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Identity Wind Tunneling: A method for discovering an organization’s strategic identity using scenarios 身份风洞:一种使用场景发现组织战略身份的方法
Pub Date : 2021-06-11 DOI: 10.1002/ffo2.96
Alessandro Fergnani, John A. Sweeney

In a turbulent environment characterized by unexpected events, such as the COVID-19 pandemic, a sharp oil price decline, and dramatic economic crises, many organizations face not only challenges but also an “identity crisis” as they are unable to respond to the question "who are we as an organization?" Some organizations may concurrently hold multiple identities without being clear on whether these are shared and agreed upon, and on their role in potentially disruptive futures. In response to this challenge and addressing a methodological gap in the broader futures and foresight field, we draw on both futures and foresight as well as management and organization literature to propose a new organizational foresight method: Identity Wind Tunneling (IWT). Designed as an enhancement of wind tunneling approaches, IWT allows an organization to understand, test, and manage multiple organizational identities. Furthermore, IWT facilitates the alignment of organizational identities across a range of possible futures created during a scenario planning process with the ultimate goal of finding a strategic identity. This represents the central, enduring, and distinctive role that the organization embodies while pursuing a long-term and holistic strategic direction that is robust across all scenarios. The strategic identity either clarifies or reimagines the identity of the organization. The paper provides a step-by-step explanation of how to implement IWT and ​presents a case study of its application. The method is also presented with a series of open-source templates created on the whiteboard collaborative platform Miro (https://miro.com/app/board/o9J_kqakYjs=/).

在一个以突发事件为特征的动荡环境中,例如COVID-19大流行、油价急剧下跌和严重的经济危机,许多组织不仅面临挑战,还面临“身份危机”,因为他们无法回答“我们作为一个组织是谁?”一些组织可能同时拥有多个身份,但不清楚这些身份是否被共享和商定,也不清楚它们在潜在的颠覆性未来中所扮演的角色。为了应对这一挑战,并解决更广泛的期货和预测领域的方法差距,我们借鉴了期货和预测以及管理和组织文献,提出了一种新的组织预测方法:身份风洞(IWT)。作为风洞方法的增强,IWT允许组织理解、测试和管理多个组织身份。此外,IWT促进了在场景规划过程中创建的一系列可能未来的组织身份的对齐,最终目标是找到一个战略身份。这代表了组织在追求贯穿所有场景的长期和整体战略方向时所体现的中心的、持久的和独特的角色。战略认同要么澄清组织的认同,要么重新构想组织的认同。本文提供了如何实现IWT的逐步解释,并介绍了其应用程序的案例研究。该方法还提供了一系列在白板协作平台Miro (https://miro.com/app/board/o9J_kqakYjs=/)上创建的开源模板。
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引用次数: 1
Craft Weed: Family farming and the future of the marijuana industry. Ryan Stoa. 2018. Cambridge, MA: MIT Press. 256 pages. ISBN: 9780262038867 (hrbk $27.95) 手工大麻:家庭农业和大麻产业的未来。Ryan Stoa, 2018。马萨诸塞州剑桥:麻省理工学院出版社,256页。ISBN: 9780262038867(港币27.95元)
Pub Date : 2021-05-11 DOI: 10.1002/ffo2.95
Alexander B. Kinney
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引用次数: 0
Macro worlds and micro predictions: A commentary on Lustick and Tetlock 2021 宏观世界和微观预测:吕斯蒂克和泰特洛克评论2021
Pub Date : 2021-04-10 DOI: 10.1002/ffo2.83
Paul J. H. Schoemaker
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引用次数: 0
Toward theory development in futures and foresight by drawing on design theory: A commentary on Fergnani and Chermack 2021 借鉴设计理论走向未来与前瞻的理论发展:Fergnani and Chermack评述2021
Pub Date : 2021-04-07 DOI: 10.1002/ffo2.91
Yusuke Kishita, Toshiki Kusaka, Yuji Mizuno, Yasushi Umeda

This commentary aims to discuss challenges and opportunities for theory development in the field of futures and foresight by drawing on design theory. The values of theorization are acknowledged by many scholars in the field. These would include promoting a common understanding of futures and foresight among researchers both within the community and across different communities, helping researchers and practitioners select appropriate futures and foresight methods to execute a project being addressed, and providing an educational and training foundation to equip people such as novices and students with futures and foresight methods and approaches in a more systematic manner.

