Nesta interview: Using scenarios to reimagine our strategic decisions

Earlier this year, I took part in the ‘Scenarios and the Future of Work’ project, hosted by the Danish Design Centre in conjunction with the innovation foundation Nesta.

Rain on the Mountain

Nesta’s Juan Casasbuenas interviewed me about the experience, and the benefits of scenario planning, for their blog.

“Scenarios should stretch your thinking and challenge you to reimagine where you’re headed strategically, but they’re always grounded in the here and now: looking at the weather on the mountain to understand what might happen in the valley below.”

We also talked about technology, fear, and the surprising history of photographic manipulation which lies behind deepfakes.

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You can read “Using scenarios to reimagine our strategic decisions” here.

Public Libraries, Police Abolition, and Serving Your Community in a Time of Change

If we abolish the police and reimagine the ways in which our societies cope with disorder, violence, and transgression, what else will have to shift? How radically could public libraries change, if we reimagined the institutions of information as profoundly as we might reimagine the institutions of justice?

I led strategy workshops last month with some very senior librarians in Australia, and at the beginning of these sessions, we gave an Acknowledgment of Country, acknowledging the Traditional Custodians of the land we were on and paying our respects to Elders past, present, and emerging.

We didn’t just speak these words as a formula and then move on. We talked about what it meant to acknowledge country in digital space, when each of us was in a different location, from Australia to the UK. We talked about acknowledging the histories which have led us to a world in which I could speak the traditional language used for generations in the place where I was born, and not make any effort to adapt the way I speak for audiences in Australia, Aotearoa New Zealand, the US, Canada, or many other nations.

We talked about what it would mean for the institutions represented in the workshop not just to acknowledge these histories, or to carry out the work of recognising and remedying them through diversity and inclusion efforts, acts of reconciliation and decolonisation, and so on. We talked about what it would mean for these institutions to become explicitly antiracist.

It was important to talk about this, because for some public institutions, it proves hard to take a stand against injustice. The political environment in which public library services and other organisations operate is shaped by the elected governments which determine their funding and policies, and this can make it challenging for institutions to do the right thing. Read more

Psychodynamic literacy? New column for Information Professional

“Group dynamics are ‘like an iceberg – you see some of the relationship on the surface and then there is also everything beneath the water. There are the explicit, seen, and formal aspects; then all that is implicit, unseen, unspoken, and even unconscious.'”

The second instalment of “Scripturient”, my new quarterly column for Information Professional magazine, is out now.

Iceberg_in_the_Arctic_with_its_underside_exposed
Iceberg in the Arctic, by Wikipedia user AWeith – CC BY-SA 4.0

In this series, I’m looking at how we can push the boundaries of literacy in the 21st century, to encompass new areas of representation. What does it mean to read the future? To read risks? To read the forces that underpin our relationships and drive us psychologically? To read the signs and signals which exist in the natural world?

The latest instalment explores questions of “psychodynamic literacy”. If we were better at reading the forces that shape our relationships, could we rewrite them to get better, happier outcomes?

I talked to two expert practitioners, a leadership coach and a mediator, to find out more. Find out what they had to say in the article (PDF download).

“You are swimming with the whole ocean”: Interview with Aída Ponce Del Castillo, European Trade Union Institute

Last month, Aída Ponce Del Castillo of the European Trade Union Insitute’s Foresight Unit joined me to talk about her journey from world-class swimmer to foresight professional, doing strategy and scenarios research for the labour movement.

We discussed different foresight methodologies, the particular challenges and opportunities in working on futures with trade unions, and, inevitably, COVID-19, but our conversation began with Aída’s sporting career, and the lessons it taught her about coping with turbulence and uncertainty.

Matt:
What was your journey to becoming a foresight practitioner? You were a lawyer, and a competitive open-water swimmer – how did that lead you to work on foresight, and how did it prepare you for the role?

Aída:
In many ways I saw myself as a swimmer first and everything else second! I studied and practiced law, completed a doctorate. As an open water swimmer I competed at international level, also racing in Open Water World Cups. Read more

Getting Your Head Around Post-Normal Science

Something of a long read on the blog today. I first came across Jerome Ravetz’s work in his 2011 piece on feral futures co-written with Rafael Ramírez in the journal Futures. In that piece, the authors argue that complex, uncertain issues such as environmental disasters can be made worse by conventional risk-based thinking. I think through some of the ways in which this is important for us to consider in 2020 in this blog, “Our feral future: working on the crises you did(n’t) see coming.

I find Ravetz’s approach thought-provoking, pragmatic, and deeply relevant to the present moment. It attends to questions of uncertainty and emphasises that science itself is situated within complex social, political, cultural, and economic contexts. Especially when we find ourselves being told that, for example, decisions on quarantine and lockdown measures are being “guided by the science” under contested circumstances, it’s worth getting your head around the idea of “post-normal science.”

