Showing posts with label strategic planning. Show all posts
Showing posts with label strategic planning. Show all posts

Sunday, April 18, 2021

From D to D, Chapters 6 and 7: A Rut By Any Other Name

This post is a continuation of my "study guide" and commentary on the book From Dictatorship to Democracy by Dr. Gene Sharp. In this series of posts, I have shortened the title of the book to From D to D. As I have said in previous posts, the consideration of this book is highly relevant for these times, in which those who support the supremacy of the world's dominant peoples have created a world in which a select few get to Make Themselves Great by exploiting everyone else. The poor of the earth experience this exploitation as enslavement, discrimination, harassment, dispossession, and the threat of genocide. Many live as refugees. Theirs is an experience of apparent utter powerlessness in the face of an all-consuming, murderously abusive power. Yet the poor of the earth do have at their disposal a "weapons system" and a strategic method which holds the promise to liberate them from their oppression if they dare to use it. That means of liberation is strategic nonviolent resistance.

This topic is timely even today, even though Donald Trump is no longer the President of the United States.  For the structures of inequality which he amplified are not yet dismantled.  Thus the need of the hour for communities of the oppressed is to organize ourselves for our collective liberation.  For organizers, this involves learning to persuade significant numbers of people to do things that are hard, that involve cost, that involve risk.  My interest in studying the art of community organizing has therefore been to learn to do just that: to learn to persuade my brothers and sisters to engage in effective liberating collective action.  To me it seems that the study of community organizing is a natural outgrowth and next step in the study of strategic nonviolent resistance, since this resistance is most effective when it is practiced by organized collectives of people instead of isolated individuals.

But the act of liberating oneself and one's people from long-term oppression is unavoidably disruptive to those who benefit from the present oppressive status quo.  This is especially true when the oppressed follow a strategy which their oppressors are not ready to meet, and which these oppressors therefore cannot counter.  Therefore, the masters of the present oppressive systems will do all they can to prevent the rise of this kind of effective, disruptive resistance.  In this pursuit, these masters have developed their own strategy.  That strategy has been to condition society in such a way that any expressions of collective discontent emerge within certain channels for which the masters have already prepared effective countermeasures, and which these masters are therefore quite ready to meet.

One example of the strategy of the oppressors has been the ways in which collective labor action has been tamed over the decades to the extent that officially recognized unions in their dealings with organized business are forced to follow rules of engagement which effectively de-fang and de-claw these unions so that they are no longer a threat to big business.  Therefore these unions have become worthless, because their most powerful weapon - the strike - has been declared unlawful (or "unprotected") in the vast majority of cases.  Also, most officially recognized unions have by now become "business unions," whose leadership actively discourages their members from the kind of disruptive collective action that could actually threaten economic inequality.  Collective bargaining and organized labor have therefore become the kind of challenge that holders of concentrated wealth and power are quite ready to meet.

I'd like to suggest that another strategy of the oppressors has been to define nonviolent resistance solely as mass protest.  Leaders of oppressive regimes (and of oppressive systems in supposedly democratic countries) have known for a fairly long time that the most disruptive change-making movements are nonviolent.  Therefore they have known for a long time that the best way to neutralize such movements is to inject violence into them.  While there are well-documented cases of this injection of violence into Russian anti-tsar protests and American labor strikes in the 19th century and early 20th century, it is important to note the history of the injection of violence into protests from the 1990s to the present day.  This was especially apparent during the clashes between the "Antifa" and various right-wing white supremacist groups before the 2018 U.S. elections and the infiltration of Black Lives Matter protests by various white supremacist groups in 2020.  (For documented proof of white supremacist infiltration in the protests of 2020, see "Riots, White Supremacy, and Accelerationism" by the Brookings Institution, "Far-right extremists keep showing up at BLM protests. Are they behind the violence?" by the Kansas City Star, "Small But Vocal Array of Right Wing Extremists Appearing at Protests" by the Anti-Defamation League, and "Far-Right Infiltrators and Agitators in George Floyd Protests:Indicators of White Supremacists," by Mia Bloom of the Reiss Center on Law and Security at New York University School of Law.)  As these events have shown, it is childishly easy for an oppressor to inject violence into a supposedly nonviolent protest.  After this injection occurs, it then becomes childishly easy for the oppressor to justify the use of lethal force to crush the protest.  To base a "movement" solely on the tactic of mass protest is therefore to mount a challenge that the holders of concentrated privilege are again quite ready to meet.

(One note about that last paragraph.  The advice given by the International Center on Nonviolent Conflict during the "Antifa" clashes of 2018 and the BLM protests of 2020 is yet another reason why I have largely stopped listening to the ICNC - as I think at least some of their members have gotten into the business of deliberately giving bad advice to victims of American oppression who are trying to free themselves from that oppression.  Otherwise, how can one explain Tom Hastings' criminally stupid suggestion that there are cases where destroying other people's property can help a nonviolent movement?  And to think that the ICNC let him say that under their masthead!  Or Steve Chase's suggestion that we who seek to prevail by means of strategic nonviolent resistance must sometimes be willing to work with the kind of "protestors" who embrace "diversity of tactics" and follow the "St. Paul's principles" as he suggested during a 2018 online civil resistance course hosted by the ICNC?  He failed to mention that nonviolent organizations which attempt to partner with or dialogue with groups who embrace violence can themselves also become legitimate targets of police action!  Or take Daniel Dixon's suggestion during that same online course that movements that combine both violent and nonviolent tactics can achieve greater synergies than movements that remain strictly nonviolent.  What an idiotic thing to say - especially since history shows that movements that combine violent and nonviolent tactics are more easily crushed by their opponents!)

But there is yet another strategy of the oppressors which should be pointed out.  And that is to define the goal of community organizing as the building of power by a constituency in order to prevail in a political contest and a political system whose rules of engagement have actually been set up by people who dominate and exploit that constituency.  In other words, we are told that the main reason why we organize should be in order to help us prevail in electoral politics according to the rules of the present political system.  To say such a thing, however, is to ignore the fact that the rules of that system were set up by rich, powerful oppressors in order to maintain and preserve the power and positions of those oppressors.  To play the game by these rules is therefore to lose unless you are one of the privileged people for whose benefit the game was originally created and rigged.  To me therefore, the goal of learning to organize is not to try to build power to win at a game that was actually rigged to make me a loser.  The goal of learning to organize is to teach myself and my people to start playing a different game altogether in order to make the first game irrelevant.  Here it must be remembered that nonviolent civil resistance is a means of seeking change by means that lie outside of existing institutions.  That is the goal of my organizing and of my study of the art of organizing.

