Wednesday, July 9, 2025

Planning & Forecasting

 

MoThoughts

Planning & Forecasting

July 9th, 2025

 

Introduction

      Traditional forecasting analyzed historical data and trends to create predictive models of the future.  Scenario Planning is an exploration tool that looks at forces affecting a business organization’s marketing environment (ICEF, 2021b). Scenario Planning uses current data to extrapolate possible futures of opportunity, threats and possible innovation (ICEF, 2021b).  

The discussion below is predominantly based on videos from Woody Wade’s, lecture at GLOBIS Insights and Oliver Baxter’s TEDx Talks and looks at both concepts from the benefits of Scenario Planning. 

Scenario Planning vs Traditional Forecasting

In the TEDx video, The future of Work and Place, Oliver Baxter refers to Scenario planning as Futuring. He describes it as a relatively new concept that requires investing in existing fields to expand its growth in the future (TEDx Talks, 2019). Mr. Baxter notes that this process includes rethinking our reality’s perspective in order to unveil creativity and untapped resourcefulness (TEDx Talks, 2019).

This unveiling process requires sticking to three points (taking a long realistic view, using outside thinking and collaborating with experts from multiple disciplines or perspectives) while using the STEEP principle (sociological, technological, economic, environmental or political) to address and identify forces (TEDx Talks, 2019).

      Mr. Baxter noted four areas of comparison and contrast between scenario planning and traditional forecasting as follows,

1.     Scenario planning is differentiated from traditional forecasting by moving from imagining and creating actionable insights to viewing current trends that link together based on the identified forces (TEDx Talks, 2019).

2.     Scenario planning sees the workplace as being more contractual and with shorten work almost projectized timelines with environments redesigned for flexible movement based on current corporate objectives (TEDx Talks, 2019).

3.     Traditional forecasting generally ‘looked’ very far into the future which had the result of producing unconcern for those involved in the process. Scenario Planning views a shorter – i.e. 6 year- time span that contributors could envision themselves participating in (TEDx Talks, 2019) and therefore invokes a sense of inclusivity.

4.     Traditional forecasting generally started with a narrow scope, focusing on the company or the company- based objectives or challenges.  Scenario Planning identified outside forces by looking at wider perspectives and trends and narrowing those down to see how they could possibly influence the organization (TEDx Talks, 2019).

5.     The wider scope of scenario planning demands a larger team to be consulted using experts from different industries or companies, whereas in traditional forecasting the groups were prone to homogeneity.

The Globis Insights lecture conducted by Mr. Woody Wade covered similar points when looking at scenario planning and traditional forecasting. Mr. Wade cautioned that business people live for the future and must realize that the future is constantly changing, this change necessitates a state of readiness that is best conducted by the new concept of scenario planning (GLOBIS Insights, 2023).    Mr. Wade further notes that scenario planning is a tool that provides organizations an opportunity to come up with a structured and logical approach because it asks what landscapes could look like in the future.

This process requires exploratory visualizations of alternative futures and not predictive statements.  Mr. Wade recommended using PEST model/ principle (political, economic, societal and technological) forces that would impact trends or future development (GLOBIS Insights, 2023, ICEF, 2021b).   

Two areas of comparison and contrast between scenario planning and traditional forecasting highlighted by Mr. Wade are,

1.     Scenario planning is a multi-stage procedure that seeks to focus trends or driving forces down to critical uncertainties (GLOBIS Insights, 2023, ICEF, 2021b). This has the advantage of pooling resources towards future trends with the largest potential impact.

2.     Traditional forecasts viewed the future in a linear projection model based on historical occurrences. Scenario planning uses critical uncertainties to focus on structured quadrants/ matrices which allocate the advantages or disadvantages stemming from the uncertainty.  

Conclusion

Scenario planning is also described as “multiple alternate futures in which decisions may play out” (Ogilvy, 2022). He recommends sticking with four scenario perspectives and conducting a detailed eight step process which involved choosing points to explore and tell a story.    Like Wade, Ogilvy uses structured matrices to look at critical uncertainties which can be used to develop a strategic position.

Ogilvy notes that there are many ways to conduct scenario planning (2022).  Wade and Baxter demonstrate two ways of using scenario planning which utilizes models to identify forces which impact potential futures.

 

References

GLOBIS Insights. (2023, July 28). Scenario Planning: Thinking Differently about Future Innovation [Video]. YouTube. https://www.youtube.com/watch?v=y-CccEPJJ7k

ICEF. (2021b, January 27). Beyond forecasting: how to use scenario planning to map the future. ICEF Monitor - Market Intelligence for International Student Recruitment. https://monitor.icef.com/2014/02/beyond-forecasting-how-to-use-scenario-planning-to-map-the-future

Ogilvy, J. (2022, April 14). Stratfor: Scenario planning and strategic forecasting. Forbes. https://www.forbes.com/sites/stratfor/2015/01/08/scenario-planning-and-strategic-forecasting/

TEDx Talks. (2019, June 21). Scenario planning - the future of work and place | Oliver Baxter | TEDxALC [Video]. YouTube. https://www.youtube.com/watch?v=XAFGRGm2WxY

 

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