Group in a constellation analysis workshop (Liron Steinmetz)

Constellation Analysis (البرازيل)

Análise de Constelação

الوصف

Constellation Analysis is a tool used to clarify perceptions of different stakeholders about critical situations or problems. In workshops, participants visualize interrelationships between actors, as well as the associated natural, technical and regulatory factors.

The Constellation Analysis method (CA) aims at a transparent, mutually accepted visualization of factors (‘elements’) that are systematically arranged under the method's four categories: actors; rules and concepts; natural elements; technical elements, with the type of their inter-relationships. The process enables consensus to be found between divergent positions, paving the way for better informed decision-making while facilitating a negotiated process of land management with potential changes/techniques.

During brainstorming and/or literature-based approach, different elements are determined and arranged visually on a board. Element categories are actors (e.g. farmers, energy supply company), rules and concepts (e.g. legal framework, plans and programs, regulations), natural factors (e.g. climate, vegetation, water) and technical factors (e.g. fertilizer, wastewater treatment, hydropower plant). Usually this is done by using differently coloured and shaped cards to help articulate ideas within a working group. Then, connections among and between the elements are discussed and the form of these interrelations are visualized as being (a) directed, (b) conflictive, (c) non-existent, (d) contradictory, (e) reluctant or (f) interactive. Through this approach the way towards developing solutions (or follow-up CAs) is guided.

The approach was applied at different scales and with different stakeholders with divergent professional expertise and educational levels, e.g. farmers, fishermen, employees of the government, representatives of indigenous tribes, associations, trade unions, and researchers. People found the methodology promising as it raises awareness and organizes information. Training in the methodology has been carried out amongst interested people at two universities, but not yet local development agents.

The visualization is carried out through an iterative group process. A moderator is needed to initiate the process by inviting the different stakeholders to a conducive location, and to facilitate the process. Exchange among participants is enhanced, and this leads to better understanding of different viewpoints in situations of tension or in the understanding of what has evolved through specific developments in the past. During a second analytical step, the main lessons of the visualization are extracted and documented. Here, missing factors/relationships, and consequently the need for action, are detected. For example, insufficient communication between actors could be uncovered, or it may be detected that planning programs need to be improved.

الموقع

الموقع: Itaparica Reservoir, Petrolândia, Pernambuco, Brazil, البرازيل

المرجع الجغرافي للمواقع المختارة
  • -38.22071, -8.98099

تاريخ البدء: 2012

سنة الإنهاء: 2016

نوع النهج
Workshop group arranging elements / Flowchart showing assembled constellation analysis. (Liron Steinmetz)

غايات النهج والبيئة المواتية

الغايات/الأهداف الرئيسية للنهج
The approach can be applied at different levels and for different issues or contexts: all perspectives can be represented and discussed. The application in this case was devised to be an iterative process of consecutive workshops first at the local irrigation project level, and then at the municipal, regional and national levels with the aim of analysing the inhibiting and driving forces behind the current situation in water management, in land management, and around production cycles in agriculture and aquaculture leading to action being taken or decisions made. Farmers and fishermen, employees of government, researchers and experts are considered as the relevant target group to be involved in participatory workshops. In the education sector, the approach can be applied for theses, for field work and for projects as an analytical interdisciplinary approach.
الشروط التي تمكن من تنفيذ التقنية/التقنيات المطبقة في إطار النهج
  • المعايير والقيم الاجتماعية /الثقافية/ الدينية: In some cases, segregation of social or gender groups, especially at the beginning of the exercise, can be helpful. No means has yet been found to reduce ‘mobile phone distraction’ in an acceptable way.
  • الإطار المؤسساتي: Argumentation promoting the value of the process may help to ‘sell’ the approach.
  • المعرفة حول الإدارة المستدامة للأراضي، والوصول إلى الدعم الفني: It may be possible to organize a pick-up service for participants or to choose an easy-access location.
  • عبء العمل، توفر القوى العاملة: It is important to discuss potential dates in advance. Some people prefer weekends, others don’t. The lunch break is useful for more informal interaction. However others use the break to disappear.
  • غير ذلك: The iterative process of the CA promotes a re-assessment of constellations during different group discussions. Views of dominant individuals can be modified in the iterative procedure, especially when participants with different standpoints and positions are involved. The goal is the mutual understanding of divergent positions towards entry points for change or adaptation.
الظروف التي تعيق تنفيذ التقنية/التقنيات المطبقة في إطار النهج

