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Rethinking innovation
labs for complex adaptive
systems going through
release and reorganization
Tara Campbell
Sean Geobey
Waterloo Institute for Social
Innovation & Resilience
University of Waterloo
October 2020
TARA CAMPBELL ● WISIR ● RSD9
•	change lab e.g. Westley, Goebey & Robinson, 2012
•	social lab e.g. Hassan, 2014
•	living lab e.g. European Network of Living Labs
•	design lab e.g. Westley, Goebey & Robinson, 2012
•	social innovation lab e.g. Westley et al., 2015
•	systemic innovation lab e.g. Zivkovic, 2018
WHAT IS A LAB?
TARA CAMPBELL ● WISIR ● RSD9
A lab is “a process, one
that is intended to support
multi-stakeholder groups in
addressing a complex social
problem.”
Westley et al., 2015
WHAT IS A LAB?
TARA CAMPBELL ● WISIR ● RSD9
•	complex social challenges
•	dialogue and sensemaking
•	diverse stakeholders
•	participatory design, design
thinking, systems thinking
•	in-person convenings
WHAT IS A LAB?
VANCOUVER CLUSTER
ALBERTA CLUSTER
EASTERN CLUSTER
BC
AL
MB
SK
ON
QC
NL
NU
NT
YT
2014
2015
2018
2017
2008
2017
2016
2018
2018
2015
2009
2011
2013
2017
2016
2018
2018
2014
2014
2015
2015
2018
2017
2015
2014
2014
2014
2014
2014
2014
2015
2016
2015
2011
2011
2014
2014
2014
2016
2017
2017
2017
2018
2017
2018
2017
2015
SK
ANNUAL BUDGET
>100K
100-250K
250-500K 1-5M
SECTOR
GOVERNMENT
ACADEMIC
NON-PROFIT
FOR-PROFIT
+ CityStudio Vancouver
+ Local Economic Development Lab
+ Leverage Lab
+ Kudoz
+ Community, Economy and Place Initiative
+ City of Vancouver Solutions Lab
+ Share Reuse Repair Initiative
+ Overdose Prevention Site Lab (OPS Lab)
+ reFRESH Water Lab
+ Supply Gap Solutions Lab
+ Beyond Borders: Refugee Livelihood Lab
+ Neighbour Lab
2016
North Coast
Innovation Lab
+ Alberta CoLab
+ Reforming the Family Justice System
+ Trico Changemakers Studio (hosts SI labs)
+ Alberta CoLab (Alberta Energy)
+ Action Lab & Shift Lab
+ Energy Futures Lab
+ Civic Innovation YYC
+ Design Lab
+ Project Blue Thumb
ONTARIO CLUSTER
+ Green Change
+ WoodGreen Innovation Hub
+ MaRS Solutions Lab
+ Hack - A New Way of Thinking
+ London Life Solutions Lab
+ Waterloo Social Innovation Lab
+ Overlap Innovation Programs
+ Food Systems Lab
+ MINDS of London-Middlesex
+ SE Futures (Toronto)
+ SE Futures (Markham)
+ Making the Shift Youth Homelessness Social Innovation Lab
+ Guelph Lab
+ Nourish
+ Engineering Change Lab
+ Housing Action Lab
+ Digital Collab Division
+ FCM Innovation Network
+ Inclusive Culture Lab
+ Canada School of Public Service Innovation Lab
+ Smart Commons
+ ESDC Innovation Lab
+ NouLAB
+ Laboratoire d'innovation sociale de la PALC
+ NS GovLab
The Winnipeg
Boldness Project
2018
2013
2015
WHAT IS A LAB?
TARA CAMPBELL ● WISIR ● RSD9
RADIUS, 2018
Seeing the system
Designing
Prototyping
WHAT IS A LAB?
Westley et al., 2015
TARA CAMPBELL ● WISIR ● RSD9
WHAT IS A LAB?
