Most of us scan the external environment every day, either consciously or sub-consciously. We usually scan around our jobs, our professions, our industries. What we find usually stays in our heads, however, unless your organisation has a formal scanning system in place, or you join a site like Shaping Tomorrow where you can record what you are finding. A formal scanning system aims to take the scanning information out of individual minds and share them across the organisation, so that the breadth of information that informs strategic thinking is diverse rather than narrowly focused on what one or two individuals think is important.

Everyone in an organisation can contribute to a scanning system if given the opportunity, but a core group of scanners needs to be formed as early as possible in the set up of your scanning system. This group will act as champions for the scanning process, and will be provide the first analysis point to begin to determine relevance for the organisation.  A representative group is best, so that all areas of the organisation are formally involved in the scanning process, and a senior manager needs to be involved to ensure the work of the group can be put into the context of broader organisational strategy. This sounds easy, but to be successful, it requires commitment or at least acceptance of the need for scanning so they allow their staff to be involved. Because variable support among managers is common, it’s important that setting up the scanning group only occurs after the formal scanning system has been endorsed by the CEO and Board.

People in the scanning group need open minds, and be willing to have their ideas challenged. They need to be able to think outside the box and not be tied to the present way of doing things. They need to be willing to share their knowledge and be able to see the big picture rather than being limited by their job.

The scanning group needs to be trained in how to do scanning, and then supported while they become familiar with the process.  Regular review meetings need to be held to allow the group to share their experience and frustrations and to fine tune the scanning process for their organisation. Once they have started scanning on a regular basis, and scanning hits are accumulating, the group can begin to look for patterns and themes in what they are finding.

Sharing what the group is finding across the organisation is important, so that staff are keep informed about what the team is doing. A regular ‘look what we’ve found’ type email or newsletter is a good idea – it can have three items, a brief summary of each and a link to follow up if people are interested. The aim of this type of communication is to raise awareness of what is going on ‘out there’ in the external world, and to highlight that there are trends that are likely to change the way they work in the future.

Ultimately, all staff can be involved in providing scanning hits, and the ideal situation is for scanning to be included in the position description of all staff – which is more likely in smaller organisations. A rating system of scanning hits is another way to get staff involved in identifying what they think will be important to consider as strategy is developed. Finding ways to involve anyone who wants to be involved in scanning is not the easy way to ‘do’ scanning, but it promotes the collection of diverse perspectives about trends and drivers of change critical to the organisation’s future.

That diversity of perspective is key to challenging assumptions about what is possible in the future, and moving beyond business-as-usual approaches to strategy development.

The next post will be on starting to scan.

Download scanning resources at:  http://thinkingfutures.net/more-info

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We Need Thinking Workshops

by Maree on 19 August 2010

Last year, I posted about the need to have thinking workshops – because thinking about the future and how to respond today, is work too. Rather, it should be considered as work, because right now, it’s usually regarded as something we don’t have time to do because we are too busy dealing with short term imperatives and deadlines.

We spend a lot of money on strategic planning workshops that create plans based on what we know about the past and the present, rather than investing some of that money in a process to think first about what the shape of the future operating environment might be over the next 10-20 years, and what challenges and opportunities might emerge over time.  The process might look something like this.

