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11/30/2011 1 © SAMI Consulting www.samiconsulting.co.uk Presentation slidedeck for a two-day training course featuring futures methods with examples from UK Government Foresight programme and other futures projects across the government and private sectors. Dates: 1-2 December 2011 Audience: Up to 20 delegates from universities and other institutions in Argentina with an interest in futures methods Language: Course delivered in English with simultaneous translation available Method: Powerpoint presentations and group exercises (usually working in four groups of 5- 6 people each) with a flipchart but no tables 1 Training for Argentinean Institutions Foresight Approaches and Methods © SAMI Consulting www.samiconsulting.co.uk Training for Argentinean Institutions Foresight Approaches and Methods Dr Wendy Schultz [email protected] Martin Duckworth [email protected] December 1 2, 2011 © SAMI Consulting www.samiconsulting.co.uk DAY ONE 3 © SAMI Consulting www.samiconsulting.co.uk SHIFT HAPPENS HTTP://WWW.YOUTUBE.COM/WATCH?NR=1&V=TZJRJEWFVTY HTTP://SHIFTHAPPENS.WIKISPACES.COM/VERSIONS 4

Taller de Prospectiva Del Programa de Reino Unido

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  • 11/30/2011

    1

    SAMI Consulting www.samiconsulting.co.uk

    Presentation slidedeck for a two-day training course featuring futures methods with examples from UK Government Foresight programme and other futures projects across the government and private sectors.

    Dates: 1-2 December 2011 Audience: Up to 20 delegates from universities and other

    institutions in Argentina with an interest in futures methods Language: Course delivered in English with simultaneous translation

    available Method: Powerpoint presentations and group exercises (usually

    working in four groups of 5- 6 people each) with a flipchart but no tables

    1

    Training for Argentinean Institutions Foresight Approaches and Methods

    SAMI Consulting www.samiconsulting.co.uk

    Training for Argentinean Institutions Foresight Approaches and Methods

    Dr Wendy Schultz [email protected]

    Martin Duckworth

    [email protected]

    December 1 2, 2011

    SAMI Consulting www.samiconsulting.co.uk

    DAY ONE

    3 SAMI Consulting www.samiconsulting.co.uk

    SHIFT HAPPENS HTTP://WWW.YOUTUBE.COM/WATCH?NR=1&V=TZJRJEWFVTY

    HTTP://SHIFTHAPPENS.WIKISPACES.COM/VERSIONS

    4

  • 11/30/2011

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    SAMI Consulting www.samiconsulting.co.uk

    Aims for today

    Introduction to strategic futures

    Introduction to various methods

    Experience in using selected foresight tools

    5 SAMI Consulting www.samiconsulting.co.uk

    Ground Rules The more that you contribute the more you will

    benefit

    All questions are valid and will contribute to the shared learning

    We can all learn from the experience of others

    Speak out if there are things you do not understand (others will probably have similar questions)

    Engage fully with the exercises

    Enjoy the day!

    6

    SAMI Consulting www.samiconsulting.co.uk

    Contractors to UK Foresight Dr Wendy Schultz Taught Futures Studies post-graduate courses at the University of Houston

    and Nanyang Technical University, Singapore Designed and conducted futures projects for national and local

    government agencies in the US and UK Designed and implemented scanning database pilot project for UK HSC Member of the Lead Expert Group for the UK Foresight Programmes Land

    Use Futures Project, and conducting a formal review of UK Government Foresight programme futures frameworks and methods

    Independent consultant and Principal of SAMI Consulting Martin Duckworth Delivers training courses for the UK Government Foresight programme Manages the contract to provides analysis and facilitation support to UK

    Foresight Has participated in a number of futures projects to UK Government

    Departments and Agencies Independent consultant and Principal of SAMI Consulting

    7 SAMI Consulting www.samiconsulting.co.uk

    Agenda, December 1

    09:30 Welcome 09:45 Introduction to futures thinking 10:30 Introduction to Horizon Scanning 11:30 Coffee 11:45 Exercise 1: Horizon scanning 12:15 Introduction to drivers of change 13:00 Lunch 14:00 Exercise 2: Prioritise and cluster drivers 14:30 Impacts of change / Systems Thinking 15.30 Tea 15:45 Exercise 3: Futures Wheels 16:15 Reflections and follow up 16:30 Close

    8

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    SAMI Consulting www.samiconsulting.co.uk

    Futures and Foresight Introduction and Overview

    9 SAMI Consulting www.samiconsulting.co.uk

    Why think about the future?

    The 40:30:20 rule

    The pace of change

    The illusion of certainty

    To give different perspectives of the present

    To reduce risk

    Strategic planning

    10

    SAMI Consulting www.samiconsulting.co.uk

    40:30:20 Rule 40% of time spent thinking about issues outside

    the company

    30% of this spent thinking about future challenges and strategic issues

    20% of this is spent in dialogue with other senior managers

    Therefore only 2.4% of senior managers time is spent collectively discussing strategic issues for the future of the business

    Source: US Fortune 500 companies study

    11 SAMI Consulting www.samiconsulting.co.uk

    The pace of change

    The time to achieve 50 million users:

    Broadcast radio 38 years

    Broadcast TV 13 years

    Personal computers 16 years

    Internet 4 years

    Source: US Department of Commerce

    12

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    SAMI Consulting www.samiconsulting.co.uk

    The illusion of certainty

    "There is no reason anyone would want a computer in their home."

    Ken Olson, founder of computer giant DEC, 1977

    13 SAMI Consulting www.samiconsulting.co.uk

    Need for strategic futures thinking

    We are entering a world of unprecedented uncertainty

    Policies are often driven by an official view of the future

    It enables a wider range of potential opportunities to be assessed

    It enables risks to be identified and managed

    Those engaged in it become better managers

    In some cases we can influence the future.

    14

    SAMI Consulting www.samiconsulting.co.uk

    Futures and Forecasts

    Hope!

    Uncertainty

    Predetermined

    Distance into the future

    15 SAMI Consulting www.samiconsulting.co.uk

    Foresight question & context

    Profession,

    field, market

    Organisation /

    community

    Problem /

    question

    Politics

    Demo-

    graphics

    Economy

    Environ-

    ment

    Science

    Art, play

    Technology

    Lifestyles

    16

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    SAMI Consulting www.samiconsulting.co.uk

    Five Key Components of Foresight Futures Framework to Create Change

    17 SAMI Consulting www.samiconsulting.co.uk

    Awareness

    Identify change and its impacts: trends in chosen variables, changes in cycles, and emerging issues of change. Change identification: data mining, horizon scanning, survey research, focus groups, leading indicator analysis, cohort analysis.

    18

    Impact mapping: Causal layered analysis, focus groups, cross-impact analysis, futures wheels, systems models & causal loop analysis.

    SAMI Consulting www.samiconsulting.co.uk

    Exploration

    Identify, analyse, and build alternative images of the future, or scenarios.

    Content analysis,

    econometric models,

    systems dynamic models,

    scenario building:

    matrix, FAR, dialogue, diversity, parameter.

    19 SAMI Consulting www.samiconsulting.co.uk

    Visioning

    Identify, analyse, and articulate images of preferred futures, or visions.

    Future Search,

    Future Workshops,

    Community Visioning,

    Fluent Visioning, Learning Organisation.

    20

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    SAMI Consulting www.samiconsulting.co.uk

    Action

    Identify stakeholders and resources; clarify goals; design strategies; organise action; create change.

    Backcasting, Joint Problem-Solving, Strengths-Weakness-Opportunities-Threats

    analysis, Wind-tunnelling, Stakeholder Analysis, PERT and GANTT charting.

    21 SAMI Consulting www.samiconsulting.co.uk 22

    SAMI Consulting www.samiconsulting.co.uk

    Case study: Natural England

    23 SAMI Consulting www.samiconsulting.co.uk

    Focal Question for today

    What could influence Argentinas natural and built environment by 2060?