TARA CAMPBELL ● WISIR ● RSD9
Westley et al., 2015
TARA CAMPBELL ● WISIR ● RSD9
CONNECTEDNESS
POTENTIAL
RELEASE
EXPLOITATION
CONSERVATION
REORGANIZATION
B
A
C
K
L
O
O
P
LABS IN CONSEREVATION
TARA CAMPBELL ● WISIR ● RSD9
CONNECTEDNESS
POTENTIAL
RELEASE
EXPLOITATION
CONSERVATION
existing lab practices
developed for this phase
REORGANIZATION
B
A
C
K
L
O
O
P
LABS IN CONSEREVATION
TARA CAMPBELL ● WISIR ● RSD9
Assertion: lab practices were
formed to drive innovation in
the conservation phase, when
systems are “over-connected
and increasingly rigid.”
Holling, 2001
LABS IN CONSEREVATION
TARA CAMPBELL ● WISIR ● RSD9
The goal of these labs in
conservation phase systems is
to escape the rigidity trap of the
conservation phase by building
shadow networks that illustrate
the possibility of alternatives.
Westley et al., 2011
LABS IN CONSEREVATION
TARA CAMPBELL ● WISIR ● RSD9
CONNECTEDNESS
POTENTIAL
RELEASE
EXPLOITATION
CONSERVATION
existing lab practices
developed for this phase
REORGANIZATION
COVID-19
B
A
C
K
L
O
O
P
LABS IN BACK LOOP
TARA CAMPBELL ● WISIR ● RSD9
CONNECTEDNESS
POTENTIAL
RELEASE
we are adjusting practices
for this phase
EXPLOITATION
CONSERVATION
existing lab practices
developed for this phase
REORGANIZATION
we are adjusting practices
for this phase
COVID-19
B
A
C
K
L
O
O
P
LABS IN BACK LOOP
TARA CAMPBELL ● WISIR ● RSD9
Assertion: the COVID-19
pandemic has moved the
system we are operating within
into the back loop.
see Geobey & McGowan (2019) or Westley & McGowan (2017) for similar
examples
LABS IN CONSEREVATION
TARA CAMPBELL ● WISIR ● RSD9
Collapse leads into “a period
of rapid reorganization during
which novel recombinations can
unexpectedly seed experiments
that lead to innovations in the
next cycle”
Holling, 2001
LABS IN BACK LOOP
TARA CAMPBELL ● WISIR ● RSD9
In the back loop, previously
“adjacent possibles” are now
potentially competing basins of
attraction.
LABS IN BACK LOOP
TARA CAMPBELL ● WISIR ● RSD9
Question: when working within
a complex adaptive system
going through the release and
reorganization phase of the
adaptive cycle, how should
innovation lab practices shift?
LABS IN BACK LOOP
TARA CAMPBELL ● WISIR ● RSD9
Legacy Leadership Lab
LABS IN BACK LOOP
OUR CASE
TRADITIONAL
ENTERPRISE
SOCIAL
ENTERPRISE
TARA CAMPBELL ● WISIR ● RSD9
TRADITIONAL
ENTERPRISE
SOCIAL
ENTERPRISE
CHANGE IN
OWNERSHIP
E.G. DUE TO
BABY BOOMER
RETIREMENTS
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
SYSTEM
MAPPING
SYSTEM
REDESIGN PROTOTYPING
PROTOTYPING
ITERATION
EVALUATION
SEEING THE
SYSTEM
DESIGNING PROTOTYPING
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
SYSTEM
MAPPING
SEEING THE
SYSTEM
DESIGNING PROTOTYPING
SYSTEM
REDESIGN PROTOTYPING
PROTOTYPING
ITERATION
EVALUATION
TARA CAMPBELL ● WISIR ● RSD9
Changes in our process are due
to systems collapse as well as
social distancing foreclosing the
possibility to gather in the same
room.
OUR CASE
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
TARA CAMPBELL ● WISIR ● RSD9
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of a smaller number of
consistent participants all going
through the same process...
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of a smaller number of
consistent participants all going
through the same process...
... there are many different
entangled groups, meeting at
different frequencies around
specific areas of interest.
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of a lab process clearly
laid out by us at WISIR...
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of a lab process clearly
laid out by us at WISIR...
... we ongoingly monitor
and evaluate our lab with
participants and adapt our
process based on principles.