To date, a number of methods are available in the field, such as scenarios, Delphi method, roadmapping, and backcasting (van der Duin, 2016; Glenn & Gordon, 2009; Popper, 2008). However, less attention has been paid to theory development because, historically, there is a tendency that higher priority is placed on practicality (e.g., engaging with projects to “change the world” as described in Fergnani & Chermack, 2021) rather than academic contributions (e.g., writing scientific papers). In an attempt to further stimulate discussions on this important topic, we raise some challenges to be considered and then suggest an approach to theory development in the field through the lens of design theory (Tomiyama et al., 2009).

As Fergnani and Chermack (2021) pointed out, the field has not yet made enough efforts to develop theories for several reasons. While agreeing on such reasons raised there, we want to note three challenges that should be considered, which come from the key features of the field.

Firstly, it is not an easy task to test the validity of theory since the phenomenon of interest is about the future. Often, the community's interests lie not in the accuracy of a prediction1, but rather in causal relations about how a certain future (or possible futures) might happen from the present, as discussed in scenarios and scenario planning literature (Bradfield et al., 2005; Spaniol & Rowland, 2019). From the viewpoint of management and organization sciences, it is of particular importance “to distinguish predicting the future and predicting the outcomes of futures and foresight interventions and capabilities with scientific theory (Chermack, 2007).” When the main purpose is not to predict an accurate future, the phenomena we want to study may be relevant to either of the following questions:

To the best of our knowledge, both of these questions have not been sufficiently addressed in previous research. It should be noted that Fergnani and Chermack (2021) focused on (II), such as organizational-level learning effects by futures and foresight methods.

