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Most network maps are static snapshots. Social System Maps evolve over time—just like the people and relationships they represent.

The Purpose of Social System Mapping

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Social system mapping (SSM) is a new mapping practice that can present on the surface a sloppy mash-up of better-established and more-well-groomed methodologies. 

It was not pre-conceived, pre-defined, pre-justified & pre-proven. Rather, it is emerging from the interaction between what Tim & I were interested in working on – the problems we wanted to solve for – and a growing number of mappers’ and network leader’s intuitions, imaginations, and need to understand the contexts in which they act and lead more clearly.

Because it’s new, because it’s un-anticipated and emergent, it has taken awhile to articulate what ‘it’ is and why we, and others, are doing it. But now it has come along far enough that we can clarify that ‘this’ is NOT ‘that’. We can define what ‘this’ is and why. And explain why it needs a name of it’s own.

Step back into the story of geographical maps 

In order to frame and add clarity to what social system mapping is, we need to be clear that we’re at the very beginning of a story. It doesn’t help us to sense our way forward through the possible if we expect to have already arrived.

So let’s take a step back in time and contemplate the story of geographical maps, because geo-maps are a powerful corollary.

Once upon a time, most people didn’t use visual diagrams showing the relative placement of one place to another place, or a path between them. At best, someone drew some lines in the sand if they needed to communicate where they went, where something was, or how to get somewhere. Then, I’m guessing, some travelers started making crude drawings on papyrus or something. To share it, they had to explain what the lines meant, because w/o the explanation, the map was useless. Over time, the maps got more accurate – they took more things into account, they adopted symbolic norms making them easier to read, they were more than lines with starting and ending points. They grew infinitely more sophisticated and packed with data.

In the early years, it was mostly the guys in power who could read & make use of these maps. The captain of the ship, the general of the army, the merchant leading their servants and camels packed with wares to the next marketplace, the advisors to the throne.

If you put a map in front of the general population, they’d shrug & say ‘so what?’ – they wouldn’t recognize the knowledge and power a map could give them. But over time, even the general population began to see their value and learn to read them. In other words, geographical maps have evolved. They’re a tool that both reflects the current knowledge about geographical reality, informs more learning about that reality, and then reflects the new knowledge back.

But none of that just happened.  Wide-spread use of geo-maps didn’t occur just because someone made a map – they began as the purview of an elite few. And the sophisticated and information-rich geo-maps we have today started out as crude and simple efforts to communicate what could be not communicated by any other means. There was a necessary feedback loop of increasing understanding that required humans to apply their intelligence and then to engage with what was reflected back to them – and over time, a rich and powerful visual language emerged.

That new visual language is different from written & spoken language, because it’s not linear. Different because it summarizes a ton of data as well as many types of data (infrastructural, political, topological, atmospheric, agricultural, etc.) into quickly-understandable symbolic elements. Different because humans are visual, so what we see stays with us longer and speaks to us more deeply. A good geographical map shows us things about our world that we literally can’t see in any other way. 

Language shapes thinking 

And as any second-language-learner can attest – language shapes our thinking. We understand and engage reality differently, depending on which language we’re speaking. And we wouldn’t be the global citizens we are today (for better and for worse) without the historical evolution of geographical maps. 

The geo-map language gave us understanding and it gave us norms. And as a feedback loop, it inforces and asserts the version of reality that it has taught us to see. If all we needed to navigate and thrive was a well-developed knowledge of physical location, we’d be all set. But the world view we’ve inherited has proven inadequate to the litany of challenges we currently face. We need new ways of understanding and communicating about and navigating through new aspects of reality that we’re only beginning to understand. 

Systems Thinking Instigates A New World View 

Systems thinking has taught us about complexity, interconnectedness, dynamical change – all things we need to understand and see if we want to help make the world a better place. But we can’t represent any of those things in a geographical map. Systems thinking has shown us that what controls our reality is mostly hidden under the surface, invisible (tho not absolutely unknowable). We’ve learned that the world view (our mental models, beliefs, values and emotions) we bring to our actions has powerful impact, and that the world view we’ve inherited (through no fault of our own) is extremely problematic. Systems thinking pioneer Donella Meadows said the greatest leverage point in shifting a system is in shifting the paradigm that informs the system. 

Systems thinking has taught us: our old Cartesian understanding of reality has helped us create the litany of problems we face; applying systems thinking is crucial to solving those problems; and a network approach is how we need to structure the work. 

