Scenario Planning Tools
Scenario Planning Tools
Scenario Planning Tools
Toolkit
The toolkit was developed for the Department for Transport by Waverley Management
Consultants.
Although this report was commissioned by the Department for Transport, the findings and recommendations
are those of the authors and do not necessarily represent the views of the DfT.
Scenario Planning
Toolkit
Contents
Toolkit
Health impacts........................................................................................................47
Toolkit Introduction
Making choices of this type is not always straightforward. In a world of rapid change and
increasing uncertainty, it can be difficult to know what the right choices are and different
stakeholders may have different priorities and ideas about what is desirable or
necessary and may not have a shared view of how the future will develop.
To help clarify some of these long term issues and to provide a context to support
decision making, the IIS project produced four possible scenarios that explore
uncertainties about the future of intelligent infrastructure systems: future scientific
capabilities, technological developments, the role of business and Government and
social attitudes. The scenarios are not an attempt to predict what will happen or to
suggest what the preferred future might be; they are stories which suggest various
possible, even extreme, outcomes. They are designed to stimulate thought, to spell out
some of the opportunities and threats we might face in the future and to inform today’s
decisions. The full details of the scenarios can be used to judge the risks and
opportunities of policy relating to the future management of intelligent infrastructure.
The purpose of this toolkit is to provide policymakers and other stakeholders with the
resources they need to explore the scenarios and use them to support their own decision
making.
1
Foresight is part of the DTI’s Office of Science and Innovation
2
The full report can be found on Foresight’s website
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Scenario Planning
Toolkit Introduction
scenario and futures processes - ranging from 75 minute meetings to day long
workshops – that may help general strategic discussions.
The technique sheets are designed to be accessible to those with little experience of
facilitation. They are not meant to be prescriptive, but to help get things started - and
experienced facilitators may wish to customise or develop them in light of their own
knowledge and experience. Although the toolkit is based on the IIS scenarios all the
workshop material can be used with any set of scenarios.
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Scenario Planning
Toolkit
Introduction
Many organisations plan for the future – or, at least, for a future that they believe or hope
will happen. Often, this future is based on ‘best’ or ‘worst’ case projections of current
trends and bears an uncanny resemblance to the present. Consumers make similar
choices to the ones they make now, competitors offer similar products and services, and
the organisation itself does more or less the same things, with some minor changes of
emphasis that reflect the trends analysis.
This approach works best for organisations that operate in stable, predictable
environments – but most of today’s businesses, educational institutions and other public
sector organisations are facing greater uncertainty and experiencing more change than
ever before. They need an approach that helps them make sense of what is going on,
spot new trends and events that are likely to affect them in future, and, perhaps, make
significant changes to what they do and how they work.
Scenarios are a tool that organisations – and policy makers - can use to help them
imagine and manage the future more effectively. The scenario process highlights the
principal drivers of change and associated uncertainties facing organisations today and
explores how they might play out in the future. The result is a set of stories that offer
alternative views of what the future might look like.
Through discussion, organisations and policy makers can explore what they would do
differently in each scenario. They can identify success criteria, suggest new ways of
working and define new relationships. Generally, these differ in each scenario – and the
discussion can help participants build a shared understanding of how the increasingly
complex changes taking place in the world are likely to affect their activities.
The great strength of scenario planning is that it can be used to look at today’s challenge
from a different perspective. The process of identifying and examining how current
factors and trends might play out in the future helps participants focus on the likely
impact of those trends on their own organisation. Quite often, participants find that the
impacts are going to be bigger – or happen sooner – than they had previously realised.
Ultimately, organisations use scenario planning to help them anticipate, prepare for or
manage change. As Stephen Ladyman – UK Minister for Transport – said at the launch
of Foresight’s Intelligent Infrastructure Systems project in January 2006:
“We can either stumble into the future and hope it turns out alright or we can try and
shape it. To shape it, the first step is to work out what it might look like.”
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Scenario Planning
The UK Foresight programme, based in the Office of Science and Innovation, aims
to improve the relative performance of UK science and engineering and its use by
government and society. To achieve this the programme identifies potential
opportunities for the economy or society from new science and technologies, or
considers how future science and technologies could address key future
challenges for society.
