Working in Cycles—Formulate, Prioritize, Test, Observe, Evaluate, and Reformulate

A sociological analysis becomes useful when it can engage with reality, learn from what is happening and changing, without the person conducting the analysis being blamed for the project’s failure.

Illustration for chapter 40: Working in Cycles—Formulate, Prioritize, Test, Observe, Evaluate, and Reformulate
Illustration for chapter 40: Working in Cycles—Formulate, Prioritize, Test, Observe, Evaluate, and Reformulate

After a sociological analysis, there are often several plausible explanations and several possible courses of action. This raises a new problem: how do you move forward without pretending that the analysis has already provided a definitive answer? This chapter presents a six-step work cycle: formulate, prioritize, test, observe, evaluate, and reformulate. The cycle is a working process, not a life journey, and not a system for monitoring every aspect of existence. It is intended to help a well-defined question engage with experience.

This chapter follows the discussion of social experiments and supportive sociality. The task here, therefore, is not to construct an experiment from scratch once again. Instead, it is about how a selected experiment is tracked over time: what actually happened, what costs and side effects arose, what conditions influenced the outcome, and how the next formulation needs to be adjusted. If the cycle is used merely to repeat the same demands on the individual, it has failed in its sociological purpose.

Action as a Way of Learning

Jane Addams described the social work at Hull House as experimental in a specific sense. The work needed to be closely tied to people’s everyday lives, gather experiences, and adapt as the situation demanded. Experimentation did not mean that people were turned into test subjects. It meant that ideas about social improvement had to be tested against real-life conditions. Kurt Lewin’s later formulation of action research similarly linked action and data collection. A change is implemented, the consequences are examined, and the next action is reshaped.

This tradition yields two important rules. First, participants should not be reduced to data sources; their experiences and influence are integral to the process. Second, uncertainty is not a reason to refrain from taking any action. One can try something small and reversible, while being clear about what one does not yet know. The work cycle brings these rules together in a format that can be applied to an everyday, relational, or organizational issue.

The steps do not have to take the same amount of time. Formulating a question may require several conversations, while the actual trial takes ten minutes. Sometimes observation reveals that the question was formulated at the wrong level. In that case, the cycle should not be forced to produce a neat result. It should go back and reformulate the problem. Returning to the drawing board is not a failure but the very essence of learning.

Consider the following before making a judgment

In everyday life, observation, interpretation, and evaluation are often conflated. “The meeting didn’t go well” could mean that no one responded, that a decision wasn’t reached, that the atmosphere became tense, or that the person themselves felt uncertain. These are different observations and lead to different next steps. A work cycle therefore requires a brief moment in which the event is described as concretely as possible before a final explanation is given.

This does not mean that the observation is entirely neutral. What we notice is influenced by our concepts, positions, and expectations. The point is more limited: to distinguish what happened from the initial conclusion about why it happened. That distinction makes it easier to compare experiences, ask others involved, and recognize when an interpretation is getting ahead of the facts.

Distinguish Between Event, Interpretation, and Evaluation

Purpose: To create a more reliable basis for observation from a completed trial.

Here’s how:

Choose a recently conducted experiment and write three sentences about what happened.

Underline words that convey a value judgment, such as good, bad, reluctantly, failed, or disrespectfully.

Rewrite each sentence as a visible or audible event: who did or said what, when, and in what context?

Then write your interpretation on one line and your evaluation on another.

Ask what additional observation or another person’s perspective might strengthen or weaken the interpretation.

Reflection: Did your conclusion change when the event was separated from the interpretation?

Limitation: The requirement for careful observation must not be used to deny obvious threats, discrimination, or abuse. Safety measures may be necessary before complete clarity is achieved.

Consider another possible explanation

A cycle of inquiry becomes flawed if every outcome automatically confirms the initial theory. If a colleague does not respond, this can be interpreted as a lack of interest, but it may also be due to unclear responsibilities, a heavy workload, or a communication channel that isn’t working. An alternative explanation does not have to be equally likely. Its purpose is to show which observation would cause us to change our view. In this way, sociological concepts are used as testable tools, not as labels that are always correct.

Test an alternative explanation

Purpose: To reduce the risk that a work cycle merely confirms the initial interpretation.

Here’s how:

Write the explanation you currently believe in most strongly in a single sentence.

Write a plausible alternative explanation that points to a different mechanism or level.

Formulate an observation that distinguishes between the explanations. What would you expect to see if the first explanation is better, and what if the second is better?

Set a limited task: ask a factual question, check a routine, or observe a new situation.

Rewrite the formulation so that uncertainty remains where the evidence is insufficient.

