Hesiod, Hypnos, Foresight, and Anticipation

Jari Kaivo-oja:

Hesiod and Hypnos

Hypnos (Greek word: Ὕπνος) was the personification of a dream in Greek mythology, the Roman equivalent of which was Somnus. He was the twin brother of Nyks, the night, and Erebos, darkness, and of Thanatos, death. Hypnos is depicted in ancient art as either a naked young man with wings on the temples or a bearded man with wings on his shoulders.

Greet poet Hesiod, a Greek poet who wrote about Hypnos and his role in Greek mythology in his epic poem “the Birth of the Gods” (Θεογονία, Theogonia), describing the ancestry and lineages of the gods in Greek mythology. The poem comprises 1,020 verses. The literary form of the Birth of the Gods became established in the 500s before the dawn of time. At that time, new parts were added to the poem, such as verses 901–1020 at the end of the classic poem. Traditions continued to develop even after the work of Hesiod.  

However, the work of Hesiod has often been used as a reference work for Greek mythology. Hesiod is generally regarded by Western authors as the first written poet in the Western tradition to regard himself as an individual persona with an active role to play in his subject. We can easily find the relevance of this special topic in the actor-network theory of foresight. Among other things, Herodotus considered Hesiod an authority regarding the names of the gods and their attributes (Herodotos: Historiateos II.53, Herodotus 1993).

From the historical perspective, Hesiod should be referred to as a basic fundamental source of narrative storytelling in the fields of foresight and anticipation. Abductive reasoning (also called abduction, abductive inference, or retroduction) is an elementary issue in storytelling and narrative thinking, and it is a form of logical inference that seeks the simplest and most likely conclusion from a set of observations. Abductive reasoning was formulated and advanced by American philosopher Charles Sanders Peirce beginning in the last third of the 19th century (see good motivation of this issue in Peabody 1975. Josephson & Josephson 1994, Peirce 1998, Walton 2001, Carson 2009, Milojević & Inayatullah 2015, Syll 2023).

In the of economic thought, Hesiod can be seen as a central source of thinking before Adam Smith and some scholars keep Hesiod as a father of humanistic economics (see Brockway 2001, Gordon 1975).

Futures dialogues, future-oriented dreams, and visions can be defined to be forms of socio-therapy

Quality of sleep has a very significant impact on human thinking, as sleep is essential for brain function and cognitive performance. During normal sleep, the brain (1) consolidates memories, (2) processes information, and (3) repairs itself. When we don’t get enough good quality sleep, our cognitive performance can suffer in various ways. For example, our ability to focus, pay attention, and concentrate can be impaired. We may also experience memory problems and have difficulty learning and retaining new information. Research has shown that sleep deprivation can also negatively affect our mood and emotions, causing us to feel irritable, anxious, and depressed. In addition, lack of sleep can compromise our decision-making ability, judgment, and creativity. On the other hand, getting enough high-quality sleep has been shown to enhance cognitive performance, improve memory consolidation, and enhance overall brain function. (see e.g. Walker 2017, Nelson et al. 2022). Quality of sleep is thus very important for human creativity and human understanding.

We should also see the importance of dialogue as a form of socio-therapy. Futurists are creating all kinds of dialogues and from this perspective, we should understand in a better way that these dialogues can be interpreted to be a form of socio-therapy (see Bohm & Edwards 1991, Bohm 1992). Only a few futurists understand their societal role as socio-therapists.

Hypnos and dialogical narratives

Greek mythology can often be seen as a starting point for dialogical narratives. In the context of foresight and qualitative anticipative storytelling research, one can always lean on classic stories and myths. Greek mythologies can be associated with basic human problems, challenges, and humanism.  

There are many good reasons to analyze Hypnos and Hypnos´s relation to foresight and anticipation research. According to some sources, the personifications of dreams, thousands of oneiros, would be descendants of Hypnos, but they are reported in older sources to be descended directly from Nyks (Hesiod, trans. 1914). Among them is mentioned as Morpheus, who announced prophecies in dreams, both Fobetor and Fantasos, which were sources of false visions and dreams. (See Ovid Books, 1922). Thus, Hesiod can be linked also to the pre-history of visionary thinking, foresight, and anticipation.  

The ability to dream is not a self-evident issue

In many ways, Hypnos symbolizes the importance of dreams for people and their decision-making. The ability to dream is strongly associated with dreams and their quality. Sleep is crucial for our brain’s cognitive functions, including memory consolidation and problem-solving. Getting enough restful sleep can enhance our ability to think creatively and solve problems, which can lead to more visionary thinking during our waking hours. Dreams and sleep are important components of visionary thinking because they allow our minds to explore and imagine beyond the constraints of our waking reality.

Dreams and sleep are closely connected to visionary thinking because they allow our minds to enter a state of creativity and imagination that is often difficult to access during our waking hours. Normally, during the dreaming phase of sleep, our brains are highly active, and we are able to create vivid and often surreal experiences that can be interpreted as a form of visionary thinking. Dreams can be a source of inspiration for artists, writers, other creative artists, and scientists, as they often contain imagery and themes that are both symbolic and deeply personal.

Hypnos, the legacy of foresight research, and anticipation theory

Anticipation and foresight are closely related concepts, but there are some key differences between them. Very often these concepts remain undefined and are seen as the same things.

Normally, anticipation refers to the act of expecting or predicting something to happen in the future. It involves recognizing a future event and making plans or preparations based on that expectation. Anticipation can be based on past experiences, current trends or patterns, or intuition.

On the other hand, foresight activities involve a deeper level of thinking about the future. Foresight involves considering multiple potential scenarios, analyzing the potential consequences of each, and making strategic plans to prepare for those possibilities. The “fully-fledged foresight” includes the choice of foresight methods, networking and stakeholder analyses, and models of decision-making. Foresight requires a broader perspective and a willingness to consider multiple perspectives and possibilities. It requires also a basic understanding of stakeholders and networks and decision-making criteria. The choice of foresight methods can be based on the FAROUT criteria (future orientation, accuracy, resources, objectivity, usefulness, and timelines).

Perfect rationality, imperfect rationality, problematical rationality, or irrationality?

In other words, anticipation is more reactive, and focused on a specific event or outcome, while foresight is proactive, and focused on anticipating and planning for a range of possible outcomes and their consequences. This critical difference leads logically to different relations to the Hypnos issue and especially to visionary thinking and leadership. Actually, it may be not easy to be very visionary, if we are focused only on a specific issue or event. As noted by Robert K. Merton Professor of Social Sciences (Jon Elster 1978, 1979) there is a descending sequence from perfect rationality, through imperfect and problematical rationality, to irrationality in human thinking. Rational explanation is not the same analogous thing as understanding a thing or phenomenon. We have seen many very problematic examples of siloed anticipation studies where a potential balance between reductionist and holistic thinking is not much questioned or less critically discussed (see updated discussion of Anderson 2022, Jackson 2019).

In Figure 1 we can observe three basic scientific approaches: the fully holistic research approach, the mixed holistic and reductionist approach, and the fully reductionist approach. All futures researchers (and maybe all others researchers too) should be aware of these three basic methodological alternatives.

Figure 1. A holistic research approach and a reductionist research approach.

We should always define, whether are we going to explain or understand human behavior because these two human activities are different activities and lead us to different methodological choices. A holistic research approach typically supports understanding phenomena, but a reductionist approach may help in explaining phenomena. Boundaries between these methodological approaches (solutions) are not always very clear and there are also boundary options (mixed holistic and reductionist approaches).

In the future, we may be more visionary with “fully-fledged three foresight pillars” of methods, network analyses, and decision-making models. As many times noted in various scientific discussions, a loss of one or two foresight research pillars leads surely to an unsuccessful foresight process. A deep understanding of methodological choices, network/stakeholder context, and decision-making model with decision criteria, is surely needed for a successful foresight process.

To summarize, anticipation is about predicting a specific outcome and taking action to prepare for it, while foresight involves a more comprehensive and strategic approach to planning for the future, considering multiple possibilities and their potential consequences. Hopefully, our bright and dark journeys in the Hypnos world will lead us to think about many alternatives, even surprising options, wild card scenarios, and not business-as-usual alternatives.

Unfortunately, Business-As-Usual (BAU) scenarios often dominate siloed and highly theoretical and siloed anticipation studies. It is good to be aware that whenever we abandon the use of many perspectives in the context of future-oriented research, we do not make use of holistic thinking and end up with siloed reductionist studies.

The most low-quality foresight research is to present the BAU scenario and almost identical other scenarios as supposedly alternative scenarios. I have noticed these kinds of problematic methodological issues in the context of several foresight studies (see for example, Kaivo-oja, Keskinen & Rubin 1997, Kaivo-oja, Rubin & Keskinen 1998).

Jari Kaivo-oja

Research Director, PhD, Finland Futures Research Centre, Turku School of Economics, University of Turku;
Adjunct Professor (University of Helsinki, University of Lapland, and University of Vaasa);
Professor (Social Sciences), Kazimiero Simonavičiaus University, Vilnius, Lithuania


References and background literature

Anderson, Monica (2022) The Red Pill of Machine Learning. Experimental Epistemology. Web:

Bohm, David & Edwards, Mark (1991) Changing Consciousness: Exploring the Hidden Source of the Social, Political, and Environmental Crises Facing Our World. HarperCollins. San Francisco.

Bohm, David (1992) Thought as a System. Routledge. London and New York.

Brockway, George P. (2001) The End of Economic Man: An Introduction to Humanistic Economics, 4th edition (2001), p. 128.

Carson, David (2009) The Abduction of Sherlock Holmes. International Journal of Police Science & Management. 11 (2), p. 193–202.

Dosi, Roberto (2017) Introduction to Anticipation Studies. Anticipation Science 1. Springer.

Elster, Jon (1978) Logic and Society. Contradictions and Possible Worlds. John Wiley & Sons. Chichester and New York,

Elster, Jon (1979) Ulysses and the Sirens: Studies in Rationality and Irrationality. Cambridge University Press. Cambridge.

Evelyn-White, Hugh G. (1964) Hesiod, The Homeric Hymns and Homerica. Loeb Classical Library, Vol. 57, Harvard University Press, Boston, USA.

Gordan, Barry J. (1975) Economic Analysis Before Adam Smith: Hesiod to Lessius (1975), First Edition, Basingstoke and London, p. 3.

Griffin, Jasper (1986) Greek Myth and Hesiod, in J. Boardman, J. Griffin and O. Murray (eds.), The Oxford History of the Classical World. Oxford University Press, Oxford, p. 88.

Hardie, Philip, Barchiesi, Alessandro, and Hinds, Stephen (1991) Ovidian Transformations: Essays on Ovid’s Metamorphoses and its Reception. Series: Proceedings of the Cambridge Philological Society Supplementary Volume. Volume: 23. Cambridge Philological Society,

Herodotos: Historiateos II.53

Herodotus (1993) Historiae. Volume II: Books V-IX. Third Edition. Edited by K. Hude. Oxford Classical Texts. Oxford: Oxford University Press. Oxford.

Hesiod, Homeric Hymns, Epic Cycle, Homerica. Translated by Evelyn-White, H G. Loeb Classical Library Volume 57. London: William Heinemann, 1914.

Inkinen, Sam & Kaivo-oja, Jari (2009) Understanding Innovation Dynamics. Aspects of Creative Processes, Foresight Strategies, Innovation Media and Innovation Ecosystems. Finland Futures Research Centre. Turku School of Economics. FFRC eBooks 9/2009. Turku. 

Jackson, Michael J. (2019) Critical Systems Thinking and the Management of Complexity. Responsible Leadership for a Complex World. First Edition. John Wiley and Sons. UK and USA.

Josephson, John R. & Josephson, Susan G., (eds.) (1994) Abductive Inference: Computation, Philosophy, Technology. Cambridge University Press. Cambridge, UK; New York.

Kaivo-oja, Jari (2017) Towards Better Participatory Processes in Technology Foresight: How to Link Participatory Foresight Research to the Methodological Machinery of Qualitative Research and Phenomenology? Futures, Volume 86, February 2017, p. 94–106.