Let me close by re-quoting Basil Henry Liddel-Hart:
The most effective indirect approach is one that lures or startles the opponent into a false move so that, as in jiu-jitsu, his own effort is turned into the lever of his overthrow.

And from Gene Sharp, 

Even in military conflicts, argued Liddell Hart, generally effective results have followed when the plan of action has had "such indirectness as to ensure the opponents' non-readiness to meet it."  It is important "to nullify opposition by paralyzing the power to oppose"...

In other words, don't get stuck in ruts that someone else has dug for you. 

 

Sunday, March 21, 2021

From D to D, Chapter 6 (Continued): Grand Strategy

Emancipate yourselves from mental slavery
None but ourselves can free our minds
Have no fear for atomic energy
'Cause none of them can stop the time

How long shall they kill our prophets,
while we stand aside and look?
Some say it's just a part of it, 
We've got to fulfill the book ...

Won't you help to sing
These songs of freedom?
'Cause all I ever have:
Redemption songs
Redemption songs

- Bob Marley, Redemption Song

This post is a continuation of my "study guide" and commentary on the book From Dictatorship to Democracy by Dr. Gene Sharp. In this series of posts, I have shortened the title of the book to From D to D. As I have said in previous posts, the consideration of this book is highly relevant for these times, in which those who support the supremacy of the world's dominant peoples have created a world in which a select few get to Make Themselves Great by exploiting everyone else. The poor of the earth experience this exploitation as enslavement, discrimination, harassment, dispossession, and the threat of genocide. Many live as refugees. Theirs is an experience of apparent utter powerlessness in the face of an all-consuming, murderously abusive power.  Yet the poor of the earth do have at their disposal a "weapons system" and a strategic method which holds the promise to liberate them from their oppression if they dare to use it.  That means of liberation is strategic nonviolent resistance.

A key word in the phrase "strategic nonviolent resistance" is the word "strategic."  The success of this kind of resistance therefore depends heavily on the formulation of a wise collective strategy of liberation by the oppressed group.  What then makes for good strategy?  In Chapters 6 and 7 of From D to D, Gene Sharp seeks to answer this question.  In Chapter 6 therefore, Sharp starts by laying out the skeleton of strategic planning.  To do this, he defines the following four terms: grand strategy, strategy, tactic, and method.  Today's post will discuss what is meant by grand strategy.

What then is grand strategy?  In Chapter 6 of From D to D, Sharp defines it thus: 
Grand strategy is the conception that serves to coordinate and direct the use of all appropriate and available resources (economic, human, moral, political, organizational, etc.) of a group seeking to attain its objectives in a conflict.  Grand strategy, by focusing primary attention on the group’s objectives and resources in the conflict, determines the most appropriate technique of action (such as conventional military warfare or nonviolent struggle) to be employed in the conflict. In planning a grand strategy resistance leaders must evaluate and plan which pressures and influences are to be brought to bear upon the opponents.  Further, grand strategy will include decisions on the appropriate conditions and timing under which initial and subsequent resistance campaigns will be launched.
This definition draws heavily from the definition contained in B.H. Liddell-Hart's book The Strategy of Indirect Approach, in which Liddell-Hart says that
As tactics is an application of strategy on a lower plane, so strategy is an application on a lower plane of 'grand strategy'. If practically synonymous with the policy which governs the conduct of war, as distinct from the permanent policy which formulates its object, the term 'grand strategy' serves to bring out the sense of 'policy in execution'. For the role of grand strategy is to co-ordinate and direct all the resources of a nation towards the attainment of the political object of the war - the goal defined by national policy.
These definitions serve to describe what grand strategy does; yet they may seem to fall short of describing what it actually is.  Liddell-Hart comes closer to the mark in saying that grand strategy is simply a higher plane of strategy in general.  And he offers a very concise definition of strategy as "the art of distributing military means to fulfill the ends of policy."

Since Liddell-Hart, others within the realms of governments have tried to create a concise and stable definition of "grand strategy."  Among these are Dr. Tami Davis Biddle, who quotes John Lewis Gaddis in describing grand strategy as “the calculated relationship of means to large ends. It’s about how one uses whatever one has to get to wherever it is one wants to go.”  Timothy Andrew Sayle quotes Jeremi Suri in writing that "grand strategy is the wisdom to make power serve useful purposes."  Peter Layton says that "Grand strategy is the art of developing and applying diverse forms of power in an effective and efficient way to try to purposefully change the relationship existing between two or more intelligent and adaptive entities."  Andrew Monaghan wrote that grand strategy is the art of “using all of the nation’s resources to promote the interests of the state, including securing it against enemies perceived and real.”

From these and other sources, we can conclude therefore that grand strategy is the art of arranging all the resources of a state or polity in order to achieve its goals.  (That's the TH in SoC definition!) Therefore, the ultimate goals of a nation direct its grand strategy.  And while sometimes those goals are rationally chosen and planned, it is also true that often the goals of a nation are an emergent product of the nation's culture, and thus not always consciously obvious even to the nation's leaders, as pointed out by Sayle, who provides the following quote from Edward Luttwak:
All states have a grand strategy, whether they know it or not. That is inevitable because grand strategy is simply the level at which knowledge and persuasion, or in modern terms intelligence and diplomacy, interact with military strength to determine outcomes in a world of other states with their own “grand strategies.
Here's the thing.  The only polities that can get away without an explicit, consciously planned grand strategy are those centers of empire that are at the height of their power.  And they can get away with this only for so long before there are consequences.  Most of the world's oppressed peoples are those whose oppression is a consequence of their own lack of a grand strategy.  If you don't make good plans for yourself and your people, be sure that other people - most of whom are very powerful and not very nice - will make plans for you.  Often those plans will involve things like roasting you over a slow fire and sticking you between two pieces of bread.

