Avainsana-arkisto: scenarios

Energy, Sustainability and Foresight talk in Lima, Peru

Marianna Birmoser Ferreira-Aulu

On Monday 19 November, Project Researcher Marianna Birmoser Ferreira-Aulu gave a lecture on Futures Studies, Energy and Sustainability in UTEC (Universidad de Ingeniería y Tecnología) in Lima, Peru.

The event was organized by the prospectiva start-up consultancy company Project A+. It started with an introduction on Futures Studies and Foresight, by their Prospective and Strategic Management Chief Omar Del Carpio. Del Carpio is also the CEO of the Peruvian Foresight and Innovation Biofuture Lab. After his introduction, Mrs. Ferreira-Aulu gave her talk using her Master’s Thesis as an example of how Futures Studies can be an empowering field of work.

The lecture ended with a panel of discussion together with Ricardo Rodríguez -Director of the International Federation of Systems Research (IFSR), Julien Noel -Director of the faculty of engineering, and Omar del Carpio.

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Is there a Future after the Belo Monte Dam?

Ferreira-Aulu’s work is entitled ”Is There A Future After The Belo Monte Dam? Building Futures Scenarios For The Volta Grande Do Xingu In Amazonia, Brazil.” (full PDF here)

In her thesis, published in 2017, she produced four scenarios of alternative futures for the Volta Grande do Xingu region, taking into account the socio-environmental impacts already caused by the Belo Monte Dam, currently being built in the Brazilian Amazonia, as well as future impacts, which can be different, depending how different actors behave on the days to come.

Despite Ferreira-Aulu’s rusty Spanish (or very fluent portuñol) the audience was attentive and interested. In addition to the students and teachers from UTEC university, the audience also counted with fellow futurists, consultancy companies, producers of EIAs in Peru, as well as representatives from the Peruvian Ministry of Energy and Mines.

The Q&A in the end was a lively and rich discussion between panellists and the audience. A video of the full lecture in available in the Facebook, and the language of the lecture was Spanish (or Portuñol).

Marianna Birmoser Ferreira-Aulu
MA Futures Studies, Project Researcher
Finland Futures Research Centre

Photos: Foresight and Innovation Biofuture Lab

Scenarios as Stairways to Resilient Futures

Sirkka Heinonen:

Scenario thinking, planning and construction occupy a core sphere in futures studies. Scenarios were among the first futures research methods that were developed and applied, first for strategic and military purposes, then for companies, regions, cities, communities and governments.  However, there’s more to the story than meets the eye. The full potential of scenarios as empowering tools is not yet discovered.

Scenarios are a pioneering futures studies method – true

Ever since the beginning of the field of futures research and studies in early 1950s, the scenario construction has been applied. The method was introduced in Dutch Shell and RAND companies, used and developed by such major actors as Pierre Wack and Herman Kahn,, as well as by Gaston Berger in France. Kahn borrowed the term “scenario” from the theatre world and drama – it consists of a stage, plot, actors, sequence of action, for military and strategic purposes. Vuokko Jarva (2018) even developed a specific scenario drama method – scenarizing in dialogue – where the narrative is first and foremost a means of communication and aims at collective mobilization.

Through scenarios we can embrace uncertainties – true

Eleonora Masini (1993) takes scenarios as educational and informative policy tools – as “instruments which aid decision-makers by providing a context for planning and programming, lowering the level of uncertainty and raising the level of knowledge”. Vervoort et al. (2015, 62-63) perceive scenarios within a “worldmaking framework” for envisioning and pursuing better worlds. They propose scenarios as “worlds”, instead of just narratives – and instead of reducing uncertainty, it should be embraced through diverse, contrasting futures. Scenarios and futures studies help us to navigate in the uncertain world. It is necessary to embrace even unpleasant alternatives – otherwise one is ill prepared and unable to react when something unexpected happens (Wilenius 2017).

