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The private sector has been using dashboards for quite some time, but international development organizations face challenges when it comes to identifying the right data dashboards and accompanying systems for decision-making.

Our May 29th, 2015, Technology Salon (sponsored by The Rockefeller Foundation) explored data dashboards and data visualization for improved decision making with lead discussants John DeRiggi, Senior Data Architect, DAI; Shawna Hoffman, Associate Manager, Evaluation and Learning at The MasterCard Foundation; Stephanie Evergreen, Evergreen Data.

In short, we learned at the Salon that most organizations are struggling with the data dashboard process. There are a number of reasons that dashboards fail. They may never get off the ground, they may not deliver what was promised, they may deliver but no one uses them, or they may deliver but the data is poor and bad decisions are made. Using data for better decision-making is an ongoing process – not a task or product to complete and then relegate to automation. Just getting a dashboard up and running doesn’t guarantee that it’s a success – it’s critical to look deeper to see if the data and its visualization have actually improved decisions and how. Like with any ICT tool, user centered design and ongoing iteration are key. Successful dashboards are organized, useful, include targets, and have trends and predictions. Organizational culture and change management are critical in the process.

Points discussed in detail*:

1) Ask whether you actually need a dashboard

The first question to ask is whether a dashboard is needed or possible. One discussant, who specializes in data visualization, noted that she’s often brought in because someone wants to do data visualization, and she then needs to work backwards with the organization through a number of other preparatory steps before getting to the part on data visualization. It’s critical to have data dashboard discussions with different parts of the organization in order to understand real needs and expectations. Often people will say they need a dashboard because they want to make better decisions, noted another lead discussant. “But what kind of decisions, and what information is needed to make those decisions? Where does that information come from? Who will get it?”

2) Define the audience and type of dashboard

People often think that they can create one dashboard that will fulfill everyone’s needs. As one discussant put it, they will say the audience for the dashboard is “everyone – all decision makers at all levels!” In reality most organizations will need several dashboards for different levels of decision-making. It’s important to know who will own it, use it, keep it up, and collect the data. Will it be internal or externally facing? Discussing all of this is a key part of the process of thinking through the dashboard. As one discussant outlined, dashboards can be strategic, analytical or operational. But it’s difficult for them to be all three at once. So organizations need to come to a clear understanding of their data and decision-making needs. What information, if available, would help different teams at different levels with their decision making? One dashboard can’t be everything to everyone. Creating a charter that outlines what the dashboard project is and what it aims to do is a way to help avoid mission creep, said one discussant.

3) Work with users to develop your dashboard

To start off the process, it’s important to clearly identify the audience and find out what they need – don’t assume you know, recommended one discussant. But also, as a Salon participant pointed out, don’t assume that they know either. Have a conversation where their and your expertise comes together. “The higher up you go, the less people may understand about data. One idea is to just take the ‘data’ out of the conversation. Ask decision-makers what questions they are trying to answer, what problems they are trying to solve. Then find out how to collect and visualize the data that helps them answer their questions,” suggested another participant. Create ownership and accountability at all levels – with users, with staff who will input the data, with project managers, with grantees – you need cooperation from all levels noted others. Clear buy-in will also help with data quality. If people see the results of their data coming out in a data visualization, they may be more inclined to provide quality data. One way to involve users is to gather different teams to talk about their data and to create ‘entity relationship models’ together. “People can get into the weeds, and then you can build a vocabulary for the organization. Then you can use that model to build the system and create commonality across it,” said one discussant. Another idea is to create paper prototypes of dashboards with users so that they can envision them better.

4) Dashboards help people engage with the data they’ve collected

A dashboard is a window into your data, said one participant. In some cases, seeing their data visualized can help staff to see that they have been providing poor quality data. “People didn’t realize how bad their data was until they saw their dashboard,” said one discussant. Another noted that people may disagree with what the data tells them in the dashboard and feel motivated to provide better data. On the other hand, they may realize that their data was actually good, and instead they need to improve ineffective programs. A danger is that putting a dashboard on top of bad data shines a light on the data, said one participant, and this might create an incentive for people to manipulate their data.

5) Don’t be over-ambitious

Align the dashboard with indicators that link to strategic goals and directions and stay focused, recommended one discussant. There is often a temptation to over-complicate with tons of data and visuals. But extraneous data leads to misinterpretation or distraction. Dashboards should make complex data available in an accessible way to users, she said. You can always make more visuals if needed, but you want a concise story told in the data and visuals that you’re depicting. Determine what is useful, productive and credible and leave out what is exciting but extraneous. “Don’t try to have 30 indicators.”

6) Be clear about your data categories and indicators

Rolling up data from a large number of different programs into a dashboard is a huge challenge, especially if different sites or programs are using different data models. For example, if one program is describing an activity as a ‘workshop’ and the other uses ‘training session,’ said one discussant, you have a problem. A Salon participant explained that her organization started with shallow but important common denominators across programs. Over time they aim to go deeper to begin looking at outcomes and impact.

7) Think through how you’ll sustain the dashboard and related system(s)

One discussant said that her organization established three different teams to work on the dashboard process: a) Metrics – Where do we have credible representative data? Where do we have indicators but we don’t have data? b) Plumbing: Where are the data sources? How do they feed into each other? Who is responsible, and can this be aggregated up? And c) Visualization: What visual would help different decision makers make their decisions? Depending on where the organization is in its stage of readiness and its existing staff capacities, different combinations of skill sets may be required to supplement existing ones. Data experts can help teams understand what is possible, yet program or management teams and other dashboard users also need to be involved so that they can identify the questions they are trying to answer with the data and the dashboard.

8) Don’t underestimate the time/resources needed for a functional dashboard

People may not realize that you can’t make a dashboard without data to support it, noted one participant. “It’s like a power point presentation… a power point doesn’t just appear out of nowhere. It’s a result of conversations, research, data, design and more. But for some reason, people think a dashboard will just magically create itself out of thin air.” People also seem to think you can create and launch a dashboard and then put it on autopilot, but that is not the case. The dashboard will need constant changes and iteration, and there will be continual work to keep it up. The questions being asked will also likely change over time and so the dashboard may need to shift to take this into consideration. Time will be required to get buy-in for the dashboard and its use. One Salon participant said that in her former organization, they met quarterly to present, use and discuss the dashboard, and it took about 2 years in order for it to become useful and for people to become invested in it. It’s very important, said one participant, to ensure that management knows that the dashboard is not a static thing – it will need ongoing attention and management.

9) Be selective when it comes to the technology

People tend to think that dashboards are just visual, said a Salon participant. They think they are really cool, business solution platforms. Often senior leadership has seen been pitched something really expensive and complicated, with all kinds of bells and whistles, and they may think that is what they need. It’s important to know where your organization is in terms of capacity before determining which technology would be the best fit, however, noted one discussant. She counseled organizations to use whatever they have on hand rather than bringing in new software that takes people 6 months to learn how to use. Simple excel-based dashboards might be the best place to start, she said.

10) Legacy systems can be combined with new data viz capabilities

One discussant shared how his company’s information system, which was set up over 15 years ago, did not allow for the creation of APIs. This meant that the team could not build derivative software products from their massive existing database. It is too expensive to replace the entire system, and building modules to replace some of it would lead to fragmenting the user experience. So the team built a thin web service layer on top of the existing system. This exposed the data to friendly web formats from which developers could build interactive products.

11) Be realistic about “real time” and “data quality”

One question that came up was around the the level of evidence needed to make good decisions. Having perfect data served up into a perfect visualization is utopian, said one Salon participant. The idea is that we could have ‘real time’ data to inform our decisions, she explained, yet it’s hard to quality check data so quickly. “So at what level can we say we’ll make decisions based on a level of certainty – is it when we feel 80% of the data is good quality? Do we need to lower that to 60% so that we have timely data? Is that too low?” Another question was around the kinds of decisions that require ‘real time’ data versus those that could be made based on data that is 3 to 6 months old. Salon participants said this will depend on the kind of program and the type of decision. The sector in which one is working may also determine the level of comfort with real time and with data quality – for example, the humanitarian sector may need more timely data and accept a lower level of verification whereas the development sector may be the opposite.

Another point was that dashboards should include error bars and available metadata, as well as in some cases a link to raw data for those who want to dig into the data and understand what is behind the dashboard. Sometimes the dashboard process will highlight that there is simply not much quality data available for some programs in some countries. This can be an opportunity to work with staff on the ground to strengthen capacity to collect it.

12) Relax

As one discussant said, “much of the concern about data quality is related to our own hang-ups as data nerds and what we feel comfortable putting out there for people to use to make decisions. We always say ‘we need more research.’” But here the context is different. “Stakeholders and management want the answer. We need to just put the data out there with some caveats to help them.” One way to offer more context for a dashboard is creating a dashboard report that provides some narrative alongside the visualization. Dashboards should also show trends, not only what has happened already, she said. People need to see trends towards the future so that decisions can be made. It was also pointed out that a dashboard shouldn’t be the only basis for decisions. Like a car dashboard – these data dashboards signal that something is changing but you still need to look under the hood to see what it is. The dashboard should trigger questions – it should be a launch pad for discussion.