Careful readers will note that I pulled most of the definitions of grand strategy quoted above from thinkers and writers who are paid by governments to think and write.  And the relationship between governments of nations and grand strategy is that these governments usually employ people whose job in life is to carefully document the state's resources, both military and otherwise.  These record-keepers include census workers, tax collectors, and paid researchers.  A second characteristic of this relationship is that strong governments are usually able during emergencies to use their authority (backed by State force) to compel their citizens to give their resources for the support of the nation's grand strategy.  How does this compare to members of an oppressed people who are planning the nonviolent liberation of their people?

The first difference to note is that often those who are activized to start organizing their people won't have access to some detailed, nicely curated database of their people's resources, capabilities and weaknesses.  Nor will they have the wherewithal to create such a database - at least, not at first.  Therefore their knowledge of their people and of their collective situation will have to be gained during a long period of observation, of meeting people, of listening to their stories, of asking questions.  In other words, developing a grand strategy may well have to start with an extensive fact-finding phase.  Nor can this fact-finding be limited solely to learning about one's own people.  One must also learn to identify the strengths, weaknesses and resources of one's allies, potential competitors, and opponents.

There is a second difference between grand strategy as applied by a national government and grand strategy as applied by the organizers of a liberation struggle among an oppressed people.  That difference is that unlike the heads of a state, the organizers of a nonviolent liberation struggle can't compel or force people to give themselves and their resources to the organizers in order to fulfill the grand strategy of the organizers.  These leaders and organizers can't create draft boards to seize young men and put them into the organizers' services.  They can't condemn real estate or use eminent domain or levy taxes to seize the assets of their brothers and sisters.  Instead, they must ask and persuade; they must accept that resources will only be given voluntarily.  The question for the organizers then becomes how to persuade this voluntary giving.  This difficulty is real, yet not often as obvious as it should be to people like Derek Sivers who talk of movement-building as if it was as easy as a shirtless dancing guy on a beach getting everyone else on the beach to start dancing.

I therefore suggest that a process of creating a grand strategy of liberation for an oppressed people begins with crafting a "vision of tomorrow" - that is, by setting before one's people a concrete description of where we should all want to go and how we will try to get there.  Some necessary aspects of this vision of tomorrow:
  • First, it must be a high-level description which lays out general goals and methods, and does not descend too deeply into specifics (avoiding "getting down into the weeds", as they say).  As Guy Kawasaki says, a mission statement with a couple of dozen points is very unwieldy!
  • Second, it must be open to revision at first as the organizers engage in dialogue with the people whom they seek to organize.  For instance, the organizer may discover during the listening and asking questions phase of his or her work that there are things that are very important to the people being organized which were missed by the organizer in the first conception of the vision of tomorrow.
  • Third, the vision of tomorrow must serve to motivate people to give of themselves and their resources to a cause which involves their entire people and not just the wishes of the organizers.
A few weeks ago I sketched out my own tentative version of a "Vision of Tomorrow" for the African-American people.  Here it is:

The goal: To organize the African-American people into a people who are:
  • Self-sufficient, both individually and collectively (1 Thessalonians 4:11-12);
  • Fully equipped to fulfill our ontogeny;
  • Expert in producing beautifully good work to meet necessary needs (Titus 3:14);
  • A people who can no longer be oppressed.
How we will get there: 
  • We will organize our own mutual aid networks.  (A potluck, NOT a free lunch!)
  • We will organize our own education.
  • We will organize our own training to create experts in community organizing and strategic nonviolent resistance.
  • We will begin to use our collective power strategically to deny our oppressors any payoff from their oppression.
This is what I intend to work for and how I intend to spend my time when I engage in organizing.  But it's only a start.  In order to get buy-in for this sort of vision, I need to hear what my brothers and sisters think about it and how and where they think it should be changed.  It may also need to be shortened and condensed to make it more punchy and memorable.

I will close by suggesting that readers study some of the more well-known successful nonviolent liberation struggles in recent history to see how grand strategy was conceived and evolved, and who did the strategizing.  Particularly, how did Gandhi do it?  Or how about the Reverend James Lawson or OTPOR! or Solidarnosc?  How did these craft a compelling "Vision of Tomorrow"?

A SUGGESTED READING LIST

Sunday, February 28, 2021

From D to D, Chapter 6 (Continued): Spending Wisely

This post is a continuation of my "study guide" and commentary on the book From Dictatorship to Democracy by Dr. Gene Sharp. In this series of posts, I have shortened the title of the book to From D to D. As I have said in previous posts, the consideration of this book is highly relevant for these times, in which those who support the supremacy of the world's dominant peoples have created a world in which a select few get to Make Themselves Great by exploiting everyone else. The poor of the earth experience this exploitation as enslavement, discrimination, harassment, dispossession, and the threat of genocide. Many live as refugees. Theirs is an experience of apparent utter powerlessness in the face of an all-consuming, murderously abusive power.  

Yet the poor of the earth do have at their disposal a "weapons system" and a strategic method which holds the promise to liberate them from their oppression if they dare to use it.  That means of liberation is strategic nonviolent resistance.  But employing that means of liberation involves accepting the risk of further suffering by the oppressed as part of their struggle.  And here we encounter a common problem: namely, that those who are in the group which must struggle for its liberation have been conditioned by the historical experience of their suffering into patterns of compliance by which they hope to minimize their suffering as much as possible.  It's as if they are saying, "Life is already hard.  Why make it harder for ourselves by challenging our masters?  After all, they can make things really hard for us!"  This attitude might seem to make sense, but it contains the seeds of a contradiction, namely, that the oppressed will suffer regardless of whether they comply as good little victims or whether they choose to resist.  The only difference between the two choices of suffering is that suffering as good little victims is pointless and ultimately hopeless, for it does not accomplish anything.  On the other hand, the suffering that comes from struggle contains within it the seeds of liberation.

The first persons in an oppressed group who choose to struggle for liberation are those who have experienced cognitive liberation as I define it.  This is the point at which an oppressed person decides that he or she will no longer tolerate the oppression and its accompanying humiliation, and that he or she will begin to live in truth from now on - even if it means suffering.  These cognitively liberated individuals frequently become the "seed crystals", the organizers around whom an organized liberation struggle forms and grows.  This willingness to live in truth no matter the cost (and the accompanying willingness to accept that cost) is essential for those who begin to struggle for liberation.  Cowards and Uncle Toms don't liberate themselves.  As Gene Sharp says in How Nonviolent Struggle Works  (HNVSW), "A prerequisite of nonviolent struggle is to cast off or control fear of acting independently and fear of the sufferings which may follow."