Reflection: What information became relevant only after an alternative explanation was formulated?

Limitation: Alternative explanations must not be used as a way to excuse clear acts of violence, discrimination, medical risks, or repeated boundary violations.

Intended and Unintended Consequences

Robert K. Merton demonstrated early on that purposeful social actions can have consequences that the actors did not intend. Knowledge is limited, conditions change, and multiple chains of action intersect. A measure can therefore achieve its goal while simultaneously creating new problems. A more efficient meeting may save time but reduce the opportunity for dissenting voices to be heard. A clearer boundary can protect recovery but shift caregiving responsibilities to someone else. A successful trial must therefore be evaluated beyond its stated objective.

Unintended consequences are not the same as unpredictable consequences. Some can be anticipated by asking who is affected, which resources are being reallocated, and what new rules are being created in practice. Others only become apparent afterward. The purpose of the work cycle is not to guarantee complete control, but to make it possible to identify and take responsibility for what the initial plan overlooked.

Look for unintended consequences

Purpose: To evaluate a trial outside the scope of the originally selected objective.

Here’s how:

Write down the intended effect of the experiment and whether it appears to have occurred.

Then review four areas: time, relationships, resources, and access. Note what changed in each one.

Ask who found it easier or harder to participate, influence, or recover.

Distinguish between an acceptable cost, a consequence that requires a change, and a consequence that means the trial should be terminated.

Include the most important consequence in the next formulation, even if it doesn’t fit the first theory.

Reflection: Which consequence would have gone unnoticed if you had only asked whether the main goal was achieved?

Limitation: Do not use small positive effects to justify large costs for others. Those affected need to be able to describe the consequences from their own perspectives.

When an Attempt Fails

In a culture that holds the individual responsible for continuous development, a failed attempt can easily become a judgment on the person. Then, “this approach didn’t work under these conditions” is translated into “I lack discipline” or “I can’t change.” Sociological therapy opposes this shifting of responsibility. An outcome can say something about the magnitude of the challenge, about resources, relationships, time, power, or about the original explanation. It is information about a configuration, not a judgment on a person’s worth.

A failure log may sound harsh, but it is used here to depersonalize the outcome. It asks five questions: Did the attempt succeed? Did the intended effect occur? What was the cost? What side effects arose? Under what conditions did this happen? When the answers are listed side by side, it becomes possible to keep one part, change another, or let go of the entire attempt without attributing it to a personal shortcoming.

Keep a Failure Log

Purpose: To make a weak or mixed result useful without turning it into self-criticism.

Here’s how:

Choose a completed experiment that didn’t yield the result you hoped for.

Briefly answer five headings: feasibility, impact, cost, side effects, and conditions.

List at least one condition external to the individual, such as a schedule, rule, resource, relationship, or access.

Indicate which part was actually tested and which part remains unknown.

Choose a decision: keep, change, move to another level, or let go.

Reflection: What did the outcome teach you about the situation that the word “failure” would otherwise have obscured?

Limitation: The log is a learning tool, not evidence. Do not use it to endure dangerous or harmful conditions for another cycle.

Compare without turning your life into a laboratory

Sometimes a second cycle is needed to understand what the first one revealed. In that case, you should change one specific element rather than everything at once. If you change the timing, participants, goals, and method all at once, it’s impossible to determine what made the difference. But everyday life isn’t a controlled laboratory. Events happen, people change, and the same situation can’t be recreated exactly. The comparison should therefore provide guidance, not pretend to establish definitive causal knowledge.

Change one thing in the next cycle

Purpose: To compare two controlled experiments and see if a specific condition appears to make a difference.

Here’s how:

Choose an initial experiment that was well-controlled but yielded an unclear or mixed result.

Decide on a single element to change: time, scope, participants, support, or wording.

Keep the other elements as similar as practical circumstances allow.

Observe the same two or three indicators in both trials.

Compare without overestimating the certainty: did the change seem to help, hinder, or make no clear difference?

Reflection: Which factor now appears to be more significant, and what remains unclear?

Limitation: Do not conduct repeated trials with anything that increases risk, stress, conflict, or symptoms. The comparison does not need to continue until a positive result occurs.

When the issue needs to be addressed at a different level

An individual attempt may reveal that the problem lies at a different level. If a person repeatedly fails to secure uninterrupted work time because the organization rewards constant availability, the next step is not yet another concentration exercise. The focus needs to shift from the individual’s habits to the workplace’s norms and decision-making processes. Similarly, a relational difficulty may require a mutual agreement, while a recurring obstacle in healthcare or interactions with government agencies may need to be documented and addressed at the institutional level.

