This document provides concrete guidance to create and develop a of Community of Practice (CoP). Although CoPs can be created on any topic, we focus specifically on CoPs which aim for the design, implementation and evaluation of inclusive gender equality plans and policies (GEP) in higher education institutions, research performing organisations and other research and innovation organisations.
The content of this hands-on manual is based upon the experience of the creation and support of eight Communities of Practice during the Horizon 2020 ACT project (see https://www.act-on-gender.eu). As such it builds not only on a wide variety of bibliographic references but also on the concrete insights generated in the field by more than 140 organisations over a period of 2 years working on a variety of topics and throughout geographic regions. In particular, the content draws upon the Latin American CoP, which was created and coordinated by the Women, Science and Technology UNESCO Chair of FLACSO Argentina. Twenty representatives from fourteen universities and research centres1 in LAC participated in that CoP. Its purpose consisted of the identification and analysis of the diverse expressions of gender inequality in these organisations and based on that information, the design, implementation and evaluation of plans and policies aimed at reversing such expressions, taking into account the specifics of each organisational and social context.
According to Etienne and Beverly Wenger (2015: 2), a Community of Practice is a "a group of people who share an interest, a set of problems, or a passion about a topic, and deepen their knowledge and expertise on that topic through ongoing interaction that strengthens their relationships".
Its members agree to interact regularly in a safe environment that encourages dialogue, the identification and analysis of problems, the exchange of ideas, and the drafting of proposals and resources to solve them. The three key dimensions of a CoP are, according to Wenger (2015): mutual commitment, a joint purpose and a shared background of knowledge and resources. See Resource (1.1)
This methodological approach is characterised by going beyond established organisational structures by promoting links between organisations and encouraging the creation of networks and/or other ways of articulation. These processes are broadened when the CoPs are developed in virtual environments, as they enable connections between many geographies (cities, countries, regions), cultures and diverse historical and organisational networks.
A CoP promotes a sense of belonging. At the same time, it requires coordination, planning and management based on a consensual and collaborative work plan. It also should be flexible and allow for changes in its agenda according to the needs of its members and the context dynamics.
“Communities of practice are dynamic social structures that require “cultivation” so that they can emerge and grow” 2
Several authors (Jubert, 1999; Wenger and Snyder, 2000; Vásquez Bronfman, 2002; Lesser and Storck, 2001; Seely Brown, 1991) have contributed to broaden and deepen the concept of CoPs. Among other aspects that characterise CoPs, the following stand out:
- Group work
- Common goals and interests
- Sense of belonging
- An environment that fosters exchange and mutual learning for the generation of action-oriented knowledge
- Sustainability over time based on a systematic and agreed-upon work plan
- Creation and implementation of practices or tasks to achieve agreed proposals. For example, preparing, implementing, evaluating and/or discussing the results of a questionnaire; sharing and analysing the expressions of gender inequalities expressions in academic organisations; discussing documents or theoretical and/or methodological approaches; preparing presentations for conferences or other events related to its main aims, etc.
- Enhanced reflexivity on practices – individually and as a group.
According to Palmen and Müller (2023), some of the aspects that make CoPs unique are:
- They are based on learning processes developed through interaction and participation, in which knowledge is built on action and action is built on knowledge.
- Their internal logic is not a top-down transfer (from the more experienced to the less experienced), but rather they generate an environment of exchange and shared learning.
- They adopt non-hierarchical relationships: their members recognise each other as peers, valuing horizontality in the exchanges and decision-making (see elements of a CoP, below).
- Implied horizontal management and conflicts are seen as part of all relationships. Hence the central role of CoP coordination is to achieve the commitment and conviction of their members as well as valuing their experiences and achievement.
- Each CoP should establish its common purpose and motivate a sense of belonging of all its members.
Understanding and dealing with the diversity of its members (which may pose a challenge for the CoP’s existence and sustainability) is fundamental. CoPs may be integrated by people belonging to different areas/sectors of the same organisation (intra-organisational CoPs). Or they may be integrated by people representing different organisations (inter-organisational CoPs).3
The academic organisations that make up a CoP have different histories, cultures, resources and political visions, and this diversity may pose a greater complexity for the definition of a common agenda. Yet at the same time, it offers a wealth of experiences and knowledge that adds value to the construction of ideas and innovative practices.