Yet this cognitive liberation (and its resulting courage) is not the only ingredient needed for a successful liberation struggle.  A fully human being has both a feeling heart and a thinking head.  The heart guides people to where they should want to go, but the head tells people how to get there.  The head is where strategy is crafted.  Strategy is the answer to the question of how to act "in order to meet one's moral responsibility and maximize the effects of one's actions...The better the strategy, the easier you will gain the upper hand, and the less it will cost you." (HNVSW, page 66).

Concerning the crafting of strategy, it is important to note how much the practitioners of strategic nonviolent resistance can learn from the military.  For the armed forces of most nations that have been around for a while contain entire departments that are devoted to developing and teaching strategy.  (Think of the National War College of the United States, for instance.)  As with nonviolent actionists, those who become soldiers must be willing to pursue a course of action in conflict even though pursuing that course carries with it the risk of suffering and death.  Yet the soldiers and their commanders must also be willing to adapt their course of action to achieve the greatest effect with the least cost.  Those nations whose militaries do not count the cost tend to lose.  This is why a significant portion of Gene Sharp's thinking on the strategic element of strategic nonviolent resistance was drawn from military sources.  We will consider one of these sources today.

Basil Henry Liddell-Hart fought in World War 1 as a British army officer.  He was twice wounded in action, and the entire experience of the war (both personal experience and as an observer of strategy) had a profound effect on him.  In particular, he saw the wastefulness of that war, the damaging effect of the egos of the chief leaders on the conduct of the war, and the futility of two evenly-matched armies going head to head against each other in a straight-up slugfest.  This is what motivated him to write The Strategy of Indirect Approach in the 1940's.  This book contains several terms that are mentioned by Gene Sharp in his writings, particularly the concepts of grand strategy, strategy and tactics.

Among the other elements in his book are the following gems:
  • The purpose of strategy is "to diminish the possibility of resistance [by your opponent]."  This is achieved by choosing a course of action which your opponent is not ready to meet.
  • The perfection of strategy is to achieve a decision "without any serious fighting."
  • Clausewitz said that "All military action is permeated by intelligent forces and their effects."  Liddell-Hart comments that "Nevertheless, nations at war have always striven, or been driven by their passions, to disregard the implications of such a conclusion.  Instead of applying intelligence, they have chosen to batter their heads against the nearest wall."
  • Instead of "battering his own head against a wall," the strategist's aim "is not so much to seek battle as to seek a strategic situation so advantageous that if it does not of itself produce the decision, its continuation by a battle is sure to achieve this."
  • Therefore, the aim of strategy is to dislocate one's opponent - whether psychologically or logistically.  This occurs as the resisters pursue the opponent's line of least resistance, which on a psychological level is the same as pursing the opponent's line of least expectation.  
  • One of the best ways of dislocating your opponent is to pursue a course of action which has multiple possible objectives.  By doing so, you increase your chances of achieving at least one or more of these objectives, while at the same time you put your opponent into a dilemma, as he will not know which of your objectives to guard against.
  • "The more strength you waste the more you increase the risk of the scales of war turning against you" - in other words, the more strength you waste, the greater the chance that you will lose!
  • "Do not throw your weight into a stroke whilst (or, for us Americans, "while") your opponent is on guard."
If strategy is so important in military action in order to achieve goals with the minimum expenditure of strength, how much more important it is in conflicts in which one side does not use physical weapons at all in its struggle against a potentially violent opponent!  In his writings on strategic nonviolent resistance, Gene Sharp points out how the method of strategic nonviolent action can itself be a powerful indirect response to the direct organized violence of an oppressor, and how that indirect response can shatter the oppressor's ability to oppress.  As Sharp says, "It is important to 'nullify opposition by paralyzing the power to oppose' and to make 'the enemy do something wrong'..." (HNVSW, page 67.)  Nonviolent means are uniquely suited to accomplishing this task.  

But nonviolent means must be directed by a wise strategy in order to achieve this goal.  It is not enough simply to be committed to a certain moral or spiritual philosophy.  Case in point: I have suggested to some of the Black Lives Matter organizers that they need to do more in-depth study of strategic nonviolent resistance.  They might not realize this, but the reason I suggested this is that I think that last year, their opponents were able over time to run rings around them during the protests over the police murder of George Floyd and other African-Americans.  One of these organizers  responded by emailing me a link to "an amazing organization" that does training in "Kingian nonviolence".  A quick look at this "amazing organization" shows that they want to train people in what I call "nonviolence as a an expression of spirituality."  That is NOT what I'm talking about when I say the phrase "strategic nonviolent resistance."  In fact, I would say that every time someone hears me say "strategic nonviolent resistance" and thinks I'm saying "nonviolence", a kitten dies somewhere.  (Stop killing kittens!  The cat you save may be your own.)  Strategic nonviolent resistance is NOT a mere "expression of 'spirituality.'"  It is instead a means of liberation.  I want it to be used by historically oppressed people of color as a means of liberation of historically oppressed people of color.  And on a very pragmatic level, this method works better (and is much cheaper) than violence.  Please forgive my tone here, but I'm trying to correct a serious mistake.

The chief element of an effective strategy is the grand strategy of the struggle group, and this grand strategy orchestrates the development and choice of  campaign strategies, tactics and methods.  In my next post in this series, God willing, I will discuss what makes a good grand strategy, as well as discussing how campaign strategies, tactics and methods should be chosen to implement this grand strategy.  Stay tuned.

Sunday, February 21, 2021

From D to D, Chapter 6 (Continued): The Role of Cognitive Liberation In Strategic Thinking

This post is a continuation of my "study guide" and commentary on the book From Dictatorship to Democracy by Dr. Gene Sharp. In this series of posts, I have shortened the title of the book to From D to D. As I have said in previous posts, the consideration of this book is highly relevant for these times, in which those who support the supremacy of the world's dominant peoples have created a world in which a select few get to Make Themselves Great by exploiting everyone else. The poor of the earth experience this exploitation as enslavement, discrimination, harassment, dispossession, and the threat of genocide.  Many live as refugees.  (Indeed, when one considers the ways in which people in the United States end up homeless nowadays, one can see that we have created our own homegrown refugees.)  This is an experience of apparent utter powerlessness in the face of an all-consuming, murderously abusive power.  

