Chapter 5. The Do Loop – The Eight Skills of Adaptive Foresight

Skill 4. Strategy (Decisive and “re-convergent” thinking).

As we will see at the end of this chapter, executing adaptive strategy (Skills 4 and 5) is the heart of the Do loop. Doing these two skills well is most centrally what we want foresight to help us do. But in a complex and evo devo world, it takes a lot to stay adaptive. We’ve discussed thirteen specialty practices so far, activities that get us to the point of making good strategy, and now we’ll look at two more, for creating strategy itself.

The first specialty we will address in the strategy skill is Analysis & Decision Support. This set of specialties helps us generates and compares a variety of future action options for the organization, using some explicit criteria. One of the more technical versions of this, used commonly by big companies like Boeing and GE, is real options analysis, which they use prior to making big financial commitments.

Strategic analysis is used to make assumptions about how a system works, break the system into conceptual parts, and do systems thinking about or model how those parts interact, and their relevance to organizational objectives. There are a vast range of analytical methods and communities applicable to strategy, including those from business, economics, engineering, computing, politics, intelligence, and others.

The Institute for Operations Research and the Mgmt Sciences (INFORMS) is a leading practitioner community for operations research, a technical and quantitative approach to process optimization. This specialty is called operations research in engineering, and is known in business as management science, and thus OR/MS is its general label. For problems that can be well defined, which are only a subset of problems, OR/MS and other optimization methods can get us to the “right” strategy, at least for the chosen objectives of the firm. But whether those objectives are the best ones for a particular firm in a particular context is always an intuitive bet on the part of the leaders, and will ultimately be determined by the selective environment. Thus while this field can give us precise and technical answers, the effectiveness of those answers is another question entirely. We must be careful not to use technical approaches to the exclusion of others, in any strategic decision.

Decision support, is another general term for methods and technologies that help the firm make choices among known options. It is very similar to strategic analysis, but more focused on how strategy and other processes help us do better decisionmaking. It seems smaller and less developed than analysis. The European Working Group on Decision Support Systems (EWG-DSS), and their conference, Decision Support System Technology, are a useful place to get help with decision modeling and the use of technology for better decisionmaking.

Again the ultimate goal for any firm is to have a continually adaptive strategy and execution, even as environmental conditions constantly change. Most business problems, being complex or poorly structured and defined, have no obvious “right” answer. It is with those problems where experience, cognitive diversity, and good use of the Eight Skills can really help the firm adapt.

The Vision/Goals/Strategy & Planning specialty begins with activities like Values determination and Visioning (preference-driven, aspirational thinking that results in envisioned future states, and leadership commitment to those visions). Some foresight consultancies, like the Institute for Alternative Futures, have become well known for aspirational (vision- and values-driven) strategy work. The best goalsetting work I know is called Objectives and Key Results (OKRs). It is a largely bottom-up, transparent, employee-engaged goalsetting and results measuring method, pioneered by Intel in the 1970s, and refined by Google and in the 1990s and 2000s. For details on how to use OKRs in small and large companies, see Google’s tutorials on OKRs, and John Doerr’s excellent Measure What Matters (2018). They are a combination of top-down and bottom-up visioning, goalsetting, and strategy development, with the “what” (objectives, goals) often being management led, and the “how” (key results to be measured) often being employee led. OKRs should be revised regularly, and when the culture takes them seriously, as Intel and Google do, you can often get very large companies to change rapidly, as strategies are tied to measurable results, with quarterly, monthly, weekly, or daily feedback, depending on the result.

When comparing visions to scenarios, IAF president Clement Bezold likes to say “Visions are futures for the heart; scenarios are futures for the head.” Finding the noble, motivating vision can be incredibly energizing for the team, as we’ve seen in many a startup and independent business unit. Think of the Bandley III, the Macintosh unit, under Steve Jobs at Apple in 1983. Scenarios, by contrast, immerse the client in options. One or scenarios more may be preferred, and it can be motivating to experience such a scenario. But visions are more specific than preferred scenarios, and they are intended to lead directly to action enablers like SMART goals and OKRs.

Steiber (2014)

Steiber (2014)

Strategy also includes Framing (determining the scope, depth, and methods of strategy and foresight work), an activity further discussed in Thinking About the Future (2013). Next, strategy work involves Prioritization and Goalsetting (for example, using SMART goal criteria). Determining the firm’s objectives and key results (OKRs, measurable goals) with broad stakeholder engagement is one of the most difficult yet empowering activities in strategic management. Google uses OKRs extensively to manage their strategic innovation initiatives. Steiber’s The Google Model (2014) is great new book providing details on their process.

Bradford & Duncan (2000)

Bradford & Duncan (2000)

For a great article describing how executives learn strategic thinking over their career, in a process of psychological development, or fail to learn it, see Ellen Goldman’s Strategic Thinking at the Top (free), MIT Sloan Management Review, Summer 2007. For an excellent history of strategy consulting, and how strategy is used in modern corporations, see Walter Kiechel’s Lords of Strategy (2010).