Foresight runs a rolling programme of projects with three and four running at any
one time. A project is either a key issue where science can offer possible solutions
(e.g. flood and coastal defence), or an area of cutting edge science where the
potential applications and technologies have yet to be considered or articulated
more broadly (e.g. cognitive systems).
Projects usually last between 12 and 18 months. Futures techniques are used to
ensure current trends and currently known technologies are not simply projected
forward and scenarios are normally a core part of the process. The scenarios are
used to inform the recommendations for action by research funders, business,
Government or others to make the most of the potential of science and technology.
The National Intelligence Council (NIC) is a centre of strategic thinking within the
US Government which provides the President and senior policymakers with
analyses of foreign policy issues that have been reviewed and coordinated
throughout the Intelligence Community.
Mapping the Global Future, published in 2005, looks at how key global trends
might develop over the next decade and a half to influence world events. The
report contains large amounts of data and uses four scenarios - Davos World, Pax
Americana, A New Caliphate, and Cycle of Fear - to try to capture how key trends
might play out. The project process lasted about a year and NIC organized
conferences on five continents to solicit the views of foreign experts on the
prospects for their regions over the next 15 years. More than a thousand people
participated.
The project's primary goal is “to provide US policymakers with a view of how the
world developments could evolve, identifying opportunities and potentially negative
developments that might warrant policy action.”
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Scenario Planning
The Department for Trade and Industry has a dedicated futures facility –
futurefocus@dti – which develops and uses scenarios constantly.
Shell
Shell – the company who famously brought scenario planning into the business
environment - has been producing Global Scenarios for more than 30 years to
inform investment decisions about complex projects which are normally developed
and operated over several decades.
The Shell Global Scenarios to 2025, published in 2005, describe three scenarios –
Low Trust Globalisation, Open Doors and Flags - that examine the interplay
between three essential forces - market incentives, the force of community, and
coercion and regulation - and provide “a simple, unified context…to better
understand the various conditions under which we may have to operate in different
regions or in different circumstances.”
In his introduction to Shell Global Scenarios to 2025, Chief Executive Jeroen van
der Veer points out the imperative for Shell to use the scenarios to “gain deeper
insights into our global business environment and to achieve the cultural change
that is at the heart of our Group strategy. We face real challenges in the future, we
will all need to be able to respond to changing circumstances and make informed
and rigorous judgements about our decisions: these scenarios and methodology
will help us to do that better.”
Greater Pollok, located five miles southwest of the Glasgow city centre is primarily
residential, with a small economic base of several industrial and retail centres. It is
a young, friendly, and civic-minded area, with a rising population and a growing
range of service groups and community initiatives – but there are high levels of
unemployment as well as a high percentage of economically active aged people
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Scenario Planning
In 2005, the Board and senior management team of GPDC undertook a scenario
planning exercise to inform their long term strategic plan. The exercise – which
took five days – alerted them to a number of political and economic developments
which they had not noticed before. It allowed them to explore how their products
and services might need to change with changing economic circumstances and
has fed directly into the development of a new strategy for the company and for
Greater Pollok.
Change drivers are factors which are shaping the future contextual environment.
Some change drivers are highly visible now, but others are less so; and while it
may be possible to determine the effects of change drivers on the present and the
near future, it can be less easy to determine their effects in the medium to long
term.
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Scenario Planning
Typically at this stage, therefore, drivers are prioritised according to their future
importance to - or impact on - the policy area.
Once drivers have been prioritised, the next step is to consider how the important
ones might play out in the future. In some case, drivers will be predetermined
elements – that is, their outcome will be quite clear – and in other cases drivers will
have uncertain outcomes. It is important during this stage of the scenario process
to identify and characterise both types of outcome. For uncertain drivers, it is
essential at this stage to identify the nature of the uncertainty and the range of
possible outcomes. It is also important to explore the dynamic interplay between
drivers over time.
The critical output from this stage is a number of ‘axes of uncertainty’ which
describe the range of uncertainties for the future, together with the range of
possible outcomes. The uncertainties are used to define the scenario space and
to shape narrative production; predetermined elements define strategic issues that
need to be addressed across all the scenarios
The scenario matrix is a 2x2 schematic that defines the main parameters of the
scenarios. It is constructed by juxtaposing the two axes of uncertainty that reflect
the most important uncertainties, offer the most insight or provide the most
intriguing glimpse of the future.
Matrix construction is an art rather than a science and the final 2x2 is often
decided through negotiation, intuition and testing.