“Findings also show that when CoPs were transnational, multiorganisational, and interdisciplinary, their heterogeneity did raise some challenges in relation to the divergence of members’ contexts and geopolitical idiosyncrasies and that this should be considered when designing CoPs which transcend national and organisational boundaries.” (Thomson et al. 2022: 3) (See Resource 1.4)
Both CoP modalities (intra/inter-organisational) require building bonds of trust and collaboration. The second type requires merging and/or negotiating different organisational experiences, values and cultures. Therefore, it is essential to encourage mutual learning and exchange to create a sense of community and support each other.
In this sense, belonging to a space made up by peers in HEIs and RPOs and R&IOs who are trying to promote ideas, actions, and proposals for change in their organisations can contribute to legitimise them. (See Resource 3.1)
CoPs and other types of groups:
Inter-organisational CoPs are valuable for:
- Identifying, creating and sharing good practices and conditions for their replicability.
- Collaborative learning with emphasis on practice (learning by doing): planning interventions, designing resources, and evaluating strategies, etc.
- Documenting the generated knowledge.
- Promoting horizontal collaboration by strengthening links and relationships between work teams from different organisations.
- Providing a shared context for people to communicate and share information, stories, and personal experiences in a way that builds understanding and insight.
- Enabling dialogue between people who come together to explore new possibilities, solve challenging problems, and create new, mutually beneficial opportunities.
- Stimulating mutual learning activities by serving as a vehicle for authentic communication, mentoring, coaching, and self-reflection.
- Capturing and sharing existing knowledge to help people improve their practice by providing a forum to identify solutions to common problems and a process to collect and evaluate best practices.
- Introducing collaborative processes to groups and organisations as well as between organisations to encourage the free flow of ideas and exchange of information.
- Helping people organise purposeful actions that deliver tangible results.
- Generating new knowledge to help people transform their practice to accommodate changes in needs and technologies 4
How to achieve these objectives?
"One size does not fit all": Each CoP has to decide or even create the type of activities that can help it achieve its objectives. Among other factors, this decision will depend on: the phase of its development (start, intermediate, final), the defined priorities and main issues; also the institutional contexts, needs and experiences, as well as the professional profiles of their members; the expertise of the CoP facilitator(s) in the use of certain group learning resources; the commitment to innovative practices to achieve change.
Considering these specific characteristics, some examples of activities that can be carried out to benefit from working in a CoP are: mutual learning; role-plays and dramatisation of problematic situations; peer discussions and exchanges analyse those experiences, among others.
See Resource 2.2
Why is the strategy of setting a CoP positive for the achievement of inclusive gender equality in HEIs and RPOs and R&IOs?
The starting point of the CoPs that aim to promote and/or foster inclusive gender equality policies in HEIs and RPOs and R&IOs organisation is that "universities are no strangers to the reproduction of a patriarchal order that, in recent decades, is being questioned, especially by students, teachers and the feminist movement as a whole" (Bonder 2022: 5). Therefore, the goal of a CoP is to contribute to promote and/or strengthen "the organisation of the gender equality approach in the framework of university policies and governance structures and the mainstreaming of the gender equality approach (in its various meanings) in all university practices" (Bonder 2022: 3).
The activities developed by each organisation with this purpose find in a CoP an environment for the exchange of experiences and the creation of strategies that legitimise transformational processes of the bureaucratic structures and organisational cultures that reproduce multiple expressions of gender inequality in these organisations. In this sense, these CoPs are double as disruptive because:
- they stimulate the visibilisation and questioning of the power structures and dynamics that reproduce gender inequalities through explicit and subtle forms of discrimination against women and people with non-binary identities and other social groups, proposing and promoting actions to reverse them.
- they function as non-hierarchical environments that foster collaborative learning and the creation of strategies and interventions that promote individual and collective change, in the short and long term.
- their goals include reviewing, from an inclusive gender equality perspective, the composition of all levels of institutions: the decision-making bodies, their policies and their main processes, as well as the interpersonal relationships that contribute to discrimination and are particularly detrimental to women and other discriminated social groups.
In other words, to promote sustainable change, all these three objectives need to interact. According to Bonder (2022: 3), "It is clear that the current context demands a structural transformation of higher education, therefore, it is a moment of "opportunity" to take advantage of learning about values, competencies, interpersonal relationships and organisational cultures and knowledge of social, cultural and economic issues that have generated research and gender equality policies in these areas". (See Resource 1.9)
This requires building alliances with feminist and diversity movements in order to give legitimacy and strengthen transformative proposals.
