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4 Steps to the Future: A Quick and Clean Guide to Creating Foresight Paperback – March 1, 2016
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This book by Richard Lum, an academically trained futurist, is a practical, straight-to-the-action guide for creating foresight in any organization. Written for today’s attention-stressed and resource-deprived manager, 4 Steps to the Future provides an easy-to-understand process for creating insight about the future that individuals can immediately begin applying within their organization.
Drawing upon almost twenty years of developing foresight within and for organizations of all types, Lum distills some of the essentials of good futures research and lays out a four step process for developing foresight. Beginning with an analysis of the history of any industry or company, the 4 Steps process leads readers through analyzing the present, forecasting alternative scenarios, and reformulating goals and vision.
Intended for managers and executives in need of easy-to-apply tools that can be used immediately within organizations, 4 Steps to the Future is written as a guidebook. Readers who are looking for a resource that provides them the guidance and tools to conduct a foresight project themselves, or who have to lead an upcoming foresight effort, will find this book an indispensable guide.
Complete with worksheets, exercises, and checklists for daily habits, 4 Steps to the Future is an invaluable resource for every organizational leader.
From the back cover:
"4 Steps to the Future provides a concise, pragmatic structure to think about business strategy in an environment where innovation is disrupting traditional approaches. A quick, engaging read with helpful examples, it shows one how to systematically challenge one's assumptions about how the competitive landscape may change." -Allen Uyeda, former President and Chief Executive Officer, First Insurance Company of Hawaii
"In 4 Steps to the Future, Dr. Richard Lum has created a unique and immensely practical manual that will be useful for anyone engaged in critical thinking and strategic planning, particularly those leaders who are responsible for developing strategic goals in the face of change and uncertainty. With very accessible explanations. he reviews the value and uses of foresight - a concept that, in the available literature, has previously been treated in largely academic and theoretical fashion. Without oversimplifying key ideas, he outlines step-by-step approaches for developing foresight and vision, particularly in terms of identifying and understanding the implications of external change."
-Malia Du Mont, Co-President and Chief Operating Officer, Axis Capital Inc., former Director of Strategy, Office of the Secretary of Defense
"This is an outstanding "how-to" book for anyone wanting to get started in the art and science of futures and forecasting. Dr. Lum struck the perfect balance of description, instruction, practicality and humor in this easy to read volume. If you are simply interested in learning more about the field of futures or are preparing to host your own workshop, this is the place to start."
-Stephen D. Kiser, PhD, Senior Innovator for US Pacific Command, former Special Assistant to the Chairman of the Joint Chiefs of Staff
- Print length88 pages
- LanguageEnglish
- Publication dateMarch 1, 2016
- Dimensions6 x 0.22 x 9 inches
- ISBN-100997278307
- ISBN-13978-0997278309
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- Publisher : Vision Foresight Strategy LLC (March 1, 2016)
- Language : English
- Paperback : 88 pages
- ISBN-10 : 0997278307
- ISBN-13 : 978-0997278309
- Item Weight : 5 ounces
- Dimensions : 6 x 0.22 x 9 inches
- Best Sellers Rank: #124,482 in Books (See Top 100 in Books)
- #4,481 in Social Sciences (Books)
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Here’s an overview of what you find inside:
- Past: The Past section covers how to review a specific issue changes over previous years and the source of those changes (science & technology advancements, conflict or competition, new ideas & values, and chance). The goal is to recognize patterns and how they have led the company or industry to where it is now.
- Present: Once the team has an agreed on a collective view of the past, the 4 Steps model moves us to the Present. In this section the author asks the team to look at historical drivers (the ones you outlined in the Past section) that might be at play today and whether these trends are increasing or decreasing, new sources of change that might mature into trends, counter trends, and stabilities that might slow or prevent change. 4 Steps presents several models of understanding emerging issues without belaboring any of them.
- Futures: With an understanding of historical drivers and the state of the present, it’s time to turn our attention to the futures. Not a single future. The futures. There are many possible futures, as described in alternative scenarios. This chapter covers how to develop the scenarios using a particular framework and how to understand their implications.
- Aspirations: The final step in the 4 Steps process asks the team to address the question, “What future do we want to see happen?” through the process of visioning.
