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UXDX2
4
1
Integrating
Strategic
Foresight into
Product Design
JOD KAFTAN
HEAD OF PRODUCT DESIGN, ORACLE
NYC, MAY 17th, 2024
UXDX2
4
2
CONTENT Part 1: Theory
Foresight and Futures Thinking
Foundations
Part 2: Practice
Integrating Foresight into the
Enterprise
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THEORY /
FORESIGHT AND
FUTURES
THINKING
FOUNDATIONS
UXDX2
4
Our species is
misnamed. Though
sapiens defines us
as ‘wise,’ what
humans do
especially well is
prospect the
future. We are
Homo prospectus.
—MARTIN SELIGMAN, HOMO PROSPECTUS
Futures thinking is a mindset that
involves exploring potential future
scenarios, trends, and drivers of change.
It is a creative and exploratory process
that acknowledges uncertainty and
considers multiple possible futures:
FUTURES THINKING
Strategic foresight is a structured and
systematic approach used by organizations
to anticipate and prepare for potential
future opportunities and challenges.
STRATEGIC FORESIGHT
Defining Strategic Foresight & Futures Thinking
Drivers are ”tides” or, underlying
factors in the present that shape
the future with deep roots in
historical patterns of change.
They can be cultural, economic,
technological, or environmental
—but most often they are a
combination of these forces.
Futures Vocabulary Drivers & Signals
Signals are “waves,” or a “hit” when
we scan our surroundings for
evidence of a ‘”specific example
the future happening today.”
A signal is often a recent small or
local innovation (a new product,
service, initiative, policy, datapoint,
social convention or technology)
with the potential to affect how we
we might live in the future..
Drivers Signals
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7
Examples of
Some Recent
Signals
Distributed Mobile Solar Grids
The next wave of economic justice provides energy
access to the unhoused
Cell-Cultured Sushi
Creates the potential to spare billions of living creatures from overfishing
and reduced use of precious land resources used to feed fish
Floating Cities
United Nations unveiled a design for a new floating city that can
withstand category five hurricanes
The Two Imagination Mindsets for Futures Thinking
Positive
Imagination
Shadow
Imagination
Both are
necessary
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Futures are
Prototyped
with Scenarios
There are a few types of futures scenarios—fiction,
recollection and history. All have their value.
Ultimately they all tell a story so the future
becomes more credible.
A fiction is a familiar presentation language for
readers, and they can more readily grasp the
changes to one’s life that emerge from the
scenario. A story model lets you describe some of
the more nuanced aspects of a scenarist future
DESIGN FICTION
DEVELOPMENTAL
(PROTECT)
EVOLUTIONARY
(EXPERIMENT)
The Foresight Practice Model is Evolutionary-Developmental
The central purpose of
developmental processes is to
protect the system, to
predictably advance a complex
system and ensure that past
successful evolutionary
experiments are protected and
maintained..
DEVELOPMENTAL
The central purpose of
evolutionary processes, whether
viewed by organisms, in
organizations, or in societies, is
to experiment in unpredictable
ways, to fail often, and ideally, to
learn from failures.
EVOLUTIONARY
DEVELOPMENTAL
(PROTECT)
EVOLUTIONARY
(EXPERIMENT)
The Foresight Practice Model is Evolutionary-Developmental
D
i
v
e
r
g
e
C
o
n
v
e
r
g
e
D
i
v
e
r
g
e
C
o
n
v
e
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g
e
Problem Space Solution Space
The Foresight Hourglass
Green marketing is a practice whereby companies seek to go above and beyond traditional marketing by promoting.
PAST
FUTURE
FUTURE
PRESENT
HINDSIGHT INSIGHT FORESIGHT
FUTURE
PAST PRESENT
X
Preferred Future
(The Good)
Possible Futures
(The Beautiful)
Probable Futures
(The True)
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Every society faces not
merely a succession of
probable futures, but
an array of possible
futures, and a conflict
over preferable
futures.
—AlVIN TOFFLER, FUTURE SHOCK
UXDX2
4
The Foresight Pyramid
Foresight impact is achieved through the integration of rational and emotional processes in living systems.