13) Organizational culture is a huge part of this process

The internal culture and people’s attitudes towards data are embedded into how an organization operates, noted one Salon participant. This varies depending on the type of organization – an evaluation focused organization vs. a development organization vs. a contractor vs. a humanitarian organization, for example. Outside consultants can help you to build a dashboard, but it will be critical to have someone managing organizational change on the inside who knows the current culture and where the organization is aiming to go with the dashboard process. The process is getting easier, however. Many organizations are thirsty for data now, noted one lead discussant. “Often the research or evaluation team create a dashboard and send it to the management team, and then everyone loves it and wants one. People are ready for it now.”

More resources on data dashboards and visualization.

Special thanks to our lead discussants and to our hosts for this Salon! If you’d like to join our Salon discussions in the future, sign up at the Technology Salon site.

*Salons run under Chatham House Rule, so no attribution has been made in this post.

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Screen Shot 2015-04-23 at 8.59.45 PMBy Mala Kumar and Linda Raftree

Our April 21st NYC Technology Salon focused on issues related to the LGBT ICT4D community, including how LGBTQI issues are addressed in the context of stakeholders and ICT4D staff. We examined specific concerns that ICT4D practitioners who identify as LGBTQI have, as well as how LGBTQI stakeholders are (or are not) incorporated into ICT4D projects, programs and policies. Among the many issues covered in the Salon, the role of the Internet and mobile devices for both community building and surveillance/security concerns played a central part in much of the discussion.

To frame the discussion, participants were asked to think about how LGBTQI issues within ICT4D (and more broadly, development) are akin to gender. Mainstreaming gender in development starts with how organizations treat their own staff. Implementing programs, projects and policies with a focus on gender cannot happen if the implementers do not first understand how to treat staff, colleagues and those closest to them (i.e. family, friends). Likewise, without a proper understanding of LGBTQI colleagues and staff, programs that address LGBTQI stakeholders will be ineffective.

The lead discussants of the Salon were Mala Kumar, writer and former UN ICT4D staff, Tania Lee, current IRC ICT4D Program Officer, and Robert Valadéz, current UN ICT4D staff. Linda Raftree moderated the discussion.

Unpacking LGBTQI

The first discussant pointed out how we as ICT4D/development practitioners think of the acronym LGBTQI, particularly the T and I – transgender and intersex. Often, development work focuses on the sexual identity portion of the acronym (the LGBQ), and not what is considered in Western countries as transgenderism.

As one participant said, the very label of “transgender” is hard to convey in many countries where “third gender” and “two-spirit gender” exist. These disagreements in terminology have – in Bangladesh and Nepal for example – resulted in creating conflict and division of interest within LGBTQI communities. In other countries, such as Thailand and parts of the Middle East, “transgenderism” can be considered more “normal” or societally acceptable than homosexuality. Across Africa, Latin America, North America and Europe, homosexuality is a better understood – albeit sometimes severely criminalized and socially rejected – concept than transgenderism.

One participant cited that in her previous first-hand work on services for lesbian, gay and bisexual people; often in North America, transgender communities are prioritized less in LGBTQI services. In many cases she saw in San Francisco, homeless youth would identify as anything in order to gain access to needed services. Only after the services were provided did the beneficiaries realize the consequences of self-reporting or incorrectly self-reporting.

Security concerns within Unpacking LGBTQI

For many people, the very notion of self-identifying as LGBTQI poses severe security risks. From a data collection standpoint, this results in large problems in accurate representation of populations. It also results in privacy concerns. As one discussant mentioned, development and ICT4D teams often do not have the technical capacity (i.e. statisticians, software engineers) to properly anonymize data and/or keep data on servers safe from hackers. On the other hand, the biggest threat to security may just be “your dad finding your phone and reading a text message,” as one person noted.

Being an LGBTQI staff in ICT4D

 Our second lead discussant spoke about being (and being perceived as) an LGBTQI staff member in ICT4D. She noted that many of the ICT4D hubs, labs, centers, etc. are in countries that are notoriously homophobic. Examples include Uganda (Kampala), Kenya (Nairobi), Nigeria (Abuja, Lagos), Kosovo and Ethiopia (Addis). This puts people who are interested in technology for development and are queer at a distinct disadvantage.

Some of the challenges she highlighted include that ICT4D attracts colleagues from around the world who are the most likely to be adept at computers and Internet usage, and therefore more likely to seek out and find information about other staff/colleagues online. If those who are searching are homophobic, finding “evidence” against colleagues can be both easy and easy to disseminate. Along those lines, ICT4D practitioners are encouraged (and sometimes necessitated) to blog, use social media, and keep an online presence. In fact, many people in ICT4D find posts and contracts this way. However, keeping online professional and personal presences completely separate is incredibly challenging. Since ICT4D practitioners are working with colleagues most likely to actually find colleagues online, queer ICT4D practitioners are presented with a unique dilemma.

ICT4D practitioners are arguably the set of people within development that are the best fitted to utilize technology and programmatic knowledge to self-advocate as LGBT staff and for LGBT stakeholder inclusion. However, how are queer ICT4D staff supposed to balance safety concerns and professional advancement limitations when dealing with homophobic staff? This issue is further compounded (especially in the UN, as one participant noted) by being awarded the commonly used project-based contracts, which give staff little to no job security, bargaining power or general protection when working overseas.

Security concerns within being an LGBTQI staff in ICT4D

A participant who works in North America for a Kenyan-based company said that none of her colleagues ever mentioned her orientation, even though they must have found her publicly viewable blog on gender and she is not able to easily disguise her orientation. She talked about always finding and connecting to the local queer community wherever she goes, often through the Internet, and tries to support local organizations working on LGBT issues. Still, she and several other participants and discussants emphasized their need to segment online personal and professional lives to remain safe.

Another participant mentioned his time working in Ethiopia. The staff from the center he worked with made openly hostile remarks about gays, which reinforced his need to stay closeted. He noticed that the ICT staff of the organization made a concerted effort to research people online, and that Facebook made it difficult, if not impossible, to keep personal and private lives separate.

Another person reiterated this point by saying that as a gay Latino man, and the first person in his family to go to university, grad school and work in a professional job, he is a role model to many people in his community. He wants to offer guidance and support, and used to do so with a public online presence. However, at his current internationally-focused job he feels the need to self-censor and has effectively limited talking about his public online presence, because he often interacts with high level officials who are hostile towards the LGBTQI community.

One discussant also echoed this idea, saying that she is becoming a voice for the queer South Asian community, which is important because much of LGBT media is very white. The tradeoff for becoming this voice is compromising her career in the field because she cannot accept a lot of posts because they do not offer adequate support and security.

Intersectionality

Several participants and discussants offered their own experiences on the various levels of hostility and danger involved with even being suspected as gay. One (female) participant began a relationship with a woman while working in a very conservative country, and recalled being terrified at being killed over the relationship. Local colleagues began to suspect, and eventually physically intervened by showing up at her house. This participant cited her “light skinned privilege” as one reason that she did not suffer serious consequences from her actions.

Another participant recounted his time with the US Peace Corps. After a year, he started coming out and dating people in host country. When one relationship went awry and he was turned into the police for being gay, nothing came of the charges. Meanwhile, he saw local gay men being thrown into – and sometimes dying in – jail for the same charges. He and some other participants noted their relative privilege in these situations because they are white. This participant said he felt that as a white male, he felt a sense of invincibility.

In contrast, a participant from an African country described his experience growing up and using ICTs as an escape because any physical indication he was gay would have landed him in jail, or worse. He had to learn how to change his mannerisms to be more masculine, had to learn how to disengage from social situations in real life, and live in the shadows.

One of the discussants echoed these concerns, saying that as a queer woman of color, everything is compounded. She was recruited for a position at a UN Agency in Kenya, but turned the post down because of the hostility towards gays and lesbians there. However, she noted that some queer people she has met – all white men from the States or Europe – have had overall positive experiences being gay with the UN.

Perceived as predators

One person brought up the “predator” stereotype often associated with gay men. He and his partner have had to turn down media opportunities where they could have served as role models for the gay community, especially poor, gay queer men of color, (who are one of the most difficult socioeconomic classes to reach) out of fear that this stereotype may impact on their being hired to work in organizations that serve children.

Monitoring and baiting by the government

One participant who grew up in Cameroon mentioned that queer communities in his country use the Internet cautiously, even though it’s the best resource to find other queer people. The reason for the caution is that government officials have been known to pose as queer people to bait real users for illegal gay activity.

Several other participants cited this same phenomenon in different forms. A recent article talked about Egypt using new online surveillance tactics to find LGBTQI people. Some believe that this type of surveillance will also happen in Nigeria, a notoriously hostile country towards LGBTQI persons and other places.

There was also discussion about what IP or technology is the safest for LGBTQI people. While the Internet can be monitored and traced back to a specific user, being able to connect from multiple access points and with varying levels of security creates a sense of anonymity that phones cannot provide. A person also generally carries phones, so if the government intercepts a message on either the originating or receiving device, implications of existing messages are immediate unless a user can convince the government the device was stolen or used by someone else. In contrast, phones are more easily disposable and in several countries do not require registration (or a registered SIM card) to a specific person.

In Ethiopia, the government has control over the phone networks and can in theory monitor these messages for LGBTQI activity. This poses a particular threat since there is already legal precedent for convictions of illegal activity based on text messages. In some countries, major telecom carriers are owned by a national government. In others, major telecom carries are national subsidiaries of an international company.