The scenario narratives are constructed within the logical framework provided by
the scenario matrix. The narratives draw on all the material in stages 1 and 2 and
also on wider research. The narratives can either describe ‘end states’ – what the
world looks like in the future, without any sense of how that future evolved – or
‘timelines’ – a description of how the future has evolved from the present day. The
narratives should present the perspectives of different stakeholders in order to
provide a sense of the different priorities and issues that exist in each future.
Further information
Further information on scenario planning and other futures techniques can be found in
DfT’s World of Futures paper, in Foresight’s strategic futures planning toolkit Suggestions
for Success and in the Strategy Survival Guide at the Prime Minister’s Strategy Unit.
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Scenario Planning
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Scenario Planning
Toolkit
Introduction
To help clarify some of the long term issues and to provide a context to support decision
making, the IIS project produced four possible scenarios that explore uncertainties about
the future of intelligent infrastructure systems: future scientific capabilities, technological
developments, the role of business and Government and social attitudes.
The scenarios are not an attempt to predict what will happen or to suggest what the
preferred future might be - they are stories which suggest various possible, even
extreme, outcomes. They are designed to stimulate thought, to spell out some of the
opportunities and threats we might face in the future and to inform today’s decisions.
The full details of the scenarios can be used to judge the risks and opportunities of policy
relating tot he future management of intelligent infrastructure.
integrated intelligent
infrastructure Resistant
to integrated intelligent High Impact Low impact
infrastructure describes social Transport Transport
At the other extreme, intelligent infrastructures are in place, but are not integrated.
Terrorism, viruses, identity theft and fear of disruption and instability mean that people
are mistrustful of intelligent systems. Economic uncertainties add to their risk aversion.
People rely on legacy infrastructure – or even bypass it where possible. Groups of
businesses, and the affluent, use private networks and services.
The horizontal axis High impact transport Low impact transport describes the
consequences of transport on the environment, economy and society. At one extreme,
high levels of carbon emissions, a continuing dependence on oil, and a significant waste
footprint all contribute to high environmental impact. Social impacts - noise levels, land
take and lower social and community cohesion - are prevalent. At the other extreme,
cleaner fuel technologies have reduced carbon emissions, the waste footprint has
shrunk and product longevity is emphasised because of resource constraints. The social
and community impact of faster transport, however, remains equivocal and segments of
the community may still be excluded because of uneven access to transport.
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Scenario Planning
The key elements of each scenario are described in the following section. Annex 1
provides a summary of all four scenarios which can be printed out for workshop
participants.
Perpetual Motion
A raft of ICT and intelligent transport developments throughout the 2010s and
2020s have helped to fuel the ‘always on’ society of the last fifty years. Intelligent
positioning systems, encryption technology, real-time tele-presencing and a shift
towards a low carbon economy have all played their part in driving the rampant
consumerism which shows few signs of abating.
Demand for travel and transport has remained strong in this ‘always on’ world –
transport is now well-connected, semi-automated and (mostly) friction-free.
However, with new technologies – which combine low or zero emissions with
energy “vectors” which ensure efficient energy capture and storage - ensuring that
environmental curbs on car use are unnecessary, traffic management remains a
critical problem. Motor manufacturers’ success in developing hydrogen-fuelled
vehicles has helped to meet the desire for more cars, but they are not cheap (and
neither are the sustainable housing developments which also utilise hydrogen
storage of energy). Use and benefit remains as polarised as it was at the end of
the 20th century.
Whilst technology has enabled some individuals to move out of the city centres –
away from the constant buzz of life – this has left some urban centres vulnerable.
Inhabited by the highly-stressed and affluent, but also those outside mainstream
society who survive largely by stealing, or as they put it, sharing, the identity of
others, they have seen a rise in criminal attacks and violent behaviour. Some
have moved to the “whitespaces”, the remote rural areas beyond the electronic
network, and preach the virtues of self-sufficiency.
As a society, we are richer than ever, more than twice as affluent as we were in
2005, and one consequence is that there are different attitudes to the value and
purpose of work among some. It is increasingly hard to fill jobs which involve
working anti-social hours. Even when migrants can be hired who have the
language skills needed in the service sector, they stay only for a few weeks or few
months before moving on. With fewer people needing the pay from such jobs, and
a growing realisation of the social costs of such work on family life and social
relationships, many service deliverers have been forced to put in place
sophisticated auto-delivery systems in order to continue to provide the levels of
service and frequency of delivery their customers have come to expect.