Kaivo-oja, Jari, Keskinen, Auli & Rubin, Anita (1997) Eurooppa-selonteko ja tulevaisuudentutkimus [European reporting and futures research]. FUTURA, Vol. 16. No. 1, p. 6–15.

Kaivo-oja, Jari, Rubin, Anita & Keskinen, Auli (1998) Proaktiivisa toimijoita vai koekaniineita Euroopan tietoyhteiskuntalaboratoriossa? Lipposen hallituksen tulevaisuusselonteon kommentointia tulevaisuudentutkimuksen näkökulmasta [Proactive Actors or Guinea Pigs in the European Information Society Laboratory? Commenting on Lipponen’s Government Report on the Future from the Perspective of Futures Research]. Tulevaisuuden tutkimuskeskus. Turun kauppakorkeakoulu. FUTU-julkaisu 4/98, Turku.

Kaivo-oja, Jari & Roth, Steffen (2023) Strategic Foresight for Competitive Advantage: A Future-oriented Business and Competitive Analysis Techniques Selection Model.  International Journal of Forensic Engineering and Management. Forthcoming. ©Inderscience Publishers.

Keenan, Michael, Loveridge, Dennis, Miles, Ian & Kaivo-oja, Jari (2003) Handbook of Knowledge Society Foresight. Prepared by PREST and FFRC for the European Foundation for the Improvement of Living and Working Conditions. Final Report, Annex B, European Foundation. Dublin. Web:

Milojević, Ivana & Inayatullah, Sohail (2015) Narrative Foresight. Futures, Volume 73, October 2015, p. 151–162.

Moe, Sverre and Kaivo-oja, Jari (2018) Model Theory and Observing Systems. Notes on the Use of Models in Systems Research. Kybernetes, Vol. 47, Issue: 9, p. 1690–1703. 

Nelson, Kathy L., Davis, Jean E. & Corbett, Cynthia F. (2022) Sleep Quality: An Evolutionary Concept Analysis. Nursing Forum. Vol. 57(1), p. 144–151.

Ovid (1922) Metamorphoses. Translated by More, Brookes. Boston, Cornhill Publishing Co.

Peabody, Berkley (1975) The Winged Word: A Study in the Technique of Ancient Greek Oral Composition as Seen Principally Through Hesiod’s Works and Days. State University of New York Press.

Peirce, Charles Sanders (1998) On the Logic of Drawing Ancient History from Documents. The Essential Peirce, Volume 2, Selected Philosophical Writings (1893-1913), Peirce Edition Project, Indiana University Press, Bloomington and Indianapolis, p. 107–9.

Rothbard, Murray N. (1995) Economic Thought Before Adam Smith: Austrian Perspective on the History of Economic Thought, vol. 1, Cheltenham, UK: Edward Elgar Publishing (1995), p. 8;

Syll, Lars P. (2023) Deduction, Induction, and Abduction. In Jesper Jespersen, Victoria Chick, Bert Tieben (Eds.) Routledge Handbook of Macroeconomic Methodology. Routledge, London.

Walker, Matthew (2017) Why We Sleep. The New Science of Sleep and Dreams. Simon and Schuster Inc. New York, USA.

Walton, Douglas (2001) Abductive, Presumptive and Plausible Arguments. Informal Logic. Vol. 21 (2), p. 141–169.

West, Martin Litchfield (1966) Hesiod: Theogony, Oxford University Press. Oxford. 


Picture: Pixabay.com

Trends relevant to the NATO memberships of Finland and Sweden: Measuring political stability and to absence of violence and terrorism

Jari Kaivo-oja;

Political Stability and Absence of Violence and Terrorism in Finland and Sweden

In response to Russia’s invasion of Ukraine in February 2022, Sweden and Finland applied to join NATO but faced objections from Turkey, which joined in 1952. Alarmed by Russia’s violent invasion of Ukraine, a year ago, Finland and Sweden abandoned decades of nonalignment and applied together to join the Western alliance. NATO requires the unanimous approval of its 30 existing members to expand, and Turkey and Hungary have failed so far to ratify the accession of the Nordic neighbours (situation in 19.3.2023). Turkiey (or Turkey), a member of NATO, has developed a strong, diversified economy, but it has also experienced periods of political and civic turmoil between Islamists, and secularists and ongoing ethnic tension with Kurdish separatists.

Political leaders in Turkey have criticised Finland and Sweden for their weak counter-terrorism policies. We may ask whether there is any truth in these claims? The Worldwide Governance Indicators (WGI) project reports aggregate and individual governance indicators for over 200 countries and territories over the period 1996–2021, for six dimensions of governance: (1) Voice and Accountability, (2) Political Stability and Absence of Violence/Terrorism, (3) Government Effectiveness, (4) Regulatory Quality, (5) Rule of Law and (6) Control of Corruption.

I can use the indicator set produced by the World Bank (2023) as an indicator of Political Stability and Absence of Violence/Terrorism (PSAVT). In Figure 1 we can observe PSAVT Percentile Rank trend development of Finland and Sweden in the years 1996–2021.

Figure 1. Finland and Sweden: Political Stability and Absence of Violence/Terrorism: Percentile Rank Development in years 1996–2021. Source: World Bank. Worldwide Governance Indicators (Statistics have been read 19.3.2023).

We note that in Finland and Sweden, the development of this PSAVT indicator has been at a high level, but it has weakened slightly since 2014. In this respect, Turkey’s concerns have not been entirely unfounded. Finland and Sweden have reason to reflect critically on the success of their security policies because the PSAVT indicator trends have indeed taken a turn for the worse.

Political Stability and Absence of Violence and Terrorism in Turkiye

Figure 2 shows the corresponding PSAVT indicator for stability and security developments in Turkiye. We can see that political stability and security developments in Turkiye have been at a very low level (below percentile 25 since 2006). Since 2006, the PSAVT trend in Turkiye has been decreasing although since 2016 it has slightly improved. From this point of security policy view, Turkiye’s concerns in this regard are quite understandable. Obviously, political leaders do not want the development to go in the same direction in Finland and Sweden. That is what they really have wanted to be absolutely convinced of.

Figure 2. Turkiye: Political Stability and Absence of Violence/Terrorism: Percentile Rank Development in years 1996–2021. Source: World Bank. Worldwide Governance Indicators (Statistics have been read 19.3.2023).

We can also compare the average PSAVT indicator development of Finland and Sweden with that of Turkey and see the numerical development of the difference in PSAVT indicators. This trend comparison is reported in Figure 3, where we see the average PSAVT difference being around indicator units.

Figure 3. Turkiye ja the average of Finland and Sweden: Political Stability and Absence of Violence/Terrorism: Percentile Rank Development in years 1996–2021. Source: World Bank. Worldwide Governance Indicators (Statistics have been read 19.3.2023).

In Figure 4, we also separately report the difference between the indicators between 1996 and 2021. According to my calculations, the average difference has been 76.6 percentage rank points between 1996 and 2021. From this considerable PSAVT difference, we can conclude that Finland and Sweden will probably increase security in the NATO countries, and will not reduce it.

Figure 4. Finland and Sweden vs. Turkiey: PSAVT Diffrence in years 1996–2021. Source: World Bank. Worldwide Governance Indicators (Statistics have been read 19.3.2023).

A positive point for figure 4 is the observation that the PSAVT trend of difference (Finland and Sweden vs. Turkiey) has been downward-sloping trend.

In Figure 5, I have also reported the indicators concerning the regulatory quality and the level of the rule of law in Finland and Sweden. These worldwide governance trend analyses tell that these two important qualitative indicators of the quality of governance are at a high level in Finland and Sweden.  In this respect, too, people in the NATO countries have no logical cause for big concern, if Finland and Sweden are accepted as full members of the NATO.

Figure 5. Regulatory Quality and Rule of Law, Percentile Rank in Finland and Sweden in years 1996–2021. Source: World Bank. Worldwide Governance Indicators (Statistics have been read 19.3.2023).

Today top experts like Halil Karaveli, a Senior Fellow with the Central Asia-Caucasus Institute & Silk Road Studies Program Joint Center, has noted in the Foreign Policy (Turkey’s Problem Isn’t Sweden. It’s the United States. – Foreign Policy) that “Turkey’s Problem Isn’t Sweden. It’s the United States”. President Recep Tayyip Erdoğan has focused on Stockholm’s stance toward Kurdish exile groups, but Turkiye’s real demand is the end of U.S. support for Kurds in Syria. Today and a long time ago, many political leaders in Turkiye have feared what will follow the de facto establishment in Syria of an autonomous Kurdish region, Rojava, controlled by affiliates of the PKK, which has been waging an insurgency against Ankara since 1984. The leaders in the United States, meanwhile, have opted to back the Kurds over Turkish objections, because the Kurdish militia was an ally against the Islamic State and remains a loyal U.S. asset in Syria after the defeat of that group (see The Myth of Erdogan’s Power – Foreign Policy).

If we look at worldwide governance indicators, it is relatively easy to accept these types of critical expert reviews. Turkiye clearly has both domestic and foreign policy reasons for discussing Finland’s and Sweden’s NATO memberships, even though Finland and Sweden are very worthy members of NATO.

The latest international news tells that Turkey’s President Recep Tayyip Erdogan says his government will move forward with ratifying Finland’s NATO application, paving the way for the country to join the military bloc ahead of Sweden. President Erdogan has suggested that his country may soon ratify Finland’s application to join NATO. Erdogan hints Turkey may ratify Finland’s NATO membership – ABC News (go.com).

Finally, it is to be hoped that both Finland and Sweden will be accepted as full NATO members, as these countries have a lot of high-level expertise in good governance, democracy, and security policy in relation to many other member states. We need to pay real attention to political stability and to the absence of violence and terrorism in the decision-making processes of international global politics.

Jari Kaivo-oja
Research Director, PhD, Finland Futures Research Centre, Turku School of Economics, University of Turku; Adjunct Professor (University of Helsinki and University of Lapland); Professor (Social sciences, Kazimiero Simonavičiaus University, Vilnius, Lithuania)

Background reading and references

Booth, Ken (2005) Critical Security Studies and World Politics. Boulder: Lynne Rienner Publishers.

Buzan, Barry (2007) People, States, and Fear: An Agenda for International Security Studies in the Post-Cold War Period. 2nd Edition. Colchester: ECPR Press.

Howard, Douglas Arthur (2001) The History of Turkey. The Greenwood Histories of Modern Nations: Westport, Connecticut, and London: Greenwood Publishing Group.

Peoples, Columba & Vaughan-Williams, Nick (2020) Critical Security Studies: An Introduction. 3rd Edition. London and New York: Routledge.

Sayle, Timothy Andrews (2019) Enduring Alliance: A History of NATO and the Postwar Global Order. Ithaca and London: Cornell University Press.

Waldman, Simon & Caliskan, Emre (2017) The New Turkey and Its Discontents. Oxford: Oxford University Press. World Bank. Worldwide Governance Indicators (19.3.2023). World Bank Database.


Photo: Shutterstock


Planning the Recovery of Ukraine after Ukrainian-Russian War: Key Challenges and Big Strategic Questions

Jari Kaivo-oja:

Massive Ukrainian-Russian war and damage done

On February 24, 2022, the Russian Federation started to invade Ukraine, resulting in civilian casualties, displacement of millions of people, and widespread and significant destruction to homes, infrastructures, businesses, social institutions, families, and prosperous productive, and economic activity. The impact of the Russian invasion will be felt for future generations, with families displaced and separated, disruptions to human development, destruction of intrinsic cultural heritage, and reversal of a positive economic and poverty trajectory. (see The World Bank, Government of Ukraine, European Commission 2022).

Today we know after some calculation, as of June 1, 2022, direct damage had reached over US$97 billion, with housing, transport, commerce, and industry are the most affected sectors. Damage is mostly concentrated in the frontline oblasts (estimate is 74 percent), particularly Donetska, Luhanska, Kharkivska, and Zaporizka, and in oblasts that were brought back under government control (22 percent) such as Kyivska and Chernihivska. Most of the damage caused by the war is in the east of the country. (The World Bank, Government of Ukraine, European Commission 2022).