Another major concern raised relates back to privacy. Many major international development organizations do not have the capacity or ability to retain necessary software engineers, ICT architects and system operators, statisticians and other technology people to properly prevent Internet hacks and surveillance. In some cases, this work is illegal by national government policy, and thus also requires legal advocacy. The mere collection of data and information can therefore pose a security threat to staff and stakeholders – LGBTQI and allies, alike.

The “queer divide”

One discussant asked the group for data or anecdotal information related to the “queer divide.” A commonly understood problem in ICT4D work are divides – between genders, urban and rural, rich and poor, socially accepted and socially marginalized. There have also been studies to clearly demonstrate that people who are naturally extroverted and not shy benefit more from any given program or project. As such, is there any data to support a “queer divide” between those who are LGBTQI and those who are not, he wondered. As demonstrated in the above sections, many queer people are forced to disengage socially and retreat from “normal” society to stay safe.

Success stories, key organizations and resources

Participants mentioned organizations and examples of more progressive policies for LGBTQI staff and stakeholders (this list is not comprehensive, nor does it suggest these organizations’ policies are foolproof), including:

We also compiled a much more extensive list of resources on the topic here as background reading, including organizations, articles and research. (Feel free to add to it!)

What can we do moving forward?

  • Engage relevant organizations, such as Out in Tech and Lesbians who Tech, with specific solutions, such as coding privacy protocols for online communities and helping grassroots organizations target ads to relevant stakeholders.
  • Lobby smartphone manufacturers to increase privacy protections on mobile devices.
  • Lobby US and other national governments to introduce “Right to be forgotten” law, which allows Internet users to wipe all records of themselves and personal activity.
  • Support organizations and services that offer legal council to those in need.
  • Demand better and more comprehensive protection for LGBTQI staff, consultants and interns in international organizations.

Key questions to work on…

  • In some countries, a government owns telecom companies. In others, telecom companies are national subsidiaries of international corporations. In countries in which the government is actively or planning on actively surveying networks for LGBTQI activity, how does the type of telecom company factor in?
  • What datasets do we need on LGBTQI people for better programming?
  • How do we properly anonymize data collected? What are the standards of best practices?
  • What policies need to be in place to better protect LGBTQI staff, consultants and interns? What kind of sensitizing activities, trainings and programming need to be done for local staff and less LGBTQI sensitive international staff in ICT4D organizations?
  • How much capacity have ICT4D/international organizations lost as a result of their policies for LGBTQI staff and stakeholders?
  • What are the roles and obligations of ICT4D/international organizations to their LGBTQI staff, now and in the future?
  • What are the ICT4D and international development programmatic links with LGBT stakeholders and staff? How does LGBT stakeholders intersect with water? Public health? Nutrition? Food security? Governance and transparency? Human rights? Humanitarian crises? How does LGBT staff intersect with capacity? Trainings? Programming?
  • How do we safely and responsibility increase visibility of LGBTQI people around the world?
  • How do we engage tech companies that are pro-LGBTQI, including Google, to do more for those who cannot or do not engage with their services?
  • What are the economic costs of homophobia, and does this provide a compelling enough case for countries to stop systemic LGBTQI-phobic behavior?
  • How do we mainstream LGBTQI issues in bigger development conferences and discussions?

Thanks to the great folks at ThoughtWorks for hosting and providing a lovely breakfast to us! Technology Salons are carried out under Chatham House Rule, so no attribution has been made. If you’d like to join us for Technology Salons in future, sign up here!

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Our January 21st, 2015, Technology Salon examined the role of technology in addressing structural discrimination in the US. We were hosted by the Brooklyn Community Foundation (BCF), whose Director of Community Leadership, Tynesha McHarris, served as a lead discussant. Courtney D. Cogburn Assistant Professor of Social Work at Columbia University and Senior Advisor to the International Center for Advocates against Discrimination (ICAAD), joined as our second discussant.

Our discussion covered various angles, as summarized below, related to the central point of structural discrimination and racism.

Discrimination has multiple forms.

It can be observed at an individual level and in exchanges between people, but we shouldn’t reduce discrimination to a problem of an individual’s beliefs and behaviors, said our first lead discussant, Courtney. Rather we need to look at it as a complex whole that is embedded into structures and culture, and as a set of historic discriminatory patterns that produce systemic social disadvantage. “If we focus at the individual level, we will focus on individual accountability and individual solutions. Instead of looking at the systemic issues, we’ll encourage individuals to try harder, to be smarter, to stop being criminals. We’ll look at those who turn out OK as being exceptional,” she said.

“’I’m not racist’ doesn’t mean ‘I’m anti-racism.’ I don’t need you to like me, I need you to hate racism,” she continued. Interpersonal relationships won’t end structural and social disadvantage. This issue is also bigger than simple socio-economic status. So ending poverty won’t eradicate racism. In our society, there are two sides of the coin – discrimination or privilege, advantage or disadvantage. Our roles and our accountability here depend on how we came out in the coin toss.”

Empirical data on racism in the US are troubling.

As Courtney outlined:

  • Blacks and Hispanics are more likely to be rejected or receive worse terms on a loan — even when they have comparable financial backgrounds/risk to Whites
  • White men earn roughly 15% more than Black men with comparable education and experience
  • A White male with a felony conviction is more likely to be hired than a Black male with a clean record — all other factors being the same
  • Black women with a college degree have higher risk of premature/low birth weight than every other racial/ethnic group across levels of education
  • Even when accounting for various socio-economic status factors, including quality of health insurance: Blacks have an early onset, worse progression and premature death; they are more likely to be amputated and less likely to receive pain medication; and mothers exposed to discrimination while pregnant have higher stress hormones, which transfer over to their newborn children
  • Black men are 21 times more likely to be killed by a police officer. And Black men, our discussant argued, are also more likely to have their deaths mocked, for example, in the case of Trayvon Martin Halloween costumes and the Mike Brown musical.

In the US we fail to frame this as a human rights issue.

If we observed a similar situation happening elsewhere in the world, we would consider it a human rights issue, commented one participant. How can we change the debate in the US? Another felt we need to move the debate within the US from offering ‘charity’ to talking about ‘justice.’ “We need to talk about privilege and power, and philanthropy is about both – it’s older White men making decisions about money that impact the lives of people of color.”

Can technology help?

Social awareness and empathy are critical, as are data and equity-based policies, noted a discussant. Social awareness can help people see beyond their own realities. That might help more people to support equity-based policy. But we also need data in order to document discrimination. “If you don’t have an empirical base, people say ‘that’s just you, you’re playing the race card, Black people are just more violent.’ So we need data to show patterns of violence and discrimination in order to tackle this at the systemic level.” Newer technology can play a role with helping people empathize and with collecting data and visualizing patterns.

In the past several months, videos and hashtags have played a critical role in documenting racist incidents and engaging people and helping them to empathize, said a lead discussant. State violence and police violence are not new, but people are talking about them right now. “We shouldn’t lose sight of the fact that the #BlackLivesMatter movement was run by Black queer women. They are not being recognized for this, yet it’s been trending all over the world. At the same time, it makes me want to cry. I need a hashtag to tell the world that my life, the lives of Black people matter? Just having to state that is problematic.”

Amplifying stories, such as is happening in the ‘Serial’ podcast, which has caused a case to be re-opened, is another way that technology and media have addressed racism and built empathy through mainstream and social media. Gaming may also be a way to help people empathize, said another participant. Efforts are also being made to use virtual reality technology (oculus rift) to help people empathize with situations that they cannot personally experience. YouTube has been a powerful space for helping bring issues of structural racism and State sponsored violence against certain groups into the public eye both nationally and internationally.

“I’m from Cleveland,” noted another participant, “and I’ve been in touch with organizers working on the Tamir Rice case. Technology in that instance has been so helpful in organizing a disorganized city. We’re talking about Google groups and list serves being used in similar ways to how women used list serves and yahoo groups to organize post-Katrina relief. So technology can include even the bare minimum. Email is so powerful to organize mass amounts of people. The NY Justice League is also doing a lot of this kind of work.”

Tech can also help with transparency and credibility. “We found that putting data up on a website helped us to be credible and more transparent – it also gave us strength, backing and encouragement. We posted video narratives backed up with data, and this became part of our outreach and a focus for wider discussions about structural discrimination and issues like the criminal justice system and school suspensions,” commented one person.

Collecting and visualizing data is another arena where technology is useful in the case of structural discrimination, noted another participant, giving the example of hate crimes. “The New York Police Department only has reports of between 7 and 9 thousand hate crimes per year, yet the Department of Justice records up to 290k hate crimes. That is a data gap. We’ve argued that the absence of data is a structural issue. How can the State protect what it has no knowledge or record of? Tech and better data could fill this gap. Communities could report hate crimes through an app either directly to the police or to an NGO/civil society organization as a liaison if they felt uncomfortable reporting directly due to fear of the police.” Better tracking could help put more resources into preventing and following up on hate crimes.

We also need to be better at translating data for people and building empathy around it, said a discussant. “I think we have enough data. We know what’s going on. The issue is translating data across spaces. How can we create a collective body of data? And then there’s a big problem with framing of the issues. I can tell you all day long that Blacks are more likely to die early or be shot by the police, but if that doesn’t fit within your frame or align with your thinking, the data won’t matter.”

Obviously, tech can’t do it all!

“We can’t ask tech to do the work that our minds and hearts have to do,” said one person.