Urban Colonies
Four decades after the UK decided to put clean environmental practice at the heart
of economic and social policy, the country has been transformed. New housing
has been built within existing cities, on brownfield sites and through intelligent re-
development, rather than through new housing on city edges and beyond.
Planning rules have changed to ensure that all developments are mixed use.
One of the main aims of policy is to reduce energy consumption, and eliminate
waste. Transport is permitted if it is “clean and green”, but not otherwise. People
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Scenario Planning
Materially, fewer goods are consumed than in 2005, but more services. And
people also value possessions which will last more than they did then, not least
because the tax system has been fundamentally redesigned so that people are
taxed principally on the resources they use up, rather than the money they earn or
what they spend.
Globally, most economic value resides in “knowledge hubs”, which emphasises the
importance of attracting the best people to learn, and to work, in your city.
Competition between cities is about quality of life. In this respect, Europe has done
well, developing its cultural resources and social philosophies to create cities
which are envied everywhere. The judiciously applied migration policy, of free
movement within Europe, with a proportion of “investment visas” for those from
elsewhere, has helped to manage its ageing population while attracting the best
young talent from the countries of the South and East.
The story in rural areas is mixed. There is more agricultural work than there was in
the 20th century, and more people are employed on the land. But it is still poorly
paid, and few want to do the work. Rural areas also suffer from poorer
communications. Generally, it is expensive and inconvenient to live in the
countryside and work in the city, unless the regional government is one of the few
which has invested in light rail links. The ‘new landed gentry’, who have made
money in the city and moved out, are widely disliked. The rural poor remain poor
but not very happy.
Tribal Trading
It is two generations since the Great Disruption stripped the veneer away from
civilisation, and made us realise how thin it had been and how dependent we were
on cheap energy.
The world now is more local than it was and lifestyles have changed accordingly.
People still travel, but more slowly and not so far. Work is closer to the home;
indeed, in some places, living patterns have reverted to the pre-industrial, with the
home and the workplace being the same. People – certainly in Europe and the
United States – are colder and hungrier than they were 50 years ago. But more
appropriate building design has compensated for some of the cold, and diet is
better. Less energy means that there is more physical work to be done, so people
are fitter too.
Carbon emissions have contracted, mainly because far less energy is used than in
the later 20th century, although coal is burnt again for heat and some power at
least where it can be recovered.
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Scenario Planning
This is a world in which the ‘energy cost’ of everything, goods or services, has to
be paid for. People own less than they used to, and they repair more than they
used to. Waste is minimal, not out of ideological concern but simply because it is a
luxury; when things reach the end of their functional lives, they are re-used or re-
cycled. People also trade less than they used to; however, they do trade the things
they can’t make locally.
Localism also makes for diversity in political and economic systems, even if the
fizzing experimentalism of the second quarter of the century has diminished as
some local social systems have shown themselves to be more robust than others.
But the other side of this is the recurring local conflicts over resources. As the
population levels have settled these conflicts have become less intense, but those
communities blessed with good local energy sources and good agriculture are still
vulnerable, even if they are also the communities most able to afford the
manpower to defend their boundaries.
Good Intentions
After half a century of contention, the “road wars” which have dominated transport
policy since the early part of the century finally seem to be over. The largely
unrestricted personal mobility that people enjoyed in the early years of the century
is now a distant memory. A tough national surveillance system means that people
only travel if they have sufficient carbon quotas – and these are increasingly tightly
rationed. Traffic volumes have shrunk hugely, and will fall further as the carbon
ration continues to be reduced.
Regions and local authorities have followed the lead of their governments and run
local initiatives to reduce travel demand; and very few governments have opted out
of the international Contraction and Convergence Agreement to reduce global
emissions. Political and economic sanctions are imposed through the United
Nations on those rogue states which do not comply.
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Scenario Planning
The Carbon Clock is still ticking closer to doomsday, or so the scientists say.
