backcasting - ia summit 2007 session presentation
Post on 17-Oct-2014
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DESCRIPTION
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 VegasTRANSCRIPT
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Backcasting“or how I learned to stop predicting and help my clients“
IA Summit 2007Las Vegas
Matthew Milan
Critical Mass
Sam Ladner
York University
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On Turbulent Environments
Backcasting Background
Backcasting as Information Architecture
Is That a Discovery Process in Your Pocket?
Session Overview
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Turbulent Environments
“Take me to the river…“
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Turbulent Environments
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Strategy is Turbulent
How do you navigate a turbulent environment?
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Every River Needs a Guide
You are your client’s guide
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Backcasting is a Navigational Tool
It helps you to create plans for changing environments
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There’s more then one path
But you don’t always know the right path beforehand
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Scouting Ahead
Not “how DO we get here”, but “how DID we get here”
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Backcasting Background
“A recipe for people who hate to predict“
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1950s ► ProtoBackcasting ► AT&T
1970s ► MultiScenario Planning ► Shell
1990s ► Big Backcasting ► Robinson & SDRI
2000s ► Agile Backcasting?
Casting Back
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Complex Undertaking
Resource Intensive
Time Consuming
Inaccessible to Non-Experts
Problems with Big Backcasting
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Why do backcasting?
Good strategy lets you see the entire landscape
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Simplify the Process
Lightweight
Quick and Agile
Accessible & Engaging
Better Backcasting?
► Participatory Modeling
► Sorting & Grouping
► 3 to 6 hours
► Facilitation Framework
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Backcasting as Information Architecture
“The Strategic Design of Shared Information Environments“
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Where’s the IA?
Information Architecture as visual organization and modeling
Information Architecture as a thinking framework
Information Architecture as structuring information environments through time
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The Elements of Backcasting
Set timeline
Baseline current state
Define future states
Identify indicators
Assess risks and create action plan
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The Backcasting Map
Backcasting in five easy steps
Set the timeframe
tnow tfuture
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The Backcasting Map Baseline the current state
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The Backcasting Map Define Possible Future States
Hot Rod
Minivan
Little Deuce Coupe
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The Backcasting Map Work Backwards and Identify Indicators
Hot Rod
Minivan
Little Deuce Coupe
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The Backcasting Map Assess Risks, Opportunities and Actions
Hot Rod
Minivan
Little Deuce Coupe
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A Discovery Process in Your
Pocket“Stop Predicting and Start Helping“
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What do you need?
Visual Language – The “Map”
Facilitation Skills
The Ability to Translate Concepts Into Indicators
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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
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Case Study: OmniBank
Fortune 500 Financial Services Firm
Multi-Stage Redesign
Multiple Stakeholders
No Clear Strategy
Client Desire to Learn Adaptability
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Mapping OmniBank Strategy
Focus on the map, not political agendas
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Capture Everything
…including insights about your clients
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Elicit Problems and Solutions
Ask hard questions and you’ll get solutions
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Deep Dive on Indicators
Robust indicators of success mean robust success
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Identify Immediate Actions
30, 60 and 90-day action plans move projects forward
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Take Me To The River