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The science behind “values”: Applying moral foundations theory to strategic foresight “价值观”背后的科学:将道德基础理论应用于战略前瞻
Pub Date : 2022-10-17 DOI: 10.1002/ffo2.145
Brent Mills, Alex Wilner

“Values” play an oversized role in strategic foresight: they help define scanning frameworks, direct scanning efforts, inform change driver and scenario development, and underpin change within various systems and domains (e.g., politics, society, etc.). And yet, values are largely understudied within foresight. They are rarely defined consistently or explored with reference to a theoretical model of how values emerge or evolve. Rather, values are researched using dissimilar methods depending on the foresight research at hand, which can lead to gaps in analysis and inconsistency between foresight projects. Moral Foundations Theory (MFT), a social psychological theory that identifies common human moral values, offers a solution. MFT describes six moral values or “foundations”—care, fairness, loyalty, authority, sanctity, and liberty—each explained through the evolutionary development of humanity and detectable across cultures. Within foresight, MFT can be applied to understand and identify shifts in the influence of different values, which can result in more novel and unexpected conclusions. With these potential benefits available, we propose adopting and adapting MFT for use within the foresight to improve the way it approaches, identifies, and utilizes values. Our article unpacks MFT into its core tenets and illustrates how it can be used to inform scanning, change driver development, and scenario construction.

“价值观”在战略远见中发挥着巨大的作用:它们有助于定义扫描框架,指导扫描工作,为变革驱动因素和情景发展提供信息,并支撑各种系统和领域(如政治、社会等)内的变革。然而,价值观在远见中的研究大多不足。它们很少得到一致的定义,也很少参照价值观如何产生或发展的理论模型进行探索。相反,根据手头的前瞻性研究,使用不同的方法来研究价值观,这可能会导致分析上的差距和前瞻性项目之间的不一致。道德基础理论(MFT)是一种确定人类共同道德价值观的社会心理学理论,它提供了一种解决方案。MFT描述了六种道德价值观或“基础”——关怀、公平、忠诚、权威、神圣和自由——每一种都通过人类的进化发展来解释,并可在不同文化中检测到。在前瞻性范围内,MFT可用于理解和识别不同价值观影响的变化,从而得出更新颖、更出乎意料的结论。有了这些潜在的好处,我们建议采用和调整MFT,以便在前瞻性范围内使用,以改进其接近、识别和利用价值的方式。我们的文章将MFT分解为其核心原则,并说明了如何使用它来通知扫描、更改驱动程序开发和场景构建。
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引用次数: 2
Future scenarios for improving Iran's overall destination image and attractiveness: A supply-side perspective 改善伊朗整体目的地形象和吸引力的未来情景:供应方视角
Pub Date : 2022-09-29 DOI: 10.1002/ffo2.143
Mohammad Nematpour, Masood Khodadadi, Sarasadat Makian, Mohammad Ghaffari

Since overall image and attractiveness can play a key role in developing a destination's tourism market, the current study attempts to identify the main factors influencing Iran's overall image and attractiveness from a supply-side perspective. To reduce the uncertainties in Iran's future tourism market development, we first used factor analysis to identify factors that affect Iran's tourism market. Second, we used multiple linear regressions to examine the relationships between the identified factors and Iran's overall image and attractiveness as a destination. According to the findings, political, product, and service factors significantly affect Iran's overall image and attractiveness. Third, we provided scenarios for improving Iran's overall image and attractiveness based on cross-impact balanced analysis.