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of retreating after
workshops to create tidy
knowledge products...
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of retreating after
workshops to create tidy
knowledge products...
... we have an open document
infrastructure that anyone can
edit or add to.
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of waiting for concrete
pilots before reaching out to
broader networks...
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
Instead of waiting for concrete
pilots before reaching out to
broader networks...
... we are organizing around
spreading awareness of the
opportunity that is of interest to
the lab.
TARA CAMPBELL ● WISIR ● RSD9
OUR CASE
In release and reorganization,
we are trying to increase
collective sensemaking, and
expand beyond the traditional
‘shadow network’ to a larger
arena that might potentially
seed experiments.
TARA CAMPBELL ● WISIR ● RSD9
Elinor Ostrom’s 8 Principles for Commmons Governance
1.	 Define clear group boundaries.
2.	 Match rules governing use of common goods to local needs
and conditions.
3.	 Ensure that those affected by the rules can participate in
modifying the rules.
4.	 Make sure the rule-making rights of community members are
respected by outside authorities.
5.	 Develop a system, carried out by community members, for
monitoring members’ behavior.
6.	 Use graduated sanctions for rule violators.
7.	 Provide accessible, low-cost means for dispute resolution.
8.	 Build responsibility for governing the common resource
in nested tiers from the lowest level up to the entire
interconnected system.
WHERE TO NEXT?
TARA CAMPBELL ● WISIR ● RSD9
We want to connect with other
lab practitioners to learn how
they have been adapting their
lab practices.
WHERE TO NEXT?
TARA CAMPBELL ● WISIR ● RSD9
We want to connect with other
lab practitioners to learn how
they have been adapting their
lab practices.
We want to build a greater
appreciation from a systems
perspective of what this shift
means for lab practices.
WHERE TO NEXT?
TARA CAMPBELL ● WISIR ● RSD9
Tara Campbell (she/her)
tara.campbell@uwaterloo.ca
@tara_campbell
L3
uwaterloo.ca/legacy-leadership-lab
WISIR
👆easier to just search this

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Rethinking innovation labs for complex adaptive systems going through release and reorganization

  • 1. Rethinking innovation labs for complex adaptive systems going through release and reorganization Tara Campbell Sean Geobey Waterloo Institute for Social Innovation & Resilience University of Waterloo October 2020
  • 2. TARA CAMPBELL ● WISIR ● RSD9 • change lab e.g. Westley, Goebey & Robinson, 2012 • social lab e.g. Hassan, 2014 • living lab e.g. European Network of Living Labs • design lab e.g. Westley, Goebey & Robinson, 2012 • social innovation lab e.g. Westley et al., 2015 • systemic innovation lab e.g. Zivkovic, 2018 WHAT IS A LAB?
  • 3. TARA CAMPBELL ● WISIR ● RSD9 A lab is “a process, one that is intended to support multi-stakeholder groups in addressing a complex social problem.” Westley et al., 2015 WHAT IS A LAB?
  • 4. TARA CAMPBELL ● WISIR ● RSD9 • complex social challenges • dialogue and sensemaking • diverse stakeholders • participatory design, design thinking, systems thinking • in-person convenings WHAT IS A LAB?