    24

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    SAMI Consulting www.samiconsulting.co.uk

    Futures and Foresight Horizon Scanning

    25 SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning

    The key to futures methods Definitions Uses Academic Origins of Horizon Scanning Stages to a typical horizon scanning project Horizon scanning terms Various frameworks to think about scanning Sources of horizon scanning data Organising and classifying horizon scan data Collecting interview data 7 Questions technique Drivers of the future

    26

    SAMI Consulting www.samiconsulting.co.uk

    The map is not the territory,

    Navigational charts vs. radar: you need both.

    because the territory is dynamic.

    27 SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning is...

    . the systematic examination of potential threats, opportunities and likely developments including but not

    restricted to those at the margins of current thinking

    and planning. Horizon scanning may explore novel

    and unexpected issues as well as persistent problems

    or trends.

    (Chief Scientists Advisers Committee, 09/04)

    28

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    SAMI Consulting www.samiconsulting.co.uk

    Looking ahead beyond usual timescales

    Looking across beyond usual sources

    Looking around Beyond usual cultures

    Beyond a single expected future

    To a range of possible

    futures to consider

    implications for todays decisions

    .flexibility and adaptability in strategy RESILIENCE

    Horizon Scanning is

    .not predicting, but influencing the future

    29 SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning

    Why scan? A variety of objectives

    Establishing the status quo where are we now?

    Trying not to miss the obvious

    An external (fresh) perspective

    Evidence of change

    Evidence of new trends

    Sources of discontinuity

    Seeking early indicators of change

    More detail

    Less detail

    30

    SAMI Consulting www.samiconsulting.co.uk

    C

    H

    A

    N

    GE

    trends, drivers,

    emerging issues

    + - x %

    extrapolate, map systems,

    assess impacts

    scenario 1 scenario 2

    scenario 3

    scenario n

    STRATEGIES

    VISION - goals, values -

    build on positives, counter negatives

    Scanning is the essential

    feedstock for all subsequent foresight activities:

    31 SAMI Consulting www.samiconsulting.co.uk

    Use of horizon scanning

    32

    Foresight Programme

    Sigma and Delta Scans

    Land Use Futures

    Environment Agency

    DSTL

    Home Office

    Prime Ministers Strategic Futures

    SAMI Consulting

    Environment Agency

    Defra Baseline Scan

    Defra CAP Project

    Natural England

    British Nuclear Fuels

    British defence contractor

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    SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning: Origins Environmental (horizon) scanning:

    Developed by Francis Aguilar, Harvard Business School, in Scanning the Business Environment (New York: MacMillan, 1967).

    Widely accepted by business (Jain 1984); linked to competitive intelligence.

    Issues management: Fusion of public relations and futures studies -- links to public

    policy; Analysis of near-term issues and plans to address them.

    Emerging issues analysis: S-curve life-cycle of change (Molitor 1977) Leading ideas, events, authorities/advocates, literature,

    organisations, political jurisdictions (bellwether); and economic activity of society (shifts in production mode).

    33 SAMI Consulting www.samiconsulting.co.uk

    A typical horizon scanning project

    Understand client perspectives

    Compilation of existing scanning outputs

    Supplementary scanning

    Review (workshop)

    Classification and Analysis

    Synthesis

    34

    SAMI Consulting www.samiconsulting.co.uk

    Scanning systems require

    A way of identifying and gathering information (abstracts)

    Breadth of evidence areas and disciplines

    A mechanism for analysing information

    A process for turning information into opportunity and policy/project

    development and identifying risk

    The right people (inside and outside the organisation) to be involved

    - futures expertise, specific knowledge, challengers

    Connections into the business planning process

    Integration with strategic decision making

    Continuous activity; systemic

    Senior endorsement

    35 SAMI Consulting www.samiconsulting.co.uk

    Foresight question & context

    Profession,

    field, market

    Organisation

    Problem /

    question

    Politics

    Demo-

    graphics

    Economy

    Environ-

    ment

    Science

    Art, play

    Technology

    Lifestyles

    36

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    SAMI Consulting www.samiconsulting.co.uk

    Life-cycle of Change Life Cycle of Change

    Schultz, adapted from Molitor

    Dev

    elo

    pm

    ent

    of

    an is

    sue

    Time

    3rd horizon

    scientists; artists; radicals; mystics

    specialists journals and websites

    laypersons magazines; websites; documentaries

    newspapers; news magazines; broadcast media

    institutions and government

    local; few cases; emerging issues

    global; multiple dispersed cases; trends and drivers

    system limits; problems develop; unintended impacts

    37 SAMI Consulting www.samiconsulting.co.uk

    Three Horizons Framework Three Horizons Framework for Layering Change Life-cycles

    B Sharp, T Hodgson, A Curry

    Pro

    min

    ence (

    vis

    ibili

    ty)

    Horizon 1: The current and near future

    Horizon 2: Looking further into the future

    Horizon 3: The distant future 38

    SAMI Consulting www.samiconsulting.co.uk 39

    Horizon Scanning + the Three Horizons

    Scanning provides a starting point to monitor possible transformative / disruptive changes.

    Three Horizons let us organise and consider the interplay of trends and emerging changes.

    Uses: Challenge obsolescing assumptions;

    Spot emerging constraints/amplifiers;

    Get beyond incrementalism.

    SAMI Consulting www.samiconsulting.co.uk 40

    Identifying Questions for the Three Horizons Framework

    Does the change reinforce current working assumptions and patterns of production and marketing (horizon 1)?

    Does the change present completely new paradigms and means to understand and undertake various human activities (horizon 3)?

    Does the change identify a transition or accommodation for evolving tensions as current assumptions obsolesce, and transformative changes erupt into possibility (horizon 2)?

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    SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning: How

    1. Identify potential scan sources;

    2. Design framework/taxonomy to organise scan data (eg, Social, Technological, Environmental, Economic, Political change, or STEEP);

    3. Establish standards to evaluate scan data;

    4. Initiate the database with 3-5 state-of-the-art overviews of key issues of change; and

    5. Validate entries by structured accrual of confirming data.

    41 SAMI Consulting www.samiconsulting.co.uk

    Horizon Scanning: Who

    1. Core team (2-3 staff): design, initiate, maintain scanning activities and the database;

    2. In-house network: interested staff contributing part-time scanning;

    3. External contributors: stakeholders and topical experts; and

    4. Links to scanning / foresight efforts internationally by nations and NGOs.

    42

    SAMI Consulting www.samiconsulting.co.uk

    Core scanning team

    Team scan results

    EU Scans

    OECD Scans

    UN Scans

    Commonwealth

    etc.

    Scanning networked internally and to UK stakeholders:

    Scanning networked

    externally to other commonwealth,

    regional, national, and NGO scan

    databases.

    Stakeholders

    Division

    Society experts

    Technology experts

    Economy experts

    Politics experts

    Environment experts

    Stakeholders

    Stakeholders

    Stakeholders

    Stakeholders

    Stakeholders

    Division

    Division Division

    Division Division

    Division

    Division

    43

    EXAMPLE UK GOVERNMENT HOME OFFICE

    SAMI Consulting www.samiconsulting.co.uk

    Identifying Scan Sources

    Look for opinion leaders Science, technology, innovation:

    Discoveries and innovations Sources where scientists and researchers report

    news.

    Social and cultural change: Values and ideas Sources where artists, youth, marginalised

    communities report news Often fringe publications or media.

    44

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    SAMI Consulting www.samiconsulting.co.uk

    Validating Scan Sources

    Distinguish among expert, popular, or fringe sources:

    Lancet for medicine: expert;

    The Economist for world affairs: popular;

    Counterculture for value shifts: fringe.