PAST
Preferred Future
Possible Future
Probable Future DEVELOPMENTAL EVOLUTIONARY
D
Opportunity-Focuse
d
Values-based
Political
Collaborative
Utilitarian
More Art
Empirical
Divergent
Exploratory
Indeterminate
More Science
Rational
Logical
Convergent
Deterministic
Preventable Future
Threat-focused
Risk-focused
Political
Skeptical
Preventable
Then,
Sentiment Contrasting
First,
Predictive Contrasting
1 2
3 4
Foresight
Considers 6
Domains
Self Team Organization Society Global Universal
The Foresight Four-Step LFAR Loop is Oddly Reminiscent of …
Strategic
Foresight
Design
Thinking
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PRACTICE /
INTEGRATING
FORESIGHT INTO
ENTERPRISE
DESIGN
UXDX2
4
UXDX2
4
INTRODUCTION
Why Design & Foresight?
1
8
Let’s start with two relevant definitions of design:
"Everyone designs who devises courses of
action aimed at changing existing situations
into preferred ones." —Herb Simon
"The work of design is to give is to give
form to things." —Christopher Alexander
MANAGING UNCERTAINTY
AND THE UNPREDICTABLE
ALIGNING WITH
EXISTING PROCESSES
SHORT TERM
REVENUE PRESSURE
TENSION BETWEEN
INNOVATION & RISK
Typical Barriers to Long-Term Thinking
LEARN FORESEE ACT
Signals Guild
Horizon STEEP Scan
Retrofuturist Analysis
Futures Wheel
Scenarios
Future Artifacts
Futures Workshop
Third Horizon Integration
Action Roadmap
Foresight Interventions You Can Do Now
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SIGNALS GUILD
What: Create a cross-functional tribe of Futurists that are regularly collecting signals
related to your product/industry. Signals can be shared over Slack/Teams and then
discussed prioritized in regular f2f check-ins
Good For: Managing uncertainty and the unpredictable
HORIZON STEEP SCAN
What: Capture signals around a central question (i.e. “how might Americans commute to work
in the future?” through STEEP lenses, evaluate the impact and extract opportunities.
Good For: Managing uncertainty and the unpredictable
RETROFUTURIST ANALYSIS
What: This is an activity in which you look back to look forward with the purpose of
understanding how historic futurist movements envisioned progress—including what change
they foresaw and why, as well as the unintended consequences in their pov.
Good For: Short-Term Revenue Pressure
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FUTURES WHEEL
What: The Futures Wheel is a visual representation that resembles a wheel, with the
central event or idea at its core and multiple spokes branching out to explore related
consequences. Provides a structured approach to exploring a wide range of
consequences and their relationships
Good For: Managing uncertainty and the unpredictable
SCENARIOS
What: Scenarios in strategic foresight are alternative, plausible, and equally likely futures
developed to anticipate and prepare for potential challenges that may impact a project or
organization. Scenario planning is a tool for simplifying complexity and gaining strategic insight
into wicked problems, rather than predicting the future or forecasting trend
Good For: Managing uncertainty and the unpredictable
FUTURES ARTIFACTS
What: This is an activity in which you look back to look forward with the purpose of
understanding how historic futurist movements envisioned progress—including what change
they foresaw and why, as well as the unintended consequences in their pov.
Good For: Managing uncertainty and the unpredictable
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FUTURES WORKSHOP
What: Bring together a x-functional group through the foresight/futures end-to-end
process —from signals to action roadmap in a single workshop.
Good For: Aligning with existing processes
THIRD HORIZON INTEGRATION
What: The Third Horizon (H3) specifically focuses on transformative emerging changes, ideas
about possible futures, and visions of preferred futures. It represents the long-term successor
to the current state of affairs (business-as-usual) and is characterized by completely new
opportunities that grow from fringe activities in the present
Good For: Short-term revenue pressure
ACTION ROADMAP
What: AR is a practical instrument within the IFTF's toolkit that guides users to work
backwards from their envisioned future to the present, identifying specific steps they can
take today, this month, this year, and this decade to make a significant impact on the future3.
Good For: Short-Term Revenue Pressure
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24
How-To/Learning References
LEARN
HORZON STEEP SCAN - Link
RETROFUTURIST ANALYSIS -
Link
FORESEE ACT
FUTURES WHEEL - Link
SCENARIOS - Link
SIGNALS GUILD- Link
FUTURES ARTIFACTS - Link
FUTURES WORKSHOP - Link
THIRD HORIZON INTEGRATION
- Link
ACTION ROADMAP - Link
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Q&A
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Good Bye!