Disruptions to economic flows and production, as well as additional expenses associated with the war, are collectively measured as losses and amount to some US$252 billion. Ukraine’s Gross Domestic Product (GDP) shrank by 15.1 percent year over year in the first quarter of 2022, and poverty is expected to increase from 2 to 21 percent (based on the poverty line of US$5.5 per person per day). (The World Bank, Government of Ukraine, European Commission 2022).

Economic development before the Ukrainian-Russian war

In Figure 1, I report the GDP development phases of Ukraine in the years 1990–2021. We can see in it the effects of cyclical fluctuations for the 1990s and the financial crisis of the 2000s, but clearly the negative impact on economic growth after the invasion of Crimea, as the risks of the country’s future economic development increased.

Noteworthy for this figure is the fact that in 1990 the country’s economic growth was at the highest level for the entire long period, which reflects the destabilization of the operating environment of the national economy of Ukraine already in the longer term. In 2021 GDP in Ukraine was 535,6 billion international USD in constant 2017. For example, Finland’s GDP estimate in 2022 was $321.2 billion.

Figure 1. GDP, PPP (constant 2017 international $) in Ukraine, years 1990-2021. Source: World Bank Data 2023, 12.3.2023). In Figure 2 we report also the Gross National income of Ukraine, in 1989-2021.

Gross national income (GNI) is defined as a gross domestic product, plus net receipts from abroad of compensation of employees, property income, and net taxes less subsidies on production. This figure shows more clearly the strong economic fluctuations in the development of the Ukrainian economy. There has been instability and this has not eased the situation of the country’s citizens. If we judge the development of Ukraine on the basis of this indicator, we can see that the country’s development has been on an upward trend since 2000, although the negative impact of the invasion of Crimea can be seen here too, if we judge the development of Ukraine on the basis of GNI indicator.

Figure 2. Gross National Income in Ukraine in years 1989–2021. Source: World Bank 2023. Source: World Bank Data 2023, 12.3.2023).

Growing economic and human costs of the war

In a joint assessment released in August 2022, the Government of Ukraine, the European Commission, and the World Bank, in cooperation with partners, estimate that the current cost of reconstruction and recovery in Ukraine amounts to $349 billion (€349 Billion), which is more than 1.6 times the GDP of Ukraine in 2021. This means that the entire Ukrainian people will have to work for 1.6 years to repair the damage caused by the Russian invasion. However, this figure is expected to grow in the coming painful months as the war continues. We are certainly soon close to the value of two years of GDP. This situation poses a major economic resilience challenge to the national economy of Ukraine.

The Rapid Damage and Needs Assessment (RDNA) report (The World Bank, Government of Ukraine, European Commission (2022) lays out the financing needs for a resilient, inclusive, and sustainable recovery and reconstruction and provides a roadmap for planning. Over the next 36 months the RDNA assesses that $105 billion is needed to address urgent needs such as restoring education and health systems and infrastructure, preparing for the upcoming winter through the restoration of heating and energy to homes, support to agriculture, and repair of vital transport routes.

GDP per capita and unemployment in Ukraine before the war

We can assume that the GDP per capita level in Ukraine has dropped considerably with the war. The resources of the citizens are very scarce when it comes to going to repair again in a country ravaged by war. Figure 3 shows the country’s GDP per capita development as background information. Of course, it would be important to get close to the initial GDP per capita level of the war in the country during the repair phase, so that able-bodied people are strongly motivated to build the country and the national economy. It would be desirable to reach the level of $ 12000-14000 GDP per capita level quickly and improve it progressively as fast as possible.

Figure 3. GDP per capita, PPP (constant 2017 international $) in Ukraine, years 1990–2021. Source: World Bank Data 2023, 12.3.2023).

If we look at the development of the unemployment rate in Ukraine, the best situation in recent years historically has been in 2007 and 2008, when the unemployment rate was close to 6%. If we look at the development of the unemployment rate in Ukraine, the best situation in recent years historically has been in 2007 and 2008, when the unemployment rate was close to 6%. The potential for the future development of the Ukrainian economy is high since the population is well-educated and capable.

Figure 4. Unemployment, total (% of total labor force) (national estimate) in Ukraine, years 1995–2021. Source: World Bank Data 2023, 12.3.2023).

In 2021, the unemployment rate was around 10 percent. Of course, for the success of the recovery, it would be desirable to bring the unemployment rate to the lowest possible level, so that all possible resources of the nation are at the disposal of reconstruction. Based on the economic history of Ukraine, it can be argued that under favorable socio-economic conditions, it is possible to achieve an unemployment rate of even less than 6%. The critical prerequisite, of course, is the achievement of peace and the return to work of the fled migrant population.

Back to work after the war?

Key questions According to official UNHCR statistics, the total number of refugees from Ukraine recorded across Europe, are now about 8 108 448 (Situation 07 Mar 2023, Situation Ukraine Refugee Situation (unhcr.org)). There have been 19,293,161 border crossings from Ukraine and 10,823,841 border crossings back to Ukraine since 28 February 2022.

Figure 5. Population of Ukraine, years 1960–2021. Source: World Bank Data 2023, 12.3.2023). The population in Ukraine in 2021 is about 43 792 855 (UNHCR 2023).

A robust estimate is that percent of Ukraine people who are refugees is about 18,5%. The war in Ukraine has led to a serious humanitarian crisis and has caused the largest refugee situation in Europe since the Second World War. One challenging question for Ukraine’s economic recovery is how the workers returning to the country will be located in the future? How many people go back to Ukraine? Where do they return? What kind of jobs do they find employment in? How to get schoolchildren and students into education and studies? Whether they enter the urban labour market or the countryside labour market? There are many hard human recovery questions in the air.

The logistical issues related to the recovery plans are of a major nature. There are jobs in rural areas that serve food production, which is a very important source of export income for Ukraine. For economic recovery, it would be necessary to have enough manpower for agricultural product exports to pull the economy upwards. The same challenge applies to the tourism, hospitality, and experience cluster, which had begun to develop well in Ukraine before the war. The food production index shown in Figure 6, clearly shows how strategically important a sector of food production is for the national economy of Ukraine.

Figure 6. Food production index (2014–2016 = 100) in Ukraine, years 1992-2021. Source: World Bank Data 2023, 12.3.2023).

The agricultural sector is also a major employer in Ukraine. Figure 7 reports urban and rural population trends in Ukraine. We can see that rural areas have fewer and fewer populations which can be a challenging issue for future agricultural production.

Figure 7. Urban and rural population in Ukraine, years 1960–2021. Source: World Bank Data 2023, 12.3.2023).

In connection with the recovery plans in Ukraine, it is important to consider how the active workforce will be employed in different industries and services. Some of the most important industrial sectors in Ukraine include energy sector, metallurgical industry, chemical industry (titanium dioxide cluster), agriculture (grains, sunflower oil, and sugar), and ITC sector. Ukraine has a growing IT sector, with several tech companies and startups emerging in recent years. Ukraine has become an increasingly popular destination for outsourcing IT services.

The demographic structure is also an important background factor in this context. The figure shows the development of the working-age population (15–64 years) in Ukraine. in 1960–2021.

Figure 8. Population ages 15-64 (% of total population) in Ukraine, years 1960–2021. Source: World Bank Data 2023, 12.3.2023).

Paying attention to trust and public governance

When planning the economic reconstruction of Ukraine, it is important to invest in the management of public finances and fiscal budgeting. Figure 9 shows the development of tax revenues in Ukraine. It reflects the fact that the development of tax revenues has been on the rise and the country’s financial planning has been developing in a positive direction.

Figure 9. Taxes on income, profits and capital gains (current LCU) in Ukraine, years 1999–2021. Source: World Bank Data 2023, 12.3.2023).

The central government debt will be a challenging question in Ukraine in the coming years. In Figure 9 we figure out central government debt development in Ukraine from 2008 to 2021. We can forecast that the debt rate will increase in the coming years. The National Recovery Plan estimated that both EU partner grants and private investment grants will be needed in the future.

Figure 10. Central government debt, total (% of GDP) in Ukraine, years 2008–2021. Source: World Bank Data 2023, 12.3.2023).

In the future, Ukrainian decision-makers will have to pay attention to their administrative governance structures, because the World Governance indicator analyses published by the World Bank indicate that there is still much room for improvement in this important area, as the WG indicators are in the red, in negative numbers. Factors related to trust are not trivial when decision-makers are seriously planning to rebuild the country.

Figure 11 summarizes the development of the five key governance indicators from 1996 to 2021.

Figure 11. Worldwide Governance Indicators, Ukraine, years 1996–2021. Source: World Bank (2023) Worldwide Governance Indicators Database.

Thus, the World Governance indicator analyses indicate that much is needed when Ukraine is more closely aligned with European Union standards of governance in relation to corruption, effectiveness, political stability, regulatory quality, and rule of law. There are already ongoing efforts by the Government of Ukraine to lead the country toward recovery and reconstruction. In July 2022, Ukraine presented a US$750 billion Recovery Plan. Under the Ukraine Recovery Vision, US$150–250 billion is envisaged for restoration and modernization of housing and infrastructure.

A three-stage reconstruction plan was presented: Stage 1 is a plan blueprint; Stage 2 is a plan drill-down and roadmap; and Stage 3 is implementation. The Recovery Plan has set targets for 2032 and (1) it aims to accelerate sustainable economic growth with a plan for 7 percent annual GDP growth and an increase in investments, (2) to reach the top-25 economies in the Economic Complexity Index and the World Bank Human Capital Index; (3) and to achieve a 65 percent reduction in CO2 emissions from 1990. In general terms, Ukraine aims to develop itself towards European standards before 2032 and be a member of the European Union.

The size of alternative recovery plans for Ukraine?

In Figure 12, I have figured out current alternative recovery plans, lower and higher estimates for Ukraine, for the years 2022–2032.

Figure 12. Partner grants, Partner debt, and private investments. Alternative Recovery Plans, Lower and Higher Estimates, Ukraine, years 2022–2032. Source: Ukraine’s National Recovery Plan. National Recovery Council, p. 12).

In Figure 13 I have figured out our two estimates of the Recovery Plans of Ukraine, for years 2022–2032. The lower estimate is over 600 billion USD and the higher estimate is over 800 billion USD.

Figure 13. Alternative Recovery Plans, Lower and Higher Estimates, Ukraine, years 2022–2032. Source: Ukraine’s National Recovery Plan. National Recovery Council 2022, p. 12).

These economic and social recovery plans for Ukraine indicate that the size of the final price tag is not yet entirely clear. In any case, the scale of the stimulus package is large and will require a lot of planning and big political decisions. It is clear that the continuation of the war will inevitably lead to an increase in the resources needed for recovery. It makes the planning and implementation of the recovery a challenging planning problem, which inevitably involves a lot of uncertainties and risks. One critical factor will be the resources and personnel needs of the Ukrainian military in the future. It is obvious that, after the war, the state of readiness of the armed forces will have to be maintained for security reasons. In practice, this should mean that the resources of army personnel must also be used to rebuild the country.

How the economic recovery of Ukrainian-Russian war should be planned?

My Question to Open AI, New chat (openai.com)

“The economic recovery of the Ukrainian-Russian war will require a comprehensive plan that addresses both the short-term and long-term needs of the country. Here are some key steps that could be taken:

Stabilize the economy: The first priority will be to stabilize the economy by addressing immediate issues such as inflation, currency fluctuations, and capital flight. This may require the assistance of international financial institutions, such as the International Monetary Fund (IMF).

Rebuild infrastructure: The war has left many parts of the country in ruins, and significant investment will be needed to rebuild infrastructure such as roads, bridges, and buildings. This will provide employment opportunities and help to kickstart economic growth.

Diversify the economy: Ukraine has traditionally relied heavily on exports of raw materials such as coal, steel, and agricultural products. To ensure long-term economic sustainability, the country will need to diversify its economy by developing new industries, such as technology and services.

Encourage foreign investment: Ukraine has a large, well-educated workforce and significant potential for growth, making it an attractive destination for foreign investment. The government should work to create a favorable investment climate by reducing bureaucracy, addressing corruption, and offering tax incentives to foreign investors.