Scenarios are an eye-opening mindset – true

I like the expression that scenarios are vivid manuscripts of the future. Moreover, coherent manuscripts of various, alternative futures. Scenario thinking means basically thinking in alternatives. It also means anticipatory thinking in very different ways, not just following linear trajectories. Scenarios have a generic role of opening up imagination when stepping into the futures – finding the right stairways to scenario “heavens”.  They also have a special role in paving the way to stakeholders to prepare themselves to tomorrow’s worlds, by giving support to decision-making. Scenarios are themselves comprehensive futures processes (not just a method) – resulting in subsequent policy recommendations and measures to be taken (please see Chapter 4 for the recommendations given on the basis of our recent Neo-Carbon Energy scenarios (Heinonen et al. 2017).

Scenarios come in various colours – true

Scenario is probably by far the most frequently used futures technique, at least the best known and developed one. For Sohail Inayatullah (2008, 15) scenarios are the “tool par excellence of futures studies”. They open up the present, outline the range of uncertainty, and offer alternatives. However, we all know there is no such thing as a single scenario method. Instead a scenario technique toolbox, full of various types of scenarios and scenario processes. For various typologies, see e.g. Van Notten et al. (2003). Scenarios can be explorative or normative. Proponents of different scenario types can also been classified as the positivist or “probability” camp and the constructivist or “plausibility” camp (Vervoort et al. 2015). Yet another two category set of scenarios is: quantitative or qualitative. A combination of both is recently being applied in many scenario projects, and we can also call them hybrid scenarios. Examples of two recent scenario sets are Shell’s New Lens Scenarios “Mountains and Oceans” and Millennium Project’s Global Future of Work/Technology 2050 Scenarios  (Glenn et al. 2017). A key point in using these kinds of scenarios is to investigate the scenario contents and narratives further. The three Millennium Project scenarios, for instance, can be reflected in national workshops to enquire what implications such scenarios would have in the national level. Consequently, the “users” of the scenarios can come up with relevant recommendations for necessary measures to be taken.

Dator (2009) claims that all scenarios that so far have been or ever will be made fall into one of the four scenario archetypes: growth, collapse, discipline, and transformation. In Our Neo-Carbon-Energy project we chose to construct all four scenarios – Radical start-ups, Value-driven Techemoths, Green D-I-Y Engineers, and New Consciousness as transformative. In Dator’s terms Transformation is the most radically changed future, going beyond the basic assumptions of the other three archetypes: transformation arising either through dramatic technological change or through spiritual change, and often through their combination. By choosing this category we wanted the scenarios to be used as eye-openers to reflect on the coming tsunamis of change. There are several specific characteristics and experimental features adopted in the construction of Neo-Carbon Energy scenarios. By nature they are all radical, but possible, and to a varying degree probable, even though the probability of any scenario ever being realized is “vanishingly small” as Gordon and Glenn (2018) remind us.

Scenarios are about re-framing – true

We wanted to reframe the question of how a future energy system might look like, since it is a key to transformation.  Ramírez and Wilkinson (2016, 218–219) accentuate the importance of reframing, which as an approach is similar to consideration of alternative imageries of futures. They see the conventional framing as “a lens, device, or type of filter that both includes and excludes”. The Neo-Carbon Energy scenarios reframe a) energy systems by describing a transformation in the energy system itself – from their current state to a 100% renewable and decentralised system – and b) a transformation in social relationships from the current state to relatively autonomous and self-sufficient peer-to-peer communities. In the scenarios, the renewable energy system has enabled and empowered these peer-to-peer communities.

These Neo-Carbon Energy scenarios have been presented and communicated in various platforms and events to make them understandable for users. An incremental participatory approach was adopted to open up the platform of scenario construction process to interaction with various stakeholders (Ernst et al. 2018). The scenarios were subjected to several types of testing:

  • The process of five futures cliniques conducted were a fruitful source for inputs, insights, and continuous feedback to the scenarios. The total of over 160 participants from different backgrounds attended these cliniques. (See e.g. Ruotsalainen et al. 2016).
  • The scenarios were being tested by running a CLA game on them (Heinonen et al. 2017d; Heinonen et al. 2015)
  • The scenarios were also “x-rayed” in various case countries through an international survey and workshops in order to contextualize them in different geo-political, socio-technical or socio-cultural conditions, and in order to identify pioneers for the depicted scenario futures. (Lang et al. 2016; Karjalainen & Heinonen 2017; Heinonen at al. 2017e; Heinonen at al. 2016b; Heinonen 2017)
  • The scenarios were also tested by “bombarding” them with black swans in the last of the five futures cliniques. The results were further deepened through a cross-impact analysis the day after the clinique in a small expert workshop (Heinonen et al. 2017b; 2017c).