“In Ferguson, right after Mike Brown was murdered, I was close to the people running the Ferguson Action website. I watched a team of communications and web people trying to figure out how to talk about this with America. They were trying to make it compelling enough so that the world would respond to the death of a child, and that broke my heart a little.” People responded to Ferguson because of raw images of young people resisting that shocked us out of our senses, she added.

“We need organizers, lawyers, and communications strategists in this fight. We can’t expect for tech to take the place of work of courage, of seeing the world as it is, and knowing we have agency to change it. Without that website, without that hashtag, however, would the world have known what was happening?” she asked. “Technology and branding brought it to national and world attention.”

Despite that, however, young Black men are still getting shot. It’s still repeating itself. We need to open minds and hearts because there are fundamental beliefs that our media, our literature, our stories are cemented in. Changing minds and hearts is the work we still need to do, she commented.

Tech may divide communities and limit participation

As much as technology can help to support to organize people around human rights and social justice work, tech can also divide communities, noted one discussant. “In East New York, [during a consultation process in Brooklyn], we found that those who feel the most comfortable and confident using tech have been at an advantage when it comes to pushing for their opinions about what is happening in our communities. So they end up having a greater amount of participation in development processes in Brooklyn.” Often new ways of participating in these debates don’t take into consideration that many older people would prefer to find out about things through a flyer and to participate face to face or in community meetings. There are also people with disabilities and recent immigrants who tend to be left out as government starts to become e-government and consultations are more often conducted online.

We need to better understand technology used by and against our communities

“In doing research in Bed-Sty with young people of color on their social networks and tech use, I realized that I had a lot of assumptions about youth culture, mobile technology, and community relations, and they’ve all been challenged. As researchers, we need to continually ask ourselves how tech can help us document discrimination. We need to look at the hardware, the digital artifacts, the hashtags that help us to locate culture and document conversations,” said one person.

“These young people are on platforms I’ve never heard of,” she continued. “They are negotiating their identity spaces in ways I’ve never heard of before. I’m always asking ‘What are you doing? What does that mean?’ I’m asking about ethical and privacy issues and surveillance. I’m less interested in what they are doing when they are online or on their phones and more concerned about how their community is being watched from the outside and how that connects to what they do in their online spaces. There are lots of video cameras in their neighborhoods. They’ll ask me: will the police see my text messages? There is a concern and an acknowledgement of surveillance via social media and tech.” Another participant shared some detailed research on access to and use of technology among low income New Yorkers conducted by her organization.

What about teaching Black youth to code?

Some participants felt that efforts to teach Black and Latino you to code are critical to resolving structural discrimination. “One of the biggest economic justice issues in our country is young people of color not coding,” said one participant. “Coding lets you create things and you can generate income just by people downloading your app.” Currently the vast majority of coders are White and Asian males, and schools don’t tend to teach brown and black kids how to code, they said.

Others pushed back at this idea. “Young ppl I’m working with are not creating apps. They are trying to figure out how to use tech in their day-to-day lives – to create a resume, to find a job. We should be thinking about what are the possibilities and the challenges of having these devices in our communities. How do they constrain or offer support?” commented one person. Another noted “Access to tech is not as simple as ‘Do you have access to a computer and some will power.’ The problem is that systematically for the first 15 years of a young Black man’s life he gets the message that he is worthless. It’s not just parents, it’s teachers, it’s television, and it’s the structural issues. We need to also create environments that encourage Black youth.”

One discussant said that the default response is to point out individual success stories and to put effort into helping individuals who are disadvantaged, “but how about working more to shake things up at the top and hold the privileged and advantaged more accountable? Rather than ‘How do we help these poor kids,’ we should be asking, ‘how are we helping remedy this at its source?’”

These are social justice issues, commented another person. “So yes, teaching 10 year olds to code is great. But the problem is that this is a structural problem that hits 80 year olds, 60 year olds, 40 year olds, and 20 year olds. There is no quick fix. We need to continue to organize. And apps are not the real structural and systemic change that we need. We need to also talk about funding. There is no funding for a radically different way of thinking. It will take time. But how to put money behind big ideas?” she asked. “Can we seed and support more entrepreneurial work with youth in our communities? Is there a tech opportunity there? Can we use technology to link people to a tenant protection fund and to connect them with tenant rights information and eviction support? What would all that look like and how can we make it happen?”

The Brooklyn Insights report synthesizes input from individuals and community organizations across the boroughs and sets out priorities .

The Brooklyn Insights report synthesizes input from individuals and community organizations across the boroughs and sets out priorities.

We need more participatory design and cross-disciplinary teams

“Are the people we are trying to help at the table with us when we are designing?” asked a participant. “And can we do a better job of helping designers and coders to empathize with the people they are designing for? Can we get people out of their boxes and will they be willing to work in an environment where they feel consistently uncomfortable with their own privilege and power?”

“Are there places besides Tech Salon where these conversations are happening?” asked another person. Participants noted that there are hackathons but felt that normally they don’t lead to much in the way of real change. Doing a hackathon for and by a particular user community and tying developments into services that will still be there on Monday was one suggestion for remedying this gap.

Others asked how we could bring together multi-disciplinary teams that combine a deep knowledge of and experience in a community with social science, data science, law, and the social media capacity to help people empathize. A number of organizations present at the Salon are working with and/or conducting research in communities in Brooklyn or around issues of structural discrimination. Others specialize in creating technology for low-resource communities, and some are funding or otherwise supporting wider efforts to reduce structural discrimination. There was interest in continuing this discussion and addressing together some of the structural discrimination issues felt in Brooklyn communities and in the wider US.

Take a look at the BCF’s Insights report, which summarizes results from community consultations with over 1000 Brooklyn residents and numerous community organizations and offers a good overview of the core issues that Brooklyn communities are facing. And join us for Technology Salon Brooklyn, in collaboration with the Brooklyn Community Foundation, where we’ll meet (in Brooklyn) to discuss some of the issues raised and the role of technology in addressing or exacerbating them.

Thanks to ThoughtWorks for providing breakfast for us and to BCF for hosting! If you’d like to attend Technology Salon Brooklyn or Technology Salon New York City, sign up here to receive invitations!

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Our Technology Salon in New York City on Oct 7 focused on the potential of games and gamification in international development work. Joining us as lead discussants were Asi Burak (Games for Change), Nick Martin (TechChange), and Craig Savel and Stan Mierzwa from Population Council.

TechChange is a social enterprise that uses principles of gamification on its online education platform to incentivize learners to participate and interact. Games for Change has been around for 10 years, working on convening events and festivals about games for social change, curating and sharing these kinds of games, producing games in an effort to mainstream social issues, and providing strategy support for games. Population Council is using personalized avatars (participants select skin color and tone, weight, dress, piercings, and sexuality) to encourage US youth in low-income settings to provide health data through online surveys.

The three discussants provided background on their programs, benefits of gaming and gamification, and challenges they are facing. Then we opened up to a wider discussion, whose main points are summarized here:

Public perception about games is mixed. Some people believe in the potential of games for a range of goals. Interest in gaming in the field of development is growing quickly – but many organizations rush into gaming as a ‘silver bullet’ or trend and do not fully understand how to go about integrating game theory or creating games. Others believe games are shallow and violent and cannot be used for serious work like education or development.

More nuanced discussion is needed to distill out the various ways that games can support development. “The conversation needs to move from ‘why would you use games?’ to how can you use games? How do you succeed? What can we learn from failure? What methodologies work and what are the good practices? Games for Change is working on a typology report that would outline what games can do, when, where and how. The organization is also working to define how to measure success for different types of games. A learning/educational game is very different from an awareness raising or a behavior change game, and approaches need to reflect that fact.

Data extraction was one concern. “Are we just creating games so that we can extract and use people’s data? Or so that we can shift their behaviors from one thing to another?” asked a Salon participant. “Why not co-create and co-design games that provide benefits to the players and their communities rather than extracting information for our own purposes? Where are the games that encourage two-way conversations with authorities or NGOs? How can we use game theory to open up these discussions to make for more transparent conversations?”

Games by their very nature are more participatory than other media, others felt. “Traditional media are top down and linear, providing a scripted story that someone designed for us and where we have no choice as to the consequences. We can’t change the path, and there is one beginning and one end. But games are about participation and feedback. People surprise us by how they play our games. They get takeaways that we didn’t anticipate. At the same time, you can glean a lot of information about people from how they use, play, and move through games. So games are also very good for collecting information and evaluating people and their behaviors.”

(Co)-creation of games is indeed happening all over the world. Rather than create games in New York or DC, there are huge opportunities for working with local developers to create games that resonate with local audiences and communities. Some organizations use open source, free software such as Scratch, a game making software that even children are using to create games. “In Colombia, we used Scratch to engage kids who were going to Internet cafes and just doing emails and chatting. We trained the kids in 30 minutes and they learned to program in blocks and to do animations and make games,” reported one Salon participant.

Games and gamification resonate with all cultures because they stem from play, and all cultures play. There are cultural differences however that need to be considered, and even more important may be aspects like gender barriers, urban/rural differences, and access to the technology and platforms on which digital games are played. In rural Uganda, for example, one organization is using gaming in an online learning program with 3000 pharmacists to train them on how to use a new rapid diagnostic test for treating malaria. The gaming was not a problem, as the group was well versed in gaming concepts. The challenge was teaching the group to use computers. It’s likely that fewer women and girls game in some contexts because of their lower access to technology, lack of time, cultural/gender barriers.