Focus on innovation: Ukraine has a strong tradition of scientific research, and the government should work to support innovation in sectors such as biotechnology, renewable energy, and advanced manufacturing.

Invest in education: To support a knowledge-based economy, Ukraine will need to invest in education and skills training. This will help to ensure that the country has a well-educated workforce that can compete in the global marketplace.

Address social issues: The war has had a profound impact on the social fabric of the country, with many people experiencing displacement, trauma, and loss. The government will need to address these issues by providing social services, mental health support, and opportunities for reconciliation and healing.

Overall, the economic recovery of Ukraine from the war will require a sustained effort from both the government and the private sector. It will also require the support of the international community, including financial assistance and technical expertise.”

I would estimate that these guidelines produced by artificial intelligence are relevant.

Jari Kaivo-oja
Research Director, PhD, Finland Futures Research Centre, Turku School of Economics, University of Turku;
Adjunct Professor (University of Helsinki, University of Lapland, and University of Vaasa);
Professor (Social Sciences, Kazimiero Simonavičiaus University, Vilnius, Lithuania)


References

National Recovery Council (2022) Ukraine’s National Recovery Plan. July 2022.

Open AI: ChatGPT March 13, 2023, New chat (openai.com)

UNHCR (2023) Situation Ukraine Refugee Situation (unhcr.org)

World Bank, Government of Ukraine, European Commission (2022) Ukraine Rapid Damage and Needs Assessment Report. August 2022.

World Bank (2023) DataBank | The World Bank.

World Bank (2023) Worldwide Governance Indicators | DataBank (worldbank.org)


Photo: Destruction in Ukraine, Unsplash.com


Good Business in Industries Needs Good Human Factors Knowledge and Management

Jan Dul & Jari Kaivo-oja:

Grand challenges in the industry in the Industry 4.0 era

Under the banner of ‘Industry 4.0’ a new industrial revolution is unfolding. New technologies and digital transformation force manufacturing companies to prepare for the future and to utilize new technologies for ensuring their competitiveness in markets. The road to a successful end result crosses a jungle of different new technologies, new possibilities of digitalization, and changing roles of humans. For survival, companies need new strategies and plan to reach their targets. Is the Finnish industry ready for this?

To be able to answer this question we need to ask if our “national machine” (ministry, decision-makers in industry, education institutes, politics, and the public opinion) is prepared for this inevitable change in industries. We already know that the industry sectors must acquire new technologies and make steps towards digitization. We also know that there is a huge need for increasing people’s skills and competencies in the industry to work with these novel technologies like Industrial and Service Internet of Things, AI, AR/VR, Cloud computing, Digital Twin tech set, Blockchain, sensory technology, 3D printing of different components, cobots for helping humans at work, Food security. Nanosensors in packaging to detect salmonella and other contaminants in food etc.

We also know the challenges of an aging workforce and the awareness that technologies take over many human work tasks, and at the same time, new roles and work tasks are coming for humans. Technological and human challenges go hand in hand and the human factor will remain a core element of a successful Finnish industry. Now there is a need for integrated humans and systems approach in the design and management of production systems and of future work. This allows to maximally use of the potential of humans as being part of the production system. This knowledge is largely available in the human factors and ergonomics field and can readily be applied in the Finnish industry.

In economic terms, low quality of integration of human factors creates a negative effect on the national economy e.g. due to inefficiency of the systems and cost of bad working conditions. Although we are economically and socially developed we are ergonomically undeveloped. This is not only a question of money but attitude and capability to utilize HFE (Human Factors Engineering) knowledge in general. The critical question is who will compensate for this kind of broad-scale negative effect in society or are just sending a high-cost bill to taxpayers?

For being successful we need to nurture this unused human potential in the right way. When designing or changing production systems we must ensure a mutual development of technology and manufacturing processes by using human factors in design for ensuring a good fit between the two human and the work systems, not only in large companies but also in small and medium-sized companies.  Do we have capabilities for making this happen at the national, industry, and company level? The simple answer is “no”. At the national level, industrial policies for technological development by the ministry of economic affairs (e.g. Renewing and Competent Finland 2021−2027 Program, TEM industrial sectoral reports, AI 2.0 Report etc.) are quite isolated from social policies for human development by the ministry of health and labor (e.g., future of work where integration of HFE in the design of systems and processes is neglected.) At the industry level, separate national policies are being discussed and implemented for specific industries in separate initiatives. At the company level engineers and other technical experts work on changing production systems separately from occupational health and safety (OHS) experts.

In Finland, Industry 4.0 is fully technology-driven, and attention to the human factor at work is fully driven by occupational health and safety. For example, the guideline of the Ministry of Social Affairs and Health intends to help Finnish companies with health and safety issues only but is not taking into account optimizing the interfaces between humans and the other parts of the manufacturing process for improving the performance of the entire system, humans included. The same holds for the health-driven activities proposed in The Occupational health 2025 – In cooperation workability and health.

We can also wonder if the “Work 2030” vision and strategy take an integrative approach to link technology, economy, and human factors for enhancing the cooperation and development between these three core actors in the industry. The skill of HFE makes it possible to combine all needed collaborators and stakeholders together for integrating the HFE into engineering and management work. As a multidisciplinary field, HFE is a must and while respecting the identity of different fields we need to recognize the existing barriers to be able to do cooperation between different fields of knowledge.

The policy is needed for combining technologies, business, and people in workplaces

As a production system consists of all activities that are either produced by humans or by machines, the design of a production system is about designing both activities in concert. This means that even when technologies and digitalization are made for improving the performance of the manufacturing process, humans make the final impact on how things will go in reality – in good or bad. System performance can only be realized while taking into account the human factor. If human factors and ergonomics (HFE) are not orchestrated professionally in companies, large-scale negative effects are created in the whole society on the company and national level.

A ‘human factors’, the HFE approach ensures a fit between humans, technology, and the entire production process. It maximizes system performance while maintaining good standards of ergonomics. It means that systems, work, and works environment are realized for maximizing what technology can do, and what people can and want to do. In this approach technology, organizational and human expertise are combined and optimized for maximum output in terms of the economic and social goals of the system. International evidence shows that designing work processes in such a way can serve both goals simultaneously.

How can this be realized in Finland? What is our policy that combines the development of performance of the production processes and well-being of workers at the same time?

The Finnish Human Factors Engineering way  

What is the status in companies of the integration of HFE in the design and management while preparing for Industry 4.0? Now, according to the law, OHS-driven activity is a must for companies. In Finland, occupational health services and professionals help companies to develop the workability of the workers and ensure healthy and safe work environments. They focus on optimizing the load of the work for the worker throughout the whole work process and the work life. Good so far, but how will this be possible without HFE expertise in an era of Industry 4.0 where human-system integration is essential? HFE refers to Ergo Nomos = Work Laws of nature which is the science and theory for designing work processes. This internationally accepted definition of HFE and ergonomics is largely absent in Finland. Companies do not get this HFE knowledge from current OHS services and professionals when searching for and choosing new solutions to modern Industry 4.0 production. In Finish public opinion there is a common understanding that occupational health services offer ‘ergonomists for workplaces’, but this idea of ergonomics is limited to the health and safety of workers, and does not deal with system performance.

On the positive side, the Finnish law recognizes the difference between OHS professionals and OHS experts. The physiotherapist is one of the OHS professionals and the ergonomist is the OHS expert. However, the OHS field does not make a distinction between physiotherapists (who is called `occupational physiotherapists ‘in public) and ergonomist. In Finland `Occupational physiotherapist` represents narrow health and safety based definition of ergonomics. This has led to the situation that companies get most often an occupational physiotherapist for tackling true ergonomics issues instead of the ergonomics (HFE) expert that is mentioned in the law. This is an obvious problem in the Finnish work life at the moment. For these reasons, the multidisciplinary approach to the development of working life is thin from the broader system perspective.

Ergonomics is a science, theory and principles that takes a system approach and deal with the interfaces between human and other parts of the system. This means engineering kind of work for optimizing the work for human. HFE takes into account the physical, cognitive and organizational aspects of the work and work system. This approach is helping to integrate human via HFE knowledge as a part of the process proactively on macro and micro levels. In Finland, unfortunately, we see only reactive micro level OHS activity because of health problems of the workers. We cannot survive a long time with this kind of one sided and siloed OHS approach with health and medicine sciences. We need a national level policy that notice the need for fixing the gap between OHS activities and performance and productivity development activities in companies and public sector organizations for combining HFE and performance knowledge.

Figure 1. The Gap problem. Source: Jan Dul´s lecture in ERGO2030 Webinar, in the Palace, Helsinki, Wednesday 10.11.2021.

Innovations for integrating HFE for improving performance of the companies

For being able to succeed in this change in the industry for ensuring the competitiveness of our companies, the productivity of the work, and wellbeing at work, we need an integrated policy that leads OHS, HFE experts, and performance developers to define the performance factors to be noticed, studied, analyzed and designed for ensuring the fit between human and work system. It is good to be aware that part of the recent poor productivity development of work in Finland is due to poor human ergonomics knowledge in design. Solving this big problem needs understanding of the system approach where existing theories and practices are offered to the use of the companies in this industry and technology change process.                                                                                       

ERGO 2030 project brought as an example, facts and factors to be noticed for this systemic and organizational approach by creating a road map to be utilized in different industries and companies. However, this roadmap does not help unless we do not have a policy in Finland that facilitate the OHS and business/technology actors to work together and especially if the education and services of design ergonomics for work systems are not in place and available for companies and technology suppliers.

Let`s bring the key stakeholders around this topic of human, work, productivity, and well-being at work at the same table and listen to the needs and requirements for creating a mutual understanding how shall the national level roadmap looks like for ensuring the capability of our industry and wellbeing of the workers at work. In another case, we are not able to implement efficient digital and new technology transformation in the industry. This negative alternative will lead us to very slow organizational adaptation processes in industries, low work productivity levels, and to huge negative externalities to society. This big financial cost and bill will be paid by taxpayers.

And last but not least. Industry 5.0 is said to be human-centered but can it be realized without having HFE in place in Industry 4.0? The answer is `no`. Using HFE skills already in Industry 4.0 phase makes us better prepared for Industry 5.0 phase. If this is not taken into account now problems maybe even bigger in industry 5.0 what comes to HFE and phenomena related to that in work-life practices.

Jan Dul
Professor, Rotterdam School of Management, Erasmus University, the Netherlands

Jari Kaivo-oja
Research Director, Finland Futures Research Centre, University of Turku


About the ERGO 2030 project

ERGO2030 project was funded by the Anita and Olavi Seppänen Memorial Foundation, founded in 2018 in Helsinki, Finland. The Foundation actively supports Finnish art and culture, and national orthopedic research as well as maintains the historic church and its environment of Tuupovaara in Eastern Finland.

ERGO 2030 report was published in 2021: Reiman, A., Parviainen, E., Lauraéus, T., Takala, E-P., & Kaivo-oja, J. (2021) ERGO 2030 – a roadmap for human consideration in the design and application of new technologies in industry. Tutu ePublications 3/2021: https://www.utupub.fi/handle/10024/152322

About the authors

Professor Jan Dul is a professor of Technology and Human Factors at the Rotterdam School of Management, Erasmus University, the Netherlands. He has a background in the technical, the medical and the social sciences. His is a specialist in human factors and ergonomics (HFE) and studies the interaction between people and the physical and social-organizational environment to maximize business performance and human well-being. His research contributes to the design of successful products and services, and to the development of work environments for high performance (creativity, innovation, productivity, quality, health and safety). He is the winner of several national and international awards including the Human Factors NL award, the Hal W. Hendrick Distinguished International Colleague Award of the USA human factors and ergonomics society, the IEA Distinguished Service Award of the International Ergonomics Society, and the Liberty Mutual award for the paper ‘A strategy for human factors/ergonomics: developing the discipline and profession’. He has advised the EU and national governments about work environment policies, is a regular speaker at management events worldwide, and has shared his insights with companies on how to improve performance with HFE.