CHASM, the organisation of Concerned Humanists, Artists and Scientists for
Mankind, sets it every year depending on the rate of change of damage to the
atmosphere. The parts per million are continuing to rise, ever closer to the critical
levels which could take us into uncharted and unpredictable climatic territory. At a
news conference in Paris, the organisation’s global chairman announces that the
clock has just ticked on to 2 minutes to midnight. The world of the cold war and
nuclear threat never felt as ominous as this…
Annex 2 contains a set of slides which provide an overview of the scenarios. The
scenarios appear in the report in a particular order – Perpetual Motion, Urban Colonies,
Tribal Trading and Good Intentions – and are generally presented in that order too. A
full set of slides is available from [email protected].
Annex 3 contains a set of slides that provide a broad description of scenarios and their
purpose and which can be useful during the introduction to a workshop.
1
2
Scenario Planning
Toolkit
Most Most Most Most Closest to Closest to Closest to the Closest to the
Plausible favourable favourable favourable now the future future your future
for citizens for for your you organisation government
business organisation personally is knowingly policy is
aspire to or knowingly or
unknowingly unknowingly
pursuing creating
Perpetual
Motion
Urban
Colonies
Tribal
Technique Trading
Good
Plausibility Intentions
matrix
Plausibility matrix
Purpose
To highlight strategic
choices or dilemmas
This is a good exercise for
i
and to identify the • getting groups talking to each other
‘official future’
• identifying different opinions on where you are going
Overview and where you should be going
A short diagnostic
that invites It (almost!) never fails to reveal differences of opinion,
participants to look tensions between current plans and preferred futures
closely at the and strategic dilemmas. You can use the outputs to
scenarios and feed directly into other discussions or simply use the
describe which exercise to start people thinking.
one(s) they favour
Participants
The steps
Any team or group
1. Introduce the scenarios and present the first
Time scenario (Perpetual Motion).
90 minutes 2. Ask the group to spend 10 minutes discussing what
they like and don’t like about the scenario3
3. Spend 5 minutes noting likes and dislikes on a flip
chart
4. Repeat steps 1-3 for the other three scenarios
5. Draw the matrix below – without the column
headings – on a flip chart. Invite the group to vote by a
show of hands. Only reveal the question as you get to
each column.
6. Consider the results and invite the group to reflect on
what they mean for the team’s activities and strategy.
3
Participants should focus on what they like and don’t like about the
world described in the scenarios at this point, not on how believable
or plausible the scenarios are – that comes next
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Scenario Planning
Futureproofing
A diagnostic test of
whether the team’s The steps
objectives are robust
across the range of 1. Describe scenarios and their purpose.
futures represented
by the scenarios 2. Divide participants into four groups. Give each group
a summary of4 one scenario.5
Participants 3. Ask each group to discuss the strengths and
Any team or group
weaknesses of their scenario. Allow 15 minutes.
4. Remind participants of the team/group/strategic
Time objectives6. Invite each group to test the objectives
against their scenario. They should
75 minutes
a. Imagine that the world is as it is described in the
scenario
b. Decide whether – for this world – each objective
is
i. Robust
ii. Redundant
iii. In need of some modification
c. Be prepared to explain why they have made their
decision
Allow (say) 15-20 minutes
4
…or the slides for…
5
each group gets a different scenario, so that all three scenarios are
being worked on at the same time
6
the exercise works for any level. You may need to provide a
handout or put objectives up on a slide to remind people
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Scenario Planning
matrix: Objective 1
Objective 2
6. Consider
Objective 3
the results
and invite Objective 4
the group to
reflect on what they mean for the team’s activities and
strategy.
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Scenario Planning
7
Participants should focus on what they like and don’t like about the
world described in the scenarios at this point, not on how believable
or plausible the scenarios are – that comes next
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Scenario Planning
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Scenario Planning
Additional exercise
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Scenario Planning
Participants
4. Ask everyone to think of 5 events that need to occur
if their particular scenario is to happen. They should
Any group of write the events on post-its (one event per note).
stakeholders who
the project sponsor 5. Invite people to pair up and discuss their events11.
wishes to engage in
Allow 10-15 minutes for steps 4 and 5.
the futures process
or who they want to 6. Each scenario group should now map the events on
influence. the matrix shown on page 2. Set up the matrix for each
scenario group using flip chart sheets tacked to the wall
or on a flip chart stand. Don’t draw up the whole matrix
Time
at once; instead,
3 hours
a. Draw a line down the centre of the flip chart
b. Write ‘High impact’12’ at 3 o’clock and ‘Low
impact’ at 9 o’clock
8
This exercise works best if there are at least 4 people in each
scenario team; if the group has only 10-12 people, it might be better
to split into two teams and ask each to do the exercise with two
scenarios
9
…or the slides for
10
each group gets a different scenario, so that all three scenarios
are being worked on at the same time
11 Staying within the scenario groups
12
impact on the department, your team, or a particular project.