Secondly, the definitions of t

自然科学关注的是事物是怎样的,而设计关注的是事物应该是怎样的,通过设计人工制品来达到目标(Simon, 1996)。在设计理论中,以理解设计师创造工件的思维过程为目标,研究了两种类型的知识,即关于设计对象的知识和关于设计过程的知识(见图1)。一般来说,设计过程不是线性的,而是通过迭代的步骤,以试错的方式逐步开发设计解决方案,以满足功能规范或要实现的目标。当类比思维应用于未来和预见的上下文中时,工件或设计对象可能指的是,例如,使用文本、图表、插图、模拟等来描述的场景和路线图。以场景为例,描述未来可能是什么样子的文档场景是通过场景设计过程作为设计解决方案产生的,这通常是非常耗时的(例如,数月或一年)。这一过程需要由研究人员和从业人员进行准备,有几种可能的选择;例如,他们可能从零开始开发他们自己的过程,或者他们可能裁剪或仅仅使用他们自己或其他人开发的现有过程。与设计对象相关,可能出现的一些问题包括:(a)在项目或实践中可以选择什么样的设计对象,以及(b)如何以客观和科学的方式评估设计对象的有效性,例如内部一致性。作为处理(b)的具体解决方案,我们提出了一种使用图论从逻辑性的角度分析场景的方法(Kishita et al., 2020)。一般来说,设计过程是指描述如何创建设计对象(例如,场景)的过程。它包含了设计师在创建设计对象时的逻辑或推理过程。在关注未来和前瞻时,需要注意的是,设计师的部分思想和判断往往被描述在设计对象(如场景文件)中,这意味着设计对象和设计过程或多或少是相互联系的。这在一定程度上是因为人们的创造力和想象力在产生关于未来的知识时得到了体现。可能出现的一些问题包括:(i)如何开发过程来解决感兴趣的问题(例如,使用2x2矩阵来开发旨在探索可能的未来的场景),这与第2节中提到的第二个挑战有关,以及(ii)如何以研究人员,从业者和利益相关者可以轻松理解的方式表示和开发逻辑或推理过程。后者(ii)与第2节中的第三个挑战有关。由于逻辑是关于推理的理论,处理(ii)的一个有希望的方法是使用逻辑,其中推理分为三种类型,即演绎,归纳和溯因。特别是溯因法对于描述可能在很大程度上不同于现在的创造性未来非常重要,因为它有助于创造新的知识并扩展设计师的思想(Stanford Encyclopedia of Philosophy, 2011;Takeda et al., 1990)。如上所述,设计理论的应用将提供机会,帮助制定研究问题,以解决发展未来和预见的理论。使用设计理论的一个潜在优势是增加了在设计过程中产生的各种知识的可重用性,包括设计师的推理过程,从而在未来和预见中导致更高效和有效的设计周期。我们同意Fergnani和Chermack(2021)的观点,即现在是时候加快对未来和远见理论发展的讨论,旨在使该领域在社会中产生更大的影响。为此,我们提出了一些需要考虑的挑战,并建议使用设计理论作为解决这些挑战的方法。由于期货和预见的范围是广泛的,在这篇评论中,我们将其缩小到要解决的主要问题是“研究人员和实践者如何通过期货和预见的方法和实践产生关于未来的知识”的领域。然而,采取分而治之的方法似乎是开始在该领域发展理论的一个好选择。尽管如此,该领域的理论发展还有很长的路要走,但我们认为,除了Fergnani和Chermack(2021)提出的以管理和组织科学为中心的方法之外,提供几种替代方法将是有意义的。与许多研究人员和实践者进行更多的讨论将导致制定正确的问题,通过这些问题可以为这个非常具有挑战性和有价值的主题找到一些线索。
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引用次数: 2
How computer simulations enhance geopolitical decision-making: A commentary on Lustick and Tetlock 2021 计算机模拟如何增强地缘政治决策:对Lustick和Tetlock 2021的评论
Pub Date : 2021-04-07 DOI: 10.1002/ffo2.85
Amir Bagherpour
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引用次数: 1
Rejecting false prophets and blind faith in numbers: A commentary on Lustick and Tetlock 2021 拒绝假先知和对数字的盲目信仰:吕斯蒂克和泰特洛克评论2021
Pub Date : 2021-04-05 DOI: 10.1002/ffo2.90
Lawrence A. Kuznar
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引用次数: 0
Reaction: A commentary on Lustick and Tetlock (2021) 《反应:评吕斯蒂克和泰特洛克》(2021)
Pub Date : 2021-04-03 DOI: 10.1002/ffo2.84
Jan Kwakkel, Willem Auping

Lustick and Tetlock (2021) argue for the use of theory-guided simulation for aiding geopolitical planning and decision-making. This is a very welcome contribution, as in our experience, geopolitical analyses are often qualitative in nature and prone to group think. The complexities of geopolitical issues, however, really call for the use of theory-guided simulations. These issues are too complex for mental simulation (Atkins et al., 2002; Sterman, 1989, 1994). Dynamic simulations, if properly grounded in appropriate theories and well-motivated assumptions, can derive the possible dynamics from interacting nonlinear processes, and thus aid human reasoning about system behavior (Sterman, 2002). Moreover, since geopolitical issues are subject to uncertainty, scarce data, and conflicting information, using an ensemble modeling approach is appropriate. An ensemble of simulations enables reasoning across alternative assumptions consistent with the available data and information. Such an ensemble can capture much more of the available theories, information, and educated guesses than any single model in isolation (Bankes, 2002). With the rising computational power, ensemble modeling is increasingly a feasible research strategy.