But changing how we think and how we work together is hard. Even if we WANT to apply a systems mindset, it mostly seems abstract and ‘out there’ somewhere. And even if we love the idea of working in networks, we struggle to make them work. We who are committed to this paradigm shift still have a lot of learning ahead of us.

Without relevent representations of how all that abstract invisible stuff connects to OURSELVES, it’s a mystery. So long as its ‘out there’ or about ‘someone else’, we can’t sense our way into it. Sarah Shanahan of the RE-AMP Network says it takes their new members roughly two years to understand what the network is. And RE-AMP is a mature, sophisticated network with established on-boarding practices & a lot of excellent training. 

We need a new world-view-impacting, visual language for representing this new reality related to systems and networks that is similar to, and as powerful as, the visual language of geographical mapping. A visual language for enabling, facilitating and processing our learning. 

This language has been developing for some time now. System mapping, network mapping, value mapping, process mapping, stakeholder mapping, influence mapping and more – all are genres in the developing language of the network graph. All emphasize relationships and surface aspects of the hidden realities. All are valuable tools for advancing our learning. 

Moreover, visualizations are among the best ways to help people with different perspectives share understanding. So when those mapping genres are implemented as a collaborative process, they’re even more valuable. 

But those mapping genres I just mentioned are still fragmented. You use one kind for THIS purpose and another for THAT purpose. But reality is overlapping & interconnected. That’s the whole point these maps are trying to impart. 

So social system mapping has become the medium through which we’ve been exploring these questions with our mapping clients and sumApp customers: how do we create a paradigm-shaping, reinforcing feedback-looping visual language similar to what we have with geographical maps – but in this new context? How do we create a new visual language that increases our awareness of, sensitizes us to, and increases our actionable wisdom around the invisible and interconnected forces in systems and the hidden dynamics of social interdependence? A representation of reality that both expands our understanding and reflects what we’re learning about it. A representation that enables us to see our complex situations more clearly and have greater insight into how to navigate what is normally hidden?

And it’s not just about the outcome, it’s about the process as well. Who defines what matters? Whose language? How is power reflected, how is it used? What’s working and what needs to change? The project itself has to become a focal point of collective learning and decision-making and evolving together. The process itself is the experiment – the map is a reflection of what we’ve learned so far.

It’s also about reflecting the truth – which is messy. It’s about acknowledging and accepting inherent complexity and different understandings so that we can find ways of navigating that, instead of splitting it up into arbitrary and neatly-separated boxes. It’s supposed to be messy, it’s supposed to be confusing. It’s supposed to wake us up to the truth. We’ve been spoon-fed bite-sized, fragmented bits of near-useless knowledge so long we don’t know how to step back and look for patterns, or to discern coherence or its lack. We don’t have the mental habits and skills that enable us to make sense of a non-compartmentalized reality. So we desperately need tools and processes that help us figure out how to do that. 

So that’s the purpose of a social system map. It is a collective learning experiment that facilitates a deeper understanding of systems thinking and the power of networks, using a visual language that is APPLIED, to what is RELEVANT to US, in a CO-LEARNING environment, WITH others who have SHARED INTENTIONS, in an ONGOING way. 

Just like a geographical map sensitizes us to information-in-relation-to-place, a social system map and the process of making it sensitizes us to the hidden relationships and dynamics that make up our human systems.

So – having finally come to the WHY of a social system map, understanding its reason for being, we can recognize that it’s NOT just a random & aimless mash-up of a range of mapping genres – it has explicit and purposeful constraints that enable that WHY:

