Critical Factors Influencing The Selection of Foresight Methods PDF Print E-mail

BY Rafael Popper
PREST, Manchester Institute of Innovation Research,
MBS, University of Manchester, United Kingdom
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This paper is based on – and slightly updates – the “How are foresight methods selected?” publication (Popper, 2008). The original paper was published in the foresight journal and in 2009 was chosen as an Outstanding Paper Award Winner at the Literati Network Awards for Excellence. The paper uses key outputs of the European Foresight Platform (EFP) 1 activities – especially the Mapping Foresight report (Popper, 2009)2 – and a sister initiative carried out in Spanish by the SELF-RULE network 3. After four years of systematically researching nearly 2,000 foresight exercises from around the world, these monitoring activities have built up databases4 of case studies that offer tremendous potential to better understand global foresight practices. This research process, here and after referred to as mapping, has consisted of four major activities:

  • In the first instance, foresight studies were identified by dedicated network partners, who continuously searched the Internet, public reports, etc. In addition, national correspondents were mobilised and invited to suggest studies on an annual basis.
  • The second activity was the actual mapping or data entry, using a set of indicators to capture the different elements of a foresight process (e.g. methods, country or world region, territorial scale, time horizon and type of sponsorship, among others). From the almost 2,000 cases identified, about half have been fully mapped against the majority of indicators.
  • The third activity was the quality control of the data. This task involved sending automated emails with a direct link to the database so that national correspondents could update and improve the quality of mapped cases. This approach had mixed results, so that some exercises are much better mapped than others.
  • Finally, the fourth activity involved processing, experimentation and analysis of the data set. These analyses have been used to prepare
    annual mapping reports (ibid.) which have been openly shared with the foresight community and have set the basis for the questions and hypotheses addressed in this article.





HIGHLIGHTS


Objective – This publication deals with a challenging topic, which in both academic and professional literatures have been widely discussed but mainly from one single angle, that is, how to select foresight methods? From that point of view researchers and consultants promote (even if unintentionally) the use of particular methods. Here the question of selection is raised from a different perspective: how are foresight methods selected?


Scope – The guiding ‘theory’ is that a better understanding of the fundamental attributes of foresight methods and their linkages to the core phases of a foresight process, together with the identification of possible patterns in the selection of methods, will provide useful insights as to how the selection of methods is carried out.


Results – So far the selection of foresight methods has been dominated by the intuition, insight, impulsiveness and – sometimes – inexperience or irresponsibility of practitioners and organisers. This paper reveals that the selection of foresight methods (even if not always coherent or systematic) is a multi-factor process, and needs to be considered as such.


Potential uses – The results can be utilised by lecturers and students to better describe and understand foresight methods use, and by organisers of foresight (including practitioners) to better inform decisions during the design of (hopefully) more coherent methodological frameworks.


Main contributions – The paper combines practical concepts and frameworks (such as the SMART Foresight Process and the Foresight Diamond) with innovative analyses to better represent and visualise the combination of methods in 886 case studies, e.g. introducing the Methods Combination Matrix (MCM) to examine the dynamics of methods mix.


Key terms: Research methods, Design, Forward planning, Strategic planning, Creative Thinking,
Decision making, SNA


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