THANK YOU!
https://www.linkedin.com/in/jodkaftan
JOD KAFTAN

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Improving Product Design with Futurism at ORACLE

  • 1. UXDX2 4 1 Integrating Strategic Foresight into Product Design JOD KAFTAN HEAD OF PRODUCT DESIGN, ORACLE NYC, MAY 17th, 2024
  • 2. UXDX2 4 2 CONTENT Part 1: Theory Foresight and Futures Thinking Foundations Part 2: Practice Integrating Foresight into the Enterprise
  • 4. Our species is misnamed. Though sapiens defines us as ‘wise,’ what humans do especially well is prospect the future. We are Homo prospectus. —MARTIN SELIGMAN, HOMO PROSPECTUS
  • 5. Futures thinking is a mindset that involves exploring potential future scenarios, trends, and drivers of change. It is a creative and exploratory process that acknowledges uncertainty and considers multiple possible futures: FUTURES THINKING Strategic foresight is a structured and systematic approach used by organizations to anticipate and prepare for potential future opportunities and challenges. STRATEGIC FORESIGHT Defining Strategic Foresight & Futures Thinking
  • 6. Drivers are ”tides” or, underlying factors in the present that shape the future with deep roots in historical patterns of change. They can be cultural, economic, technological, or environmental —but most often they are a combination of these forces. Futures Vocabulary Drivers & Signals Signals are “waves,” or a “hit” when we scan our surroundings for evidence of a ‘”specific example the future happening today.” A signal is often a recent small or local innovation (a new product, service, initiative, policy, datapoint, social convention or technology) with the potential to affect how we we might live in the future.. Drivers Signals
  • 7. patter n www.yoursite.co m 7 Examples of Some Recent Signals Distributed Mobile Solar Grids The next wave of economic justice provides energy access to the unhoused Cell-Cultured Sushi Creates the potential to spare billions of living creatures from overfishing and reduced use of precious land resources used to feed fish Floating Cities United Nations unveiled a design for a new floating city that can withstand category five hurricanes
  • 8. The Two Imagination Mindsets for Futures Thinking Positive Imagination Shadow Imagination Both are necessary
  • 9. patter n www.yoursite.co m Futures are Prototyped with Scenarios There are a few types of futures scenarios—fiction, recollection and history. All have their value. Ultimately they all tell a story so the future becomes more credible. A fiction is a familiar presentation language for readers, and they can more readily grasp the changes to one’s life that emerge from the scenario. A story model lets you describe some of the more nuanced aspects of a scenarist future DESIGN FICTION
  • 10. DEVELOPMENTAL (PROTECT) EVOLUTIONARY (EXPERIMENT) The Foresight Practice Model is Evolutionary-Developmental The central purpose of developmental processes is to protect the system, to predictably advance a complex system and ensure that past successful evolutionary experiments are protected and maintained.. DEVELOPMENTAL The central purpose of evolutionary processes, whether viewed by organisms, in organizations, or in societies, is to experiment in unpredictable ways, to fail often, and ideally, to learn from failures. EVOLUTIONARY
  • 11. DEVELOPMENTAL (PROTECT) EVOLUTIONARY (EXPERIMENT) The Foresight Practice Model is Evolutionary-Developmental D i v e r g e C o n v e r g e D i v e r g e C o n v e r g e Problem Space Solution Space
  • 12. The Foresight Hourglass Green marketing is a practice whereby companies seek to go above and beyond traditional marketing by promoting. PAST FUTURE FUTURE PRESENT HINDSIGHT INSIGHT FORESIGHT FUTURE PAST PRESENT X Preferred Future (The Good) Possible Futures (The Beautiful) Probable Futures (The True)
  • 13. patter n www.yoursite.co m Every society faces not merely a succession of probable futures, but an array of possible futures, and a conflict over preferable futures. —AlVIN TOFFLER, FUTURE SHOCK UXDX2 4
  • 14. The Foresight Pyramid Foresight impact is achieved through the integration of rational and emotional processes in living systems. PAST Preferred Future Possible Future Probable Future DEVELOPMENTAL EVOLUTIONARY D Opportunity-Focuse d Values-based Political Collaborative Utilitarian More Art Empirical Divergent Exploratory Indeterminate More Science Rational Logical Convergent Deterministic Preventable Future Threat-focused Risk-focused Political Skeptical Preventable Then, Sentiment Contrasting First, Predictive Contrasting 1 2 3 4