Today, I want to go through some of the key points articulated in Ravetz’s 2006 No-Nonsense Guide to Science and the updated 2020 version of his landmark 1993 essay with Silvio O. Funtowicz, “Science for the Post-Normal Age“. Check those texts out, if you want to go deeper.

Defenders of the Truth
Climate Marchers, by Wikipedia user Mark Dixon CC BY-SA 2.0

Post-normal science is a way of rethinking science for situations – and eras – in which facts are uncertain, values are in dispute, the stakes are high, and decisions are urgent. It recognises that the social and political dimensions of science cannot be sidelined, isolated, or ignored.

The increasingly complex systems of today’s world are threatened by environmental catastrophe, pollution, and other incidents, like the COVID-19 outbreak, which are exacerbated by the technologies sustaining our way of life.

Science must therefore find new ways to cope with contradiction, uncertainty, and an ever-wider political conversation featuring a wide range of perspectives. It must now address the problems of a global system which itself was based on science.

Why “post-normal”?
Read more

Looking ahead: Circulating Ideas / Public Libraries News

I recently had the opportunity to speak with Steve Thomas of the American library podcast Circulating Ideas and Ian Anstice of the UK’s Public Libraries News. Both conversations were released online this week.

Ian asked me some questions about the COVID-19 pandemic, libraries’ response to it, and what might be on the horizon for our societies and the institutions that serve them.

Like any good foresight practitioner, I sought to offer questions of my own, and provocations more than prophecy. We discussed resilience, anticipation, and both the dangers and opportunities that organisations face during a prolonged, indefinite season of turbulence and uncertainty. I think the points will be useful for people outside of the library and information sector. You can read our conversation at the Public Libraries News site.

Meanwhile, over at Circulating Ideas, Steve and I talked about what it would mean to bring scenario planning and other foresight methodologies into a public library setting, building on my recent presentation to America’s Engaging Local Government Leaders network and a previous academic article co-authored with Rafael Ramírez.

You can listen to my chat with Steve, and many other excellent episodes of Circulating Ideas, at the podcast’s website, and the episode is also available over at Apple Podcasts.

Planning for Uncertainty: Scenarios and Foresight for Local Government

Last week, I put together this one-hour video session for America’s Engaging Local Government Leaders network, ELGL.

It’s a straightforward foresight and strategy starter pack, no nonsense, no jargon, helping to answer the questions “Where are we going?” and “What should we do?”

The session is aimed at US local government leaders, but should work for a wide range of institutions, communities, and settings.

You can read more about the session and download a PDF “handout” with slides and further reading at the ELGL webpage, and I previously spoke with the ELGL team about leadership and foresight on their podcast last year.

“New adventures in disasterology”: Learning from crisis with Christchurch Libraries

Katherine Moody is a librarian in Christchurch, Aotearoa New Zealand. She and I submitted a piece for the US Public Libraries Magazine at the end of March 2019, and it appears in the current (April/May 2020) issue. 

You can read that text, “Even In The Worst-Case Scenario”, as a PDF download here – but it would be an understatement to say that a lot has changed in the world since we wrote it! 

Worst Case Scenario

To keep the conversation moving forward, Katherine and I had a short discussion about libraries’ experience of crisis over the past year.

Matt:
In terms of our interest in coping with crises and turbulent situations, in understanding the part libraries have to play in these huge upsets: what has been learned?

Katherine:
So much has happened, both personally and professionally, and is continuing to happen, and taking a breath to look back is almost overwhelming.

I think we need to have the mindset – and the strategy – that we need to be prepared to face anything. I’ve been thinking a lot recently about some Crowded House lyrics recently: ‘I’ve been locked out / I’ve been locked in / but I always seem to come back again’. Read more

Debate: Las bibliotecas durante y tras el confinamiento

The fiction of normality has just been exposed by the coronavirus pandemic, so why are we constantly talking of a New Normal?

Normality was only ever a comfort blanket, and one which didn’t even stretch to cover all of those in our society who needed it.

How will we change through, and allow ourselves to be changed by, the crises of 2020 – and those future crises that surely await?

I’m so grateful to Spain’s Ministry of Culture and Sport, and the “Laboratorios Bibliotecarios” team, for hosting this discussion, and tolerating my imperfect Spanish in a really lively debate with Laia Sánchez Casals, Alicia Sellés Carot, Diego Gracia Sancho, and Javier Perez Iglesias.

You can watch the recording, in Spanish, here.

Scenario planning in the Age of COVID-19: Mandarin Interview with Trudi Lang

My interview with Oxford University’s Trudi Lang for the Mandarin, published in late April 2020, can now be shared beyond their paywall. The full text of the piece appears below.

