Management, strategy, and foresight compared

This post distinguishes management, strategic planning and foresight. It suggests how the “long view” and global perspective of futurists, which is at the core of foresight, also benefits management and strategic planning.

Here are some definitions:

  • Management—design and orchestration of processes to maintain an organization’s operations and achieve its defined objectives. Near-term, generally focused on the present, and centered on the organization and its current operating environment.
  • Strategic planning—identifying and prioritizing goals and objectives for an organization’s near-term future, generally 3 to 5 years. Focused on the existing organization, it considers, or should consider, external environment impacts and change.
  • Foresight—long-range exploration of change, generally 10 years plus, and interpretation of possible futures for their organizational implications. It takes a broad, often global/contextual view of external forces shaping the future, and looks deep into the future to identify unmet challenges and emerging opportunities.

Managers are understandably focused on the present and on day-to-day management. The best are fine-tuning their processes and systems as they run. Others are playing catch up, implementing changes to put things right and catch up to existing demands. In either case, the work they are doing is management

Managers have an instinctive action mindset. Their framing is on the organization and its sector and marketplace. That close-focus holds thinking in organizations in the present and the near at hand. It constrains exploration of more impactful change. The risk is an organization with blinders on, one that engages in a steady pattern of fire, ready, aim

Strategic planning arises from this close-focus and near-term context. It works inside the habits of business managers, and usually falls short of engaging long-term thinking about new challenges and possibilities.

The solution is to separate execution from exploration. True leadership means pressing for a long view to discover more potential change and opportunity even as they maintain operations. With that stretch thinking comes a promise to “bring it home to today” which reassures stakeholders that the exploration is relevant and valuable.

 

8 things leaders should know about strategic foresight

Today’s leaders are pressed to focus on strategic foresight and many are responding. But it’s not always clear what strategic foresight means. What do leaders need to know?

  1. It has to be long term. For true clarity on your future, you need a view that goes at least five or ten years out. You need to see past immediate concerns and explore and envision real change. See: The short-term view and the long-term view
  2. There are no “answers.” The future is uncertain, with a range of potential outcomes. So strategic foresight doesn’t mean prediction, it means clarifying patterns of change and modeling potential outcomes and choices. See: Foresight illustrated: The mother of all futures diagrams
  3. You have to look beyond your usual domain. New challenges and undiscovered opportunities will often come from outside your sector or market. See: All futures are global
  4. You need to reach beyond the low-hanging fruit. The actions you can take now to fix things and keep going are obvious, whether or not you are able to accomplish them. They are the low-hanging fruit. Addressing bigger challenges and opportunities, and forging a successful future, means reaching beyond the low-hanging fruit to bigger systems that will need to change. See: Making change beyond the low-hanging fruit
  5. The foresight process itself is valuable. Wider participation in the processes of strategic foresight strengthens organizational foresight, agility, and learning. You need others’ inputs, and you need others to be a part of innovation and decisionmaking. And everyone benefits from the time spent learning, exploring, and imagining. See: Noun=bad, verb=good and Planning, scanning, forecasting—it’s the verb not the noun
  6. You must confront unpleasant truths, not just hopes and dreams. That means “what ifs” that include catastrophic or transformational change. From those scenarios can come fresh thinking about a positive path forward. See: The unspoken scenario
  7. Success means forging a culture of foresight. Strategic foresight can’t be a once-in-a-while activity. Organizational habits of mind and action should stand on a base of clear and regular thinking about the future. See: What is a foresight culture? and The characteristics of a foresightful organization
  8. The future is yours to shape. Finally, the future is not inevitable. You can and must shape it yourself. Don’t wait for it to happen to you. See: Don’t be a victim of change

My work is all about helping leaders do these things. Let me know if I can shed more light on this, or help you kick your efforts up to a new level. Jbmahaffie@leadingfuturists.biz and 202-271-0444 More about my work is at www.leadingfuturists.biz.

Inhibitors of foresight: Measurement and its pitfalls

“Not everything that counts can be counted and not everything that can be counted counts.”   –William Bruce Cameron, sociologist (often attributed to Einstein)

We put a lot on measurement. We say, “what gets measured gets done.” What we can measure takes priority over the subjective and unmeasured.

We expect proof of progress that we can measure. Numbers that we can report or publish prove success. Statistical reports and year-on-year comparisons dominate leadership meetings.

