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CORPORATE	
  FORESIGHT	
  model	
  applicable	
  to	
  
SMEs	
  as	
  a	
  tool	
  for	
  innova?on-­‐oriented	
  
planning	
  
Researcher:	
  
Fernando	
  Ortega,	
  MBA,	
  DBA	
  (c)	
  
UNIVERSITY	
  OF	
  LIMA	
  (PERU)	
  
Fernando	
  Ortega	
  (Peru)	
  
•  Born in Lima (Peru).
•  Training in Foresight at APEC Centre
of Technology Foresight (Thailand),
leaded by Dr. Ron Johnston) and at
former PREST Institute of
Manchester University (U.K.), leaded
by Dr. Denis Loveridge.
•  Associated Professor and
Researcher at University of Lima
(Peru).
•  International lecturer on
technological and social futures in
different Latin American countries.
Can	
  SMEs	
  use	
  foresight	
  for	
  their	
  planning	
  
process	
  without	
  external	
  support?	
  
Foresight	
   has	
   been	
   widely	
   used	
   by	
   large	
   corpora?ons	
   for	
  
their	
  planning	
  processes	
  and	
  the	
  iden?fica?on	
  of	
  priori?es	
  
for	
   innova?on.	
   However,	
   SMEs	
   have	
   not	
   been	
   using	
  	
  
foresight	
   due	
   to	
   the	
   high	
   costs	
   of	
   the	
   involved	
   consul?ng	
  
services.	
  This	
  research	
  developed	
  by	
  the	
  University	
  of	
  Lima	
  
(Peru)	
  proposes	
  a	
  simple	
  methodology	
  for	
  SMEs	
  execu?ves	
  
to	
   perform	
   a	
   prospec?ve	
   full-­‐process,	
   	
   basically	
   using	
   the	
  
MS	
  EXCEL	
  soSware	
  and	
  without	
  hiring	
  specialized	
  external	
  
support.	
  
	
  
 	
  
ENVIRONMENTAL	
  SCANNING	
  
SOCIAL TECHNOLOGICAL ECONOMIC ENVIRONMENTAL POLITICAL
VALUES	
  &	
  
ATTITUDES
TRENDS	
  ANALYSIS	
  
DELPHI	
  METHOD	
  
HIGH MEDIUM LOW HIGH MEDIUM LOW
ALREADY	
  
HAPPENED
THIS	
  OR	
  
NEXT	
  YEAR
2-­‐3	
  YEARS	
  
AHEAD
4-­‐5	
  YEARS	
  
AHEAD
6-­‐7	
  YEARS	
  
AHEAD
8-­‐9	
  YEARS	
  
AHEAD
10	
  YEARS	
  
AHEAD
MORE	
  THAN	
  
10	
  YEARS	
  
AHEAD
NEVER	
  WILL	
  
HAPPEN
IMPORTANCE
STATEMENTS
EXPERTISE	
  ON	
  THE	
  
STATEMENT
POSSIBLE	
  DATE	
  OF	
  OCCURRENCE	
  OF	
  THE	
  EVENT
STRUCTURAL	
  ANALYSIS	
  
D1 D2 D3 D4 D5 Σ	
  DEPENDENCE
D1
D2
D3
D4
D5
Σ	
  INFLUENCE
IDENTIFICATION	
  OF	
  UNCERTAINTY	
  AXES	
  
D2 D5
D1 D3 D7
D4 D6
SCENARIOS	
  IDENTIFICATION	
  &	
  
ASSESSMENT	
  
SCENARIOS AXE	
  1 AXE	
  2 AXE	
  3 DESIRABILITY PROBABILITY GOVERNANCE
A + + +
B + + -­‐
C + -­‐ +
D + -­‐ -­‐
E -­‐ + +
F -­‐ + -­‐
G -­‐ -­‐ +
H -­‐ -­‐ -­‐
RANKING	
  OF	
  SCENARIOS
The	
  results	
  and	
  conclusions	
  
ENGLISH	
  VERSION	
  
THANK	
  YOU	
  
Fernando Ortega
fortegas@ulima.edu.pe

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Corporate Foresight: model applicable to SMEs as a tool for innovation-oriented planning

  • 1. CORPORATE  FORESIGHT  model  applicable  to   SMEs  as  a  tool  for  innova?on-­‐oriented   planning   Researcher:   Fernando  Ortega,  MBA,  DBA  (c)   UNIVERSITY  OF  LIMA  (PERU)  
  • 2. Fernando  Ortega  (Peru)   •  Born in Lima (Peru). •  Training in Foresight at APEC Centre of Technology Foresight (Thailand), leaded by Dr. Ron Johnston) and at former PREST Institute of Manchester University (U.K.), leaded by Dr. Denis Loveridge. •  Associated Professor and Researcher at University of Lima (Peru). •  International lecturer on technological and social futures in different Latin American countries.
  • 3. Can  SMEs  use  foresight  for  their  planning   process  without  external  support?   Foresight   has   been   widely   used   by   large   corpora?ons   for   their  planning  processes  and  the  iden?fica?on  of  priori?es   for   innova?on.   However,   SMEs   have   not   been   using     foresight   due   to   the   high   costs   of   the   involved   consul?ng   services.  This  research  developed  by  the  University  of  Lima   (Peru)  proposes  a  simple  methodology  for  SMEs  execu?ves   to   perform   a   prospec?ve   full-­‐process,     basically   using   the   MS  EXCEL  soSware  and  without  hiring  specialized  external   support.    
  • 5.
  • 6. ENVIRONMENTAL  SCANNING   SOCIAL TECHNOLOGICAL ECONOMIC ENVIRONMENTAL POLITICAL VALUES  &   ATTITUDES
  • 8. DELPHI  METHOD   HIGH MEDIUM LOW HIGH MEDIUM LOW ALREADY   HAPPENED THIS  OR   NEXT  YEAR 2-­‐3  YEARS   AHEAD 4-­‐5  YEARS   AHEAD 6-­‐7  YEARS   AHEAD 8-­‐9  YEARS   AHEAD 10  YEARS   AHEAD MORE  THAN   10  YEARS   AHEAD NEVER  WILL   HAPPEN IMPORTANCE STATEMENTS EXPERTISE  ON  THE   STATEMENT POSSIBLE  DATE  OF  OCCURRENCE  OF  THE  EVENT
  • 9. STRUCTURAL  ANALYSIS   D1 D2 D3 D4 D5 Σ  DEPENDENCE D1 D2 D3 D4 D5 Σ  INFLUENCE
  • 10. IDENTIFICATION  OF  UNCERTAINTY  AXES   D2 D5 D1 D3 D7 D4 D6
  • 11. SCENARIOS  IDENTIFICATION  &   ASSESSMENT   SCENARIOS AXE  1 AXE  2 AXE  3 DESIRABILITY PROBABILITY GOVERNANCE A + + + B + + -­‐ C + -­‐ + D + -­‐ -­‐ E -­‐ + + F -­‐ + -­‐ G -­‐ -­‐ + H -­‐ -­‐ -­‐ RANKING  OF  SCENARIOS
  • 12. The  results  and  conclusions  
  • 14. THANK  YOU   Fernando Ortega fortegas@ulima.edu.pe