由于整体形象和吸引力在发展目的地旅游市场方面发挥着关键作用,本研究试图从供应方的角度确定影响伊朗整体形象和魅力的主要因素。为了减少伊朗未来旅游市场发展的不确定性,我们首先使用因子分析来确定影响伊朗旅游市场的因素。其次,我们使用多元线性回归来检验所确定的因素与伊朗作为目的地的整体形象和吸引力之间的关系。根据调查结果,政治、产品和服务因素显著影响伊朗的整体形象和吸引力。第三,基于交叉影响平衡分析,我们提供了改善伊朗整体形象和吸引力的场景。
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引用次数: 1
Constructing Delphi statements for technology foresight 构建技术预见的Delphi语句
Pub Date : 2022-09-21 DOI: 10.1002/ffo2.144
Per Dannemand Andersen

Since its introduction decades ago, the Delphi method has become a popular instrument of broad application within the field of technology foresight and for wider science, technology, and innovation policy-making. The Delphi method has also attracted interest from a methodological perspective. The literature on the Delphi method demonstrates a research gap on the issue of Delphi statements and respondents' understanding of those statements. Based on a systematic literature review, this paper examines the existing knowledge and practices in constructing Delphi statements. A key contribution of the paper is a set of practical recommendations for constructing Delphi statements for technology foresight. Furthermore, the paper suggests future research on the topic.

自几十年前引入以来,德尔菲方法已成为技术预见领域以及更广泛的科学、技术和创新决策领域中广泛应用的流行工具。德尔菲方法也从方法论的角度引起了人们的兴趣。关于德尔菲方法的文献表明,在德尔菲陈述问题和受访者对这些陈述的理解方面存在研究空白。在系统文献综述的基础上,本文考察了在构建Delphi语句方面现有的知识和实践。本文的一个关键贡献是为构建技术前瞻的Delphi语句提供了一套实用的建议。此外,本文还对该课题的未来研究提出了建议。
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引用次数: 1
Computer-aided scenario design using participatory backcasting: A case study of sustainable vision creation in a Japanese city 基于参与式回溯的计算机辅助场景设计——以日本城市可持续视觉创造为例
Pub Date : 2022-09-15 DOI: 10.1002/ffo2.141
Yusuke Kishita, Takuma Masuda, Hidenori Nakamura, Kazumasu Aoki

Designing backcasting scenarios is a powerful approach to the development of sustainable visions and pathways for governments or enterprises in the early stage of their policy-making or strategic decision-making process. To date, a number of scholars have proposed various backcasting methods, in which workshops are often used to reflect the voices of stakeholders. However, it is still a challenge to test the validity of scenarios because the process of designing backcasting scenarios is not transparent or shared among involved stakeholders. This also prevents reusing knowledge and intermediate outputs generated during the scenario design process. To solve these problems, this paper aims to develop a method for supporting a backcasting scenario design by introducing computational assistance. A scenario design support system called the sustainable society scenario (3S) simulator is used to visualize a scenario's logical sequence of the scenario in graph format. To demonstrate the proposed method, a case study for the city of Toyama, a Japanese municipality, was performed using three workshops with citizen participation. The results showed that two different scenarios, involving future visions and associated pathways, were developed by reflecting the diversified values of local citizens. The usage of the 3S simulator visualized the logical relations of the described scenarios, which consist of five blocks—problem definition, subgoals to achieve visions, measures to attain these subgoals, verification, and conclusions. This visualization is effective to increase the verifiability and reusability of the scenarios for evidence-based policy-making processes.

设计回溯场景是政府或企业在决策或战略决策过程的早期阶段制定可持续愿景和途径的有力方法。迄今为止,许多学者提出了各种回溯方法,其中研讨会经常被用来反映利益相关者的声音。然而,测试场景的有效性仍然是一个挑战,因为设计回溯场景的过程是不透明的,也不是相关利益相关者共享的。这也防止重用在场景设计过程中生成的知识和中间输出。为了解决这些问题,本文旨在通过引入计算辅助来开发一种支持反向广播场景设计的方法。一个名为可持续社会场景(3S)模拟器的场景设计支持系统用于以图形格式可视化场景的逻辑序列。为了证明所提出的方法,对日本富山市进行了案例研究,使用了三个有公民参与的研讨会。结果表明,通过反映当地公民的多元化价值观,开发了两种不同的场景,涉及未来愿景和相关路径。3S模拟器的使用可视化了所描述场景的逻辑关系,它由五个块组成——问题定义、实现愿景的子目标、实现这些子目标的措施、验证和结论。这种可视化有效地提高了循证决策过程场景的可验证性和可重用性。
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引用次数: 5
Averaging quantiles, variance shrinkage, and overconfidence 平均分位数、方差收缩和过度自信
Pub Date : 2022-07-21 DOI: 10.1002/ffo2.139
Roger M. Cooke