مشاركة وأدوار الأطراف المعنية

الأطراف المعنية بالنهج وأدوارها
ما هي الجهات المعنية / الكيانات المنفذة التي شاركت في النهج؟ حدد الأطراف المعنيين وصف أدوار الأطراف المعنية
مستخدمو الأراضي المحليون/المجتمعات المحلية smallholders of local agricultural community
متخصصون في الإدارة المستدامة للأراضي / مستشارون زراعيون
المعلمون / أطفال المدارس / الطلاب students only in observing role
الحكومة الوطنية (المخططون، صانعو القرار)
انخراط مستخدمي الأراضي المحليين/المجتمعات المحلية في المراحل المختلفة للنهج
غير موجود
سلبي
الدعم الخارجي
تفاعلي
التعبئة الذاتية
المبادرة/التحفيز
x
Interviews
التخطيط
x
التنفيذ
x
Workshops
الرصد/التقييم
x
Workshops
research
x
Data analysis, lessons learnt, etc
مخطط التدفق

Simplified flowchart of the Constellation Analysis Approach.
Planning phase:
Clarify the objective or question behind the analysis. Then, have an overview research about first elements (assembling elements), e.g. which actors can give interesting input and how to contact them. Preparing material for the workshop(s): coloured cards, pens, whiteboard, etc.
Implementation phase:
Explain the objective and methodology to participants, the meaning of the elements: actors; rules and concepts; natural elements; technical elements and their different relations. Clarify rules of respecting each other. Arrange the elements. Evaluate the constellation together with participants, e.g. why are elements far or close to each other? Why are relations conflictive and how to overcome? Are elements or relations missing? Is all information available? What are the next step? Can recommendations be formulated?
Evaluation phase:
Were participants objective enough? How to interpret participant’s activity within the workshop? Which actors should be asked as well? Consolidate participants’ statements with literature and research and document. Documentation could be a photo or digitalized picture of results with an explanation based on literature.

المؤلف: Liron Steinmetz
اتخاذ القرار بشأن اختيار تقنية الإدارة المستدامة للأراضي

وقد تم اتخاذ القرارات من قبل

  • مستخدمو الأراضي وحدهم (المبادرة الذاتية)
  • مستخدمو الأراضي بشكل أساسي، بدعم من متخصصي الإدارة المستدامة للأراضي
  • جميع الجهات الفاعلة ذات الصلة، كجزء من نهج تشاركي
  • متخصصون في الإدارة المستدامة للأراضي بشكل أساسي، بعد التشاور مع مستخدمي الأراضي
  • متخصصون في الإدارة المستدامة للأراضي بمفردهم
  • السياسيون / القادة

تم اتخاذ القرارات بناء على

  • تقييم المعرفة الموثقة جيدًا بشأن الإدارة المستدامة للأراضي(اتخاذ القرارات القائمة على الأدلة)
  • نتائج البحوث
  • خبرة وآراء شخصية(غير موثقة)

الدعم الفني وبناء القدرات وإدارة المعرفة

شكلت الأنشطة أو الخدمات التالية جزءًا من النهج
بناء القدرات/التدريب
تم تقديم التدريب للأطراف المعنية التالية
  • مستخدمو الأراضي
  • موظفون ميدانيون/ مستشارون
شكل التدريب
  • في العمل
  • من مزارع إلى مزارع
  • مناطق العرض
  • اجتماعات عامة
  • دورات
  • workshops
المواضيع المغطاة

detecting knowledge gaps and clarifying positions of players, and role of natural, technical and regulatory elements from multi-angled viewpoints/perspectives as core of the CA-Approach.

خدمة استشارية
تم تقديم الخدمة الاستشارية
  • في حقول مستخدمي الأراضي
  • في مراكز دائمة
  • workshops
الرصد والتقييم
البحوث
تناول البحث المواضيع التالية
  • علم الاجتماع
  • الاقتصاد / التسويق
  • علم الايكولوجيا
  • تكنولوجيا

التمويل والدعم المادي الخارجي

الميزانية السنوية بالدولار الأمريكي لمكون الإدارة المستدامة للأراضي
  • < 2000
  • ‏ 10,0000-2,000
  • 100,000-10,000
  • 1,000000-100،000
  • > 1,000,000
Precise annual budget: غير متاح
German Federal Ministry of Education and Research (BMBF) 100%
تم تقديم الخدمات أو الحوافز التالية لمستخدمي الأراضي
  • الدعم المالي/المادي المقدم لمستخدمي الأراضي
  • إعانات لمدخلات محددة
  • الائتمان
  • حوافز أو وسائل أخرى