Despite our broad agreement with Lustick and Tetlock (2021), we have three major comments on their work. First, from the broader perspective of modeling and simulation, they offer little that is truly novel or surprising. The envisioned approach of ensemble simulations is already well established under the label of exploratory modeling. By not engaging with this literature, the authors have deprived themselves from a rich set of analytical techniques that could have substantially strengthened their case study, as well as relevant theories and concepts which would have strengthened the appeal of the manifesto. Second, we content that validating simulation models of complex systems with partially open system boundaries should focus of perceived usefulness, not supposedly predictive accuracy captured through brier scores. Third, in interpreting results from simulation models it is possible and useful to try and increase understanding between the system's structural characteristics and theories, instead of using simulations as point predictions.

There is ample literature that has emerged over the last 30 years on the use of computational experimentation with simulation models to aid planning and decision-making. Hodges (1991) identified six things that could be done with simulation models in the absence of good data. Hodges and Dewar (1992) identified a seventh use case. Bankes (1993) moved away from enumerating the number of use cases, and simply spoke of exploratory modeling. Since these formative ideas from the early 1990s, a large body of literature on exploratory modeling has emerged (se

Mitchell(2003)和Page(2018)都更普遍地主张使用多个结构不同的模拟模型,因为这样的集合可以丰富地揭示所研究的现象,这在复杂系统的情况下特别合适。除了在过去二十年中出现的用于探索性建模的各种技术的潜力之外,也有大量与宣言直接相关的相关理论发展。最重要的是,个体计算实验的具体状态是什么,整体的状态是什么?在这种情况下的一个关键问题是,是否可以在一个集合中取不同类别的模型结果出现的频率,并直接将这些频率转化为在现实世界中保持不变的概率。很明显,你做不到。在模型中发现的频率严重依赖于对模型输入空间进行采样的方式。表征模型输入空间的各种维度是独立的,还是假设相关性?每个维度的先验假设是什么?与这些问题相关的建模选择强烈地改变了观测到的频率(Quinn et al., 2020)。因此,Shortridge和Zaitchik(2018)以及Taner等人(2019)并没有将模型中的可能性频率视为在现实世界中也存在的概率,而是探索了使用场景发现结果作为后验贝叶斯概率评估输入的方法。正如Lustick和Tetlock(2021)所讨论的那样,这可能提供一种综合内部和外部视图的替代方法。作者使用验证和预测等短语。这些短语很有问题,应该谨慎使用。Hodges和Dewar(1992)对什么是适当的验证的理解非常狭隘,他们认为大多数用于政策制定的模拟模型都无法得到验证。Oreskes等人(1994)也采取了类似的、更温和的立场,根据他们的观点,验证只可能用于封闭系统。然而,国家稳定和基本上所有其他地缘政治问题都不会在封闭的系统内发生。历史复制,因此也试图建立预测的准确性,是有问题的证据来源验证,因为等性。在此基础上,Oreskes(1998)认为,在实际使用复杂系统模型之前,人们无法证明其预测可靠性。与自然系统一样,在地缘政治系统中,人们面临着可测量性、可及性和缺乏时空平稳性的限制。因此,模型质量的标准不是在其预期的预测质量(例如,简单的分数)中找到的,而是在其对指导计划和决策的感知有用性中找到的。模拟实验的集合可以为决策提供有意义的信息,而不仅仅是结果类型的总结频率。例如,在集成中缺少特定类型的结果可能与决策高度相关。Auping等人(2014)提供了一个例子,他们分析了美国页岩革命的地缘政治影响。简而言之,它们首先产生了全球范围内能源价格动态的集合。随后,从该集合中获得的一组示例被用作状态稳定性模型的输入,用于对各种食利者状态进行压力测试,以确定哪些状态最容易受到价格波动的影响。整体的全球能源模型显示,2010-2020年这十年油价处于低位。