    Establish sources credibility as opinion leaders for their communities:

    Citation by community members;

    Market niche / branding;

    Distribution data;

    Media. 45 SAMI Consulting www.samiconsulting.co.uk

    How to Scan Outside the Box 1. Diversify: Expertise limits -- go outside your

    industry or field.

    2. Go Global: escape the familiar -- tap another worldview with sources from other countries.

    3. History is the Future: look at the past to find the future -- cycles, ideas that finally matured.

    4. The Year 2020: search on your issue plus 2020 and see what Google finds.

    5. Follow the Futurists: get newsletters from various futures groups to hear their buzz.

    Courtesy Future Think LLC, from a presentation by Lisa Bodell.

    46

    SAMI Consulting www.samiconsulting.co.uk

    6. Join the Dialogue: Look for communities / blogs on your issue(s) and join the discussion / catch the commentary.

    7. Go Ahead, Contact Them: email or call a leading thinker or advocate youve identified.

    8. Be a Customer: Use a product or service from your clients industry -- get the end-user experience.

    9. Advisory Boards: ask an eclectic group for review / input in your scan.

    10. Search the Patent Office: whats in the pipeline for development?

    47

    15 Tips from Future Think

    Courtesy Future Think LLC, from a presentation by Lisa Bodell.

    SAMI Consulting www.samiconsulting.co.uk

    11. Take a Different Route: break your own path habits walking to work.

    12. Keep an Idea Journal: discipline yourself to capture your own ideas.

    13. Get the Newsletter: sign up for the newsletters of organisations related to your scanning issues.

    14. Look at Unrelated Industries: look at everything tangentially linked to your issue, and scan industries in those areas too.

    15. Activate your Toolbar: put your favourite sources and blogs in your browsers toolbar and take a quick scan break.

    48

    15 Tips from Future Think

    Courtesy Future Think LLC, from a presentation by Lisa Bodell.

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    Gold Standard for Scanning

    Evaluating a scan hit (change datum): Subjectively or objectively new? Confirming/reinforcing, or negating/balancing? Time horizon for emergence? Credibility of source?

    Ideally, a scan hit identifies an emerging issue that is: objectively new even to experts, confirms or is confirmed by additional scan hits, and that has been identified in time for social dialogue,

    impact assessment, and policy formation.

    49 SAMI Consulting www.samiconsulting.co.uk

    Approaches to Organising Scan Data

    Expert defined: Simple, point of origin: STEEP

    Simple, point of impact: VERGE EFF

    Emergent: natural agendas

    Socially defined: Emergent: folksonomies, or crowd-

    sourced classification

    50

    SAMI Consulting www.samiconsulting.co.uk

    STEEP Society:

    Demographics

    Lifestyles

    Values

    Culture

    Technology:

    Science

    Innovations

    Basic Research

    Health

    Economy:

    Production

    Labour

    Trade

    Environment:

    Biosphere

    Geosphere

    Atmosphere

    Hydrosphere

    Politics:

    Governance

    Laws & Regulations

    Policies

    51

    Other categories are used: STEEP, PESTE, PESTLEC, EPISTLE, SPEED, PEST

    SAMI Consulting www.samiconsulting.co.uk

    The processes and technology through which we create goods & services

    The goods & services we create, and the ways in which we aquire and use them

    Social structures & relationships which link

    people and organizations

    The concepts, ideas and paradigms we

    use to define the world around us

    The technologies used to connect

    people, places and things

    Verge: an EthnoFutures Scanning Framework

    52

    EFF was created by Kaipo Lum and Michele Bowman of Vision Foresight Strategy LLC. http://www.kikilo.biz/

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    SAMI Consulting www.samiconsulting.co.uk

    Natural Agenda

    Analysing the material Sorted by topic, find megatrends

    Topics should derive from the findings

    External world, market environment, internal factors

    Make it easy for people to dip into Use direct quotes and references

    Keep it refreshed Review every six months

    What are the impacts? A key part of the Natural Agenda database

    53 SAMI Consulting www.samiconsulting.co.uk

    Natural Agendas: eg, UK Health & Safety Executive

    External World Economics

    Government, politics

    Infrastructure

    Culture, society

    Geography

    Market Interface Markets

    Competitors/partners

    Market segments

    Marketing

    Internal World

    Structure

    Culture

    Competences

    Resources

    54

    SAMI Consulting www.samiconsulting.co.uk

    Simple Standard Template

    55

    Title Short name for change

    Description

    Brief narrative description of the change

    Impact Brief description of potential impacts

    Origin of change? STEEP (social, technological, environmental, economic, political)

    Impact? H, M, L

    Likelihood? H,M,L

    Newness? H,M,L

    Source? Web site, paper ref, etc

    SAMI Consulting www.samiconsulting.co.uk

    Annotation fields

    Describing the scan data: Name it: brief, vivid, accurate

    Summarise it: a quick description -- if you quote the source, indicate that

    Point of origin or emergence: eg, STEEP

    Scan source: bibliographic citation

    Citation date: when was the source published?

    Original research source and date: if the datum was footnoted, cite the original

    Credibility: expert, popular media, fringe?

    56

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    Annotation fields Analysing the scan data:

    Potential impacts: what could it do, to whom? Express as trends, up or down

    Relevant impacts: whats important to your issue or client?

    What kind of change is this: trend? Event? Cycle? Idea? Triggers and dependencies: what might cause it? What

    does it need to grow or accelerate? Indicators: what will signal this trend is either maturing,

    or fading? Impact areas: who will feel this trend first? Students?

    Elderly? Health institutions? The environment? The communications industry?

    Links to other trends: to what other scan data does this trend connect? What pattern or cluster is emerging?

    57 SAMI Consulting www.samiconsulting.co.uk

    Annotation fields In-depth impact analysis:

    Timing: when is its earliest likely impact? Rate of change: how fast is it maturing? Scope / reach: localised, or global? Point of impact: where is it felt first -- at the individual level,

    or at a more aggregated institutional or state level? Certainty: how certain are we that this change will mature? Power: how much transformative power does this have --

    does it merely affect externalities, or does it shift worldview? Controversy: how much controversy will it generate? Vulnerability: how prepared are our systems to cope?

    Novelty analysis: Objective novelty: is this new even in its own field? Or just

    new to the public? Subjective novelty: totally surprising to the scan team, or a

    confirming hit? 58

    SAMI Consulting www.samiconsulting.co.uk

    Validating Scan Data:

    Problem: useful scan hits -- close enough to the point of origin to allow policy leverage -- are weak signals; often only one case.

    Validation:

    Confirmation: accrue multiple citations;

    Convergence: monitor emerging scientific consensus; and

    Parallax: acquire view from multiple perspectives;

    A participatory team approach assists validation.

    59 SAMI Consulting www.samiconsulting.co.uk

    Confirm gold standard:

    Double-check for objective novelty, impact, timeliness, likelihood, and credibility of the source.

    Assure objective standard by layering:

    Monitor expert opinion;

    Elicit reviews from varied stakeholders;

    Evaluate multiple cultural perspectives.

    60

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    Visual mapping to gap check example from Defra Baseline Scan

    Create a radar diagram depicting your taxonomy over time; plot sources or output to get an immediate visual feel for gaps in sources or data.

    61 SAMI Consulting www.samiconsulting.co.uk

    The 7 Questions

    The 7 Questions is a useful interview method for acquiring scanning data

    SAMI Consulting www.samiconsulting.co.uk

    SAMI 7 Questions Developed by Shell and SAMI Consulting Used in the scoping stage Aim is to capture the stakeholder view of the challenges

    facing an organisation and its policy objectives An interview technique for stakeholders - but it is also

    great for workshops Gets input from senior stakeholders and helps to get

    their buy in Allows different perspectives, key themes and concerns

    to emerge Takes you from the vision to the challenge of

    implementation 63 SAMI Consulting www.samiconsulting.co.uk

    What are the 7 questions?