‘Never assume the future will be an extension of the past’ Scenario planning in the Age of COVID-19

Matt Finch sat down with Trudi Lang, a senior fellow in management practice at Oxford University’s Saïd Business School. Lang is a researcher and strategist with particular expertise in scenario planning, a foresight methodology that seeks not to predict the future but to usefully challenge our assumptions about what’s coming next.

“The key challenge of government is to prepare for a future in which we will be surprised time and again,” said Peter Ho, then Singapore’s top civil servant, in 2009.

Few people at the start of 2020 would have anticipated an enormous symmetric shock affecting the entire world, demanding drastic interventions from the state — yet experts had been warning of a pandemic for considerable time. Indeed, as the New York Times reported in March, the US federal government had rehearsed for a pandemic three times over the last four years.

Despite such rehearsals and the warnings of experts, many governments have been caught on the back foot by COVID-19. Countries that were considered to have an excellent capacity for pandemic response — the US and UK had been ranked highest among 195 countries’ ability to prevent and mitigate pandemics in 2019 — have found themselves floundering.

With the world plunged into uncertainty, how do we navigate the turmoil of the current pandemic and look beyond the crisis, into a future that is hard to picture clearly?

Living and learning foresight: From Western Australia to the World Economic Forum

For Trudi Lang, the current pandemic represents a profound and dramatic transformation of the contexts in which we operate: “Even if we foresaw the possibility of an outbreak of a contagious disease, the exponential nature of COVID-19’s growth has been remarkable. It’s certainly the first time in my lifetime that I’ve seen such a stark and global example of exponential (as compared to more linear) change.”

Trudi LangPrior to joining the Saïd Business School, Lang was Director and Head of Strategic Foresight for the World Economic Forum, and also worked as a foresight consultant for the Organisation for Economic Cooperation and Development (OECD). But her first experiences of constructively engaging with the future came from life as a farm girl in Western Australia.

In agriculture, many factors are “extrinsic” or beyond an individual’s control — whether that’s the weather, the cost of fuelling machinery, or the price of a crop, which is dependent on the harvest in other parts of the world. For Lang’s family, the fortunes of their farm relied on them finding ways to cope with a degree of constant uncertainty.

Lang says, “I didn’t just grasp the idea of future uncertainty intellectually: I lived it. What growing up on the farm taught me is that, no matter what you do, the future is not always going to be a replication of the past. That’s a useful lesson to recall in the current pandemic. It’s an extreme

example, but it reflects what we learned on the farm: you can never assume that good years are going to last nor that the future will necessarily be an extension of the past.”

Today, Lang is a champion of foresight methods including the Oxford Scenario Planning Approach, which is designed to help organisations cope with situations characterised by “TUNA conditions”: Turbulence, Uncertainty, Novelty, and Ambiguity.

TUNA fishing in the age of COVID-19

Lang explains that scenario planning “enables us to discuss and frame in different ways what we see around us, thereby helping make sense of the uncertainty in our midst and how things may play out.”

Unlike forecasting approaches, which seek to model and predict what awaits us, a foresight approach needn’t correctly anticipate the one future which will certainly come to pass. Instead, it will identify a wider range of future uncertainties, trends, and issues which may affect and inform strategic decisions.

In the immediate context of the current coronavirus outbreak, Lang says that such considerations include the breadth, depth, and duration of current uncertainties. Which of the changes we are currently seeing might prove to be permanent? Will COVID-19 outbreaks recur for a long time? How will the pandemic relate to other pressing global issues such as climate change and inequality? Will emergence from the crisis be characterised by spurts and starts, a continuous and orderly progression, or an ongoing mess?

Lang and her Saïd colleague Rafael Ramírez have published guidance for organisations seeking to use scenario planning in the midst of the COVID-19 pandemic. One of the key points is that, while strategic work often involves long-term considerations, pandemic scenario planning may require shorter time horizons.

Lang explains that with the approach used by her and her colleagues, “The focus is on the present, for example related to a strategic action to be taken or sense to be made of an emerging situation. The scenarios are about exploring the future context of that action or situation, thereby opening up new ways of seeing the options in the present.”

This means that instead of creating scenarios for a distant time, a project may focus on a closer date — a matter of weeks or months from now, if your question is around emergence from quarantine or lockdown. Lang cautions that thinking about the pandemic’s aftermath, and what that means for your organisation, might be better addressed from the vantage point of a scenario two- to five-years hence, or even further.

While timescales can be condensed in the era of COVID-19, it may be that plausibility needs to be stretched. Scenario planning describes future situations which provide both challenging and useful inputs to the decision-making process, even if they do not come to pass. The extreme nature of the current situation creates opportunities to explore even more challenging future contexts than would usually be contemplated.

