Backcasting - IA Summit 2007 Session Presentation

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Backcasting - IA Summit 2007 Session Presentation - Presentation Transcript

  1. 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
  2. Turbulent Environments “ Take me to the river… “
  3. Turbulent Environments
  4. Strategy is Turbulent How do you navigate a turbulent environment?
  5. Every River Needs a Guide You are your client’s guide
  6. Backcasting is a Navigational Tool It helps you to create plans for changing environments
  7. There’s more then one path But you don’t always know the right path beforehand
  8. Scouting Ahead Not “ how DO we get here ”, but “ how DID we get here ”
  9. 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
  10. 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
  11. 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?
  12. The Elements of Backcasting
    • Set timeline
    • Baseline current state
    • Define future states
    • Identify indicators
    • Assess risks and create action plan
  13. The Backcasting Map
    • Backcasting in five easy steps
    • Set the timeframe
    t now t future
  14. The Backcasting Map
    • Baseline the current state
  15. The Backcasting Map
    • Define Possible Future States
    Hot Rod Minivan Little Deuce Coupe
  16. The Backcasting Map
    • Work Backwards and Identify Indicators
    Hot Rod Minivan Little Deuce Coupe
  17. The Backcasting Map
    • Assess Risks, Opportunities and Actions
    Hot Rod Minivan Little Deuce Coupe
  18. A Discovery Process in Your Pocket “ Stop Predicting and Start Helping “
  19. What do you need?
    • Visual Language – The “Map”
    • Facilitation Skills
    • The Ability to Translate Concepts Into Indicators
  20. 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
  21. Case Study: OmniBank
    • Fortune 500 Financial Services Firm
    • Multi-Stage Redesign
    • Multiple Stakeholders
    • No Clear Strategy
    • Client Desire to Learn Adaptability
  22. Mapping OmniBank Strategy Focus on the map, not political agendas
  23. Capture Everything … including insights about your clients
  24. Elicit Problems and Solutions Ask hard questions and you’ll get solutions
  25. Deep Dive on Indicators Robust indicators of success mean robust success
  26. Identify Immediate Actions 30, 60 and 90-day action plans move projects forward
  27. Take Me To The River

Matthew MilanMatthew Milan, 3 years ago

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