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Scenario Planning
Certain to occur
13
“not certain to occur’ is not the same as ‘certain to not occur’
14 You can split each scenario group into two at this point and have
them work in parallel on top and bottom right quadrants
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Scenario Planning
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Scenario Planning
o creative recommendations
o heroic recommendations
10.25 Feedback
15
Hand out copies of the scenario slides and/or summaries
16
No brainers are obvious policy recommendations (obvious to state
but not necessarily easy to achieve)
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Scenario Planning
11.15 Discussion:
o no brainers17
o creative recommendations
o heroic recommendations
11.25 Feedback
11.40 Review
12.15 Close
17
No brainers are obvious policy recommendations (obvious to state
but not necessarily easy to achieve)
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Scenario Planning
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Scenario Planning
Process overview
Technique
The fifth scenario 1. Agree the policy or operational area that the fifth
scenario is being built around. This is normally done in
Purpose advance of the workshop.
To build a ‘fifth 2. Present and discuss the scenarios.
scenario’ that
describes a shared 3. Use the plausibility matrix to identify which scenario
strategic vision
is closest to the future the group aspires to.
Overview 4. Describe a fifth scenario that improves on this
A long half day scenario by
workshop where a. building on its strengths
participants use
elements from a set b. overcoming its weaknesses
of four scenarios to
describe their c. drawing on positive elements from other
preferred future – scenarios
and the steps 5. Agree the steps and tasks needed to deliver the fifth
required to deliver it. scenario.
Participants
Participants are split into two groups for step 2, each of
Those responsible which works with two of the four scenarios. Groups work
for strategy and in parallel.
policy. Useful to
include external There is a detailed agenda on page 2. The process is
stakeholders. supported by three task sheets (fifth scenario task sheet
1, fifth scenario task sheet 2 and fifth scenario task sheet
12-15 is ideal.
3).
Time
9.45am-4.30pm
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Scenario Planning
Agenda
Time Activity
9.45 Introduction
10.25 Discussion:
10.45 Feedback
11.10 Coffee
11.45 Discussion:
12.10 Feedback
18
Hand out copies of the scenario slides and/or summaries
19
Record the discussion on Fifth Scenario task sheet 1
20
Record the discussion on Fifth Scenario task sheet 1
21
See Plausibility Matrix
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Scenario Planning
1.00 Lunch
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Scenario Planning
Time Activity
1.30 Review
• Present the preferred scenario again
2.45 Feedback
3.15 Coffee
• Group 1: Who is responsible for the must happens? What must they
do now? Who should be involved?
• Group 2: Who is responsible for the must not happens? What must
they do now? Who should be involved?
4.00 Feedback
4.20 Review
22
Record the discussion on Fifth Scenario task sheet 2
23
Record the discussion on Fifth Scenario task sheet 3
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Scenario Planning
4.30 Close
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Scenario Planning
i
Gaming workshops offer a rich perspective on the
policy challenges facing government and other
actors. The outputs from gaming workshops
generally highlight a number of significant policy challenges
and risk issues that need to be addressed in the near future.
Process overview
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Scenario Planning
Agenda
Time Activity
9.30 Welcome, introduction and purpose
10.00 Discussion:
10.45 Feedback
11.15 Coffee
11.50 Discussion:
12.30 Feedback
1.00 Lunch
24
Where possible, ask workshop participants to role play a different stakeholder to themselves
25
The government group should identify the main challenges facing them
26
The government group should identify the main challenges facing them
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Scenario Planning
Time Activity
1.40 Presentation: Tribal Trading and Good Intentions
2.00 Discussion:
2.45 Feedback
3.30 Coffee
4.30 Review
4.45 Close
27
The government group should identify the main challenges facing them
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Scenario Planning
Toolkit
34
Scenario Planning
analyse what is
Time happening in this
75-90 minutes. environment, Transactional Environment
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Scenario Planning
The steps
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Scenario Planning
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Scenario Planning
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Scenario Planning
Time
1-3 hours
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Scenario Planning
W h a t d r iv e s th a t d e m a n d ?