CoPs working for inclusive gender equality necessarily trigger processes that are both political and technical. According to Palmén and Müller (2023), the members of CoPs are "agents of change" who propose alternative formal and informal organisational strategies and procedures, and in this sense are "catalysts" of "disruptive practices for real change".
In summary, a CoP is a strategic commitment to promote and/or strengthen inclusive GEPs, with focus on promoting collaborative work and learning between various organisations, supporting the production and dissemination of knowledge about their progress and results, obstacles and challenges to build fairer and more egalitarian organisation HEIs and RPOs and R&IOs: “CoP Members go beyond current practice to explore the cutting edge of the domain, to innovate” 5
How to design and develop CoPs for inclusive Gender Equality?
This process involves different stages: planning, implementation and evaluation over a defined period of time. During this process:
- Organisations that make up a CoP must assume the commitment to carry out a joint work plan, through the exchange of knowledge, experiences and purposes.
- It must be facilitated by a team responsible for its development and the achievement of the expected results. This team may number two or three people, with academic training in the field of gender studies and/or experience in organisational processes and/or the design and planning of (inclusive) gender equality policies.
- It is recommended that a time scope for the lifetime of the CoP is clearly defined, which could be between 1 and 2 years, establishing intermediate results to achieve the objectives of the CoP. This temporal dimension will certainly have to be reviewed and agreed upon in the first meetings, but this definition is important for planning and to provide an idea of the timeframe from the outset.
IMPORTANT!
This guide provides orientations and input for the creation of a CoP focused on the planning and implementation of Gender Equality plans and policies. It does not imply the adoption of a single model to be followed rigorously.
In fact, "one size does not fit all". Each CoP has to decide or even create the type of activities that can help it achieve its objectives. Among other factors, this decision will depend on: the phase of its development (start, intermediate, final), the defined priorities and main issues; also the institutional contexts, needs and experiences, as well as the professional profiles of their members; the expertise of the CoP Change Catalysts in the use of certain group learning resources; the commitment to innovative practices to achieve change.
Hence, the development of CoPs should be based on a flexible working methodology that is sensitive to the needs, experiences and demands of the participants and of their organisation and social contexts.
It is recommended that each group develops its own work plan, establishing short and midterm objectives, defining a program of activities and expected results organised, revised and adjusted according to an implementation schedule.
See Resource 2.2
Stages in establishment and development of a CoP for inclusive Gender Equality
(on-site or online)
Stage 1
Stage 2
Stage 3
Stage 4
Stage 5
Stage 6
- Mapping of existing R&I organisations in a defined area (geographical, socio-economic development, cultural features, etc.) that are developing plans and/or policies for inclusive gender equality, or that are interested in initiating this process.
Identify organisations that show interest in participating in a CoP to develop and/or strengthen their inclusive Gender Equality initiatives.
For organisations that are developing inclusive Gender Equality plans/programs/policies, it is important to find out:
- Date of initiation of their GEPs.
- Objectives and action plan.
- Status within the organisational structure.
- Allocated budget.
- Number and professional profiles of the responsible team.
- Activities developed since its creation and materials produced (publications, workshops, videos, etc.).
- Evaluations carried out and its results.
- Define and apply eligibility criteria for the selection process of the organisations that will be part of the CoP.
- Elaborate the list of selected organisations and the areas/persons to be contacted.
- Engage in communication with organisations that are potential members of the CoP in order to present its proposal and action plans. The offer should be clear and stimulating, explaining its general objective, its working plan, the commitment required in terms of time, activities, responsibilities of each member, etc. Also providing information on the convening organisations and the means of contact for queries. It is important to establish a time limit for receiving responses.
- The CoP develops its work plan through regular and periodic meetings, to exchange information, knowledge, experiences and positions on gender equality in higher education organisations. It is advisable to establish an agenda of topics to be addressed and discussed at each meeting in order to increase interaction and exchange of ideas or proposals in specific topics.
- It is essential that during the firsts meetings the group gets to know the basic characteristics, objectives and dynamics of a Community of Practice aimed at strengthening inclusive Gender Equality in HEIs, RPOs and R&I organisation eco-system. Emphasise the sense of horizontality, trust, cooperation, reciprocity, innovation and collaborative creation.
- Establishing agreements and commitments is necessary: regular attendance to meetings, participation in defining a work plan and common interest issues. Confirmation of the commitment to participate in the CoP for a determined period of time is recommended in order to give the CoP time to consolidate and collaborate, e.g., two years. This is also formalised through the signing of the MoU (See Template 1, Memorandum of Understaning).