Dr. Jari Kaivo-oja is an Adjunct Professor and Research Director working at the Finland Futures Research Centre, University of Turku. He is a researcher in the Manufacturing 4.0 project funded by the Strategic Research Council of the Academy Finland. He was scientific expert in the ERGO2030 project. He has worked in various European research and development projects serving among others the European Foundation for the Improvement of Living and Working Conditions (European Foundation/Eurofound), the European Agency for Safety and Health at Work (EU OSHA), the European Commission, the European Parliament and the EU DG Enterprise and Industry (DG-ENTR).

Articles

  • Reiman, A., Kaivo-oja, J., Parviainen, E., Takala, E-P. & Lauraeus, T. (2021). Human factors and ergonomics in manufacturing in the Industry 4.0 context – A scoping review. Technology in Society. 65, https://doi.org/10.1016/j.techsoc.2021.101572
  • Reiman, A., Kaivo-oja, J., Parviainen, E. Lauraeus, T. & Takala, E-P. ”Human work in Industry 4.0: A road map to technological changes in manufacturing”. Journal manuscript in review 

Chapters:

  • Reiman, A., Kaivo-oja, J., Parviainen, E. Lauraeus, T. & Takala, E-P. ”Human Work in the Manufacturing Industry 4.0”. Book chapter in review for textbook: Operator 4.0 by Springer.
  • Takala, E-P. & Reiman, A. Ergonomia. Article to Fysiatria. 6. edition 2023. Duodecim.

Conference papers:

  • Takala, E-P., Reiman, A., Parviainen, E., Lauraeus, T. & Kaivo-oja, J. (2021). ERGO 2030 – A roadmap for the implementation of human factors within the newest technology. In: Black, N., Neumann, P.W., Dewis, C. & Noy, I. (Eds.), Book of Extended Abstracts, 21st Congress of the International Ergonomics Association, Vancouver, Canada, 14-18 June 2021, pp. 389-392.

The final ERGO report:

  • Reiman, A., Parviainen, E., Lauraéus, T., Takala, E-P., & Kaivo-oja, J. (2021) ERGO 2030 – tiekartta ihmisen huomioimiseen suunniteltaessa ja sovellettaessa uutta teknologiaa teollisuudessa. Tutu eJulkaisuja 3/2021: https://www.utupub.fi/handle/10024/152322 

Picture Stefan Keller Pixabay 


A Humble Reminder: Ambient Black Sea Foresight Activities before the Russo-Ukrainian War

Jari Kaivo-oja:

Today we are living in spring 2022 and the Ukrainian war continues with deepening human tragedies. There seems not to be an end to violence and brutal aggression in Ukraine (BBC News, War in Ukraine).  We can define that the Russo-Ukrainian War is an ongoing war between Russia (together with pro-Russian separatist forces) and Ukraine. It began in February 2014 following the Ukrainian Revolution of Dignity, and initially focused on the status of Crimea and the Donbas, internationally, recognised as part of Ukraine.

About ten years ago, I was personally working as a foresight expert in seven Black Sea countries organising foresight workshops promoting peace and preventing conflicts. The Black Sea Peacebuilding Network (BSPN) was originally designed to increase civil societies’ contribution to conflict resolution in the Black Sea region. The BSPN has allowed civil societies in Armenia, Azerbaijan, Georgia, Moldova, Russia, Turkey and Ukraine to work towards a common goal and to produce positive precedents. The project created networks for national and regional civil societies to build greater regional capacity in conflict transformation by operating at the grassroots level in the region.

All seven member Black Sea countries had their own Expert Councils for Conflict Transformation and Peace Initiatives. The expert councils elaborated alternative and unbiased recommendations for conflict resolution and peace initiatives. The overall goal of the project is to enable civil society organisations in the seven Black Sea countries to reach a critical mass in order to become full-fledged stakeholders in conflict resolution, and thus pressure regional governments to work towards sustainable peace in the region. The anticipated impact is enhanced national civil society peacebuilding capacity, ultimately aimed at promoting sustainable peace in the Black Sea Region. The Black Sea Peacebuilding Network is financed by the Finnish Ministry for Foreign Affairs.

Our CMI report “Foresight Results and Insights to the Black Sea Peacebuilding Network” (Kaivo-oja et al. 2012) noted:

“Today security issues are no longer simply state- and military-centric issues. This report thus aims to analyse the background factors behind violent conflicts in the Black Sea region. Many critical security studies have noted that the so-called billiard-ball model with simple causal relationships does not work in international politics (Booth 2004). Processes leading to conflicts are today more or less complex and multilayered (see e.g. Ohmae 1999, Buzan et al. 2007). In many studies, cross-impact analyses are needed (see Gordon & Hayward 1968, Alter 1979, Gordon 1994, Hough 2007, Buzan, Ware & Hoffman-Martinot 2007). The challenge of this report was to identify key drivers, which can potentially increase the probability of violent conflict. We also identify those trends, which have the biggest impact on violent conflict.”  

This was our target and we reached this target in our CMI foresight study. The foresight analyses in this CMI report acted as a driver of reflective mutual social learning processes among policy-makers that stimulated the generation of common public policy visions. We wanted also to provide information and knowledge to civil society organisations. The foresight analyses in this old CMI report provide still country-specific information and knowledge and trend-related information and knowledge. Many other reports did not provide this kind of information.

Like in 2012, also today NGOs and civil society organisations, are playing a very important and influential role in modern democratically oriented societies. It is good to remember their important strategic role in the struggle toward more sustainable and peaceful work. It is also good to note that after 10 years of publication, this Black Sea Peacebuilding Network’s CMI report is still relevant reading for decision-makers.

One could critically say that the Expert Councils for Conflict Transformation and Peace Initiatives were not able to prevent Ukrainian conflicts and Ukrainian war. Other hard and soft powers were more influential and we did not give peace a chance to happen. This is a partially true statement, but if we are more critical, we can also claim that the Expert Councils for Conflict Transformation and Peace Initiatives was successful to postpone, and partly cancelling a potential, larger Black Sea crisis. Instead of the Ukrainian war, we could today observe all seven countries’ violent Euro-Eurasian war. The worst-case scenario has not yet materialised in the Black Sea region. This kind of broader potential conflict was a starting point of the CMI project in the Black Sea Region.  As we noted in this CMI report:

“This report is focused on first year key activities, which include analyses of key trends, which could lead to violent conflicts in the Black Sea region. Conflicts can be local, national or broader international conflicts. From these alternative perspectives we want to present some results which are relevant for (1) the whole Black Sea region, (2) each BSPN county, and also (2) cross-border conflicts.”

With this blog message, I would like shortly to point out that the war in Ukraine has not come as a surprise to producers and professionals of the international intelligence community, and to the foresight experts like me. There were many real-life activities to prevent potential conflict situations and war before the Ukrainian crisis and war.  In the field of political science, Professor Alpo Rusi’s book “Dangerous Peace” (2021, orig. 1991) with earlier editions was quite a visionary book with various early warnings for policymakers. Unfortunately, we missed a complete success in this case. However, early warnings were given by many researchers and experts.

Often only such important strategic foresight reports from experts are not bothered to read with great care. Also, national and international political agendas are often congested with many other topics. This is, of course, regrettable, as it was also in the case of the COVID-19 crisis.

In the current situation, we need a road map for peace in Ukraine and Europe. Every war has been brought to an end at some point. Often the cost of war suffering rises to high levels and human suffering becomes unbearable.

I personally hope that the international community of futures, anticipation, and foresight researchers, and other specialists will make an important contribution to achieving this objective, sustainable peace in Europe and in the world.

Jari Kaivo-oja

Research Director, PhD, Finland Futures Research Centre, Turku School of Economics, University of Turku;

Adjunct Professor (University of Helsinki and University of Lapland);

Professor (Social sciences, Kazimiero Simonavičiaus University, Vilnius, Lithuania)

References

Alter, S. (1979) The evaluation of generic cross-impact models. Futures. Vol. 11., No. 2, 132–150.

Booth, K. (2004) Critical Security Studies and World Politics. Boulder: Lynne Rienner Publishers.

Buzan, B., Ware, A. & Hoffman-Martinot, V. (2007) People, States and Fear: An Agenda for International Security Studies in the Post-Cold War Period. 2nd Edition. Colchester: ECPR Press.

Gordon, T. J. (1994) Cross-impact Method. United Nations University Millennium Project, p. 1–2.

Gordon, T. J. & Hayward, H. (1968) Initial experiments with the cross-impact matrix method of forecasting. Futures, Vol. 1, 100–116.

Habegger, B. (2010) Strategic foresight in public policy: Reviewing the experiences of UK, Singapore, and the Netherlands. Futures. Vol. 42, 49–58.

Hough, P. (2007) Understanding Global Security. 2nd Edition. New York: Routledge.

Kaivo-oja, Jari, Ville Brummer, Ville, Miettinen, Erno & Mirziashvili, Mikheil (2012) Foresight Results and Insights to the Black Sea Peacebuilding Network. Interim Technical Report. Black Sea Peacebuilding Network. Crisis Management Initiative (CMI). Martti Ahtisaari Centre.

Ohmae, K. (1999) The Borderless World: Power and Strategy in the Interlinked World. London: Harper Paperbacks.

Rusi, A. M. (2021, orig. 1991) Dangerous Peace: New Rivalry in World Politics. London and New York: Routledge.

Picture: pixabay.com

Metsäbiotalouden ennakointia tukemassa


Tämä kirjoitus on julkaistu myös Futuurissa 4/2021

Metsäalan ennakoinnissa tulisi entistä paremmin
varautua yllätyksiin, myllerryksiin ja kriiseihin,
mutta myös hitaampiin toimintaympäristön muutoksiin.

Tulevaisuuden tutkimuskeskus ja Itä-Suomen yliopiston metsätieteiden osasto toteuttavat yhdessä Metsäbiotalouden tulevaisuusajattelijat -yhteisoivaltamo (METUMO) -hanketta, joka järjestää metsäalan ja sen kumppanuusalojen toimijoille kohtaamisia, joissa kehitetään osallistujien ennakointikyvykkyyksiä. Tavoitteena on ennakointitutkimustiedon tehokas hyödyntäminen ja jalostuminen tulevaisuustietoiseksi, uudistaen varautuvaksi toiminnaksi.

Metsäala on yksi niistä aloista, joilla pidemmän tulevaisuushorisontin hahmottaminen on aina ollut hyödyllistä liiketoiminnan kannalta. Boreaalisten metsien pitkä kiertoaika edellyttää metsätalouden ja -teollisuuden toimijoilta tulevaisuuden hahmottamiskykyä melko pitkilläkin aikahorisonteilla. Kun alalla pohditaan metsien kehitysennusteita ja ilmastonmuutoksen vaikutuksia pitkällä aikavälillä, katse saattaa suuntautua jopa 100 vuoden päähän. Ylisukupolvisuus on siis alalle luontaista.

Yhteisoivaltamot vahvistamaan ennakointikyvykkyyksiä

METUMO-hankkeen pohjakartoituksessa havainnoimme kuitenkin puutteita metsäalan ennakoinnissa – erityisesti liittyen yllätyksiin, myllerryksiin ja kriiseihin varautumisessa, mutta myös hitaampiin toimintaympäristön muutoksiin reagoinnissa. Juuri näihin havaittuihin puutteisiin METUMO pureutuu, vahvistaen osallistujien tulevaisuuskyvykkyyksiä ”yhteisoivaltamojen” kautta.

Tulevaisuusajattelun juurruttaminen arkityöhön ei ole helppoa, mutta yhdessä oppimisen, ennakointitiedon soveltamisen ja toimintaympäristön muutosten havainnoinnin sekä tulkinnan kautta oivaltamojen osallistujien valmiudet siihen paranevat. Oivaltamojen konseptia luonnehtivat yhteisoppiminen ja yhteisluominen.

Ratkaisuja kestävän tulevaisuuden rakentamiseen ja metsäbiotalouden ennakointiin ei sellaisenaan löydy tieteellisistä tutkimuksista eikä yleistajuisista julkaisuista. Oivaltamojen päämääränä on paitsi ennakointikyvykkyyksien vahvistaminen, myös omien tulevaisuutta koskevien oletusten ja implisiittisten uskomusten näkyväksi tekeminen ja tiedostaminen. Näin ollen metodista löytyy yhtymäkohtia esimerkiksi tulevaisuuslukutaidon viitekehykseen.