In the last post in this series, I quoted a source which said that "Whenever people are badly treated, they always resist.  In our experience, people always resist violence and abuse in some way."  And yet for that resistance to be an effective means of liberation, it must be strategic.  Developing an effective strategy of liberating resistance can be challenging.  Often the first challenge lies within the resisters themselves, for as Gene Sharp says in Chapter 6 of From D to D
"It is also just possible that some democratic movements do not plan a comprehensive strategy to bring down the dictatorship, concentrating instead only on immediate issues, for another reason.  Inside themselves, they do not really believe that the dictatorship can be ended by their own efforts."
As I mentioned in that last post, if a victim of oppression is moved to resist that oppression, yet the victim does not really believe that his or her efforts will actually bring an end to that oppression, this pessimism will tend to make the resistance ineffective if not downright dysfunctional. The kind of resistance that actually liberates requires first that the oppressed be liberated in their minds, in their souls. This is the beginning and foundation of the term "cognitive liberation" as I define it. And according to my definition, the beginning of cognitive liberation is the "point in which an oppressed person decides that he or she will no longer tolerate the oppression and its accompanying humiliation, and that he or she will begin to live in truth from now on - even if it means suffering (up to and including death)."  This kind of cognitive liberation therefore must rest on a foundation of willingness to suffer and to die, a foundation of confidence even in the face of death.  For me, one foundation of my own cognitive liberation lies in this: "Since then the children [that is, human beings] share in blood and flesh, He Himself [that is, Jesus Christ] likewise also partook of the same, that through death He might render powerless him who had the power of death, that is, the devil; and might deliver those who through fear of death were subject to slavery all their lives." (Hebrews 2:14-15)

One effect of this kind of cognitive liberation is that the liberated begin to say, "Where there's a will, there's a way."  In other words, they begin to actively explore their situation in order to find out what elements they can shift, and how the shifting of those elements can begin to achieve long-term goals.  But it is precisely here that those seeking to liberate themselves encounter a great debate.  It's as if one was a character in a fairy tale who escapes from a dragon's lair and begins to tread the path to freedom - only to find the path blocked by two stone towers which face each other on either side of the path, and from which soldiers in each tower lob stones and arrows at the soldiers in the opposite tower.  Atop one of the stone towers is a single white banner flying in the wind, with the word "SKILLS" emblazoned on it in in royal blue.  Atop the other tower is a single blood-red banner flying in the wind, with a skull and crossbones and a single word emblazoned on it in fire-colored letters: "CONDITIONS."  The soldiers in the "SKILLS" tower are a mix of cognitively liberated practitioners of resistance and organizing, and they are helped by a collection of friendly academics.  The soldiers in the "CONDITIONS" tower tend to all be academics and mouthpieces of large media outlets.  The "CONDITIONS" soldiers also tend at times not only to shoot at the soldiers in the "SKILLS" tower, but also at the pilgrims on the path of life who are escaping from the dragon.

For a central debate among social movement scholars is precisely the importance of skills versus conditions in the creation of transformative social movements.  And here I will cite Chapter 3 of Doug McAdam's 1982 book Political Process and the Development of Black Insurgency 1930-1970.  It is in this chapter that McAdam defines what he means by "cognitive liberation."  In that chapter, McAdam mentions two theoretical models of power in a society such as that of the United States.  Both models acknowledge that "wealth and power are concentrated in America in the hands of a few groups, thus depriving most people of any real influence over the major decisions that affect their lives.  Accordingly, social movements are seen...as rational attempt by excluded groups to mobilize sufficient political leverage to advance collective interests through noninstitutionalized means."  

According to one of the two models, the disparity in power between the elite and excluded groups is so great that the power of the elites is virtually unlimited.  Thus the "CONDITIONS" scholars cite this structural imbalance of power as a determining condition of any liberation struggle.  (Or to put it another way, the message of the "CONDITIONS" soldiers is often, "Dude, it's hopeless!  Just give up!")  However, the "SKILLS" soldiers understand that every system of domination and oppression depends in some way on the people who are oppressed, and that thus "any system contains within itself the possibility of a power strong enough to alter it."  In other words, they see that the oppressed have a certain collective power which is able to fundamentally alter their situation if it is exercised collectively.  The reason why this power is not exercised is due to "shared perceptions of powerlessness."  Note that the elites "seek to keep unrepresented groups from developing solidarity and politically organizing..."  However, "the subjective transformation of consciousness is...crucial to the generation of insurgency."  In other words, when the perceptions of powerlessness in the oppressed are changed, the oppressed begin to liberate themselves.

How then does that perception of powerlessness begin to change on a mass basis?  McAdam asserts that it first begins by a change in the large-scale circumstances of the oppressed, that is, when the structure of political opportunities changes.  Thus when large-scale external events beyond the control of the elites begin to disrupt elite power structures, there is a corresponding shift in the political opportunities available to the oppressed.  One thing that McAdam may not have emphasized enough is that the oppressed themselves can, by their collective action, create those large-scale events that disrupt elite power structures.

There are other elements to the shift in the consciousness of the oppressed.  One of these elements is the relative abundance or lack of a wide range of organizations created of, by and for the oppressed.  For the oppressed to begin to awaken, there must first be "an established associational network," an "indigenous infrastructure" of community organizations created by and for the members of marginalized groups.  It is these organizations (and their leaders) who facilitate the large-scale changes in consciousness among the members of marginalized groups.  McAdam quotes Piven and Cloward in describing this shift:
"The emergence of a protest movement entails a transformation both of consciousness and of behavior. The change in consciousness has at least three distinct aspects. First, "the system" - or those aspects of the system that people experience and perceive - loses legitimacy.  Large numbers of men and women who ordinarily accept the authority of their rulers and the legitimacy of institutional arrangements come to believe in some measure that these rulers and these arrangements are unjust and wrong. Second, people who are ordinarily fatalistic, who believe that existing arrangements are inevitable, begin to assert "rights" that imply demands for change. Third, there is a new sense of efficacy; people who ordinarily consider themselves helpless come to believe that they have some capacity to alter their lot."

