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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 1
April2013 SageHaganGmbH
TheActionIntelligenceFramework
ActionIntelligence(AI)isaresearchandanalytic
processforassistinggovernmentsandpartnerorganizationsmakesenseofcomplexsocial
contexts.AIhelpsidentifyandanalyzewhois
doingwhat,whereandwhentorevealtrends
andhiddenpatternsofthesocialworld.
Theneedforadifferenttypeofdata
ActionIntelligenceoffersaresearchstandardthat
allowsforcross-sectoranddiversesocio-cultural
datasetstobeintegratedandanalyzed.
Socialdevelopmentandhumanitarianassistance
activitiesare,whenlookedatclosely,arecomplex
websoflinkedActorscarryingoutoverlappingActionssimultaneouslyatalllevelsofsocietyindifferent
locations.Becauseofthedifferentlayersandlevelsof
data,thiscomplexsocialcontexthasbeendifficult
toanalyze---untilnow.
Modernresearchmethodsandanalytictoolsnow
makeitpossibletocreateastandardcodetoidentify,
andanalyzeinspecificdetailtheelementsthatmake
upthissocialcomplexity.AIcreatesrealisticsocio-
culturalinformationforevidence-baseddecision
making.
DataCollection
Countrieshave
informationinthe
formofdocumentsor
existingdatasets.
Thisstartingpointcan
alwaysbeextended
throughaccessto
onlinesourcesor
throughtheuseof
othercollection
instruments.
Organizingdata
collectionisthefirst
elementofanyAction
Intelligenceengagement.
Classification
AIextractsusesa
socialsciencestandard
toclassifyqualitative
data-Actors,Actions
andArtifactsinPlace
andTime(AAAPT).
Computertoolscan
automateorgreatly
speed-upthe
extractionand
classificationstage.
Collectionand
classificationtogether
makeuptheIfH
QualitativeMonitoringInstrument.
Tagging
Taggingistheprocess
ofaddingattributes
totheActors,Actions
andArtifactsandthe
linksbetweenthem.It
isatthisstagethat
specificneedsofa
countrycanbe
addressed(e.g.tagging
Actionsbysectororby
fundinglevel).
AIusessocio-cultural
taggingtodetect
patternsthathelp
answerquestionsaboutComplexSocial
Change.
VisualAnalytics
AIusesvisualanalytics
toseethecomplex
storiesthedatais
waitingtoreveal.By
usingtheAIintegrated
standardandfreely
available(GIS,Social
NetworkAnalysis,
ContentAnalysis,
Charts,Timelinesetc.)
toolsthedynamiclinks
betweentime,place,
actorsandactionscan
bemadevisible,
analyzedand
communicated.
Classi&icationandTagging
MakingSense
AAAPTontology
Socio-culturaltagging
Documents
Datasets
Internet
FormsSurveys
VisualAnalytics
DataCollection
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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 2
April2013 SageHaganGmbH
ApplyingActionIntelligencetotherealworld
MalawiClimateChangeAdaptation
TheGovernmentofMalawi1with
supportfromInternationalPartnershas
implementedthefirsttwostages(data
collection,classificationandtagging)of
theActionIntelligenceFramework.This
hasresultedinanorganizedqualitative
dataset2tosupportconsultantsand
countryanalystspreparingtwonational
strategicplans.Sixhigh-riskdistrictshave
alsohadindividualClimateAction
Intelligenceprofilesprepared.
Figure1-VisualOutputof'Action'bylocation,
MalawiDataset
KnowledgeDisseminationandInnovationinHealth
ThefirsttwostepsoftheAction
IntelligenceFrameworkhavebeen
bundledasaQualitativeMonitoring
Instrument.Anon-goingeffortto
providereal-timemonitoringofthe
uptakeofnewconceptsisbeingtrialled.Thisinvolvestheautomatedmonitoring
ofnewsfeeds,socialmedia,published
reportsandothersourcesfortheuptake
oftargetedconcepts,andimportantly
identifyingtheActorsinvolvedwiththe
uptakeandwhichcountriesareinvolved.
Figure2QualitativeMonitoringInstrument,the
uptakeissuesrelatedtoClimateChangeandHealth.
