Backcasting - IA Summit 2007 Session Presentation

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Presentation on the use of Backcasting as a strategic discovery process tool for information architects. …

Presentation on the use of Backcasting as a strategic discovery process tool for information architects.

Presented by Matthew Milan and Sam Ladner at the 2007 IA Summit in Las Vegas

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  • 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
  • 2.
    • On Turbulent Environments
    • Backcasting Background
    • Backcasting as Information Architecture
    • Is That a Discovery Process in Your Pocket?
    Session Overview
  • 3. Turbulent Environments “ Take me to the river… “
  • 4. Turbulent Environments
  • 5. Strategy is Turbulent How do you navigate a turbulent environment?
  • 6. Every River Needs a Guide You are your client’s guide
  • 7. Backcasting is a Navigational Tool It helps you to create plans for changing environments
  • 8. There’s more then one path But you don’t always know the right path beforehand
  • 9. Scouting Ahead Not “ how DO we get here ”, but “ how DID we get here ”
  • 10. Backcasting Background “ A recipe for people who hate to predict “
  • 11.
    • 1950s ► ProtoBackcasting ► AT&T
    • 1970s ► MultiScenario Planning ► Shell
    • 1990s ► Big Backcasting ► Robinson & SDRI
    • 2000s ► Agile Backcasting?
    Casting Back
  • 12.
    • Complex Undertaking
    • Resource Intensive
    • Time Consuming
    • Inaccessible to Non-Experts
    Problems with Big Backcasting
  • 13. Why do backcasting? Good strategy lets you see the entire landscape
  • 14.
    • Simplify the Process
    • Lightweight
    • Quick and Agile
    • Accessible & Engaging
    Better Backcasting? ► Participatory Modeling ► Sorting & Grouping ► 3 to 6 hours ► Facilitation Framework
  • 15. Backcasting as Information Architecture “ The Strategic Design of Shared Information Environments “
  • 16.
    • 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?
  • 17. The Elements of Backcasting
    • Set timeline
    • Baseline current state
    • Define future states
    • Identify indicators
    • Assess risks and create action plan
  • 18. The Backcasting Map
    • Backcasting in five easy steps
    • Set the timeframe
    t now t future
  • 19. The Backcasting Map
    • Baseline the current state
  • 20. The Backcasting Map
    • Define Possible Future States
    Hot Rod Minivan Little Deuce Coupe
  • 21. The Backcasting Map
    • Work Backwards and Identify Indicators
    Hot Rod Minivan Little Deuce Coupe
  • 22. The Backcasting Map
    • Assess Risks, Opportunities and Actions
    Hot Rod Minivan Little Deuce Coupe
  • 23. A Discovery Process in Your Pocket “ Stop Predicting and Start Helping “
  • 24. What do you need?
    • Visual Language – The “Map”
    • Facilitation Skills
    • The Ability to Translate Concepts Into Indicators
  • 25. 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
  • 26. Case Study: OmniBank
    • Fortune 500 Financial Services Firm
    • Multi-Stage Redesign
    • Multiple Stakeholders
    • No Clear Strategy
    • Client Desire to Learn Adaptability
  • 27. Mapping OmniBank Strategy Focus on the map, not political agendas
  • 28. Capture Everything … including insights about your clients
  • 29. Elicit Problems and Solutions Ask hard questions and you’ll get solutions
  • 30. Deep Dive on Indicators Robust indicators of success mean robust success
  • 31. Identify Immediate Actions 30, 60 and 90-day action plans move projects forward
  • 32. Take Me To The River