Ennakointityöskentely tutuksi niin pienyrittäjille kuin isoille toimijoille

Hankkeen oivaltamot on suunniteltu vastaamaan metsäalan ja sen kumppanuusalojen toimijoiden tarpeisiin, ja tavoitteena onkin käynnistää toiminta osallistamalla monipuolinen joukko alan edustajia pienyrityksistä maanomistajiin ja järjestöistä valtiollisiin toimijoihin.

Kohderyhmien jäsenten moninaisia tarpeita kuunnellaan tarkalla korvalla, ja METUMO pyrkii vastaamaan näihin tarpeisiin muotoilemalla useampia erilaisia oivaltamotyyppejä. Tavoitteen mukaan tältä tarjottimelta löytyy sopiva työpajamuoto niin niille, jotka ovat jo kokeneita tulevaisuusteemojen parissa työskentelijöitä, kuin niillekin, joiden organisaatiossa ei ole vielä ollut resursseja tai valmiutta katsoa kauemmas horisonttiin ja tehdä havainnoista omaa työtä puhuttelevia tulkintoja.

METUMO-hanketta rahoittaa Metsämiesten Säätiö, ja sen ensimmäisessä vaiheessa oivaltamokonsepteja luodaan 2–3 kappaletta, joista jokainen vastaa tiettyyn tunnistettuun alan toimijoiden tarpeeseen.

Osku Haapasaari
Projektitutkija, Tulevaisuuden tutkimuskeskus

> Lue lisää hankkeesta Itä-Suomen yliopiston verkkosivuilta.



TULEVAISUUSKOLUMNI:

Metsätulevaisuuksien kaukomaisemat ja kannokot

Teppo Hujala
Metsäbiotalouden ennakoinnin professori, Itä-Suomen yliopisto

Metsäennakoinnilla on yhtäältä tulevaisuususkovat, globaalin ratkaisijan kasvot, toisaalta alan uusiutumisessa hikoilevan pinnistelijän kasvot. Suomessa metsien käyttöä koskevia, eri tavoin painottuneita tulevaisuustarkasteluja on viime vuosikymmenien kuluessa tehty lukuisia. Mutta miten ne ovat onnistuneet? Ja miten ylipäätään toimialaennakoinnin onnistumista kannattaisi arvioida?

Arkikeskustelussa ennakointi rajautuu usein ennustamiseksi ja onnistumisen arviointi siihen, tuliko ennakoija nähneeksi tulevan kehityksen ennalta. Tämä ajattelutapa näkyy myös keskustelussa metsäennakoinneista. Mutta vaikka ennusteilla onkin oma keskeinen merkityksensä lyhyen aikavälin toiminnan suuntaamisessa, toimialaennakointien todellinen arvo ja vaikuttavuus ovat aivan muualla. Ennusteiden osumatarkkuuden sijaan tulisikin kysyä, kuinka ennakointi onnistuu avartamaan ajattelua, huomioimaan riskejä, tunnistamaan uusia mahdollisuuksia ja tarttumaan niihin.

Metsäalan tai minkä tahansa toimialan moninaisten toimijoiden puhutteleminen vaihtoehtoisten tulevaisuuksien ja mahdollisesti nousevien muutosvoimien avulla on haasteellista. Vähintäänkin tarvitaan moniäänisyyttä ja -kanavaisuutta – mutta silloin vaaroina ovat infoähky ja turtuminen. Metsien käyttöön liittyvät skenaarioraportit jäävät helposti etäisiksi ja irrallisiksi omasta arkityöstä. Silloin tulevaisuustyöt eivät tavoita yleisöään eivätkä voi olla vaikuttavia. Kuinka siis tehdä metsäennakoinneista puhuttelevampia? METUMO-hankkeen tarjoama osaratkaisu on tulevaisuusajatteluun valmentautuminen.

Taitava tulevaisuustoimijuus syntyy kyvystä ymmärtää ja soveltaa toimintaympäristön tarjoamaa tulevaisuustietoa. Jotta tulevaisuustaitavuus mahdollistuisi, on ylitettävä kuilu oman työn ja siihen suoraan liittymättömien tulevaisuustarkastelujen välillä. Tämä vaatii oman tulevaisuusajattelun tunnistamista, yhdessä pohtimista ja oivaltamista.

Tulevaisuuskyvykäs organisaatio tunnistaa tulevaisuustaitavuuden arvon ja kannustaa työntekijöitään jalostamaan tulevaisuustaitojaan. Tulevaisuuskyvykkyys onkin merkityksellinen hypervoima, ei vain metsä- ja kiertobiotalousaloilla, vaan toimialasta riippumatta.


Monitieteinen ennakointipalvelu tukemaan käytännön ennakointityötä

Tämä kirjoitus on julkaistu myös Futuurissa 3/2021

Vuoden 2021 alussa käynnistetty monitieteinen ennakointipalvelu Foresight Driven Research (FDR) tukee Turun yliopiston sidosryhmien käytännön ennakointityötä yhdistämällä tulevaisuusnäkökulman monitieteiseen osaamiseen. Palvelu tuottaa ennakoinnin toimintamalleja elinkeinoelämälle ja laajemmin koko yhteiskuntaan.

Tulevaisuuden tutkimuskeskus ja kauppakorkeakoulussa niin ikään toimiva Laboratory of Business Disruption ovat yhdistäneet voimansa ja rakentaneet palvelun, jonka tarkoituksena on palvella käytännönläheisesti yliopiston sidosryhmiä niiden ennakointiin ja tulevaisuuksien rakentamiseen liittyvissä kysymyksissä.

Tutkimuksessa (Rohrbeck & Kum 2018) on havaittu, että tulevaisuusorientoituneiden yritysten kasvunopeus on jopa 200 % suurempi kuin yritysten, jotka eivät tee ennakointityötä. Samoin niiden tuottavuus on 33 % verrokkeja parempi. Erityisesti tuottavuuden kehityksellä on tärkeä yhteys myös kansantalouden hyvinvointiin. Tulevaisuuden kasvu voi toisaalta perustua vain kestäviin valintoihin. Saman aikaisesti monelle organisaatiolle on kuitenkin epäselvää, miten ennakointityötä käytännössä tehdään.

Palvelun rakentaminen sai alkunsa, kun havaittiin ilmeinen tarve yhdistää Tulevaisuuden tutkimuskeskuksen ennakointiosaaminen yliopiston monitieteellisyyteen. Muun työn ohessa vuoden intensiivisen kehittämisen tuloksena sai alkunsa monitieteinen ennakointipalvelu, Foresight Driven Research (FDR). Sen avulla voidaan etsiä parempia vastauksia monenlaisiin kompleksisiin ja systeemisiin haasteisiin tieteenrajoja ylittäen. Palvelun rakentamista varten on myönnetty Turun yliopiston strategista rahoitusta. Varsinais-Suomen liitto puolestaan rahoittaa kokonaisuuteen liittyvä ennakointitiedon palvelualustan kehittämistä.

Palvelun suunnitteluvaiheessa käytiin laajaa keskustelua kaikkien Turun yliopiston tiedekuntien ja yliopiston sidosryhmien kanssa. Keskustelun tavoitteena oli testata aloitetta ja kehittää sitä saadun palautteen avulla. Käytyjen keskustelujen perusteella voi todeta, että ennakoinnin ja monitieteisen yhteistyön merkitys on tunnistettu ja siihen ollaan valmiita.

Toimeksiantoja ja kehittämistä

– Vaikka FDR-ennakointipalvelun rakentaminen on vasta käynnistynyt, otimme heti työstettäväksi toimeksiantoja myös asiakkailta. Vuoden 2021 alkupuolelta asti on ollut käynnissä eräs kiinnostava yrityscase, jossa tuemme asiakasyrityksen käytännön ennakoinnin osaamisen ja ennakointikulttuurin rakentamista, kertoo professori Toni Ahlqvist Tulevaisuuden tutkimuskeskuksesta.

Kyseiseen toimeksiantoon liittyvä intensiivinen suunnittelu- ja kohtaava työ on tehty ”etätyömoodissa” hyödyntäen mm. Miro-nimistä ohjelmistoa ja etäneuvotteluja usealla aikavyöhykkeellä. Tämän yrityshankkeen lisäksi on vuoden aikana tehty myös muita asiakastoimeksiantoja ja useita uusia hankkeita on vireillä.
– Tarve käytännön ennakointiosaamiseen nousee toistuvasti esiin sidosryhmäsuhteissa ja asia on korostunut entisestään kuluvan poikkeuksellisen vuoden aikana, toteaa Disruptiolaboratorion johtaja Thomas Westerholm.

Systemaattinen ennakointi on havaittu keskeiseksi tavaksi lisätä olemassa olevien toimintojen resilienssiä, kykyä havaita potentiaalisia mahdollisuuksia ja uhkia, kohdata ongelmia ja toipua niistä. Monitieteellisen ennakointipalvelun tarkoituksena onkin juurruttaa ennakointi luontevaksi osaksi organisaatioiden arkea, Westerholm tiivistää.

Akateeminen tutkimus ja käytäntö toimivat parhaimmillaan saumattomasti yhteen

Tulevaisuustietoa on paljon ja sitä tuotetaan lisää jatkuvasti, mutta se pitää tuoda helposti saataville ja hyödynnettäväksi. – Jo olemassa olevan tulevaisuustiedon koostaminen ja sen analysointi tarjoaa lukuisia mahdollisuuksia ennakointityön vaikuttavuuden kasvattamiseksi. Ennakoinnin palvelualusta voi toimia yhteisenä ajankohtaisen ennakointitiedon kirjastona, sanoo palvelualusta-kokonaisuuden projektipäällikkö Tero Villman.

Nämä eivät ole uusia asioita Tulevaisuuden tutkimuskeskukselle: onhan keskuksessa tehty kansainvälisesti tunnustettua ennakointityötä jo lähes 30 vuotta. – Juuri nyt keskitymme sidosryhmien tarpeisiin järkevästi kiinnittyvän formaatin rakentamiseen. Kyse ei ole monimutkaisista asioista ja haluamme auttaa asiakkaitamme selkeyttämällä ja systematisoimalla ennakointiin liittyvää tekemistä, toteaa FDR-palveluista vastaava Keijo Koskinen.

FDR:n työtä tukevaan ohjausryhmään on saatu vahva kansainvälinen akateeminen ja elinkeinoelämän edustus. FDR-palvelusta tullaan viestimään lisää kuluvan vuoden aikana. Kokonaisuuden ylös ajossa ei ole haluttu kiirehtiä. – Kun rakennamme formaatin huolella, voimme skaalata sitä helpommin. Kehitystyötä tullaan toki jatkamaan koko ajan, mutta perustan on oltava kunnossa, toteaa Koskinen.

Kiinnostuitko? Ota yhteyttä. FDR käy mielellään keskusteluja
sidosryhmien kanssa.

Keijo Koskinen, kehityspäällikkö
Tulevaisuuden tutkimuskeskus
keijo.koskinen(a)utu.fi
, puh. 044 594 1659

Artikkelin kuva: Keijo Koskinen

IPCC ja kansainvälinen ilmastopolitiikka

Tämä kirjoitus on julkaistu myös Futuurissa 3/2021.

Jyrki Luukkanen

Kansainvälisen ilmastopolitiikan ytimessä on vuosia toiminut IPCC eli Intergovernmental Panel on Climate Change. IPCC perustettiin vuonna 1988 Maailman Ilmatieteen järjestön (WMO) ja YK:n Ympäristöohjelman (UNEP) toimesta tuottamaan tieteellisiä arvioita ilmastonmuutoksesta, sen vaikutuksista ja tulevaisuuden riskeistä sekä sopeutumis- ja päästövähennysvaihtoehdoista.

IPCC on YK:n jäsenmaiden hallitusten välinen organisaatio ja siihen kuuluu 195 jäsentä. IPCC:n tuottamia raportteja käytetään vuosittaisten ilmastoneuvottelujen lähdemateriaalina ja niihin viitataan yleisesti perusteluina politiikkatoimien tekemiseksi.