W h a t is th e d e m a n d ?
W h a t c o n s tr a in s t h a t d e m a n d ?
H o w w i l l d eW l i vh ea rt y c o u l d b e d e l i v e r e d ?
m e e t fu tu re n e e d ? H o w d o w e m e e t fu tu re n e e d ?
W h a t c a n b e d e liv e r e d ?
D e liv e r in g c u r r e n t n e e d ?
W h a t s h o u ld b e d e liv e r e d ? P r ic in g a p p r o p r ia t e t o c o s t /
m e e t in g n e e d ?
W h a t s h o u ld w e c h o o s e
n o t t o d e liv e r ?
H o w d o w e m a n a g e th e H o w d o w e m a n a g e u n f u lf i
t r a n s i t i o n f r o m c u r r e n t t o f u t un ree e d ?
d e liv e r y ?
W h a t a r e f e e d b a c k m e c h a n is m s ?
H ow do w e
o p t im is e H o w d o y o u a d ju s t
in f r a s t r u c tu r e c a p a c i t y t o W m h e a et t c a n t e c h n o l o g y d o t o h e l p
d e liv e r y ? W h a t i s t h en e e d ? m a n a g e c a p a c i tWy ?h a t a r e o p t i m a l
in s ta n ta n e o u s c h a r a c te r is tic s ?
c a p a c it y ? H o w d o y o u im p r o v e c h a r a c t e r is t ic s ?
G o v e rn m e n t?
W h a t a re c o n tro l
H o w c a nW wh eo d e l i Bv eu rss i ?n e s s ? m e c h a n is m s ?
o p t im iz e t h e M o n o p o ly ?
d e liv e r y o f a
g iv e n n e e d ?
W h y d e liv e r ?
F e e d b a c k fro m w h o m ?
H o w t o e v a lu a t e
o p tim is a tio n ?
C r it e r ia f o r e v a lu a t io n ?
36
Scenario Planning
To identify the
impact of change 1. Invite participants to work in twos or threes
drivers on the 2. Discuss what is driving change in society (introduce
organisation’s
activities
the STEEP concept). Keep this stage much wider than
the project area or topic that the group is looking at –
Overview they can filter out irrelevant drivers at the next stage.
Participants 3. After 5-10 minutes, invite participants individually to
brainstorm and sort write (say) 5 drivers on post-it notes
change drivers
4. Collect the post its and map them on a 2x2 matrix
Participants according to whether
Any team or group. a. The driver is important for the project under
Ideal to involve consideration
external experts.
b. The outcome of the driver (the impact it will
have) is certain
Time
2-3 hours
37
Scenario Planning
Important
5. Focus on the top
left quadrant – - drivers
which are important and
have a certain outcome.
These are predetermined
Certain Uncertain
elements. Discuss
Outcome Outcome
a. what the
outcome of
each trend will
be
Not important b. whether its
impact on your
work will be positive or negative
c. whether your organisations is prepared to
capitalise on the opportunities or respond to
the threats
d. whether there is anything else you should do
38
Scenario Planning
Participants
The project team. Influence
Needs at least 6
participants.
Time
1.5-3 hours
Low High
Interest
39
Scenario Planning
2. Look at the High Often the changes emerging from the futures mapping
Interest-Low Influence are quite small – but quite significant.
quadrant and discuss
a. whether it is
possible for any of these
stakeholder to acquire
more influence
b. whether it is
desirable for them to
acquire more influence
c. whether you
have any role to play in
helping them acquire
more influence
d. how you
propose to engage them
in the process
a. whether each
stakeholder’s influence
is potentially helpful or
unhelpful to what you
are trying to achieve
b. whether it
would be helpful to the
project if they acquired a
higher level of interest
c. whether you
have any role to play in
helping them acquire
more interest
d. how you
propose to engage them
in the process
40
Scenario Planning
41
Scenario Planning
42
Scenario Planning
9.50 Brainstorm: What are the key uncertainties surrounding the future of [the
venture]?