  1. It centers human beings and self-reporting. All elements in a map are there only because they either are people or because they are connected in some way to the specific people represented. It relies on actual people’s input, feedback, and sense-making. Network members provide the bulk of the data represented, they keep it up to date, they use the map to inform their change efforts, and they define what data and visualizations are relevant to them.
  2. Unlike with a Social Network Analysis, it doesn’t isolate the relationship patterns from the systemic forces that go along with them. It doesn’t just show us who is a connector or a bridger for example, it also shows us the systemic forces they are connecting or bridging. It allows us to highlight additional systemic dynamics embedded within the patterns an SNA reveals.
  3. Unlike in a classic system map, it doesn’t depersonalize systems. A system map of abstract forces helps us step back from our personal perspective so we can see the whole system more clearly (which is great). But it also leaves the impression that systems are these monolithic autonomic machines ‘out there’ that mere humans cannot impact. When in fact – human systems are generated and held in place by individual persons abiding by collective and generally unconscious agreements. There are material constraints and real-world limits, but how we engage these limits is purely driven by human beliefs. Omitting the persons that are invested in, impacted by or seeking to impact those beliefs from the systemic picture obscures our very human collective power. System maps leave human agency hidden beneath the surface, at a time when we need to highlight it.
  4. It’s online – available at any time and pretty much anywhere – equally available to everyone who helps inform and update the map.
  5. It’s interactive – anyone accessing the map can filter, pattern-seek, slice, dice, and zoom the scale of detail in and out to their own heart’s content. No-one has to rely on a specialist to find and show them what they want to see. The interactivity can both satisfy and stimulate curiosity – which then can lead to greater insight.
  6. It changes over time – everything from survey questions to who is included and questions about how they’re connected is meant to evolve. The content and design of the map are not defined once and for all in a perfect up-front process that everyone is then stuck with forever, but is meant to change and become both more meaningful and more context-specific as the network engages with it and learns from it over time. It emerges out of the ongoing interactions of the network members with the map. In that way, it’s a transparent and obvious example of a feedback loop.
  7. It is a collaborative effort requiring different thinking modalities. It’s only as useful as the collaboration and the collective effort make it. It won’t take hold from a single-perspective, top-down approach. Its success requires us to practise what we preach.
  8. It requires co-learning. The more the network is able to sense-make with the map around their own needs, the more useful the map will become to the whole. Without that training, much of the potential is left un-realized. 

So what?

So in theory, I’m implying . . . that. . . if we can design effective methods of helping people learn to generate, navigate, make sense of and derive actionable wisdom from their social system maps, we’d be simultaneously building their collaboration muscles and capacity to navigate complexity – within the context that is most meaningful to them – their own networks and systems-change efforts.  

With good training methods, a social system map could become a tool that catalyzes transformation through a network. The project itself – the training, the map, the sense-making and the iterating can become a network-wide focal point – an organizing principle for the network’s ongoing learning.

And that’s the point – to facilitate more, faster, better system-shifting, healing, generative, restorative wisdom.

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The Purpose of Social System Mapping

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CONTENTS

My Account and Billing

Article 8: Containers, Differences, Exchanges

Article 7: Pattern Spotting

This is the seventh article in my 8-week series exploring foundational systems t

Article 6: Attending to Our Attention

This is the sixth article in my 8-week series exploring foundational systems thi

Article 4: The Stacey Matrix

Understanding Contexts for Creating Generative Conditions This is the fourth art

Using the ‘Send me my link form’

This article walks through what to do if a map member loses their personal sumAp

Article 5: Navigating Complexity — The HSD Theory of Change

As mappers, we’re always grappling with complexity. Networks don’t behave like m

Article 3: Complex Adaptive Systems: Patterns & Paradigms Naturally Shifting

Why do systems revert to old patterns even after successful change efforts? The

Article 2: Systems Thinking and Paradigms

Why does change feel so elusive, even when there's abundant good will? The answe

Article 1: Systems Thinking Starts in Our Minds

Why do we get stuck even when our hearts are in the right place? Systems thinkin

Deepen Your Systems Practice — Systems Thinking Academy for sumApp Users

Working on a social system mapping project? The technical aspects of using sumAp

Systems Thinking Trail Guide Series

Frequently Asked Questions

What is Social System Mapping? Social System Mapping is an expanded version of N

Recently Updated: The Living Trail

Been here before? Welcome back, map-walker. This page is your compass for what’s

sumApp Overview

If you’d like a little orientation to sumApp, this 57 second video should help!