Averaging quantiles as a way of combining experts' judgments is studied both mathematically and empirically. Quantile averaging is equivalent to taking the harmonic mean of densities evaluated at quantile points. A variance shrinkage law is established between equal and harmonic weighting. Data from 49 post-2006 studies are extended to include harmonic weighting in addition to equal and performance-based weighting. It emerges that harmonic weighting has the highest average information and degraded statistical accuracy. The hypothesis that the quantile average is statistically accurate would be rejected at the 5% level in 28 studies and at the 0.1% level in 15 studies. For performance weighting, these numbers are 3 and 1, for equal weighting 2 and 1.

平均分位数作为一种结合专家判断的方法,从数学和实证两个方面进行了研究。分位数平均相当于取在分位数点评估的密度的谐波平均值。在等权重和调和权重之间建立了方差收缩定律。对49项2006年后研究的数据进行了扩展,除平等加权和基于绩效的加权外,还包括谐波加权。谐波加权具有最高的平均信息和降低的统计精度。在28项研究中,分位数平均值在统计上准确的假设在5%的水平上被拒绝,在15项研究中在0.1%的水平上则被拒绝。对于性能加权,这些数字为3和1,对于相等的加权为2和1。
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引用次数: 1
Supporting distributed and integrated execution of future-oriented technology analysis 支持分布式集成执行面向未来的技术分析
Pub Date : 2022-06-07 DOI: 10.1002/ffo2.136
Carlos E. Barbosa, Yuri Lima, Matheus Emerick, Fabio Ferman, Fernanda C. Ribeiro, Jano Moreira de Souza

Large organizations usually spread their research and development (R&D) around the world, hindering coordination efforts when performing future-oriented technology analysis (FTA) studies. FTA is commonly used in R&D planning, especially on research prioritization. Therefore, we developed an FTA framework for large and geographically spread organizations, named Tiamat. The Tiamat framework is composed of a simplified organization model, which focuses on internal and external interactions during FTA, and an FTA process, which indicates the steps performed by the decision-maker need until the delivery of the FTA final report from the organization. Based on the Tiamat framework, we developed the Tiamat software, a modular tool that implements generic FTA using the concept of workflows of FTA methods. Thus, we describe the architecture and collaboration aspects of the Tiamat software. The Tiamat framework (i.e., model and process) and the Tiamat software were applied in real situations to evaluate its FTA support capability. Besides, we show non-FTA uses of the Tiamat software to showcase its flexibility. Among the contributions, we highlight the use of the Tiamat framework in the management of a standardized FTA process, based on the concept of workflows. The framework was developed to be easily adapted to many types of organizations, such as businesses, universities, and public institutions, either civil or military. The Tiamat software has shown to be capable to support distributed and local FTA studies, as well non-FTA studies.

大型组织通常将其研发(R&D)分散在世界各地,阻碍了在进行面向未来的技术分析(FTA)研究时的协调工作。FTA在R&;D规划,特别是研究优先级。因此,我们为地理分布广泛的大型组织开发了一个FTA框架,名为Tiamat。Tiamat框架由一个简化的组织模型和一个FTA过程组成,前者侧重于FTA期间的内部和外部互动,后者指示决策者在组织提交FTA最终报告之前所需执行的步骤。基于Tiamat框架,我们开发了Tiamat软件,这是一个模块化工具,使用FTA方法的工作流概念实现通用FTA。因此,我们描述了Tiamat软件的架构和协作方面。将Tiamat框架(即模型和过程)和Tiamat软件应用于实际情况,以评估其FTA支持能力。此外,我们展示了Tiamat软件的非FTA使用,以展示其灵活性。在这些贡献中,我们强调了Tiamat框架在基于工作流概念的标准化FTA流程管理中的使用。该框架很容易适应许多类型的组织,如企业、大学和公共机构,无论是民用还是军用。Tiamat软件已被证明能够支持分布式和本地FTA研究,以及非FTA研究。
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引用次数: 5
Robust action and scenarios: A rejoinder 健壮的行动和场景:一个反驳
Pub Date : 2022-03-22 DOI: 10.1002/ffo2.128
Nicholas J. Rowland, Matthew J. Spaniol