Lang notes that “Contingency planning is about risk, which involves some judgements about probability and impact, and results in a contingency plan to cover the risk. Scenarios address deep uncertainty where probabilities can’t be judged. Scenarios may highlight or identify new risks, but they will also reframe a situation, indicating potential new opportunities and collaborations. By stretching plausibility, the scenarios can become more insightful and challenging, and thus far more useful as they help people learn more about what might be.”

Getting the basics right

Even if the pandemic accelerates or accentuates some aspects of scenario planning, it’s still important to get the basics right. Above all, that means attending carefully to who will use the scenarios, and for what purpose. This is what makes the difference between a project with useful outcomes, and one which is merely a speculative visioning project.

“Scenarios are a means to an end,” says Lang, “so being grounded in what people are trying to achieve is key. What is the purpose of your organisation? What makes people excited about their work? What makes them care? Scenarios are about future contexts people may have to inhabit, so connect these futures with what your organisation is fundamentally trying to achieve.”

If you fail to carefully identify and secure the intended use and user of your scenarios, the project may, unsurprisingly, prove useless and its insights will not be acted upon. The US government’s multiple rehearsals for a pandemic over recent years may prove instructive in this regard.

Lang notes that pandemics have been included in scenarios before, but this inclusion hasn’t always led to preparatory action: “Scenarios are a means to an end, not the end in itself. If a pandemic arises in foresight work, but we remain ill-prepared, a factor to consider is whether the work had a clear user and use.”

Scenario planning has been welcomed into some governments and public bodies, alongside its uptake in the corporate world, but distinctive approaches may be required to suit the public sector’s unique features and the complexity of its stakeholder relationships.

Lang suggests that one approach is for public bodies to consider scenario planning as a conversation to be hosted. Project organisers are bringing together stakeholders to jointly inquire into a future strategic context and explore new options: “Learning through the conversation builds a shared language and a shared understanding among people, with the result that valuable new collaborations can be enabled that mobilise resources and open up new opportunities.”

Building social capital and enriching strategic thinking

Lang’s academic research has indicated that building new social capital can be a key reason for undertaking scenario planning. Scenario projects, being highly collaborative, can create new and stronger ties between participants, increasing the richness and extent of the network through which new strategic ideas and opportunities are identified and taken forward. Departments, teams, and stakeholders used to working from different perspectives can develop a shared language and find common ground in their collective discussion of the future.

https://upload.wikimedia.org/wikipedia/commons/thumb/9/94/Skyline_of_the_Central_Business_District_of_Singapore_with_Esplanade_Bridge_in_the_evening.jpg/1280px-Skyline_of_the_Central_Business_District_of_Singapore_with_Esplanade_Bridge_in_the_evening.jpg
Singapore Central Business District, by Wikimedia user Basile Moran CC BY-SA 4.0

Lang points to Singapore as one example of a country which is constantly considering what might change in its future, and how that change might be harnessed to beneficial ends. Given its lack of natural resources, its size, and its location, Singapore cannot afford strategic complacency and has a strong public sector scenario planning tradition. Singaporean civil servants use the technique, Lang explains, “to frame and reframe their understanding of what is evolving to generate new opportunities and identify emerging risks.”

While Singapore has been all too aware of the uncertainties in its future, is it possible that Australia’s resource wealth, and the era of the mining boom, have insulated it from such sensitivity to strategic challenges? Beyond its direct health impacts, the pandemic has bought into stark relief issues that Australians had taken for granted.

“For example,” Lang points out, “there was no real disadvantage in shifting manufacturing offshore because keeping the costs of production down was perhaps the key decision criteria. One of the effects of this decision has been to trade a form of resilience for efficiency; how will the relationship between these two develop post-pandemic?”

Exploring such questions is where foresight comes into play. For people who wish to embark on scenario planning, Lang advises them to speak with someone who already has experience of the approach: “If scenarios work is new to your organisation, bear in mind that this may be about introducing a new way of working that may be unfamiliar; every organisation will have its own ways of thinking about the future and informing strategic decision making. Consider starting in a small way, giving people the opportunity to become involved and familiar with the practice to adapt it to the needs of the organisation.”

Some people within a given organisation may be particularly keen to engage with the future using new methods, and excited about embracing a new challenge.

Lang notes: “Usually these creative and imaginative people are also good strategic thinkers, seeing rich interconnections in the issues they uncover. But remember to also bring in new, less familiar perspectives by interviewing people outside your organisation or inviting them into your scenarios conversations.”

“When you help people to realise that they are already working with a set of expectations and assumptions about the future, they get curious about unpacking those assumptions, questioning them, and opening up, getting more imaginative. Once you realise what your assumptions are, you can start to look beyond them, and locate your blind spots.”

You can read the latest from Trudi and Rafael Ramírez on frugally innovative scenario responses to COVID-19 at the Saïd’s Oxford Answers page.