Avoin ja läpinäkyvä tutkimusten arviointi on tärkeä periaate IPCC:n toiminnassa, jotta sen raportteihin voitaisiin luottaa ja jotta erilaiset näkemykset tulisivat prosessissa esille. IPCC pyrkiikin vahvaan tiedeperustaan ja selvittää myös, millä alueilla uusia tutkimustuloksia tarvittaisiin.

Työ perustuu vapaaehtoisten asiantuntijoiden työpanokseen. Nämä käyvät läpi tuhansia tieteellisiä artikkeleita joka vuosi ja kokoavat niiden perusteella yhteenvedon ilmastonmuutoksen fysikaalisesta perustasta, ilmastonmuutoksen vaikutuksista, sopeutumisesta ja haavoittuvuudesta sekä ilmastonmuutoksen ehkäisystä (mitigation). Lisäksi IPCC:n erityinen task force kehittää ja tarkentaa metodologioita kansallisten kasvihuonekaasujen päästöjen ja nielujen laskemiseksi ja raportoimiseksi.

Ilmastonmuutoksen projektiot syntyvät jo tehdyn tutkimuksen pohjalta

IPCC:n arviointiraportit ovat politiikkarelevantteja, mutta eivät politiikkaa muodostavia. Niissä ei kerrota päättäjille millaisia toimia olisi tehtävä. Raporteissa esitellään tulevaisuuden ilmastomuutoksen projektioita perustuen eri skenaarioihin, ja niitä riskejä, joita ilmastonmuutos aiheuttaa, sekä keskustellaan ehkäisytoimien vaikutuksista.

Arviointiraporttien laadintaan osallistuu satoja tutkijoita ja niitä arvioi tuhannet tutkijat, jotta varmistutaan raporttien oikeellisuudesta ja tieteellisestä tasosta. IPCC:n raporttien hyväksyminen on monivaiheinen ja monimutkainen prosessi, jossa mukana ovat niin hallitusten edustajat kuin kirjoitustyöhön osallistuneet tutkijat. Prosessilla on haluttu varmistaa, että raportit täyttävät toisaalta kaikki tieteelliset kriteerit, mutta ovat myös poliittisesti hyväksyttävissä eri maissa. Tällainen YK-perusteinen menettely voidaan nähdä ongelmana sikäli, että poliittiset näkemykset ja intohimot voivat karsia raporteista merkittäviä näkemyksiä. Toisaalta tällä pyritään varmistamaan, että raporttien taakse saataisiin mahdollisimman laaja hyväksyntä, jotta niitä voitaisiin käyttää myös Ilmastopuitesopimuksen päätösten pohjana.

Ilmastopuitesopimusneuvottelut – hallitusten välinen väsytysnäytelmä

Ilmastopuitesopimusten neuvottelut ovat myös sangen monivaiheisia. Pääfoorumina niissä ovat ns. Conference of the Parties, COPs, eli puitesopimusten osapuolten – valtioiden – väliset vuosittaiset kokoukset.

Itse osallistuin aikoinaan useaankin COP-kokoukseen, lähtien Kyoton COP3-kokouksesta vuonna 1997. Tuolloin hyväksyttiin pitkien neuvottelujen jälkeen ns. Kyoton sopimus, joka ensi kertaa määritteli päästövähennystavoitteet teollisuusmaille. Osallistuminen kokoukseen avasi silmiä sopimusjärjestelmän monimutkaisuudesta sekä YK-tyyppisen järjestelmän jähmeydestä – joka tietysti saattaa joissain tapauksessa olla myös positiivinen asia.

Eri maiden käytännöt ja ryhmittymät toivat mielenkiintoisen lisän Kyoton kokouksen seurantaan. Mielenkiintoista oli esimerkiksi se, miten erilaiset neuvottelutaktiikat ja väsyttämismenettelyt olivat kokouksessa käytössä. Koska Euroopan Unionin täytyi aina saada omille näkemyksilleen sisäinen hyväksyntä, johti tämä pitkiin keskinäisiin neuvotteluihin silloisten EU15-maiden kesken. Yhdysvallat käytti tätä hyväkseen ja teki usein jonkin muutosehdotuksen sopimustekstiin puolen yön aikoihin, jolloin EU:n neuvottelijat joutuivat kinaamaan seuraavan yön omasta kannastaan, eivätkä päässeet nukkumaan.

Mielenkiintoista oli myös seurata, miten yleisistuntojen voimakastahtoinen puheenjohtaja, Argentiinan Raúl Estrada, johti voimakkaasti neuvotteluja ja tyrmäsi suoralta kädeltä mm. Yhdysvaltojen ehdotuksen päästökiintiöiden ”lainaamisesta” eri päästökausien välillä.

Sangen laaja-alaisten neuvottelujen seuraaminen vaati jatkuvaa tiedonkeruuta kokouksen aikana. Suomen valtuuskunnan jäsenenä sai neuvottelujen kulusta melko hyvin tietoa, mutta paljolti oli turvauduttava myös useiden eri järjestöjen ja organisaatioiden jakamaan materiaaliin.

Valtiot ja järjestöt pyrkivät luonnollisesti vaikuttamaan kokouksen päätöksiin ja erilaiset oheistapahtumat olivat tässä tärkeässä osassa. Ympäristöjärjestöt palkitsivat ”Vuoden fossiili” -tittelillä maat, jotka jarruttivat voimakkaimmin neuvotteluja. Muistaakseni Saudi-Arabia sai tittelin useana peräkkäisenä vuonna. Hallitukset jakoivat myös omia epävirallisia papereitaan, jotka eivät olleet siis niiden virallisia kantoja. Mukaan tarttui mm. paperi otsikolla “Non-Japanese non-paper not to be discussed”.

Suomen delegaation sisällä oli myös erilaisia painotuksia ja eri ministeriöiden näkemykset menivät joskus ristiin siitä, mikä olisi Suomen kannalta toivottavaa. Delegaatiomme johtajana toimi silloinen ympäristöministeri Pekka Haavisto ja mukana oli jäseninä myös useita eduskunnan ympäristövaliokunnan jäseniä. Kansanedustajat kyselivät ”asiantuntijaneuvoja” meikäläiseltä, tutkijalta, ja esittelinkin usein tieteen ja teknologian sekä politiikan näkemyksiä tohtorin tittelin tuomalla auktoriteetilla.

Vuosien mittaan olen osallistunut seitsemään COP-kokoukseen ja yhteen IPCC:n kokoukseen. Olen myös toiminut kolmessa COP-kokouksessa Suomesta lähteneen opiskelijaryhmän vetäjänä.
Opiskelijoille ja tutkijoille osallistuminen tuollaiseen YK-järjestelmän kokoukseen avaa aivan uudenlaisia näkökulmia kansainvälisen ympäristöpolitiikan tekemiseen ja siihen liittyviin kiemuroihin. Suosittelen vahvasti!

Jyrki Luukkanen
Erityisasiantuntija, TkT, dosentti

Artikkelin kirjoittaja, Tulevaisuuden tutkimuskeskuksen erityisasiantuntija, tekniikan tohtori Jyrki Luukkanen, on toiminut IPCC-paneelin luonnosraporttien arvioijana.

– – –

Artikkelin kuva: pixabay.com

Continuous Learning Propelled by Multidimensional Creation of Futures Knowledge

Sirkka Heinonen

How does learning change? What is the role of learning in tomorrow’s world? What, where and when to learn? How do we develop our futures literacy? How could futures education become part of all learning?

Concerning these visions and perspectives on learning, we received fresh insights from the thoughts of Njeri Mwagiru, keynote speaker at our 21st International Summer Conference ‘Learning Futures – Futures of Learning’. She is a senior futurist with the University of Stellenbosch, at the Institute for the Future (IFR) where we (FFRC) have previously had fruitful collaboration between our universities in the form of researcher exchanges, lectures and futures workshops.

Continuous learning

Continuous learning is a hot topic and positioned already at the core of the strategy of many universities, such as ours at the University of Turku. Human beings are never fully ‘ready’ – there is a continuous flood of learning flowing, with an increasingly diverse offering. However, I claim that continuous learning, which places a lot of emphasis on learning of those already in the workforce, should also be closely linked to the following dimensions of learning and mirror their combinations: lifelong learning, ubiquitous learning, peer-to-peer learning, and crisis learning. It is never too early – nor too late – to learn something. Especially learning about futures thinking is perfectly suitable at any stage of life. Of course, the sooner the better! Learning is both a right and a duty, but also a value and an absolute value.

Lifelong, equal and ubiquitous learning

The red thread of lifelong learning is intertwined with the idea that learning and education are not a separate period in a person’s life. Learning is a right and an opportunity to develop oneself at any stage of life and throughout the life cycle. Human being is a learning object – learning is at the heart of humanity. However, human motivation, ability, rights, and opportunities can vary greatly across the globe and in different cultures. Mwagiru raised the issue of equal access to learning as the number one challenge from an African perspective. She stressed the importance of enabling the education of girls.

Learning is more and more ubiquitous – effectuated all over places (lat. ubique = everywhere). Learning is not restricted within the walls of schools, universities and other educational institutions. Learning, as well as housing has become a multilocal activity. We learn not only in the curricula of educational institutions, but also in the workplace, at home, in hobbies and travel, in both the physical and virtual worlds, be it in waking and in sleep – or dreaming, in interaction as well as in the utmost moments of loneliness.

Hierarchies are crumbling and the categorical top-down model of education is tilting horizontally. We learn more and more from our peers. We learn effortlessly from peers because peers are on the same wavelength. On the other hand, Mwagiru also pondered that some form of mentoring, especially for young people, is always important so that peer learning does not risk becoming chaotic. The ethos of equality is permeating many other functions as well besides learning. We are adopting a narrative of a peer society where peer leverage is strong – in marketing, communications, commerce, urban development and even energy production. Households are eager to produce the energy they need themselves, for example with the help of solar panels, and in addition to the national grid, perhaps in the future, limited to their own local community.

The COVID-19 pandemic was an eye-opener highlighting the importance of crisis learning. One should learn from one’s mistakes, but even more far-reaching would be to learn to learn from crises. How can we learn from crises? Have we learned from this pandemic and if so what? Does it take more than one crisis before we start learning? I claim that learning from crises is an increasingly important and downright necessary part of futures literacy. It creates an arc of crisis anticipation, crisis survival and recovery. At its best, crisis learning means that, by identifying and analysing early warning signs, we can either avoid triggering a crisis altogether or at least find appropriate responses and buffer its harmful effects. In the RESCUE project, we explore how a built environment could improve such crisis awareness and futures resilience. With what kind of innovations could citizens enjoy public space together even during a pandemic? Self-disinfecting surfaces already exist, so will there be three-dimensional virus-free spaces in the urban space in the future – to enable movement and interaction?

Learning through embodied knowledge

Mwagiru also brought to the discussion in an interesting way the concept of embodied knowledge, which she has explored in her dissertation (2016). We learn a lot through rational thinking and reading texts, whether it is a physical book or digital curriculum. In addition, learning takes place through all of our senses, through the movements and experiences of the body. This aspect of learning should be explored more. The static nature of a learning situation can be a burden and a direct barrier to learning. The experiential knowledge accumulated in everyday activities is reminiscent of the concept of experiential knowledge used in, for example, cognitive psychology, techno simulations, and areas of religion. It also approaches Nonaka’s tacit knowledge concept, evading the strictly evidence-based knowledge. The role of experiential embodied knowledge and tacit knowledge in the creation of futures knowledge should be probed in more depth.

Art and empathy skills

Mwagiru also highlighted the strong focus of learning on STEM (science, technology, engineering and mathematics) – more arts could be included in learning, with the abbreviation expanding to STEAM. There is a need for a balanced curriculum that serves the development of the individual as a whole. Mwagiru suggests taking this debate to a more radical dimension and allowing our curriculum content to be modified as important learning areas for the arts? A hybrid of art and science can be as fruitful as a union of creativity and critical thinking. The arts are increasingly recognised for their ability to generate empathy in learners in ways that the hardcore sciences may not be able to produce.