But it is to be noted that these changes in consciousness are much more likely to happen among people who regularly associate with each other in groups than among isolated individuals. 

And here it is good to take a look at how this process of cognitive liberation has played out in some rather recent social movements.  First, on a negative level we can see how a counterfeit of this process has played out among the members of the white American right.  Indoctrinated by right-wing, agenda-driven media mouthpieces, many members of the American right came to believe themselves to be members of an oppressed class and to interpret what should have been acknowledged as their own personal problems as something else, namely, as an attempt by poor dark-skinned people to take things away from white America.  Second, these interpreted the electoral successes of the Republican Party as an expansion of political opportunities.  Third, unscrupulous pastors and other prominent figures in the American Evangelical Right used the association of their congregations in regular Sunday services to engineer a shift in the consciousness of their members such that they began to regard as illegitimate the hopes, dreams, and rights of everyone who was not part of their "tribe."  (These, for instance, are the people who for the sake of "liberty" refused to wear masks even as their fellow community members were dying of COVID-19!)

But there are more positive contexts in which this process played out and continues to play out.  Russia comes to mind.  I want to mention a masters' thesis titled, "Corruption and Cognitive Liberation in Russian Environmentalism: A Political Process Approach To Social Movement Decline" by Anna Katherine Pride.  This thesis was written in 2009, and it described the decline of the Russian environmental movement from the mid-1990's until 2009.  She traced this decline to a decline in "cognitive liberation" as defined by Doug McAdam, and hypothesized that this decline was due to a breakdown in social cohesion and trust caused by rampant elite corruption.  According to her view, the decline could be traced thus: "Corruption" leads to "Cognitive Liberation recedes/reinstituted fatalism" which leads to "Social Movement declines" which leads to "state reasserts power" which leads to "Political Opportunity Structure closes" which leads to "movement decline continues".  

And yet...it must be noted that a strong democracy movement has emerged in Russia over the last ten years, and that its emergence was due in no small part to people who kept working, kept organizing, kept persisting, kept resisting, and kept experimenting as reflective practitioners even during the reassertion of power by the State and the supposed "closing" of the political opportunity structure.  Brown's thesis correctly posits that a breakdown in social cohesion and mutual trust hinders cognitive liberation because it disrupts the very networks along which that liberation and change of consciousness spreads.  This is why dictators strive to atomize the members of their societies.  And yet successful liberation movements have been instigated in the most atomized, repressive and unlikely of societies, by people who had experienced cognitive liberation as I define it.  In the Maldives, for instance, the initial problem of social atomization was overcome by activists who started throwing evening rice pudding parties on the beach and inviting friends, neighbors and strangers.  (See Blueprint for Revolution, pages 62-64).  To quote a martial arts story I read as a kid, "Where there is no door, make one."  If we're ready to make that door, it's time to start talking about the elements of strategy.  Stay tuned.

Sunday, February 7, 2021

Further Developments On Strategy

I am in the process of developing the next posts in my commentary and study guide on Chapter 6 of Gene Sharp's book From Dictatorship to Democracy (From D to D).  Chapters 6 and 7 cover the topic of the role of strategy in strategic nonviolent struggle.  As part of this development I find myself faced with the unavoidable task of reading a large amount of rather complicated material from a number of sources, and I am by no means finished with this reading.  Therefore, my next post on the topic of strategy will be delayed until next week at least.  Future posts on strategy will cover the anatomy of strategic development, the people responsible for developing various levels of strategy, various models of command and control of movement strategy, and the role of training in development of strong movements.

For those who want to follow along with me in my research, here is a partial list of sources which I am studying:
As can be seen, that's a large amount of reading to do, which is why it can't all be done in a week.  (That is, unless I want my house to get filthy, my laundry to pile up, and the garden to be overrun with weeds instead of veggies.)  Because quality is more important than "fast-food" quantity, I feel the need to take the necessary time to turn out high-quality posts on this subject.  Those who are waiting for these new posts are welcome to check out my extensive back catalog, although I don't always agree with everything I say...

Sunday, January 31, 2021

From D to D, Chapter 6: The Need For Strategic Planning

This post is a continuation of my "study guide" and commentary on the book From Dictatorship to Democracy by Dr. Gene Sharp. In this series of posts, I have shortened the title of the book to From D to D. As I have said in previous posts, the consideration of this book is highly relevant for these times, in which those who support the supremacy of the world's dominant peoples have created a world in which a select few get to Make Themselves Great by exploiting everyone else. These "chosen few" have been working to turn the entire world into a bit of Hell for the poor and afflicted of the earth.  One of these chosen few, a certain Vladimir Vladimirovich Putin, tried to turn the United States into a bit of Hell on earth for many of us who live here, in the role which his government played in installing a certain Donald John Trump into the office of the Presidency of the U.S.  Now Trump has been deposed - and it is looking increasingly like the same thing may be about to happen to Putin.

As long-time readers of this blog know, the book From D to D outlines how an oppressed people can use nonviolent, yet extremely coercive means to rid themselves of dictators, autocrats, and other oppressors.  From D to D is part of a much larger body of literature on the subject of strategic nonviolent resistance.  Among this literature is the excellent book titled, Why Civil Resistance Works: The Strategic Logic of Nonviolent Conflict by Erica Chenoweth and Maria Stephan, and the book Blueprint for Revolution by Srdja Popovic (who was one of the masterminds behind the nonviolent overthrow of the regime of Slobodan Milosevic) and Matthew Miller.  Srdja Popovic is the person I credit for teaching us that "there are only two kinds of nonviolent struggle: the spontaneous and the successful."  It should be obvious therefore that careful strategic planning and analysis is required of resisters who want their movement to be successful. 

So we consider the opening words of Chapter 6 of From D to D, where we read that "if one wishes to accomplish something, it is wise to plan how to do it.  The more important the goal, or the graver the consequences of failure, the more important planning becomes."  And yet Gene Sharp acknowledges that often resistance movements break out in a spontaneous or unplanned way, that resistance leaders "do not bring their full capacities to bear on the problem of how to achieve liberation."  He then asks why it is that people who struggle to free their people so rarely prepare a robust strategy to achieve that freedom.  It is that question which I want to address in today's post.  For Sharp mentions that among the reasons, it is just possible that "inside themselves, [the resisters] do not really believe that the dictatorship can be ended by their own efforts."