- Discuss in pairs
- Capture on post-its
1.00 Lunch
5.00 Close
43
Scenario Planning
Toolkit
Annex 1:
- Hypermobile society
weakens social
networks
Scenario Planning
Toolkit
Annex 2:
Toolkit
Overview
Overview Accepting of Intelligent Infrastructure
Accepting of Intelligent Infrastructure
• shock
Instant communication and continued High Impact Low impact
• The global
growth in aeconomic system isenvironment.
highly competitive severely damaged;
Tribal Trading
Overview
• For many,
strong the world has shrunk to their own
communities Acceptingof
Accepting ofIntelligent
IntelligentInfrastructure
Infrastructure
the need
•• Following
Local to
foodroad change lifestyles
production
decades andinactivity
of servicesin order
have to global
reduce
overincreased
popular; use causes less damage - even HighImpact
Impact Low impact
impact
emissionsgovernments
- has led to an urban renaissance
High Low
Transport
impact
Transport
though
• There is volumes
very littleand
longspeed of
distance traffic
travel remain high
Transport prevent further carbon emissions Transport Urban Colonies
big citieslifestyles
• People’s are risingare faster than before
determined by a strict and
expensive and increasingly replaced by
enforced scheme
telepresencing
• Planning of carbon
and rapid
policies, consumption
train travel
technology control
development and
investment
• • Biofuel is the are primarily
primarycapacity, focussed
alternative formon minimising
of energy
Increased nuclear
Tribal Trading Urbanswitch
Colonies to hydrogen
environmental impact. Cities are more compact
• Carseconomy
are lighter, smaller and more fuel efficient,
• Traffic
Transportvolumes
is permitted only iffallen
have green and andclean.massCar
use is restricted.
transportation is used Public
moretransport
widely - electric, low
energyResistant
- is widely used Infrastructure
to Intelligent
• Businesses have adopted energy-efficient
Perpetual Motion
Tribal Trading
• practices;
Travel within distribution and logistics is of
cities is efficient - integration wider
highly
infrastructure systems is poor
sophisticated
•• There
Rural areas
remainhave become
major moreabout
concerns isolated, effectively
whether the
actinghas
world as food
doneand bio-fuel
enough providers
to avert forcrisis
a major the cities
Good
UrbanIntentions
Colonies
Scenario Planning
Toolkit
Annex 3:
Toolkit
Scenario Planning
Toolkit
Toolkit
1. ŠIdentify
identify what isÕt driving change
what isn
Stephen Ladyman, J anuary 2006
Š identify what needs to change to ensure future success
2. Decide which change drivers are critical and uncertain Good Intentions Perpetual Motion
6. Incorporate those issues into the strategic planning process Resistant to Intelligent Infrastructure
Scenario Planning
Toolkit
Annex 4:
Toolkit
Looking for Signals Task Sheet
Everyone in the group should collect – from the scenario matrix on the wall - one or
two of the articles you found that seem to be important for your area of work or for
your team
Tell each other about the articles and why you think they are important or interesting
Build clusters – or groups - of articles. The basis for clustering is to spot some kind of
connection or signal that is emerging from them
Toolkit
Cluster Title
Article Titles/Headlines
Research Topics
Toolkit
Cluster Title
Article Titles/Headlines
Research Topics
Toolkit
Cluster Title
Article Titles/Headlines
Research Topics
Toolkit
Toolkit
3. What are the strengths and weaknesses of the scenario for transport. What are
the opportunities for your policy area that you need to capitalise on? What are the
threats you need to mitigate against?
STRENGTHS WEAKNESSES
OPPORTUNITIES THREATS
Toolkit
4. What are the key challenges and issues for you and your stakeholders in this
scenario?
Toolkit
Fifth Scenario Task Sheet 2
❐ Group 1
❐ Group 2
❐ Group 3
Group 1: identify – and map on the timeline – the 10 key steps or events required
to ensure that the ‘must happens’ occur
Group 2: identify – and map on a timeline - the 10 key steps or events required to
ensure that the ‘must not happens’ do not occur
Group 3: identify – and map on a timeline - the 10 key steps or events required to
ensure that the ‘would likes’ occur
Toolkit 2040
2040
2030
2020
2015
2007
Toolkit
Fifth Scenario Task Sheet 3
❐ Group 1
❐ Group 2
❐ Group 3
Group 1: Who is responsible for the must happens? What must they do now?
Who should be involved?
Group 2: Who is responsible for the must not happens? What must they do now?
Who should be involved?
Group 3: Who is responsible for the would like to happens? What must they do
now? Who should be involved?
Toolkit
1. Who has responsibility?