We also know that empathy is becoming increasingly important as we move into the cultures of cooperation needed to solve the wicked problems that plague our “global village”. Empathy is a critical type of futures competence. Art can be a methodological and pedagogical tool for achieving such competence. Art can help in learning to adopt embodied knowledge. The significance of this is understood in the corporate world, where dance and theatre are often used as forms of team building, strategy and decision making. It would be interesting to see how combining technical, science and mathematics subjects with the arts could cross-fertilize ideas and enhance learning through a hybrid of the two approaches.

Futures literacy

The main goal of Mwagiru is to constantly emphasise the search for new “futures lenses ”. It could help to create something really novel and fresh in learning processes as a community of foresight that looks to the future in open-minded ways. This is an important part of developing futures literacy. Riel Miller (2015) uses a concept of ’pull learning of the radically new frontiers alongside the concept of ’push education aimed at degree qualifications.

Looking through the widening futures lenses expands the imagination and transcends rhetoric. It also creates a clear microscopic view to the often neglected peripheral and marginal, and also indigenous people’s ways of obtaining and learning knowledge, which over time has been left aside. Learning is much about acquiring new knowledge and experience – multidimensionally. When I asked Mwagiru about a new metaphor for learning, she described it as a spiral that breaks the rigidity of linear motion and path dependencies. The spiral is like a dance of dervishes seeking new sources of knowledge through movement.

Sirkka Heinonen
Professor Emerita

Dervissien tanssi
Dance of dervishes (pixabay.com)

Jatkuvan oppimisen vauhdittajana moniulotteinen tulevaisuustiedon hankinta

Tämä kirjoitus on julkaistu lyhyemmin Futuurissa 3/2021
sekä englanninkielisenä versiona.

Sirkka Heinonen

Miten oppiminen muuttuu? Mikä on oppimisen rooli tulevaisuuden yhteiskunnassa? Mitä, missä ja milloin opitaan? Miten kehitämme tulevaisuuslukutaitoamme? Miten tulevaisuuskasvatus voisi tulla osaksi kaikkea oppimista?

Näistä oppimisen tulevaisuuskuvista ja näkemyksistä saimme raikasta ravistelua 21. kansainvälisen kesäkonferenssimme ’Learning Futures – Futures of Learning’ pääpuhujan Njeri Mwagirun ajatuksista. Hän on Stellenboschin yliopistolta, sen tulevaisuuden tutkimusinstituutista (Institute for the Future). Meillä on aiemminkin ollut tiivistä yhteistyötä yliopistojemme välillä muun muassa tutkijavaihtojen, luentojen ja tulevaisuusverstaiden muodossa.

Jatkuva oppiminen – continuous learning

Tapetilla on jatkuva oppiminen, joka on jo monen yliopiston strategiaytimessä kuten meillä Turun yliopistossa. Ihminen ei ole koskaan täysin ’valmis’ – oppimista riittää jatkuvasti ja yhä monipuolisemmalla tarjonnalla. Jatkuva oppiminen, joka paljolti painottaa jo työelämässä olevien oppimista, olisi kuitenkin mielestäni hyvä kytkeä myös seuraaviin oppimisen ulottuvuuksiin ja peilata näiden yhdistelmiä: elämänpituiseen oppimiseen, ubiikkiin oppimiseen, vertaisoppimiseen ja kriisioppimiseen. Ei ole koskaan liian aikaista – eikä liian myöhäistä – oppia jotain. Varsinkin tulevaisuusajattelun oppiminen sopii mihin tahansa elämänvaiheeseen. Tietysti mitä aiemmin, sen parempi. Oppiminen on oikeus ja velvollisuus, mutta myös arvo ja itseisarvo.

Tasavertainen ja ubiikki oppiminen

Elämänikäisen oppimisen punainen lanka kietoutuu ajatukseen, että oppiminen ja koulutus ei ole erillinen jakso ihmisen elämässä vaan oppiminen on oikeus ja mahdollisuus kehittää itseään missä elämänvaiheessa tahansa ja koko elämänkaaren ajan. Ihminen on oppiva olio, oppiminen on ihmisyyden ytimessä. Ihmisen halu, kyky, oikeudet ja mahdollisuudet voivat kuitenkin vaihdella paljonkin maapallonlaajuisesti ja Mwagiru nostikin Afrikan näkökulmasta ykköshaasteeksi tasavertaisen pääsyn oppimisen piiriin. Hän korosti tyttöjen koulutuksen mahdollistamisen tärkeyttä.

Oppiminen on yhä enemmän ubiikkia – kaikkialla tapahtuvaa (lat. ubique = kaikkialla). Oppiminen ei rajaudu koulun, yliopiston ja muiden oppilaitosten seinien sisälle. Oppiminen, samoin kuin asuminen, on monipaikkaista. Opimme paitsi oppilaitosten koulutuksessa myös työpaikoilla, kotona, harrastuksissa ja matkoilla, niin fyysisessä kuin virtuaalimaailmassa, niin valveilla kuin unessakin – tai unelmoidessakin. Niin vuorovaikutuksessa kuin yksinäisyyden ylimmillä orsilla.

Hierarkiat ovat murenemassa ja koulutuksen kategorinen ylhäältä-alas -malli on kallistumassa horisontaaliseksi. Opimme yhä useammin vertaisilta. Vertaisilta opimme vaivattomasti, koska vertaiset ovat samalla aallonpituudella. Toisaalta Mwagiru pohti myös sitä, että jonkinlainen mentorointi on erityisesti nuorten kohdalla aina tärkeää, ettei vertaisoppiminen muutu kaaosmaiseksi. Vertaisuuden eetos on läpäisemässä monia muitakin toimintoja kuin oppimista. Aletaan puhua jopa vertaisyhteiskunnasta, jossa vertaisuuden vipuvoima on vahva – markkinoinnissa, viestinnässä, kaupankäynnissä, kaupunkirakentamisessa ja jopa energiantuotannossa. Kotitalouksilla on intoa tuottaa itse tarvitsemansa energia vaikkapa aurinkopaneelien avulla ja jakaa sitä valtakunnallisen verkon lisäksi tulevaisuudessa ehkä rajattuna vain omaan lähiyhteisöön.

COVID-19 -pandemia viimeistään nosti esiin myös kriisioppimisen merkityksen. Ihmisen tulisi oppia virheistään, mutta vielä laajakantoisempaa seurauksiltaan olisi oppia kriiseistä. Miten voimme oppia kriiseistä? Olemmeko oppineet tästä pandemiasta ja jos niin mitä? Kriiseistä oppiminen on mielestäni yhä tärkeämpi ja suorastaan välttämätön osio tulevaisuuslukutaitoa. Se luo kaaren kriisien ennakoinnista, kriisin kestämiseen ja siitä ulos selviytymiseen. Parhaimmillaan kriisioppiminen merkitsee sitä, että pystymme varhaisten merkkien tunnistamisen ja analyysin avulla joko välttämään jonkin kriisin laukeamisen kokonaan tai ainakin puskuroimaan sen vahingollisia vaikutuksia. RESCUE-hankkeessa tutkimme, miten rakennettu ympäristö voisi parantaa tällaista kriisikestävyyttä ja tulevaisuusresilienssiä. Minkälaisten innovaatioiden turvin kansalaiset voisivat nauttia julkisesta tilasta yhdessä myös pandemian aikana? Itseään desinfioivia pintoja on jo olemassa, saadaanko tulevaisuudessa kolmiulotteisesti virusvapaita tiloja kaupunkitilaan – mahdollistamaan liikkumisen ja vuorovaikutuksen?

Kehollinen oppiminen – embodied knowledge

Mwagiru toi keskusteluun kiintoisalla tavalla myös kehollisen oppimisen käsitteen (embodied knowledge), jota hän on väitöskirjassaan (2016) tutkinut. Opimme paljolti rationaalisen ajattelun avulla ja tekstejä lukien, olipa kyseessä fyysinen kirja tai digitaalinen oppiaineisto. Sen lisäksi oppimista tapahtuu kaikkien aistien kautta, kehon liikkeiden ja kokemusten kautta. Tätä oppimisen puolta soisi tutkittavan enemmän. Oppimistilanteen staattisuus voi olla rasite ja suoranainen este oppimiselle. Kokemusperäinen arjen aktiviteeteissa kertynyt tietämys muistuttaa esimerkiksi kognitiivisessa psykologiassa, teknosimulaatioissa ja uskonnon alueilla käytettyä kokemuspohjaisen tiedon käsitettä. Se lähestyy myös Nonakan hiljainen tieto -käsitettä. Kokemusperäisen kehollisen tietämyksen ja hiljaisen tiedon asemaa ja arvostusta tulevaisuustiedon luonnissa kannattaisikin tutkailla nykyistä syvällisemmin.

Taide ja empatiaosaaminen

Mwagiru nosti esiin myös sen, kuinka voimakkaasti oppiminen on keskittynyt STEM-kokonaisuuteen (tiede, tekniikka, insinöörityöt ja matematiikka) – oppimiseen voitaisiin sisällyttää nykyistä enemmän taideaineita, jolloin lyhenne laajenisi STEAMiksi. Tarvetta on tasapainoiseen opetussuunnitelmaan, joka palvelee yksilön kehittämistä kokonaisuutena. Mwagiru haluaisi viedä tämän keskustelun radikaalimpaan ulottuvuuteen ja antaa taiteiden tärkeinä oppimisalueina muokata opetussuunnitelmasisältöämme, Taiteen ja tieteen hybridi voi olla yhtä hedelmällinen kuin luovuuden ja kriittisyyden liitto. Taiteet tunnustetaan yhä enemmän niiden kyvystä synnyttää empatiaa oppijoissa tavalla, jota kovat tieteet eivät ehkä pysty aikaansaamaan.

Tiedämme myös, että empatia on yhä tärkeämpää, kun siirrymme yhteistyökulttuureihin, joita tarvitaan ”maailmanlaajuista kyläämme” piinaavien viheliäisten ongelmien ratkaisemiseksi. Empatia on tulevaisuuden osaamisen kriittinen laji. Taide voi olla metodologinen ja pedagoginen väline tällaisen osaamisen saavuttamiseksi. Taide voi auttaa oppimisessa kehollisen tiedon saavuttamista. Tämän merkitys on ymmärretty yritysmaailmassa, jossa käytetään tanssia ja teatteria tiiminrakennuksen, strategian ja päätöksenteon muotoina. Olisi kiintoisaa nähdä, kuinka teknisten, luonnontieteiden ja matematiikan aineiden yhdistäminen taiteisiin voisi ristiin hedelmöittää ideoita ja parantaa oppimista näiden kahden lähestymistavan hybridin kautta.

Tulevaisuuslukutaito

Tärkeimpänä tavoitteena Mwagiru korostaa jatkuvasti uusien ”tulevaisuuslinssien” etsimistä. Sen avulla voisi oppimisprosesseihin luoda jotain oikeasti uutta ja tuoretta ennakointiyhteisönä, joka katsoo tulevaisuuteen ennakkoluulottomilla tavoilla. Tämä on tärkeä osa tulevaisuuden lukutaidon kehittämistä. Riel Miller (2015) käyttää tutkintopätevyyteen tähtäävän ’push education’ -käsitteen rinnalla radikaalisti uuteen vetovoimaisesti kurkottavan oppimisen ’pull learning’ -käsitettä.

Avartavien tulevaisuuslinssien läpi katsominen laajentaa mielikuvitusta ja ylittää retoriikan. Se luo näköyhteyden myös perifeeriseen ja marginaaliseen, ja myös alkuperäiskansojen tapoihin tiedon hankintaan ja oppimiseen, mikä aikojen saatossa on jätetty syrjään. Oppiminen on paljolti uuden tiedon ja kokemuksen hankintaa – moniulotteisesti. Kysyessäni Mwagirulta oppimisen uutta metaforaa, hän kuvasi sen spiraaliksi, joka murtaa lineaarisen liikkeen jäykkyyden. Spiraali on kuin dervissien tanssi, jolla tavoitellaan uusia tiedon lähteitä liikkeen avulla.

Sirkka Heinonen
Professori emerita

Dervissien tanssi (Pixabay.com)

Finland Futures Research Centre's Blog