  • Schedule a thinking workshop 1-2 months before your planning workshop. Invite a wide range of people – staff and stakeholders – to attend. You are looking for diversity of perspectives about the future here so you can test your assumptions about doing business in the future.
  • Send out a survey or open up an online discussion forum for staff and stakeholders to get their views on what they think will influence the shape of the future of your organisation over the next 10-20 years.  Provide some background reading about key issues today, and ask them to think about how those issues might evolve over time.  If you have been doing environmental scanning, you will be able to produce a report on trends and drivers that have been identified in that process.  Not everyone will take up the opportunity to participate; providing the opportunity is the critical step.
  • Analyse those discussions and identify key trends and drivers of change.  If you have time, do some environmental scanning around the trends and drivers to make an assessment of whether they are relevant for you to consider.
  • Provide a report on the trends and drivers to people who will be attending the thinking workshop.  You can include an initial assessment of likelihood and potential impact on the organisation in the report, and including some questions to trigger discussion is useful.  You are aiming here to stretch the thinking of people beyond today, to begin to be open to what is possible, rather than what is impossible.
  • At the thinking workshop, ask some simple questions: What is coming? When might it appear on our horizon? What is important and relevant for us? What might we do today? Encourage participants to question their assumptions underpinning their views, and to seek out alternative perspectives to inform their thinking.
  • Take the output from the thinking workshop to your planning workshop, where you can review your options around what you will do today, and document in the plan. The actions in your plan will be stronger because they are based in a systematic and information rich assessment of future possibilities, as well as an understanding of the present and past.

Finding the time for thinking workshops is critical, because no matter how smart we think we and our leaders are, and how much we think we know about what is going on out there in the external environment, there’s always something we don’t know we don’t know.  If you want to be proactive in your strategy, you need first to think about what’s coming over the long term and how how you might respond today. Without this step, you will continue to be surprised when something shifts in the external environment and you have to enter crisis management mode again.  Thinking about the future is work too.

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Doing Environmental Scanning Part 1: Focus Your Scanning

August 11, 2010

I often get asked ‘how do I start environmental scanning?’.  This is usually followed by something along the lines of “I understand what scanning is, I know we need to do it, but how do I start?”  So, this is the first in a series of short posts about doing environmental scanning in your organisation. [...]

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A Celebration of 10 Years of Swinburne Foresight

August 2, 2010

Over the past few months, I have helped organise a celebration of 10 years of the Masters of Strategic Foresight course at Swinburne University of Technology here in Melbourne. Last Saturday (31 July), a group of about 40 alumni, current students,  present and past teaching staff gathered to celebrate those 10 years. This course was [...]

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Confuse foresight and strategic planning at your peril…

July 3, 2010

The strategic planning industry has done a good job of convincing everyone that strategic planning is the whole game when it comes to developing and implementing strategy. As a result, everything – scanning, thinking, assessing, writing, measures, monitoring, reviewing – gets lumped together under the banner of ‘strategic planning’.  What usually happens then is that [...]

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Leadership in Academic and Administrative Roles

April 6, 2010

I have just been to the Association of University Administrators Conference at the University of Warwick where there was much discussion about changing academic and administrative roles in universities and higher education.  The discussion about terminology for administrators is continuing, largely based at the conference about professionalism and the need to change the phrase used [...]

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Prediction: the enemy of strategic thinking

December 31, 2009

Today, two emails have crossed my desk which have both had ’2010 predictions’ in them. Another email was a review of their 2009 predictions with some thinly veiled justifications about why some of those predictions didn’t eventuate.  Three hits on my scanning radar, and out popped the title of this post. Predictions are based on [...]

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Climate Change and the Need to Act

December 8, 2009

A personal posting this one, rather than one focused in my Thinking Futures space. I’ve been watching, pondering and musing of late about the debate on whether climate change is real or not.  Here in Australia, we have just witnessed the extraordinary spectacle of a political party (the Liberal Party) imploding around this issue – [...]

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Higher Education Futures: are we ready for the challenge?

November 28, 2009

There is much written about how learning will need to be delivered into the future – that online delivery will move to a new level and that the way we develop and run courses will move from a content driven to a facilitation driven approach, and that the role of academic staff will change accordingly. [...]

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Life happens online too…

November 15, 2009

In the last week,  I’ve heard several comments about how online communication isn’t real communication. The assumption underpinning these comments is that to really communicate you have  to have a face-to-face conversation.  Anything else just isn’t real. In a room of 50 people last week, the question was posed: who in the room uses Twitter? [...]

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