  • 5. VANCOUVER CLUSTER ALBERTA CLUSTER EASTERN CLUSTER BC AL MB SK ON QC NL NU NT YT 2014 2015 2018 2017 2008 2017 2016 2018 2018 2015 2009 2011 2013 2017 2016 2018 2018 2014 2014 2015 2015 2018 2017 2015 2014 2014 2014 2014 2014 2014 2015 2016 2015 2011 2011 2014 2014 2014 2016 2017 2017 2017 2018 2017 2018 2017 2015 SK ANNUAL BUDGET >100K 100-250K 250-500K 1-5M SECTOR GOVERNMENT ACADEMIC NON-PROFIT FOR-PROFIT + CityStudio Vancouver + Local Economic Development Lab + Leverage Lab + Kudoz + Community, Economy and Place Initiative + City of Vancouver Solutions Lab + Share Reuse Repair Initiative + Overdose Prevention Site Lab (OPS Lab) + reFRESH Water Lab + Supply Gap Solutions Lab + Beyond Borders: Refugee Livelihood Lab + Neighbour Lab 2016 North Coast Innovation Lab + Alberta CoLab + Reforming the Family Justice System + Trico Changemakers Studio (hosts SI labs) + Alberta CoLab (Alberta Energy) + Action Lab & Shift Lab + Energy Futures Lab + Civic Innovation YYC + Design Lab + Project Blue Thumb ONTARIO CLUSTER + Green Change + WoodGreen Innovation Hub + MaRS Solutions Lab + Hack - A New Way of Thinking + London Life Solutions Lab + Waterloo Social Innovation Lab + Overlap Innovation Programs + Food Systems Lab + MINDS of London-Middlesex + SE Futures (Toronto) + SE Futures (Markham) + Making the Shift Youth Homelessness Social Innovation Lab + Guelph Lab + Nourish + Engineering Change Lab + Housing Action Lab + Digital Collab Division + FCM Innovation Network + Inclusive Culture Lab + Canada School of Public Service Innovation Lab + Smart Commons + ESDC Innovation Lab + NouLAB + Laboratoire d'innovation sociale de la PALC + NS GovLab The Winnipeg Boldness Project 2018 2013 2015 WHAT IS A LAB? TARA CAMPBELL ● WISIR ● RSD9 RADIUS, 2018
  • 6. Seeing the system Designing Prototyping WHAT IS A LAB? Westley et al., 2015 TARA CAMPBELL ● WISIR ● RSD9
  • 7. WHAT IS A LAB? TARA CAMPBELL ● WISIR ● RSD9 Westley et al., 2015
  • 8. TARA CAMPBELL ● WISIR ● RSD9 CONNECTEDNESS POTENTIAL RELEASE EXPLOITATION CONSERVATION REORGANIZATION B A C K L O O P LABS IN CONSEREVATION
  • 9. TARA CAMPBELL ● WISIR ● RSD9 CONNECTEDNESS POTENTIAL RELEASE EXPLOITATION CONSERVATION existing lab practices developed for this phase REORGANIZATION B A C K L O O P LABS IN CONSEREVATION
  • 10. TARA CAMPBELL ● WISIR ● RSD9 Assertion: lab practices were formed to drive innovation in the conservation phase, when systems are “over-connected and increasingly rigid.” Holling, 2001 LABS IN CONSEREVATION
  • 11. TARA CAMPBELL ● WISIR ● RSD9 The goal of these labs in conservation phase systems is to escape the rigidity trap of the conservation phase by building shadow networks that illustrate the possibility of alternatives. Westley et al., 2011 LABS IN CONSEREVATION
  • 12. TARA CAMPBELL ● WISIR ● RSD9 CONNECTEDNESS POTENTIAL RELEASE EXPLOITATION CONSERVATION existing lab practices developed for this phase REORGANIZATION COVID-19 B A C K L O O P LABS IN BACK LOOP
  • 13. TARA CAMPBELL ● WISIR ● RSD9 CONNECTEDNESS POTENTIAL RELEASE we are adjusting practices for this phase EXPLOITATION CONSERVATION existing lab practices developed for this phase REORGANIZATION we are adjusting practices for this phase COVID-19 B A C K L O O P LABS IN BACK LOOP
  • 14. TARA CAMPBELL ● WISIR ● RSD9 Assertion: the COVID-19 pandemic has moved the system we are operating within into the back loop. see Geobey & McGowan (2019) or Westley & McGowan (2017) for similar examples LABS IN CONSEREVATION
  • 15. TARA CAMPBELL ● WISIR ● RSD9 Collapse leads into “a period of rapid reorganization during which novel recombinations can unexpectedly seed experiments that lead to innovations in the next cycle” Holling, 2001 LABS IN BACK LOOP
  • 16. TARA CAMPBELL ● WISIR ● RSD9 In the back loop, previously “adjacent possibles” are now potentially competing basins of attraction. LABS IN BACK LOOP
  • 17. TARA CAMPBELL ● WISIR ● RSD9 Question: when working within a complex adaptive system going through the release and reorganization phase of the adaptive cycle, how should innovation lab practices shift? LABS IN BACK LOOP
