In order to gain a deeper political understanding of their context or of a particular issue, exploring their reality and identifying rights violations and the reasons behind them, the members of a Reflection-Action circle can use a variety of participatory tools and processes.
Just as NGO staff carry out an appraisal before starting a new programme, so the members of a community will also need to carry out an in-depth analysis of the context to help them better understand their situation; the rights violations faced by different groups, the different forms of power, the actors who could be allies or enemies, the communications skills and challenges, and the risks faced. These processes will no doubt be linked and it is important that the analysis carried out by community members and that carried out by the NGO inform each other on a continual basis.
We have identified a number of possible areas of analysis that might be used to deepen awareness and understanding in any particular context. You might choose to use all of these or a selection of five or six depending on the situation or issue to be analysed.
A variety of different participatory tools can be used to carry out these different types of analysis including the problem tree, map, chapatti diagram, body map, daily activity chart and timeline. We suggest possible tools for each area of analysis below. However, it is not necessary to use a separate tools to cover each area of analysis. A selection of four or five tools may be enough to cover all areas, as one tool may be used to explore more than one area of analysis (e.g. chapatti diagram for power and actor & institutions analysis).
In this video, Suwiaba Jubrin outlines the context analysis process used by ActionAid Nigeria:
In Myanmar, as part of the Village Book process, community members are supported by fellows (youth leaders) to carry out a comprehensive analysis of their situation focusing on the following areas:
To learn more about the Village Book process take a look the Village Book toolbox and at this video by ActionAid Myanmar:
Here you can download some useful resources.
To analyse who has the power to access and control different resources and who is denied this.The Access and Control Matrix encou…
To explore the different activities that women and men do each day and how these contribute to the local economy.The tool asks pa…
To show the different crops grown and / or livestock kept in a community.Steps in the processThe group may wish to begin the exer…
To help identify factors that might help or hinder you in your work or in your progress towards a goal. The stones represent thin…
To explore issues around health and sexuality, women’s rights and violence against women.Steps in the processDraw the outline of …
To explore relationships between things – particularly the relative importance, influence or power of people, organisations or gr…
To share information about a budget in a clear and simple way. Budgets reports are often very long and written in complicated tec…
To help understand the rights situation and of different groups in a community.In the example below the focus is on women's right…
To help groups assess services, facilities programmes or projects run by government, NGOs or other organisations, by grading them…
To rank different items / issues against a set of criteria.Steps in the processHere we use the example of a criteria ranking of f…
To help participants to analyse how their time is used each day.The processDraw a daily timetable from sunrise to sunset.Ask part…
To help make sense of different processes or complex systems - to explore cause, effect and inter-connections.Flow charts can be …
To identify helpers and spoilers – people, organisations or events that might help or hinder your work. For a similar tool, adapt…
To help people explore how they might change their reality and rehearse possible actions. In forum theatre a play or scene, usual…
To identify people who can help you access duty bearers relevant to your advocacy or campaigning work.The processDraw up a table …
To explore the web of people and organisations that can support a person in a difficult situation and to identify what makes a he…
To analyse income and expenditure over the year of an individual, household or organisation.Steps in the processIn this example w…
To analyse the relative allocation of an individual or organisation's income on different categories of expenditure. It is a part…
To analyse income and expenditure of an individual, household or organisation.Steps in the processIn this example we look at hous…
To explore how governments lose revenue through tax avoidance and corruption. This image of a leaking pot is used to support part…
To present local information, problems and opportunities in a clear, visual way. A basic map of a local area can be overlaid with…
To explore where people go, for what reasons, the frequency of their visits, distances covered, and modes of transport used.Steps…
To identify the natural resources within a community and to discuss changes in the availability and quality of such resources. Na…
To compare a set of issues and find out which is the most important to participants. Known as a pairwise or preference ranking ma…
To help participants explore the unequal distribution of power amongst people. It can evoke many negative emotions among partici…
To explore cause and effect.A tree can be used to explore cause and effect or problem and solution. The various elements of a tre…
To show the different stages involved in a process, including details of who does what and the time or cost involved in the diffe…
To explore the history of an individual, community or organisation. The characteristics of a river (its changing width, current a…
To identify safe and unsafe areas in a city or community.This exercise was designed as part of the Safe Cities Urban Book process…
To help participants to analyse the distribution of agricultural work / crops / illnesses / etc. over the year.Cross referencing …
To introduce the idea of tax systems that help the poor (tax justice), to explore links between paying taxes and having services,…
To track changes or document the history of a community or organisation.By capturing the chronology of events as perceived and …
A transect walk is a systematic walk along a defined path (transect) across a community to explore conditions by observing, askin…
To explore what happens to individuals and communities when care for people or for the environment is not provided. Participants…