EthiopiaTheGreenEconomy
TheGovernmentofEthiopia3
withsupportfromInternationalPartnersisimplementingthefirstAfricanClimateResilientGreenEconomyStrategya20-year
plantoshifttheeconomytoacarbonneutralstance.Aspartofthiseffort,aFederal
CRGERegistryisbeingsetuptotrackandmonitorcandidateprojects(foremissions
monitoring).TheRegistrywillbebasedontheActionIntelligenceFrameworkandIfH
continuestoprovideguidanceandsupporttotheplanningofthisnationalproject.
1ThroughtheEnvironmentalAffairsDepartmentintheMinistryofAgricultureandFoodSecurity.
2Thedatasetconsistsofover400severeweathereventsfromthelast40years,over190projects,programmes
andinitiatives,over250institutions,100keyindividualsandover80keydocumentsorganizedandclassifiedby
sector,socio-culturallensesandfinancialmetadata.3ThroughtheEthiopianEnvironmentalProtectionAgency
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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 3
April2013 SageHaganGmbH
KenyaCaseStudyWaterDistressedAreasandEarlyWarning
TheActionIntelligence
Frameworkwasappliedasa
proof-of-concepttofourwater-
distressedareasinKenya.4
Variousparticipantsinthe
projectweretrainedinanalysis
andtheuseofqualitative
methods.Amediamonitoring
servicewasset-upandthepilot
projectwasabletodemonstrate
early-warningsignalsforthe
recentHorn-of-Africadrought
andconsequentcross-border
food-distressedrefugeemovements
Figure3Understandingwhoisinvolvedwithdoingwhatin
relationtowateraccessintheLakeTurkanaareaofKenya.
Mergedvisuals:networksandmapsusingfreeorlow-costtools
thatcanberapidlyleverageinlowresourcesettings.
CongoTheCassavaStory:FoodSecurityandClimateChange
TheGovernmentoftheRepublicof
Congorequestedassistancein
understandingthesubstantialrisks
posedtofoodsecurityasaresultof
climatechange.Withthesupportof
InternationalPartners,theActionIntelligenceFrameworkwasappliedto
Cassavaastheentry-pointintotheFood
SecurityChallenge.Theoutputofthis
effortwasacomprehensivestudyand
reportpresentedbacktothe
Government.
Figure4ApplyingtheIfH3x5Socio-Culturallensto
Documents,ReportsandotherArtifactsusingthe
TimelineVisualAnalyticTool.
TheInfluenzaCaseStudy
AnearlyapplicationofsomeofthequalitativemethodsthatformpartoftheActionIntelligenceFrameworkinvolvedapreliminaryinvestigationintoboththeAvianand
Swinefluoutbreaksofthelastdecade.Thestudywasabletodemonstratespecific
areasforinvestigationthatcouldassistfutureintegratedapproachestorelationship
betweenInternationalDevelopmentandriskstoPublicHealth(e.g.theimpactof
internationaldevelopmentpartnerstosupportintensivefarmingoverlongperiods,
theimpactoftransportandinfrastructureinvestmentsandthechallengesof
globalization).
4
Thefourareastargetedincluded:TheLumiriversystemintheTaitaTavetaDistrict;TheLakeTurkanacatchmentarea,straddlingtheRiftValleyandEasternProvinces;TheShellaSandDunesandassociatedwater
catchmentontheIslandofLamu,CoastalProvince;TheCatchmentAreasaroundLakeVictoria,
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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 4
April2013 SageHaganGmbH
SenegalCoastalErosion
TheSenegaleseGovernment,with
supportfromIfHandInternationalPartners,hasgonethroughtwo
roundsofin-countrycapacity
buildinginapplyingtheAction
IntelligenceFramework.They
focusedonsixclimate-related
challenges(coastalerosion,water,
desertificationetc.)anddelivered
backtogovernmentananalysisand
recommendationsforeacharea.A
thirdroundofactivitytobuildamorepermanentActionIntelligence
teamisnowunderdiscussion.
Figure5SpecificexampleofthevalueofapplyingAction
Intelligence:TwoActors(withdifferentsponsors)working
withthesamecommunityatthesametimeinRepublicof
Congo(Brazzaville).Usedasevidencetosupporttheneed
forimprovedcoordinationmechanismsforbothsponsoringorganizationsandexecutingorganizations.
LesothoClimateResponseCoordinationandMeasuringImpact
TheGovernmentofLesotho5,with
supportfromInternationalPartners,
hasrequestedassistanceinapplying
theIfHActionIntelligenceFramework
toitsClimateChangeAdaptationchallenges.Thisinvolvesbuildinglocal
in-countrycapacityandsupportingthis
teaminlearningtheIAFramework
whileapplyingittoacomplexsetof
inter-sectorchallenges.Thison-going
projectwillpublishthequalitative
datasetonapublicwebportalfor
otheranalystsandpolicymakersto
access.
