Action Research

Action Research (AR) is a methodology that turns a business — or any activity — into hierarchical plan → act → observe → reflect cycles. The Research Agent keeps the cycles as library documents: the reflection of one cycle becomes the plan of the next, so the work winds into a spiral instead of running in place.

The cycle

A cycle is plan → act → observe → reflect, and it never really “finishes”: continuous iteration until the desired result — and beyond. The phases are not isolated — act and observe intertwine, and reflection goes on through the whole cycle, not only at the end.

Agile in software development is one implementation of Action Research: the same spiral of short iterations with observation and adjustment. AR applies it to any business.

Three levels

  • Strategic (the hour hand) — the evolution of the business as a whole: the business plan, KPIs → research/strategic-cycles/;
  • Tactical (the minute hand) — the evolution of individual directions: the offer, the marketing task queue → research/tactical-cycles/;
  • Applied (the second hand) — concrete tasks as mini-cycles → research/applied-cycles/.

The clock rule: the seconds must move the minutes. Short cycles are obliged to genuinely move the long ones — the speed of your business’s evolution equals the speed of cycle iteration at every level.

Double-loop learning

Single-loop learning changes tactics while keeping the same assumptions; double-loop learning changes the assumptions themselves. The strategic cycle explicitly decides what it is doing: optimizing the model (first-order) or changing the assumptions (second-order). Above the levels runs a meta-cycle — a periodic review of the cycles themselves: which are alive, which have run out of steam, where iterations are missing.

Rules for running cycles

  • the hypothesis is public and testable, with a verification metric — not “let’s try and see”;
  • execution records only the facts of what was done; plans and checklists live in the planning section;
  • new stages of a cycle are not written in advance — observe and reflect appear as data accumulates;
  • reflection ends with a concrete decision: continue, change, or close the cycle;
  • brevity, and no interaction during the process: the work runs on the best available assumptions, which are listed at the end.

Live examples

The product ships with our live cycles: strategic C1 (the business plan), C2 (the Action Research methodology), and C3 (KPIs); tactical — the offer and the marketing task queue. See Built-in Research.

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