    1. Clairvoyant critical issue for the future?

    2. Optimistic Outcome how develop and signs of success?

    3. Pessimistic outcome how deteriorate, threats?

    4. Internal situation changes to achieve optimistic outcome?

    5. Looking back 10/20 years what has shaped today?

    6. Looking forward near term decisions needed?

    7. The Epitaph what would you do free from all constraints?

    64

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    Preparations before doing 7 Questions

    Confirm scope and time scale

    Eg, refer to the focal question

    Agree who needs to be interviewed

    Review standard questions and confirm they are the right ones to use

    Decide how to synthesise the results

    65 SAMI Consulting www.samiconsulting.co.uk

    Focal Question for today

    What could influence the Argentinas Natural and built environment by 2060?

    66

    SAMI Consulting www.samiconsulting.co.uk

    Exercise 1: Horizon Scanning (1/2)

    Divide into four groups of equal size (helpful if at least one group member speaks English)

    Brainstorm what you think will be transformative

    emerging changes over the next twenty years Write each change on a single post-it Some of you will also have brought interesting

    articles or papers with you please share these with the group while brainstorming

    Cluster similar changes

    67 SAMI Consulting www.samiconsulting.co.uk

    Exercise 1: Horizon Scanning (2/2)

    What trends could influence Argentinas natural and built environment by 2060?

    Using the Three Horizon / Impact template, sort

    your change post-its (or clusters): By timescale first, second, or third horizon, and By level of impact (low to high) on the focal question.

    Identify: The three highest impact long-term changes, and The single most surprising change.

    Be prepared to share the single most surprising change.

    68

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    SAMI Consulting www.samiconsulting.co.uk

    Template for Exercise 1:

    What trends could influence Argentinas natural and built environment by 2060?

    69

    THIRD HORIZON SECOND HORIZON FIRST HORIZON

    HIGH IMPACT

    LOW IMPACT

    HIGH IMPACT

    LOW IMPACT

    HIGH IMPACT

    LOW IMPACT

    SAMI Consulting www.samiconsulting.co.uk

    Driver Analysis

    Strategic drivers are major forces or trends that will shape the future environment within which you operate, e.g. globalisation, demographic change, technology change

    70

    SAMI Consulting www.samiconsulting.co.uk

    Transactional environment

    Organisational

    environment

    Driving Forces

    Driving Forces

    Societal

    Technological

    Economic

    Environmental

    Political

    Drivers of change

    71 SAMI Consulting www.samiconsulting.co.uk

    Using the output of driver analysis

    Help prioritise trend analysis activities

    Identify threats and opportunities and agree how to mitigate/exploit

    Policy development

    Develop Scenarios

    Provide context for doing 7 Questions, Visioning and Road-mapping

    72

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    Example of driver Globalizacin - Dominio de China y de India

    73 SAMI Consulting www.samiconsulting.co.uk

    Uncertainty of driver of change

    High Uncertainty

    Outcome 3

    outcome 1

    Outcome 2

    Low Uncertainty

    Outcome 3

    Outcome 2

    Outcome 1

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    Impact of a driver of change

    Impact on the outcome of the focal question

    Depending on the nature of the study can be an organisation, country, policy, section of society etc.

    The impacts can take many forms including:

    Ability of organisation, country.. etc to succeed

    Financial implication e.g. economic growth or profits

    Rates of development/change

    Futures risks

    Changes to society

    Climate change

    For today it is the impact on:

    What could influence Argentinas natural and built environment by 2060?

    For the purpose of this exercise you decide and agree as a group

    75 SAMI Consulting www.samiconsulting.co.uk

    Prioritising the Drivers for Change Template for Exercise 2

    High Impact

    Low Impact

    Very uncertain

    with high

    potential impact

    High Uncertainty Low Uncertainty

    Do not ignore these

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    Clustering the prioritised Drivers for Change Template for Exercise 2

    High impact

    Low impact

    High uncertainty Low Uncertainty

    Do not ignore these

    77 SAMI Consulting www.samiconsulting.co.uk

    Exercise 2: Prioritise and cluster drivers Each group has a deck of change cards

    To these, please add your selected items from Exercise 1 (highest impact and most surprising) and any other post-its you think are important

    Discuss these and place on impact/uncertainty matrix

    Now concentrate on the high-impact / high uncertainty drivers put the rest aside

    Try to combine drivers into clusters aim for 5 to 7 clusters

    Discuss the clusters and decide which you think are the most important maximum of 3

    Report back

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    UK Foresight Programme Impacts of Change / Systems Thinking

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    The processes and technology through which we create goods & services

    The goods & services we create, and the ways in

    which we acquire and use them

    Social structures & relationships which link

    people and organizations

    The concepts, ideas and paradigms we use to define the world around us

    The technologies used to connect people, places and things

    Verge/EFF: A focus on how change affects human systems

    EFF was created by Kaipo Lum and Michele Bowman of Vision Foresight Strategy LLC. http://www.kikilo.biz/

    80

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    Verge EFF: History Began with frustration with limitations of STEEP

    taxonomy

    Overly broad - human systems blur STEEP boundaries

    STEEP views change from the point of origin

    What categories help define our lives as human beings?

    Culture points: highlighting key experiences as human beings

    Explore change at the point of impact on people and human systems

    Still arguing whether Destroy is a key aspect of human experience

    Intellectual roots in anthropology, ethnography, and ethnographic futures research (Robert Textor), as well as social impact assessment.

    LOTS of people consultants in particular talk about the drivers of change. And theyre usually referring to technology when they do so. I prefer to think about how change happens across the various segments of human experience. Michele Bowman Richard Lum Vision Foresight Strategy LLC

    81 SAMI Consulting www.samiconsulting.co.uk 82

    Futures presentations / workshops by Global Foresight Associates:

    About identifying eternal verities around which change swirls Fidelity Bank Price Waterhouse Coopers Massachusetts Department of Education Women in Technology Nissan Motor Company Ford Motor Company Babson College, Boston, Massachusetts

    Future presentations / workshops by Infinite Futures: Presidents Panel, American Library Association Singapore Civil Service College

    Future presentations / workshops by The Futures Company: Royal Borough of Kensington and Chelsea Eurostar

    Michele Bowman Global Foresight Associates Wendy L. Schultz Infinite Futures Andrew Curry The Futures Company

    82

    Verge EFF: Case Studies

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    Pitney Bowes: Futuring Group

    Growth Strategy Group

    MTV User Profiles: Social Technologies presented at Trends conference (ask Terry

    Grim), The Future of Happiness

    Created user profiles for MTVs new customers:

    Todays users increasingly pragmatic in pursuit of happiness

    User profiles: enabled comparative analysis of details of users lives

    Health and Safety Executive Scenarios Provided organizational frame and focus for rich welter of

    detail generated by workshop discussions

    Enabled detailed comparison across the scenarios on issues critical to stakeholders and policy-makers.

    Andy Hines Terry Grim Social Technologies Wendy L. Schultz Infinite Futures

    The VERGE framework has

    proven extremely valuable at Pitney Bowes in translating thinking about the future into

    innovation and strategic decision-making. We've used VERGE in

    several invention and strategy contexts to organize and make sense of the changes in the

    customer communications environment. ...In addition, the

    immediacy of VERGE content provokes leaders to shift strategies ahead of potential disruptive

    change, and to see these disruptions as opportunities, not

    threats. Christian Crews

    Pitney Bowes

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    Verge EFF: Case Studies

    SAMI Consulting www.samiconsulting.co.uk

    The concepts, ideas and paradigms we use to

    define ourselves and the world around us,

    including:

    Social Values & Attitudes

    Scientific Models

    Culture

    Economic Systems

    Religion

    Politics & Public Policy

    What new concepts, ideas, and paradigms will emerge to help us make sense of the world?