  • 15. Foresight Considers 6 Domains Self Team Organization Society Global Universal
  • 16. The Foresight Four-Step LFAR Loop is Oddly Reminiscent of … Strategic Foresight Design Thinking
  • 18. UXDX2 4 INTRODUCTION Why Design & Foresight? 1 8 Let’s start with two relevant definitions of design: "Everyone designs who devises courses of action aimed at changing existing situations into preferred ones." —Herb Simon "The work of design is to give is to give form to things." —Christopher Alexander
  • 19. MANAGING UNCERTAINTY AND THE UNPREDICTABLE ALIGNING WITH EXISTING PROCESSES SHORT TERM REVENUE PRESSURE TENSION BETWEEN INNOVATION & RISK Typical Barriers to Long-Term Thinking
  • 20. LEARN FORESEE ACT Signals Guild Horizon STEEP Scan Retrofuturist Analysis Futures Wheel Scenarios Future Artifacts Futures Workshop Third Horizon Integration Action Roadmap Foresight Interventions You Can Do Now
  • 21. patter n www.yoursite.co m SIGNALS GUILD What: Create a cross-functional tribe of Futurists that are regularly collecting signals related to your product/industry. Signals can be shared over Slack/Teams and then discussed prioritized in regular f2f check-ins Good For: Managing uncertainty and the unpredictable HORIZON STEEP SCAN What: Capture signals around a central question (i.e. “how might Americans commute to work in the future?” through STEEP lenses, evaluate the impact and extract opportunities. Good For: Managing uncertainty and the unpredictable RETROFUTURIST ANALYSIS What: This is an activity in which you look back to look forward with the purpose of understanding how historic futurist movements envisioned progress—including what change they foresaw and why, as well as the unintended consequences in their pov. Good For: Short-Term Revenue Pressure
  • 22. patter n www.yoursite.co m FUTURES WHEEL What: The Futures Wheel is a visual representation that resembles a wheel, with the central event or idea at its core and multiple spokes branching out to explore related consequences. Provides a structured approach to exploring a wide range of consequences and their relationships Good For: Managing uncertainty and the unpredictable SCENARIOS What: Scenarios in strategic foresight are alternative, plausible, and equally likely futures developed to anticipate and prepare for potential challenges that may impact a project or organization. Scenario planning is a tool for simplifying complexity and gaining strategic insight into wicked problems, rather than predicting the future or forecasting trend Good For: Managing uncertainty and the unpredictable FUTURES ARTIFACTS What: This is an activity in which you look back to look forward with the purpose of understanding how historic futurist movements envisioned progress—including what change they foresaw and why, as well as the unintended consequences in their pov. Good For: Managing uncertainty and the unpredictable
  • 23. patter n www.yoursite.co m FUTURES WORKSHOP What: Bring together a x-functional group through the foresight/futures end-to-end process —from signals to action roadmap in a single workshop. Good For: Aligning with existing processes THIRD HORIZON INTEGRATION What: The Third Horizon (H3) specifically focuses on transformative emerging changes, ideas about possible futures, and visions of preferred futures. It represents the long-term successor to the current state of affairs (business-as-usual) and is characterized by completely new opportunities that grow from fringe activities in the present Good For: Short-term revenue pressure ACTION ROADMAP What: AR is a practical instrument within the IFTF's toolkit that guides users to work backwards from their envisioned future to the present, identifying specific steps they can take today, this month, this year, and this decade to make a significant impact on the future3. Good For: Short-Term Revenue Pressure
  • 24. patter n www.yoursite.co m 24 How-To/Learning References LEARN HORZON STEEP SCAN - Link RETROFUTURIST ANALYSIS - Link FORESEE ACT FUTURES WHEEL - Link SCENARIOS - Link SIGNALS GUILD- Link FUTURES ARTIFACTS - Link FUTURES WORKSHOP - Link THIRD HORIZON INTEGRATION - Link ACTION ROADMAP - Link