It is obvious that a person's estimate of the possibility of achieving a goal will influence his or her strategic approach to attempting to achieve it.  Things that influence that estimate of possibility include the difficulty of the goal, the cost (in money, resources, pain, suffering and other elements) of achieving the goal, and the consequences of attempts that end in failure instead of success.  Sometimes also the estimate of possibilities is influenced by the person's own ability to imagine himself or herself succeeding in achieving the goal.  This ability to imagine may be weak and undeveloped if the goal imagined lies far outside the person's everyday experience.  For instance, if I read that in order to prevent heart attacks, I need to get in 10,000 steps a day, that is something that I can easily imagine myself doing, because walking to get to places is part of my life history.  Therefore I know that I can take 10,000 steps a day (although that might take a while, since 10,000 steps is about five miles!).  But if I'm watching the Olympics on a screen and I see someone clean and jerk 230 kilograms (that's 506 pounds), or pole-vault 20 feet in the air, or ski jump over 400 feet, that is quite far outside of my personal experience.  If someone were to challenge me especially to learn long-distance ski jumping, I would know intellectually that such a thing might be possible - that is, that most humans can train their bodies and minds to acquire the needed skills - but my brain would have very little enthusiasm for the project, due to the likely consequences I'd suffer from making a mistake. 

So we see that one thing that de-motivates people in attempting hard things is the realistic assessment of the hardness of the hard thing.  And yet we do see people who both try and succeed in the hard thing - Olympians who do indeed win weightlifting records, or pole-vault almost 20 feet (6.03 meters if we want to keep things metric), or ski-jump 132.5 meters.  Some of these Olympians look very ordinary, even though they do extraordinary things.  We also see people whose performance in certain domains is very much below average, even though there is no mental or physical defect in these people when compared to the rest of humanity.  As I mentioned previously, one of the main things that differentiates people in these groups from each other is the ability to imagine succeeding in doing the hard thing.  What then influences this ability to imagine, to dream big?

Often the factor that influences this ability is nurture.  For instance, parents who show their kids that they don't really believe in them, who refuse to encourage them, who ridicule their failures and ignore their successes, will tend to produce young adults who struggle to dare big things.  Yet nurture extends beyond the family unit to encompass an entire society.  It is not only parents, but the masters of entire societies who shape the perceptions and imaginations of the people who live in these societies.  When a person belongs to a historically oppressed group within a society, or belongs to a historically oppressed society, that person's ability to imagine, to dream big, to visualize possibilities, will tend to be shaped by the dominant oppressive society.  This is the "third face (or, 'third dimension') of power" identified by Steven Lukes, the face that dictates what people can and cannot believe to be possible.  This face of power is worn by the dominant power-holders in an oppressive society, who train the oppressed to believe that their oppression is not really "oppression" but simply part of an inevitable and realistic order, and questioning that order is unrealistic, or inappropriate, or "just not done."

According to the e-book Honouring Resistance: How Women Resist Abuse In Intimate Relationships, "Whenever people are badly treated, they always resist.  In our experience, people always resist violence and abuse in some way."  (Emphasis in original.)  Note that though this book was written for women in a specific context, the statement quoted above is true whenever people - male or female - are oppressed.  Yet the forms and outcomes of the resistance mentioned in this quote - the strategy or lack of strategy of this resistance - will be shaped by how deeply the oppressed or abused have internalized the "third face of power" of their oppressors.  Where this "third face" has been allowed to deeply infect the imaginations of the oppressed, their resistance will take on strange and dysfunctional forms.

I will now describe what I as an African-American man have seen of the dysfunctional responses of my own people to this oppression over the last five or so years.  To provide readers with my credentials, below is a picture of my desk.  The dark-skinned hand you see in that picture is my hand.  If you are an African-American and are reading this, watch yourself, because you're about to get some very tough love from one of your brothers.



First, the one-paragraph version of my "story of self."  I was born during some of the hottest action of the Civil Rights struggle in the United States.  My dad was a military officer, so I lived on military bases during much of my childhood.  Most of the time I was in environments which were very "white," and as a result, I took a lot of physical and verbal abuse from members of the "dominant culture" who questioned my right to share the same benefits they were enjoying.  My childhood was therefore rather hellish.  When I became an adult, that time coincided with a time in American history in which it seemed that the obvious racism had gone away and I could live in peace.  But my experience with white American evangelicalism showed me that the racism had not actually gone away - it had just gone underground.  And from 2013 onward - when first Trayvon Martin was shot, then Michael Brown, then John Crawford, then Tamir Rice - and so on! - I saw that the same narcissistic, damnable filthy pieces of garbage (Lord, help me to keep this clean!) who had made life miserable for me and my people were trying to bring back those days of Hell on earth.

There was no bloody way I was going to let that happen without a fight, so that's when I started reading literature on resistance, and that's when I began to discover the power and effectiveness of strategic nonviolent resistance.  But such resistance becomes truly effective not when performed by isolated individuals, but by a people collectively organized into an effective resistance movement.  So I tried to do my part to organize that kind of resistance among my people.  What I found in response to my efforts was not the beginnings of liberation, but something else, as described below:
These are the people I met who organized "listening sessions" so that we could spill our complaints about the increasingly racist and oppressive treatment our people were experiencing.  The goal of these sessions was merely emotional catharsis - so that the facilitator (or his or her bosses) could tick a box in answer to the question, "Do you feel heard today?"  Sometimes the catharsis was amplified by reading books about our mistreatment, books written by pessimists like Ta-Nehisi Coates.  One thing about some of these kvetchers was the way they tried to prove how "woke" they were by their profanity-laden, Ebonics-flavored complaints against their oppression.  Yet they never asked, "Ok then - this is unacceptable.  So what are we going to do about it?"  For the asking of such a question was deemed to be unacceptable by those who had been conditioned by the third face of power.