Networkism – The New Cultural Meme

In a March 2015 TED Talk, data visualization researcher Manual Lima explores wha

Intro to project set-up

Envisioning

Project Data-Management

Project Launch

Project Set-Up

Principles

Four Hats

Account Info

Intro to Social System Mapping

Pre-existing Data

Define Settings

Time Tags

Add Members

Manage Invitations

Define Email Templates

Manage Members

Define Opt-In Form

Intro to Mapping

Designing the Input Tools

The Advocates

Sharing the Vision

Edit Connection Options

Edit Survey Form

Import Connections

Intro to Data Management

The Storytelling Hat: Weaving Meaning Throughout the Mapping Project

The Storytelling Hat is worn across the whole Social System Mapping journey — fr

Member Views

Accounts and Tiers

Intro to sumApp

SenseMaking

Kumu

Getting Started

sumApp

Intro to Social System Mapping

Mapping

Envisioning

Getting Started

SenseMaking

We Made a Social System Map – Now What Do We Do With It? Social System Mapping e

Adding Pre-existing Data: Preliminaries

A preliminary video on what to expect when adding pre-existing data to a sumApp

Opt In Form

Are you starting a new mapping project? The Opt In Form is one way to help get n

Intro to Member Views

The Member View is the interface that your members will engage with. You – as th

StoryTelling

This article is in \’placeholder\’ phase. If you need this info soon, please put

sumApp Member View | Map Page

The Map Page allows you to embed your Kumu map back into the sumApp interface. T

Importing Connections from Another Project | Tier IV

Many of our customers work with different networks that have overlapping members

The Status Report

The ‘Status Report’ in sumApp helps you access a CSV file with all of your map m

How To Insert The Live JSON Link Into Kumu

How To Add “Relative” Links To Views In The Side Panel

An Absolute link is a full URL:  https://kumu.io/HSDInstitute/hsdnetwork#home/in

How the Segments Work in the Members Connections View

sumApp Member View | Survey Page

The member view survey page is almost completely defined in the Survey Editor. F

Approaches to Mapping People AND Organizations

A network is often made up of a combination of organizations and individuals – w

Understanding Your Data Flow Options

sumApp is a tool designed to GATHER your network data in an easy, user-friendly

Download Data

This article is in \’placeholder\’ phase. If you need this info soon, please put

Data-Flow Option #3) Link Into a Google Sheet then Link Google Sheet into Kumu

If you want to incorporate data gathered from sources other than sumApp, or make

Accounts Needed for Social System Mapping

Social System Mapping involves the use of two online platforms, sumApp and Kumu.

Map Literacy – Example #1

Just to see what I mean by mapping being a ‘language’ – watch this one minute .g

Networkism – The New Cultural Meme

In a March 2015 TED Talk, data visualization researcher Manual Lima explores wha

It’s a New Language That is Emerging

I like to say that Social System Mapping is one genre in a new visual language t

It Takes a Social System to Map a Social System

Social System Mapping is an art of collaborative process — requiring at least fo

The SenseMaker Hat

Isn’t SenseMaking the Same as Envisioning? Not at all! People often think of vis

The Technician Hat

Is Technician The Role You Fill In AN SSM? The Technician or Technicians are gen

The Four Mapping ‘Hats’

A Social System Mapping project thrives when four Thinking Hats are present: Vis

The Visionary Hat

Are You An SSM Visionary? The person or persons wearing the Visionary hat are ge

sumApp Pricing Table

  Tier I   Tier II   Tier III*   Tier IV*   Cost Monthly Annual Monthly Annual M

sumApp Features by Tier

Tier I – free Up to 3 projects| max 1,500 people/project Kumu-Ready data structu

How To Upgrade Your Account

If you already have a sumApp account (including an old trial that has been downg

Cancelling Your Account or Downgrading to Tier I

All sumApp account set-ups start at Tier II for a free trial month. No credit ca

The ‘Meet Them Where They’re At’ Principle

This is related to the Show Don’t Persuade principle, and it’s about not stressi

Understanding the Relationship Between sumApp and Kumu

Kumu is an online platform that visualizes data in network graph format.  A pers

Member Views and Admin Views

Just as with most survey tools – sumApp has two layers of users who engage with

How to Start Mapping – Create a Pilot/Prototype Map

Social System Mapping means that: All of this makes it hard to know where to sta

How to Merge a Member with Multiple Profiles into a Single Profile

Data-Flow Option #1) Download to Desktop – Upload to Kumu

When we first developed sumApp, this was the only way to get data into Kumu. We’

