believe it’s mostly people with problems or lack of options, other stakeholders believe that they are ‘low lifes’ who need to be thrown in jail We need to protect ourselves against the ‘dangerous people’ who want to prey on us You need a gun to protect yourself...it’s ‘us against them’ The only way to deal with crime in the neighborhood is to protect yourself and phone the police to report suspicious activity or a crime “It’s a jungle out there...” We need tougher punishments for those who commit crimes Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM Crime in the XXXXXXXX Neighborhood of XXXXXXX NAME OF STAKEHOLDER GROUP XXXXXXXX Residents Beliefs & Assumptions 2050 What are the beliefs and assumptions held by your stakeholder group in 2050 about the problem? (new paradigm) Criminal activity is seen as an issue the entire community must address/take responsibility for Security and law enforcement should involve the local community. The community takes responsibility for providing for its citizens (education, role models etc.) so there is less crime. Communities see diversity (ethnicity, diverse income levels, ages, occupations etc.) as a strength and source of resilience. Criminals are seens as citizens whose needs aren’t being met. The community takes primary responsibility for deciding atonement and rehabilitating them with dignity Everyone has gifts. Everyone has something to contribut. Everyone wants to be creative and deserve respect. Those who recover/are rehabilitated are best positioned to help others do the same Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM What Can You Change? NAME OF STAKEHOLDER GROUP How or what are you willing to change in regard to the problem? Write one idea per line. Please print in complete sentences. Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM NAME OF STAKEHOLDER GROUP Beliefs & Assumptions Now What are the beliefs/assumptions held by your stakeholder group in the present about the problem? (existing paradigm) Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 NAME OF WICKED PROBLEM NAME OF STAKEHOLDER GROUP Beliefs & Assumptions 2050 What are the beliefs and assumptions held by your stakeholder group in 2050 about the problem? (new paradigm) Transition Design Tools: Irwin & Kossoff, Carnegie Mellon Univeristy 2017 Transition Design Project Canvas NAME OF YOUR GROUP On this canvas, your group should formulate ideas for projects that are informed by your snapshots of the future. These projects should be conceived as a ‘irst step’ in the transition toward the future you imagined. Your snapshots addressed particular facets of a more desirable future in which the fears and challenges in the present have been resolved. As you develop your projects, keep your snapshots nearby to ensure they are a step in realizing that future. This step is where the visioning informs tangible solutions that combine the transformative thinking about the future with the understanding of the present problem and the expertise of a particular stakeholder group. You may want to use post-its irst to brainstorm and ill in the canvas once your ideas are resolved. Projects in the Present, Informed by the Future PROJECT 1 WHAT LEVEL OF SCALE IS THE PROJECT? HOUSEHOLD NEIGHBORHOOD CITY NEIGHBORHOOD CITY NEIGHBORHOOD CITY 2. Which of the present-day fears/concerns or hopes/aspirations does the project address? 5. How will it shift attitudes & beliefs connected to the problem that might lead to new social norms? 3. What are the barriers and challenges to implmenting the project? What new resources, skills, technologies, policies or changes in infrastructure will it require? 6. In what ways can it positively impact/resolve other complex problems? In what ways will it help restore local and regional social and environmental systems? 1. How does this project connect to and amplify the others? 4. What under-utilized social resources might be leveraged to aid in implementing the project? 2. Which of the present-day fears/concerns or hopes/aspirations does the project address? 5. How will it shift attitudes & beliefs connected to the problem that might lead to new social norms? 3. What are the barriers and challenges to implmenting the project? What new resources, skills, technologies, policies or changes in infrastructure will it require? 6. In what ways can it positively impact/resolve other complex problems? In what ways will it help restore local and regional social and environmental systems? 1. How does this project connect to and amplify the others? 4. What under-utilized social resources might be leveraged to aid in implementing the project? 2. Which of the present-day fears/concerns or hopes/aspirations does the project address? 5. How will it shift attitudes & beliefs connected to the problem that might lead to new social norms? 3. What are the barriers and challenges to implmenting the project? What new resources, skills, technologies, policies or changes in infrastructure will it require? 6. In what ways can it positively impact/resolve other complex problems? In what ways will it help restore local and regional social and environmental systems? REGION PROJECT 3 WHAT LEVEL OF SCALE IS THE PROJECT? HOUSEHOLD 4. What under-utilized social resources might be leveraged to aid in implementing the project? REGION PROJECT 2 WHAT LEVEL OF SCALE IS THE PROJECT? HOUSEHOLD 1. How does this project connect to and amplify the others? REGION Projects become steps along a transition pathway Present Projects in present are conceived as a ‘step’ in a transition pathway toward the future vision. Projects connect to/compliment each other for greater impact and leverage. 1. 3. 2050 Future Snapshot Speculate on what might follow if the projects were successful. What would a transition to something else look like? What do you think might be learned from the projects? Synopsize your snapshot from the previous exercise. T R A N S I T I O N P A T H W A Y S 2. 2033 What are the currenet attitudes, beliefs and assumptions about the problem in the present that your projects seek to challenge and change? In what ways would attitudes, beliefs and cultural norms have had to shift at the halfway point on the transition pathway? Speculate/imagine... What are the beliefs, assumptions and cultural norms in 2050 that have led to the resolution or improvement of the problem?.