Figure6SnapshotoftheContentProcessingqueuefor
the400+documentsgatheredaspartoftheAction
IntelligenceengagementwithLesotho.
HealthOpinionMonitoring
Theopinionsofspecificinstitutions(andindividuals)withstrongbiasscaninfluence
policydecisionsbothpositivelyandnegatively(intermsofoverallimpact)onthe
population,onMDGsorotherrelevantindicators.Atrialisunderwaycurrentlyto
monitor,throughcontentanalysisbasedontheActionIntelligenceFramework,the
opinionsandbiasofActorsinthePublicHealthareaandtoassesswhetheritis
possibletomaptheimpactofthosebiassonAction.
5ThroughtheLesothoMetrologicalServices,aDepartmentundertheMinistryofNaturalResourceswithsupportfromtheNationalUniversityofLesotho.
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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 5
April2013 SageHaganGmbH
ImplementingActionIntelligenceinaLowResourceSetting
SinceAIisasmuchaprocessasitisasetoftools,anecessaryfirststepistounderstandthe
keyquestionsthatacountryisasking.
Insomecontexts,amonitoringfocusisimportant(e.g.whatprojectsarebeingimplemented
bywhichactors),whileinothercontextsthesense-makingfocusisimportant(e.g.whyarewerepeatingthesameprojecteveryfewyears?).
Itisalsoimportanttoassesstheresourcesthatthecountryispreparedtoextendfor
implementingtheAIprocess.Isittobeaone-offexercisetosupportaspecificpolicy
initiative?Willongoingmonitoringofactionbecriticalforfuturedecision-makingorpolicy
development?IsthereastrongsenseofwantingtobuildlocalsustainablecapacityforAIor
wouldaservicesubscriptionbemoreaccessible?
DiscoveryandDesignPhase
AllRapidInterventionsusingtheActionIntelligenceFrameworkstartwitha one-to-two
weekin-countrydiscoveryanddesignphasethatcoversthefollowingactivities:
Keyquestionsthatneedtobeanswered(ofthedata) Theresourcecontext(people,sustainability,scale,ownershipetc.) Technologyreview(tounderstandlocalcapacityandinfrastructurerealities). Rapidreviewofthekeydatasets,reports,surveyresults,informationassetsetc.that
canbeleveraged
1to3dayintroductoryworkshopontheAIprocess.DataCollectionPhase
Thelength,durationandresourcesrequiredforthedatacollectionphasearedependentontheresultsofthepreviousphase.Typically,alocalAIteamworksbetween1to4monthsto
collect,extractandcategorizedataintoanorganizeddataset.Insomecaseshowever,core
datasetsalreadyexistandthefocusthenbecomeshowthisdatacanbeenhanced,extended
orreutilizedforricheranalysis.
Remoteandlocaltechnicalsupportisprovidedintheuseoftools,updatestotemplates,the
applicationofsurveytools,specialistdatamanipulationfordatafromvariousdatasetsetc.
AnalysisPhase
Analysisisaspecialistskillanddifferentcountriesbringdifferentmixesofcapability
togethertoanalyzeandreviewinsights.
Insomecases,existingleadershipteamsmaywanttousethedatatosupportcoordination
andcrosscuttingdecision-making,orpolicymakersmaywanttoanalyzethedata.Insome
contexts,countriesmaydecidetopublishtheirdatasetonline.
Dependingonthechoicespreviouslymade,countrieswilleitherbuildtheirowncapacityto
doanalysisortheymayrequestexternalanalysisbecarriedoutwiththeresultsbeingmade
availableinaconsumableformat(e.g.interactivevisualizations,synopsis,profilesetc.).
TheOptions
Theoptionsforimplementationarefocusedonabalancebetweenlocalcapacitiesvs.
externalcapacityforeachstepoftheAIprocess:
Datacollection(localorremoteteam)
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ACTIONINTELLIGENCEFORLOWRESOURCESETTINGS 6
April2013 SageHaganGmbH
Dataorganizationandtagging(localorremoteteam) Analysis(localorremoteteam)
Thechoicesdependonthemixoftiming,technologycapacity,humanresourcecapacityand
otherinternalfactors.