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Table 2.

Stages of Strategic Planning and Elicitation of Values Through Collective Creation of Utopias.

StageFunctionSpecific MethodsType of Results and Analysis

0. Critical analysis and subjective diagnosis of the problem(s)

 

Creating space of liberation where criticism can be freely expressed

Imagining based on critical recognition of problems and frustrations

Generating the desire to change and free energy toward creative change

 

Four rotating stages for collective analysis in small groups and plenary:

  1. Time line analysis to identify challenges and opportunities

  2. Social actor mapping to identify power relations

  3. Collective analysis of strategic data regarding social dynamics within the territory

  4. Enchantment tree, wailing wall, and proposals’ path to share feelings and criticism

Plenary to share collective learnings

 

(Only very synthetic results presented in this article, in a footnote. Analysis of content)

 

1. Creating individual utopias

 

Creating a visionary space to develop new perspectives on reality

Nourishing the social fantasy, freeing from mental barriers, living the joy of creation, freeing repressed desires, feelings, and values

 

Diverse methods to foster creativity:

Participatory theater: re-significations in pairs and creation of a collective machine that produces dreams (image theater)

Imaginary journey through the territory

Creation of individual utopias, dreams, and ideas through paintings and storytelling

 

Diverse values are elicited through utopia. Content analysis of drawings and narratives (see Section 5.1)

 

2. Integrating values into collective utopia

 

Facilitating a space for mutual listening around values

Experiencing co-creativity and integrating different values in common utopias

Awakening desire for transformation and collective energy to act creatively toward transformative change

 

Collective creation of utopias through dialogue in small groups, connecting individual proposals in the drawings

Plenary: presentation of utopia by each group, collective reflection on common and different aspects, identification of main ideas.

Playback theater for collective self-reflection

 

Integration of plural values. Analysis of participants’ perceptions and participatory observation of the process (see Section 5.2)

 

3. Collective strategic planning

 

Contextualizing the utopia in the present situation and developing strategies to deconstruct barriers

Agreeing on concrete collective actions toward transformation

 

Set the utopia down gradually:

Synthesize key values and ideas in plenary

Propose actions to achieve utopia in groups

Plenary to generate a collective strategic plan with clustered actions

Define action details, deadlines, responsibilities, and forms of evaluation

 

Effects on grassroots organization and policy. Analysis of documents, actions, and participants’ perceptions (see Section 5.3)

 

4. Collective action

 

Social experimentation, collective reflection, and evaluation

 

Meetings to establish forms of organization and collective action

Commissions to analyze and act upon main strategic subjects

Assemblies to coordinate different actions and critically reflect on the process

Gathering to evaluate after 1 year, reflect on practices and readjust plans

 
StageFunctionSpecific MethodsType of Results and Analysis

0. Critical analysis and subjective diagnosis of the problem(s)

 

Creating space of liberation where criticism can be freely expressed

Imagining based on critical recognition of problems and frustrations

Generating the desire to change and free energy toward creative change

 

Four rotating stages for collective analysis in small groups and plenary:

  1. Time line analysis to identify challenges and opportunities

  2. Social actor mapping to identify power relations

  3. Collective analysis of strategic data regarding social dynamics within the territory

  4. Enchantment tree, wailing wall, and proposals’ path to share feelings and criticism

Plenary to share collective learnings

 

(Only very synthetic results presented in this article, in a footnote. Analysis of content)

 

1. Creating individual utopias

 

Creating a visionary space to develop new perspectives on reality

Nourishing the social fantasy, freeing from mental barriers, living the joy of creation, freeing repressed desires, feelings, and values

 

Diverse methods to foster creativity:

Participatory theater: re-significations in pairs and creation of a collective machine that produces dreams (image theater)

Imaginary journey through the territory

Creation of individual utopias, dreams, and ideas through paintings and storytelling

 

Diverse values are elicited through utopia. Content analysis of drawings and narratives (see Section 5.1)

 

2. Integrating values into collective utopia

 

Facilitating a space for mutual listening around values

Experiencing co-creativity and integrating different values in common utopias

Awakening desire for transformation and collective energy to act creatively toward transformative change

 

Collective creation of utopias through dialogue in small groups, connecting individual proposals in the drawings

Plenary: presentation of utopia by each group, collective reflection on common and different aspects, identification of main ideas.

Playback theater for collective self-reflection

 

Integration of plural values. Analysis of participants’ perceptions and participatory observation of the process (see Section 5.2)

 

3. Collective strategic planning

 

Contextualizing the utopia in the present situation and developing strategies to deconstruct barriers

Agreeing on concrete collective actions toward transformation

 

Set the utopia down gradually:

Synthesize key values and ideas in plenary

Propose actions to achieve utopia in groups

Plenary to generate a collective strategic plan with clustered actions

Define action details, deadlines, responsibilities, and forms of evaluation

 

Effects on grassroots organization and policy. Analysis of documents, actions, and participants’ perceptions (see Section 5.3)

 

4. Collective action

 

Social experimentation, collective reflection, and evaluation

 

Meetings to establish forms of organization and collective action

Commissions to analyze and act upon main strategic subjects

Assemblies to coordinate different actions and critically reflect on the process

Gathering to evaluate after 1 year, reflect on practices and readjust plans

 

Source: Own elaboration inspired by Jungk & Müllert [38], Kuhnt & Müllert [39], and Burow [37] as well as principles from Paulo Freire and PAR.

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