Backcasting - IA Summit 2007 Session Presentation

Backcasting “ or how I learned to stop predicting and help my clients “ IA Summit 2007 Las Vegas Matthew Milan Critical Mass Sam Ladner York University

On Turbulent Environments
Backcasting Background
Backcasting as Information Architecture
Is That a Discovery Process in Your Pocket?
Session Overview

Turbulent Environments “ Take me to the river… “

Turbulent Environments

Strategy is Turbulent How do you navigate a turbulent environment?

Every River Needs a Guide You are your client’s guide

Backcasting is a Navigational Tool It helps you to create plans for changing environments

There’s more then one path But you don’t always know the right path beforehand

Scouting Ahead Not “ how DO we get here ”, but “ how DID we get here ”

Backcasting Background “ A recipe for people who hate to predict “

1950s ► ProtoBackcasting ► AT&T
1970s ► MultiScenario Planning ► Shell
1990s ► Big Backcasting ► Robinson & SDRI
2000s ► Agile Backcasting?
Casting Back

Complex Undertaking
Resource Intensive
Time Consuming
Inaccessible to Non-Experts
Problems with Big Backcasting

Why do backcasting? Good strategy lets you see the entire landscape

Simplify the Process
Lightweight
Quick and Agile
Accessible & Engaging
Better Backcasting? ► Participatory Modeling ► Sorting & Grouping ► 3 to 6 hours ► Facilitation Framework

Backcasting as Information Architecture “ The Strategic Design of Shared Information Environments “

Information Architecture as visual organization and modeling
Information Architecture as a thinking framework
Information Architecture as structuring information environments through time
Where’s the IA?

The Elements of Backcasting
Set timeline
Baseline current state
Define future states
Identify indicators
Assess risks and create action plan

The Backcasting Map
Backcasting in five easy steps
Set the timeframe
t now t future

The Backcasting Map
Baseline the current state

The Backcasting Map
Define Possible Future States
Hot Rod Minivan Little Deuce Coupe

The Backcasting Map
Work Backwards and Identify Indicators

The Backcasting Map
Assess Risks, Opportunities and Actions

A Discovery Process in Your Pocket “ Stop Predicting and Start Helping “

What do you need?
Visual Language – The “Map”
Facilitation Skills
The Ability to Translate Concepts Into Indicators

What makes a good guide?
Don’t tell you what to do
Keep you safe
Intentionally simplify complex situations
Leave the choices to the journeyer

Case Study: OmniBank
Fortune 500 Financial Services Firm
Multi-Stage Redesign
Multiple Stakeholders
No Clear Strategy
Client Desire to Learn Adaptability

Mapping OmniBank Strategy Focus on the map, not political agendas

Capture Everything … including insights about your clients

Elicit Problems and Solutions Ask hard questions and you’ll get solutions

Deep Dive on Indicators Robust indicators of success mean robust success

Identify Immediate Actions 30, 60 and 90-day action plans move projects forward

Take Me To The River

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Backcasting - IA Summit 2007 Session Presentation

by Matthew Milan on Apr 09, 2007

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Backcasting - IA Summit 2007 Session Presentation — Webinar Transcript