Photo sourced from: Do Something, on http://mashable.com/2012/12/20/dosomething-texting/

Moving games to mobile may help reduce technology barriers. SMS gaming has been quite successful in some cases. One example cited at the Salon was DoSomething.org who created an SMS-based game around teen pregnancy that girls and their boyfriends could sign up for. They would receive texts from “the baby” asking for a diaper change, food, and other things, and this helped them to understand what having a baby might be like. The game was very social and engaged both males and females.

Building on existing viral trends was another suggestion for making better use of gaming. “The most successful and fast-spreading services over mobile seem to be horoscopes and tips. For example, viral spread of a game where someone records their voice, the app scrambles it, and they send it to their friend, is huge right now. How can we harness and try to better understand the potential of those types of threads in the communities where we are working?” asked one Salon participant. “In addition, there is an explosion of things like gambling games in China. What could development organizations do to tap into trends that have nothing to do with development, and piggyback on them?”

Balancing fun/games and learning/impact was another challenge or organizations using games. Some media houses are taking documentary films about serious issues and making them interactive through games so that people can engage more deeply with the story and information. One of these puts the viewer in the shoes of an investigative journalist working on a story about pirate fishing off the coast of Sierra Leone. “The challenge is balancing the need to tell a linear story with people’s desire to control the action, and how to land the player at the end point where the story actually should end.” The trade offs between greater interaction vs staying true to the story can be difficult to manage. Likewise, when using game theory in education, the challenge is balancing game play with the social issue. “We need to figure out how to reward for quality not quantity of participation when using gamification for learning,” said one Salon participant, “and figuring out how to avoid making the game the whole point and losing the learning aspect.”

What about girls and women and gaming? The field of gaming has traditionally appealed to men and boys, noted some, but what is behind this? Some Salon participants felt this was in part because of biological differences, but others felt that we may be playing into stereotypes by thinking that men like gaming and women like social media and communication. One study (by Matthew Kam), for example, notes that when girls in India were given mobile phones on which to play a literacy game, their brothers would often take the phones away and parents would not intervene.

Women are gaming – a lot! Statistically speaking, in the US and Europe, women are now around 50% of gamers. There is a big gap in terms of women game developers, however, and the gaming field is struggling intensely with the balance shifting to a more equal one between men and women.This has erupted into a controversy called ‘GamerGate’ that is rocking the gaming industry and provoking a heated (and often ugly) conversation. “Women who game and who develop games face an incredible amount of harassment online and in person because they are a minority in their field,” commented one Salon participant.

Few game developers are women. “Only 10% of game developers are women,” noted one Salon participant. “There is a lot of discussion in the sector on misogyny. If you play any of the more popular games, the main characters are always men.  Outspoken female developers talking about more inclusive games (as opposed to shooting games) have been targeted and harassed.” (See the recent backlash against Anita Sarkeesian). There is a sense from some male game developers that women developers are entering into a space and taking something away from it. An upcoming film called “GTFO” documents the situation. Though there are changes happening in the independent gaming sector and women are playing a bigger and more vocal role, this has not yet hit the mainstream. Until that happens, said one Salon participant, we will continue to see a lack of representation and agency of women in games/gaming similar to that which we see in the Hollywood movie industry. (See the Geena Davis Institute’s research on gender bias in the film industry.)

Can games reach low income gamers in ‘developing countries’? Much of the gaming dynamic will need to adapt if we want to reach lower income populations. Likely this will happen through mobile, but in places like Kenya and India, for example, people have mobiles but don’t download games. “It may take 5-10 years before people everywhere are downloading and playing mobile games,” said one Salon participant. In addition, there is a lot of work to be done on business models and monetization so that these efforts are sustainable. “People love free things. And they are not used to paying for things in the digital space.” In the meantime, analog games can also be hugely beneficial, and many organizations at present are using more traditional games in their work.

What would help organizations to work more with games and gamification? Areas for further exploration include:

  • Stories of surprise wins and successes
  • More evidence and analysis of what works and where/why/how/when/with whom
  • Better understanding of free content and business models and sustainability
  • More evidence that games contribute to learning, literacy, numeracy, behavior change (eg., studies like this one)
  • Better understanding by donors/organizations of the wider ecosystem that goes into creating a successful game
  • Funding that includes support for the wider ecosystem, not just funding to make a game
  • More work with local developers who are proficient at making games and who understand the local context and market

As a starting point, Games for Change’s website has a good set of resources that can help organizations begin to learn more. We’re also compiling resources here, so take a look and add yours!

Thanks to Nick, Asi, Stan and Craig for joining as lead discussants, and to Population Council for hosting the Salon!

If you’d like to attend future Salons, sign up here!

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Our August Technology Salon in New York City (TSNYC) was a stimulating and deep discussion on whether ‘girl advertising’ detracts from girls empowerment. The topic surfaced after a Facebook conversation about the rise in commercials about girls and women’s empowerment such as Always’ “Like a Girl,” Verizon’s “Inspire her Mind,” and Pantene’s “Stop Saying Sorry.” There are mixed feelings about what these ads accomplish for girls and women, and whether their commercially driven motivations are actually helping to achieve gains for girls in the US and elsewhere.

Some of the key points raised at the Salon included:

Participatory media vs slick, overproduced ads. When it’s participatory media with children and youth making choices about what is being said, shot and edited, it’s one thing. It feels authentic, said one Salon participant. “But the current spate of ads tend to show a very ‘produced’ girl, wearing make-up, feeding into stereotypes about beauty, talking to a screen and selling a product or a brand.” These ads may feel inspiring to people watching, but are they actually ‘empowering?’ The underlying message of many of these ads for girls is still often sex, beauty and/or sexual attractiveness.

Surface rather than deeper change. One discussant pointed out that companies making these empowering girl ads on the one hand are making misogynist NFL ads on the other. If a company really wants to do something for girls, it should be a holistic effort that permeates all its advertising, she felt, not just a slick ad for girls and business as usual with everything else. Making girls feel better about themselves is one thing, but it’s not enough. Girls may say they prefer ‘Goldiblox’ to ‘Barbie’ but the toys are still plastic consumables, and they are still pink, as one participant noted. “Girls need to build confidence at a deeper level,” said a youth participant. “Rather than just providing a one-way ticket to solving a simple problem, we need to go deeper, because the problem does not have just a single cause.” In addition, as other participants called out, much of the change being pushed by ads is shallow change, when what is really needed is systemic change. “Have you really addressed structural injustices and inequities with these one-off actions and campaigns? Do these simple narratives really help? Or are they a distraction?”

Are we conflating empowerment and consumerism? These girl-focused ads encourage girls that we work with to spend money that they don’t have, commented one Salon participant. Are we supporting girls’ assimilation into corporate consumerism or are we trying to change the status quo for girls who have been traditionally left out? “Girls we work with have issues with lack of access to housing, education, a living wage. These ads encourage them to spend money that goes back to corporations, and we don’t know what the corporations are doing with it. Are they supporting militarization of the police? Are they lobbying to cut sex education or planned parenthood funding?” Often the topics addressed in these ads, she noted, are the tip of the iceberg. “We see ads about teen pregnancy, but we don’t see work that addresses its underlying causes.” Addressing underlying causes, many in the room felt, would be the truly empowering work.

Higher visibility of girls’ issues is unintentionally causing problems. The increased presence of girls in the media and in NGO advocacy campaigns was initially very helpful, but some commented that it is becoming a problem. “Donors think that there is a higher level of investment in programs that directly impact on girls, which is not necessarily the case. Often the investment is made in branding or social media rather than in concrete programming that supports girls with real assets and skills.” This has meant that some donors are reluctant to fund programs for girls, because they think the topic is over-saturated. In reality, there is a lot of talk and media but not enough on-the-ground support.

Being a girl in 2014…. In addition to the funding challenges, some research has shown that in the US, girls as young as 7 and 8 feel that they “cannot drop the ball on anything now.” The empowering visions of girls can make them feel that they are expected to do and be everything, and to solve all the world’s problems on top of it all. At the same time, on social media such as Facebook research shows that girls tend to downplay their intelligence and up-play their fun and sexiness, because media bombards them with messages that on top of being successful at everything, they are also supposed to be cute, carefree, and sexy.

What about boys and men? The higher visibility around girls can lead to a marginalization of boys and men from gender work, commented some Salon participants, as it sets up a boy vs girl dynamic. Though for advertising, binaries tend to work, in the wider scheme of things, these issues are very complex and binaries are not helpful. If we are looking for change an empowerment, boys and men also need to be part of the equation and gender should be a more holistic approach, not only focused on girls. “Working with both boys and girls is more empowering for everyone,” said one participant. When boys feel threatened by girls it just creates more conflict. “We need to empower boys by teaching them about girls and gender dynamics,” because both boys and girls are affected by gender stereotypes.

Ads by their very nature simplify complex issues. Ads are simplified because of how they need to be packaged, especially now in the day of social media, as one of the youth Salon participants pointed out. “People take a simplified message and create their own meaning out of it, without really understanding the complexities. Then they share the ad around and feel like they’ve done their part. They think an ad is fully informing them and this is dangerous. These ads don’t really feel empowering for me, it’s just an upswing in ads for teenaged girls and in media targeted at my age group. The ads are just one more thing that’s shared on Facebook. So it’s like someone else packages ideas for you, you share them, and you move on.” Another participant agreed, yet added that ads can open the door to a conversation about something larger that can be followed with more nuanced discussions.