The Planning specialty in Strategy & Planning is often thought of as the last step before action, and the culmination of strategy and analysis. Whether simple or detailed, formal or informal, good plans help us to coordinate our resources and energies toward desired outcomes.  Strategic planning has been used since the 1960s by larger firms, but as Lou Gerstner says in his classic “Can strategic planning pay off?”, McKinsey Quarterly (1973), and Henry Mintzberg explains in The Rise and Fall of Strategic Planning (2000), it is very easy for a firm to over-plan, to use plans as a poor excuse for action, and to create plans that are not widely internalized or executed as written, even in the early steps. Bradford and Duncan’s Simplified Strategic Planning (2000) gives advice on how to avoid these traps with brief, fast, and continuous high-utility planning.

A firm’s plans may or may not involve broad foresight. Sometimes anticipation isn’t possible, and one instead needs strategic agility, moving as quickly as possible from strategy to action. We’ve previously mentioned several books helpful to that approach. At other times, when facing big bets and costly decision points, and when a little reflection time can be found prior to the decision, the level of ideation (alternative futures generation), anticipation and strategy in the plan can be critical. Did the team explore the most relevant probable and possible futures related to objectives as part of strategic planning? If not, the plan will be blind to the environment, and may have little long-term value.

Fitness Landscape (A fitness variable (e.g. preference, growth, profit) and a search space (strategic options)

Fitness Landscape (A fitness variable (e.g. preference, growth, profit) and a search space (strategic options)

In the Evo Devo model, a good practice guideline for Strategic Management is to learn the landscapes. The interactions of actors that are subject to both probable and convergent futures (development) and possible and divergent futures (evolution) can be roughly graphed as an adaptive landscape of constantly shifting peaks and valleys on any adaptive variables (e.g. efficiency, performance, preference, product features, growth, profit), as in the picture at right. Figuring out which variables matter the most is today an art. As Fleming and Sorenson note in Navigating the Technology Landscape of Innovation, MIT Sloan Management Review, winter 2003, leaders can often see only a little way out on their fitness landscapes from their current location (e.g. their current cost basis, product features, and price). Gaining a better view of all the possibilities available to them, and whether any would be more adaptive for the dominant goals and strategy presently being executed (e.g. growth, profitability, quality), requires careful market and technical research, followed by good ideation.

Even when quantitative graphs aren’t available to us, the landscape metaphor still helps us mentally visualize our strategy. At any point in time, some individuals, organizations, and markets will be adapting better than others (climbing adaptive peaks, on various landscapes), and some will be losing out (falling into valleys). The lay of the relevant landscapes at any time can always be used to guide our strategies. Leaders need to know what customers think of their products and policies relative to competitors (customer preference landscape), where they are in cash flow and sales momentum (financial landscape), which of their competitors are doing well and doing poorly (competitiveness landscape), and who their best potential allies are (strategic alliance landscape). For more on the latter, see Doz and Hamel’s Alliance Advantage, 1998.

If learning is foresight’s first and most fundamental skill, and strategy is the heart of foresight, and then learning the relevant landscapes is the heart of strategy. Every manager’s central goal is to adapt enough to survive, to keep successfully riding the tiger of change. Key to that survival is knowing where the peaks and valleys are on all the relevant landscapes, then developing good competitive and cooperative strategy, analysis, and plans to navigate the present, and capitalize on what your team can see around you.

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Table of Contents


Chapter 2. Personal Foresight – Becoming an Effective Self-Leader

Chapter 2: Personal Foresight

Becoming an Effective Self-Leader

Chapter 4. Models – Foundations for Organizational Foresight

Chapter 4: Models

Foundations for Organizational Foresight

Chapter 7. Acceleration – Guiding Our Extraordinary Future

Chapter 7: Acceleration

Guiding Our Extraordinary Future (In Process)

II. Global Progress: 5 Goals, 10 Values, Many Trends

Innovation: Our Abundant Future
Intelligence: Our Augmented Future
Interdependence: Our Civil Future
Immunity: Our Protected Future
Sustainability: Our Rebalanced Future

III. Universal Accelerating Change

Great Race to Inner Space: Our Surprising Future
Entropy&Information: We’re Running Down & Up
The Puzzle of Meaning: We Have No Einstein Yet
Trees, Funnels & Landscapes: Intro to Evo Devo
Big Picture Change: Five Scales of Accelerating ED
Transcension Hypothesis: Where Acceleratn Ends?
IDABDAK: Social Response to Accel & Developmnt
We’re On a Runaway Train: Being Accelaware

IV. Evo Devo and Exponential Foresight

Seeing It All: Accel., Diverg, Adapt, Convrg, Decel.
Natural (I4S) Innovation: The Evolutionary Drive
Natural (I4S) Intelligence: The Human-AI Partnership
Natural (I4S) Morality: Why Empathy and Ethics Rule
Natural (I4S) Security: Strength from Disruption
Natural (I4S) Sustainability: The Developmental Drive
S-Curves: Managing the Four Constituencies
Pain to Gain: Traversing the Three Kuznets Phases
Hype to Reality: Beyond Hype Cycles to Reality Checks
Exponentials Database: Measuring Accelerations
TINA Trends: Societal Evolutionary Development
Managing Change: STEEPCOP Events, Probs, Ideas
A Great Shift: A Survival to a Sentient Economy