Thus, new inputs and feedback were incrementally accumulated for and by the research team. Gordon & Glenn (2018) advocate these kind of interactive scenarios as becoming the mainstream in future scenario construction. The scenarios can be tested with various interactive techniques. Rowe et al. (2017) even propose differentiating scenario planning and horizon scanning methodologies, and enhancing the latter by utilizing pre-developed scenarios. Wright and Cairns (2011, 24) consider it a guiding principle in scenario construction that new ideas can be added at any stage of the process.  Our narratives were intentionally written as rather “open”, to leave room for diverse interpretations – as a challenge for users to exercise their imagination. According to Ramirez and Wilkinson (2016, 44) effective narratives are “open stories”, helping their readers to generate meaning while they use them.

Scenarios are like beehives – collectively and interactively constructed in fluent communication.

Scenarios launch a learning and communication process towards action – true

Making scenarios, reading them, and using them for policy-making is a learning process. They serve their purpose if they lead into action. Masini (2006, 1166) advocates us to “learn to live with the future” through systematic futures thinking, directed to visioning and consequent acting. Not passively adjusting to the future, but of steering it into the direction we responsibly choose. She sees futures projects as “political and ethical positions that lead to action”. In a similar vein, Gordon & Glenn (2018) judge the best scenarios as describing plausible means for improvement and eliminating roadblocks to a desirable future, by providing better understanding of future risks and uncertainties.

Ringland (1998, 190) considers scenarios as a good management tool for creating novelty, i.e. new ideas and identifying opportunities presented by the new environment – as in the case of the Neo-Carbon Energy scenarios, novelty is the new energy infrastructure. She emphasizes the importance of communicating the scenarios in order to engage the individual or group. “Thinking inside” the scenarios cannot start before such communication. It is only by working with the scenarios that learning becomes possible. Accordingly, creating models of the future – scenarios – and trying to understand and experience them from inside is a “way of rehearsing change” (ibid., 49). Masini (2006, 1166) calls for rethinking futures studies – the whole field must according to her turn into “acting for the future”.

The value of scenarios is in their usability – true

Their value is embedded in their emancipatory power, usability and influence. Then again, the desirability and usability of scenarios may vary hugely according to the stakeholders’ interests and views – whose futures? Whose scenarios? There’s a lot to do regarding how we can not only construct, but also use scenarios. At their best, scenarios function as versatile testbeds, to be used for “futures reality checking” in light of organizational strategies (Van der Heijden 2005, 118). Our view of scenarios in Neo-Carbon Energy project displays them as alternative ways of imagining the futures as part of futures literacy.  The core aim and benefit of scenarios is futures preparedness – systematic and open futures capacity building. Riel Miller’s (2007, 343) concept of futures literacy encourages us to use the potential of the present more effectively, to develop the capacity for more imaginative storytelling required for scenarios  in order to realise our aspirations. More efforts could, however, be made to perceive scenarios as integral instruments for serious but transformative futures preparedness and mobilizing futures emancipation. The end result will be futures resilience – capacity to survive and even succeed in turbulent futures through collective learning-based futures literacy and action-orientated futures consciousness.

Sirkka Heinonen

The author is Professor in Futures Research and teaches in the Master’s Programme of Futures Studies at Turku School of Economics, University of Turku.

REFERENCES

Dator, Jim (2009) “Alternative Futures at the Manoa School” Journal of Futures Studies. Vol14 (2), 1-18.

Ernst, Anna – Biss, Klaus H. – Shamon, Hawal – Schumann, Diana & Heinrichs, Heidi U (2018) Benefits and challenges of participatory methods in qualitative energy scenario development. Technological Forecasting & Social Change 127 (2018) 245–257.

Glenn, Jerome – Florescu, Elizabeth & the Millennium Project Team (2017) State of the Future 19.0. Millennium Project. Washington D.C.

