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Updating your profile in sumApp takes less time than brushing your teeth—but can help reshape your entire network’s ability to create change.

Why think about each phase separately?

Estimated reading: 6 minutes 46 views Contributors

🌱 Start Small, Stay Curious: The Cycle of Learning in Social System Mapping

⚠️ The Risk of Front-Loading

Yes, you can plow through the entire mapping process as if it’s one big, linear project with a single final deliverable — like “a map” or “an analysis.”

But if you go that route, you’ll need to finalize your vision, technical setup, and sensemaking views all up front. You’ll only get one shot at each step.

And that defeats — or at least confuses — one of the core purposes of Social System Mapping:
To engage in an emergent process of learning and discovery, together.

Even more importantly: you’re not ready to finalize anything up front yet.
Your network can’t fully see what this is yet — and no matter how much you might wish otherwise, you can’t see it for them.

As they begin to see into the process, you will start to see it differently too.
Everyone’s understanding evolves. That’s part of the point.

I’ve participated in several projects that ultimately fell short because they began with too much ambition, aimed in the wrong direction. Not because they failed to produce a product — but because that product missed the mark. It didn’t connect. It didn’t engage. It didn’t become alive within the network.

🌀 Begin with a Gentle Prototype

So: don’t get too far ahead of yourself.
Instead, start with a quick walk-through of all three phases — Envisioning, Mapping, and SenseMaking.

Keep it simple. Just a small handful of people with a high tolerance for experimentation. Treat it like an emergent prototype. The goal isn’t polish — it’s orientation.

Use this round to:

  • Get your feet wet
  • Learn the tools
  • Start to imagine what this will feel like from the perspective of someone who knows nothing about mapping

This small, simple start will give you more clarity and confidence — and prepare you to facilitate a broader, more inclusive envisioning process later.

🔁 The Value of Repeating the Cycle

After that first rough cycle, come back to the Knowledge Base.
It will start to make more sense now that you’ve had a full-body experience of what the work feels like.

Then run another cycle.
Still small, but a little deeper.

  • Test a few new survey questions
  • Involve a few more people
  • Use what you’ve created so far to spark conversation
  • Ask:
    • What’s missing?
    • What else could we be gathering?
    • How does this land with people on the map?
    • How about those who aren’t yet on it?

This second round of prototyping opens up a new level of insight.
Now you’re not just making a map — you’re beginning to think together in a new way.

You’re beginning to ask:

  • What does it mean to visualize our connections — both actual and potential?
  • How do we learn to think systemically, as a group?
  • How do we use this new visual language to have conversations we couldn’t otherwise have?

⛔ The Illusion of “Done”

Another risk of front-loading is the belief that once the map is built, it’s “done” — like a website you can launch and walk away from.

But it doesn’t work like that.

People won’t use the map until they’ve learned its language — until it means something to them.

Think about how you learned to read.
You didn’t start with an encyclopedia and a couple of lessons.
You started with baby books — a few words at a time, with someone by your side, and lots of repetition.

Offer your network that same kindness.
Start where people are.
Not one step beyond that.

🌿 Readiness Is Relative

If your group already knows this visual language, and people are energized to wordsmith the survey and dive into a big collective process — wonderful. Begin there.

But if not — just take baby steps.
Cycle through the phases more times.

Start small, then deepen. Iterate. Let the process evolve with your network’s readiness.

And know this: no matter where you start, it never really ends.
You just continue spiraling deeper into collective awareness as the map morphs and matures.

🤝 When to Reach Out

Once you’ve moved through a couple of cycles, that’s a great time to begin engaging with the broader mapping community:

  • Join on-ramp sessions
  • Participate in community forums
  • Share what you’ve learned
  • Ask questions
  • Spark conversations about where to go next

Mapping can be lonely if you try to do it in isolation. But there’s a network of mappers who’ve been where you are — and who want to think with you.

🧠 Why the Phases Matter

These three phases — Envisioning, Mapping, SenseMaking — aren’t rigid steps.
They’re overlapping. Iterative.
They blur into each other and cycle endlessly.

But they also require different mindsets. Different activities.
Which means it’s helpful to think about which phase you’re in — so you can tend it more thoughtfully.

Let’s say you’ve already built a prototype and done some initial sensemaking. You’re starting to notice patterns. That’s great.

But this is also a good moment to go back to the beginning.
Start fresh.
Put on your beginner’s mind and ask:

  • What haven’t we mapped yet?
  • What don’t we know?
  • What’s still outside the frame?

🔍 Deepening Through Each Phase

Envisioning
Look again, with new eyes. Are there systemic dynamics your network is trying to impact that the current map doesn’t yet capture? Can you find ways to visualize those?

Mapping
Explore new possibilities in the tools.
What haven’t you used yet in sumApp or Kumu?
Could your views tell a different story?
Are there features waiting to be unlocked?

SenseMaking
Is the current map surfacing what your network needs to see?
Are you seeing what is — or beginning to ask about what could be?

Each round opens a new layer of depth.
Each cycle creates new possibilities.

And the invitation remains the same:
Start where you are. Stay curious. And keep going

 

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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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