V. Evo Devo and Exponential Activism

Building Protopias: Five Goals of Social Progress
Normative Foresight: Ten Values of Society
Top & STEEPCOP Acceleratns: Positive & Negative
Dystopias, Risks, and Failure States
Three Levels of Activism: People, Tech & Universe
A Great Opportunity: Exponential Empowerment


Chapter 8. Your Digital Self – The Human Face of the Coming Singularity

Chapter 8: Your Digital Self

The Human Face of the Coming Singularity (In Process)

I. Your Personal AI (PAI): Your Digital Self

Digital Society: Data, Mediation, and Agents
Personal AIs: Advancing the Five Goals
PAI Innovation: Abundance and Diversity
PAI Intelligence: Bio-Inspired AI
PAI Morality: Selection and Groupnets
PAI Security: Safe Learning Agents
PAI Sustainability: Science and Balance
The Human Face of the Coming Singularity

II. PAI Protopias & Dystopias in 8 Domains

1. Personal Agents: News, Ent., Education
2. Social Agents: Relat. and Social Justice
3. Political Agents :  Activism & Represent.
4. Economic Agents:  Retail, Finance, Entrep
5. Builder Agents :  Work, Innov. & Science
6. Environ. Agents : Pop. and Sustainability
7. Health Agents :  Health, Wellness, Death
8. Security Agents :  Def., Crime, Corrections

III. PAI Activism & Exponential Empowerment

Next Government: PAIs, Groupnets, Democ.
Next Economy: Creat. Destr. & Basic Income
Next Society: PAI Ent., Mortality & Uploading
What Will Your PAI Contribution Be?

Chapter 10. Startup Ideas – Great Product & Service Challenges for Entrepreneurs

Chapter 10: Startup Ideas

Great Product and Service Challenges for Entrepreneurs (In Process)

I. 4U’s Idea Hub: Building Better Futures

Air Deliveries and Air Taxis: Finally Solving Urban Gridlock
Ballistic Shields and Gun Control: Protecting Us All from Lone Shooters
Bioinspiration Wiki: Biomimetics and Bio-Inspired Design
Brain Preservation Services: Memory and Mortality Redefined
Carcams: Document Thieves, Bad Driving, and Bad Behavior
Competition in Govt Services: Less Corruption, More Innovation
Computer Adaptive Education (CAE): Better Learning and Training
Conversational Deep Learning Devsuites: Millions of AI Coders
Digital Tables: Telepresence, Games, Entertainment & Education
Dynaships: Sustainable Low-Speed Cargo Shipping
Electromagnetic Suspension: Nausea-Free Working & Reading in Cars
Epigenetic Health Tests: Cellular Aging, Bad Diet, Body Abuse Feedback
Fireline Explosives and Ember Drones: Next-Gen Fire Control
Global English: Empowering the Next Generation of Global Youth
Greenbots: Drone Seeders and Robotic Waterers for Mass Regreening
High-Density Housing and Zoning: Making Our Cities Affordable Again
Highway Enclosures and Trail Networks: Green and Quiet Urban Space
Inflatable Packaging: Faster and Greener Shipping and Returns
Internet of Families: Connecting People Over Things
Kidcams: Next-Gen Security for Child Safety and Empowerment
Kidpods: Indoor & Outdoor Parent-Assistive Toyboxes
Microdesalination: Democratizing Sustainable Fresh Water Production
Noise Monitors: Documenting and Reducing Noise Pollution
Oceanside Baths: Sustainable Year Round Beach Enjoyment
Open Blood Scanners: DIY Citizen Health Care Sensor Tech
Open Streaming Radio: User-Centered Audio Creation and Rating
Open Streaming Video: User-Centered Video Creation and Rating
Open Values Filters: Social Rankers, Arg. Mappers, and Consensus Finders
Personal AIs: Your Private Advisor, Activist, and Interface to the World
Pet Empowerment: Next-Gen Rights and Abilities for Our Domestic Animals
Safe Closets: Fire-, Earthquake-, and Intruder-Proof Retreat Spaces
Safe Cars: Reducing Our Insane 1.3M Annual Auto Deaths Today
Safe Motorcycles: Lane Splitting in Gridlock Without Risk of Death
Shared Value Insurance: User-Centered Risk Reduction Services
Sleeperbuses and Microhotels: Demonetized Intercity Travel
Space-Based Solar Power: Stratellite Powering and Weather Management
Stratellites: Next-Gen Urban Broadband, Transparency, and Security
Touch DNA: Next-Gen Home Security and Crime Deterrence
View Towers: Improving Urban Walkability, Inspiration, and Community

Chapter 11. Evo Devo Foresight – Unpredictable and Predictable Futures

Chapter 11: Evo Devo Foresight

Unpredictable and Predictable Futures

Appendix 1. Peer Advice – Building a Successful Foresight Practice