Gordon, Theodore & Glenn, Jerome (2018) Interactive scenarios. In: Sokele, Mladen & Moutinho, Luiz Abel (eds) Innovative Research Methodologies in Management. Forthcoming.

Heinonen, Sirkka (2017) Pioneer analysis and international cultural changes. Application of positrend and negatrend analysis in the identification of cultural change. In: Heinonen, S. – Kuusi, O. & Salminen, H. (eds) How do we explore futures? ACTA FUTURA FENNICA nro 10, Helsinki, p. 241–251.

Heinonen, Sirkka – Honkapuro, Samuli – Karjalainen, Joni – Koljonen, Tiina – Ruotsalainen, Juho & Similä, Lassi (2017) Final Neo-Carbon Energy Countdown – Ready for Renewables. Finland Futures Research Centre FFRC eBook 11/2017.

Heinonen, Sirkka – Karjalainen, Joni – Parkkinen, Marjukka – Ruotsalainen, Juho & Zavialova, Sofia (2017b) Surprising Energy Futures. Neo-Carbon Energy Futures Clinique V. FFRC eBOOK 4/2017, Finland Futures Research Centre, University of Turku. 150 p.

Heinonen, S. – Karjalainen, J. – Ruotsalainen, J. & Steinmüller, K. (2017c) Surprise as the New Normal – Implications for Energy Security. European Journal of Futures Research (2017) 5: 12.

Heinonen, Sirkka – Minkkinen, Matti – Karjalainen, Joni & Inayatullah, Sohail (2017d) Testing transformative energy scenarios through causal layered analysis gam ing, Technological Forecasting and Social Change 124: 101-113,

Heinonen, Sirkka – Vähäkari, Noora & Karjalainen, Joni (2017e) Neo-Carbon Energy World – What Opportunities for Chile? Neo-Carbon Energy Futures Clinique IV.  FFRC eBOOK 3/2017, Finland Futures Research Centre, University of Turku. 63 p.

Heinonen, Sirkka – Karjalainen, Joni & Ruotsalainen, Juho (2016) Radical Transformation in a Distributed Society – Neo-Carbon Energy Scenarios 2050. NEO-CARBON ENERGY WP1 Working Paper 1/2016. Finland Futures Research Centre, 84 p.

Heinonen, Sirkka – Karjalainen, Joni – Helle, Aino & Nisula, Sakari (2016b) Argentinian Energy Landscapes. Case study of the Neo-Carbon Energy Project. Finland Futures Research Centre eBook 12/2016.

Heinonen, Sirkka – Balcom Raleigh, Nicolas – Karjalainen, Joni – Minkkinen, Matti – Parkkinen, Marjukka & Ruotsalainen, Juho (2015) CLA GAME REPORT: Causal Layered Analysis Game on Neo-Carbon Energy Scenarios. FFRC eBOOK 12/2015. Finland Futures Research Centre, University of Turku. 112 p.

Van Der Heijden, Kees (2005) Scenarios: The art of strategic conversation. Chichester, John Wiley & Sons.

Inayatullah, Sohail (2009) Questioning scenarios. Journal of Futures Studies, Febr. 2009, 13 (3): 75–80.

Jarva, Vuokko (2017) Scenarizing in Dialogue. In: Heinonen, Sirkka, Kuusi, Osmo & Salminen, Hazel (eds.) (2017). How Do We Explore Our Futures? Acta Futura Fennica 10. Finnish Society for Futures Studies, Helsinki, 156–171.

Karjalainen, Joni & Heinonen, Sirkka (2017) Using deliberative foresight to envision a neo-carbon energy innovation ecosystem – a case study of Kenya. African Journal of Science, Technology, Innovation and Development, p. 1–17, DOI: 10.1080/20421338.2017.1366133. ISSN 2042-1338

Lang, Merja – Karjalainen, Joni & Heinonen, Sirkka (2016) Glocal Insights to Neo-Carbon Energy and Its Forerunners. Neo-Carbon Energy WP1 Working Paper 4/2016. Finland Futures Research Centre, 112 p.