Shifting the level of action does not mean that the individual lacks room to act. It means that the action is directed toward a more relevant recipient. This may involve bringing together several stakeholders, requesting an adjustment, proposing a new procedure, or documenting a pattern. Sometimes, the scope for action remains very limited. In such cases, the work cycle can at least prevent the entire responsibility from being placed on the person with the least power to change the circumstances.

Shift the issue to the right level

Purpose: To reframe a recurring obstacle when individual efforts point to relational, organizational, or institutional conditions.

Here’s how:

Write down which individual effort has been repeated and what the outcome was.

Identify the recurring condition that the attempt could not change: a relationship, norm, rule, resource allocation, or decision-making process.

Choose the level at which the condition can actually be influenced: mutual agreement, group, organization, or institution.

Formulate a small action directed at that level, such as a specific request, joint documentation, or a question for a responsible party.

Determine what would indicate that the matter needs to be escalated, put on hold, or referred to a professional for support.

Reflection: How does the division of responsibility change when the problem is framed at the level where the conditions are created?

Limitation: One person should not bear the burden of an organization’s change efforts alone. Take into account power imbalances, the risk of reprisals, and the need for union, legal, or other support.

Maintain, Change, or Terminate

Reformulation does not automatically mean a new round. A work cycle may be concluded. An attempt may have yielded sufficient knowledge, the issue may have become less important, or the cost may be too high. Abandoning an effort is sometimes the most rational outcome. Other times, a small part should be retained while the rest is changed. The decision becomes clearer if you distinguish between protecting a value and defending the method that was initially chosen.

Keep, Change, or Drop

Purpose: To conclude a work cycle with an explicit decision rather than letting the experiment continue out of habit or self-criticism.

Here’s how:

Write down which value or need the trial was intended to protect.

Summarize what you know about feasibility, effectiveness, cost, side effects, and conditions.

Choose one of three decisions: keep it in its current form, modify a specific part, or abandon the method.

If the method is discontinued, note whether the value still requires a different form of action or if the issue can be set aside.

Set a date when the decision may be reconsidered, but only if there is new information or changed circumstances.

Reflection: Are you clinging to the value, to the method, or to an image of yourself as someone who must succeed?

Limitation: Self-optimization is not the goal. Stop immediately if a challenge is harming you or others; do not plan a new cycle until safety has been restored.

A cycle that preserves both action and reflection

The strength of the work cycle lies in the alternation between action and reflection. Reflection alone can leave a person with an increasingly detailed understanding but without new experience. Action alone can reinforce prevailing norms and obscure the consequences. When the two alternate, a framework can engage with reality, and reality can have the power to reshape that framework.

The sociological distinction is evident in what counts as a result. It may be a functional change in everyday life, but it may also be the discovery that a rule needs to be changed, that several people need to act together, that a resource is lacking, or that a method should be abandoned. In this case, the work cycle has not turned life into a performance project. It has created a limited framework for testing, learning, and redistributing responsibility.

Concept Overview

This overview reiterates the concepts that underpin the chapter’s reasoning and exercises.

Work cycle. A defined workflow: formulate, prioritize, test, observe, evaluate, and reformulate.

Formulation. A preliminary description of what is happening, in what situation, and through what possible mechanisms.

Prioritization. The selection of an issue that is important, possible to influence, and sufficiently safe to investigate at this time.

Testing. A small, clear, and preferably reversible change that can yield new insights.

Observation. A concrete description of what happened, separate from the initial interpretation and evaluation.

Evaluation. An assessment of feasibility, impact, cost, side effects, and the conditions that influenced the outcome.

Reformulation. Changing one’s understanding or course of action based on what became apparent, including by shifting focus or discontinuing the effort.

Action research. A tradition in which action, data collection, participation, and altered action are linked in an iterative process.

Alternative explanation. Another possible mechanism that makes it possible to specify which observation would change the conclusion.

Unintended consequence. A consequence of a deliberate action that was not part of the actor’s original intention.

Shifting of responsibility. When a problem created relationally, organizationally, or institutionally is made the sole responsibility of the individual.

Shifting the focus. Directing the next statement and action toward the relationship, organization, or institution where the decisive condition is created.

References

Addams, J. (1910). Twenty Years at Hull-House. Macmillan.

Berglund, A. (2026). Sociological Therapy and Diagnostics. Unpublished manuscript.

Lewin, K. (1946). Action research and minority problems. Journal of Social Issues, 2(4), 34–46. https://doi.org/10.1111/j.1540-4560.1946.tb02295.x

Merton, R. K. (1936). The unanticipated consequences of purposive social action. American Sociological Review, 1(6), 894–904. https://doi.org/10.2307/2084615