    Example: radical biotechnology:

    No extinction exists between natural and artificial; highly elastic notions of what human looks like

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    Social structures and relationships

    which link people and organizations,

    including:

    Demographics

    Family & Lifestyle Groups

    Work & Economy

    Habitat & Ecosystems

    Business Models & Practices

    Government

    International Relations

    Education

    How will we live together on planet Earth?

    Example: radical biotechnology:

    New synthetic ethnicities; some ecosystems treated as living works of

    art; international regulatory compacts

    to monitor impacts of bio-designs.

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    The technologies used to connect people,

    places and things, including:

    Information Technology

    Music

    Media

    Visual Arts

    Language

    Space

    What arts and technologies will we use to connect people, places, and things?

    Example: radical biotechnology:

    DNA-based computing possible; gifts of

    bio-designed life the new Valentine

    bouquets; genetically engineered organic

    sculptures

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    SAMI Consulting www.samiconsulting.co.uk

    The processes and technology through which

    we produce goods and services, including:

    Engineering

    Wealth

    Manufacturing

    Innovation Processes

    Life Sciences

    Materials Sciences

    Nanotechnology

    As human beings what will we be inspired to create?

    Example: radical biotechnology:

    Many new materials manufactured on farms: goats produce proteins, plants produce plastics,

    etc.; artificial insects monitor agricultural lands, water quality, etc

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    SAMI Consulting www.samiconsulting.co.uk

    The goods and services we create and the ways

    in which we acquire and use them - and destroy

    them, including:

    Consumer Goods

    Energy

    Food & Agriculture

    House & Home

    Entertainment & Leisure

    Healthcare

    Natural Resources

    Touch Points How will we use the earths resources?

    Example: radical biotechnology:

    More white goods mimic organisms in design: self-repair, communicate to

    others of their kind, optimise their intake

    / output of energy and waste.

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    Futures Wheels

    The Futures wheel is an instrument for graphical visualisation of direct and indirect future consequences of a particular change or development.

    It is a structured brainstorming

    tool to predict the future of a specific topic or systematically capture the effect of various future developments on each other

    89 SAMI Consulting www.samiconsulting.co.uk

    Futures Wheels / Verge

    Futures Wheels (Impact Wheels) augmented with Verge Adapted from J Glenn; R Lum

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    ISSUE

    impact impact

    impact impact

    impact

    Futures (Impact) Wheels: Exploring cascades of change

    What are the impacts of change --

    and what additional changes

    do those impacts create?

    SAMI Consulting www.samiconsulting.co.uk

    Futures Wheels: Origins Jerome C. Glenn

    Invented futures wheels in 1971 as a method for policy analysis and forecasting

    Also called Implementation Wheels, Impact Wheels, Mind Mapping, and Webbing.

    Reference: Jerome C. Glenn, The Futures Wheel, in The Millennium Project Futures Research Methodology 3.0 (CD)

    Joel Barker

    Cascade thinking: go out at least three orders of implications to find big surprises

    http://strategicexploration.com/implications-wheel/

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    Futures Wheel

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    Augmented Futures Wheel

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    Enter your assigned change in the inner circle of your worksheet.

    Everyone take five minutes by themselves to imagine the possible impacts of this change.

    Share your individual lists within your group. Which of these are immediate, or primary, impacts? Immediate primary impacts are the direct caused by the change. Write those down next to the appropriate spoke.

    Some of the impacts on your lists may actually be the result of a primary impact, or occur after a primary impact - draw a line from the relevant primary impact, and write the suggested secondary impact in a circle at the end of that line.

    Now consider each primary impact, one by one. Brainstorm two or three impacts it will have, and map those, connecting each to its primary impact.

    Futures Wheels: Instructions

    95 SAMI Consulting www.samiconsulting.co.uk

    Priority issues generate impacts that create more change.

    ISSUE

    impact impact

    impact impact

    impact

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    eg, what are the strongest IMMEDIATE impacts of our example priority issue on policing and police?

    impact

    Increase in power of citizen activism

    impact impact

    How could this affect how police define themselves, or who is identified as a peace officer?

    How might this transform relationships between police officers and citizens? between officers and communities?

    between officers and public officials?

    ...feel free to draw on information from the petals to suggest specific and vivid impacts...

    What impacts might this have on how police communicate amongst themselves? communicate to the

    public? what new media?

    what new tabus?

    impact

    impact impact

    impact

    How might this change how police officers are trained? how policing services are designed?

    How might this transform what

    the public expects from

    police? what

    community demands on

    police are?

    impact SAMI Consulting www.samiconsulting.co.uk

    First, what are the strongest IMMEDIATE impacts of your priority issue? Identify 3-5.

    ISSUE

    impact impact

    impact impact

    impact

    impact

    impact impact impact impact

    impact

    impact

    impact

    Second, consider each impact

    youve identified, one at a time.

    What strong impacts does each

    in turn create? Identify 3-5.

    SAMI Consulting www.samiconsulting.co.uk

    Exercise 3: Futures Wheels

    Each group should pick a provocative change that emerged from the analysis this morning: Place the change in the center of the flipchart. Each member suggest one immediate, significant impact

    the change would generate write those around the change.

    Now consider the impacts one by one, and for each identify at least two secondary impacts each primary impact would create.

    Continue on to third-order impacts if you think of any. What are the two most surprising or transformative

    outer-edge impacts that emerge?

    99 SAMI Consulting www.samiconsulting.co.uk

    Finally, what happens when impacts from your two priority issues collide? Do some impacts cancel others out? Do some impacts reinforce others?

    Combining Futures (Impact) Wheels: Exploring Interconnections of Change

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    Interconnecting Impacts:

    Influence Mapping

    Describe the relationship between two variables; what do you hear? The more , the more The less , the less Whether a virtuous or vicious cycle, this loop reinforces change.

    Or, do you hear this? The more , the LESS

    This loop wavers around a goal & maintains the status quo;

    it BALANCES change.

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    DAY TWO

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    Agenda, December 2

    09:30 Scenario Methods 10:30 Exploring Scenarios 11:00 Coffee 11:15 Exercise 4: Exploring scenarios 12:00 Wind-tunnelling 13:00 Lunch 14:00 Exercise 5: Wind Tunnel 14:45 Stakeholder Impacts 15.15 Tea 15:30 Exercise 6: Stakeholder Impact Analysis 16:15 Reflections and follow up 16:30 Close

    103 SAMI Consulting www.samiconsulting.co.uk

    CHANGE HAPPENZ

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    UK Foresight Programme Scenario Building: Survey of Methods

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    What are scenarios

    Stories that describe how the world might look in the future

    Possible paths to the future

    Based on an analysis of drivers of change

    Should be engaging, compelling and credible

    Must have internal logic and consistency

    Allow critical uncertainties and predetermined elements to be separated

    Not predictions or forecasts

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    Scenarios: imagining difference through structured processes.

    Images of alternative possible futures;

    Based on trends and emerging issues;

    Exploratory, NOT predictive;

    Present both opportunities and threats;

    Real, NOT ideal;

    Used to create contingency plans.

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    Effective scenarios. provoke ideas!

    Vividly, boldly portray difference;

    Clearly identify the time horizon;

    Explain how the change unfolded tell the story of trends and impacts growing over time;

    Are written in the present tense, as if the future were happening now;

    Contain a few transformed elements of the past 2011 to contrast the past with the scenarios present day.

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    Why use scenarios?

    The future is uncertain

    Opportunity to talk about the future together

    Offer an inclusive and consultative process

    Reflect the views and challenges facing all stakeholders

    A neutral space (the future) for discussion

    An important tool for organisational learning

    Stories are more engaging (than numbers or policy papers) to describe strategic issue; and

    Allows detailed analysis blending subjective and objective viewpoints.