The book also provides a Glossary, a list of Additional Resources, and an Appendix of the worksheets used throughout.
I recommend this book for anyone who is assigned or required to manage their team’s strategy planning or who has been asked to develop insight on a thorny issue on short notice. It is not for an experienced futurist or a strategy consultant looking for new methods. It is written for someone whose job requires foresight as raw material for their work but lacks resources (money, time) to hire an external firm to conduct the work. Anyone who complains about the book being “basic” or “for beginners only” missed the point.
From the title, the summary, the author’s website and other reviews, what was ultimately delivered exceeded my expectations—a short, snappy and well-written guide to adding some structure to thinking about the future. I appreciated that this book was easy to read for the weary professional who needs to understand the process fast and have an agenda together for the boss by EOB—it took me under an hour to read. Any industry-specific words are explained or presented in the Glossary, the thoughts are well-organized, the sentences clear and the imagery supportive. The addition of worksheets to visually represent the author’s ideas was a bonus.
The main thrust of the book is that thinking about the future is improved by thinking about the future systematically. By organizing the content in a simple structure—past, present, future, and aspirations—the author makes adding some structure to a company’s thought process seem more enticing and possible. You really do believe you could organize a two-day retreat, use this process as a guide and generate valuable insights with your team.
By design 4 Steps is a high-level overview (and not a comprehensive guide) of the foresight development process, and thereby fulfills its purpose. I appreciate that the author set the parameters—to provide a “quick and clean guide”—and rigorously stuck to them. As someone who could have used this book when I was first asked to facilitate a team planning session, I appreciate the 40,000-foot approach. I wouldn’t have been able to use a more thorough examination, given my limited time, resources, and experience.
If I have any criticisms of this book, it’s that it’s self-published. (FutureScribe is Vision Foresight Strategy’s "imprint", but this is their only book.) It’s obvious that this book can stand on its own as an excellent guide, so I'm not sure if they shopped it to publishers only to be told they lacked a platform or that it was too short or didn't fit into the Management category. However, VFS could use it as a “lead magnet” for their consulting services (and seemingly isn’t). It’s lacking some of the basics of digital marketing infrastructure that a Big 6 publisher likes to see in a mainstream business book, including a sizable platform (such as a blog or social media following). They are not quite there yet with the sales funnel, which means that anyone who is looking for assistance beyond the book has to be proactive and hunt down the company (not referenced) on their own. Also, for whatever reason, it only comes in paperback when an e-book version would be ideal. The marketer in me is chomping at the bit to get them sorted out, because this is a valuable book that should be on everyone's shelves, when so many of the business books with stellar marketing are utter dreck.
However, I wholeheartedly recommend this book, especially if your boss just emailed you to ask you to take charge of the agenda for next week's planning session he forgot about. Order the book pronto and get to work.
Four Steps to the Future is an eminently readable and useful approach to doing foresight and vision in today’s world. It’s also short at 57 pages, but it covers the essentials of the subject. Here is Richard’s description of the book.
This book does not represent the entire range or depth of what can be done with foresight, but it will take you from A to Z, from having no clear, shared understanding of the future to having a new set of goals informed by critical thinking about your organization’s future.
Mostly true, but I would not exactly say ‘A to Z’. There is some work that usually precedes Richard’s First Step and even more that follows the Fourth. So it’s more ‘E to P’ in my estimation. That said, Four Steps definitely captures the core of foresight and vision, and particularly those aspects which are different from forecasting and planning as they are practiced in most organizations.
So on to the Four Steps:
• Step 1, The Past – Gathering information about how we got to where we are today
• Step 2, The Present – Assessing how much of that will continue to change the future and adding novel elements appearing today that could change the future
• Step 3, The Future – Describing alternative plausible futures that arise from the forces catalogued in the Past and the Present along with their implications for organizational planning
• Step 4, Aspiration – Identifying the preferred future expressed as the vision for a better future
Simple, straight-forward, and extremely well-done.
Finally, while the book describes organizational foresight, it contains exercises and worksheets that could easily be used to introduce foresight to high school and college classes. That’s my interest, and where I hope that this book makes its greatest impact. Unless we start educating young people in how to anticipate and influence change at an early age, we will still be correcting their misimpressions and mistakes for decades to come.
Congratulations, Richard!