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Forecasting Technological Change Session 3. Expert Opinion Techniques Paul A. Schumann, Jr. Glocal Vantage, Inc. 06/07/09
Sessions ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Sessions ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
3. Expert Opinion Techniques ,[object Object],[object Object],[object Object],06/07/09
Rationale ,[object Object],[object Object],[object Object],[object Object],06/07/09
Expert Opinion Not Good for TF ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
3. Expert Opinion Techniques ,[object Object],[object Object],[object Object],06/07/09
Interviews ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Conversation 06/07/09 Values Information Same Different Same Different Converse Converse Argue Build Intimacy Creativity Temperament
Johari Window 06/07/09 Self Others Know Don’t Know Know Don’t Know
Conversation 06/07/09 Interviewer Expert Result
Temperaments 06/07/09 Source: Grant  (www.glocalvantage.com/ StrategicPartners/Grant.html Objective/External Subjective/Internal Past Future SJ Traditionalist Stablizer Consolidator NF Catalyst Spokesperson Motivator SP Troubleshooter Negotiator Firefighter NT Visionary System Architect Integrator Present
Interviews 06/07/09 Highly Structured Unstructured Usefulness for TF
Interview Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Interview Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Interview Report ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Interviews Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
3. Expert Opinion Techniques ,[object Object],[object Object],[object Object],06/07/09
Types of Surveys ,[object Object],[object Object],06/07/09
Types of Surveys ,[object Object],[object Object],06/07/09
Normal Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
WFS Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09 Source: Editors, The Futurist
Global Futures Forum ,[object Object],[object Object],[object Object],06/07/09
Sample Page 06/07/09 Source: Global Futures Forum
Types of Surveys ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Delphi Survey Process 06/07/09 First  Round Second  Round Third Round Fourth Round Expert Panelists ,[object Object],[object Object],[object Object],[object Object],Combine Prioritize Summarize Forecast time of  event or  trend Statistical summary  of the  forecasts Remain the same  or change If outlier,  must give reason Statistical  summary with reasons
Conducting a Delphi ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Conducting a Delphi (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Conducting a Delphi (cont.) ,[object Object],[object Object],[object Object],[object Object],06/07/09
GWU Forecast of Emerging Technologies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09 Source: www.gwforecast.gwu.edu
GW Forecast of Emerging Technologies (cont.) 06/07/09 Source: www.gwforecast.gwu.edu
Japanese & German Delphi ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09 Source: www.nistep.go.jp
Importance to S&T 06/07/09
Importance to Economy 06/07/09
Korean Delphi ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09 Source: Shin
Korean Delphi (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Korean Delphi (cont.) ,[object Object],[object Object],[object Object],[object Object],06/07/09
3. Expert Opinion Techniques ,[object Object],[object Object],[object Object],06/07/09
Group Techniques ,[object Object],[object Object],[object Object],[object Object],06/07/09
Group Techniques ,[object Object],[object Object],[object Object],[object Object],06/07/09
Nominal Group Conference ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Nominal Group Process 06/07/09 Pose question or  problem Select experts Arrange meeting Explain purpose Explain process Pose problem or  question Moderator leads  discussion Each idea in turn Non-judgmental Each expert given  chance to explain their idea Not justify In silence In rotation Each expert records  an idea on a  chart or wall board  for all to see All ideas recorded Additional ideation  encouraged In silence (20 minutes) Experts record all  the ideas or solutions  they can come up with Break Moderator explains  rating system In silence Each expert rates  each of the ideas Moderator  summarizes results
TF Applications ,[object Object],[object Object],[object Object],[object Object],06/07/09
Group Techniques ,[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Hub & Spoke Model 06/07/09 First order Impacts Second Order Impacts Third Order Impacts Event or Trend
Example of Impact Analysis (partial) 06/07/09 Source: Vanston, TFI
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Hub & Spoke Model 06/07/09 First order Impacts Second Order Impacts Third Order Impacts Event or Trend 0.5 1 0.3 0.15
Impact Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Group Techniques ,[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis (cont.) ,[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process 06/07/09 Potential Future State or Existing State Sub-states Potential Ways to Achieve Sub-state
Example 06/07/09 Source: Bright
Example 06/07/09 Source: Bright
Example 06/07/09 Source: Bright
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Morphological Analysis Summary ,[object Object],[object Object],[object Object],[object Object],06/07/09
Group Techniques ,[object Object],[object Object],[object Object],[object Object],06/07/09
Relevance Trees ,[object Object],[object Object],[object Object],[object Object],[object Object],06/07/09
Relevance Tree - Morphological Analysis 06/07/09
Expert Opinion ,[object Object],[object Object],[object Object],06/07/09 Data, Insight Surveillance Material Change Trend  Analysis Formal Application Productive Expert Opinion
Glocal Vantage, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Paul Schumann ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
This work is licensed under the Creative Commons Attribution license. You may distribute, remix, tweak, and build upon this work, even commercially, as long as you credit me for the original creation as Paul Schumann, Glocal Vantage Inc, www.glocalvantage.com.

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Forecasting Technological Change (3)

  • 1. Forecasting Technological Change Session 3. Expert Opinion Techniques Paul A. Schumann, Jr. Glocal Vantage, Inc. 06/07/09
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  • 9. Conversation 06/07/09 Values Information Same Different Same Different Converse Converse Argue Build Intimacy Creativity Temperament
  • 10. Johari Window 06/07/09 Self Others Know Don’t Know Know Don’t Know
  • 12. Temperaments 06/07/09 Source: Grant (www.glocalvantage.com/ StrategicPartners/Grant.html Objective/External Subjective/Internal Past Future SJ Traditionalist Stablizer Consolidator NF Catalyst Spokesperson Motivator SP Troubleshooter Negotiator Firefighter NT Visionary System Architect Integrator Present
  • 13. Interviews 06/07/09 Highly Structured Unstructured Usefulness for TF
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  • 24. Sample Page 06/07/09 Source: Global Futures Forum
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  • 31. GW Forecast of Emerging Technologies (cont.) 06/07/09 Source: www.gwforecast.gwu.edu
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  • 33. Importance to S&T 06/07/09
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  • 41.
  • 42. Nominal Group Process 06/07/09 Pose question or problem Select experts Arrange meeting Explain purpose Explain process Pose problem or question Moderator leads discussion Each idea in turn Non-judgmental Each expert given chance to explain their idea Not justify In silence In rotation Each expert records an idea on a chart or wall board for all to see All ideas recorded Additional ideation encouraged In silence (20 minutes) Experts record all the ideas or solutions they can come up with Break Moderator explains rating system In silence Each expert rates each of the ideas Moderator summarizes results
  • 43.
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  • 51. Hub & Spoke Model 06/07/09 First order Impacts Second Order Impacts Third Order Impacts Event or Trend
  • 52. Example of Impact Analysis (partial) 06/07/09 Source: Vanston, TFI
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  • 54. Hub & Spoke Model 06/07/09 First order Impacts Second Order Impacts Third Order Impacts Event or Trend 0.5 1 0.3 0.15
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  • 62.
  • 63. Morphological Analysis Process 06/07/09 Potential Future State or Existing State Sub-states Potential Ways to Achieve Sub-state
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  • 72. Relevance Tree - Morphological Analysis 06/07/09
  • 73.
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  • 76. This work is licensed under the Creative Commons Attribution license. You may distribute, remix, tweak, and build upon this work, even commercially, as long as you credit me for the original creation as Paul Schumann, Glocal Vantage Inc, www.glocalvantage.com.