Ads are ads. They are not CSR. Companies are not really interested in empowering girls with these ads, pointed out one participant. These are not Corporate Social Responsibility (CSR) ads; they are marketing ads. Another participant added that “many of these campaigns are run by very smart, high-powered women. They do want to see high-powered versions of girls, and they also want to sell their products or their brands.” The income from the ads does not go into social programs; it’s revenue, noted another participant. CSR managers then have the job of advocating internally so that some of the revenue does go towards these types of causes, but it’s not a given. CSR staff work to encourage corporate leadership to allocate some of the funding into programs that have an impact on girls’ lives. Consumers should also be doing their homework and finding out what is happening with different campaigns. Companies want to make employees, customers, and investors/their boards happy. Consumers should pressure corporations to do more than just ads, and to do something that reaches farther. Corporate mandates are totally separate from Foundation mandates, as one participant pointed out. “It’s up to people like us who care about these issues to bridge the gap, to have these conversations in the board room, with management and leadership, with PR staff.” “How can we increase transparency about what these companies invest in,” asked one participant. This is important not only for CSR budgets and ‘girl issues’ but for companies overall.

Starting with the delivery system is a problem. Rather than starting with a solution – an ad, a technology, a delivery system – we should start by picking the group or population where we want to make a difference and then decide what is the best way to go about it, commented one Salon participant. “What does success look like for girls? What do girls themselves what to do, to be? Empower is a vague word. If you substituted ‘farmer’ for ‘girl’ you’d never get away with some of the mystical pronouncements that we hear now about girls. Do you ever hear people saying ‘Ah, farmers… I just feel so alive and so inspired when I meet them! They can change the world!’ Probably not. And much of the rhetoric around girls is just inspiring language that doesn’t actually help girls to achieve their goals. We’ve swallowed the language of the current delivery system. We now measure success in terms of retweets, likes, social media campaigns and putting out manuals and guides. We need to push back and ensure that the money goes to girl programs on the ground.”

Using media for behavior change is a science. Others, however, felt that there was a role for behavior change communication (BCC) done in a scientific way and with solid measurement of impact. Activism and advocacy are different approaches than behavior change, commented a participant. Likes and tweets can be measures of activism, awareness and advocacy. But for behavior change, we need to go deeper. Well-targeted behavior change communication starts with strong, solid research into what drives behavior. There are different categories – knowledge is the first one. But most times, it’s not lack of knowledge that prevents people from changing behavior. More often, it’s attitudes, social norms, and lack of social support and self-efficacy. A well-defined campaign should isolate what will make change and the communication piece should speak to that very specific change. It’s also critical to understand the audience and what will move them to action – for some girls it will be a strong aspirational role model, for others it will be real-life women and girls. Formative research helps us understand what will work with a particular audience.

How are we measuring impact? People are measuring the number of tweets from the general public and calling it impact, rather than measuring indicators of real change for girls themselves. “Attention is being placed on media impressions, tweets, hashtags,” said one discussant. “We measure hollow metrics about the giver rather than measuring the impact on the ground, on the lives of the people we say we are supporting or helping.” She went on to cite some very well known campaigns where the only impact reports were media hits, but no available reports track what happened with funds raised, or with ‘awareness’ and how it translated into actual change. “Is it enough to show women in empowering ads,” asked one participant. “There is a disconnect between advocacy and messaging and measuring impact,” said another person. Within organizations, some digital teams are very good at showcasing to management how many Facebook likes and tweets they get, and this distracts leadership from looking at more impactful efforts on the ground. It allows these shallow campaigns to take funding away from the more solid programmatic efforts that work directly with girls and their families and communities to address underlying causes, and to build skills and assets and enabling environments for girls to succeed.

Equality vs liberation. Boiling complicated intersectional analyses down to an ad that can only carry a single message is complicated and having an equal number of male and female board members does nothing for women who are not operating at these high levels, said one participant. “I have so much I want to say about all this!” she added. “Where are the transformational campaigns? None of our organizations or brands or corporations has enough money individually to do a campaign that would really create structural, systemic change. Even the Ms. Endowment has only $35 million and it’s not enough. We are all competing in the market. How can we collaborate and converse with one another to do something bigger and better. How can we work together to really shift things? What if we came together and only took money from corporations that did something like have a certain percentage of women on the board plus ads that show positive images plus funnel funding into good programs on the ground? How can we hold companies accountable? How are we measuring success?” Another person commented “Many corporations feel that we are lucky to have their money.” She wondered how we can build strength in our numbers and work together as a more solid front.

It’s not one or the other…. In closing, one participant pointed out that there were multiple conversations happening in the room, because those of us working on gender and girl issues are fighting the good fight on multiple fronts. “Work on the ground is one thing. Work at the global policy/advocacy level is something else. And then there is work with the private sector and the public as well,” she said. “We all have different strengths. How can we connect in more meaningful discussions on it all? How can we flag issues that need consideration so that we are all contributing to a wider goal?” Further conversation and joint work could help to address some of the challenges that those in the room are facing. Many participants wished for a follow up conversation to take the ideas a step further, and the topic of engaging boys and men was brought up as something that needs more work.

So, do girl ads detract from girls’ empowerment? According to the majority of Salon participants, yes, in many cases they do. But there is potential to integrate these kinds of ads into wider, more effective efforts to push for systemic change that involves both boys and girls, works at various levels, and demands greater corporate accountability and better measurement of results.

What should advertisers do, then? [Adding this today (Aug 26) after a request for some recommendations for advertisers]

  1. Be consistent. Look inwardly. Don’t be all ‘girl empowering’ on the one hand and then be all misogynist on the other hand with everything else that you do.
  2. If you’re making revenue from girl empowerment ads, then do something with the money that actually supports programming that is proven (evidence-based) to make a real difference to girls in their daily lives or support policy work that help girls advance.
  3. If you’re really about girls’ empowerment and want to work on behavior changes that benefit girls at a widespread level, then look at some of the behavior change science approaches that can help you to plan campaigns that get people to move beyond a) feeling inspired and b) gaining knowledge to c) actually acting and changing their behavior….
  4. A combined effort that works at multiple levels (ads that are well researched and directed, policy changes that support girls and women, and work on the ground that provides girls with skills and helps them build assets) would be a better way to approach girls’ empowerment, if indeed advertisers do want to help empower girls.
  5. Stop commodifying everything and putting more pressure on girls and women to be and do everything. Use some of the power and expertise of creating and motivating people through brands and advertising to support social change that has nothing to do with buying more stuff.

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For more background reading, see our crowdsourced list of ‘girl ads’ and commentary about girl ads.

Thanks to those who contributed to the Salon topic idea and preparation (especially Eva Kaplan, Karen Cirillo, Clare Ramirez-Raftree, Lina Srivastava and Greta Knutzen) and to ThoughtWorks for their generous hosting!

If you’d like to attend a future Salon in New York, Washington DC, San Francisco, London, Toronto/ Ottawa or Nairobi, sign up here to get on our email list!

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Last week’s Technology Salon New York City touched on ethics in technology for democracy initiatives. We heard from lead discussants Malavika Jayaram, Berkman Center for Internet and SocietyIvan Sigal, Global Voices; and Amilcar Priestley, Afrolatin@ Project. Though the topic was catalyzed by the Associated Press’ article on ‘Zunzuneo’ (a.k.a. ‘Cuban Twitter’) and subsequent discussions in the press and elsewhere, we aimed to cover some of the wider ethical issues encountered by people and organizations who implement technology for democracy programs.

Salons are off the record spaces, so no attribution is made in this post, but I’ve summarized the discussion points here:

First up: Zunzuneo

The media misinterpreted much of the Zunzuneo story. Zunzuneo was not a secret mission, according to one Salon participant, as it’s not in the remit of USAID to carry out covert operations. The AP article conflated a number of ideas regarding how USAID works and the contracting mechanisms that were involved in this case, he said. USAID and the Office of Transition Initiatives (OTI) frequently disguise members, organizations, and contractors that work for it on the ground for security reasons. (See USAID’s side of the story here). This may still be an ethical question, but it is not technically “spying.” The project was known within the OTI and development community, but on a ‘need to know’ basis. It was not a ‘fly by night’ operation; it was more a ‘quietly and not very effectively run project.’

There were likely ethics breaches in Zunzuneo, from a legal standpoint. It’s not clear whether the data and phone numbers collected from the Cuban public for the project were obtained in a legal or ethical way. Some reports say they were obtained through a mid-level employee (a “Cuban engineer who had gotten the phone list” according to the AP article). (Note: I spoke separately to someone close to the project who told me that user opt-in/opt-out and other standard privacy protocols were in place). It’s also not entirely clear whether, as the AP states, the user information collected was being categorized into segments who were loyal or disloyal to the Cuban government, information which could put users at risk if found out.

Zunzuneo took place in a broader historical and geo-political context. As one person put it, the project followed Secretary Clinton’s speeches on Internet Freedom. There was a rush to bring technology into the geopolitical space, and ‘the articulation of why technology was important collided with a bureaucratic process in USAID and the State Department (the ‘F process’) that absorbed USAID into the State Department and made development part of the State Department’s broader political agenda.’ This agenda had been in the works for quite some time, and was part of a wider strategy of quietly moving into development spaces and combining development, diplomacy, intelligence and military (defense), the so-called 3 D’s.