  • 18. TARA CAMPBELL ● WISIR ● RSD9 Legacy Leadership Lab LABS IN BACK LOOP
  • 20. TRADITIONAL ENTERPRISE SOCIAL ENTERPRISE CHANGE IN OWNERSHIP E.G. DUE TO BABY BOOMER RETIREMENTS OUR CASE TARA CAMPBELL ● WISIR ● RSD9
  • 21. OUR CASE TARA CAMPBELL ● WISIR ● RSD9 SYSTEM MAPPING SYSTEM REDESIGN PROTOTYPING PROTOTYPING ITERATION EVALUATION SEEING THE SYSTEM DESIGNING PROTOTYPING
  • 22. OUR CASE TARA CAMPBELL ● WISIR ● RSD9 SYSTEM MAPPING SEEING THE SYSTEM DESIGNING PROTOTYPING SYSTEM REDESIGN PROTOTYPING PROTOTYPING ITERATION EVALUATION
  • 23. TARA CAMPBELL ● WISIR ● RSD9 Changes in our process are due to systems collapse as well as social distancing foreclosing the possibility to gather in the same room. OUR CASE
  • 24. OUR CASE TARA CAMPBELL ● WISIR ● RSD9
  • 25. OUR CASE TARA CAMPBELL ● WISIR ● RSD9
  • 26. OUR CASE TARA CAMPBELL ● WISIR ● RSD9
  • 27. OUR CASE TARA CAMPBELL ● WISIR ● RSD9
  • 28. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of a smaller number of consistent participants all going through the same process...
  • 29. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of a smaller number of consistent participants all going through the same process... ... there are many different entangled groups, meeting at different frequencies around specific areas of interest.
  • 30. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of a lab process clearly laid out by us at WISIR...
  • 31. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of a lab process clearly laid out by us at WISIR... ... we ongoingly monitor and evaluate our lab with participants and adapt our process based on principles.
  • 32. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of retreating after workshops to create tidy knowledge products...
  • 33. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of retreating after workshops to create tidy knowledge products... ... we have an open document infrastructure that anyone can edit or add to.
  • 34. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of waiting for concrete pilots before reaching out to broader networks...
  • 35. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE Instead of waiting for concrete pilots before reaching out to broader networks... ... we are organizing around spreading awareness of the opportunity that is of interest to the lab.
  • 36. TARA CAMPBELL ● WISIR ● RSD9 OUR CASE In release and reorganization, we are trying to increase collective sensemaking, and expand beyond the traditional ‘shadow network’ to a larger arena that might potentially seed experiments.
  • 37. TARA CAMPBELL ● WISIR ● RSD9 Elinor Ostrom’s 8 Principles for Commmons Governance 1. Define clear group boundaries. 2. Match rules governing use of common goods to local needs and conditions. 3. Ensure that those affected by the rules can participate in modifying the rules. 4. Make sure the rule-making rights of community members are respected by outside authorities. 5. Develop a system, carried out by community members, for monitoring members’ behavior. 6. Use graduated sanctions for rule violators. 7. Provide accessible, low-cost means for dispute resolution. 8. Build responsibility for governing the common resource in nested tiers from the lowest level up to the entire interconnected system. WHERE TO NEXT?
  • 38. TARA CAMPBELL ● WISIR ● RSD9 We want to connect with other lab practitioners to learn how they have been adapting their lab practices. WHERE TO NEXT?
  • 39. TARA CAMPBELL ● WISIR ● RSD9 We want to connect with other lab practitioners to learn how they have been adapting their lab practices. We want to build a greater appreciation from a systems perspective of what this shift means for lab practices. WHERE TO NEXT?
  • 40. TARA CAMPBELL ● WISIR ● RSD9 Tara Campbell (she/her) tara.campbell@uwaterloo.ca @tara_campbell L3 uwaterloo.ca/legacy-leadership-lab WISIR 👆easier to just search this