This article is a rejoinder in response to commentaries written about a 25-year retrospective on Kees van der Heijden's seminal text Scenarios: The Art of Strategic Conversation. As a means to explore the commentaries and—without irony—bring them into conversation with one another, this piece engages in a thought experiment about the impact of Scenarios as well as the book's author through the sociologically informed notion of robust action from traditional thinking about social embeddedness.

这篇文章是对Kees van der Heijden的开创性文本《情景:战略对话的艺术》25年回顾的评论的回应。作为一种探索评论的方式——不带讽刺意味地——将他们带入彼此的对话中,这篇文章通过对社会嵌入性的传统思考中强健行动的社会学知识概念,参与了一个关于情景影响的思想实验,以及这本书的作者。
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引用次数: 0
Point, interval, and density forecasts: Differences in bias, judgment noise, and overall accuracy 点、区间和密度预测:偏差、判断噪声和总体准确性的差异
Pub Date : 2022-02-21 DOI: 10.1002/ffo2.124
Xiaoxiao Niu, N. Harvey
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引用次数: 0
The conversation is great, but we need to talk more about theory, emotions, and ‘gut’ feelings: Commentary on Rowland and Spaniol (2021) 对话很棒,但我们需要更多地谈论理论、情感和“直觉”感受。——《罗兰与西班牙人》评注(2021)
Pub Date : 2022-02-07 DOI: 10.1002/ffo2.123
Gerard P. Hodgkinson

Kees van der Heijden's Scenarios: The Art of Strategic Conversation has assuredly earned a place as a true classic in the reflective-practitioner literature pertaining to futures and foresight science. Rowland and Spaniol's (2021) extensive review of it, a quarter of a century after its initial publication, demonstrates in abundance why it has risen so deservedly to this stature. Their review documents the many powerful features of the book, skillfully interweaving scholarly and practitioner insights. Rowland and Spaniol draw on their detailed knowledge of the relevant scientific and professional literatures, combining them with the results of a series of interviews undertaken with a number of van der Heijden's “colleagues, coworkers, collaborators, students, and friends” (Rowland & Spaniol, 2021, p. 1), who they invited to offer their reflections on the first (van der Heijden, 1996) and second (van der Heijden, 2005) editions of the book. The list of colleagues they interviewed includes some of the field's most prominent scientist-practitioners. The result is an article that sets out the many achievements of a book that has contributed to the betterment of academia and practice alike, locating them in the evolutionary context of both the literature and some of the major world events that have preoccupied many of its users.

I first became aware of this book shortly before its formal publication in 1996. My colleague George Wright and I were engaged in a consulting project with the leadership team of an organization that was struggling in its efforts to break free from its (then) current strategy. It was immediately apparent that the strategic conversation in the organization concerned had become rather stale, and the process tools and insights of Scenarios: The Art of Strategic Conversation were exactly the sorts of tools and insights that would enable us to help rejuvenate it. George and I were fortunate to have in our possession a preprint of the entire manuscript, and, with Kees van der Heijden's permission, we were able to make full use of its contents. In so doing, as so neatly encapsulated in the narrative crafted by Rowland and Spaniol (2021, p. 2), drawing in turn on the preface of van der Heijden (1996), our overriding aim was to enable the leadership team:

‘…to articulate, fully and unambiguously, their organization's unique “business idea” from their perspective and based entirely on their internal, working vocabulary. By “reperceiving” their organization through painstaking interviews, analysis, reflection, presentations, and more,” [we sought to enable] members of the client organization… [to be] better able to see their situation and themselves “in a new light” (x). And, from this “unique insight,”… [have] “the opportunity to create… distinctiveness” in their “unique offering,” and, thus, gain “competitive advantage.”’