- It is recommended to maintain permanent and systematic communication among all members. This is the CoP facilitator's responsibility.
Suggested initial activity in the CoP
Share the history of inclusive gender equality programs/plans in each of the CoP member organisations:
- Who initiated their development?
- Which are their objectives and their place within the organisational structure?
- Which activities does your organisation implement to promote and/or integrate inclusive Gender Equality (awareness plans, training programs, protocols, curriculum content reviews, creation of specific areas or units within the organisational structure, etc.)?
- Which are the main achievements of these interventions?
- Which were the obstacles/resistances encountered and how are they addressed? (See Resource 3.2)
- How many members make up the organisational Gender Equality team and what are their professional profiles?
- How are these measures valued by the different actors of the organisation; Are there units or actors that reject it or ignore those plans or policies?
- Do the organisations have relations with others that develop similar projects, and if so, how do they evaluate this experience?
For systematic organisational analysis, see Template 2, CoP Fact Sheet.
The information gathered in the first steps of the CoP will facilitate the identification of common or specific problems, resistance, advances and facilitating factors that affect the creation and development of inclusive GEPs in organisation HEIs, RPOs and other R&I organisations. It will also enable the definition of issues that require more complex theoretical and methodological approaches to be understood and solved.
The CoP facilitators can facilitate the development of the community by:
- Elaborating an agenda for each meeting, with specific guidelines/tasks and time for joint reflection on members’ experiences, cases, practices, dilemmas (see Resource 2.3).
- Elaborating and sharing reports of main topics discussed at each meeting.
- Designing and completing fact sheets (see Template 2 for the CoP Fact Sheet 2.) with relevant information on the progress of GEPs in each organisation, including statistical data (see Resources 2.1 and 3.3).
- Organising a bibliography repository consisting of research reports, evaluations, papers, etc. about different dimensions of the organisation of inclusive GEPs in organisation HEIs, RPOs and other R&I organisations.
- Creating and managing a repository (e.g., common cyber-platform) to compile documents produced by all members of the CoP.
At this stage, shared decisions are made, regarding:
- Significant issues to analyse and discuss throughout different moments / phases of CoP development. See the examples of issues for CoPs, below.
- Each organisation decides how to use its budget to implement the CoP work plan.
- The CoP might elaborate a Work plan to be developed by all CoP members, or by some of them. For example: a collaborative publication, research, or innovation projects on issues of common interest, audio-visual production material for dissemination of the experience and its results, participation in networks at national, regional and/or international level, organisation of forum or conference to present articles related to their experiences and learning processes within the CoP.
See Template 3, CoP Work Plan.
Elaborate an Operational Plan (see Template 4, CoP Operational Plan) to organise these activities and results, taking into account:
- time and resources needed (human, economic, logistical, etc.).
- indicators to follow up on what was planned and to be able to measure / record the achieved results.
- analysis of risks and definition of mitigation measures.
Examples of issues for the CoP to address:
Throughout the CoP lifetime, documenting the process is useful: progress and achievements of each organisation, obstacles, conflicts and unforeseen situations, etc.
Dissemination of the CoP objectives and its working methodology is also useful to increase its visibility and similar activities.
During the CoP-lifetime, it is recommended to hold regular periodic meetings in Support of the CoP activities as well to exchange information on the progress.
All CoPs have a life cycle. As Sanz Martos (2010) explains, when a Community of Practice ceases usually it plans other joint activities (a research project, other CoP with different objectives, organising a meeting or conference, publication, etc.).
The experience of ACT Project indicates that an adequate time frame for the lifecycle of a CoP is one to two years, with an activity level of biweekly meetings. Once the CoP has concluded its agreed lifetime, it is recommended that a collaborative self-evaluation is carried out to identify and analyse its contributions for each member and their organisations, particularly regarding the development of inclusive GEPs. Also, they can inspire other organisations to organise and develop similar processes.
Suggested guiding questions for the self-evaluation (can also be adapted to take place midterm):
- What did we intend should happen in the CoP and its member organisations?
- What has actually happened?
- Which barriers, supportive factors and remedial measures were addressed, and which were solved?
- What worked and might be recommended to other organisations with common interests?
- What should be changed or improved?
- What were the most significant lessons learned and recommendations for similar initiatives?
Resource 1.1
Wenger-Trayner, E. and Wenger-Trayner, B. An introduction to communities of practice: a brief overview of the concept and its uses, 2015.
https://www.wenger-trayner.com/introduction-to-communities-of-practice.