  • Uncle Tom-ism

In my personal day-to-day life, this manifested itself as the attempt by some of my brothers and sisters to steer any collective activism of ours into directions that posed no threat to established systems of domination.  This steering also included sabotaging the efforts of anyone who was genuinely trying to build a disruptive, yet nonviolent resistance.  For instance, when Stephon Clark was shot in his grandmother's backyard, there were African-Americans who tried to organize creative forms of protest that would put police departments into a dilemma because these protests did not involve mass picketing, even though they would make the cops look very bad.  Yet there were Black employees of municipal bureaus and police departments who, when they learned of these efforts, tried to co-opt them in order to reduce their value as protest, and in order to instead portray these efforts as part of "a larger effort by people both in the police and in the community to solve our problems together!"  (The only reason why these municipal bureaus and police departments found out about these efforts is because some of these Uncle (and Auntie) Toms went and told them.)

But this Uncle Tom-ism had its manifestation in much larger circles, extending in some cases even to full-blown Stockholm Syndrome.   Cases in point among other members of other minority groups include U.S. Senators Marco Rubio and Ted Cruz.  But Black Americans are not to be outdone in this department, for we have U.S. Supreme Court Justice Clarence Thomas (who is married to a doofus), and Herman Cain - a former Republican Presidential candidate, a former businessman and a former living human being whose true belief in Donald Trump cost him his life.  But the most egregious example of both Stockholm Syndrome and Uncle Tom-ism is Ben Carson, the former U.S. Department of Health and Human Services Secretary.  A more pathetic and ridiculous whipped yard-dog of a man would be hard to find.  Almost nothing he says makes sense.

  • The Free Lunch-Eaters

 Those who read of Gene Sharp's 198 methods know that among the methods classified as "Nonviolent Intervention" are those methods which construct a self-sufficient parallel society among the oppressed so that they can meet their needs without relying on a dominant society that wants to exploit and oppress them.  This building of self-sufficiency is an essential component of a successful liberation struggle.  And organizing this kind of self-sufficiency is very similar to organizing a potluck picnic or lunch.  Yet one thing that ruins such efforts is people who show up looking for a free lunch instead of a potluck.  I think particularly of one lady whom I met at a time when I was trying to organize a math club for African-American youth, due to the institutional failure of our public schools to adequately teach African-American children.  I tried to make it clear that I was organizing this club as a means of building our capacity to liberate ourselves from a dominant system that was destroying us, and that for this club to work, it would require a collective effort from all involved.  She kept on calling what I was doing a "program" (or "pro-graham" as she used to pronounce it), and she kept on referring to me as a "service provider."  She would also always say, "Honey, organizing is not my gift.  But I support you in trying to help my kid!"  Thanks be to God that I haven't seen that woman in over a year.  But if I ever see her again, I'm going to challenge her.  I'm going to say to her, "Since you refuse to contribute to your own liberation - looking instead for 'service providers' to deliver 'programs' to you - why don't you try going to Winco or Food For Less and loading up a shopping cart full of groceries.  Then try walking out without paying for them, while loudly thanking the store for its 'program'!  But before you do, please call or text me so I can show up and watch what happens to you!"

An additional danger of "free lunch-ism" is that an oppressed people can be bought off by a dominant power willing to shell out a few bucks to create an actual "program".  For the kind of "program" thus created will almost certainly not be designed to correct an actual imbalance of power between the oppressed and the oppressor.  Rather, it will be designed to benefit a chosen few from among the oppressed in order to buy them off.  And frequently, the program will be run by members of the Uncle Tom group who fight for positions as managers of the "program."  Gene Sharp quotes Martin Luther King in calling this sort of thing "tokenism" in Part 3 of The Politics of Nonviolent Action

  • The Fat, Dumb and Happy

These were the people who simply could not be bothered to become activized, even as they saw the atrocities being perpetrated against their people, for they were too submerged in their own lives and their own comforts.  To be fair to these people, being fat, dumb and happy is not exclusively an African-American weakness.  Rather, I believe it is the inevitable response by any people to having one's basic creature needs met without expecting or wanting anything more from life.  Indeed, the phrase "fat, dumb, and happy" was first used by Herman Wouk in The Caine Mutiny to describe the entire United States of America as it was during the 1940's.  I have a personal example of fat, dumb happiness in the person of one of my cats whose name is Vashka.  His is truly the eternal sunshine of the spotless mind - a mind unspotted by any intelligent thought.  There are only three things he lives for: sleeping, eating, and being petted.  He used to live for a fourth thing before I had him neutered...

But the problem with being fat, dumb and happy is that such an attitude precludes the exercise of active citizenship and makes people vulnerable to being oppressed in the first place.  You can bury your head in the sand only for so long.

As I said, these were the kinds of people and the kinds of responses I encountered in my attempts to organize my own people.  And although these responses were indeed very, very aggravating, I must also admit that they were a kind of resistance to oppression - even if the resistance degenerated into the escapism of the fat, dumb and happy.  It was a "resistance" in the sense that it was a reflexive personal response to an intolerable situation.  Yet it is obvious that this kind of "resistance" does not change anything in the long run.  In order to create the kind of resistance that brings permanent, serious change, there must therefore first be a liberation of the minds of the resisters.  They must free themselves from the third face of power of their oppressors.

I have some hard news for you.  There can be no liberation, no freedom without intentional suffering.  This is especially true in strategic nonviolent conflict.  Those who have experienced cognitive liberation are those who have come to a point in life where they choose to live in truth, no matter what it costs them.  As a Christian, I must say that if you are afraid of paying the price to live in truth, maybe it's because you have no knowledge of God or of the hereafter.  My source of strength and of cognitive liberation consists in this: "Since then the children [that is, human beings] share in blood and flesh, He Himself [that is, Jesus Christ] likewise also partook of the same, that through death He might render powerless him who had the power of death, that is, the devil; and might deliver those who through fear of death were subject to slavery all their lives." (Hebrews 2:14-15)  But whether you are a Christian or not, you must answer for yourself whether it is better to pay the price of living in truth as free people or to choose instead to be a pack of whipped yard-dogs so that you can persuade your masters to be a bit less cruel to you.  

I think again of the example of the Russians (including Alexei Navalny) who right now are resisting both a powerful oppressor and an all-consuming system of oppression.  These people are going for broke.  I also think of the African-Americans who bravely resisted oppression during the 1950's and 1960's, people whose stories are contained in books like Radical Equations: Math Literacy and Civil Rights, and I've Got The Light Of Freedom: The Organizing Tradition And The Mississippi Freedom Struggle.  Those people went for broke.  We should too.  Only then will we be willing to craft an effective strategy of liberation.