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    Some benefits of scenarios

    Enhance management skills

    Framework for strategic thinking and a common language

    Provide trigger points for early warning of events

    Help organisations to manage risk

    Better decisions and flexible response to future possibilities

    Help inform research priorities

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    no method suits all projects.

    Narratives Axes

    Co

    nn

    ecto

    rs

    Tables

    Twenty+ different scenario methods:

    SAMI Consulting www.samiconsulting.co.uk

    2X2 axes of uncertainty

    Deductive

    Scenario

    A

    Scenario C

    Scenario D

    Scenario B

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    The Scenario Cross Method

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    Critical issue: what decision keeps you awake at night?

    Local operating environment: what key factors will determine the success or failure of the critical issue?

    MACRO environment: what are some of the driving forces creating change in the wider world?

    Rank those driving forces by importance and uncertainty: MOST important AND MOST uncertain.

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    The Scenario Cross Method

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    Scenario Cross example: Scenario Matrix for Global Agro-Seeds, Inc.

    Example -- driving forces of change:

    Developing World progress; loss of marine biodiversity; trade protectionism;

    decreasing water supplies; public confidence in science;

    religious/philosophical conflicts; nano-bio-tech convergence.

    Choose two most important to you, whose outcomes are most uncertain;

    draw axes showing extreme opposite outcomes.

    Developing World flourishes

    Developing World crashes

    Science saves

    Science stumbles

    broker of national, natural gene stocks

    steward of national, natural gene stocks

    partner in engineering new exotics from local plant stocks

    supplier of high-yield engineered seeds for famine relief

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    Select the scenario logics and create the scenario matrix.

    Flesh out the scenarios by referring to the key factors, and suggest plausible events that might create that end state.

    Implications: how does the decision look in each scenario? -- SWOT analysis.

    What might usefully serve as leading indicators or signposts that you are heading toward one or another of these scenarios?

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    The Scenario Cross Method

    SAMI Consulting www.samiconsulting.co.uk

    Create

    abstracts Brainstorm Drivers capture on post its

    Prioritise drivers

    Agree focal issue

    (exam question) -

    cluster drivers

    Choose 2 clusters to

    create scenario axes

    Develop narratives Private sector pursues

    maximum economic growth to

    improve environment and

    human well-being

    Lip service paid to major

    policy decisions on sustainable

    development

    Private sector pursues

    maximum economic growth to

    improve environment and

    human well-being

    Lip service paid to major

    policy decisions on sustainable

    development

    Private sector pursues

    maximum economic growth to

    improve environment and

    human well-being

    Lip service paid to major

    policy decisions on sustainable

    development

    Private sector pursues

    maximum economic growth to

    improve environment and

    human well-being

    Lip service paid to major

    policy decisions on sustainable

    development

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    The Scenario Cross Method

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    The Scenario Cross Method

    Designed for strategic insight, focussing on a decision-making goal or challenge

    Shorter term futures: time horizon of 10 20 years Critical uncertainties frame a futures landscape Almost complete dependency on getting the axes

    right Axes can repeat in the same domain: limits divergence Consistency of tone and purpose across the scenarios:

    comparable futures worlds vs homogeneity of language and description

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    Co

    nn

    ecto

    rs

    Narratives

    Causal Layered Analysis Scenario Archetypes Corporate Story-telling

    Axes

    Deductive Scenarios, eg GBN, Shell Trilemma, Oxford Scenarios

    Tables

    FAR Futures Table Morphological Analysis Scenario Parameter Matrix

    Manoa Scenarios Systems Dynamics

    Co

    nn

    ecto

    rs Other

    Scenario Methods

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    Causal Layered Analysis

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    Causal Layered Analysis Designed to integrate different futures perspectives

    (empirical, critical, interpretative): open to different ways of knowing (Inayatullah)

    Every epistemological layer explored, none privileged Privileged/silenced vs winners/losers Not necessary to get to metaphor layer to build scenarios (but it

    helps) Succeeded in creating transformative spaces Litany level created humour Metaphor made new connections

    traders and guardians seven generations the mandarin

    Resilient to process issues: thoughtful, open, and searching conversation

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    Scenario Archetypes

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    Scenario Archetypes

    Designed to capture common families of images of the future in order to enable incasting

    Pre-fab worldviews and frameworks: just add data approach

    Requires nuanced understanding of the archetypes Potential for not our story backlash Useful discussions generated when sorting data across the

    archetypes: identifies ambiguities where drivers fall across or between boundaries

    Tight focus on the research issue (civil society) Logical pattern identification: matching drivers and weak

    signals with apposite worldviews ensures internal consistency of scenario

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    Manoa Scenario Building

    SAMI Consulting www.samiconsulting.co.uk

    Designed to maximise evidence-driven difference from the present, in order to challenge assumptions

    Focus on turbulence and the dynamics of acceleration and constraint

    Surfaces emerging tensions and backlash responses Needs at least three orthogonal changes to drive each

    scenario Does not directly address topic (incast later) Impact cascades create clear webs of events - aids drafting

    a network future history Cross-impact step addresses boundary spaces where

    innovations and threats emerge Energising: creates a playful mood supporting creativity

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    Manoa Scenario Building

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    Choose three emerging issues from different STEEP categories;

    Create futures wheels exploring the impacts of each emerging issue, by a set date (2030);

    Create a qualitative cross-impact matrix exploring the interactions of all three emerging issues;

    imagine what a day would be like in the future where ALL those changes were real.

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    Manoa Scenario Building

    SAMI Consulting www.samiconsulting.co.uk

    Manoa Approach Example: Three trends for 2025

    Three futures wheels: 24/7/365 economy; vigorous aging; and voice and biometric

    input/output to computers.

    Brainstorm primary, secondary, tertiary impacts for each issue, addressing: government, economic structures, family

    life, patterns of work, education and training, arts and leisure, news and media, religion, etc.

    24/7/365 more workers needed

    Small momnpop shops fail

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    Manoa Approach Example: Three trends for 2025

    Cross-Impacts: Emerging Issues

    24/7/365 economy

    Vigorous aging

    Voice and biometric input to computers

    24/7/365 economy

    Vigorous aging

    Results of futures wheel

    Results of futures wheel

    Results of futures wheel

    What impacts will vigorous aging have on the 24/7/365 economy?

    What impacts will voice and biometric input to computers have on the 24/7/365 economy?

    What impacts will the 24/7/365 economy have on vigorous aging?

    What impacts will voice and biometric input to computers have on vigorous aging?

    What impacts will the 24/7/365 economy have on voice and biometric input to computers?

    What impacts will vigorous aging have on voice and biometric input to computers?

    Voice and biometric input to computers

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    Connecting Impacts Across Futures Wheels

    noisy work space

    market for great voices

    sharp drop in CTS

    voice in/out & biometrics

    need for hearing filters / augmentation

    design of calm infrastructure

    more workers needed

    24/7/365

    momnpop shops fail

    more stress

    vigorous aging

    people work into their 80s

    oldsters extreme sportsters

    focus on wellness

    drop in health care costs

    Manoa Approach Example: Three trends for 2025

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    SRI Scenario Parameters

    Choose variables: Specific critical; uncertain.

    Label scenario plots: usually, present trends extended, positive outcomes,

    negative outcomes, transformations.

    Extrapolate a range of plausible outcomes for each variable.

    Sort outcomes into the plot column using the rule of logical consistency.

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    Var\Out PTE Up-side

    Down-side

    Wild Card

    Int. rate medium low high negative

    Market youth mass specialty green

    Tariffs. low none high freeware

    Supplies national local global recycled

    SAMI Consulting www.samiconsulting.co.uk

    FAR Futures

    Table Choose variables:

    specific critical; uncertain.