تحليل الأثر والتصريحات الختامية

آثار النهج
لا
نعم، قليلا
نعم، باعتدال
نعم، إلى حد كبير
هل ساعد النهج مستخدمي الأراضي على تنفيذ وصيانة تقنيات الإدارة المستدامة للأراضي؟

No immediate impact, however CA-Approach could prospectively contribute to improved sustainable land management and in particular governance.

x
هل ساهم النهج في تمكين الفئات المحرومة اجتماعيا واقتصاديا؟

No immediate impact, however CA-Approach could prospectively contribute to an improved situation of socially and economically disadvantaged groups.

x
Did other land users / projects adopt the Approach?

Interest from cooperating universities (UFPE-Universidade Federal de Pernambuco, IFPE-Instituto Federal de Pernambuco).

x
المحفز الرئيسي لقيام مستخدمي الأراضي بتنفيذ الإدارة المستدامة للأراضي
استدامة أنشطة النهج
هل يمكن لمستخدمي الأراضي الحفاظ على استدامة ما تم تنفيذه من خلال النهج (بدون دعم خارجي)؟

Attained knowledge on a complex, perhaps previously nontransparent system and established contacts support future decision making. In general CA is a flexible method that can be applied by any group, preferentially mixed stakeholder groups.

الاستنتاجات والدروس المستفادة

نقاط القوة: وجهة نظر مستخدم الأرض
  • Results can be used for the planning of regional development.
  • Space for interchange of ideas and establishing contacts.
  • Integrates different views of problems.
  • Facilitates participation possibilites for stakeholders.
نقاط القوة: وجهة نظر جامع المعلومات أو غيره من الأشخاص الرئيسيين لمصدر المعلومات
  • Allows expression and discussion of different views, knowledge integration, both inter- and transdisciplinary, characterised by an iterative and participative nature, able to detect complex situations and questions.
نقاط الضعف / المساوىء / المخاطر: وجهة نظر مستخدم الأرضكيفية التغلب عليها
  • Insufficient space for all to participate, topics covered in too little time. As more than one workshop is needed, the approach does not necessarily provide solutions in the end. Prepare goal-orientated workshops and finish a workshop by identifying potential solutions and formulating recommendations. I is important to well document and report on the workshops and distribute the reports to stakeholders.
نقاط الضعف / المساوىء / المخاطر: وجهة نظر جامع المعلومات أو غيره من الأشخاص الرئيسيين لمصدر المعلوماتكيفية التغلب عليها
  • One workshop cannot manage to convey the dynamics of a situation. Formulate recommendations for action and distribute a report to stakeholders.
  • CA only visualizes the current situation. Different future scenarios over a given timespan can be presented only in a series of single CA visualizations. CA could lay the groundwork for scenario modelling approaches (e.g. Bayesian Networks).
  • One workshop cannot manage to convey the dynamics of a situation. Formulate recommendations for action and distribute a report to stakeholders.

المراجع

جامع المعلومات
  • Verena Rodorff
المحررون
المُراجع
  • Deborah Niggli
تاريخ التوثيق: 20 مارس، 2017
اخر تحديث: 11 يوليو، 2017
الأشخاص الرئيسيين لمصدر المعلومات
الوصف الكامل في قاعدة بيانات WOCAT
بيانات الإدارة المستدامة للأراضي المرتبطة
تم تسهيل التوثيق من قِبَل
المؤسسة المشروع
المراجع الرئيسية
  • ): Rodorff V.et al. (2013a) Driving forces and barriers for a sustainable management of the Itaparica reservoir region - basic milestones towards a constellation analysis. : Gunkel G. et al. (Eds.) (2013) Sustainable Management of Water and Land in Semiarid Areas. Editora Universitária UFPE, Recife, pp 2
  • Rodorff, V., Siegmund-Schultze, M., Köppel, J., Gomes, E.T.A. (2015) Governança da bacia hidrográfica do rio São Francisco: Desafios de escala sob olhares inter e transdisciplinares. : Revista Brasileira de Ciências Ambientais 36, 30-56.
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