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

Article 4: The Stacey Matrix

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Understanding Contexts for Creating Generative Conditions

This is the fourth article in an 8-week series exploring foundational systems thinking concepts that deepen your social system mapping practice. Originally written for the 2025 RE-AMP Systems Thinking Academy, and published in my blog these concepts help you understand and work more effectively with the living systems you’re mapping.
While the dynamics of a Complex Adaptive System (CAS) reveal the fundamental forces at play, the Stacey Matrix offers a complementary lens. It provides a visual and conceptual framework for understanding the nature of complexity within human systems — particularly when it comes to decision-making and collective action.
For sumApp users: Understanding where your mapping project sits on the Stacey Matrix helps you choose the right approach for facilitating conversations, interpreting data, and supporting system change. Different types of complexity require different facilitation strategies and different ways of engaging with your findings.
The Stacey Matrix plots situations along two distinct but interrelated dimensions:
  • Agreement (Social Dimension): The degree of consensus among stakeholders about what needs to be done. Low agreement signals diverse perspectives, values, and priorities — calling for relational skills like dialogue, perspective-taking, and facilitation.
  • Certainty (Technical Dimension): The degree of predictability in outcomes based on cause-and-effect understanding. Low certainty indicates technical complexity, requiring expertise, experimentation, and exploratory learning.
By mapping situations along these social and technical axes, we gain insight into the nature of the system’s complexity — and how we might best engage it.
Understanding these dynamics matters because while we cannot directly control outcomes in a CAS, we can shape the conditions that influence a system’s trajectory. The Stacey Matrix serves not as a recipe book for action, but as a pattern-sensing guide — helping us match our engagement to the living context we are entering.

The Matrix and Its Zones

Simple (High Agreement, High Certainty)

Stable situations where cause-and-effect is clear, problems are well-defined, and solutions are widely agreed upon. A gear-logic approach (top-down planning, standard procedures) can be effective here — because the system conditions are predictable and directly linked.
In mapping practice: Your stakeholders agree on what needs to be mapped and why. The relationships are straightforward to identify and categorize. You can use standard mapping processes and expect predictable insights.

Socially Complicated (Low Agreement, High Certainty)

Solutions may be clear and predictable, but divergent values, politics, or power dynamics make the situation turbulent. The relational field is complex and collaboration is difficult. Conditions for success require not just technical expertise but attention to building trust, fostering dialogue, and navigating the relational field.
In mapping practice: The technical aspects of mapping are clear, but stakeholders have different views on what should be mapped, who should be included, or how the results should be used. Success requires relationship-building and careful attention to power dynamics in your mapping process.

Technically Complicated (High Agreement, Low Certainty)

There is broad alignment on goals, but uncertainty about how to achieve them. The technical landscape is complex and the pathways forward are not fully known. Conditions for success involve gathering diverse expertise, encouraging experimentation, strengthening information flows, and coordinating across boundaries. Progress emerges through iterative learning and adaptive exploration, not predefined plans. Even with agreement on the “what,” the “how” must be discovered through interaction with a shifting environment.
In mapping practice: Everyone agrees on the importance of mapping the system, but the relationships are complex and hard to categorize. You need to experiment with different relationship types, gather diverse perspectives on how connections work, and allow your mapping framework to evolve as you learn more about the system.

Complex (Low Agreement, Low Certainty)

Conditions are unpredictable and fluid, shaped by dynamic relationships and emergent patterns. There is little consensus on goals, little clarity on cause-and-effect. Success relies on cultivating environments for continuous learning, strengthening connections, navigating tensions with care, and supporting experiments that reveal emerging possibilities. Here, creating conditions means deepening trust, amplifying feedback loops, sensing into the evolving field, and embracing adaptive action. Solutions arise not from planning, but from relational responsiveness to what is unfolding.

Chaotic (Very Low Agreement, Very Low Certainty)

Conditions are unstable and volatile, with no clear patterns of cause-and-effect and no shared understanding of goals or priorities. In chaos, relationships fragment, information flows break down, and actions tend to become reactive or panicked. Creating conditions in chaos requires immediate stabilization: taking decisive action to create enough safety, coherence, and anchoring for more adaptive strategies to become possible. Prolonged chaos risks collapse. The task is not to impose control, but to calm turbulence enough for connection, learning, and resilience to re-emerge.
In mapping practice: The system you’re trying to map is in crisis or rapid transition. Relationships are unstable, stakeholders are overwhelmed, and normal mapping processes feel irrelevant. You may need to focus first on creating basic stability and trust before any systematic mapping can begin.