The text introduces the definition of the concept of community of practices, describes its characteristic features and points out important issues for its development. It is useful to guide the CoP facilitators in constructing the meaning and objective of said group space and for its development.
Resource 1.2
Palmén, Rachel and Jörg Müller . “Reflecting on a Community of Practice approach to organisational change for a greater gender equality in R&I and HE – Policy and practice” in A Community of Practice Approach to Improving Gender Equality in Research. London, European Commission, 2023.
https://doi.org/10.4324/9781003225546
This paper reflects upon the knowledge, experience and practice gained through taking a unique community of practice approach to fostering gender equality in the sectors of research and innovation, and higher education in Europe and beyond. It considers how inter-organisational collaboration can foster change for gender equality.
Resource 1.4
Thomson, Aleksandra ; Palmén, Rachel; Reidl, Sybille; Barnard, Sarah; Beranek, Sarah; Dainty, Andrew and Hassan, Tarek. “Fostering collaborative approaches to gender equality interventions in higher education and research: the case of transnational and multi-organisational communities of practice”. Journal of Gender Studies 31, no. (2022) 1, 36–54.
https://doi.org/10.1080/09589236.2021.1935804
https://openaccess.uoc.edu/handle/10609/139398
The text analyses experiences of transnational and multi-institutional communities of practice as a strategy for promoting GE initiatives. Prioritises collaborative methodologies and the construction of internal and external alliances to build legitimacy and points out the importance of analysing the particularities of each context.
Resource 1.6
Cambridge, D. & Suter, V. Community of Practice Design Guide A Step-by-Step, 2005.
This guide provides a practical approach to creating communities of practice (CoPs) based on experiences working with corporations, nonprofits, associations, government organisations, and elements that go into educational institutions. It provides a structure to help clarify the most important design defining, designing, launching, and growing CoPs both online and face-to-face
Resource 1.8
Hodkinson, Phil and Hodkinson, Heather. A constructive critique of communities of practice: moving beyond Lave and Wenger. Sydney: New South Wales, OVAL Research, 2004.
http://hdl.voced.edu.au/10707/18014
The authors carry out a critical reading of Wenger, focusing their interest on analysing the incidence of social and economic inequalities beyond the actual place of work and learning; analyse power relations and their influence on formal and informal social learning, addressing these processes from a social/participatory perspective
Resource 1.9
The FESTA Handbook on Resistance to Gender Equality in Academia
The handbook offers a summary of experiences and general recommendations about the work on gender equality. Proposes the use of statistical information and diagnoses to identify and characterise problems of gender inequality. It also proposes alternatives to create a gender-sensitive culture and transparent mechanisms to promote women's careers
Resource 2.1
Gender Equality Audit and Monitoring (GEAM) tool
https://geam.act-on-gender.eu/
It enables the collection of basic data on GE in institutions through a standardised survey. Its consistent use allows it to assess the impact of GEPs over time, as well as to make comparative analyses between institutions.
It was developed by AdvanceHE, Notus and OUC, in collaboration with ACT project partners. It is available in several languages
Resource 2.2
ACT Co-creation toolkit
Compiles a set of participatory methods and tools useful for CoPs to achieve the development of GE measures and promoting institutional change.
Resource 2.3
SPEAR CoP-methodology
https://zenodo.org/record/8334711
It presents the working methodology of the Communities within the framework of the SPEAR project. This consists of the feedback of two modalities: Communities of Practice and Learning Communities. This is a valuable experience to see the functioning and contributions of the CoPs in the framework of a broader project, such as INSPIRE.
Resource 3.1
Introducing CoPs as an instrument for organisational change- ACT Project
Introduction to the definition and characterization of Community of Practice as a way of working for Gender Equality, based on the experience of the ACT on Gender Project. Formed by groups of representatives from HEI, R&IO and RFO, the CoPs are framed in a shared domain of interest that becomes also a source of identification and a sense of commitment to a community.
Resource 3.2
ACT on Overcoming Resistance
It presents an overview of the main resistance to the proposal of a structural change, such as GEPs. Resistance to change has been identified as one of the main factors hindering its development, so identifying the different forms and causes of resistance is a first step to overcome them effectively.
Resource 3.3
GEAM Tool - An introduction
It presents how the GEAM Tool works, its main benefits for understanding and analysing the development of GEPs in each institution and for comparing between them. It also explains the steps to follow to access it and to use it efficiently.