Masini, Eleonora (2006) Rethinking futures studies. Futures 38 (2006) 1158–1168.

Masini, Eleonora (1993) Why Future Studies? London, Grey Seal Books.

Miller, Riel (2007) Futures literacy: A hybrid strategic scenario method. Futures 39 (2007), 341–362.

Ramirez, Rafael & Wilkinson, Angela (2016) Strategic Reframing. The Oxford Scenario Planning Approach. Oxford.

Ringland, Gill (1998) Scenario Planning. Managing for the Futures. Chichester.

Ruotsalainen, Juho – Karjalainen, Joni – Child, Michael & Heinonen, Sirkka (2017) Culture, values, lifestyles, and power in energy futures: A critical peer-to-peer vision for renewable energy. Energy Research & Social Science 34 (2017), 231–239.

Ruotsalainen, Juho – Heinonen, Sirkka – Karjalainen, Joni & Parkkinen, Marjukka (2016) Peer-to-peer work in the digital meaning society 2050. European Journal of Futures Research 4(10).

Shell energy scenarios to 2050. Signals & Signposts. 

Wilenius, Markku (2017) Patterns of the future. Understanding the Next Wave of Global Change. World Scientific Publishing Europe. London.

Wright, George & Cairns, George (2011) Scenario Thinking. Practical Approaches to the Future. New York, 176 p.

 

Photos: Sirkka Heinonen

The Mexican Dream

Ulla Gordillo

The American Dream is a well-researched concept which promises that by hard work everyone will become a happily married homeowner, be better off than their parents having a safe job, retire comfortably, have savings to survive any crises, afford the kids’ education and have a good access to healthcare, but what would be its equivalent for Mexico?

We study the Mexican Dream for young adults, 25 to 35 year old Mexicans, with the objective of developing an understanding of the core values of young Mexican adults reflected in their consumer behavior in the financial sector. The study is made to improve the client base of Expertos Patrimoniales, a Mexican financial investment broker company of young adults also referred to as Generation Y or Millennials.

We use a cross-cultural consumer behavior framework by David Luna, in order to consider factors like culture, and value systems to uncover the Mexican Dream for young Mexican adults. To gather data for this study, six focus group discussions of key informants were carried out in specific areas, such as consumer behavior, futures images and Mexican culture among others. The results suggest that the core drivers of the Mexican Young adults, known as Generation Y, differ from the traditional cultural values in several ways; these results are used to create four images of the future in order to understand the young Mexican adults core drivers for the future:

  • Following the North Americans image describes a future based on the traditional Mexican values updated with a modern twist; where the women is a fulltime never demanding housewife and has full access to the money that her husband earns at work.
  • The Muddling Through image describes a future where the most important aspects of life go wrong, and it represents the Mexican Nightmare.
  • The Telenovela combines positive and negative aspects in an image of the future; the Mexican Dream seems to either last too little or be lacking on some of the most important areas of life.
  • The Going European image strives for a civilized individualism, and in which the young Mexican adults are seen by the Mexican society as rebellious and going against traditional values.

These scenarios have been mainly used by Expertos Patrimoniales to search for fitting investment options for the Millennials or Generation Y Mexicans, in order to expand their young adult customer base. In addition, these are useful to profile prospective clients and prepare for a sales meeting on financial services; the diagnostic pre questions made to the prospective clients provides information useful to understand which scenario fits their life and promote suitable investment alternatives.

I personally found both interesting and sad that the Mexican young adults consider, according to the study, the “Following the North American” the ideal future, however think that it is unrealistic and impossible to achieve for which they actively follow a path towards a, according to them ,“realistic future”, which is a variation of one of the three other scenarios.

Writer Ulla Gordillo graduated from FFRC’s Master’s Degree Programme in Futures Studies in 2015. She currently works as Marketing Director for Expertos Patrimoniales – Wealth Management Advisors in Mexico.

Research was done in collaboration between Expertos Patrimoniales and Finland Futures Research Centre. Read more from the article: Kontio, Ulla Gordillo & Tapio, Petri (2017) Four Mexican dreams: What will drive the Mexican millennial to invest? Futures, Volume 93, October 2017, Pages 89-101.