Complexity Within Systems

Living systems are rarely uniform. Within any system, different parts may exist in different states of stability and complexity — sometimes even pulling in different directions.
Healthy systems don’t aim for uniform conditions. They weave a living balance: pockets of coherence and stability provide anchoring and resilience, while zones of fluidity and exploration allow for adaptation, renewal and surprise.
Navigating complexity, then, is not about forcing the whole system toward a single state. It’s about sensing what each part needs: where stability nourishes life, where emergence must be tended, and where space must be opened for new patterns to unfold.

Why this matters for your mapping practice

The Stacey Matrix reminds us that effective stewardship is relational. It invites us to ask:
  • Where might we strengthen anchoring conditions?
  • Where might we open space to invite emergence?
  • Where might we simply listen more deeply to what the system itself is longing to become?
Applied to sumApp projects:
  • Assess the complexity of your mapping context before designing your process
  • Match your facilitation approach to the type of complexity you’re facing
  • Recognize when technical mapping challenges require social solutions (and vice versa)
  • Adapt your timeline and expectations based on the complexity conditions
  • Use different engagement strategies for different stakeholder groups based on their complexity context
  • Know when to proceed with standard processes vs. when to embrace experimentation
Working skillfully with living systems means learning to dance between these dynamics — with patience, discernment, and care.
🔍 Appendix C: Understanding Framework Variations
Before we dive into examples, it’s important to know that there are several frameworks that explore similar territory, including the Human Systems Dynamics (HSD) Landscape Diagram and Dave Snowden’s Cynefin Framework. Each emerged from early systems thinking research and offers valuable ways of seeing complexity. For our purposes, however, we work primarily with the original Stacey Matrix. It most clearly distinguishes between technical complexity (low certainty) and social complexity (low agreement) — a distinction that is crucial for the kind of relational, systemic work we are undertaking.
🔍 Appendix D: Examples of System States in the Stacey Matrix (Impact Network Context)
Simple Example:
Implementing a standardized reporting template across organizations where both the value and the process are well agreed upon.
Socially Complicated Example:
Rolling out a set of equitable engagement principles where technical best practices are clear, but diverse cultures and power dynamics create resistance.
Technically Complicated Example:
Building a shared online knowledge platform: agreed upon in principle, but requiring exploration and expertise to develop effectively.
Complex Example:
Shifting entrenched community norms around a social issue, where causes are debated and outcomes are unpredictable.
Chaotic Example:
Responding to an external crisis (natural disaster, sudden policy change) where rapid, stabilizing action must precede collaboration and adaptation.

Continue the series: Follow the complete 8-week series to deepen your understanding of the systems thinking that makes social system mapping truly transformational.
Next: Article 5 introduces the HSD Theory of Change — the bridge from understanding complexity to engaging it through Adaptive Action and Pattern Logic.

 

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Article 4: The Stacey Matrix

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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

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Opt In Form

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Intro to Member Views

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StoryTelling

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sumApp Member View | Map Page

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Importing Connections from Another Project | Tier IV

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The Status Report

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How To Insert The Live JSON Link Into Kumu

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

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How the Segments Work in the Members Connections View

sumApp Member View | Survey Page

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Approaches to Mapping People AND Organizations

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Understanding Your Data Flow Options

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Download Data

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

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Accounts Needed for Social System Mapping

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Map Literacy – Example #1

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Networkism – The New Cultural Meme

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It’s a New Language That is Emerging

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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

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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

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sumApp Pricing Table

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

sumApp Features by Tier

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How To Upgrade Your Account

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Cancelling Your Account or Downgrading to Tier I

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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

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Member Views and Admin Views

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How to Start Mapping – Create a Pilot/Prototype Map

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

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

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

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Introduction to The sumApp Data Management Tab

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Using the Graph Commons data output

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sumApp Content Development

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Turning Data-Flows Into a Practice

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The Mapping Phase: Wearing the Technician Hat

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The Project List

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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

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The Create Survey Workspace

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

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Tier Differences in The Survey Builder

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Changing Survey Questions and Options

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Custom Survey Filter | Tier IV

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Planning for Kumu When Defining Field Types

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Connection Options | Tiers I & II

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Understanding Connections in the Social System Mapping Context

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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

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Understanding sumApp Tiers

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

How To Transfer A Project To Another User

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Survey Field Types

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

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Adding Members With Pre-Existing Data

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The ‘Data That Makes a Difference’ Principle

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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)

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Instructions for Using Tim’s Header Maker – Simplified Version

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Instructions for Using Tim’s Header Maker Part 2

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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

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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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