在模型所探索的任何条件下都不会出现高价格。这与北约等国的传统观念背道而驰,而北约正是在那里公布了选举结果。然而,由于基于理论的因果模型,对于没有出现如此高的价格模拟运行有一个很好的解释。这个例子强调了更详细地分析集成的价值,并仔细解释了不同类型的动力学是如何从模拟模型中的结构假设中产生的。我们广泛同意Lustick和Tetlock(2021)的请求,即使用理论指导的模拟来帮助复杂问题的决策,并认为这种呼吁的范围远远超出了地缘政治问题。Saltelli等人(2019)哀叹,模拟和建模不是它自己的领域(cf, Padilla等人,2017),但正在许多领域进行实践,因为它阻碍了共享最佳实践的发展。Lustick和Tetlock(2021)的模拟宣言不幸地体现了这种令人遗憾的状况,因为他们似乎在试图重新发明轮子。我们在这里主要强调了关于探索性建模的丰富文献,这些文献可以有意义地告知和加强宣言。 Lustick和Tetlock(2021)绕过许多相关文献的其他例子也很容易给出。例如,页岩气研究和本土恐怖主义研究都依赖于系统动力学模型,而不是Lustick和Tetlock(2021)所倡导的基于主体的模型。与其毫无结果地争论哪一种方法更好,我们认为两者都可以用于表示关键的因果机制,并且都可以产生紧急的总体动态。主要区别在于描述因果机制的层次。系统动力学模型使用集中的介观表示,其中聚合动力学是涉及积累和延迟的交互反馈回路的紧急属性。如果没有明显的集中或划分代理的方法,那么在基于代理的模型中使用的由异质代理之间的局部相互作用产生聚合动态的微观表示更合适(cf, Rahmandad &斯特曼,2008)。关于联邦模型也可以发表类似的评论,在多建模、多模型生态学和联合模拟等标签下,联邦模型正在各个科学领域得到实践(Nikolic等人,2019)。
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引用次数: 0
Theory development in foresight research: Commentary on Fergnani and Chermack 2021 前瞻研究的理论发展:Fergnani and Chermack评述2021
Pub Date : 2021-04-03 DOI: 10.1002/ffo2.74
Paul J. H. Schoemaker
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引用次数: 2
Hidden dangers in complex computational structures: A commentary on Lustick and Tetlock 2021 复杂计算结构中的隐患:Lustick和Tetlock评论2021
Pub Date : 2021-04-02 DOI: 10.1002/ffo2.86
Joseph Edward Russo
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引用次数: 0
Beware of Bureaucrats: A commentary on Lustick and Tetlock (2021) 谨防官僚:评吕斯蒂克与泰特洛克(2021)
Pub Date : 2021-03-30 DOI: 10.1002/FFO2.89
Heiko A. Gracht
The article by Lustick and Tetlock (2021) impressively embeds the need for reliable foresight in concrete historical events and, based on this, makes a strong appeal for significantly improved foresight and decisionmaking groundwork, through the use of theoryguided computer simulations such as the mentioned Virtual Strategic Analysis and Forecasting Tool (VSAFT). It goes without saying that theoryguided computer simulations improve the status quo of foresight, which is why they should complement the method portfolio of any strategist, risk manager, analyst, or policy maker. However, it is doubtful whether future pandemics, terrorist attacks, international conflicts, or even social upheavals can be regularly anticipated and, above all, whether appropriate preventive measures can be implemented consistently or even only to a predominant extent.
Lustick和Tetlock(2021)的文章令人印象深刻地将可靠的预见嵌入到具体的历史事件中,并在此基础上,通过使用理论指导的计算机模拟(如前面提到的虚拟战略分析和预测工具(VSAFT)),强烈呼吁显著改善预见和决策基础。毫无疑问,理论指导下的计算机模拟改善了预测的现状,这就是为什么它们应该补充任何策略师、风险经理、分析师或政策制定者的方法组合。然而,能否定期预测未来的大流行病、恐怖袭击、国际冲突甚至社会动荡,尤其是能否始终如一地或仅仅在很大程度上执行适当的预防措施,令人怀疑。
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引用次数: 0
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