Implementers failed to think through good design, ethics and community aspects of the work. In a number of projects of this type, the idea was that if you give people technology, they will somehow create bottom up pressure for political social change. As one person noted, ‘in the Middle East, as a counter example, the tech was there to enable and assist people who had spent 8-10 years building networks. The idea that we can drop tech into a space and an uprising will just happen and it will coincidentally push the US geopolitical agenda is a fantasy.’ Often these kinds of programs start with a strategic communications goal that serves a political end of the US Government. They are designed with the idea that a particular input equals some kind of a specific result down the chain. The problem comes when the people doing the seeding of the ideas and inputs are not familiar with the context they will be operating in. They are injecting inputs into a space that they don’t understand. The bigger ethical question is: Why does this thought process prevail in development? Much of that answer is found in US domestic politics and the ways that initiatives get funded.

Zunzuneo was not a big surprise for Afrolatino organizations. According to one discussant, Afrolatino organizations were not surprised when the Zunzuneo article came out, given the geopolitical history and the ongoing presence of the US in Latin America. Zunzuneo was seen as a 21st Century version of what has been happening for decades. Though it was criticized, it was not seen as particularly detrimental. Furthermore, the Afrolatino community (within the wider Latino community) has had a variety of relationships with the US over time – for example, some Afrolatino groups supported the Contras. Many Afrolatino groups have felt that they were not benefiting overall from the mestizo governments who have held power. In addition, much of Latin America’s younger generation is less tainted by the Cold War mentality, and does not see US involvement in the region as necessarily bad. Programs like Zunzuneo come with a lot of money attached, so often wider concerns about their implications are not in the forefront because organizations need to access funding. Central American and Caribbean countries are only just entering into a phase of deeper analysis of digital citizenship, and views and perceptions on privacy are still being developed.

Perceptions of privacy

There are differences in perception when it comes to privacy and these perceptions are contextual. They vary within and across countries and communities based on age, race, gender, economic levels, comfort with digital devices, political perspective and past history. Some older people, for example, are worried about the privacy violation of having their voice or image recorded, because the voice, image and gaze hold spiritual value and power. These angles of privacy need to be considered as we think through what privacy means in different contexts and adapt our discourse accordingly.

Privacy is hard to explain, as one discussant said: ‘There are not enough dead bodies yet, so it’s hard to get people interested. People get mad when the media gets mad, and until an issue hits the media, it may go unnoticed. It’s very hard to conceptualize the potential harm from lack of privacy. There may be a chilling effect but it’s hard to measure. The digital divide comes in as well, and those with less exposure may have trouble understanding devices and technology. They will then have even greater trouble understanding beyond the device to data doubles, disembodied information and de-anonymization, which are about 7 levels removed from what people can immediately see. Caring a lot about privacy can get you labeled as paranoid or a crazy person in many places.’

Fatalism about privacy can also hamper efforts. In the developing world, many feel that everything is corrupt and inept, and that there is no point in worrying about privacy and security. ‘Nothing ever works anyway, so even if the government wanted to spy on us, they’d screw it up,’ is the feeling. This is often the attitude of human rights workers and others who could be at greatest risk from privacy breaches or data collection, such as that which was reportedly happening within Zunzuneo. Especially among populations and practitioners who have less experience with new technologies and data, this can create large-scale risk.

Intent, action, context and consequences

Good intentions with little attention to privacy vs data collection with a hidden political agenda. Where are the lines when data that are collected for a ‘good cause’ (for example, to improve humanitarian response) might be used for a different purpose that puts vulnerable people at risk? What about data that are collected with less altruistic intentions? What about when the two scenarios overlap? Data might be freely given or collected in an emergency that would be considered a privacy violation in a ‘development’ setting, or the data collection may lead to a privacy violation post-emergency. Often, slapping the ‘obviously good and unarguably positive’ label of ‘Internet freedom’ on something implies that it’s unquestionably positive when it may in fact be part of a political agenda with a misleading label. There is a long history of those with power collecting data that helps them understand and/or control those with less power, as one Salon participant noted, and we need to be cognizant of that when we think about data and privacy.

US Government approaches to political development often take an input/output approach, when, in fact, political development is not the same as health development. ‘In political work, there is no clear and clean epidemiological goal we are trying to reach,’ noted a Salon participant. Political development is often contentious and the targets and approaches are very different than those of health. When a health model and rhetoric is used to work on other development issues, it is misleading. The wholesale adoption of these kinds of disease model approaches leaves people and communities out of the decision making process about their own development. Similarly, the rhetoric of strategic communications and its inclusion into the development agenda came about after the War on Terror, and it is also a poor fit for political development. The rhetoric of ‘opening’ and ‘liberating’ data is similar. These arguments may work well for one kind of issue, but they are not transferable to a political agenda. One Salon participant pointed out the rhetoric of the privatization model also, and explained that a profound yet not often considered implication of the privatization of services is that once a service passes over to the private sector, the Freedom of Information Act (FOIA) does not apply, and citizens and human rights organizations lose FOIA as a tool. Examples included the US prison system and the Blackwater case of several years ago.

It can be confusing for implementers to know what to do, what tools to use, what funding to accept and when it is OK to bring in an outside agenda. Salon participants provided a number of examples where they had to make choices and felt ethics could have been compromised. Is it OK to sign people up on Facebook or Gmail during an ICT and education project, given these companies’ marketing and privacy policies? What about working on aid transparency initiatives in places where human rights work or crime reporting can get people killed or individual philanthropists/donors might be kidnapped or extorted? What about a hackathon where the data and solutions are later given to a government’s civilian-military affairs office? What about telling LGBT youth about a social media site that encourages LGBT youth to connect openly with one another (in light of recent harsh legal penalties against homosexuality)? What about employing a user-centered design approach for a project that will eventually be overlaid on top of a larger platform, system or service that does not pass the privacy litmus test? Is it better to contribute to improving healthcare while knowing that your software system might compromise privacy and autonomy because it sits on top of a biometric system, for example? Participants at the Salon face these ethical dilemmas every day, and as one person noted, ‘I wonder if I am just window dressing something that will look and feel holistic and human-centered, but that will be used to justify decisions down the road that are politically negative or go against my values.’ Participants said they normally rely on their own moral compass, but clearly many Salon participants are wrestling with the potential ethical implications of their actions.

What we can do? Recommendations from Salon participants

Work closely with and listen to local partners, who should be driving the process and decisions. There may be a role for an outside perspective, but the outside perspective should not trump the local one. Inculcate and support local communities to build their own tools, narratives, and projects. Let people set their own agendas. Find ways to facilitate long-term development processes around communities rather than being subject to agendas from the outside.

Consider this to be ICT for Discrimination and think in every instance and every design decision about how to dial down discrimination. Data lead to sorting, and data get lumped into clusters. Find ways during the design process to reduce the discrimination that will come from that sorting and clustering process. The ‘Do no harm’ approach is key. Practitioners and designers should also be wary of the automation of development and the potential for automated decisions to be discriminatory.

Call out hypocrisy. Those of us who sit at Salons or attend global meetings hold tremendous privilege and power as compared to most of the rest of the world. ‘It’s not landless farmers or disenfranchised young black youth in Brazil who get to attend global meetings,’ said one Salon attendee. ‘It’s people like us. We need to be cognizant of the advantage we have as holders of power.’ Here in the US, the participant added, we need to be more aware of what private sector US technology companies are doing to take advantage of and maintain their stronghold in the global market and how the US government is working to allow US corporations to benefit disproportionately from the current Internet governance structure.

Use a rights-based approach to data and privacy to help to frame these issues and situations. Disclosure and consent are sometimes considered extraneous, especially in emergency situations. People think ‘this might be the only time I can get into this disaster or conflict zone, so I’m going to Hoover up as much data as possible without worrying about privacy.’ On the other hand, sometimes organizations are paternalistic and make choices for people about their own privacy. Consent and disclosure are not new issues; they are merely manifested in new ways as new technology changes the game and we cannot guarantee anonymity or privacy any more for research subjects. There is also a difference between information a person actively volunteers and information that is passively collected and used without a person’s knowledge. Framing privacy in a human rights context can help place importance on both processes and outcomes that support people’s rights to control their own data and that increase empowerment.

Create a minimum standard for privacy. Though we may not be able to determine a ceiling for privacy, one Salon participant said we should at least consider a floor or a minimum standard. Actors on the ground will always feel that privacy standards are a luxury because they have little know-how and little funding, so creating and working within an ethical standard should be a mandate from donors. The standard could be established as an M&E criterion.

Establish an ethics checklist to decide on funding sources and create policies and processes that help organizations to better understand how a donor or sub-donor would access and/or use data collected as part of a project or program they are funding. This is not always an easy solution, however, especially for cash-strapped local organizations. In India, for example, organizations are legally restricted from receiving certain types of funding based on government concerns that external agencies are trying to bring in Western democracy and Western values. Local organizations have a hard time getting funding for anti-censorship or free speech efforts. As one person at the Salon said, ‘agencies working on the ground are in a bind because they can’t take money from Google because it’s tainted, they can’t take money from the State Department because it’s imperialism and they can’t take money from local donors because there are none.’