    Estimate/forecast range of outcomes: present trends extended vs. transformation; or high, medium, low; etc.

    Create internally consistent scenarios: identify and resolve impossible pairs; organize by logical relationship.

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    Var\Out A B C D

    Int. rate high medium low

    Market luxury green mass youth

    Tariffs. none low medium high

    Supplies local national regional global

    SAMI Consulting www.samiconsulting.co.uk

    Morphological Analysis

    Often used for complicated multi-variable systems: Economic and policy analyses, eg, Singapores

    Risk Assessment and Horizon Scanning System (using purpose-built software)

    Environmental and social analyses (UK National Ecosystem Assessment Scenarios, using Parmenides Foundations EIDOS)

    Allows greater complexity of analysis, but at greater cost

    Complex output often more difficult to communicate

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    Another futures table approach Makes use of computer-assisted

    evaluation of variable output: one-stop shopping foresight from scanning to strategy

    SAMI Consulting www.samiconsulting.co.uk

    Source: Parmenides Eidos Software Suite

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    Source: Parmenides Eidos Software Suite 133 SAMI Consulting www.samiconsulting.co.uk

    Images of the future: a continuum of infinite possibilities

    all possible images of the future

    dystopias nightmares

    utopias visions scenarios:

    downside

    scenarios: PTE

    scenarios: upside

    wild cards!

    wild cards!

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    Existing images of alternative futures: sources

    Individuals what do people think? e.g., Surveys, Ethnographic Futures Research, etc.

    Culture... what do religions imply? political ideologies? what do artists imagine? writers? advertisers? other artifacts? Content analysis; hermeneutic analysis, etc.

    Forecasts what trends have researchers extrapolated? what scenarios have futurists built? Secondary analysis of existing research and data.

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    Exploring Scenarios

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    UK Futures: Society and Economy in 2030

    SAMI Consulting www.samiconsulting.co.uk

    Background and scope

    Department for Innovation, Universities & Skills formed in 2007

    New Minister wanted to use scenarios to test validity of legacy policies and generate new ideas

    Most policies predicated on a single view of the world, leaving the department vulnerable

    First 5 months of project spent defining the scope and galvanising support

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    Scenarios development summary

    8 month process involving (at varying levels) 10 Govt departments, 13 other organisations and a number of individual experts and stakeholders

    Workshops (3) Interviews (12) Online brainstorm (247 respondents) Stakeholder group meetings (Director General/Director or

    Chief Executive level) Expert group meetings (Government analysts, social

    scientists, futurists) Research programme Prosperity work with Treasury

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    Scenarios scoping

    Early scoping work indicated four big issues that could significantly impact on UK government industrial policies:

    1. Globalisation open or closed world

    2. Development of emerging economies (BRICs)

    3. Social values

    4. Resource constraints (natural and human)

    Of these, using globalisation and social values as axes gave the most useful scenarios but all four issues are major features of the scenarios

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    Collectivist Individualistic

    Social Values

    Scenarios the grid

    Perpetual Motion Shaken Open

    Protective Collective Self-Service

    Open, multilateral

    Closed, unilateral/bilateral

    Glo

    bal P

    olit

    ical an

    d E

    con

    om

    ic C

    on

    text

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    Collectivist Individualistic

    Social Values

    Scenarios the grid

    Movimiento continuo Colectivo abierto

    Proteccionista Colectivo Auto-servicio

    Open, multilateral

    Closed, unilateral/bilateral

    Glo

    bal P

    olit

    ical an

    d E

    con

    om

    ic C

    on

    text

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    Scenarios Perpetual Motion (Movimiento continuo)

    Short-term

    Economic downturn

    Rapid recovery

    Medium-term

    High growth

    Opening markets

    Rising inequalities

    Long-term

    Volatility and inequality accepted

    Social fragmentation; individual solutions

    Perpetual

    Motion Shaken Open

    Self-Service Protective

    Collective

    Open

    Closed

    Individual Collective

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    Free trade Open markets

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    Rise of

    China &

    India

    145 SAMI Consulting www.samiconsulting.co.uk

    Inequality 146

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    Interconnected

    147 SAMI Consulting www.samiconsulting.co.uk

    Insecurity &

    surveillance

    Perpetual Motion

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    Short-term

    Major long-lasting world-wide recession

    Medium-term

    Bottom-up action to assist those hardest hit

    Return to economic growth and opening markets though more regulated and ethical

    Long-term

    Major humanitarian crisis in Africa

    Shift towards more global values and focus on equity

    Scenarios Shaken Open (Colectivo abierto)

    Perpetual Motion Shaken Open

    Self-Service Protective

    Collective

    Open

    Closed

    Collective Individual

    149 SAMI Consulting www.samiconsulting.co.uk

    Regulated markets 150

    SAMI Consulting www.samiconsulting.co.uk Collaboration 151 SAMI Consulting www.samiconsulting.co.uk

    Collectives

    152

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    Internationalism 153 SAMI Consulting www.samiconsulting.co.uk

    Conformity

    154

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    Scenarios Self-Service (Auto-servicio)

    Short-term Global economic downturn

    Medium-term Trade wars and

    protectionism UK forced to follow suit

    painful economic restructuring

    Lost of trust in official solutions

    Long-term People turn inwards

    looking after themselves and their families

    Power shifts downwards

    Perpetual Motion Shaken Open

    Self-Service Protective

    Collective

    Open

    Closed

    Collective Individual

    155 SAMI Consulting www.samiconsulting.co.uk Barriers 156

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    Family

    157 SAMI Consulting www.samiconsulting.co.uk

    Local

    innovation

    158

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    Division & inequality

    159 SAMI Consulting www.samiconsulting.co.uk

    Resource constraints innovative response

    160

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    Scenarios Protective Collective (Proteccionista Colectivo)

    Short-term

    Global economic downturn

    Medium-term

    Trade wars and protectionism

    UK forced to follow suit painful economic restructuring

    People pull together rise of Britishness

    Long-term

    Nation state dominant web of alliances and bilateral deals

    UK: self-sufficiency ideal; nationalism

    Perpetual Motion Shaken Open

    Self-Service Protective

    Collective

    Open

    Closed

    Collective Individual

    161 SAMI Consulting www.samiconsulting.co.uk

    Protectionism

    162

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    Strong

    national

    identity

    163 SAMI Consulting www.samiconsulting.co.uk

    Strong

    national

    identity

    164

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    Intolerance

    165 SAMI Consulting www.samiconsulting.co.uk

    Rise of resource-rich countries

    166

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    Resource constraints rationing response

    167 SAMI Consulting www.samiconsulting.co.uk

    Scenarios Summary of key features

    Perpetual Motion Shaken Open

    Protective Collective Self-Service

    Open

    Closed

    Collective Individual

    Global free markets

    Mosaic of self-reliant individuals

    Export-driven emerging economies grow

    rapidly, competing with West

    Deep pockets of poverty

    Open markets in resources, though market

    failures occur

    Strongly-regulated global economy

    Strong collective identities

    Export-driven emerging economies grow

    rapidly, collaborating with West

    Moderate inequality high redistribution

    State intervention in resource provision

    Market barriers and strong nations

    Strong collective identity within the UK

    Resource-rich emerging economies grow in

    power

    Low inequality within the UK

    Access to resources is constrained, with high

    state intervention and rationing

    Market barriers and protectionism

    Competitive individuals, strong families

    Resource-rich emerging economies grow in

    wealth

    Moderate inequality within UK

    Access to resources is constrained, with local

    adaptation and pricing mechanisms

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    Situaciones - Resumen de caractersticas

