Futures techniques used in the multi-disciplinary field of futurology by futurists in Americas and Australasia, and futurology by futurologists in EU, include a diverse range of forecasting methods, including anticipatory thinking, backcasting, simulation, and visioning. Some of the anticipatory methods include, the delphi method, causal layered analysis, environmental scanning, morphological analysis, and scenario planning.
Anticipatory thinking protocols
Delphi method
The Delphi method is a popular technique used in futurology. It was developed by Gordon and Helmer in 1953 at RAND. It can be defined as a method for structuring a group communication process, so that the process is effective in allowing a group of individuals, as a whole, to deal with a complex problem. It uses the iterative, independent questioning of a panel of experts to assess the timing, probability, significance and implications of factors, trends and events in the relation to the problem being considered. Panelists are not brought together but individually questioned in rounds. After the initial round, the panelists are given lists of anonymous answers from other panelists which they can use to refine their own views. Studies employing Delphi method tend to be difficult to perform. The application of the Delphi method requires a great deal of attention to the selection of participating experts and the questionnaires have to be scrupulously prepared and tested in advance. The initial preparation and follow-up rounds of questioning of the panelists tends to be time consuming. Delphi's primary strength is its ability to explore, tranquilly and objectively, issues that require judgement. Unlike panel sessions, the iterative Delphi method allows the forecasting and assessment to be done without the effect of strong personalities or reputations influencing other panelists and also overcomes the difficulty of getting all experts together in a single time and place.
Causal layered analysis (CLA)
This method, developed by Sohail Inayatullah, is one of the newest developments in Futurology. Causal layered analysis focuses on "opening up" the present and past to create alternative futures rather than on developing a picture of a particular future. It is concerned with the vertical dimension of futures studies, with the layers of analysis. CLA is based on the assumption that the way in which a problem is formulated changes the policy solutions and the actors in charge of initiating transformations. The key principle of the method is using and integrating different ways of knowing. There are a number of benefits arising from the application of this method. Causal layered analysis increases the range and richness of scenarios; leads to inclusion of different ways of knowing among participants in workshops; appeals to wider range of individuals through incorporation of non-textual and artistic elements; extends the discussion beyond the obvious to the deeper and marginal; and leads to the policy actions that can be educated by alternative layers of analysis.
Environmental scanning
Environmental scanning is usually used at the start of a futures project. It aims at broad exploration of all major trends, issues, advancements, events and ideas across a wide range of activities. Information is collected from many different sources, such as newspapers, magazines, Internet, television, conferences, reports, and also science-fiction books. Various tools and methodologies are used by large corporations to systematically scope their external environment. An example is the widely used FUTURE structure developed by futurist Patrick Dixon described in his book Futurewise - F(ast), U(rban), T(ribal), U(niversal), R(adical), E(thical). Attention needs to be given to potential Wild Cards - low probability (or uncertain probability) but potentially high impact events. Scanning is used to build up a comprehensive picture of factors that could impact strategy. Four types of indicators can be examined in the process of environmental scanning:
Lone signals (individual factors that might indicate change) Landmark events (in various areas of life) Forecasts of experts Statistical descriptions (to portray development of elements of the study).
Morphological analysis
Morphological analysis is a technique developed by Fritz Zwicky (1966, 1969) for exploring all the possible solutions to a multi-dimensional, non-quantified problem complex. As a problem structuring and problem solving technique, morphological analysis was designed for multi-dimensional, non-quantifiable problems where causal modeling and simulation do not function well or at all. Zwicky developed this approach to address seemingly non-reducible complexity. Using the technique of cross consistency assessment (CCA), the system however does allow for reduction, not by reducing the number of variables involved, but by reducing the number of possible solutions through the elimination of the illogical solution combinations in a grid box. MA has also been employed for the identification of new product opportunities. The technique involves mapping options in order to attain an overall perspective of possible solutions. It comprises the two main activities: a systematic analysis of a current and future structure of the area including the gaps in that structure, stimulation for creation of new alternative, which could fill the gaps and meet any needs.
Scenario planning
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