<
Kees van der Heijden的《情景:战略对话的艺术》无疑在与期货和预见性科学相关的反思实践性文献中赢得了真正的经典地位。罗兰和斯班诺尔(2021年)在它首次出版25年后对它进行了广泛的回顾,充分说明了为什么它能够如此当之无愧地上升到这个高度。他们的评论记录了这本书的许多强有力的特点,巧妙地将学术和实践的见解交织在一起。罗兰和西班牙人利用他们对相关科学和专业文献的详细了解,将其与与范德海登的“同事、同事、合作者、学生和朋友”进行的一系列访谈结果相结合(罗兰&;西班牙人,2021年,第1页),他们邀请他提供他们对这本书的第一版(van der Heijden, 1996年)和第二版(van der Heijden, 2005年)的看法。他们采访的同事名单包括该领域一些最杰出的科学家实践者。结果是一篇文章,列出了这本书的许多成就,这些成就对学术界和实践的改善都做出了贡献,并将它们定位在文学和一些主要世界事件的进化背景中,这些事件让许多读者都很关注。我第一次知道这本书是在1996年它正式出版前不久。我和同事乔治·赖特(George Wright)参与了一个咨询项目,咨询的对象是一家组织的领导团队,该组织正在努力摆脱(当时)当前的战略。很明显,相关组织中的战略对话已经变得相当陈旧,而过程工具和《情景:战略对话的艺术》的见解正是能够使我们帮助它恢复活力的工具和见解的种类。乔治和我很幸运地拥有整个手稿的预印本,在基斯·范德海登的许可下,我们能够充分利用其中的内容。在这样做的过程中,正如Rowland和西班牙人(2021,第2页)精心制作的叙述所简洁概括的那样,反过来借鉴了van der Heijden(1996)的序言,我们的首要目标是使领导团队能够:“……从他们的角度,完全基于他们内部的工作词汇,充分而明确地表达出他们组织独特的‘商业理念’。”通过艰苦的访谈、分析、反思、演示等“重新感知”他们的组织,“我们试图使”客户组织的成员……能够更好地“以新的眼光”看待他们的处境和他们自己(x)。并且,从这种“独特的洞察力”中……[有]“机会创造”他们“独特的产品”,从而获得“竞争优势”。“Rowland和西班牙人(2021)总结的观察结果涉及商业理念的潜力,杰出人物在必要时刻重构对话中的关键作用,只关注少数场景的可取性,以及场景的主要目的是实现战略对话,使参与者的心理模型保持一致,从而实现共享意识和行动。正是我们被van der Heijden(1996)卷所吸引的原因。由于所有这些原因,我们决定采用它作为我们工作的基本指南。随后,它不仅在我正在进行的研究和咨询实践中发挥了重要作用,而且在我向专业硕士和MBA学生教授战略管理行为基础以及在我的高管发展课程中发挥了重要作用。在解释了Rowland和西班牙人(2021)的评论文章所强调的《情景:战略对话的艺术》的各种优势如何与我自己阅读和使用这本书产生共鸣之后,为了平衡起见,在这篇简短评论的剩余部分,我想就他们提出的一些更重要的观察提供一些简短的思考。特别是,我想提出两个相互关联的观点,关于:(1)需要对情景实践的理论化有更大的认识和贡献;(2)尤其需要加深对情感和直觉的作用的理解,并解决如何更好地利用它们的实际问题。就像罗兰和西班牙人(2021)一样,Kees van der Heijden对科学理论的觉醒,以及他似乎不愿更深入地参与基于场景的实践的理论化,让我很感兴趣。从业者更普遍地不愿意参与科学理论(和科学方法),这是一个在未来和展望领域持续关注的问题(有关这些问题的更广泛讨论,请参阅Fergnani &Chermack, 2021a, 2021b和随附的评论)。 最终的结果肯定是对情景技术的哪些特定特征最有效、在什么特定情况下以及出于什么特定原因的理解的重大缺陷(另见Healey &哈吉金森,2008;哈吉金森,Healey, 2008, 2018;舒梅克,1993)。考虑到Kees的广泛和高度成功的实践经验,很自然地,Kees想要优先记录和编纂他的许多第一手成就和他的同事的成就,而不是寻求满足匿名同行审稿人的要求。