    Abierto

    Cerrado

    Colectivo Individual

    Movimiento continuo Libre mercado a escala mundial Mosaico de individuos independientes Economas emergentes impulsadas por las exportaciones crecen rpidamente, compitiendo con el Occidente Grandes focos de pobreza Mercados abiertos en recursos aunque se presentan fallos de Mercado

    Colectivo abierto Economa mundial fuertemente reglamentada Fuerte identidad colectiva Economas emergente impulsadas por las exportaciones crecen rpidamente, colaborando con Occidente Desigualdad moderada- una alta tasa de redistribucin Intervencin del Estado en obtencin de recursos

    Proteccionista Colectivo Barreras de mercado y naciones fuertes Fuerte identidad colectiva dentro de Argentina Economas emergentes ricas en recursos aumentan su poder Desigualdad baja dentro de Argentina Acceso a recursos es limitado, con una alta intervencin estatal y racionamiento

    Self-Service (Auto-servicio) Barreras de mercado y proteccionismo Individuos competitivos, gran unin familiar/ familias fuertes Economas emergentes ricas en recursos crecen en prosperidad/ riqueza Desigualdad moderada dentro de Argentina Acceso a recursos es limitado, con adaptaciones locales y mecanismo de fijacin de precios 169 SAMI Consulting www.samiconsulting.co.uk

    Exercise 4: exploring scenarios

    Your group has been assigned a scenario

    What is Argentina like in this scenario?

    How is it managing and using its natural environment?

    How is it designing and managing its built environment?

    Who are key players?

    What are some tough decisions facing government?

    What are some headlines re: government policy or business initiatives for the environment in 2030?

    Create a front page for an Argentinean newspaper.

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    Futures and Foresight Wind-Tunnelling & Stakeholder Analysis

    171 SAMI Consulting www.samiconsulting.co.uk

    Wind Tunnelling

    Introduction to the technique and exercise brief

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    Windtunnelling

    Test robustness of objectives/policies against different scenarios

    Explore ways to optimise future success

    Help to identify future risks

    Challenge official view of the future

    Create an environment for open debate on options

    173 SAMI Consulting www.samiconsulting.co.uk

    Windtunnelling typical steps

    The process

    Develop scenarios, or work with suitable existing ones

    Identify the objective/policy/desired outcome to be tested

    Examine how the external conditions described in each scenario affect delivery of the desired outcome

    Identify the implications for strategy implementation

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    Orange SCENARIO

    Blue SCENARIO

    Green SCENARIO

    Yellow SCENARIO

    Wind Tunnelling Analytic Approach

    Policy

    Option

    1

    Policy

    Option

    2

    Policy

    Option

    3

    Implications Success Failure Contingent on

    scenario

    Action Plans Do Now Reject Monitor future

    events &

    Contingency

    Planning

    175 SAMI Consulting www.samiconsulting.co.uk

    Example template/approach Scenario 1 Scenario 2 Scenario 3 Scenario 4

    Goal/

    objective 1 ? X

    Goal/

    objective 2 X

    Goal/

    objective 3 X X X ?

    Goal/

    objective 4 X X

    ? X

    = robust

    = needs modification

    = redundant 176

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    Case Study Tackling Obesity Anticipate & prepare

    React & mitigate

    Socia

    l responsib

    ility

    first

    Indiv

    idual re

    sponsib

    ility

    firs

    t

    Scenario 1

    Vocal consumers drive for

    business to lead change,

    with a focus on long-term

    strategies and preparation for change

    Scenario 4

    Individuals prioritise short-

    term value maximisation

    and leave the market to

    balance any shifts in the resource system

    Scenario 3

    Society seeks consensus and

    collective action to deliver

    flexibility and react to the issue

    of the day

    Scenario 2

    Belief in wider social

    responsibility, and the

    importance of future challenges

    drives long-term preparedness and adaptive behavioural

    change

    Source: Tackling Obesity Main Report

    177 SAMI Consulting www.samiconsulting.co.uk

    Windtunnelling impacts Response Options (the built

    environment and transport)

    Scenario

    1

    Scenario

    2

    Scenario

    3

    Scenario

    4

    1. Introduce health as a significant

    criterion in all planning procedures

    (including new build and upgrading

    of the current infrastructure)

    MEDIUM

    IMPACT

    HIGH

    IMPACT

    LOW

    IMPACT

    NO

    IMPACT

    2. Improve the perceptions of

    safety from the points of view of

    traffic and crime

    NO

    IMPACT

    LOW

    IMPACT

    LOW

    IMPACT

    NO

    IMPACT

    3. Increase the walkability and cyclability of the built environment (urban and rural)

    MEDIUM

    IMPACT

    MEDIU

    M

    IMPACT

    MEDIU

    M

    IMPACT

    LOW

    IMPACT

    Source: extract from Tackling Obesity final report

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    Case Study Outcome The top five policy responses assessed as having the

    greatest average impact on levels of obesity across the scenarios were: 1. Increasing walkability/cyclability of the built environment 2. Targeting health interventions for those at risk 3. Controlling the availability of/exposure to obesogenic

    foods and drinks 4. Increasing the responsibility of organisations for the

    health of their employees 5. Early life interventions at birth or in infancy

    These have now been included in the department's new health strategy)

    179 SAMI Consulting www.samiconsulting.co.uk

    Exercise 5: Wind Tunnel Decide aims to be tested

    Wind tunnel the aim timeline to use is 2030 Think about:

    whether the outcome is still achievable and desirable

    whether the aim needs to be modified in any way

    how the desired outcome should be achieved in this scenario

    how the current strategy for delivery needs to be modified.

    Output: populated Wind tunnelling template

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    Stakeholder Impact Analysis

    http://www.youtube.com/watch?v=LVlDSzbrH5M

    181 SAMI Consulting www.samiconsulting.co.uk

    Stakeholder Impact Analysis

    Analyse how different scenarios will impact on

    stakeholders

    Stakeholder is anyone or any group of people

    likely to be affected by scenarios

    Process will highlight strategic choices to be made

    Helps to see policies from other peoples perspective

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    Exercise 6: Stakeholder Impact Analysis

    Study the scenarios Use Stakeholder Impact Analysis matrix to determine how

    scenarios will affect stakeholder groups in each scenario: 1. The owner of a ranch 2. Buenos Aires city planners 3. CEO of manufacturing company 4. Head of a global environmental organisation

    Score from +5 (positive impact) to -5 (negative impact)

    Key output: by end of session, syndicates have identified the impact on major stakeholder groups

    Plenary session: summary of key issues; feedback on the process

    183 SAMI Consulting www.samiconsulting.co.uk

    Stakeholder impact analysis (example from previous event)

    Table Group:

    Stakeholder Group: Impact Analysis Score

    Perpetual Motion

    Global free markets

    Mosaic of individuals

    Deep pockets of poverty

    Exporting BRICs grow and compete

    Self-Service

    Market barriers and protectionism

    Competing individuals, strong families

    Moderate inequalities in UK

    Resource-rich countries grow in wealth

    Shaken Open

    Regulated global economy

    Strong collective identities

    Moderate global inequality

    Exporting BRICs grow and collaborate

    Protective Collective

    Market barriers and strong nations

    Strong collective Britishness identity

    Low inequality in UK

    Resource-rich countries grow in power

    Higher inequality & Pension Provision

    Social tension but better collaboration

    Heath - diversity of provision

    Ostracising different communities

    Child (urban setting)

    2 for rich

    -5 for poor

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    Stakeholder impact analysis

    Group:

    Stakeholder Class: Impact Analysis Score

    185

    Self-Service Auto-servicio

    Protective Collective Proteccionista Colectivo

    Shaken Open Colectivo abierto

    Perpetual Motion Movimiento continuo

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    Summary

    Future driven by trends and uncertainties

    What can we control?

    Strategy should take into account different possible outcomes

    We can influence the future to a certain degree

    186