Use encryption and other technology solutions. Given the low levels of understanding and awareness of these tools, more needs to be done so that more organizations learn how to use them, and they need to be made simpler, more accessible and user-friendly. ‘Crypto Parties’ can help get organizations familiar with encryption and privacy, but better outreach is needed so that organizations understand the relevance of encryption and feel welcome in tech-heavy environments.

Thanks to participants and lead discussants for the great discussions and to ThoughtWorks for hosting us at their offices!

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We looked at the role of mobiles in youth financial inclusion at our March 11th Technology Salon in New York City. Tim Nourse, Making Cents; Peter Goldstein, Intermedia; and Jamie Zimmerman, Bankable Frontier Associates; joined as lead discussants.

Though mobile financial services are seen by many as inevitable, some Salon participants felt that, like in so many other ‘mobiles for xxxx’ areas, we were long on enthusiasm and short on evidence and successful examples. Are we just too early in the game, as with so much of ICT4D? Emerging research on youth demand for mobile financial services may help answer some of those questions, but many other questions remain.

What do we mean by youth financial inclusion?

The Salon started with a quick overview of the terms “financial inclusion” and ‘youth.’ One lead discussant emphasized that the idea of ‘youth’ is context specific. According to the UN, “youth” are people between 15 and 24 years old, though in many countries this can extend to age 30 or 35. Segmentation within this wide age range is important when designing programs because of varying needs, demands, and concerns within age subsets. Using a gender lens is also critical, because young women and young men have different needs, concerns, barriers, interests and experiences. Cultural norms about girls’ and young women’s access to and use of assets and resources, financial services, and mobiles also come into play and need to be well-understood. When discussing youth financial inclusion, it’s useful to talk about the age ranges of 15-17 and 18-24, because in most countries 18 is the legal age at which youth can enter into a formal financial system, sign contracts, and purchase a SIM card in their own name. Program design, challenges faced, and workable business models may look quite different for these two age groups.

The term ‘youth financial services’ includes a full range of services (credit, savings, insurance, money transfer and payments) that help youth build assets. In other words, financial services go far beyond mobile money transfers. Most youth in developing nations are engaged in some kind of livelihood or education, and access to financial services can help them achieve goals in both arenas. It is important to reach youth with financial education when they are adolescents, as they are more inclined to form good habits if they are engaged early on. Availability of services at specific transition points in youth’s lifecycles when they are making serious decisions is another key to establishing good long-term financial habits. It can be difficult, however, to convince banking institutions to develop a menu of financial services for youth because few successful business models exist for youth-focused financial products and services. Savings, account balances and demand for credit tend to be lower among youth, so serving the youth market profitably can be difficult. Strategic rationales and successful business cases around expanded access to youth financial services are needed.

Emerging guidelines for good practice in design and implementation of youth-inclusive financial services being developed by Making Cents include:

  • Involve youth in market research and product development
  • Develop products and services that represent the diversity of youth
  • Ensure youth have safe and supportive spaces
  • Provide or link youth with complementary non-financial services
  • Focus on core competencies and collaborate with youth organizations to ensure holistic programs
  • Involve communities to reinforce and enhance the effectiveness of programming
  • Establish a strategic rational and ensure institutional readiness for serving youth

Mobiles and youth financial inclusion

Many have high hopes around the role of mobile phones in enhancing and expanding youth financial services. Mobiles may allow financial institutions to lower costs for financial products and thus enable new and profitable business models. In addition to providing direct services, mobiles might be able to improve the reach and impact of financial education aimed at youth, and encourage particular behaviors and habit formation. For example, SMS reminders are being used to ‘nudge’ youth towards particular actions related to savings and smarter purchases.

A report called “Beyond the Buzz” however, highlight some of the major challenges when it comes to the role of mobile and financial inclusion for the under 18 population. As explained by one lead discussant (also one of the report’s authors), most youth surveyed in Sub Saharan Africa believed mobile money would be far more important for financial inclusion in the future than SMS. Non-profit organization practitioners and financial institutions surveyed for the report expressed strong belief in the potential of mobile money and other mobile services for broadening youth financial inclusion.

Enthusiasm is quite high, though there has been little success thus far, and the evidence on the ground is not very encouraging. Even though most people surveyed felt that mobile money was the future and would change everything, mobiles are actually being used far more commonly for financial education (SMS and nudges) than for providing youth access to financial services.

So what are the obstacles?

Some of the challenges that prevent mobile financial services from taking off include:

  • Age restrictions and regulations. In most countries, a young person cannot obtain an identity card until the age of 18, meaning access to a bank account, a SIM and/or mobile money is restricted. Many young people get around this obstacle by borrowing a handset or asking a parent or guardian for support. When phones do not belong to youth, however, SMS ‘nudges’ for financial education may not reach them. In addition, the lack of a private handset may discourage youth from using mobile to manage their money due to the potential loss of privacy and control over their money. Children under the age of 18 are a protected group, and many countries have regulations around collecting information about or marketing to this population. Child protection policies and legal regulations are a positive thing, however, they can also create barriers to financial education and financial services for under 18s.
  • Lack of data. One discussant noted that age-disaggregated data from mPesa’s mobile money service would probably show that older youth (ages 18-30) are the majority of the mobile money users. The lack of data on youth, however, makes it difficult for non-profit organizations to develop targeted and demand-led financial products and services. Mobile Network Operators (MNOs) have data, yet their data are not easy to access. One Salon discussant told of a project where it took over two and a half years to obtain legal permission from an MNO to access youth data for an RCT on the impact of SMS on youth savings.
  • Industry barriers. Successful and sustainable business models for youth financial services are few and far between. The likelihood of low financial returns from youth make most banks uninterested in approaching the youth ‘base of the pyramid’ market. Institutions that make money from youth financial services are most likely making it from 24 and 25 year olds, not under 18s. Explaining the potential benefits of a long-term business model (that you may need to take a loss earlier on to gain from this segment later) to financial institutions is difficult. In addition, mobile operators are not fully empowered to launch mobile financial services on their own, even if they wanted to, because of government regulations (in some cases, added one Salon participant, because the banking industry actively lobbies government to avoid losing business to MNOs).

Long on enthusiasm and short on examples?

Considering all the obstacles, why are hopes so high when it comes to mobiles and youth financial inclusion? Some consider that MNOs have a fundamental advantage over banks in countries where the majority of people have access to a mobile phone yet have never used a bank or formal financial service. In many parts of the world, banking systems are unavailable and/or inefficient, and people do not trust formal systems or large bureaucracies. When it comes to mobile, however, use and availability of handsets, widespread recognition of mobile operator brands and services, and familiarity with the notion of transferring airtime mean that mobile money is a fairly easy idea for people to grasp and thus it may be easier to generate trust in mobile as a means to access financial services.

The impact of mobile money and mobiles on financial inclusion is difficult to evaluate rigorously, however, noted one Salon participant. The volume of money is very small, so we should have very low expectations in that regard. If 20% of a target population uses a financial service or product, we should be excited because we see an individual having more control over and information on their own financial transactions. This enables them to make better decisions over their finances. Mobile financial services are likely doing more good than harm, even if a large, broad-based impact study is not available. Another Salon participant pointed out, however, that market research to inform good product and service offerings is very much lacking, and a concerted effort is needed to document and research this area.

A large study is being conducted with youth ages 15-19 and 20-24 on youth demand for mobile money and financial services in several African and Asian countries as part of the Financial Inclusion Insights program, said one lead discussant, and data will be available to the public. The majority of youth surveyed for the study said that they did not use a bank because they did not have enough money to do so. In five years, according to the discussant, mobile financial products will be accessible in a wide range of countries and the number of youth using them is increasing. Research shows that urban youth tend to adopt these products more often than older people or rural populations, and there is a male-female gap, where more males are accessing and using them. In general, younger populations have been positive about mobile financial products and services.

An inevitable future?

Despite the dearth of successful business models, evidence, and large-scale sustainable examples, some Salon participants felt that we are entering a new era where financial products and services will be widely available through the mobile phone. As one person explained, it’s a question of moving with the times or becoming obsolete. In Southern African countries, she said, the move is towards rolling out products and services that provide holistic financial inclusion — credit, savings and insurance. In addition, municipal and utility bill paying is getting people accustomed to mobile financial services via MNOs. Banks who are running at a low level of innovation will lose out if they are not capable of providing these kinds of time-saving services through mobile phones.

So what should organizations be doing to prepare youth to widely access and use mobile financial services? Should financial education programs include content about mobile financial services, offerings and fees, and potential risks and benefits for youth of using them? Might mobile gaming be a way of getting around some of the barriers for under 18s, as one Salon participant suggested? In this case, children could practice important concepts around savings and loans, types of bank accounts, fee structures for banking, etc., without assuming any real risk.

Some broader questions linger around mobile financial services for youth as well: What impact does (or will) mobile financial services have on people’s lives and wellbeing? Will they impact how youth invest and manage their money? Will they improve redistribution of resources to households? Will they end up pulling a large segment of the population into unsustainable systems and backfire?  So far there’s no clear answer, but watch this space.

***

A list of resources, links, projects, organizations and research on the topic is here. Please add anything that’s missing!

Thanks to participants and lead discussants for the great discussions and to Population Council for hosting us at their offices for this Salon. Thanks also to Peter Goldstein for suggesting the topic and to Somto Fab-Ukozor for support with notes and the summary. Salons are held under Chatham House Rule, therefore no attribution has been made in this post. If you’d like to attend future Salons, sign up here!

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