Data-Flow Option #2) Live Link from sumApp to Kumu

This is by far the simplest and most popular option among sumApp users.  Read ab

Introduction to The sumApp Data Management Tab

The sumApp Data Management Tab enables you to: The Three Ways of Getting Your Da

Using the Graph Commons data output

sumApp now works with both Kumu AND Graph Commons! Graph Commons is an Open Sour

How to Hide sumApp Fields in Kumu

The Envisioning Phase

The Envisioning Phase simply means – everything that needs to happen to get a pr

The Advocate Team

In an ideal world, there would be a core group of early adopters – advocates – i

sumApp Content Development

There are 7 content items that the Visionaries/Advocates should provide to the T

Turning Data-Flows Into a Practice

Moving data around is by far the most confusing, time-consuming, mind-numbing pa

The Mapping Phase: Wearing the Technician Hat

The Mapping Phase is where vision takes shape. Wearing the Technician Hat means

The Project List

Project List Page The project list gives you an overview of your projects and ac

Social System Mapping Principles

The original network visualization tools (as well as, perhaps, the underlying sc

The ‘Show Don’t Persuade’ Principle

One of my first insights into this kind of project is that ‘network mapping’ or

Impact on Survey When Loading Pre-Existing Data | Tiers III & IV

Tiers III & IV enable you to incorporate data about your members that you’ve

The Create Survey Workspace

Tiers II, III & IV include a survey / member profile.  You customize your su

How to Re-Order Your Survey Question Options (temporary work-around available in Tiers III & IV only)

There’s one place where sumApp is not yet as flexible as it should be, if we’re

Tier Differences in The Survey Builder

The Survey Editor will be slightly different, depending on which Tier you’ve sub

Changing Survey Questions and Options

sumApp was designed to enable you to test, reflect, learn, adapt and iterate thr

Custom Survey Filter | Tier IV

Sometimes the segment filter on the connections page just isn’t enough. Your pop

Planning for Kumu When Defining Field Types

Most surveys aren’t designed with complex data-visualization in mind, so even pe

Connection Options | Tiers I & II

You can change your options in Setup > Define connection options  – #1 &

Understanding Connections in the Social System Mapping Context

The Connections Page of the Member View represents the key functionality of sumA

sumApp Member View | Bio Page

The Bio page is the first page your members will see when the click on the link

sumApp Member View | Connections Page

Purpose of the Connections Page The Connections Page represents sumApp’s core fu

Understanding sumApp Tiers

Our initial intention when creating sumApp – in addition to creating the tool we

How To Transfer A Project To Another User

If you need to transfer a project to another user, we can do that for you. To do

Survey Field Types

Types of fields available in the survey 1) Text input. Open ended short text fie

How To Load Pre-Existing Data Into sumApp | Tiers III & IV

What Is ‘Pre-Existing’ Data? Pre-existing data is information about your members

Adding Members With Pre-Existing Data

Tiers I and II only allow you to load the core fields necessary for sumApp to fu

The ‘Data That Makes a Difference’ Principle

I stole this phrase from Michael Quinn Patton’s upcoming book ‘Blue Marble Evalu

The Sensitizing Principle

A social system map can instigate lot’s of great actions. A social system map ca

Understanding your map embed options

Now that you can use sumApp with two different platforms, we figured you’d want

How to Change the Date Format in Excel to a Different Locale Other than English (USA)

Link for Walk-through Method 1: How to change the Date Format in Excel Link for

Instructions for Using Tim’s Header Maker – Simplified Version

Instructions for Tim’s Header MakerSimplified VersionMar 25, 2024 Video Tutorial

Instructions for Using Tim’s Header Maker Part 2

Instructions for Tim’s Header MakerPublic Full VersionJul 25, 2024 Video Tutoria

Multi-Modal Connection Option Field Types | Tiers III & IV

Most of the connection field types are identical to the survey field types, but

The Define Connection Options Workspace | Tiers III & IV

Defining connection options in Tiers III & IV is very similar to setting up

Understanding and Preparing the Three Email Template Types

Why have three templates? sumApp was designed to be what we call ‘evergreen’ – i

Project Settings

Settings for all Tiers The aspects of the Member Views (outside of the survey an

How to Add the Kumu Embed Link Into sumApp

Once your map is ready to share, you can put the Kumu embed link to show it with

Introduction to Project Setup

The project setup tabs are how you access everything related to customizing your

Understanding the URL field on the Bio page

Graph Commons, just like Kumu, is fussy about how your data is structured (hence

The Three General Phases

Social System Mapping unfolds in three fluid, overlapping phases — Envisioning,

What is Social System Mapping?

Social System Mapping is an expanded version of Network Mapping that is emerging

The Purpose of Social System Mapping

Social system mapping (SSM) is a new mapping practice that can present on the su

Video of a Social System Mapping Presentation to the Blue Marble Evaluation Network

Sarah Shanahan of the RE-AMP Network and I recently had the honor of presenting

Why think about each phase separately?

A guide to starting your Social System Mapping journey with small, intentional s

sumApp Overview

sumApp Overview If you’d like a little orientation to sumApp, this 57 second vid

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