然而,这样做是以更完整地解释支撑这些成就的生成机制为代价的,肯定会失去推动实现战略对话的艺术和科学的机会,实际上,提高未来和远见领域的学术地位(参见Fergnani &Chermack, 2021a, 2021b;哈吉金森,2021)。当然,场景技巧的熟练实践者必须表现出巧妙的独创性,以适应盛行的行为动力学,这种艺术需要行为和社会科学的理论见解。幸运的是,在《情景:战略对话的艺术》(Kees van der Heijden的许多其他出版物中)中有如此丰富的创意,许多学术研究人员广泛地研究了他的作品,Rowland和西班牙人(2021)调查的文献数量令人印象深刻。尽管如此,我始终不变的感觉是,如果Kees坚持——而不是对——正式的同行评审过程感到灰心丧气,那么与基于场景的技术相关的理论、研究和实践就会更加丰富,进展也会更快、更顺利。在《战略对话的艺术》这本书中,Kees只是顺带提到了情感和直觉作为情景过程和结果的主要决定因素的重要性。20年前,当乔治·赖特(George Wright)和我反思我们在一家深陷困境的组织内推动一系列情景规划研讨会的努力时,解决这一根本限制的必要性突显出来。赖特,2002)。我们与我们签订了明确的服务合同,目的是在她的高级领导团队中就她当时领导的组织的中长期战略方向进行建设性的辩论,但很快就发现,这位首席执行官既不愿意也不能有意义地参与到她与我们共同发起和设计的流程中来。正如Hodgkinson和Wright(2002)所记载的那样,这个案例突出了反思实践者文献中关于如何有效管理随之而来的功能失调的社会情绪过程动态的主要差距,当研讨会参与者意识到没有现成的可接受的解决方案来应对普遍存在的不确定性时,这种动态会迅速升级。在强调了管理和组织生活中情感方面的效力之后,《情景:战略对话的艺术》与Kees随后的出版物(例如van der Heijden et al., 2002)一样,在如何解决这一问题上保持了惊人的沉默。霍奇金森和赖特(2002)的案例提供了一个极端的例子,说明当场景过程开始揭示出另一种框架和深刻的新见解,以至于威胁到他们的基本自我意识时,拥有既得利益的强大行动者会走多远。相比之下,Rowland和西班牙人(2021)将注意力集中在正式和非正式组织结构的重要区别上,在组织理论和设计文献中进行了广泛的讨论。在他们对Kees van der Heijden的《情景:战略对话的艺术》的反思中,几乎完全没有提到显性/正式知识和隐性/非正式知识之间同样重要的区别,以及无意识认知情感过程的作用,这些过程从根本上推动了情景思维和战略对话的许多方面(Healey &哈吉金森,2017;哈吉金森,希利,2011)。我发现非常奇怪的是,从理论上讲,在van der Heijden(1996,2005)的书和受其启发的许多作品中,非正式的这一方面同样缺乏,例如,在这些作品中,情绪的作用虽然很容易得到承认,但却被提及得太短暂了。即使是van der Heijden(1996)卷的
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引用次数: 1
Commentary on " Selecting futures: The role of conviction, narratives, ambivalence, and constructive doubt" by mark Fenton‐O'Creevy and David Tuckett 对mark Fenton - O'Creevy和David Tuckett的《选择未来:信念、叙事、矛盾心理和建设性怀疑的作用》的评论
Pub Date : 2022-02-03 DOI: 10.1002/ffo2.122
J. Kay
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引用次数: 0
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FUTURES & FORESIGHT SCIENCE
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