But measurement weakens or fails when we’re dealing with the future. The future does not exist. There is no data. There is nothing we can touch or feel or measure.

Consider:

1. You can’t measure something that hasn’t happened
The results of a policy, program change, or new business model unfold over time. Any measurable outcome is in the future. We need to start the change process now, ahead of any chance at measured assessment. Yet often managers look for immediate quantitative evidence of success.

EXAMPLE: RotoRooter placed radio ads in my city in the 1970s. Then I didn’t hear any ads for 20+ years. But they had planted an idea (and a jingle) in my head that I used thirty years later when I had a blocked drain. RotoRooter could not have measured that payoff of the ads in the 1970s.

2. New or emerging things are hard to measure and our traditional measurement tools don’t fit
New things need new measures. But we don’t always know what those should be. Or, we may think the measurement tools we have fit when they don’t. Our measurement can give results that lead to wrong assessments and decisions.

EXAMPLE: When a consumer sees a promotional Instagram post, some kind of brand message has gotten across. But such social media marketing is new. What’s the value of that Instagram post to the brand owner? Is it the equal of a TV or print ad? We have numerical measurement tools for those: circulation, impressions, and reach. Do those work for social media messages? We don’t know enough to say. But instinct tells us to use the social media anyway. Our instinct is surely right.

3. We can’t measure some things that matter
Some of the most interesting changes in society and commerce are those that are hard or impossible to measure. Social phenomena, psychic outcomes, and culture and behavior change don’t fit our measurement tools.

EXAMPLE: In education, we don’t know all the payoffs from experiential learning, from collaboration, or from the application of new technology. Common standardized testing doesn’t directly assess those programs. The intellectual outcomes for a child won’t be clear or measured until years later. But mandated standardized testing has to correlate specific parts of curricula to measured assessments, today.

What to do about this

In strategic conversation, consider changes that you won’t be able to assess quantitatively. Allow strategic action that has weak or no measures. Get beyond the tyranny of measurement. To do otherwise is to hamstring organizations and limit positive change.

Image: G. Combe, Elements of Phrenology, 1824, via Wikimedia Commons.

Foresight is like fitness

Fitness Studio Fitness Studio Training DumbbellsForesight is work you do to get ready for the future. What will come at you? How ready are you to respond?

Most of what you will have to respond to is out in the unknown space that is your future. But you can prepare for the things you’ll do, though less often the exact things you’ll do. You need general foresight fitness.

Consider the gym-goer. She works out, building strength, flexibility, endurance, and agility. Her goal? Being ready for things she wants to do, and for life itself. She wants to be stronger, more flexible, and to feel good. Then she is better prepared for what life will throw at her. Daily life gives her physical challenges. And she may choose and reach for other challenges. Going in strong, flexible, agile, and with greater endurance makes everything else better.

Fitness as a metaphor for foresight
Fitness goal Foresight goal
Build strength Be more positive, prepared, and intentional about change
Gain endurance Grow the sustainability of your organization. Make it one capable of surviving and mastering change without spending or wearing itself out
Increase flexibility Improve speed to action and readiness to maneuver
Develop agility Become more practiced at responding to change

 

Foresight does this. Here’s how:

Exploring the future means exercising our minds—by exploring “what ifs.” We practice thinking about our response to change. We get stronger at anticipating future change, but also responding to it as it happens.

As with the gym, you can look at general training. Strength training and cardio, for example, give you general fitness. Exploring the future landscape 10 years out gives you strength as you face uncertainty. You can tailor efforts to specific needs. A baseball player works on the power with the bat by using a cable machine to simulate a baseball swing.

You can do something like this with foresight. Scenarios for your sector or a new technology let you prepare for responses to specific challenges and opportunities. 

So what about measurement? The gym analogy weakens. Yes, you can measure muscle and endurance with weights and times. But there isn’t a clear parallel for that in foresight. We don’t count trends gathered, for example, to measure the success of foresight.

But fitness has evolved far from “how much can you bench?” Fitness pros understand what matters is overall fitness, not some “look at me” measure of strength. Old gym rats are still measuring themselves on how much they can bench press or the circumference of their biceps. But modern-day fitness is about broad and holistic good health.

So is foresight. So get fit and stay fit, and you’ll enjoy a healthier future.

I'd love to help you learn more about how to do this. Call/email: 202-271-0444 and jbmahaffie@leadingfuturists.biz

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